Wealth Management
OCTOBER 25, 2022
While rising inflation and weaker consumer spending are having an impact on industrial property fundamentals, the comparisons are to record highs in occupancy and rent growth.
Calculated Risk
OCTOBER 25, 2022
Freddie Mac reported that the Single-Family serious delinquency rate in September was 0.67%, down from 0.70% August. Freddie's rate is down year-over-year from 1.46% in September 2021. Freddie's serious delinquency rate peaked in February 2010 at 4.20% following the housing bubble and peaked at 3.17% in August 2020 during the pandemic. These are mortgage loans that are "three monthly payments or more past due or in foreclosure".
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Wealth Management
OCTOBER 25, 2022
A new survey found that 55% of people feel they haven’t saved enough, and inflation is preventing them from doing so.
Calculated Risk
OCTOBER 25, 2022
S&P/Case-Shiller released the monthly Home Price Indices for August ("August" is a 3-month average of June, July and August 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 to Decelerate in August The S&P CoreLogic Case-Shiller U.S.
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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
Wealth Management
OCTOBER 25, 2022
The head of a non-profit executive sourcing firm will take over for outgoing CEO Geoffrey Brown as the NAPFA board seeks permanent replacement.
Abnormal Returns
OCTOBER 25, 2022
Markets Given the market downturn, why isn't the VIX higher? (ft.com) 52-week lows have dried up. (allstarcharts.com) Rates Why the rapid rise in short term interest rates is a big deal. (fortunesandfrictions.com) The 40 in 60/40 portfolio is looking a lot better these days. (ofdollarsanddata.com) Media Warner Bros. Discovery ($WBD) is taking a big content-related write-off.
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A Wealth of Common Sense
OCTOBER 25, 2022
Whenever the next recession happens, every human being on the planet can take credit for calling it in advance. Everyone and their brother has been predicting an economic slowdown for months now. I guess when the Federal Reserve tells you they are willing to throw the economy into a recession to slow inflation, you should believe them. The weird thing is it would be hard to say we’re in a recession right now.
Wealth Management
OCTOBER 25, 2022
A United States District Court found that two Cetera firms failed to disclose conflicts of interest to advisory clients when recommending investment funds and taking 12b-1 fees, shared revenue, administrative fees and mark-ups.
The Irrelevant Investor
OCTOBER 25, 2022
Today we learned that home prices had their largest drop since 2009. This is just a small preview of what I believe we’ll see in the coming months as the market adjusts to 7% mortgages. In fact, a lot of the economic data will likely worsen. We just heard from the Chief Business Economist at S&P Global opine on the most recent Global Flash US Services PMI report.
Wealth Management
OCTOBER 25, 2022
A United States District Court found that two Cetera firms failed to disclose conflicts of interest to advisory clients when recommending investment funds and taking 12b-1 fees, shared revenue, administrative fees and mark-ups.
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.
Calculated Risk
OCTOBER 25, 2022
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. • At 10:00 AM, New Home Sales for September from the Census Bureau. The consensus is for 590 thousand SAAR, down from 685 thousand in August.
Wealth Management
OCTOBER 25, 2022
Propmodo looks at why a lawsuit involving a JLL-brokered office lease might be important for all real estate brokerages. Kotaku examines a new landlord video game. These are among today’s must reads from around the commercial real estate industry.
Abnormal Returns
OCTOBER 25, 2022
Factors How much of factor research is dependent on falling interest rates? (papers.ssrn.com) Why you should expect the value premium to persist over time. (evidenceinvestor.com) Correlations There is no magic bullet when forecasting the stock-bond correlation. (quantpedia.com) CTA returns with the stock market can vary wildly over the short term. (priceactionlab.com) ESG A review of the case for ESG strategies.
Wealth Management
OCTOBER 25, 2022
The New York-based startup, which launched last year, processes $3 billion in annualized rent payments, and its Bilt Mastercard customers are spending at an annualized rate of $1.6 billion.
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.
The Reformed Broker
OCTOBER 25, 2022
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: ?Stocks Rally, Yields Drop – Why would you be selling now if you haven’t sold already? ?Stocks Bottom First – Stocks will plunge way before earnings, GDP, and Payrolls do. ?
Wealth Management
OCTOBER 25, 2022
With the yield on popular Series I savings bonds expected to fall to 6.47%, some bonds and Treasuries are offering competitive returns.
The Reformed Broker
OCTOBER 25, 2022
Final Trades: GE, Wynn & Shake Shack from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
OCTOBER 25, 2022
TLT and BIL funds have both now raked in $13 billion this year.
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.
Calculated Risk
OCTOBER 25, 2022
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index "Continued to Decelerate" to 13.0% year-over-year increase in August Excerpt: Both the Case-Shiller House Price Index (HPI) and the Federal Housing Finance Agency (FHFA) HPI for August were released today. Here is a graph of the month-over-month (MoM) change in the Case-Shiller National Index Seasonally Adjusted (SA).
Nerd's Eye View
OCTOBER 25, 2022
Welcome back to the 304th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Chad Chubb. Chad is the founder of WealthKeel, an independent virtual RIA based in Tampa, Florida that advises on over $100 million of assets for 110 client households. What's unique about Chad, though, is how he has not only implemented a “surge meeting” approach to meet with each of his ongoing clients during a two-month period twice a year, but has gone further to implement
Nationwide Financial
OCTOBER 25, 2022
Inflation remains the hot-button issue for voters in advance of the 2022 midterms. Nationwide Economics expects consumer inflation to remain highly elevated into 2023 while gradually slowing over the next year. The Federal Reserve is projected to tighten the Fed funds target rate sharply through the end of 2022 as it fights inflation. Interest rates are expected to remain higher next year and into 2024 to prevent a renewed surge in prices, even with an economic downturn likely in 2023.
The Irrelevant Investor
OCTOBER 25, 2022
Today’s Animal Spirits is brought to you by YCharts: Submit your email here to claim 20% off YCharts On today’s show we discuss: Vanguard poised to be the largest bond ETF manager Wages, prices, and taming US inflation Higher interest rates can take a long time to bring down inflation The Fed Presidents are becoming influencers What will peak 30-yr fixed mortgage rates be by December 29, 2022 Builders are ready.
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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.
Calculated Risk
OCTOBER 25, 2022
Today, in the Real Estate Newsletter: Lawler: Update on the Household “Conundrum” Excerpt: This is from housing economist Tom Lawler: The pandemic wreaked havoc on some of the government surveys designed to measure the number of and characteristics of US households (though there were measurement issues before the pandemic), making it difficult for analysts how much of the extraordinary strength in the housing market during 2021 and early 2022 was related to “demographics” as opposed to behaviora
Million Dollar Round Table (MDRT)
OCTOBER 25, 2022
By Duncan MacPherson As a financial advisor, you’re in the knowledge-for-profit business. You think for a living. You’re not selling things; you are promoting the promise of the future. Think about commoditization and all the forces at work, such as fee compression, which can render you into looking like any other advisor. What you do can become very abstract.
Covisum
OCTOBER 25, 2022
Many advisors have a variety of financial planning software solutions to help them meet their clients' needs. There is software to help you create and organize your client database, manage portfolios, optimize Social Security benefits, market your practice, and more. But relying on several different tech tools can cause some headaches. They may claim to integrate, but how well do they?
Alpha Architect
OCTOBER 25, 2022
In this article, the author examines several important questions related to asynchronous trading, or the variation in trading frequency that occurs when trading stocks or other assets. Bias in Beta and Implications for Empirical Asset Pricing was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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?
BlueMind
OCTOBER 25, 2022
Category: Clients Risk. The coronavirus outbreak has wreaked havoc on people’s daily lives and the financial world. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. However, amid these fears, it has become difficult for financial advisors to explain to clients that taking appropriate risks is deemed necessary in order
Mullooly Asset Management
OCTOBER 25, 2022
If you save money into a retirement account, like a 401(k), 457 or 403(b), you will be able to contribute more in 2023. The IRS announced a new contribution limit of $22,500 for these accounts starting next year. That is an increase of $2,000 from the 2022 limit of $20,500. This is important for workers […].
Random Roger's Retirement Planning
OCTOBER 25, 2022
With all the time we've spent learning about new alternative strategies (new in that they've become accessible in funds for retail sized accounts) and how to incorporate them into a diversified portfolios, I thought it might be worthwhile to revisit a couple of older school alternatives to see how they're doing through the current event. The chart shows a couple of Hussman funds and the Permanent Portfolio.
FMG
OCTOBER 25, 2022
Happy Tuesday! It’s the last “Trending This Tuesday” of the month, and we wanted to close it out with some great reads. From the biggest mistakes that advisors make on social media to image optimization, giving great feedback on content and more, be sure to check out this spook-tacular roundup. . 1. 5 Mistakes Financial Advisors Make On Social Media via Advisorpedia.
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