Calculated Risk
APRIL 14, 2023
From the Fed: Industrial Production and Capacity Utilization Industrial production rose 0.4 percent in March and was little changed in the first quarter, increasing at an annual rate of 0.2 percent. In March, manufacturing and mining output each fell 0.5 percent. The index for utilities jumped 8.4 percent, as the return to more seasonal weather after a mild February boosted the demand for heating.
Wealth Management
APRIL 14, 2023
You don't have to be Leone Helmsley to ensure the future care of beloved pets.
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Calculated Risk
APRIL 14, 2023
On a monthly basis, retail sales were down 1.0% from February to March (seasonally adjusted), and sales were up 2.9 percent from March 2022. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for March 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $691.7 billion, down 1.0 percent from the previous month, but up 2.9 percent above March 2022.
Wealth Management
APRIL 14, 2023
Wells Fargo CEO Charles Scharf said the bank’s business remained “strong” despite the recent banking crises, while JPMorgan Chase’s wealth division boasted a YoY net income boost of 36%.
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Abnormal Returns
APRIL 14, 2023
Markets Q1 S&P 500 earnings are expected to decline for the second quarter in a row. (axios.com) Gold is back at all-time highs. (allstarcharts.com) Bonds Individual investors are getting a crash course in bond buying. (wsj.com) Treasury bonds are no longer a crazy proposition. (morningstar.com) Technology Why Intel's ($INTC) turnaround is a long shot.
Wealth Management
APRIL 14, 2023
Facing volatility in global energy prices, commercial real estate investors are placing higher value on buildings that lower energy consumption.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
APRIL 14, 2023
Silicon Valley Bank is not going to take your clients’ investment portfolios down with it.
The Reformed Broker
APRIL 14, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Liz Young, and Downtown Josh Brown discuss building a career in finance, cooling inflation, the stages of a recession, whether the VIX still matters, commercial real estate, the credit crunch, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
Wealth Management
APRIL 14, 2023
Help clients reduce the impact of taxes.
Calculated Risk
APRIL 14, 2023
From BofA: March industrial production was stronger than expected, along with upward revisions to February. Utilities production in March came in higher than expected at 8.4% m/m increasing our personal consumption tracking estimate for 1Q. Mining fell by 0.2% m/m. The components of support activities for mining that feed into our structures estimate were slightly higher than expected, pushing up our structures tracking estimate for 1Q.
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
APRIL 14, 2023
Charles Schwab, the biggest publicly traded US brokerage, reports first quarter earnings on Monday amid the banking industry tumult.
Alpha Architect
APRIL 14, 2023
Merger arbitrage is an investment style in which investors seek to buy shares of firms that are acquisition targets with the objective of realizing the difference between the amount for which the target is being acquired and the stock price of the target shortly after the acquisition is announced. The stock price of the target company typically sells below the acquisition price, reflecting the uncertainty of the deal being completed (the arbitrage spread).
Wealth Management
APRIL 14, 2023
Overcoming the RIA/Annuity disconnect by addressing common financial advisor objections.
Calculated Risk
APRIL 14, 2023
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in March A brief excerpt: This is the third look at local markets in March. 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: 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
APRIL 14, 2023
The U.S. Department of Justice sent a letter to the SEC regarding its plans for the most sweeping overhaul of Wall Street stock-trading in more than a decade.
MarketWatch
APRIL 14, 2023
Tesla Inc. TSLA Chief Executive Elon Musk has launched an artificial intelligence company called X.AI, incorporated in Nevada, The Wall Street Journal reported Friday, citing a state filing. Musk is the only listed director of the company, and Jared Birchall, the director of Musk’s family office, is its secretary, the report said, adding that the filing was made last month.
Wealth Management
APRIL 14, 2023
Wealthtender's Brian Thorp breaks down what the latest SEC marketing rule means for advisors.
Advisor Perspectives
APRIL 14, 2023
There was a downer vibe at the IMF/World Bank meetings this week. The World Bank Group told the international community to brace for low growth and the possibility of a lost decade. The International Monetary Fund warned of low growth and considerable downside financial risks on top of it.
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
APRIL 14, 2023
OneDigital acquired Huntington National Bank’s 401(k) and retirement plan business this week, while Clearstead Advisors picked up local firm CLS Consulting. The Mather Group and NewEdge Wealth both announced key hires.
Trade Brains
APRIL 14, 2023
A Study of biggest scams that shook Indian Stock Market: The stock market in India has created a lot of wealth for many common and ace investors in India. There is no doubt in saying that the Indian stock market has yielded enormous returns to loyal market investors in the last few decades. However, there were also times, when the market witnessed extreme malpractices carried out by a few wicked minds.
Wealth Management
APRIL 14, 2023
The fund will track the CIBC Human Capital Small Cap index, which is made up of about 200 small cap US companies rated on factors such as employee motivation, commitments to diversity goals and compensation fairness.
Advisor Perspectives
APRIL 14, 2023
The S&P 500 finished the week up 0.79% from last week despite dropping 0.21% from Thursday. The index is currently up 7.77% year to date and is 13.74% below its record close from January 3, 2022.
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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
APRIL 14, 2023
Net flows into all of the firm’s funds totaled $110 billion, with investors and clients adding money to bond ETFs.
Integrity Financial Planning
APRIL 14, 2023
When you enter retirement, your first action may likely be to take advantage of the ability to do nothing. From your hammock swinging in the warm sun or cozy chair in front of the fireplace, you might be smiling, sipping your coffee, thinking, “I’m finally done with that nearly life-long daily grind.” But the bliss of doing nothing—absolutely nothing—may not last you very long.
Wealth Management
APRIL 14, 2023
About $30.3 billion poured into US money-market funds in the week to April 12, taking total assets to an unprecedented $5.28 trillion.
Good Financial Cents
APRIL 14, 2023
A recent survey by the Research Department of Statista.com revealed that 34% of Americans had less than $1,000 in their savings accounts. This might sound disturbing, but this was actually far better than a survey CNBC reported on a few years ago that nearly 70% of Americans had $1,000 or less in savings. Personally, I don’t think it matters which statistical bucket you fall in to claim the following: making an extra $1,000 per month would dramatically improve your life.
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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?
Discipline Funds
APRIL 14, 2023
One of the recurring themes I’ve focused on in recent years is the inherently long nature of a credit bust cycle like the one we’ve been experiencing since 2021. In short, economic booms lead to asset price booms which lead to overall consumer price booms. When consumer prices get out of line with the Fed’s target they adjust interest rates to bring prices back to some equilibrium.
MarketWatch
APRIL 14, 2023
Montana lawmakers on Friday passed a first-in-the-nation bill to ban TikTok across the state. The bill, which would go into effect on Jan. 1, 2024, prohibits the use of TikTok on all personal devices and bars app stores from offering TikTok for downloads. It would fine any entity violating the law $10,000 per violation, and awaits the signature of Republican Governor Greg Gianforte.
Advisor Perspectives
APRIL 14, 2023
What does a potential change in Federal Reserve policy mean for markets and the economy?
MarketWatch
APRIL 14, 2023
A magnitude 7 earthquake has hit Indonesia some 96 kilometers north of Tuban, according to the U.S. Geological Survey. Tuban is a town located on the northeast coast of Java. Sebastian Paz, a Colombian tourist visiting Bali, told MarketWatch by email that the quake caused shaking across the island and that he received a 5.4 alert from My EarthQuake Alerts.
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