Calculated Risk
SEPTEMBER 28, 2022
The Census Bureau reports New Home Sales in August were at a seasonally adjusted annual rate (SAAR) of 685 thousand. The previous three months were revised up, combined. Sales of new single?family houses in August 2022 were at a seasonally adjusted annual rate of 685,000, according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
The Big Picture
SEPTEMBER 28, 2022
Around the world, markets lost 5% or worse just last week. Year to date, the S&P 500 is down more than 23%; the Russell 2000 small caps are off more than 26%; Emerging markets are down almost 28%; and the Nasdaq Tech index is off more than 31%. All jokes aside , September has lived up to its reputation as a challenging month for equities. After the brutal sell-off, a relief rally was due, hence the green on your screen this morning.
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Wealth Management
SEPTEMBER 28, 2022
A new Bank of America survey offers data on workplace benefits and their impact on employee satisfaction and retention.
Abnormal Returns
SEPTEMBER 28, 2022
Rates Yields on cash equivalents are rising rapidly. (wealthmanagement.com) Rapidly rising real interest rates provide competition for stocks. (capitalspectator.com) Expected returns on bonds are finally attractive. (awealthofcommonsense.com) Markets Lumber prices are back down to pre-pandemic levels. (wsj.com) Don't fight the last war: this isn't 2008.
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Wealth Management
SEPTEMBER 28, 2022
Let’s take back the narrative by talking about the passionate people who help clients achieve their financial and life goals every day.
Calculated Risk
SEPTEMBER 28, 2022
S&P/Case-Shiller released the monthly Home Price Indices for July ("July" is a 3-month average of May, June and July closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P: S&P Corelogic Case-Shiller Index Continued its Deceleration in July The S&P CoreLogic Case-Shiller U.S.
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The Irrelevant Investor
SEPTEMBER 28, 2022
Today’s Animal Spirits is brought to you by YCharts and Tropical Brothers: See here for YCharts September Fund Flow Report See here for tropical gear, free shipping, and sunglass straps on all orders On today’s show we discuss: Weekly market commentary via BlackRock Fed hikes could add $2.1 trillion to deficits 14 charts that explain inflation Full Stack Economics on leaning out of a career to support a signifi.
Wealth Management
SEPTEMBER 28, 2022
U.S. home prices cooled at the fastest rate in history in July, according to the S&P CoreLogic Case-Shiller Index. Car dealership sites now offer attractive opportunities for infill development, reports The New York Times. These are among today’s must reads from around the commercial real estate industry.
A Wealth of Common Sense
SEPTEMBER 28, 2022
In the midst of the pandemic-induced market panic in March of 2020, I wrote a piece that explained why I was more worried about the bond market than the stock market. These were the yields on U.S. government bonds at the time: This was a waterfall all the way down moment across the entire maturity spectrum. It may have seemed bizarre to worry about the bond market when these were the trailing returns over the previous 12.
Wealth Management
SEPTEMBER 28, 2022
His letters express concerns that such arrangements often are used as tax evasion vehicles by the uber wealthy.
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 Reformed Broker
SEPTEMBER 28, 2022
Final Trades: Deere, Johnson & Johnson, UnitedHealth & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
SEPTEMBER 28, 2022
The involved firms include some of the biggest names in the financial services and wealth management space, including BofA, Citigroup, Morgan Stanley and UBS.
Calculated Risk
SEPTEMBER 28, 2022
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Increased in August; Completed Inventory Increased Brief excerpt: The next graph shows the months of supply by stage of construction. “Months of supply” is inventory at each stage, divided by the sales rate. There are 0.86 months of completed supply (red line). This is about 60% of the normal level.
Wealth Management
SEPTEMBER 28, 2022
The OSJ is leaving the Raymond James platform to form a hybrid RIA with greater flexibility and access to more resources, Concurrent says.
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 Reformed Broker
SEPTEMBER 28, 2022
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Reverse Face Ripper – I broke one of my cardinal rules as a market commentator. ?RIP BTD – It is the worst year for buying the stock-market dip since the 1930s. ?
Wealth Management
SEPTEMBER 28, 2022
Some firms have closed their offices and evacuated their employees, while others are hunkering down in hopes that the storm will pass.
Calculated Risk
SEPTEMBER 28, 2022
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index "Continued its Deceleration" to 15.8% year-over-year increase in July Excerpt: Both the Case-Shiller House Price Index (HPI) and the Federal Housing Finance Agency (FHFA) HPI for July were released today. Here is a graph of the month-over-month (MoM) change in the Case-Shiller National Index Seasonally Adjusted (SA).
Wealth Management
SEPTEMBER 28, 2022
The latest buzzword in wealth management has advisors scratching their heads.
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.
Nerd's Eye View
SEPTEMBER 28, 2022
Welcome back to the 300th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Joe Duran. Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households.
Wealth Management
SEPTEMBER 28, 2022
The interest rate on the one-year Treasury bill is an eye-popping 4.1%, up from.07% last year.
The Irrelevant Investor
SEPTEMBER 28, 2022
Few things are more dangerous to investors than getting a big thing right. Once you’ve tasted the sweet nectars of massive returns, average just won’t move your internal needle. Instead of trying to get on base, you go for the grand slam walk-off home run. Such is the story of many famous investors who got rich and famous at one specific moment in time.
Wealth Management
SEPTEMBER 28, 2022
The Direxion Work From Home exchange-traded fund (ticker WFH), the largest with $37 million in assets, has plunged 44% over the past year and hasn’t seen an inflow since November 2021.
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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 Irrelevant Investor
SEPTEMBER 28, 2022
The six tech giants have lost a combined $4 trillion in market cap since their respective peaks. The entire S&P 500 was ~$12 trillion just a decade ago. If the leaders are falling, you know the rest of the bunch already got washed out. Indeed, only 8% of the Nasdaq-100 is above the 200-day moving average. Using extremes in a bear market as a contrarian buy indicator is unreliable in the short term.
Wealth Management
SEPTEMBER 28, 2022
VFLQ, which seeks to take advantage of the premium associated with less-liquid stocks, has lost about 23% this year.
Mullooly Asset Management
SEPTEMBER 28, 2022
The best investors throughout history have all shared some common traits. You won’t be able to implement the exact strategies as Buffett or Graham. But what you can do is implement their behaviors and beliefs into your own personal investing strategy. There is a difference between traders and investors. Successful traders can get one trade […].
Wealth Management
SEPTEMBER 28, 2022
Damages and economic loss in the area could reach to $60 billion to $70 billion if the current forecast comes to pass, said Chuck Watson, a disaster modeler with Enki Research. That would rank Ian as the sixth-costliest US hurricane, according to data from the National Oceanic and Atmospheric Administration.
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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
SEPTEMBER 28, 2022
Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance. Brian is also NAIFA’s 2018 Diversity Champion, an author, an association expert, and a financial advisor.
Accounting for Good
SEPTEMBER 28, 2022
The post Managing cash flow for a not-for-profit first appeared on ACCOUNTING FOR GOOD.
Million Dollar Round Table (MDRT)
SEPTEMBER 28, 2022
By Susanne Tedrick No single person, no matter how intelligent or experienced they are, can understand everything there is to know about being a financial advisor. You can only go so far on your own. Questions come up when working with clients or perhaps about how to manage a team or run your own business. When they do, you need to have a handle on what specific support is needed and how to ask for it.
Wealthfront
SEPTEMBER 28, 2022
It’s no secret that inflation, or an increase in the price of goods and services, has been unusually high for much of 2022. While it’s always important to get the most out of your savings, it’s especially important to do so when inflation is high and your cash is at a much greater risk of […]. The post How Can I Protect My Cash When Inflation Is High?
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