Calculated Risk
MAY 9, 2023
With the pandemic, there was a surge in 2nd home buying. I'm looking at data for some second home markets - and I'm tracking those markets to see if there is an impact from lending changes, rising mortgage rates or the easing of the pandemic. This graph is for South Lake Tahoe since 2004 through April 2023, and shows inventory (blue), and the year-over-year (YoY) change in the median price (12-month average).
Wealth Management
MAY 9, 2023
CEO Aaron Klein reiterated that it would not move toward asset management, but would orient the firm, and its identity, "to seize the growth space.
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Calculated Risk
MAY 9, 2023
From Dodge Data Analytics: Dodge Momentum Index Declines In April After Pullback In Commercial Planning The Dodge Momentum Index (DMI), issued by Dodge Construction Network, fell 5.1% in April to 180.9 (2000=100) from the revised March reading of 190.6. In April, the commercial component of the DMI fell 8.0%, and the institutional component improved 0.3%.
Wealth Management
MAY 9, 2023
Investors now have options in both public and private markets to take stakes in American farmland.
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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
MAY 9, 2023
Today, in the Calculated Risk Real Estate Newsletter: House Price Battle Royale: Low Inventory vs Affordability Brief excerpt: I’ve been wrestling with the impact on house prices of the rapid increase in mortgage rates and monthly payments over the last year. My reaction was the current situation was somewhat similar to the 1978 to 1982 period and we would see prices decline in real terms (adjusted for inflation).
Wealth Management
MAY 9, 2023
Lenders tightened their underwriting criteria in recent months. But they have also reported a drop in demand as investors wait out the storm.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MAY 9, 2023
Federal officials are keeping a watchful eye on potential signs of distress in commercial real estate, reported The New York Times. Sourcing Journal looks at U.S. markets where it’s possible to find available warehouses. These are among today’s must reads from around the commercial real estate universe.
Nerd's Eye View
MAY 9, 2023
Welcome back to the 332nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Liz Hand. Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households. What's unique about Liz, though, is how she and her brother have taken ownership of what was originally their father’s broad commission-based practice with more than 1,500 clients, and have managed the balance
Wealth Management
MAY 9, 2023
Shannon Saccocia has been named chief investment officer for Neuberger Berman's private wealth division, less than a week after announcing on LinkedIn that she would not join First Citizens.
The Reformed Broker
MAY 9, 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: ►Berkshire Hathaway Highlights – “Warren Buffett’s Berkshire Hathaway dumps billions of dollars of US stocks” ►IPOs – “Kenvue Stock Jumps in IPO of Former J&J Consumer-Health Busi.
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
MAY 9, 2023
Direct investing through SMAs truly customizes portfolios and manages risk to investors’ specific situations.
The Reformed Broker
MAY 9, 2023
Final Trades: Berkshire, Devon Energy & CRISPR Therapeutics from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
MAY 9, 2023
Cresset has combined with TRUE Capital Management, a San Francisco-based RIA managing $1.7 billion on behalf of high-profile clients in the sports and entertainment industries.
Calculated Risk
MAY 9, 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 Consumer Price Index for April from the BLS. The consensus is for 0.4% increase in CPI (up 5.0% YoY), and a 0.3% increase in core CPI (up 5.5% YoY).
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
MAY 9, 2023
Excluding stocks with extreme salience values enhances the basic return effect.
A Wealth of Common Sense
MAY 9, 2023
The United States makes up nearly 60% of the global stock market by market capitalization: The dominance of American stocks over the rest of the world wasn’t just a 20th-century phenomenon either. The performance over the past decade and change shows U.S. stocks winning hands down over our foreign counterparts: Many investors look at these numbers and wonder: What’s the point of owning international stocks i.
Wealth Management
MAY 9, 2023
Just 20% of financial-services companies require full-time in-office work, according to a new survey of 251 industry firms.
Advisor Perspectives
MAY 9, 2023
The headline number for April dropped to its lowest level since January 2013, coming in at 89.0, down 1.1 from the previous month and below the Investing.com forecast of 89.6. April's reading remains below the series average of 98.2 for the 16th consecutive month. The index is at the 5th percentile in this series.
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
MAY 9, 2023
Smaller investors are replacing institutional buyers, seeing an opportunity in the long-coveted real estate market.
Abnormal Returns
MAY 9, 2023
Portfolio building Should we build portfolios with investor regret in mind? (pm-research.com) Why you portfolio needs more stocks to be diversified than commonly thought. (mailchi.mp) Trading Another sign that portfolio manager trading, on average, is a negative. (morningstar.com) More evidence that retail investors are, on average, net losers when it comes to stock picking.
Wealth Management
MAY 9, 2023
The settlement is bigger than the sum that Smith Barney paid decades ago, more than $100 million, to end what was known as the Boom-Boom Room suit, which had accused the firm of harassment and discrimination.
eMoney Advisor
MAY 9, 2023
In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. The question in my mind is always this: If this is so important, are you measuring it? And are you specifically measuring what matters to the client?
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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.
Wealth Management
MAY 9, 2023
Just 58 sustainable exchange-traded funds launched globally in the first quarter of 2023, a far cry from the 101 funds that were introduced during the same period last year.
Million Dollar Round Table (MDRT)
MAY 9, 2023
By Michael DePilla, MDRT in-language content strategist Try out these ideas from MDRT members around the world to keep your pipeline of clients flowing. Prospecting tool I use a service called Copilot AI for automated digital prospecting through LinkedIn. In addition to finding and engaging leads through automated email requests, it invites prospects to my page and sends them a link to my calendar if they would like to schedule a meeting.
Wealth Management
MAY 9, 2023
Watch as Fred Barstein and Voya Financial's Allison Dirksen discuss the challenges employees are facing and how a more holistic approach of benefits and savings decisions can solve some of these challenges.
Advisor Perspectives
MAY 9, 2023
Financial cracks from rate hikes have led to jitters over commercial real estate. Yet granularity is key. We see opportunities in some U.S. industrial properties.
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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?
Wealth Management
MAY 9, 2023
Thursday, May 25, 2023 | 2:00 PM ET
Advisor Perspectives
MAY 9, 2023
Forget the traditional sales process used by the advisory profession.
Wealth Management
MAY 9, 2023
Josh Barrickman's army of funds gained $26 billion during the recent bond rally sparked by March's bank failures.
MarketWatch
MAY 9, 2023
Swedish Orphan Biovitrum AB SE:SOBI on Wednesday announced that it has entered into an agreement to acquire U.S.-based CTI BioPharma Corp. CTIC in a deal valued at $1.7 billion. The Stockholm-based drugmaker said it will offer $9.10 for each share of CTI, which focuses on blood-related cancers and rare diseases. The offer represents a premium of 88.8% over CTI’s the Tuesday closing price of $4.82 per share.
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