Wealth Management
JULY 2, 2023
While much of the sector continues to be dominated by small owners/operators, its solid property fundamentals, credit tenants and low capital expenditures are beginning to bring in institutional money.
Calculated Risk
JULY 2, 2023
Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16th. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons. This graph shows CME random length framing futures through May 16th (blue), and the new physically-delivered Lumber Futures (LBR) contract starting in August 2022 (Red).
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A Wealth of Common Sense
JULY 2, 2023
I have a hot take that’s been pre-heating in the over for a while that goes like this: The Big Short by Michael Lewis has lost investors more money than the last 3 bear markets combined. Allow me to explain. We’ve all read (or watched the movie) about the band of misfits who made a contrarian bet against the housing market and made a fortune.
Calculated Risk
JULY 2, 2023
Weekend: • Schedule for Week of July 2, 2023 Monday: • At 10:00 AM ET, ISM Manufacturing Index for June. The consensus is for the ISM to be at 47.2, up from 46.9 in May. • Also, at 10:00 AM, Construction Spending for May. The consensus is for a 0.5% increase in construction spending. • Late in the day, Light vehicle sales for June. The consensus is for light vehicle sales to be 15.3 million SAAR in June, up from 15.1 million in May (Seasonally Adjusted Annual Rate).
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Million Dollar Round Table (MDRT)
JULY 2, 2023
By Matt Pais, MDRT Content Specialist Toward the beginning of his 2015 MDRT Annual Meeting ConneXion Zone presentation, Seth Groff of Assurity Life cited Voltaire’s quote about judging people by their questions, not their answers. If clients judged you as an advisor based on your questions, what would they say? To help develop the way members communicate with clients and prospects, Groff recommended these three questions: “What do you want to be true at the end of this experience?
Random Roger's Retirement Planning
JULY 2, 2023
Barron's wrote about boomers having too much equity exposure for being on the cusp of retiring or being newly retired. They are making a sort of sequence of return risk point. The article featured four advisors and what they say to clients who have too much in equities. It seemed like one of the advisors answered with a sort of sales pitch, one guy is a total jerk and the other two, regardless of whether you agree with them or not, sincerely tackled the question.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
JULY 2, 2023
Top Penny Stocks Under Rs 1: Many investors look forward to investing in penny stocks in the hopes of multi-bagger gains. As a bull market rages in an economic upcycle, many penny stocks rise from micro-cap to small-cap, resulting in multi-fold gains for the investors. However, a quick search on Trade Brains Portal tells us that there are some 1,750 companies under the Rs 250 market cap.
Clever Girl Finance
JULY 2, 2023
Retail therapy might be your old standby, but that doesn’t mean it always has to be. Instead, consider a more minimalist and timeless wardrobe to protect your budget and your closet space. Whether you go for a strict capsule wardrobe, choose to become a fashion minimalist, or simply invest in better items less often, your budget will love the refresh.
Advisor Perspectives
JULY 2, 2023
Exchange-traded funds are certainly popular with investors—here’s a look at how they can coexist in harmony with other investment vehicles, from David Mann, Head of ETF Product & Capital Markets.
oXYGen Financial
JULY 2, 2023
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.
Advisor Perspectives
JULY 2, 2023
Economies are struggling to shake off effects of COVID.
The Big Picture
JULY 2, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Military Recruiting Crisis: Even Veterans Don’t Want Their Children to Join : Pentagon scrambles to retain the main pipeline for new service members as disillusioned families steer young people away. ( Wall Street Journal ) • Middle America’s ‘doom loop’ Work from home is crushing Midwestern downtowns ( Business Insider ) see also St.
Advisor Perspectives
JULY 2, 2023
The US is about to conduct a perilous economic experiment: In September, some 45 million borrowers will have to restart payments on student loans after three and a half years on hold.
Abnormal Returns
JULY 2, 2023
Top clicks this week Four strategies to keep from overspending. (humbledollar.com) There is only one true portfolio benchmark. (awealthofcommonsense.com) The optimist's case for the next few decades. (notboring.co) "Die With Zero" recommends a very different trajectory than traditional personal finance. (forbes.com) The Misery Index is falling rapidly.
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.
Advisor Perspectives
JULY 2, 2023
India is rapidly transforming into a formidable global superpower and an increasingly attractive destination for investor capital. Amid rising geopolitical tensions and the impact of disruptive technologies, India's story is a beacon of opportunity in a challenging landscape.
Abnormal Returns
JULY 2, 2023
Strategy The best investors stay humble. (behavioralvalueinvestor.substack.com) The Japanese stock market bubble did not come without some long term costs. (econsoapbox.com) Harry Markowitz Lessons learned from Harry Markowitz. (evidenceinvestor.com) Why Markowitz chose the risk measure he did. (humbledollar.com) A tribute to Harry Markowitz. (carsongroup.com) Apple Goldman Sachs ($GS) wants to cut its ties with Apple' ($AAPL) consumer credit business.
Advisor Perspectives
JULY 2, 2023
For decades, rich countries have urged developing countries to shift away from fossil fuels while failing to heed their own advice or offer meaningful funding. Kenyan President William Ruto’s recent call to establish a new “global green bank” is the sort of thoughtful proposal that developed countries must seriously consider.
Advisor Perspectives
JULY 2, 2023
One crystal-clear pattern has emerged. Everyone wants real-world, specific examples of how AI can and can’t enter into an advisor’s, investor’s, or creator’s workflow.
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.
Advisor Perspectives
JULY 2, 2023
In this article, we take a deeper look into three key housing releases from the past week: existing home sales, building permits, and housing starts. By examining this data, we gain valuable insights into the current state of the housing market and the broader economy.
Advisor Perspectives
JULY 2, 2023
Central bankers think they can handle a situation and fire the artillery. It always has an effect… but ultimately it is rarely the effect they wanted. Doing nothing at all might have been better but that wasn’t an option. They’re trapped in an endless spiral of intervention.
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