Mish Talk
NOVEMBER 22, 2022
Bitcoin daily chart courtesy of StockCharts.Com. I have been making notes, some of them incorrectly. Apologies offered. Generational Bottoms Bitcoin is Life Hoot of the Day (From May 2022). Hmm 6 months is up. On May 8, Bitcoin was $34,000. It's now under $16,000. That's OK because 6 months doesn't matter and $1BTC is still $1BTC. Bitcoin Log Chart.
Wealth Management
NOVEMBER 22, 2022
A new study finds more Americans tapping their retirement accounts early with the economy on shaky ground.
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Calculated Risk
NOVEMBER 22, 2022
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Likely "Dramatic shift" in Household Formation has "Major implications" for 2023 A brief excerpt: Below is a chart showing the CPS/ASEC estimates of the % of 25-34 year olds living alone. According to CPS/ASEC estimates, the % of adults (18+) living alone jumped to 14.9% in March 2022 from 14.4% in March 2021, and the % of households with just one member climbed to 28.9% from 28.2%.
Wealth Management
NOVEMBER 22, 2022
Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time.
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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
Nerd's Eye View
NOVEMBER 22, 2022
Welcome back to the 308th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Matthew Blocki. Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households. What's unique about Matthew, though, is how he and his firm have implemented pre-meeting, during-meeting, and post-meeting checklists to create more efficient processes that not on
Wealth Management
NOVEMBER 22, 2022
Networking as a series of teachable moments
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 22, 2022
The Ensemble Practice's Brandon Odell discusses the evolution of staffing and compensation in the RIA industry—and how the most successful firms are winning the war for talent.
Calculated Risk
NOVEMBER 22, 2022
From Black Knight: Black Knight’s First Look: Prepayment Activity Hit Record Low in October as Rates Topped 7%; Mortgage Delinquencies Up 4.5% in First Signs of Hurricane Ian Impact • Prepayments fell 16.5% to a single-month mortality (SMM) rate of 0.48%, well below the previous record of 0.55% and the lowest recorded since at least 2000 when Black Knight began reporting the metric • T he national delinquency rate rose 4.5% in October to 2.91% – up 12 basis points since September – driven by a s
Wealth Management
NOVEMBER 22, 2022
The use of managed accounts especially as the default option.
Calculated Risk
NOVEMBER 22, 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 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 225 thousand initial claims, up from 222 thousand last week. • At 8:30 AM, Durable Goods Orders for October from the Census Bureau.
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.
Wealth Management
NOVEMBER 22, 2022
Congress needs to address unintended consequences.
The Reformed Broker
NOVEMBER 22, 2022
Final Trades: Halliburton, Restaurant Brands, Kinder Morgan & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
NOVEMBER 22, 2022
Listen in and learn from these experts on how you can streamline your infrastructure for fast growth with the latest enhancements in workflow technology.
The Reformed Broker
NOVEMBER 22, 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: ?Bob Iger is Back – Wall Street celebrates Igers return as Disney gains $12B in market cap overnight. ?Tesla 50% Drawdown – “Tesla Is Stock Market’s Biggest Laggard” ?
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.
Wealth Management
NOVEMBER 22, 2022
We asked which assets will be the best store of wealth for the next decade. Here’s what we found out.
Abnormal Returns
NOVEMBER 22, 2022
Active managers Even money managers like to 'buy what they know.' (papers.ssrn.com) Active managers are subject to the same biases as individual investors. (alphaarchitect.com) Key takeaways from 20 years of the SPIVA report including 'Most active managers underperform most of the time.' (evidenceinvestor.com) Corporate finance The Big Three money managers have seemingly helped increase the number of female board directors.
Wealth Management
NOVEMBER 22, 2022
Tuesday, December 13, 2022 | 2:00 PM ET
A Wealth of Common Sense
NOVEMBER 22, 2022
Sometimes life would be easier if everyone was more like Keanu Reeves: But other times you just can’t help yourself: I’m choosing door #2 today. Sorry, Keanu. I’ve seen some variation of this chart making the rounds for a few weeks now: At face value, it looks scary and even obvious. During the pandemic, the personal savings rate skyrocketed while credit card debt plummeted.
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.
Wealth Management
NOVEMBER 22, 2022
U.S. apartment renters are having a harder time making rent, reports GlobeSt.com. D Magazine profiles commercial real estate veteran Diane Butler. These are among today’s must reads from around the commercial real estate industry.
Advisor Perspectives
NOVEMBER 22, 2022
The great quantitative easing experiment was a mistake. It's time central banks acknowledge it for the failure it was and retire it from their policy arsenal as soon as they’re able.
Wealth Management
NOVEMBER 22, 2022
Space on Upper Fifth Avenue, between 49th and 60th streets, garners some of the highest average rents, according to a report by Cushman & Wakefield Plc. The area’s resilience during the pandemic downturn, coupled with the strength of the US dollar, helped the corridor bounce to the top of a list of shopping districts across the world.
Million Dollar Round Table (MDRT)
NOVEMBER 22, 2022
By Johan Fanggara, CFP After competing in endurance sports — including five marathons, two Ironman races and several triathlons — I realized the financial services profession is not a sprint; it’s a marathon. Therefore, having the right mindset is crucial to building something sustainable. To most people, marathons seem like an impossible distance to conquer.
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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.
Wealth Management
NOVEMBER 22, 2022
The SEC said the Goldman Sachs Asset Management unit “had several policies and procedures failures involving the ESG research its investment teams used to select and monitor securities.
Clever Girl Finance
NOVEMBER 22, 2022
Learning the signs of financial abuse and how to safely leave a financially abusive relationship is incredibly important. When people think of abuse in a relationship, physical abuse is usually what comes to mind. However, financial abuse is a form of domestic violence that can in turn lead to intimate partner violence (IPV). In fact, according to data from the CDC , the physical and mental trauma that IPV causes victims (affecting 1 in 3 women), an abusive relationship costs a woman around $100
Wealth Management
NOVEMBER 22, 2022
Mortgage-backed securities usually get hit particularly hard by unexpected changes in interest rates. That sensitivity is known as negative convexity, but it’s all but disappeared for now, because home loan rates have surged and most homeowners are far from being able to refinance and prepay their loans.
The Irrelevant Investor
NOVEMBER 22, 2022
Today’s Animal Spirits is brought to you by YCharts: Enter your information here to claim a FREE YCharts Professional account through December 16th, 2022 (first 100 submissions) On today’s show we discuss: The S&P 500 is not the economy Why hasn’t the crypto contagion spilled into the stock market? Atlanta Fed GDP estimate The auto industry is the economy’s best hope right now How long until ex.
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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?
Wealth Management
NOVEMBER 22, 2022
Monday, December 05, 2022 | 2:00 PM ET
Advisor Perspectives
NOVEMBER 22, 2022
Let’s look at four keys to building trust through deeper relationships.
Random Roger's Retirement Planning
NOVEMBER 22, 2022
Let's take a look at diversification. It's a vital component of investment success and while there are many ways to structure a diversified portfolio with no single way being best, there might be a few ways that are not so good. Jim Bianco Tweeted out that as/of last January, Bill Miller, the old Legg Mason guy, had 50% of his net worth in Amazon and 50% in Bitcoin.
FMG
NOVEMBER 22, 2022
As we approach Thanksgiving this week, we wanted to share some marketing articles that can close out your short week on a high note! Boost your business with these awesome lead-generation tools, pay attention to these graphic design trends and much more. . 1. 11 Lead-generation Tools for Financial Advisors to Help Build Your List via Three Crowns Marketing.
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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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