Wealth Management
JULY 27, 2023
Any renewals of the Opportunity Zone program would have to be enacted by a divided Congress, but real estate industry experts are cautiously optimistic.
Calculated Risk
JULY 27, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from Danielle Hale: Weekly Housing Trends View — Data Week Ending July 22, 2023 • Active inventory declined, with for-sale homes lagging behind year ago levels by 8%. This week marks a 5th consecutive annual decline in the number of homes actively available for sale. • New listings–a measure of sellers putting homes up for sale–were down again this week, by 18% from one year ago.
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Wealth Management
JULY 27, 2023
As a former Merrill ACTM chairperson, Andy Ferguson had an acute view of the changes taking place at the firm. He shares how that influenced his decision to opt for independence over Merrill’s retire-in-place program.
Abnormal Returns
JULY 27, 2023
Books An excerpt from "Easy Money: Cryptocurrency, Casino Capitalism, and the Golden Age of Fraud" by Ben McKenzie and Jacob Silverman. (rollingstone.com) An excerpt from "Wasteland: The Secret World of Waste and the Urgent Search for a Cleaner Future" by Oliver Franklin-Wallis (gq.com) An excerpt from “Programmable Planet: The Synthetic Biology Revolution” by Ted Danton.
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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
JULY 27, 2023
Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer.
Nerd's Eye View
JULY 27, 2023
While many financial advisory firm owners have long-term goals that involve building a career based in a profitable and sustainable advisory firm, there are some firm owners who develop their firm as a means to explore and pursue other business endeavors. These firm owners may opt to take a backseat role in running the firm, yet must still entrust client relationships and firm management to their advisors and support team.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JULY 27, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Personal Income and Outlays, June 2022. The consensus is for a 0.4% increase in personal income, and for a 0.4% increase in personal spending. And for the Core PCE price index to increase 0.2%. PCE prices are expected to be up 3.1% YoY, and core PCE prices up 4.2% YoY. • At 10:00 AM, University of Michigan's Consumer sentiment index (Final for July).
Wealth Management
JULY 27, 2023
It’s based on the idea that you should be current in all areas of your clients’ financial lives, not just their investments.
Calculated Risk
JULY 27, 2023
The DOL reported : In the week ending July 22, the advance figure for seasonally adjusted initial claims was 221,000 , a decrease of 7,000 from the previous week's unrevised level of 228,000. The 4-week moving average was 233,750, a decrease of 3,750 from the previous week's unrevised average of 237,500. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
Wealth Management
JULY 27, 2023
How floating rate direct loans have thrived in past periods of rising interest rates and market volatility.
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 Big Picture
JULY 27, 2023
My morning train reads: • Commercial Real Estate Is in Trouble, but Not for the Reason You Think : As far as weak spots go, there are reasons for concern. Offices comprise 80% of new delinquencies in commercial real estate loans, and occupancy rates in major cities consistently hover around 50% of capacity. But the towers we once commuted to comprise just a tiny fraction of the overall commercial real estate market.
Wealth Management
JULY 27, 2023
Municipal securities issued for Brightline, the privately-run passenger rail company, have returned as much as about 20% this year, far out pacing a 5.5% gain for high-yield municipal bonds.
The Reformed Broker
JULY 27, 2023
Bernstein raises Apple’s price target to $195 from CNBC Watch CNBC’s investment committee discuss Meta’s earnings call from CNBC Threads is not the reason why Meta’s stock is up, Ritholtz’s Josh Brown from CNBC Final Trades: GM, Charter, Live Nation & more from CNBC
Calculated Risk
JULY 27, 2023
From the NAR: Pending Home Sales Rose 0.3% in June, First Increase in Three Months Pending home sales registered a modest increase of 0.3% in June from the previous month – the first increase since February – according to the National Association of REALTORS®. The South and West posted monthly losses, while sales in the Northeast and Midwest grew. All four U.S. regions saw year-over-year declines in transactions.
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 Big Picture
JULY 27, 2023
Last week, in anticipation of the FOMC meeting, I hopped into the shed with Pete Dominick, and as always, we BS about everything, from inflation to the Federal Reserve, AI, bad models, and my hacked Twitter account. Favorite quote: “ At least the Ramora fish clean the parasites from the shark …” iTunes , YouTube , Patreon , Twitter , The post SUPD: Elon Musk, AI, Bad Models & Housing appeared first on The Big Picture.
Calculated Risk
JULY 27, 2023
Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single-Family Mortgage Delinquency Rate Declined, Multi-Family Increased in June Brief excerpt: I’ve argued that there would not be a huge wave of single-family foreclosures this cycle since lending standards have been solid and most homeowners have substantial equity. That means we will not see cascading price declines like following the housing bubble.
A Wealth of Common Sense
JULY 27, 2023
A reader asks: Can you speak to if you think the market is skewed toward benefiting the large players more than the small players if not being downright rigged against the small players? There’s a movie coming out this fall about the Gamestop saga called Dumb Money: Nick Sapienza joined me on the show to go over questions about expected returns in financial markets, setting expectations for your financial plan, the.
Calculated Risk
JULY 27, 2023
From the BEA: Gross Domestic Product, Second Quarter 2023 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 2.4 percent in the second quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the first quarter, real GDP increased 2.0 percent. The increase in real GDP reflected increases in consumer spending, nonresidential fixed investment, state and local government spending, private inventory investment, and federal
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.
Trade Brains
JULY 27, 2023
Jindal Steel & Power vs Jindal Stainless: The shares of various steel companies rallied in the financial year 2020-21 as they announced record earnings because of volume growth and margin expansion. The steel stocks are in focus again with many companies giving multi-bagger returns to their shareholders. Are you eying any steel stock? How about the two Jindal companies?
Alpha Architect
JULY 27, 2023
Running regressions on past returns is a great tool for academic researchers who understand this approach's nuance, assumptions, pitfalls, and limitations. However, when factor regressions become part of a sales effort and/or are put in the hands of investors/advisors/DIYers, "the tool can quickly turn you into a fool." Regression is a tool that can turn you into a fool was originally published at Alpha Architect.
Integrity Financial Planning
JULY 27, 2023
For many retirees, reminiscing about their childhood can be a soothing and nostalgic experience. It’s a journey back to simpler times when life was less complicated and technology had not yet permeated every aspect of living. Let’s take a walk down memory lane and revisit some of those vivid memories that might be tucked away in the corners of your mind and heart.
The Irrelevant Investor
JULY 27, 2023
Today’s Compound and Friends is brought to you by J.P. Morgan Asset Management: See here for more information on JP Morgans’s suite of ETF products. On today’s show, we discuss: JC’s chart storm – see our latest TCAF YouTube video for all of JCs visuals No one is really embracing this rally as an upward new bull market, says Fundstrats Tom Lee After a misjudged first half, strategists face.
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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 27, 2023
In this episode we speak with ReSolve Asset Management CIO Adam Butler about how he manages his personal portfolio. We discuss how Adam builds a portfolio of uncorrelated return streams to optimize both return and risk. We also cover how to view historical data, how investors focus on tracking error changes portfolio theory, leverage, leaving money to children and a lot more.
SEI
JULY 27, 2023
SEI Novus℠ uses portfolio aggregation to answer questions around exposures, performance, risk, and more.
Advisor Perspectives
JULY 27, 2023
Mortgage rates are the highest they’ve been in over 30 years, keeping home affordability in unprecedented territory. However, mortgage rates above 7% aren’t the only factor keeping home prices high.
SEI
JULY 27, 2023
It’s no secret that inflation has been running hot.
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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?
Indigo Marketing Agency
JULY 27, 2023
As a financial advisor, engaging in fee conversations with prospective clients can be challenging—and sometimes downright awkward! There are those who will focus solely on what you charge and overlook the broader value of how you can help. Others are convinced that they can DIY their financial plan for free. To overcome the fee hurdle, it is essential to redirect these conversations toward the value propositions you offer.
SEI
JULY 27, 2023
Retain, reward, and motivate your advisory firm team with these compensation best practices.
Walkner Condon Financial Advisors
JULY 27, 2023
Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. Nate and Clint have recorded a podcast on these items, but we also wanted to offer it in written form as well. Staff Changes We bid goodbye to Most Mico last week. She was a great fit in an administrative role for us during her tenure.
Advisor Perspectives
JULY 27, 2023
Our emerging market debt valuation metrics across all but the U.S. interest rate dimension remain unambiguously attractive. In our Quarterly Valuation Update, we provide our Q2 assessment.
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