Calculated Risk
DECEMBER 7, 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! Now it seems like most forecasts are for a recession in 2023. My answer is: Maybe. Way back in 2013, I wrote a post " Predicting the Next Recession.
Wealth Management
DECEMBER 7, 2022
A question looming over the industry is whether the legislation will get renewed or if the benefit will fade once the law expires.
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Calculated Risk
DECEMBER 7, 2022
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending December 2, 2022. Last week’s results include an adjustment for the observance of the Thanksgiving holiday.
Wealth Management
DECEMBER 7, 2022
The wealth management industry has entered the phase where marketing must produce business results, according to speakers at the MarketCounsel Summit.
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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
Mish Talk
DECEMBER 7, 2022
Thanks to president Biden, The Pentagon Marches Off to Climate War. A little-noticed rule-making proposed by the Department of Defense, NASA and the General Services Administration last month would require federal contractors to disclose and reduce their CO2 emissions as well as climate financial risks. The rule would cover 5,766 contractors that have received at least $7.5 million from the feds in the prior year.
Wealth Management
DECEMBER 7, 2022
The financial services matchmaker and RIA investor are joining forces to provide succession seekers with more than just an introduction.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
DECEMBER 7, 2022
An ode to collaborative, multi-disciplinary planning.
Nerd's Eye View
DECEMBER 7, 2022
For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). But for many years, advisers looking for guidance from the Securities and Exchange Commission (SEC) regarding what kind of performance advertising was permissible had to rely on fairly general guidelines and SEC staff statements in the form of “no-action” letters.
Wealth Management
DECEMBER 7, 2022
The author believes regulation of digital assets is overdue but with it the industry can build public trust and integrate the assets into the global financial system.
Calculated Risk
DECEMBER 7, 2022
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in November A brief excerpt: This is the first look at local markets in November. I’m tracking about 35 local housing markets in the US. Some of the 35 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
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
DECEMBER 7, 2022
The 10 largest ESG funds by assets have all posted double-digit losses, with eight of them falling even more than the S&P 500’s 14.8% decline.
Calculated Risk
DECEMBER 7, 2022
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 230 thousand initial claims, up from 225 thousand last week.
Wealth Management
DECEMBER 7, 2022
"Bumpy times ahead," and "a rude awakening" are just a couple of gloomy statements coming from Wall Street executives.
Mish Talk
DECEMBER 7, 2022
Industrial production data from the Fed, chart by Mish. Other than 2000 and 2020 there is not much lead time between the time industrial production peaks and recession starts. Recession Lead Time After Industrial Production Peak. Industrial production data from the Fed, calculation and chart Mish. In 5 of the last recessions, industrial production was primarily a coincident indicator of recessions.
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
DECEMBER 7, 2022
Starwood head honcho Barry Sternlicht dismissed concerns about recent withdrawal limits on non-traded REITs, reports The Real Deal. Fannie Mae and Freddie Mac are on pace to fall short of their target allocations for 2022, according to Multi-Housing News. These are among today’s must reads from around the commercial real estate industry.
Advisor Perspectives
DECEMBER 7, 2022
I’ve uncovered these false assumptions that may cause you to waste your marketing budget.
Wealth Management
DECEMBER 7, 2022
Related Cos. is teaming up with Wynn Resorts Ltd. to pursue one of three gaming licenses for New York’s downstate area. Competitors include SL Green Realty Corp., which has proposed a casino project in Times Square in partnership with Caesars Entertainment Inc. and Jay-Z’s Roc Nation.
Clever Girl Finance
DECEMBER 7, 2022
ot all of us are fortunate enough to come from wealthy families. However, you don’t have to be a celebrity or trust fund baby to get rich. In fact, we'll discuss how to get rich from nothing. Opinions vary when it comes down to what it really means to be considered rich. However, the thing to remember is that being wealthy isn’t just about the amount of money you accumulate but also includes your net worth.
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.
Wealth Management
DECEMBER 7, 2022
Almost 40 new ETFs made their market debuts in the past month.
Advisor Perspectives
DECEMBER 7, 2022
Take a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq Composite since 2000. We've updated this through the November 30, 2022 close.
Wealth Management
DECEMBER 7, 2022
A new product aimed at gig workers gives a 1% match on IRA contributions.
A Wealth of Common Sense
DECEMBER 7, 2022
Today’s Animal Spirits is brought to you by YCharts: Enter your information here to claim a FREE YCharts Professional account through December 16th, 2022 (first 100 submissions) On today’s show we discuss: Immaculate disinflation hopes dashed? Comments on the November employment report Were there really twice as many job openings as unemployed people?
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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.
Wealth Management
DECEMBER 7, 2022
The public pension, the second biggest in the nation, is offering $15.7 million in tax-exempt bonds via auction Wednesday. Calstrs’s new headquarters is considered an investment for the pension, which has a prodigious $297.6 billion under management.
Clever Girl Finance
DECEMBER 7, 2022
If you’re wondering, “What can I sell to make money from home?” we've got you! You can come up with side hustle ideas to make extra money. You can get rid of unwanted items without even leaving your house. There are so many ways in which you can generate extra cash right from the comfort of your own home. Below are 33 ideas! What can I sell to make money from home easily?
Wealth Management
DECEMBER 7, 2022
Direct-indexing assets are expected to grow faster than ETFs, according to Cerulli.
Advisor Perspectives
DECEMBER 7, 2022
“Expect a recession by the middle of next year,” Jeffrey Gundlach warned investors. The Fed’s monetary tightening will not be as aggressive as expected, he said, but high rates will dampen housing, consumer spending and other sectors, and will force the economy to contract.
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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
DECEMBER 7, 2022
Financial advisors have many tools to assist them in marketing their businesses and reaching new potential clients. This includes blogs, websites, videos, and much more. But search results ranking is one of the most crucial elements of successfully marketing a firm. If you can rank high on the search results page you’re doing well. That’s where our friend SEO comes into play.
Twenty Over Ten
DECEMBER 7, 2022
Video marketing has become the most effective and popular digital media strategy.
Fortune Financial
DECEMBER 7, 2022
High energy prices around the world this past year have added impetus to the desired energy transition away from fossil fuels to electricity, and lithium, the critical element in power storage, is front and center. Demand for lithium, which is currently around 500,000 tons globally, is forecast to grow to 2-3 million tons annually over the next decade as demand for battery-powered electric vehicles (BEVs) is expected surge [graphic via Morningstar]: To help us understand better the lithium indu
Random Roger's Retirement Planning
DECEMBER 7, 2022
A round up of a bunch of things. A few months ago, I started referring to bonds as being a source of unreliable volatility. Bespoke Investment Group noted that the iShares 20+ Year Treasury ETF (TLT) is up 16.8% over the last month while the S&P 500 is up a little over 4% in the same period. The yield curve is obviously trying to price something in, maybe a (declared) recession, maybe a pivot by the FOMC, maybe something else, whatever, that is a big lift regardless of the reason.
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