Calculated Risk
APRIL 24, 2023
Altos reports that active single-family inventory was up 2.1% week-over-week. Maybe inventory has finally bottomed seasonally. This is the highest inventory level since the week ending March 17th. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of April 21st, inventory was at 414 thousand (7-day average), compared to 405 thousand the prior week.
Wealth Management
APRIL 24, 2023
Risks include reputation management, personal threat assessments and emergency preparedness for natural disasters.
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The Reformed Broker
APRIL 24, 2023
I pay close attention to the language business leaders and economists use and pick up on shifts as they happen. By shift, I mean that very often you will see a word or phrase creep into the commentary of several people at the same time, almost as if they are all reading from the same pre-approved script. It’s not a conspiracy. This happens because we are social animals and all take take our cues from one another, ev.
The Big Picture
APRIL 24, 2023
If you spend any time with FinTV – even if it’s muted in the background – you would have been treated to a debate as to “ Are we in a new bull market? ” or not. Sometimes it’s phrased as “ Is the bear market over? ” I believe this is the wrong way to think about bull and bear markets. We have previously discussed ( see this , this , this , and this ) why the 20% bull/bear frame of reference is simply noisy nonsense.
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Wealth Management
APRIL 24, 2023
At a real estate conference last week, Sam Zell called remote work “b t” and said the office situation will change, reports Insider. Non-traded REIT fundraising bounced back in March, according to the latest data from Robert A. Stanger & Co. These are among the must reads from around the real estate investment world to start the week.
Abnormal Returns
APRIL 24, 2023
Markets There is now a one-day version of the VIX. (finance.yahoo.com) European stocks are trading at a discount to the U.S. (mailchi.mp) Some hard-core crypto types have turned to precious metals. (wsj.com) Why are investors so nervous? (allstarcharts.com) Strategy What happens after a big down year in the stock market? (awealthofcommonsense.com) Just knowing that stocks go through cycles matters.
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Nerd's Eye View
APRIL 24, 2023
Financial advisors will sometimes talk about ‘bad’ clients who don’t act on the advice being provided. But the reality is that they may not necessarily be ‘bad’ clients; rather, their behaviors are a sign that they are not fully engaged in the planning process because other aspects of their life take precedence over managing the tasks needed to accomplish their financial planning goals, they lack the knowledge to make an informed decision, or they are procrastinatin
Wealth Management
APRIL 24, 2023
Zephyr's Chris Volpe and Randy Jones discuss the upcoming Zephyr Summit: The Definitive Investment Management Summit For Enhancing Investor Experience.
Calculated Risk
APRIL 24, 2023
From WardsAuto: April U.S. Light-Vehicle Sales to Post Strong Growth; Inventory to Fall from March (pay content). Brief excerpt: Even though the seasonally adjusted annual rate could decline slightly from the prior quarter’s 15.2 million units, sales volume is forecast to rise a robust 13% year-over-year in Q2. Inventory will undergo a seasonally related month-to-month decline in April but resume growth by the end of the quarter. emphasis added Click on graph for larger image.
Wealth Management
APRIL 24, 2023
Those who do not adopt and incorporate the coming wave of AI and fintech apps may find themselves wondering why competitors can charge so little for plan services or are able to work with smaller plans.
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
APRIL 24, 2023
From Matthew Graham at Mortgage News Daily: Mortgage Rates Slightly Lower to Start The Week The average lender moved slightly lower in cost. The change was small enough that most borrowers will see it in the form of a modest reduction in upfront costs without any change in the quoted interest rate (relative to what the same scenario would have been quoted on Friday). [ 30 year fixed 6.59% ] emphasis added Tuesday: • At 9:00 AM ET, S&P/Case-Shiller House Price Index for February.
Wealth Management
APRIL 24, 2023
Experts weigh in on how artificial intelligence will change the money business.
Abnormal Returns
APRIL 24, 2023
Podcasts Michael Kitces talks operational efficiency with Charesse Spiller who is Founder and Principal Consultant for Level Best. (kitces.com) Daniel Crosby talks kids and money with Mac Gardner, Founder and Chief Education Officer for FinLit Tech. (podcasts.apple.com) IRAs The traditional IRA is less attractive than it used to be. (investmentnews.com) Annuities are coming to a 401(k) plan near you.
Wealth Management
APRIL 24, 2023
We’re a long way from AI taking over Wall Street, but two credible studies suggest there’s no reason to think it can’t.
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.
Calculated Risk
APRIL 24, 2023
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in February A brief excerpt: Every month I track about 40 local housing markets in the US to get an early sense of changes in the housing market. After the National Association of Realtors® (NAR) releases the monthly existing home sales report, I pick up additional local market data that is reported after the NAR (and I’m frequently adding more markets).
Wealth Management
APRIL 24, 2023
More than $12.6 billion has been sent to equity exchange-traded funds in April, the largest influx since January and more than twice the rate of February and March.
Good Financial Cents
APRIL 24, 2023
“People with clear, written goals, accomplish far more in a shorter period of time than people without them could ever imagine.” -Brian Tracy 10 years ago, I enrolled in my first coaching program called The Strategic Coach , a program dedicated to helping entrepreneurs achieve exponential growth. I seldom use the expression “game changer,” but this program is just that.
Wealth Management
APRIL 24, 2023
Total assets in the Franklin OnChain US Government Money Fund (FOBXX), which was launched last year, have increased to around $270 million.
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.
Investment Writing
APRIL 24, 2023
Can you spot what’s wrong in the image below? Please post your answer as a comment. I think this month’s mistake is pretty easy to spot. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for April 24: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Wealth Management
APRIL 24, 2023
Simon Edelsten of Artemis Global Select joins Merryn Talks Money to explain how to invest in a world of persistent inflation.
A Wealth of Common Sense
APRIL 24, 2023
Today’s Talk Your Book is brought to you by Simplify ETFs: See here for more information on Simplify ETFs On today’s show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss Simplify’s suite of portfolio diversification-focused strategies. On today’s show, we discuss: An intro to Simplify ETFs How yield affects the liquid alternatives space Simplify’s interest rate hedge ETF.
Trade Brains
APRIL 24, 2023
Companies with the highest share price in India: Generally most of the shares in the Indian stock market trade at a share price below Rs 1,000. Moreover, around 3500 companies listed on the Indian stock market have a share price of less than Rs 500 per share. However, there are a few stocks that trade at a price in multiples of thousands of rupees. The share price of a company has nothing to do with the company’s valuation.
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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.
Clever Girl Finance
APRIL 24, 2023
“Living your best life” may make you think of lounging on the beach. Or maybe you imagine yourself power-walking down a busy street in a hot pink suit. Likely, your dream life falls somewhere in between. Living your best life essentially means living a life that makes you happy and also one that allows you to be at your full potential. It's about being intentional with the way you choose to live and living life on your own terms.
XY Planning Network
APRIL 24, 2023
I recently had the pleasure of representing XYPN at the Kingdom Advisor Conference in Orlando, Florida, and FPA National in Seattle, Washington. The post-COVID, in-person energy was undeniable. People were happy to gather and were proud of their work. Personally, what struck me was that nearly every person I met had either heard about XYPN or was interested in learning more about our impact.
Advisor Perspectives
APRIL 24, 2023
Having recognized the myriad benefits of an advisor-CPA collaboration, here is how to embark upon the process of finding the ideal partner.
Alpha Architect
APRIL 24, 2023
This article studies how investment ideas can propagate through a social network and affect market behavior and prices. Game On: Social Networks and Markets 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?
Integrity Financial Planning
APRIL 24, 2023
Even as tax season winds down, it’s still important that you consider tax strategy as part of your financial picture. Many couples file jointly, and while it can sometimes help save on your taxes, it isn’t always the best option in each case! Here are some important factors to consider if you are filing taxes as a married couple. Determine if you can file jointly.
Clever Girl Finance
APRIL 24, 2023
Money is a big stress factor for many people. So, if you’ve found yourself feeling stressed recently and wondering how to stop worrying about money, there’s a strong chance that your finances are to blame. But constant concern about finances can lead to mental, emotional, and physical stress , so it’s important to get it under control. Strategies that help you learn how to stop worrying about money are essential life skills that will help you build a happier and more satisfying life.
MarketWatch
APRIL 24, 2023
Warner Bros. Discovery Inc.’s WBD Cable News Network, known as CNN, said Monday that it has parted ways with host Don Lemon. “Don will forever be a part of the CNN family, and we thank him for his contributions over the past 17 years,” CNN Chief Executive Officer Chris Light said in a statement. Don Lemon responded in a tweet, “I am stunned.” Lemon said he was informed Monday morning by his agent about the termination.
Advisor Perspectives
APRIL 24, 2023
Amid the overabundance of economic opinion, unexamined clichés, and unverified assertions, and nutrient-free word salad dispensed by talking heads on television, market observers, and even Federal Reserve officials, I often wonder how many of them have ever taken the time to carefully examine historical data.
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