The Big Picture
NOVEMBER 22, 2023
We spend way too much time trying to predict the future (especially this time of year). Rather than engage in futility, let’s look at the coincident indexes in all 50 states over the past 3 months, via the Federal Reserve Bank of Philadelphia (October 2023). Note: I have been occasionally eyeballing this map since 2008 , and it does a good job of showing the overall trend of the economy (on an obvious lag).
Wealth Management
NOVEMBER 22, 2023
Pay close attention to the upcoming U.S. Supreme Court decision.
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Calculated Risk
NOVEMBER 22, 2023
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 3.0 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending November 17, 2023. The Market Composite Index, a measure of mortgage loan application volume, increased 3.0 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
NOVEMBER 22, 2023
Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.
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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
Abnormal Returns
NOVEMBER 22, 2023
AI Sam Altman is back at OpenAI, but everything has changed. (bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." (om.co) The OpenAI fiasco highlights the importance of corporate governance. (theatlantic.com) Finance Banks are planning to start.lending again.
Wealth Management
NOVEMBER 22, 2023
Open, honest and candid discussion about cyber hacks, the new DOL fiduciary rule, Envestnet's partnership with Empower, AI and more.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 22, 2023
Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.
Calculated Risk
NOVEMBER 22, 2023
From ICE / Black Knight: ICE First Look at Mortgage Performance: Foreclosure starts rose in October, despite serious delinquencies returning to 17-year lows • The national delinquency rate fell 3 basis points (bps) to 3.26% in October , marking a 9 bps (-2.8%) improvement from the same time last year • Serious delinquencies (90+ days past due) fell to 447K, once again hitting their lowest levels since 2006 • Loans 30-days late also declined, marking the first such improvement in five months • De
Wealth Management
NOVEMBER 22, 2023
Schwab's Lisa Salvi shares how successful firms leverage a comprehensive approach to long-term success.
Calculated Risk
NOVEMBER 22, 2023
From WardsAuto: November U.S. Light-Vehicle Sales to Improve on Past Three Months (pay content). Brief excerpt: The recent falloff in the SAAR from summer highs could mean more consumers are reaching price fatigue. It also could be that some of the stronger selling segments – especially fullsize trucks – of the past two-plus years are closer than other segments to meeting the pent-up demand built up since the inventory drain caused by the semiconductor shortage began in early 2021.
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
NOVEMBER 22, 2023
Ahead of Thanksgiving, Osaic-affiliated AmeriFlex added two teams in four states and Steward Partners moved into Georgia.
Calculated Risk
NOVEMBER 22, 2023
The DOL reported : In the week ending November 18, the advance figure for seasonally adjusted initial claims was 209,000 , a decrease of 24,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 231,000 to 233,000. The 4-week moving average was 220,000, a decrease of 750 from the previous week's revised average.
Wealth Management
NOVEMBER 22, 2023
Matt Stewart, Chief Operating Officer, Oaktree Strategic Credit Fund at Brookfield Asset Management discusses credit markets.
Advisor Perspectives
NOVEMBER 22, 2023
Bitcoin's price see-sawed for much of the past week, reaching as high as $37,800 and falling as low as $35,000. BTC is now up ~120% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 11/21.
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
NOVEMBER 22, 2023
Avantax shareholders voted in favor of the previously-announced deal to sell the company to Cetera, according to SEC filings.
Trade Brains
NOVEMBER 22, 2023
Suzlon Energy Vs CG Power : India is currently undergoing a revolution in its energy space. The country that has always been massively dependent on burning coal is now shifting to something greener & cleaner. The Companies that we will look at are at the forefront of this space. Although the Companies are slightly different, one manufactures products that generate energy while the other manufactures products to store this energy.
Wealth Management
NOVEMBER 22, 2023
Transcript of Episode 86 of 401(k) Real Talk.
Alpha Architect
NOVEMBER 22, 2023
We are pleased to announce that Erik Chavez has joined Alpha Architect and will work alongside Kyle and Doug to support our 1042 QRP ESOP service (qualified replacement property for ESOP rollovers). While new to our team, Erik has been our friend for a long time. Erik is a multiple-time March for the Fallen survivor -- see below when he is part of the MFTF clean-up crew (cirled in blue).
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.
A Wealth of Common Sense
NOVEMBER 22, 2023
Today’s Animal Spirits is brought to you by YCharts: See here to register for the YCharts Year-End Strategy webinar with the Animal Spirits team! On today’s show, we discuss: Power laws in the stock market Some of the trillions parked in cash may trickle back into stocks now that the market is rallying How the young should invest The Fed is charting a course to stagflation and recession Summers says.
Random Roger's Retirement Planning
NOVEMBER 22, 2023
Today I want to dig into a couple of different things related to return stacking. As a quick explainer, return stacking is the use of leverage in a portfolio to add an alternative asset class/strategy on top of the more typical mix of stocks and bonds. This is usually done with the intention of adding an uncorrelated asset class to a portfolio in an attempt to reduce portfolio volatility.
Meb Faber Research
NOVEMBER 22, 2023
Episode #509: Austin Root, Stansberry Asset Management – The Case For Productive Assets Guest: Austin Root is the Chief Investment Officer of Stansberry Asset Management. Previously, he co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management. Date Recorded: 11/1/2023 | Run-Time: 1:00:14 […] The post Episode #509: Austin Root, Stansberry Asset Management – The Case For Productive Ass
Advisor Perspectives
NOVEMBER 22, 2023
In the week ending November 18, initial jobless claims were at a seasonally adjusted level of 209,000, a decrease of 24,000 from the previous week's revised figure. The latest reading is lower than the forecast of 225,000.
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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.
Trade Brains
NOVEMBER 22, 2023
Best Stocks and Sectors in India : Every once in a while the technologies and innovations keep changing. Some of these stand the test of time by solving a solution, increasing operational efficiency, or reducing costs. Companies engaged in developing and distributing such technologies and innovative products or services from initial stages eventually become futuristic sectors that offer attractive investment opportunities.
Advisor Perspectives
NOVEMBER 22, 2023
New orders for manufactured durable goods fell more than expected in October, coming in at $279.44B. This is a 5.4% decrease from the previous month and is more than the expected 3.1% decline. The series is up 0.3% year-over-year (YoY). If we exclude transportation, "core" durable goods were unchanged from the previous month and up 1.3% from one year ago.
Norman Marks
NOVEMBER 22, 2023
Three parts to this post: What is ESG? What are those conflicting reports? What does this all mean for practitioners? Part 1 OK, it’s time for me to ‘fess up. I am confused by “ESG”.
Advisor Perspectives
NOVEMBER 22, 2023
Consumer sentiment fell for a fourth consecutive month in November according to the final report for the Michigan Consumer Sentiment Index. The index came in at 61.3, down 2.5 points (-3.9%) from the October final. This morning's reading was above the forecast of 60.4.
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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?
Advisor Perspectives
NOVEMBER 22, 2023
A quirk in retirement fund accounting is making corporate pensions look particularly flush now, giving them more incentive to cut risk by dumping equities and buying bonds.
Advisor Perspectives
NOVEMBER 22, 2023
My guest, Sam Reid, is here to discuss the role and impact of structured credit within a retail investor portfolio. In an environment of rising rates and accumulating debt, this asset class offers investors a chance to alleviate risks and further enhance their portfolios. Sam uses a process-driven approach to minimize the impact of rising rates, and his underwriting standards allow for enhancements to be built into securities.
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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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