The Big Picture
FEBRUARY 20, 2023
Very useful dashboard via the St. Louis Fed, which maintains the fabulous FRED database. With a clean and simple interface, it puts all of the key economic indicators the FOMC tracks — Real GDP Growth, Unemployment Rate, PCE Inflation, Core PCE Inflation, and the Federal Funds Rate — in one convenient location. The Macro Snapshot also dives deeper into three core aspects of the economy: 1.
Nerd's Eye View
FEBRUARY 20, 2023
One of the most important parts of a financial advisor’s value proposition is time spent meeting with their clients. These meetings allow advisors to listen to their clients’ concerns, make planning recommendations, and chart a course for the coming months. And while advisors recognize the importance of holding regular client meetings, there is no consensus about the ‘best’ cadence for them.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Calculated Risk
FEBRUARY 20, 2023
Today, in the Calculated Risk Real Estate Newsletter: First time ever more "Built-for-Rent" Units started Quarterly than "Built-for-Sale" A brief excerpt: Along with the monthly housing starts report for January last week, the Census Bureau released Housing Units Started by Purpose and Design through Q4 2022. This graph shows the NSA quarterly intent for four start categories since 1975: single family built for sale, owner built (includes contractor built for owner), starts built for rent, and m
The Reformed Broker
FEBRUARY 20, 2023
One of the biggest stories in the markets so far this year is the $100 billion in lost market cap ripped out of Alphabet’s stock when it became apparent that the search giant was going to be under siege by Microsoft’s push into AI. How did such a successful, innovative business like this suddenly find itself in this position? Maybe it wasn’t so sudden.
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
Pragmatic Capitalism
FEBRUARY 20, 2023
Congresswoman Marjorie Taylor Greene got a lot of attention over the weekend when she stated that the USA needs a “national divorce”: I try to remain as objective as possible [ … ]
Calculated Risk
FEBRUARY 20, 2023
Weekend: • Schedule for Week of February 19, 2023 Tuesday: • At 10:00 AM ET, Existing Home Sales for January from the National Association of Realtors (NAR). The consensus is for 4.10 million SAAR, up from 4.02 million. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 10 and DOW futures are down 85 (fair value). Oil prices were up over the last week with WTI futures at $77.13 per barrel and Brent at $83.90 per barrel.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
FEBRUARY 20, 2023
Fannie reported results for Q4 2022. Here is some information on single-family Real Estate Owned (REOs). First, a note on the pandemic from Fannie: "In response to the COVID-19 pandemic, a number of legislative and executive actions were taken by the federal government and state and local governments to assist affected borrowers and renters and to slow the spread of the pandemic , including actions that applied to the loans we guarantee.
Abnormal Returns
FEBRUARY 20, 2023
Podcasts Emlen Miles-Mattingly & Dasarte Yarnway talk about the value of a client service calendar. (onyxadvisornetwork.com) Brendan Frazier talks with Dave Yeske about the day that financial planning changed. (wiredplanning.com) Daniel Crosby talks with Adam Holt, CEO & Founder at Asset-Map Holdings, about how to be use advisor technology. (standarddeviationspod.com) Frazier Rice talks health care planning with John Samuels, founder of Better Health Advisors.
Calculated Risk
FEBRUARY 20, 2023
Altos reports that active single-family inventory was down 1.5% week-over-week. Usually inventory bottoms in early February, so we'd expect inventory to bottom seasonally soon. Here are the same week inventory changes for the last five years: 2023: -6.9K 2022: -1.8K 2021: -10.5K 2020: +4.6K 2019: +6.7K Click on graph for larger image. This inventory graph is courtesy of Altos Research.
A Wealth of Common Sense
FEBRUARY 20, 2023
We bought our first home in late 2007. Our rate at the time for a 30 year fixed was something like 6.25% or 6.5%. It didn’t seem high at the time but then again we didn’t have 3% rates in the rearview mirror to compare it to. Housing prices were obviously a lot lower back then as well (and going even lower for a few more years after that).
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.
Darrow Wealth Management
FEBRUARY 20, 2023
Working for a startup can pay off big financially, but a lot must go right along the way. If you are considering taking a job at a startup or private company with plans for an exit, there’s a lot to consider before accepting an offer. Depending on your life stage and financial position, you may be looking to increase or reduce the role of equity in your offer in exchange for more cash compensation today.
A Wealth of Common Sense
FEBRUARY 20, 2023
Today’s Talk Your Book is brought to you by Jensen Investment Management: We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses. On today’s show, we discuss: Jensens quality thesis What Return on Equity is Sector dynamics within the quality factor Discounted cash flow assumptions How to react when the facts change Forward-looking funds vs backw.
XY Planning Network
FEBRUARY 20, 2023
8 MIN READ There are a million things to keep track of when running a business. There are customers and employees, marketing and keeping an eye on industry trends, cash flow and compliance. With these come a number of different dates to keep track of, which as a small business owner or a solopreneur can get overwhelming, fast. It’s easy to prioritize items that are more enjoyable than others (prospect lunch or update ADV … hmmm), or those that have an immediate impact on our day-to-day operation
Integrity Financial Planning
FEBRUARY 20, 2023
The concept of retirement planning is simple. Despite changes in the economy or in life itself, the concept of planning your retirement has remained unchanged. We work, save, retire, and repeat for generations over. But while the concept may be the same, the puzzle has begun to evolve. In other words, individuals and families currently saving for retirement are facing challenges that were previously never considered.
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.
MarketWatch
FEBRUARY 20, 2023
In a statement released by the White House, President Joe Biden said he is visiting Ukraine to mark the one-year anniversary of the Russian invasion. “As the world prepares to mark the one-year anniversary of Russia’s brutal invasion of Ukraine, I am in Kyiv today to meet with President Zelenskyy and reaffirm our unwavering and unflagging commitment to Ukraine’s democracy, sovereignty, and territorial integrity,” said Biden.
Advisor Perspectives
FEBRUARY 20, 2023
Although most of the SECURE 2.0 changes won’t take effect until 2024 or later, there are things that advisors should keep in mind, particularly for clients who fall into one of these three broad categories: retirees, savers, and small-business owners.
Norman Marks
FEBRUARY 20, 2023
Following up on last week’s post, there is one major problem that I haven’t talked about before. Too many want to quantify every risk in dollars (or other currency) as if they were equal. But they are not. Maybe they avoid the trap of multiplying one possible impact by its likelihood.
Cornerstone Financial Advisory
FEBRUARY 20, 2023
Mixed Results As Interest Rate Concerns Grow Presented by Cornerstone Financial Advisory, LLC Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week. The Dow Jones Industrial Average slipped 0.13%, while the Standard & Poor’s 500 fell 0.28%. The Nasdaq Composite index advanced 0.59% for the week.
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.
Ron A. Rhodes
FEBRUARY 20, 2023
Let’s face it. Most of the funding of 529 accounts comes from higher-net-income parents, and/or wealthy grandparents.
Advisor Perspectives
FEBRUARY 20, 2023
Microchips are the foundation of the modern economy, but what are the geopolitical implications of this new power player? In this episode of The Active Share, Hugo spoke with Tufts University associate professor Chris Miller, author of the book Chip War: The Fight for the World’s Most Critical Technology , about the decades-long, globe-spanning battle to control one of the world’s most critical resources.
Financial Symmetry
FEBRUARY 20, 2023
Retirement is one of the most significant changes that you will manage in your life. It takes not just careful financial planning, but also careful life planning as well. My guest today, Susan Bradley, is the author of Sudden Money and the … Continued The post How Will You Handle Your Retirement Transition? with Susan Bradley, Ep #184 appeared first on Financial Symmetry, Inc.
NAIFA Advisor Today
FEBRUARY 20, 2023
With almost 30 years in financial services, there is one aspect of the industry that John Profitlich understands very well: every day is a new market. This key understanding is what keeps him motivated to deliver customized banking and lending solutions to financial professionals as Director and Northeast Regional Business Development Officer for The Bancorp Institutional Banking business.
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.
Nationwide Financial
FEBRUARY 20, 2023
Consumer inflation cooled only mildly in January, leaving prices to continue climbing far too rapidly for the Fed. Additionally, retail sales kicked off the year with a large jump, suggesting the very tight labor market and solid income growth is supporting more-than-healthy consumer activity. These data strengthen the argument that further tightening of monetary policy is needed to reduce demand, but the question of how much remains.
Zoe Financial
FEBRUARY 20, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 20, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Stock Market: The S&P 500 fell 0.28%. Dow Jones was also down. Nasdaq was up for the week. Government bond yields rose for the fourth consecutive week. What drove this market action? (1) January’s Producer Price Index came out hotter than expected.
Don Connelly & Associates
FEBRUARY 20, 2023
Many financial advisors resist the notion that they must be good at selling to be a successful advisor. Some go out of their way to distance themselves from the "salesperson" label. That's fine because when you consider the totality of what quality financial advisors do, it doesn't fit the traditional definition of "salesperson." However, that doesn't get around the fact that, regardless of their profession, for anyone to be successful, they must be able to sell.
Financial Symmetry
FEBRUARY 20, 2023
Retirement is one of the most significant changes that you will manage in your life. It takes not just careful financial planning, but also careful life planning as well. My guest today, Susan Bradley, is the author of Sudden Money and the … Continued The post Navigating Transitions with Susan Bradley, Ep #184 appeared first on Financial Symmetry, Inc.
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?
The Big Picture
FEBRUARY 20, 2023
My back-to-work morning train WFH reads: • Super Bowling for cash with the NFL’s club of billionaires : Spending for last week’s Super Bowl came in around $15 billion; yearly league revenues are approaching $20 billion. League profits are likely to keep growing given the popularity of this sometimes brutal and increasingly lucrative sport. ( NY Post ) • “This Is Not an Invasion of the Aliens”: How UFO Mania Went Mainstream : Mysterious aerial phenomena have been generating serious news coverage
Expert insights. Personalized for you.
304 
Let's personalize your content