Calculated Risk
JUNE 12, 2023
Altos reports that active single-family inventory was up 1.5% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of June 9th, inventory was at 443 thousand (7-day average), compared to 436 thousand the prior week. Year-to-date, inventory is down 9.7%. And inventory is up 9.3% from the seasonal bottom eight weeks ago.
Wealth Management
JUNE 12, 2023
But most wealth, retirement plan and benefits advisors are still stuck in silos and old business models.
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Calculated Risk
JUNE 12, 2023
CNBC's Carl Quintanilla posted this graph on Twitter this morning: And he quoted Credit Suisse: CREDIT SUISSE: “Our work indicates that YoY inflation is likely to fall to 4.2% in May, 3.2% in June. this would represent one of the greatest drops experienced in a 2-month period over the past 70 years.” This is very likely for both CPI and the PCE price index since energy and food prices soared in May and June 2022.
Wealth Management
JUNE 12, 2023
Lenders on office assets are doing everything they can to avoid taking the keys on properties and working on extension and modification agreements, reports Bisnow. Don Peebles sat down with Commercial Observer to discuss how far Black real estate development has come. These are among the must reads from around the real estate investment world to start the week.
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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
JUNE 12, 2023
While 2023 got off to a bumpy start for many advisory firms, still smarting from a rough prior year of market returns (and volatile revenue), a relative return to ‘normalcy’ means that for most, the advisory business has reached whatever its new post-pandemic normal will be. Firms that were returning to the office have done so, those that are staying remote are remaining as such, and either way most advisory firms have figured out how to continue to service and retain clients, and ar
Wealth Management
JUNE 12, 2023
Many affluent households also face significant challenges regarding retirement income.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 12, 2023
We posed a hypothetical practice management dilemma facing an advisory firm to ChatGPT. Then we asked three experts to weigh in on the merits of the advice.
Calculated Risk
JUNE 12, 2023
From Matthew Graham at Mortgage News Daily: Mortgage Rates Slightly Higher Ahead of Important Inflation Report Mortgage rates drifted slightly higher this morning with the average lender moving up to the highest levels in nearly 2 weeks. Top tier 30yr fixed scenarios are effectively back at 7% for the majority of lenders. Tomorrow morning's Consumer Price Index (CPI) is one of the biggest sources of volatility for rates on any given month.
Wealth Management
JUNE 12, 2023
Help HNW clients with liquidity and enhance your competitive edge.
Calculated Risk
JUNE 12, 2023
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in May A brief excerpt: This is the second look at local markets in May. I’m tracking about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
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 12, 2023
After a surge of mergers and acquisitions in the real estate space in 2022, the pace of deals has slowed amid disruptions in property pricing.
Abnormal Returns
JUNE 12, 2023
Podcasts Michael Kitces and Carl Richards on what it means to be a 'lead advisor.' (youtube.com) Daniel Crosby talks with Amy Mullen about five steps for values-based financial planning. (standarddeviationspod.com) Dave Nadig and Phil Pearlman talk about the relationship between wealth and health. (etftrends.com) Robo-advice Why the SEC is scrutinizing robo advice.
Wealth Management
JUNE 12, 2023
Former Credit Suisse wealth management head Francesco de Ferrari remains as an advisor to UBS’s private banking head Iqbal Khan.
Trade Brains
JUNE 12, 2023
Best Sites to Learn Virtual Stock Trading in India: Entering the Indian stock market can be a tedious job for beginners. First, you need to open your brokerage account (Demat and trading account). This means that you have to pay the account opening charges and go through the complex documentation process. Further, as stock market trading involves market risk, you can always lose some money— especially, if you are a beginner.
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 12, 2023
Was Warren Buffet right all along and you should just invest in the S&P 500 with a bit in bonds as a hedge? Yes — at least so far.
Clever Girl Finance
JUNE 12, 2023
Finding creative ways to save money can make all the difference when it comes to your personal finances. Saving money whenever possible is important. It can help build your emergency fund, save for a vacation, or even free up money so you can start investing. Table of contents Top 33 creative ways to save money! Expert tip How can I consistently save money creatively?
A Wealth of Common Sense
JUNE 12, 2023
Today’s Talk Your Book is brought to you by CNIC Funds On today’s show, we spoke with Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in US Carbon Neutral Power. On today’s show, we discuss: Where the price of electricity is headed Who’s actively trading these products What CNIC funds are composed of Why electricity is uninvestable right now What electricity is most correlated.
Advisor Perspectives
JUNE 12, 2023
Clearly, investing in gold has been an epic failure.
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.
David Nelson
JUNE 12, 2023
By David Nelson, CFA Going all-in. When do you make that bet? We see it in the movies all the time. Gamblers living on the edge push the chips to the center of the table confident there is no way they can lose. How does that scene play in the real world outside of a Hollywood set? If you have a dream or passion to succeed, there’s only one answer.
Advisor Perspectives
JUNE 12, 2023
A key question advisors will face from clients is whether a recession is likely and if so, what to do about it. The widespread pessimism among consumers and investors adds another layer of complexity to portfolio management.
Prosperity Coaching
JUNE 12, 2023
Financial Advisors: Finding the Elusive Wealthy Client. Where are they hiding? How can you find them? You know who I’m talking about: the affluent. The clients with the assets. HNW or UHNW. The clients with the money to invest. With you. I’ve been working with financial advisors since 2004! I […] The post Financial Advisors: Finding the Elusive Wealthy Client appeared first on The Prosperous Advisor Coaching Blog.
Alpha Architect
JUNE 12, 2023
This paper finds that the level of industry classification plays a significant role in the performance of industry momentum strategies. Industry classification and the momentum factor was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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.
Integrity Financial Planning
JUNE 12, 2023
As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023. Consider the Tax Structure of Your State and Locality Consider living in a tax-friendly state. [1] Many states offer tax breaks for retirement income or have no income tax, which can help you reduce your tax liabilities in retirement.
MarketWatch
JUNE 12, 2023
Microsoft Corp. MSFT appears to have another headwind in its $69 billion acquisition of videogame publisher Activision Blizzard Inc. ATVI in the form of an injunction from the Federal Trade Commission, according to a report Monday. In a CNBC report, the FTC is set to file an injunction to block the deal, according to a source close to the matter. Microsoft shares were up 0.3%, and Activision’s were flat in recent activity.
Advisor Perspectives
JUNE 12, 2023
Social listening quantifies sentiment toward your brand, what content is garnering attention and common themes to address or leverage.
MarketWatch
JUNE 12, 2023
U.S. shares of Taiwan Semiconductor Manufacturing Co. TSM outpaced the broader chip sector Monday following a report that increased AI-related orders from Nvidia Corp. NVDA have allowed the third-party fab to increase use of its capacity significantly. On Monday, Taiwan’s Economic Daily News reported that TSMC was now using 70% to 80% of its 5-nanometer transistor-making capacity because of Nvidia orders, up from previous usage levels in the more than 50% range.
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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?
Advisor Perspectives
JUNE 12, 2023
How have U.S. stocks performed this year? The answer is simple, but you’d never know that from looking at the three most often quoted indexes.
MarketWatch
JUNE 12, 2023
U.S. stocks powered higher on Monday for the third straight day as both the S&P 500 and Nasdaq Composite posted their highest closing levels since April 21 2022, according to Dow Jones Market Data. All three major U.S. equity indexes rose as stocks built on their gains following the S&P 500’s exit from bear-market territory late last week. Meanwhile, investors were looking ahead to Tuesday’s consumer-price inflation data and a Federal Reserve decision on interest rates due on Wednesday.
Advisor Perspectives
JUNE 12, 2023
Copper is currently trading around $8,300 a ton, down approximately 26% from its all-time high of nearly $11,300, set in October 2021. According to Citigroup, the metal could top out at $15,000 a ton by 2025, a jump that would “make oil’s 2008 bull run look like child’s play.
MarketWatch
JUNE 12, 2023
Apple Inc. AAPL shares closed up for a third consecutive session on Monday to score a new record high, the week following the tech giant’s WWDC event last week. Apple shares rose 2.8% to close at $183.79, a new all-time closing high, according to Dow Jones data. That surpasses the stock’s previous closing record of $182.01, set on Jan. 3, 2022, according to Dow Jones.
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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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