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Welcome back to the 290th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andrew Komarow. Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. What's unique about Andrew, though, is how he, as a financial advisor with autism, has built a firm with a specialized niche of autistic and other neurodivergent cli
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately?owned housing starts in June were at a seasonally adjusted annual rate of 1,559,000. This is 2.0 percent below the revised May estimate of 1,591,000 and is 6.3 percent below the June 2021 rate of 1,664,000. Single?family housing starts in June were at a rate of 982,000; this is 8.1 percent below the revised May figure of 1,068,000.
Markets A 3% 30-year Treasury bond is no great deal. (morningstar.com) Eight reasons why a 1929-style stock market crash is less likely today. (dariusforoux.com) Strategy The good thing about bear markets is that they eventually end. (awealthofcommonsense.com) Why you should ignore the steady stream of market 'sorcerers.' (ofdollarsanddata.com) Finance Jefferies Financial Group ($JEF) is simplifying its business.
Today, in the CalculatedRisk Real Estate Newsletter: June Housing Starts: All-Time Record Housing Units Under Construction Excerpt: The fourth graph shows housing starts under construction, Seasonally Adjusted (SA). Red is single family units. Currently there are 824 thousand single family units under construction (SA). This is just below the previous two months, and otherwise is the highest level since November 2006.
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Portfolio management Byrne Hobart, "Inverse correlations tend to go away when people rely on them. And close-to-perfect correlations are never quite as good as they look." (thediff.co) Concentrated portfolios are at-risk of missing out on overall equity market gains. (evidenceinvestor.com) What's the best way to take distributions from a portfolio? (ofdollarsanddata.com) Research Five questions to ask about any back test including 'Does the strategy have an economic reasoning behind It?
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?What’s Priced In? – “Why Did The Market Not Go Down In The Face Of Incredibly Worsening Data” ?Netflix Earnings – “Advertisers Were Locked Out of Netflix for Years.
The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
Here’s a new Three Minute Money episode. We’re still cranking through some basics, but this one needs reiterating because the money multiplier seems to be immortal. Ideas like “fractional reserve [ … ].
We’ve seen some nasty economic data over the past month. Aside from a still hot labor market, there weren’t many bright spots. Inflation rose 9.1% in June, the highest reading since 1981 The national average for gasoline topped $5 a gallon for the first time 33% of listed homes have cut their prices Home builder confidence fell to the lowest levels since May 2020 30-year mortgage rates hit 5.8%, the highest s.
We examine Sentix sentiment indices for use in tactical asset allocation. In particular, we construct monthly relative sentiment factors for the U.S., Europe, Japan, and Asia ex-Japan by taking the difference in 6-month economic expectations between each region's institutional and individual investors. These factors (along with one-month forward equity returns) then serve as inputs to a wide array of machine learning algorithms.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts Highlights, Lowlights, and insights from 1H 2022 On today’s show we discuss: Inflation isn’t getting better yet Inflation has outpaced wage growth The deflation risk How would investors react if we got some inflation (June 2020) Fed officials preparing to raise rates by another 75bps Average car payments h.
My latest piece for Fortune compiles a lot of the work I’ve been putting together here on the blog — how long bear markets tend to last, the two types of bear markets, bear markets vs. recessions and how investors should approach down markets depending on where they are in their investing lifecycle. * The technical definition of a bear market in stocks is a drawdown of 20% or worse from peak to trough.
When two consecutive adjectives modify the same noun, you’re supposed to put a comma between them. I sometimes struggle to decide if that’s appropriate. After all, there are cases when the first adjective modifies the second, as in “pale blue paper.” So I was delighted to find this advice from Jan Venolia in Write Right! : One way to determine consecutive whether adjectives modify the same noun ( a young, energetic student ) is to insert the word and between the adjectives.
By Bryan J. Sweet, CLU, ChFC, and Brittany Anderson In the financial services world, we are faced with issues of not being trusted and then of prospects receiving an avalanche of indistinguishable blurry marketing messages. How do you overcome this and stand out from the marketing noise? And how do you avoid making your marketing all about you? First of all, understand this harsh reality check: No one cares about you.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Do a search for asymmetric investing and you'll find a mishmash of results including research exploring option strategies, dampening portfolio volatility, an ETF that unlike SPD that we looked at yesterday does appear to capture upside while muting the downside. We've looked several times at the Return Stacked 60/40 Absolute Return Index and that considers tail risk to be convexity, often synonymous with asymmetry.
According to the AARP, 45% of middle-aged Americans would rather visit the dentist than make an appointment with a financial advisor. Why is that? Most people distrust financial services as an industry. Prospects don’t know how to choose a “good” financial advisor. Many people aren’t clear on what an advisor does, making the process overwhelming.
While there is never a “perfect time” to make a move, there are often perfect reasons to do so. By Mindy Diamond and Jason Diamond. “Sure, there’s plenty wrong with my firm and many things that would make me consider changing jerseys. But how could I even think about making a move in a down market?”. The answer: Perhaps you shouldn’t. That is if you are certain that the market is not a red herring—your excuse du jour for not pursuing your best business life.
Happy Tuesday! We hope that everyone had a great weekend and started their week off on a high note. We wanted to help move it along with a roundup of five of our favorite articles from the week, with tips on how to make strong videos to how to create stronger content and much more. 1. Top 10 Ways To Make Your Videos Crazy Good via Idea Decanter. We understand that making a video can be a little intimidating, but it doesn’t have to be!
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 10:00 AM, Existing Home Sales for June from the National Association of Realtors (NAR). The consensus is for 5.40 million SAAR, down from 5.41 million last month. Housing economist Tom Lawler expects the NAR to report sales of 5.12 million SAAR for June. • During the day: The AIA's Architecture Billings Index for June (a leading indicator for commercial r
My Two-for-Tuesday morning train WFH reads: • Chaos Is Becoming the Rational Base Case in Market Ruled by Fear : Wall Street’s highest S&P 500 target tops lowest by a rare 50%; The post-pandemic world is hard to predict for Fed, businesses ( Bloomberg ) see also Thirteen ‘Perfect Storms’ That Are Sweeping the World Right Now. How many times can the ‘perfect storm’ happen?
Today, in the Calculated Risk Real Estate Newsletter: Slowdown in Showings Suggests Further Declines in Existing Home Sales in Coming Months A brief excerpt: The following data is courtesy of David Arbit, Director of Research at the Minneapolis Area REALTORS® and NorthstarMLS (posted with permission). Here is a link to their data. This graph shows the 7-day average showings for the Twin Cities area for 2019, 2020, 2021, and 2022.
By Craig Lemoine, Director of Consumer Investment Research. At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – they support the business’s philosophies, values, and mission. .
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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