Calculated Risk
SEPTEMBER 13, 2022
The BLS reported this morning: The Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) increased 8.7 percent over the last 12 months to an index level of 291.629 (1982-84=100). For the month, the index declined 0.2 percent prior to seasonal adjustment. CPI-W is the index that is used to calculate the Cost-Of-Living Adjustments (COLA).
Wealth Management
SEPTEMBER 13, 2022
The Battle of the Bids allowed real estate investors and brokers to test their feel for the CRE market by guessing the final price of properties trading through online auction.
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Calculated Risk
SEPTEMBER 13, 2022
The Cleveland Fed released the median CPI and the trimmed-mean CPI this morning: According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.7% in August. The 16% trimmed-mean Consumer Price Index increased 0.6% in August. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".
Wealth Management
SEPTEMBER 13, 2022
The Queen set an example to put in place a robust transition plan for the family enterprise.
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Calculated Risk
SEPTEMBER 13, 2022
With the pandemic, there was a surge in 2nd home buying. I'm looking at data for some second home markets - and I'm tracking those markets to see if there is an impact from lending changes, rising mortgage rates or the easing of the pandemic. This graph is for South Lake Tahoe since 2004 through August 2022, and shows inventory (blue), and the year-over-year (YoY) change in the median price (12-month average).
Wealth Management
SEPTEMBER 13, 2022
Former Vanguard wholesaler Devon Drew wants to bring $1 trillion in assets to demographically underrepresented investment managers by 2030.
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Wealth Management
SEPTEMBER 13, 2022
It's not news that financial advice will increasingly be grounded in psychology and therapy—but how an advisor builds a business around those client demands is still evolving, according to speakers at the Future Proof wealth festival.
The Big Picture
SEPTEMBER 13, 2022
The post Futureproof Recap: Days 1 & 2 appeared first on The Big Picture.
Wealth Management
SEPTEMBER 13, 2022
Speakers at the Future Proof wealth festival on how compliance can move a cost of doing business to a valuable business function to be marketed—and monetized.
The Reformed Broker
SEPTEMBER 13, 2022
Wells Fargo’s bullish call on this big bank from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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.
Wealth Management
SEPTEMBER 13, 2022
Ortega family investment company Pontegadea bought five logistics centers in the US states of Tennessee, South Carolina, Virginia, Pennsylvania and Texas from Realty Income Corp. for about $722 million.
Calculated Risk
SEPTEMBER 13, 2022
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.1 percent in August on a seasonally adjusted basis after being unchanged in July, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 8.3 percent before seasonal adjustment. Increases in the shelter, food, and medical care indexes were the largest of many contributors to the broad-based monthly all items increase.
Wealth Management
SEPTEMBER 13, 2022
Six reasons why the current environment is an attractive time to invest in small cap stocks.
A Wealth of Common Sense
SEPTEMBER 13, 2022
I’m in sunny California this week for our Future Proof Festival. There are people from all over the place here so there have been a number of conversations about the prospects of living in California. Some people complain about the high cost of living (especially housing), the high taxes, high gas prices and threat of wildfires or earthquakes.
Speaker: David Worrell, CFO, Author & Speaker
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.
Wealth Management
SEPTEMBER 13, 2022
More than half of investors are underweight equities while over 60% are overweight cash.
Investment Writing
SEPTEMBER 13, 2022
Do you know the answer to the question I posed in the title of this blog post? Both “sidebar” and “ESG” are words that people in some fields immediately understand, but they perplex many other people. “ Sidebar ” refers to area of text, often placed in a box, to the side of an article. “ESG” is short for “ e nvironmental, s ocial, and corporate g overnance.
Wealth Management
SEPTEMBER 13, 2022
Scott Adam Brander allegedly made more than $800,000 when allocating certain trades to benefit his own accounts, while placing less successful trades into clients’ accounts, according to the commission.
Covisum
SEPTEMBER 13, 2022
By now, financial advisors are keen on the idea that Roth conversions can be a very good thing for their clients and their financial planning practice. Why?
Speaker: Erroll Amacker
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.
Wealth Management
SEPTEMBER 13, 2022
Apartment rents fell slightly in August across dozens of U.S. metropolitan areas, reports Insider. European commercial property owners are vulnerable to higher debt costs as interest rates rise, according to The Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.
Random Roger's Retirement Planning
SEPTEMBER 13, 2022
Ted Seides Tweeted "If you’re investing with a 100-year time horizon, nothing that happens today matters. Market goes up. Market goes down 20%. There’s a crash. It doesn’t matter." It's a funny coincidence since this has come up a couple of times here over the last few weeks. Focusing on the correct time horizon is a crucial component of investment success.
Wealth Management
SEPTEMBER 13, 2022
The companies are in discussions regarding a transaction that values Blair at $1 billion or more. The transaction hasn’t been finalized, and talks could still fall apart.
Nationwide Financial
SEPTEMBER 13, 2022
Determined to tame inflation, the Federal Reserve has raised interest rates four times this year, with more expected at its remaining meetings in September, November, and December. If inflation is more persistent than expected, the cost of bringing it back on target may lead to a recession. The chances for the so-called soft landing – bringing down inflation without crashing the economy – remain to be seen.
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Wealth Management
SEPTEMBER 13, 2022
The reductions are a resumption of Goldman’s annual culling cycle that it had largely paused during the pandemic.
Meb Faber Research
SEPTEMBER 13, 2022
Episode #442: David Rubenstein on Private Equity, Politics, Parenting, & The Art of Investing Guest: David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Established in 1987, Carlyle now manages $325 billion from 26 offices around the world. Date Recorded: 8/24/2022 […].
Wealth Management
SEPTEMBER 13, 2022
Norway ranks No.
Norman Marks
SEPTEMBER 13, 2022
The world in which we live is turbulent, with so much happening all the time. That applies to our business as well as our personal lives. Naturally, we try to simplify the complex. Hard to survive otherwise! Our brains are (at least for most of us) unable to fully grasp everything that is happening, so […].
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Carson Wealth
SEPTEMBER 13, 2022
Investors have a range of assets to choose from when building their portfolios. Among them, mutual funds offer several benefits, such as diversification, that can help your reach your financial goals. However, they also have risks to consider. Learn more about what mutual funds are, how they work, about the advantages and potential downsides, and how to invest in them.
WiserAdvisor
SEPTEMBER 13, 2022
The average retirement age in America is 63. This may seem like many years in the future if you are in your 20s. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.
SEI
SEPTEMBER 13, 2022
Introducing the security management partner. Case study. vlaskowski. Tue, 09/13/2022 - 13:24. In this impact brief, Joseph Krull addresses the state of cybersecurity for financial services and introduces the security management partner concept to bring financial industry precision to financial institution security. General practitioners can provide a basic level of care for the human body, but specialists are normally called in to diagnose and treat more complex issues based on their advanced tr
ModernAdvisor
SEPTEMBER 13, 2022
August was a negative month for almost everything; both equity and fixed income markets declined. August 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. August was a negative month for almost everything, with both equity […].
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