Calculated Risk
SEPTEMBER 16, 2022
The recession callers were back in the first half of 2022, and some like ARK's Cathie Wood and Home Depot's Ken Langone claimed the US was already in a recession. I disagreed and noted I wasn't even on recession watch! We did see negative real GDP growth in Q1 and in Q2 - but that didn't mean the US economy was in a recession (and this has never been the definition of a US recession).
Wealth Management
SEPTEMBER 16, 2022
Although the next gen may be a long way from having a vote, give them a voice.
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Calculated Risk
SEPTEMBER 16, 2022
The DOL reported : In the week ending September 10, the advance figure for seasonally adjusted initial claims was 213,000 , a decrease of 5,000 from the previous week's revised level. The previous week's level was revised down by 4,000 from 222,000 to 218,000. The 4-week moving average was 224,000, a decrease of 8,000 from the previous week's revised average.
The Big Picture
SEPTEMBER 16, 2022
Earlier this month, we discussed the idea of Electrifying Classic Cars. I spoke to several people and decided to work with a shop in Austin, Texas. After reviewing the process, costs, and timeline, I put down a deposit. Note there is a one-year waiting list before your spot in the queue comes up for work to even begin. Step 2: Decide on a model and date range to convert.
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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
Wealth Management
SEPTEMBER 16, 2022
Boston-area Beaumont Financial is set to become the fourth new Focus Financial partner in 2022.
The Reformed Broker
SEPTEMBER 16, 2022
Thank you all for coming and for all the amazing feedback for the event we threw this week. It was a long time in the making and such a whirlwind. I am still recovering and resting up. I will have more to say soon, but for now here are some great shots of Future proof 2022. The post Pics from Future Proof Festival 2022 appeared first on The Reformed Broker.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
SEPTEMBER 16, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a report from Future Proof, dubbed the “world’s largest wealth festival”, held this week on(!) Huntington Beach, California. In addition to being held outdoors, the event stood out from ‘standard’ industry conferences in other ways, from the wide scope of its content to the diverse makeup of its attendees.
Wealth Management
SEPTEMBER 16, 2022
Shawn Everett Good faces up to 30 years in prison after pleading to charges of wire fraud and money laundering, according to the Department of Justice.
Calculated Risk
SEPTEMBER 16, 2022
On a monthly basis, retail sales were up 0.3% from July to August (seasonally adjusted), and sales were up 9.1 percent from July 2021. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for August 2022, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $683.3 billion, an increase of 0.3 percent from the previous month , and 9.1 percent above August 2021.
Wealth Management
SEPTEMBER 16, 2022
SLK Private Wealth brings a team of 13 to Sanctuary’s newest Southern California location.
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.
Calculated Risk
SEPTEMBER 16, 2022
Today, in the Calucalated Risk Newsletter: California Home Sales off 24% YoY in August, Prices Up Only 1.4% YoY; August Existing Home Sales Forecast On California: August’s sales pace was up 6.1 percent on a monthly basis from 295,460 in July and down 24.4 percent from a year ago , when 414,860 homes were sold on an annualized basis. The statewide median price edged up 0.7 percent in August to $839,460 from the $833,910 recorded in July and was up 1.4 percent from the $827,940 recorded last Augu
Wealth Management
SEPTEMBER 16, 2022
Take advantage of the pre-holiday run-up to focus on charitable giving.
Calculated Risk
SEPTEMBER 16, 2022
From the Fed: Industrial Production and Capacity Utilization Industrial production decreased 0.2 percent in August. Manufacturing output edged up 0.1 percent after increasing 0.6 percent in July. The index for mining was unchanged, and the index for utilities decreased 2.3 percent. At 104.5 percent of its 2017 average, total industrial production in August was 3.7 percent above its year-earlier level.
Wealth Management
SEPTEMBER 16, 2022
Carson Group announced some big changes to its services and platforms to kick off its annual Partner Summit in Las Vegas this week.
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.
The Big Picture
SEPTEMBER 16, 2022
?. My segment begins about the ~50-minute mark. We discuss everything from EVs to Inflation to Roe v Wade, to companies that behaved poorly during the pandemic. The post Stand Up with Pete appeared first on The Big Picture.
Wealth Management
SEPTEMBER 16, 2022
A good cultural fit is key to the success of a merger.
The Reformed Broker
SEPTEMBER 16, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Brian Belski, and Downtown Josh Brown discuss market volatility, adjusting to a higher risk-free rate, investment banking, the state of wealth management, hiring top advisors, and much more! This episode was recorded in front of a live audience at Future Proof on 9/13/22.
Wealth Management
SEPTEMBER 16, 2022
A recent article in the San Francisco Standard predicted an “epic crash” for the city’s office sector. Here’s what our CRE experts say about its claims.
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.
Abnormal Returns
SEPTEMBER 16, 2022
Economy Derek Thompson talks with Mark Zandi about the coming housing recession. (theringer.com) Roben Farzad talks abou the new world of work with Ed Zitron and Kian Gohar. (podcasts.apple.com) Cameron Passmore and Benjamin Felix talk gender inequality with Colleen Ammerman, author of "Glass Half-Broken: Shattering the Barriers That Still Hold Women Back at Work.
Wealth Management
SEPTEMBER 16, 2022
Identify the speed bumps impeding your growth and be proactive about overcoming them.
Abnormal Returns
SEPTEMBER 16, 2022
Strategy Being bullish on America, doesn't mean dismissing the rest of the world. (awealthofcommonsense.com) Why studying the stock market is so fascinating. (dariusforoux.com) Bonds The SEC wants more Treasury trades in a clearinghouse. (wsj.com) Using CDs as an alternative to bonds. (compoundadvisors.com) Investors are pulling cash from bond funds YTD.
Wealth Management
SEPTEMBER 16, 2022
SEC Chairman Gary Gensler discussed his views on cryptocurrencies, agency resources and the commission’s proposed rule for climate risk disclosures for issuers during testimony before the Senate Banking Committee.
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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.
The Reformed Broker
SEPTEMBER 16, 2022
Final Trades: Intuitive Surgical, Ardagh Metal & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
SEPTEMBER 16, 2022
For weeks, federal regulators have been been peppering Goldman management with questions and follow-ups regarding its online-banking platform aimed at retail customers.
Alpha Architect
SEPTEMBER 16, 2022
How did Momentum investing perform after the previous two valuation peaks? This article answers this question. Key finding: Momentum investing also performed well following episodes when value stocks were cheap. Of course, momentum portfolios did not perform nearly as well as value portfolios, but they did still beat the generic market. We dig into the details below.
Wealth Management
SEPTEMBER 16, 2022
The three worst performances this year among non-leveraged ETFs all belong to crypto funds.
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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?
FMG
SEPTEMBER 16, 2022
While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. Between choosing a topic, venue, and theme, the possibilities are endless. Even better, with current technology, we’re now able to host virtual events that can be as engaging as in-person ones. . First, let’s talk about some of the benefits of hosting a client event , and then we will cover some creative ways to get your clients and their famil
Wealth Management
SEPTEMBER 16, 2022
The Board of Governors of the Federal Reserve System invited comment on its proposed policy statement on prudent CRE loan workouts. The New York Times looks at the tentative railroad labor union deal. These are among today’s must reads from around the commercial real estate industry.
Million Dollar Round Table (MDRT)
SEPTEMBER 16, 2022
By Matt Pais, MDRT Content Specialist You may not think there are overlaps between being a financial advisor and being a musical theater performer. In his 2014 Annual Meeting presentation, “Passion, perseverance and Puccini,” however, Darryl Lovegrove, who has appeared in the Australian and New Zealand tours of “Jesus Christ Superstar,” demonstrated that his philosophies for success are relevant for anyone looking for motivation, inspiration and focus.
Wealth Management
SEPTEMBER 16, 2022
Store has investments in more than 3,000 properties across the United States. The portfolio totaled $11.4 billion at the end of June and includes properties used by restaurants, health clubs and medical offices, as well as manufacturing facilities and auto dealerships.
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