Calculated Risk

FEBRUARY 17, 2023

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Feb 11, 2023 • Active inventory growth continued to climb with for-sale homes up 70% above one year ago. Inventories of for-sale homes rose again, on par with the yearly gains we saw last week.

Sales 363

Sales Marketing Marketing 363

The Big Picture

FEBRUARY 17, 2023

My end-of-week morning train WFH reads: • It’s a Richcession, Not a Recession. Most economic downturns hit lower-income Americans hardest, but this time is different. The stock market’s winners and losers will be different too. Here’s your investing playbook. ( Wall Street Journal ) • From Math Camp to Handcuffs: FTX’s Downfall Was an Arc of Brotherhood and Betrayal : Gary Wang and Sam Bankman-Fried are offering dueling accounts of the FTX fiasco and of who’s ultimately to blame. ( Bloomberg ) s

Math 287

Math Advertising Food Retail 287

Calculated Risk

FEBRUARY 17, 2023

From CoStar: STR: US Hotel Rates Maintain Strength in First Full Week of February U.S. hotel performance increased from the previous week, according to STR‘s latest data through Feb. 11. Feb. 5-11, 2023 (percentage change from comparable week in 2019*): • Occupancy: 57.8% (-8.7%) • Average daily rate (ADR): $150.97 (+13.4%) • Revenue per available room (RevPAR): $87.21 (+3.6%) *Due to the pandemic impact, STR is measuring recovery against comparable time periods from 2019.

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Wealth Management

FEBRUARY 17, 2023

The chief marketing officer of Docupace details what to look for when introducing new technology to a business to fill gaps in productivity.

Marketing 279

Marketing Marketing 279

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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

Clients

Nerd's Eye View

FEBRUARY 17, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC is proposing to expand the adviser custody rule beyond securities and funds to cover all assets in a client’s portfolio, including private securities, real estate, derivatives, and cryptoassets.

Financial Planner 246

Financial Planner Fiduciary Duty Retirement Planning Compliance 246

Wealth Management

FEBRUARY 17, 2023

The RIA space was on fire this week—eight acquisitions were announced, along with three newly created roles, one rebranding and a new head of NAPFA.

Wealth Advisor 278

Wealth Advisor Taxes 278

Wealth Management

FEBRUARY 17, 2023

Jeff Steiner and Tim Durbin join the growing RIA focused on providing expanded private banking services in a fiduciary setting.

Wealth Management 264

Wealth Management Banking Management 264

Calculated Risk

FEBRUARY 17, 2023

From BofA: On net,this week’s data initiated our 1Q US GDP tracking estimate at 1.5% q/q saar , somewat above our official forecast of 1.0%. The data also reduced our 4Q US GDP tracking estimate from 3.2% q/q saar to 2.9%. [Feb 17th estimate] emphasis added From Goldman: We left our Q1 GDP tracking estimate unchanged at +1.4% (qoq ar) and our domestic final sales forecast unchanged at +1.9%.

Sales 211

Sales Investing Investments 211

Wealth Management

FEBRUARY 17, 2023

Thursday, March 16, 2023 | 2:00 PM ET

Investing 264

Investing Investments Marketing Marketing 264

The Big Picture

FEBRUARY 17, 2023

 ` The Ritholtz Wealth Management crew is coming to Chicago! During the week of March 6th, we are seeing prospective clients and advisors in the Chicago area! Come chat with Josh Brown, Mike Batnick, Ben Carlson, Bill Sweet, Kris Venne, Tadas Viskanta, and three of our Chicago area advisors. Spots are limited, so if you want in, please contact us ASAP.

Wealth Management 159

Wealth Management Financial Planning Taxes Assets 159

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.

Management

Wealth Management

FEBRUARY 17, 2023

Periods of uncertainty are not times to reclaim decision-making responsibilities that have been delegated, become too reliant on consensus or over-innovate.

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264

Calculated Risk

FEBRUARY 17, 2023

Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in January A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.18 million in January , up 4.0% from December’s preliminary pace and down 35.6% from last January’s seasonally adjuste

Sales 130

Sales Marketing Marketing 130

Wealth Management

FEBRUARY 17, 2023

Here are the hedge fund winners and losers of 2022.

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The Reformed Broker

FEBRUARY 17, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jay Woods, Dan Russo, and Downtown Josh Brown discuss the New York Stock Exchange, technical analysis, the Dow Jones Transportation Average, Bitcoin, recession calls, stock/bond correlation, what drives Elon Musk, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

Transportation 130

Transportation Marketing Marketing 130

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.

Numbers

Wealth Management

FEBRUARY 17, 2023

Sometimes clients can be their own worst enemies.

Clients 246

Clients Planning 246

Alpha Architect

FEBRUARY 17, 2023

Wide divergences between the valuations of cheap stocks relative to expensive stocks have preceded significant outperformance for value over the subsequent decade, as shown in this figure. <strong>It’s Always Darkest Just Before Dawn</strong> was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Valuation 109

Valuation Investing Investments 109

Wealth Management

FEBRUARY 17, 2023

The popular consumer bank has been raising the interest paid on its popular accounts as the yield on 10-year Treasuries surges.

Banking 246

Banking Accounting 246

Advisor Perspectives

FEBRUARY 17, 2023

The latest Conference Board Leading Economic Index (LEI) for January was down 0.3% from the December's final figure of 110.6, marking the 10th consecutive MoM decline. Today's reading was consistent with the Investing.com forecast.

Economics 105

Economics 105

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.

Accounting

Wealth Management

FEBRUARY 17, 2023

The SEC says Pierce failed to disclose that he was paid more than $244,000 to promote the EMAX token, offered by EthereumMax, on Twitter.

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Advisor Perspectives

FEBRUARY 17, 2023

There are several ways to include philanthropic giving in your estate plan. Here are five common options.

Estate Planning 105

Estate Planning Planning 105

Wealth Management

FEBRUARY 17, 2023

Wednesday, March 15, 2023 | 1:00 PM ET

Compliance 203

Compliance Management 203

MarketWatch

FEBRUARY 17, 2023

U.S. stocks opened lower Friday, as investors continue to weigh what stronger-than-expected inflation data from earlier this week will mean for the Federal Reserve’s future path of interest rate hikes. The Dow Jones Industrial Average was down 0.4% soon after the opening bell, while the S&P 500 fell 0.5% and the Nasdaq Composite dropped 0.7%, according to FactSet data, at last check.

Banking 98

Banking Economy Economics Marketing 98

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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.

Accounting

Wealth Management

FEBRUARY 17, 2023

The safest investment in the world is paying more than anytime since 2007. But you’re still going to lose money unless there’s a historic slowdown in inflation.

Investing 130

Investing Investments 130

MarketWatch

FEBRUARY 17, 2023

Tesla Inc. TSLA is considering buying Canadian miner Sigma Lithium Corp. CA:SGML, Bloomberg News reported late Friday, citing people familiar with the talks. Tesla has been talking with advisers about a potential bid, and Sigma Lithium is one of “multiple mining options” being explored, the report said. Lithium is a key metal in the making of electric-vehicle batteries, and last month General Motors Co.GM announced a $650 million investment in miner Lithium Americas Corp.

Investing 98

Investing Investments Marketing Marketing 98

Advisor Perspectives

FEBRUARY 17, 2023

I've updated this series to include the January release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $48,183, down 7.9% from 50-plus years ago. Hourly earnings are below their all-time high after adjusting for inflation.

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98

MarketWatch

FEBRUARY 17, 2023

A previous version of this article gave an incorrect amount for the company’s previous dividend. It has been corrected. Harley-Davidson Inc. HOG late Friday said its board has authorized a dividend of 16.50 cents a share for the first quarter, from 15.75 cents a share. The dividend is payable March 20 to shareholders of record as of March 3. Shares of Harley-Davidson were flat in the extended session Friday after ending the regular trading day up 1.4%.

Marketing 97

Marketing Marketing 97

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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?

Sales

Advisor Perspectives

FEBRUARY 17, 2023

Here are some places where the genuinely rich keep their money.

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81

MarketWatch

FEBRUARY 17, 2023

Vince McMahon wants up to $9 billion for World Wrestling Entertainment Inc. WWE , the media company he ran for decades and returned to this year to sell, according to a Bloomberg report, citing people familiar with the matter. The company has received offers, the report said. WWE declined comment. Among the list of potential buyers includes Endeavor Group Holdings Inc., owner of Ultimate Fighting Championship.

Media 75

Media Marketing Marketing 75

Good Financial Cents

FEBRUARY 17, 2023

The apps are broken down into the following categories: Investment apps Gig Economy apps Ecommerce apps Sharing Economy apps Get-Paid-To (GPT) apps I’ve also included user ratings on each app from Android users on Google Play and iOS users on The App Store so you can get a general idea of how successful each one can be. With that in mind, let’s get to the apps so you can start making extra cash right away.

Accounting 69

Accounting eCommerce Investing Investments 69

MarketWatch

FEBRUARY 17, 2023

Shares of Deere & Co. DE bounced 3.0% in premarket trading Friday, after the maker of agriculture, construction and forestry equipment reported fiscal first-quarter profit and revenue that beat expectations by wide margins, with all segments seeing both higher shipment volumes and higher pricing. Net income for the quarter to Jan. 29 more than doubled, to $1.96 billion, or $6.55 a share, from $903 million, or $2.92 a share, in the year-ago period.

Sales 75

Sales Marketing Marketing 75

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Accounting