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My fishing pal Sam Rines has spent much of this year pushing a thesis of “ Price over Volume” ; I found it a compelling narrative, one that fits in nicely with an apsect of inflation that I had originally underestimated: “Greedflation.” The Price over Volume thesis is both compelling and underappreciated. I hope you find his take thought provoking… -Barry Price over Volume remains a key theme this earnings season with PG’s earnings report the tip of the iceberg.
From Black Knight: Black Knight’s First Look: Mortgage Delinquencies Hit Record Low in March, While Prepayments Rose on Easing Rates and Seasonal Tailwinds • The national delinquency rate dropped 53 basis points (-15%) in March, falling below 3% for the first time on record, ending the month at just 2.92% • While delinquency rates almost always fall in March – as borrowers utilize tax refunds and other seasonal revenues to pay down past-due debt – the drop marked the second largest decline in th
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
Today, in the Calculated Risk Real Estate Newsletter: Why Measures of Existing Home Inventory appear Different A brief excerpt: Here is a graph comparing the year-over-year change in Realtor.com’s active inventory, the NAR’s inventory, and Realtor.com inventory including pending sales. Note that the blue line (NAR) and dashed black line (Realtor including pending sales) track.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that in a settlement with the SEC, robo-advisor platform Betterment agreed to pay a $9 million penalty for allegedly misstating the frequency that its automated tax-loss harvesting system was scanning some client accounts between 2016 and 2019, highlighting the importance of ensuring that marketing messages and services provided match, not only for robo-advisors, but for human
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that in a settlement with the SEC, robo-advisor platform Betterment agreed to pay a $9 million penalty for allegedly misstating the frequency that its automated tax-loss harvesting system was scanning some client accounts between 2016 and 2019, highlighting the importance of ensuring that marketing messages and services provided match, not only for robo-advisors, but for human
Younger advisors, younger clients and old-fashioned referral programs have helped $9.5 billion AUM Brighton Jones double revenue in five years—without relying on acquisitions or rising markets.
CDs Short duration assets, like CDs, look good right now, but they do have risks. (awealthofcommonsense.com) Bank CD rates are at 15-year highs. The question is for how long? (nytimes.com) CD investors face reinvestment risk. (barrons.com) Strategy A little diversification goes a long way. (morningstar.com) What stocks would you pick if you had to hold them for 25 years?
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Ben Carlson, Ric Edelman, and Downtown Josh Brown discuss regulators vs Bitcoin, advice for financial advisors looking to get in the content game, the 2023 banking crisis, the new 60/40, exponential technology, how AI will impact financial advice, longevity, and much more!
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.
The advance estimate of Q1 GDP will be released this coming Thursday, April 27th. The consensus is that real GDP increased 2.0% annualized in Q1, down from 2.6% in Q4. From BofA: On net, the data lowered our tracking estimate a tenth to 1.5% q/q saar. Our tracking estimate for personal consumption expenditures (PCE) increased from 3.5% q/q saar to 4.0% q/q saar owing to slightly stronger than expected retail sales and a surge in utitilities production.
A reader asks: You talked about how baby boomers have so much money for a generation, and anecdotally so many financial plans that I run for our folks have them with way more than they need…they are diligent savers and investors. So we have all these boomers with excessive savings/investments that are unwilling to turn the switch to actually spend that money.
Equity Beat: In Consideration of the Macro mhannan Fri, 04/21/2023 - 10:56 At Brown Advisory, we often describe ourselves as “bottom-up” investors. That means we tend to focus more on stock selection conviction—in other words, understanding companies “from the bottom up”—and less on “top-down” concepts like sector allocation or broader macroeconomics.
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.
Stocks ended a choppy session slightly higher Friday, with major indexes suffering small weekly declines as investors weighed corporate earnings and the economic outlook. The Dow Jones Industrial Average DJIA rose around 22 points, or 0.1%, to close near 33,809, according to preliminary figures. The S&P 500 SPX and Nasdaq Composite COMP each eked out a rise of 0.1%.
The S&P 500 finished the week down 0.10% from last week despite Friday's gains. The index is currently up 7.66% year to date and is 13.82% below its record close from January 3, 2022.
For our April Chalk Talk , I invited my friend and Reverse Mortgage Specialist, Homa Rassouli from Mutual of Omaha. She has over 38 years of financial services and mortgage industry experience with the last 16 exclusively in the reverse mortgage business so I knew she would educate us all a little bit more about reverse mortgages. The responsible use of home equity may be an option to help mitigate certain market risks and help seniors to stay financially secure during future market disruption.
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.
In this paper we explain the answer to the question of if intangibles can be used to improve the performance of the quality factor. Improving the Quality Factor by Incorporating Intangible Intensity was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Retirement is a time to relax, reflect, and pursue personal interests that were set aside during one’s working years. Engaging in hobbies is a great way to stay active, learn new skills, and meet new people. For those entering retirement, there are many hobbies to consider that are both fulfilling and enjoyable. Gardening One popular hobby for retirees is gardening.
Nathan Howard/Getty ImagesInvestors continue to pour money into the Treasury market’s shortest-dated security on Friday amid ongoing worry over the U.S. debt ceiling and possibility that the government might default on its debts.Those worries came to the fore on Thursday as investors sought out the safest place to hide: the 1-month Treasury bill BX:TMUBMUSD01M.
Guiding Your Adult Children to Be Financially Independent Published April 21st, 2023 Reading Time: 5 minutes Written by: Blaine Thiederman MBA, CFP® Zoe Vetted Advisor Guiding Your Adult Children to Be Financially Independent Published April 21st, 2023 Reading Time: 5 minutes Written by: Blaine Thiederman MBA, CFP® Zoe Vetted Advisor When it comes to important advice for your adult children, financial education should always be top of mind.
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.
BlackRock Inc. BLK Chief Executive Larry Fink sold 35,799 BlackRock shares on Tuesday, according to a regulatory filing, garnering about $25 million in proceeds. That’s equal to about 7% of Fink’s stake in the company. The deal was executed in three trades at prices ranging from $694.00 to $696.35, according to the filing. The stock is down 1.7% in the year to date, while the S&P 500 SPXhas gained 8%.
SVB Financial Group said in a filing late Friday that Chief Executive Greg Becker and Chief Financial Officer Daniel Beck resigned this week, with Becker becoming a consultant to SVB at the request of the company and at no cost. SVB said its restructuring committee has appointed Nicholas Grossi, of Chicago-based Alvarez & Marsal, as interim CFO. SVB hired Alvarez & Marsal in March to serve as restructuring adviser following its collapse.
List of Oldest Companies in India: India today is proud of the wildest out-of-the-box startups like Paytm, Ola, and Zomato to name a few. But this entrepreneurial craze is not something that is recent. Every Indian has always levitated towards ‘Vyaapaar’ as a career choice. This has happened for millennials in India’s rich history. In this article, we take a look at some of the oldest companies in India which operate to this day.
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?
Procter & Gamble Co.’s PG stock rose 1.2% premarket Friday after the consumer goods giant’s fiscal third-quarter results topped Wall Street’s top and bottom-line estimates. The company reported net income of $3.4 billion, or core earnings of $1.37 a share, up from net income of $3.36 billion, or core earnings of $1.33 a share in the same period last year.
What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.
Shares of Emcore Corp. EMKR rose 2.0% in premarket trading Friday, after the provider of inertial navigation products for the aerospace and defense industries said it cut about 100 jobs as part of a restructuring that includes the shutdown of its broadband business. The job cuts represent about 21% of its workforce, as of Sept. 30. The company said the cuts will be primarily in Alhambra, Calif., where the company is based, and in China.
Do you use email marketing to reach your target audience? There’s a reason why email marketing is still recommended as part of any digital marketing strategy. In fact, for every $1 spent, it offers an ROI of $36. Especially as a financial advisor, email is one of the best forms of communication with prospects and existing clients. Email marketing can provide a more personalized marketing approach when compared to social media and PPC marketing.
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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