Calculated Risk
NOVEMBER 2, 2022
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 0.5 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending October 28, 2022. This week’s results include revised data to reflect an update to last week’s survey results.
Wealth Management
NOVEMBER 2, 2022
Given the difficult market conditions over the past year and increasingly competitive financial planning landscape, 2023 may be the right time to consider building out your firm’s offerings.
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Calculated Risk
NOVEMBER 2, 2022
The Census Bureau released the Residential Vacancies and Homeownership report for Q3 2022. The results of this survey were significantly distorted by the pandemic in 2020. This report is frequently mentioned by analysts and the media to track household formation, the homeownership rate, and the homeowner and rental vacancy rates. However, there are serious questions about the accuracy of this survey.
Wealth Management
NOVEMBER 2, 2022
Oil, gas and energy ETFs posted the best returns over the last three years.
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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
NOVEMBER 2, 2022
Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Recent indicators point to modest growth in spending and production. Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains elevated, reflecting supply and demand imbalances related to the pandemic, higher food and energy prices, and broader price pressures.
Wealth Management
NOVEMBER 2, 2022
Choreo, the Parthenon Capital-backed RIA created earlier this year from the liftout of RSM's wealth business, is acquiring Enso Wealth Management in its first deal since becoming a standalone company.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 2, 2022
SEC Chair Gary Gensler told securities lawyers on Wednesday that his agency would continue to pursue violations wherever and however they occur.
Abnormal Returns
NOVEMBER 2, 2022
Strategy Investing is ultimately based on optimism. (fortunesandfrictions.com) Medical knowledge builds on itself. Financial knowledge not so much. (collabfund.com) Five arguments against a value stock revival. (blog.validea.com) Companies CVS and Walgreen's are likely to walk away from the opioid crisis without admitting culpability. (statnews.com) Men now make up 25% of Lululemon's ($LULU) revenue.
Wealth Management
NOVEMBER 2, 2022
Which program will benefit your special needs client most?
Calculated Risk
NOVEMBER 2, 2022
From ADP: ADP National Employment Report: Private Sector Employment Increased by 239,000 Jobs in October; Annual Pay was Up 7.7% Private sector employment increased by 239,000 jobs in October and annual pay was up 7.7 percent year-over-year, according to the October ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
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
NOVEMBER 2, 2022
Officially called Service Teams, the new features are meant to improve efficiency through automation using CRM data.
Abnormal Returns
NOVEMBER 2, 2022
Morgan Housel Derek Thompson talks with Morgan Housel about what investing is for. (theringer.com) Christine Benz and Jeff Ptak talks with Morgan Housel about money and storytelling. (morningstar.com) Investing Diversification allows you to not have to make big bets. (awealthofcommonsense.com) On the siren's song that is stock picking. (bestinterest.blog) Why banks don't necessarily offer their existing clients the best CD rates.
Wealth Management
NOVEMBER 2, 2022
Earlier this year, I was among representatives from IREM headed for the National Association of Realtors’ 2022 Eastern European Real Estate Summit in Bucharest. The event was attended by real estate professionals from countries that brought into stark relief the industry need to travel and how much we can help.
Pragmatic Capitalism
NOVEMBER 2, 2022
The last few years have been jarring in numerous ways. They’ve also forced me to reconsider how I help people navigate the financial world.
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
NOVEMBER 2, 2022
As RIA custodians Schwab and TD Ameritrade come together, advisors want to know what to expect.
Calculated Risk
NOVEMBER 2, 2022
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for an increase to 222 thousand from 217 thousand last week. • Also at 8:30 AM, Trade Balance report for September from the Census Bureau. The consensus is for the deficit to be $72.1 billion in September, from $67.4 billion in August. • At 10:00 AM, the ISM Services Index for October.
Wealth Management
NOVEMBER 2, 2022
David Simon defended the future of physical retail real estate in the firm’s third quarter call. IKEA filed a cease and desist letter against a software developer that has built a survival horror video game set in an IKEA¬-like furniture store. These are among today’s must reads from around the commercial real estate industry.
Nerd's Eye View
NOVEMBER 2, 2022
In the United States, Registered Investment Advisers (RIAs) are required to register in one of 2 ways: with the Federal government (namely the SEC) or with one (or more) state securities regulatory agencies. While SEC-registered RIAs are governed by the Investment Advisers Act of 1940 (and its associated regulations), state-registered RIAs are subject to the individual rules of the states (which have their own securities laws and regulations) where they are registered.
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
NOVEMBER 2, 2022
Open, honest and candid discussions about the latest news in the RPA industry.
Validea
NOVEMBER 2, 2022
By Jack Forehand, CFA, CFP® ( @practicalquant ) —. I have always been a big believer in value investing. The idea of buying companies at discounted prices has always resonated with me. And the fact that academic research supports value has given me all the reason I need to take that personal belief and translate into my investing approach. But believing strongly in something often puts us at risk as investors because it can blind us to the arguments on the other side.
Wealth Management
NOVEMBER 2, 2022
We are living in an era of radical new financial concepts, and cookie-cutter regulation only reduces choices by investors, businesses and intermediaries.
Calculated Risk
NOVEMBER 2, 2022
Today, in the Calculated Risk Real Estate Newsletter: First Look at 2023 Housing Forecasts A brief excerpt: Towards the end of each year, I collect some housing forecasts for the following year. For comparison, new home sales in 2022 will probably be around 650 thousand, down from 771 thousand in 2021. Total housing starts will be around 1.58 million in 2022, down slightly from 1.60 million in 2021.
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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
NOVEMBER 2, 2022
The cuts come after an abrupt shift in prices forced the company to sell homes for less than it paid for them.
David Nelson
NOVEMBER 2, 2022
David joins Fox Business anchor Charles Payne to discuss the Fed’s upcoming rate decision.
Wealth Management
NOVEMBER 2, 2022
The benchmark federal funds rate now sits at a range of 3.75% to 4%, its highest level since 2008.
Meb Faber Research
NOVEMBER 2, 2022
Episode #453: Whitney Baker on Why “Immaculate Disinflation” is an Illusion Guest: Whitney Baker is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets and for Soros […].
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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
NOVEMBER 2, 2022
The Milken Center's first major research project combines data on health, safety, personal freedom and other categories, with Massachusetts coming out on top.
Leading Advisor
NOVEMBER 2, 2022
Did Covid make you feel inaccessible, irrelevant, and invisible in 2020-2022? Has the new world economic disorder compounded how you may be feeling about being… The post Do you want to be accessible, relevant, and visible in 2023? appeared first on Leading Advisor - Simon Reilly.
Wealth Management
NOVEMBER 2, 2022
Starting early next year, Vanguard will begin testing giving individual investors in several equity index funds more options about how their shares are voted.
Nationwide Financial
NOVEMBER 2, 2022
With the 3rd Quarter earnings season underway, the recent rout in big technology stocks bolsters the bearish thesis of 2022. The tech sector faces fierce headwinds from a strong dollar, compressing margins, and weaker advertising growth, which is often considered a leading indicator of recessionary headwinds. Over the past several years, many of the largest tech stocks – think Alphabet/Google, Apple, Amazon, Meta Platforms/Facebook, and Microsoft – have rewarded investors with lofty
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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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