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The key economic reports this week are October CPI, Retail Sales, and Housing Starts. For manufacturing, October industrial production, and the November New York, Philly and Kansas City Fed surveys, will be released this week. -- Monday, November 13th -- No major economic releases scheduled. -- Tuesday, November 14th -- 6:00 AM: NFIB Small Business Optimism Index for October. 8:30 AM: The Consumer Price Index for October from the BLS.
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.
This week, we speak with Linda Gibson , who is CEO of PGIM ‘s Quantitative Solutions , a pioneer in quant investing managing $119 billion in assets. Gibson holds a bachelor’s degree in mathematics from Bates College and a law degree from Boston College and is a graduate of the Advanced Management Program at Harvard Business School. PGIM is one of the world’s largest asset managers, running $1.27 trillion in client assets.
At the Calculated Risk Real Estate Newsletter this week: • 2nd Look at Local Housing Markets in October • Part 1: Current State of the Housing Market; Overview for mid-November • Inventory will Tell the Tale • 1st Look at Local Housing Markets in October • ICE (Black Knight) Mortgage Monitor: "It’s fair to expect prices to weaken later in 2023 This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
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
Global investing is easily accessible through the financial markets. Many investors prefer to stick to companies and industries they are familiar with.
Top Indian Stocks Held By Vanguard Group : Vanguard Group, Inc. is an investment management and advising firm. The firm provides its services to equity and fixed-income investment groups, investment pooling vehicles, mutual funds, and separate account institutional clients. The Vanguard Group has customers all throughout the world. As of April 2023, the company held around $7.7 trillion in global assets under management.
Whatcha Waiting For? Date Recorded: 10/25/2023 | Run-Time: 15:09 Summary: In today’s episode, Meb reads a recent email sent to Cambria subscribers about using a shareholder yield approach to take advantage of the opportunity in global value stocks today. Comments or suggestions? Interested in sponsoring an episode? Email us Feedback@TheMebFaberShow.com Links from the Episode: Performance […] The post Whatcha Waiting For?
Tel: 651-200-3102 BXiong@ballastadvisors.com 2550 University Ave W. STE 314-N Saint Paul, MN 55114 ballastadvisors.com Bi Xiong Client Services Manager Bi Xiong obtained her Bachelor of Arts in Nutrition Dietetics from the College of Saint Benedict/Saint John’s University and later earned a Master of Science in Human Nutritional Sciences from the University of Wisconsin-Stout.
Individual investors who had been behind the stock market rally this year pulled more money from US equities in October than they have in any month over the past two years.
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.
Tel: 651-200-3102 ekammueller@ballastadvisors.com 2550 University Ave W. STE 314-N Saint Paul, MN 55114 ballastadvisors.com Erin Kammueller Client Services Coordinator Erin, a recent graduate of the College of St. Benedict in St. Joseph, MN, joins the team at Ballast Advisors with a fresh perspective and a rich academic background. She holds a Bachelor of Arts degree in English & Hispanic Studies, with a minor in Latino/Latin American Studies.
The bond market giveth and the bond market taketh away. The S&P 500 Index closed in the red Thursday, blowing its widely-hyped chance at a nine-day winning streak, which would have been its best run since 2004.
Tel: (941) 621-4015 223 Taylor Street, Suite 1210 Punta Gorda, FL 33950 tbartlett@ballastadvisors.com ballastadvisors.com Tessah Bartlett Client Service Manager Tessah has a genuine passion for building relationships with clients at Ballast Advisors in our Punta Gorda Office. Outside of work, Sarah enjoys spending time with her fur babies, exploring new places and foods and spending time with her four nephews. “Not all who wander are lost.
Here at Indigo Marketing Agency, we’re on a mission to help financial advisors grow their business with custom marketing. We are passionate about helping advisors spend more time doing what they do best—providing excellent customer service to their clients without being weighed down by DIY marketing or strategies that just don’t work. Watch the quick video below where we describe our three-part process: Build a solid marketing foundation.
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.
Exploring federal budget data is a journey through endless rabbit holes, some of which are eerily close to Alice in Wonderland insanity. Countless variables interact in unexpected ways. Seemingly small changes can cascade into billions of dollars within a few years.
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The fight over return-to-office is getting dirty. Return-to-office mandates indicate a failure of imagination on the part of management and a refusal to do the work necessary to create a positive company culture. ( Business Insider ) • The Business of Extracting Knowledge from Academic Publications : TL;DR: I worked on biomedical literature search, discovery and recommende
Topics discussed included the future of investment management and generational differences among investors as well as trends and technologies transforming the industry, including artificial intelligence (AI) and digital assets.
EVs EVs are going from niche to mainstream. (nytimes.com) Buc-ee's has plans to add EV chargers. (arstechnica.com) How EV batteries can be integrated into the grid. (bloomberg.com) Electric school buses could be an important part of the grid. (nytimes.com) Electric trucks make most sense for shorter routes. (thecooldown.com) When the best way to put out an EV fire is to just let it burn.
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.
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