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This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. 1. Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. 1, she founded an advisory firm where she worked closely with CEOs to accelerate growth. She also served as a founding member of BlackRock’s iShares business, where she helped drive the development of the global ETF industry and iShares’ leadership role within it.
The key reports this week are December retail sales, housing starts and existing home sales. For manufacturing, the December Industrial Production report and the January New York and Philly Fed manufacturing surveys will be released. -- Monday, January 16th -- All US markets will be closed in observance of Martin Luther King Jr. Day -- Tuesday, January 17th -- 8:30 AM: The New York Fed Empire State manufacturing survey for January.
The weekend is here! Pour yourself a mug of Volcanica coffee , grab a seat by the fire, and get ready for our longer-form weekend reads: • A Chicago Attorney Is Getting Justice For Hundreds Of Wrongfully Convicted People All At Once : Josh Tepfer has helped exonerate 288 people, many of whom were convicted based on patterns of misconduct by corrupt police or officials. ( Buzzfeed ). • The Great Forgetting: Earth is losing its memory : A stratum of amnesia in the geological record, where overlyi
At the Calculated Risk Real Estate Newsletter this week: • 3rd Look at Local Housing Markets in December • Current State of the Housing Market; Overview for mid-January • Lawler: Freddie Mac “National” Home Price Index Down Again in November; Rents Continued to Slide • Mortgage Rate Update • 2nd Look at Local Housing Markets in December This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
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
Please enjoy the all new episode of The Compound and Friends this morning on YouTube of catch the audio version of the pod wherever you get your favorite shows. Big thanks to Callie for coming on and being awesome! The post The Mud Room appeared first on The Reformed Broker.
One of the most lucrative money-making machines in the world of finance is all clogged up, threatening a year of pain for Wall Street banks and private-equity barons as a decade-long deal boom goes bust.
Articles They took deposits, they used the deposits to make loans, the loans went bad, the depositors panicked, they asked for their money back, the money wasn’t there. (By Matt Levine) What many people really want from money is the ability to stop thinking about money (By Morgan Housel) Workers have likely never had more bargaining power than they do right now.
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Articles They took deposits, they used the deposits to make loans, the loans went bad, the depositors panicked, they asked for their money back, the money wasn’t there. (By Matt Levine) What many people really want from money is the ability to stop thinking about money (By Morgan Housel) Workers have likely never had more bargaining power than they do right now.
The Federal Open Market Committee’s 12 voting members differ on where they think interest rates should go this year. But we know they’re unanimously against cutting rates until at least 2024—or at least they were as of December, according to that meeting’s minutes.
Craig Lemoine, Ph.D., CFP ® , Director of Consumer Investment Research Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. But it requires processes, procedures and structures to ensure the client is always put first.
Investors don’t appear to have been fazed by the FAA mishap. Shares of U.S. domestic airlines finished Wednesday up more than 1% before advancing a further 4% on Thursday in response to positive earnings estimates.
EVs The NTSB is warning about the weight of new EVs. (engadget.com) EVs change a number of things not just the powertrain including vehicle weight. (vox.com) Why EVs don't perform well in cold weather. (washingtonpost.com) E-bikes E-bikes provide a bigger bang for the buck than EVs. (axios.com) E-bikes are faster, therefore put riders at more risk. (cnbc.com) Transport Why did road deaths increase during the early stages of the pandemic?
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 US tax filing season will begin Jan. 23 and run through through April 18 with, perhaps, less frustration for both taxpayers and the Internal Revenue Service than in recent years.
Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? Assets that don’t trade at all might sound tempting, but @jasonzweigwsj says beware of the pitfalls of private offerings [link] Don’t let the volatility of publicly traded assets scare you into buying opaque investments Jan 13, 2023 Why investing will grow more difficult in 2023 [link]
A Nevada lithium mine that would be only the second in the US is getting backing from the Biden administration as it seeks to boost the domestic supply of the critical mineral needed to make electric vehicle batteries.
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 process by which advisors select a TAMP is the latest illustration of fiduciary failure, and the SEC has responded with ominous rulemaking that will have questionable value to our profession.
This article explores how the addition of specific liquid alternative strategies produces an “All-Terrain” portfolio with the potential for improved long-term performance across a wider range of market environments.
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.
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