Calculated Risk
OCTOBER 13, 2022
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from economist Jiayi Xu: Weekly Housing Trends View — Data Week Ending Oct 8, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, increasing 31% above one year ago.
Wealth Management
OCTOBER 13, 2022
“We know firsthand from deals we’ve been working on that buyers have pulled back and lenders are more conservative,” says one broker. Nevertheless, the medical office sector is still considered a favored asset class among investors.
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Calculated Risk
OCTOBER 13, 2022
The DOL reported : In the week ending October 8, the advance figure for seasonally adjusted initial claims was 228,000 , an increase of 9,000 from the previous week's unrevised level of 219,000. The 4-week moving average was 211,500, an increase of 5,000 from the previous week's unrevised average of 206,500. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
Wealth Management
OCTOBER 13, 2022
Advisors looking for someone to take over their practice may find the second—or third—time’s the charm.
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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
The Big Picture
OCTOBER 13, 2022
Boaz Weinstein, Founder & CIO, Saba Capital Management speaks with Barry Ritholtz, Co-Founder & CIO, Ritholtz Wealth Management; Host, Bloomberg’s Masters in Business at Bloomberg Invest. Source: Bloomberg. click for video . The post Saba Capital Management’s Weinstein on Whales, Tails, & Fails appeared first on The Big Picture.
Wealth Management
OCTOBER 13, 2022
Say what you’re going to do and do what you say. And do it well.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 13, 2022
The tech firm wants to bring mainstream investors—and their advisors—into the IPO process, territory once reserved for favored clients, insiders and underwriters. But to take on Wall Street's reliable revenue generator, many moving pieces will have to fall into place.
Calculated Risk
OCTOBER 13, 2022
The Cleveland Fed released the median CPI and the trimmed-mean CPI this morning: According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.7% in September. The 16% trimmed-mean Consumer Price Index increased 0.6% in September. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".
Wealth Management
OCTOBER 13, 2022
The partnership gives WEG's 360 advisors access to a customized version of the CAIS alternative investments platform.
Calculated Risk
OCTOBER 13, 2022
Friday: • At 8:30 AM ET, Retail sales for September will be released. The consensus is for a 0.2% increase in retail sales. • At 10:00 AM, University of Michigan's Consumer sentiment index (Preliminary for October).
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
OCTOBER 13, 2022
NCA Financial Planners' Kevin Myeroff discusses his thought process around succession and why he ultimately chose to sell his firm to Sequoia Financial.
Calculated Risk
OCTOBER 13, 2022
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.4 percent in September on a seasonally adjusted basis after rising 0.1 percent in August, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 8.2 percent before seasonal adjustment. Increases in the shelter, food, and medical care indexes were the largest of many contributors to the monthly seasonally adjusted all items increase.
Wealth Management
OCTOBER 13, 2022
Pershing's Bill Bruckner dives into the key findings from the latest “NEXT: Wealth Management Firm of the Future” Research report.
Pragmatic Capitalism
OCTOBER 13, 2022
From Paul Fenner at The Emotional Balance Sheet Podcast: Am I providing my family with the best possible life I can?
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
OCTOBER 13, 2022
Interest rate on popular savings tool is expected to fall to 6.47% as of Nov. 1, down from a record 9.62%.
Abnormal Returns
OCTOBER 13, 2022
Books A Q&A with Dr. Wes Ely author of "Every Deep-Drawn Breath: A Critical Care Doctor on Healing, Recovery, and Transforming Medicine in the ICU." (statnews.com) An excerpt from "Of Boys and Men: Why the Modern Male Is Struggling, Why It Matters, and What to Do About It" by Richard V. Reeves. (nationalaffairs.com) An excerpt from "Belonging: The Science of Creating Connection and Bridging Divides' by Geoffrey L.
Wealth Management
OCTOBER 13, 2022
On average, Social Security checks will rise by more than $140 a month starting in January.
Abnormal Returns
OCTOBER 13, 2022
Markets More signs that retail investors are abandoning crypto. (finance.yahoo.com) Behold! An actual successful semiconductor IPO. (fortune.com) There's no such thing as 'medium risk.' (permanentequity.com) Finance Why VCs are increasing in the public markets. (wsj.com) Fintech startups are especially feeling the pain of the bear market. (economist.com) Apple Apple Card users will soon be able to open a Marcus savings account.
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
OCTOBER 13, 2022
Friday, November 11, 2022 | 11:00 AM ET
The Reformed Broker
OCTOBER 13, 2022
Final Trades: Deere, Dutch Bros & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
OCTOBER 13, 2022
Although the final strategy is still being drawn up, investments in equities, fixed income and physical assets -- such as real estate -- are all being considered, the people said, asking not to be identified because the plans are private.
Calculated Risk
OCTOBER 13, 2022
Today, in the Calculated Risk Real Estate Newsletter: House Prices to National Average Wage Index A brief excerpt: One of the metrics we'd like to follow is a ratio of house prices to incomes. Unfortunately, most income data is released with a significantly lag, and there are always questions about which income data to use (the average total income is skewed by the income of a few people).
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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
OCTOBER 13, 2022
Boise, Idaho-based Albertsons has been studying options to boost growth, having seen sales gains during the Covid-19 pandemic cool at the same time as labor and logistics expenses have been rising.
A Wealth of Common Sense
OCTOBER 13, 2022
A reader asks: Ben comes off as a relatively optimistic person when it comes to the markets. Can he give us his most bearish or worst-case scenario for the stock market right now? I’m worried the worst is yet to come. This is a fair assessment. I am a glass-is-half-full kind of person by disposition. I can’t prove this but I do think optimism or pessimism is something you’re kind of just born with.
Clever Girl Finance
OCTOBER 13, 2022
Is a "not buying anything" challenge right for you? It can be a great way to jumpstart your savings and cut back on excess spending. But trying to buy nothing new for an extended period of time is not for everyone. In this article, we discuss why you might not want to participate in a not buying anything challenge and what might work better for you instead!
Carson Wealth
OCTOBER 13, 2022
Last Friday, yet another strong payroll report was released with the headlines stating payrolls grew 263,000 in September and the unemployment rate fell to 3.5%. The first three charts below illustrate the strength and resiliency of the labor market this year. The last two are forward-looking indicators that bode well for continued employment gains. 3.8 million jobs created in 2022 (so far).
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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?
NAIFA Advisor Today
OCTOBER 13, 2022
In an advertising campaign in the 1980s, Heinz ketchup used the slogan “Good things come to those who wait.” For your clients who are in their 40s or 50s and yearn to get a Home Equity Conversion Mortgage (or HECM, commonly called a reverse mortgage) loan, well, like the slow trickle of ketchup out of a glass bottle, they are going to have to let time do its thing and wait at least until they reach the minimum qualifying age of 62.
Accounting for Good
OCTOBER 13, 2022
The post Unpacking the AASB for Not For Profit first appeared on ACCOUNTING FOR GOOD.
Integrity Financial Planning
OCTOBER 13, 2022
When was the last time you stopped and thought about how long the dollar bill that’s in your pocket has been circulating through the economy? What has that bill seen? Whose pockets has it been in? What will it see next? Every year, the government prints millions of dollar bills a day. Here’s a quick look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
Accounting for Good
OCTOBER 13, 2022
The post Technology in [NFP] accounting first appeared on ACCOUNTING FOR GOOD.
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