The Big Picture
JULY 20, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses investing in a volatile market and the probability the Fed causes a recession. Risk, Reward Two Sides of Same Coin, says Ritholtz. ?. Source: Bloomberg , July 19th, 2022. Previously : Rally , Multiple Compression , Earnings¯_(?)_/¯ Recession , Double Bottom (July 18, 2022).
Nerd's Eye View
JULY 20, 2022
For many workers, a typical career entails a series of successive jobs over several decades, with the end goal of retiring and finally being able to ‘relax’ And while most breaks from work on the traditional path are limited to short vacations, there is a growing movement of individuals who want to take extended time off during their working years to take advantage of their health and opportunities that might not be available to them once they reach ‘normal’ retirement ag
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Abnormal Returns
JULY 20, 2022
Investing Investing in stocks is bet on human ingenuity. (awealthofcommonsense.com) Marketing messages are not guarantees when it comes to investing. (wsj.com) Nine key questions for any investor including 'Why is active management destined to underperform?' (humbledollar.com) Five things to do as an investor in your 20's. (peterlazaroff.com) How to avoid investment scams.
Calculated Risk
JULY 20, 2022
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 5.12 million SAAR in June Excerpt: Sales in June (5.12 million SAAR) were down 5.4% from the previous month and were 14.2% below the June 2021 sales rate. Sales are now below pre-pandemic levels. The second graph shows existing home sales by month for 2021 and 2022.
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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
Abnormal Returns
JULY 20, 2022
Companies Companies are steering clear of the Dobbs case. (axios.com) Private equity is increasingly dipping into VC territory. (tomtunguz.com) FaZe Clan ($FAZE) is now public. (axios.com) ETFs Single-stock ETFs are now live. (etf.com) The case that bond ETFs are going to continue to take share. (bloomberg.com) Economy The two major term spreads differ in their prospect for a recession.
Calculated Risk
JULY 20, 2022
From the NAR: Existing-Home Sales Slid 5.4% in June Existing-home sales dropped for the fifth straight month in June, according to the National Association of REALTORS®. Three out of four major U.S. regions experienced month-over-month sales declines and one region held steady. Year-over-year sales sank in all four regions. Total existing-home sales, completed transactions that include single-family homes, townhomes, condominiums and co-ops, dipped 5.4% from May to a seasonally adjusted annual r
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JULY 20, 2022
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 6.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending July 15, 2022. The Refinance Index decreased 4 percent from the previous week and was 80 percent lower than the same week one year ago.
Meb Faber Research
JULY 20, 2022
Episode #430: Frank Giustra & Ian Telfer – The Bull Case for Gold Guests: Frank Giustra & Ian Telfer are mining executives that built Goldcorp into a $50 billion business. Ian is the former Chairman of Goldcorp and Frank was a co-founder & Director of Goldcorp. Frank later founded Lionsgate entertainment. Date Recorded: 7/12/2022 […].
Calculated Risk
JULY 20, 2022
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture Billings Index continues to stabilize but remains healthy Architecture firms reported increasing demand for design services in June, according to a new report today from The American Institute of Architects (AIA). The ABI score for June was 53.2.
Integrity Financial Planning
JULY 20, 2022
What are the risks of making emotional decisions when it comes to your money? Brian shares what he tells clients about investing and retirement planning. During the football draft, so many decisions are based on emotions. For instance, Tom Brady, the greatest of all time, was 199 th pick when he was drafted in 2000. Similarly, investors who want to plan their own retirement might pick stocks based on emotions that they later regret.
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.
A Wealth of Common Sense
JULY 20, 2022
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 hit a record high Investors h.
Conneqtor
JULY 20, 2022
Establish Authenticity So, what does it mean to be authentic? Yes, the heading here is very different from our title: How to use LinkedIn for Financial Advisors, but bear with me, and you’ll quickly find that both these sentences answer the same thing – the humanization of your brand.
David Nelson
JULY 20, 2022
David joins Fox Business anchor Charles Payne to discuss earnings and the latest economic news.
Mullooly Asset Management
JULY 20, 2022
Your lifestyle will largely dictate the financial “success” of your retirement. Which is true before retirement as well. If you spend more than you make, you will struggle financially. In a recent blog post, I wrote about how you need to plan for what lifestyle you will have in retirement. It’s important to take a […].
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.
Nationwide Financial
JULY 20, 2022
Irish playwright George Bernard Shaw once famously stated: “If all economists were laid end to end, they would not reach a conclusion.” When examining the relationship between the rising national debt of the U.S. and its impact on economic growth, George Bernard Shaw’s quote seems apropos. Undeniably, for decades, economists and deficit hawks alike have been debating the merits of rising national debt and weaker economic activity as a result.
Wealthfront
JULY 20, 2022
Diversification is the practice of buying a variety of different investments with the goal of balancing risk and reward in your portfolio. A well-diversified portfolio can help you maximize your expected returns without taking on unnecessary or unwanted risk. This is known as “improving your risk-adjusted returns.” You can think of diversification as a way […].
Validea
JULY 20, 2022
After years of very strong performance, technology and growth stocks have had a much more difficult time in the last 18 months. Many of the highest multiple names are now 70%-90% off their highs, and even the FAANG stocks have joined in this year and seen major declines. In this episode, we bring in two experts to help us analyze the situation. We speak with Upholdings’ Robert Cantwell and Lars Cianciolo about how we got here with technology stocks, where we are today, and what the opportu
Yardley Wealth Management
JULY 20, 2022
The post James and Pamela’s Big Dream appeared first on Yardley Wealth Management, LLC. James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances By Michael J. Garry The situation: James and Pamela have had well-paying jobs and good savings habits for their entire careers.
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.
Validea
JULY 20, 2022
Extreme pessimism is usually an indication that the market is hitting bottom, and this current bear market is not there yet, contends an article in MarketWatch. While it feels like there is a lot of negative sentiment on Wall Street right now, the market could still rally at any moment. But two measures of stock market sentiment analyzed in the article—the Hulbert Stock Newsletter Sentiment Index and the Hulbert Nasdaq Newsletter Sentiment Index—have failed to fall into the bottom 10% of their d
International College of Financial Planning
JULY 20, 2022
Risk analysis is one of the most important topics to understand when pursuing a career in finance. Many think risk analysis is only about calculating risks and finding solutions to minimize them. However, there are much more to it than that. To become a certified financial planner (CFP), you must learn about risk analysis in-depth. It will include understanding different risks, how they impact businesses and individuals, and how to mitigate them.
Validea
JULY 20, 2022
The first half of 2022 has seen a decline of about 20% and there are 6 lessons to be learned from this most recent downturn, according to an article in Morningstar : Stock markets are cyclical; it’s in their nature to go through long stretches of decline. It’s very difficult to determine precisely how long it will take for the market to rebound after a decline.
Steve Sanduski
JULY 20, 2022
In a Nutshell: If you view your website and blogging as just a box to check, you’re missing out on one of the most effective marketing tools in your toolkit. Building a high-performing website is both art and science. In today’s show, we get strategic, practical, and tactical in showing you how to build a high-performing website and online presence.
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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.
Validea
JULY 20, 2022
Behavioral economics has been a forgotten field of study until recently, contends Richard Thaler, a winner of the Nobel Prize in Economic Sciences and professor at the University of Chicago Booth, in an interview in Morningstar. Many undergraduate programs still overlook it, though there’s a growing understanding of it on Wall Street and in governments.
NAIFA Advisor Today
JULY 20, 2022
Lifetime Financial Group Owner Jay Meneely has been a loyal NAIFA member since 1983. Now, his whole team benefits from NAIFA membership. Education First. Lifetime was founded on giving financial education workshops. As Meneely says, “We're an educational firm that specializes in the delivery of financial products.” Meneely and his team work with employers to educate employees about their group benefits.
Validea
JULY 20, 2022
ARK Innovation ETF, the brainchild of Cathie Wood, drew in investors who believed the companies held in the fund would revolutionize the world, made Wood a Wall Street celebrity, and quadrupled its shares from its lowest point at the height of the pandemic to its peak at nearly $28 billion in February 2021. Now, those who bought at the peak are down 75%.
FMG
JULY 20, 2022
As a financial advisor, generating leads you can convert into clients is essential. Businesses tend to do this in many different ways, the most common being digital lead generation and physical lead generation. Physical generation focuses on in-person events, print, and more. At the same time, the digital side includes email marketing, webinars, websites and much more.
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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?
Validea
JULY 20, 2022
The traditional formula of investing mainly in stocks and hedging with Treasury bonds has finally failed in the face of the 2022 market, contends an article in Morningstar by John Rekenthaler. Both stocks and long bonds have plunged, and the refuge that balanced funds offered isn’t safe anymore. The article offers 3 options of how to readjust your portfolio: Stay the course.
Nationwide Financial
JULY 20, 2022
Social Security planning is an important part of preparing for retirement, and clients considering filing for benefits in today’s environment are finding planning more challenging as they contend with the lingering economic impacts of COVID-19, record inflation, and heightened market volatility. Add in uncertainty around the future of Social Security and it’s no surprise that clients are coming to financial professionals with more questions than usual.
Validea
JULY 20, 2022
Small-cap stocks have suffered more than their larger counterparts this year, with the small-cap Russell 2000 down 31.8% from its record highs last November compared to the S&P 500, which is down 23.4% since January, according to an article in Barron’s. Small-cap stocks get hit harder by the same things that affect large-cap stocks: inflation, rate hikes, and recession concerns.
Calculated Risk
JULY 20, 2022
Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 235 thousand down from 244 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for July. The consensus is for a reading of 5.5, up from -3.1. On COVID (focus on hospitalizations and deaths): Hospitalizations have almost quadrupled from the lows in April 2022.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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