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Why are markets rallying and/or falling every other day? They make gains only to give them back, or they sell off hard only to subsequently regain the losses. I suspect it is because the dispersion of likely future outcomes is so unusually wide. Meaning, what investors imagine as the most likely outcomes are all over the map. Perhaps a weather analogy may help explain : Since its October, let’s imagine a typical weather report: 80% chance of sunshine, with a slight chance of showers overni
The most promising growth opportunities are not outside the doors of an advisory firm, but inside, said industry executives, speaking at Riskalyze’s Fearless Investing Summit this week.
My end-of-week morning train WFH reads: • Coming Soon on Netflix: A New Netflix. Netflix changed the entertainment industry forever. Can the company change itself now that it finally faces some real streaming competition? ( Businessweek ). • Bullard Becomes Wall Street’s Go-To Guy for Hint of a Fed Pivot St. Louis Fed boss, a leading hawk now, hasn’t always been one In interview he cites Volcker influence, bike-inflation shock. ( Bloomberg ) see also Why I fear the Fed may be overdoing it : The
The big players in RIA M&A may be putting on a good face. But debt-heavy acquirers are starting to feel the impacts of the market environment, and it isn’t pretty.
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
Earlier this week I asked What’s Ailing Tesla’s Stock? The usual answers — Elon Musk’s distraction(s), and the company’s high valuation – are certainly fair reasons, but I suspect the biggest challenge is competition from legacy car makers. The latest comes from Mercedes-Benz: The EQE. Aimed squarely at Tesla’s best-selling Model Y, the EQE SUV boasts 367 miles of battery range and starts at ~$68,000.
Even as housing starts slow , completions will increase in 2022 compared to 2021. This graph shows total housing completions and placements since 1968 with an estimate for 2022. Note that the net additional to the housing stock is less because of demolitions and destruction of older housing units. Click on graph for larger image. My current estimate is total completions (single family, multi-family, manufactured homes) will increase about 6% in 2022 to over 1.5 million.
Even as housing starts slow , completions will increase in 2022 compared to 2021. This graph shows total housing completions and placements since 1968 with an estimate for 2022. Note that the net additional to the housing stock is less because of demolitions and destruction of older housing units. Click on graph for larger image. My current estimate is total completions (single family, multi-family, manufactured homes) will increase about 6% in 2022 to over 1.5 million.
Finance Per AngelList, the Q3 drop in venture activity was substantial. (angellist.com) Questions keep getting raised about TikTok's data practices. (forbes.com) Fidelity is not abandoning crypto. (bloomberg.com) InstaCart has paused its IPO. (axios.com) Global Why isn't Japan raising rates? (nytimes.com) The backlog of container ships off the coast of Southern California is effectively gone.
From Black Knight: Black Knight: September Prepayments at More Than 20-Year Low on Spiking Interest Rates; Foreclosure Starts Fall 9% from August, Remain 53% Below Pre-Pandemic Levels • Prepayment activity dropped -14.9% to a single-month mortality (SMM) rate of 0.57% in September – below the recent record of 0.59% set in January 2019 – to the lowest level since November 2000 • The national delinquency rate inched down -0.2% from August to 2.78% , just 3 basis points above the record low set in
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, by the end of the year. Provisions in the proposed legislation include gradually increasing the age for RMDs from 72 to 75, allowing extra ‘catch-up’ contributions to workplace retirement plans, and permitting companies to ma
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.
The advance estimate for Q3 GDP will be released next Thursday and the consensus is that real GDP increased 2.4%, on a seasonally adjusted annual rate basis. From BofA: The smaller-than-expected decline in existing home sales lifted our 3Q US GDP tracker from 2.0% q/q saar to 2.1%. [October 20th estimate] emphasis added From Goldman: Following this morning’s data, we left our Q3 GDP tracking estimate unchanged at +2.4% (qoq ar).
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Dan Greenhaus, and Downtown Josh Brown discuss what constitutes a recession, the Fed, ramifications of a strong dollar, Tesla’s earnings call, buybacks, the importance of interest rates, and more! BONUS: Barry Ritholtz makes a special appearance! You can listen to the whole thing below, or find it wherever you like to listen to.
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.
These are the past 7 annual inflation prints by month: March 8.5% April 8.3% May 8.6% June 9.1% July 8.5% August 8.3% September 8.2% That’s 7 months in a row of inflation above 8%. This hasn’t happened since the early-1980s. So what gives? The Fed has been raising rates aggressively, supply chains are improving, oil prices have fallen by a third and gas prices are well off their highs.
You've had a great meeting with your client, resulting in a few changes to their financial strategy that you both feel confident and excited about. Your client leaves and you look forward to your next session with them to share the exciting results from the adjustments made. Later that day, you head out to meet a fellow advisor for dinner, who asks for your take on one of the most recent industry updates.
For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! There are better options than entering a predatory insurance or wirehouse training program and crossing your fingers (which is an AWFUL idea, by the way). In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth man
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.
We discuss the academic research about the causal effect of indexing on arbitrage conditions and price discovery. The Effect of Indexing on Price Discovery and Limits to Arbitrage was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
The IRS has released the 2023 contribution limits for retirement plans and other cost-of-living adjustments. The agency also released tax brackets for ordinary income and long-term capital gains. Contribution Limits for 401(k)s, IRAs and More in 2023. Income Limits for Tax-Deductible IRA Contributions & Roth IRA Contribution Eligibility. Income Tax Rates in 2023.
In this week’s podcast, Tom, Tim and Casey discuss the eye-popping results of a survey that asked millionaires how they are feeling about retirement. This leads the guys into a broader conversation about changing market dynamics, like fixed income products offering better rates, and what they are seeing underneath the hood of the stock market. […] In this week’s podcast, Tom, Tim and Casey discuss the eye-popping results of a survey that asked millionaires how they are feeling about
GMO hosted a web event about managing sequence of return risk. I was not able to sit in on it but they sent out a summary afterwards. Not sure if this link will work but you can try if you want. One thing that jumped out to me was the following: The success rate at a 4% withdrawal rate is right in line with data from other sources and generally held assumptions about the 4% rule.
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.
Christopher Gandy , LACP, Founder of Midwest Legacy Group in Lisle, IL, and the top-ranked producer for OneAmerica , has been recognized as the NAIFA Diversity Champion for 2022. Gandy, a loyal NAIFA member since 2003, serves on NAIFA’s Board of Trustees, is a Past President of NAIFA-Chicagoland , and is a Co-Chair of NAIFA’s Diversity, Equity, and Inclusion (DEI) Council.
Last week, the S&P 500 saw a huge peak, followed by a valley the very next day. And while there’s not a clear explanation for what’s causing the swings, there is speculation that the wild swings are a sign that this year’s bear market is approaching its bottom at last, contends an article in The Wall Street Journal. While investor sentiment has once again turned negative, the big price declines has many wondering whether the time is right to buy.
This week, I was privileged to attend and contribute to a great conference chaired by my good friend, Gene Kim. His organization is IT Revolution. The DevOps Enterprise Summit in Las Vegas finished today, but in the video library you can see some of the great presentations. I was only there for half a day, […].
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It’s been a challenging year in the stock and bond markets. So in this month’s video recap of our market outlook, we are answering the following questions: Why markets have been challenging this year? What’s consistent with the 17 bear … Continued. The post 2022 3rd Quarter Market Update: Navigating Challenge Markets appeared first on Financial Symmetry, Inc.
The biz How is the Spotify ($SPOT) exclusive podcast model working? (simonowens.substack.com) Claims of IP theft in podcasting are nothing new. (theguardian.com) Business Tim Ferriss talks with Aryeh Bourkoff, Chairman and CEO of LionTree, an independent investment and merchant bank. (tim.blog) Howard Lindzon talks with Dave Finocchio founder of Bleacher Report and co-founder of The Cool Down.
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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