The Big Picture
JULY 21, 2023
@TBPInvictus here; Let’s cut to the chase : A popular video on YouTube claims the poor are much less poor than the official statistics suggest because those statistics ignore government welfare programs like Food Stamps and Aid to Dependant Children and lots of other safety net programs. If this were true, it would mean we have been measuring income inequality incorrectly (perhaps wealth inequality as well).
Wealth Management
JULY 21, 2023
Don’t assume wealthy clients have done their planning.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
JULY 21, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab's latest annual RIA Benchmarking Study shows that while average firm assets under management fell in 2022, due largely to weak market performance, organic growth remained strong, mitigating a portion of the market effects on client portfolios.
Wealth Management
JULY 21, 2023
Success is measured by the ability to generate, evaluate, nurture and close leads. And for the most part, that means digital leads.
Advertisement
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
The Reformed Broker
JULY 21, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Sam Ro, Jack Raines, and Downtown Josh Brown discuss AI and the market, the meme economy, Nvidia’s rollercoaster year, the earnings recession, financial charlatans, Berkshire’s massive bet on Apple, 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
JULY 21, 2023
The founder of Chaikin Analytics gives his biggest takeaways from navigating through 10 bear markets.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 21, 2023
Used correctly, private market investments can be valuable tools for building efficient long-term portfolios and accessing differentiated opportunities.
Calculated Risk
JULY 21, 2023
From Black Knight: Black Knight’s First Look: Seriously Delinquent Mortgages Hit Lowest Level Since 2006; Prepayments Trended Seasonally Higher in June Despite Elevated Interest Rates • Inching up 2 basis points from May, the national delinquency rate continues to hover near recent record lows, with June’s marking the third lowest level on record • The number of serious delinquencies (loans 90+ days past due) dropped to 471K – the lowest since August 2006 – and a 177K (-27%) improvement from Jun
Wealth Management
JULY 21, 2023
This exclusive report, based on a survey of advisors and commercial real estate professionals, highlights the changing landscape of HNWI allocations to real estate and provides a deep understanding of current investment strategies.
Calculated Risk
JULY 21, 2023
The preliminary estimate for Q2 GDP is scheduled to be released this coming Thursday, July 27th. The consensus estimate is for real GDP to increase 1.8% SAAR from Q1. From BofA: Data since our last weekly publication moved up our 2Q GDP tracking estimate from 1.5% q/q saar to 1.6%. [July 21st estimate] emphasis added From Goldman: We left our Q2 GDP tracking estimate unchanged at +2.5% (qoq ar).
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.
A Wealth of Common Sense
JULY 21, 2023
Last year most economists assumed the Fed raising rates so aggressively meant a recession was inevitable: Now they’re backing off those predictions: So why hasn’t the economy crashed from going 0% to 5% in such short order? There are a lot of reasons. I like this one from Bob Elliott: If you think about what happened it makes sense higher yields and higher borrowing costs have offset one another.
Calculated Risk
JULY 21, 2023
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in June A brief excerpt: Each month I track closed sales, new listings and active inventory in a sample of local markets around the country (over 40 local housing markets) in the US to get an early sense of changes in the housing market. In addition, we can look for regional differences.
Advisor Perspectives
JULY 21, 2023
Last December, Florida’s legislature passed a controversial but necessary set of reforms aimed at shoring up the state’s teetering property insurance market, where a string of insurers had canceled policies and even filed for bankruptcy, leaving homeowners with dwindling options.
Trade Brains
JULY 21, 2023
Yatharth Hospital IPO : Yatharth Hospital Limited Ltd is coming up with its Initial Public Offering. The IPO will open for subscription on July 26, 2023, and close on July 28, 2023. In this article, we will look at the Yatharth Hospital IPO Review 2023 and analyze its strengths and weaknesses. Keep reading to find out! Yatharth Hospital IPO Review – About The Company Yatharth Hospital and Trauma Care Services Limited, founded in 2008, is a multi-care hospital network.
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.
Alpha Architect
JULY 21, 2023
The empirical research demonstrates that, on average, investing in previous winners and short selling previous losers offers highly significant returns that other common risk factors cannot explain. However, momentum also displays huge tail risk, as there are short but persistent periods of highly negative returns. Crashes occur particularly in reversals from bear markets when the momentum portfolio displays a negative market beta and momentum volatility is high.
Advisor Perspectives
JULY 21, 2023
The S&P 500 posted weekly gains for the second consecutive week, finishing up 0.69% from last Friday. The index is currently up 18.62% year to date and is 5.43% below its record close from January 3, 2022.
Ron A. Rhodes
JULY 21, 2023
A client recently inquired about stock market valuation levels, expected and historical returns.
Advisor Perspectives
JULY 21, 2023
FINRA has released new data for margin debt, now available through June. The latest debt level is at 681.23 billion, up 5.8% month-over-month (MoM) and down 0.3% year-over-year (YoY). However after adjusting for inflation, debt level is up 5.4% MoM and down 3.2% YoY.
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.
Trade Brains
JULY 21, 2023
Best Ashish Kacholia Portfolio Stocks : The stock market, a place of uncertainty where fortunes can be won or lost in an instant. In this place of uncertainty, it is the extraordinary achievements of ace investors that inspire us to achieve success in the market. Market participants try to gain insights from the portfolio of these ace investors portfolios and try to mirror them in the hopes of gaining massive returns.
Advisor Perspectives
JULY 21, 2023
The yield on the 10-year note ended July 21, 2023 at 3.84%, the 2-year note ended at 4.82%, and the 30-year at 3.91%.
Tobias Financial
JULY 21, 2023
Petra Jurova was born and raised in Bratislava, the beautiful capital city of Slovakia. She is fluent in Slovak, Czech, as well as English and was one of the only non-native English speakers in her master’s program at Nova Southeastern University in composition, rhetoric, and digital media. From the age of seven, Petra’s life was consumed with one thing, becoming a championship tennis player.
Advisor Perspectives
JULY 21, 2023
Amazon is the world’s largest online retailer and a prominent player in the field of cloud services, digital streaming, and artificial intelligence. This Knowledge Leader has redefined the landscape of e-commerce and technology.
Advertisement
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.
Norman Marks
JULY 21, 2023
Anthony Pugliese (President and CEO of the IIA) said in a recent webinar that GRC stands for Governance, Risk Management, and Compliance-slash-Control. I am sure he said that because the IIA has the C meaning Control while the rest of the universe has C for Compliance.
Advisor Perspectives
JULY 21, 2023
Corporate profits are being challenged by market forces, diminishing pricing power.
Abnormal Returns
JULY 21, 2023
Business Zack Fuss talks with John Zolidis about the business of Lululemon ($LULU). (joincolossus.com) Russell Napier talks with Brendan Ballou author of "Plunder: Private Equity's Plan to Pillage America." (open.spotify.com) Andy Slavitt talks with Ben Mckenzie, co-author of “Easy Money: Cryptocurrency, Casino Capitalism, and the Golden Age of Fraud.
Advisor Perspectives
JULY 21, 2023
Markets can present challenges for investors as volatility, direction, supply, outside influences, and future expectations are continuously changing.
Advertisement
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?
The Big Picture
JULY 21, 2023
My end-of-week morning train WFH reads: • Inflation undershoot? Narrative shifts again. But as impressive U.S. disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. With a ‘soft landing’ now majority thinking again, phrases like ‘immaculate disinflation’ abound and raise questions about whether underlying pr
Advisor Perspectives
JULY 21, 2023
Transitioning to a green net-zero economy requires climate solutions that enable the economy to decarbonise, such as renewable energy, electric vehicles, and recycling technologies.
Wealth Management
JULY 21, 2023
Henschen, who owned Henschen & Associates, was a pioneer and thought leader in the independent recruiting space.
Advisor Perspectives
JULY 21, 2023
The Chinese economy’s current travails illustrate the growth challenges facing many other countries around the world. By re-engineering ineffective growth models and improving domestic economic management, developed and developing countries can avoid falling into the growth trap China now finds itself in.
Advertisement
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.
Expert insights. Personalized for you.
246 
Let's personalize your content