Calculated Risk
JUNE 27, 2023
The Census Bureau reports New Home Sales in May were at a seasonally adjusted annual rate (SAAR) of 763 thousand. The previous three months were revised down slightly, combined. Sales of new single‐family houses in May 2023 were at a seasonally adjusted annual rate of 763,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
Wealth Management
JUNE 27, 2023
Wealth.com's Ester is a proprietary model that can read and restate documents and hold both short and long-term memories of previous client actions.
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Calculated Risk
JUNE 27, 2023
S&P/Case-Shiller released the monthly Home Price Indices for April ("April" is a 3-month average of February, March and April closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Continued Gains in April The S&P CoreLogic Case-Shiller U.S.
Wealth Management
JUNE 27, 2023
As the amount of troubled loans mounts, real estate lenders are revisiting strategies from the Great Recession to avoid taking back the keys on some assets.
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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
Calculated Risk
JUNE 27, 2023
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales increase to 763,000 Annual Rate in May Brief excerpt: The next graph shows new home sales for 2022 and 2023 by month (Seasonally Adjusted Annual Rate). Sales in May 2023 were up 20.0% from May 2022. Year-to-date sales are down 4.7% compared to the same period in 2022. As expected, new home sales were up year-over-year in May.
Wealth Management
JUNE 27, 2023
Do ‘digital engagement practices’ actually benefit investors?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 27, 2023
Several publications look at what's happening with Vornado Realty Trust's mega-project near Penn Station in New York City. Armada ETF Advisors has launched a new ETF vehicle targeting the most successful private REITs in the public market, according to Commercial Observer. These are among today’s must reads for real estate investors from around the industry.
Nerd's Eye View
JUNE 27, 2023
Welcome back to the 339th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Roberge. Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households. What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the busines
Wealth Management
JUNE 27, 2023
Bluespring's new program is designed to help partner firms gain more convertible leads while shortening the time between outreach and onboarding.
The Reformed Broker
JUNE 27, 2023
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: ►Flows is Back – “ICI reported a $22B estimated net-inflow into domestic equity mutual funds plus ETFs” ►Higher or Lower? – Our viewers believe the market will go up from here.
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
JUNE 27, 2023
Global wealth declined 4% last year, the first drop since 2008, according to a Boston Consulting Group study.
The Reformed Broker
JUNE 27, 2023
Final Trades: Lockheed Martin, Robinhood, and more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
JUNE 27, 2023
Established in 2007, a private equity capital investment by Corsair Capital recently kicked off a new phase of growth for the firm.
Calculated Risk
JUNE 27, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.
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
JUNE 27, 2023
Sargent Investment Group expects to move the majority of its assets from TD Ameritrade/Schwab to Goldman Sachs by the end of the year.
Calculated Risk
JUNE 27, 2023
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Decreased 0.2% year-over-year in April Excerpt: The recent increase in mortgage rates to near 7% will not impact the Case-Shiller index until reports are released in the Fall. Here is a comparison of year-over-year change in median house prices from the NAR and the year-over-year change in the Case-Shiller index.
Wealth Management
JUNE 27, 2023
A discussion of the drivers, motivators and market forces that have influenced M&A activity year to date with Turkey Hill Management's Jessica Polito.
Clever Girl Finance
JUNE 27, 2023
Homeownership is often one of our biggest goals in life — to ditch landlords and rental apartments and put down roots in our own homes. However, the housing market and financial concerns can quickly put a damper on the dream of homeownership. It’s no surprise a lot of us are asking, Should I buy a house now or wait? Table of contents Should I buy a house now?
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
JUNE 27, 2023
More than 90% of the inflows into digital assets went to Bitcoin after BlackRock filed for a spot ETF on June 15.
MarketWatch
JUNE 27, 2023
The home construction sector traded unanimously higher into record territory in morning trading Tuesday, after data showing a big surprise month-over-month jump in new home sales for May, compared with expectations of a slight decline. The iShares U.S. Home Construction exchange-traded fund ITB powered up 1.9% in morning trading, with all 48 of its equity components trading higher.
Wealth Management
JUNE 27, 2023
Brad Walker, founder, chief client and product development officer at CAIS offer his perspective on how access has changed.
Advisor Perspectives
JUNE 27, 2023
Normally, a consensus between Democrats and Republicans in Washington is a heartening sign. Not so when it comes to populist interventions in the banking system.
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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.
Wealth Management
JUNE 27, 2023
Fidelity is expected to submit a filing to the SEC for a spot Bitcoin ETF, joining BlackRock, WisdomTree and others.
Clever Girl Finance
JUNE 27, 2023
Are you looking for a way to make extra income? With many companies embracing work from home, it’s the perfect time to look at online part-time jobs to give you more freedom and flexibility in your life. Table of contents 1. Customer service representative 2. Remote IT technician 3. Bookkeeper 4. Accountant 5. Online therapist 6. Paralegal 7. Administrative associate 8.
Wealth Management
JUNE 27, 2023
A discussion of the the drivers, motivators and market forces that have influenced M&A activity year-to-date with Turkey Hill Management's Jessica Polito.
Clever Girl Finance
JUNE 27, 2023
Are you trying to organize your home and looking for the best decluttering books to help you along the way? You’ve come to the right place! Decluttering and organizing aren’t just a trend. It’s an easy way to reduce stress because a tidier space is more relaxing than a messy one. Parting with items you don’t need or want also helps you feel calmer, happier, and more in control.
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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?
Wealth Management
JUNE 27, 2023
Few firms traditionally dominate the market; that's unlikely to change, according to new research from Hendrik Bessembinder.
Integrity Financial Planning
JUNE 27, 2023
In today’s fast-paced world, ensuring financial stability for future generations can be a daunting task. However, it is a common goal for retirees to create and maintain generational wealth in retirement. What better way to leave a legacy than to provide financial security? That’s why this article will provide valuable tips and insights to help retirees build a legacy for their families and future generations.
Wealth Management
JUNE 27, 2023
US asset managers are “pushing ahead” with ESG “despite a series of political headwinds,” according to the Index Industry Association.
Advisor Perspectives
JUNE 27, 2023
When Saudi Arabia needs to quickly convince the oil market that supply is tightening, putting upward pressure on prices, nothing beats reducing its crude exports into the US.
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