Calculated Risk
JUNE 13, 2023
Here are a few measures of inflation: The first graph is the one Fed Chair Powell has been mentioning. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through May 2023. Services were up 6.3% YoY as of May 2023, down from 6.8% YoY in April. Services less rent of shelter was up 4.2% YoY in May, down from 5.2% YoY in April.
Wealth Management
JUNE 13, 2023
Often positioned preferred equity, the capital is coming into play on properties that have shortfalls due to newly tightened capital markets.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
JUNE 13, 2023
Welcome back to the 337th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danika Waddell. Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. What's unique about Danika’s path, though, is how, she launched her own independent RIA not out of a desire to be an entrepreneurial business owner, but because an IAR registration
Wealth Management
JUNE 13, 2023
The combined firm now has a client base representing more than $2.5 trillion in assets under management (AUM).
Advertisement
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
Abnormal Returns
JUNE 13, 2023
Options Just because 0DTE options are overvalued doesn't mean you should short them. (mailchi.mp) Covid broke the options expiration week phenomenon. (quantifiableedges.com) Behavior How robo-advice could change household behavior. (papers.ssrn.com) All else equal, attractive people raise more venture capital. (ft.com) Macro Why equities are an 'imperfect hedge' against inflation.
Wealth Management
JUNE 13, 2023
Retail investors’ beliefs regarding gold investments are contradictory to the empirical evidence.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 13, 2023
Here are some critical, yet often overlooked, considerations for evaluating potential firms—as well as your own.
The Reformed Broker
JUNE 13, 2023
MAJOR @FutureProofAC ANNOUNCEMENTS Agenda is live, boardwalk is 2X the size, 80+ confirmed speakers, 30+ special events, and a glimpse at who’s attending! Get $200 off Advisor passes, and 10% off Industry passes when you register before 6/23! See ya there!… pic.twitter.com/pEMTCW0LeB — The Compound (@TheCompoundNews) June 13, 2023 Today we announced the agenda for Future Proof Festival 2023!
Wealth Management
JUNE 13, 2023
Feeling rich is more common among millennials and Gen Z, according to a new survey from Charles Schwab.
Calculated Risk
JUNE 13, 2023
The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.4% in May. The 16% trimmed-mean Consumer Price Index increased 0.2% in May. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".
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
JUNE 13, 2023
Commercial Property Executive looks at what a pause in interest rate increases would mean for the commercial real estate industry. Kennedy Wilson bought the first tranche of a multi-billion-dollar real estate loan portfolio from Pacific Western Bank, reported Multi-Housing News. These are among the must reads for real estate investors today.
Calculated Risk
JUNE 13, 2023
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.1 percent in May on a seasonally adjusted basis, after increasing 0.4 percent in April, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 4.0 percent before seasonal adjustment. The index for shelter was the largest contributor to the monthly all items increase , followed by an increase in the index for used cars and trucks.
Wealth Management
JUNE 13, 2023
“Crypto doesn’t have the same mass appeal that it did during 2020 and 2021.
A Wealth of Common Sense
JUNE 13, 2023
Last year was one of the worst years ever for financial markets. Call it recency or loss aversion or some other Daniel Kahneman bias but for some reason, our brains are hard-wired to assume big losses will be followed by additional losses (just like we assume big gains will be followed by additional gains).1 The thing about big losses in the stock market is sometimes they are followed by big losses…but sometimes 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.
Wealth Management
JUNE 13, 2023
Tuesday, July 18, 2023 | 4:15 PM ET
The Reformed Broker
JUNE 13, 2023
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: ►Technical Bull Market – “S&P 500 up 20% from October 2022 low” ►The Chase is On – “Investors haven’t been this bullish since November 2021″ ►Recession Fears Fade – The post The Chase Is On appeared first on The Reformed Broker.
Wealth Management
JUNE 13, 2023
Zephyr Chief Market Strategist Ryan Nauman takes a look at recent drivers of market performance.
Calculated Risk
JUNE 13, 2023
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 Producer Price Index for May from the BLS. The consensus is for a 0.2% increase in PPI, and a 0.2% increase in core PPI. • At 2:00 PM, FOMC Statement.
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
JUNE 13, 2023
The current mood is reminiscent of the early days of the tech bubble that burst in 2000 and wiped more than 70% off the Nasdaq, according to TAM's James Penny.
Calculated Risk
JUNE 13, 2023
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-June A brief excerpt: Interestingly, new home inventory is essentially at a record percentage of total inventory. This graph uses Not Seasonally Adjusted (NSA) existing home inventory from the National Association of Realtors® (NAR) and new home inventory from the Census Bureau (only completed and under construction inventory).
Advisor Perspectives
JUNE 13, 2023
The headline number for the NFIB Small Business Survey inched up to 89.4 in May. The latest reading is above the forecast of 88.5. This marks the 17th consecutive month the index has been below the series average of 98.1. The index is at the 7th percentile in this series.
MarketWatch
JUNE 13, 2023
Cathie Wood’s ARK Autonomous Technology & Robotics ETF ARKQ purchased roughly $10 million shares of Taiwan Semiconductor Manufacturing Co. TSM on Monday, which according to the Cathie’s Ark tracker is the fund’s first purchase of the contract semiconductor maker. Taiwan Semi’s U.S.-listed shares have climbed 44% this year, exactly the same rise as the PHLX semiconductor index.
Advertisement
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.
Advisor Perspectives
JUNE 13, 2023
There’s not much you can do about rising college costs, but there are a few tax breaks you can use to help offset the expenses.
Million Dollar Round Table (MDRT)
JUNE 13, 2023
By Matt Pais, MDRT Content Specialist Take a moment and think about how your brain operates. Do you pay more attention to positive things or negative ones? To which do you and your clients react more expressively? Most people have a tendency to focus on the negative, said Roger Seip, an experienced speaker on maximizing the capability of the brain, in his 2014 MDRT Annual Meeting presentation “Train your brain for success.
MainStreet Financial Planning
JUNE 13, 2023
Starting a family is a big moment and a wonderful life transition! Babies are adorable, but having a family will have an impact on…your relationships, your health & well-being, and your wealth. Taking the time to develop a plan will help you and your partner get on the same page and strengthen your bond so you can enjoy your growing family. I hope this helps you think through the financial demands of having a larger household and the impact on your spending plan, so you understand what you
Advisor Perspectives
JUNE 13, 2023
I've updated this series to include the May release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $48,588, down 8.0% from 50 years ago. Hourly earnings are below their all-time high after adjusting for inflation.
Advertisement
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?
Clever Girl Finance
JUNE 13, 2023
How many times have you heard that hard work is the key to success? Probably a lot, and it’s true! Hard work is key to success, and it’s for a variety of different reasons. But before we dive into our reasons why being hardworking is the key to success, let’s talk about why it matters! Table of contents Why does working hard even matter?
Advisor Perspectives
JUNE 13, 2023
Cathie Wood’s funds have reentered Meta Platforms Inc. and Taiwan Semiconductor Manufacturing Co. after nearly a year and a half, as the high-profile manager makes new bets on artificial intelligence and chips.
MarketWatch
JUNE 13, 2023
Manchester United shares MANU jumped 17% in premarket trade following a report from Qatar’s Al-Watan that Qatar’s Sheikh Jassim bin Hamad al-Thani will soon be announced as the preferred bidder. He has been battling Jim Ratcliffe for control of the club after the controlling Glazer family said they would consider selling. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.
Advisor Perspectives
JUNE 13, 2023
Tour CPA partnerships will require certain conditions to flourish. Keep in mind these critical dos and don’ts.
Advertisement
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.
Expert insights. Personalized for you.
356 
Let's personalize your content