Calculated Risk
AUGUST 24, 2022
The BLS released the preliminary annual benchmark revision showing 462,000 more payroll jobs as of March 2022. The final revision will be published when the January 2023 employment report is released in February 2023. Usually, the preliminary estimate is pretty close to the final benchmark estimate. The annual revision is benchmarked to state tax records.
The Big Picture
AUGUST 24, 2022
When it comes to integrating data with investing insights, no one is better than Ben Carlson. I direct you to today’s “ Exceptions to the Rule, ” where Ben dives into the nitty gritty of the conflicting data between market action and inflation data: BULL : The S&P 500 has recovered half of its 2022 bear market losses. When this has occurred in the past, stocks have never moved back to new lows, and have been higher every time a year later.
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Calculated Risk
AUGUST 24, 2022
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending August 19, 2022. The Refinance Index decreased 3 percent from the previous week and was 83 percent lower than the same week one year ago.
Wealth Management
AUGUST 24, 2022
A lesser-discussed aspect of the new SEC marketing rule reignites an old debate—how can an advisor tout their own investment track record after leaving a firm?
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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
Calculated Risk
AUGUST 24, 2022
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture Billings Index slows but remains healthy For the eighteenth consecutive month architecture firms reported increasing demand for design services in July, according to a new report today from The American Institute of Architects (AIA).
Wealth Management
AUGUST 24, 2022
These funds took in the most money over the last 30 days.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 24, 2022
An SEC filing on Wednesday signifies that the RIA services provider still intends to go public, contrary to a report.
Calculated Risk
AUGUST 24, 2022
Today, in the Calculated Risk Real Estate Newsletter: Update: Housing Completions will Increase Sharply in Late 2022 and Early 2023 A brief excerpt: Even as housing starts slow, there will be a sharp increase in new supply in 2022 (and into 2023) including both single family homes and apartments. This graph shows total housing completions and placements since 1968 with an estimate for 2022.
Wealth Management
AUGUST 24, 2022
Giving USA’s 2022 report provides some insights.
Abnormal Returns
AUGUST 24, 2022
Podcasts Tim Ranzetta talks with Morgan Housel about the psychology of money. (ngpf.org) Jonathan Fields talks wealth and psychology with Patrice Washington host of the “Redefining Wealth Podcast.” (goodlifeproject.com) Jordan Harbinger talks with Dr. Brad Klontz — co-author of "Money Mammoth: Harness The Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals.
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
AUGUST 24, 2022
Amazon has canceled or delayed the opening of almost 50 warehouses, reports Commercial Observer. The Wall Street Journal examines questions facing a recent CRE crowdfunding deal. These are among today’s must reads from around the commercial real estate industry.
Nerd's Eye View
AUGUST 24, 2022
Advisory agreements for Registered Investment Advisers (RIAs) contain many sections that are important both for the purposes of complying with SEC and state securities regulations, and for constituting a valid agreement between the RIA and the client. In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreeme
Wealth Management
AUGUST 24, 2022
Open, honest and candid discussions about the latest news in the RPA industry.
Nerd's Eye View
AUGUST 24, 2022
Advisory agreements for Registered Investment Advisers (RIAs) contain many sections that are important both for the purposes of complying with SEC and state securities regulations, and for constituting a valid agreement between the RIA and the client. In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreeme
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
AUGUST 24, 2022
Millennials step in to save family businesses in Montauk, N.Y.
Calculated Risk
AUGUST 24, 2022
From the NAR: Pending Home Sales Slipped 1.0% in July Pending home sales declined for the second consecutive month in July, and for the eighth time in the last nine months, according to the National Association of REALTORS®. Three out of four major regions registered month-over-month decreases, though the West notched a minor gain. Year-over-year, all four regions saw double-digit percentage slides, the largest of which occurred in the West.
Wealth Management
AUGUST 24, 2022
Nordstrom’s report reinforces how decades-high inflation is impacting shoppers—and in turn retailers—differently. Companies that cater to the highest and lowest ends of the income spectrum are holding up better than those that rely on middle-class consumers.
The Irrelevant Investor
AUGUST 24, 2022
After retracing 50% of the losses, stocks are at a crossroads. Before we move forward, let’s step back and simply describe how we got here. Going into the second quarter, investors got too bearish based on positioning and sentiment. Both individual investors and institutional investors alike wanted no part of stocks. And then when earnings turned out to be mostly better than feared, on top of inflation expectations.
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
AUGUST 24, 2022
"I’ll be paying my loans until the end of time"
Twenty Over Ten
AUGUST 24, 2022
By now, social media has been around long enough for people to know what works and what doesn’t. As a critical part of any business’s marketing plan, acing your social media strategy can help you achieve major results.
A Wealth of Common Sense
AUGUST 24, 2022
Today’s Animal Spirits is brought to you by Nasdaq and Composer: See here for daily news and insights from Nasdaq. See here for more info on Composers’ rules-based strategies On today’s show we discuss: US mortgage lenders are starting to go broke Housing slowdown starts to ease as a drop in listings hampers supply Even with sales down, home prices are up 10.8% Homebuyers are backing out of deals T.
Wealth Management
AUGUST 24, 2022
Tuesday, August 30, 2022 | 4:15 PM ET
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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.
Nationwide Financial
AUGUST 24, 2022
Rising inflation and fear of recession are big topics in the news right now, not just in the financial press. But these headlines aren’t much of a surprise to many American families. Whether it’s at the gas pump or the grocery store, the pressures and uncertainties about their financial pictures are apparent to them. We wanted to get a better understanding of the financial challenges facing American families these days, especially as many of them face difficult choices in spending and saving for
Prosperity Coaching
AUGUST 24, 2022
Are you making the mistake of focusing too much on features you provide rather than benefits clients are seeking? Never forget, prospective clients always want to know: “What’s in it for me?” 31 Benefits Financial Advisors Value Proposition! Here are 31 Benefits financial advisors can use in their Value Proposition. […]. The post 31 Benefits Financial Advisors Can Use in their Value Proposition appeared first on The Prosperous Advisor Coaching Blog.
oXYGen Financial
AUGUST 24, 2022
FMG
AUGUST 24, 2022
Financial advisors have to face plenty of challenges in their pursuit of success. Being a financial advisor is a tough gig despite both triumphs and failures. What separates good financial advisors from great ones is their ability to build and enact marketing plans. A marketing plan is the advertising strategy a business takes to sell its product or service.
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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?
oXYGen Financial
AUGUST 24, 2022
Validea
AUGUST 24, 2022
Many investors believe that all value investing strategies are similar. When it comes to getting exposure to value, they think the many value funds that are out there are mostly interchangeable. But that view is not grounded in reality. In the real world, there are a series of factors that go into the construction of a value strategy that can cause massive deviations in performance from one value fun to the next.
Meb Faber Research
AUGUST 24, 2022
Joachim Klement – Stocks in the long run… are still risky (The Best Investment Writing Volume 6) Guest: Joachim Klement, CFA, is a trustee of the CFA Institute Research Foundation and offers regular commentary at Klement on Investing. Previously, he was CIO at Wellershoff & Partners Ltd., and before that, head of the UBS […]. The post Joachim Klement – Stocks in the long run… are still risky (The Best Investment Writing Volume 6) appeared first on Meb Faber Research - Stock Market and
Nationwide Financial
AUGUST 24, 2022
Key Takeaways: A very simple (yet important) fact about Medicare is that it is not free. There are deductibles, copayments, and coinsurance that still need to be paid. Related to cost , and of equal importance, is the fact that some healthcare services are not covered by Medicare. Knowing what Medicare covers, and what it does not, is critical. Understanding what Medicare does and does not cover allows beneficiaries to plan for healthcare costs, as well as determine how to pay for certain health
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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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