Wealth Management
FEBRUARY 21, 2023
Demand for long term care is growing and advisors can differentiate themselves and deepen client relationships through modern approaches to long term care planning.
The Big Picture
FEBRUARY 21, 2023
Transcript: Tim Buckley, Vanguard’s CEO The transcript from this week’s, MiB: Tim Buckley, Vanguard’s CEO , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
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Wealth Management
FEBRUARY 21, 2023
The rates on sale-leasebacks are attractive compared to financing terms some middle market companies can get from other sources.
Calculated Risk
FEBRUARY 21, 2023
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.00 million SAAR in January Excerpt: On prices, the NAR reported : The median existing-home price3 for all housing types in January was $359,000, an increase of 1.3% from January 2022 ($354,300), as prices climbed in three out of four U.S. regions while falling in the West.
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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
Wealth Management
FEBRUARY 21, 2023
The CEO of Wealth Enhancement Group discuses how to build a solid foundation for scalable growth.
Calculated Risk
FEBRUARY 21, 2023
Note: This is as of January 31st. From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.64% in January The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 6 basis points from 0.70% of servicers’ portfolio volume in the prior month to 0.64% as of January 31, 2023.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
FEBRUARY 21, 2023
Bloomberg asked investors from around the globe one of the most important questions in all of personal finance: How much is enough to retire comfortably? The results were a tad on the high side: The average number came in somewhere between $3 million and $5 million. One-third of respondents said $3 million while another third said it was closer to $5 million.
Wealth Management
FEBRUARY 21, 2023
Many of these metro areas are able to build so much more housing in part because they’re surrounded by mostly flat land on which developers can easily plunk down new subdivisions.
Calculated Risk
FEBRUARY 21, 2023
Earlier, in the CalculatedRisk Real Estate Newsletter on January existing home sales, NAR: Existing-Home Sales Decreased to 4.00 million SAAR in January , I mentioned that the median price was down more than normal seasonally. Below is a table of the seasonal changes from annual peak to the following January over the last several years (all prices Not Seasonally Adjusted, NSA).
Wealth Management
FEBRUARY 21, 2023
IPE Real Assets looks at how climate change is impacting the value of commercial real estate properties. New York multifamily developers are starting to consider building condos instead of rentals, according to Crain’s New York Business. These are among today’s must reads from around the commercial real estate industry.
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.
Calculated Risk
FEBRUARY 21, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • During the day, The AIA's Architecture Billings Index for January (a leading indicator for commercial real estate).
Wealth Management
FEBRUARY 21, 2023
A plan, a little forethought and a lot of free education have helped James Bogart build an RIA with an organic growth rate 10 times the industry average.
The Reformed Broker
FEBRUARY 21, 2023
Final Trades: General Mills, Nextera Energy, Freeport-McMoRan & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
FEBRUARY 21, 2023
Rajiv Jain claims to be everything that Cathie Wood isn’t.
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.
Calculated Risk
FEBRUARY 21, 2023
CoreLogic: US Annual Rent Price Growth Dropped by Nearly Half in December Rent price gains declined in December for the eighth straight month on an annual basis, but the 6.4% national increase remained higher than pre-pandemic levels. “U.S. single-family rental price growth closed out 2022 at about half of what it was one year ago,” said Molly Boesel, principal economist at CoreLogic. “ However, while rent growth has been slowing, it still rose at more than double the pre-pandemic rate.
Wealth Management
FEBRUARY 21, 2023
The current consolidation wave will accelerate.
Calculated Risk
FEBRUARY 21, 2023
From the NAR: Existing-Home Sales Descended 0.7% in January Existing-home sales fell for the twelfth straight month in January, according to the National Association of Realtors®. Month-over-month sales were mixed among the four major U.S. regions, as the South and West registered increases, while the East and Midwest experienced declines. All regions recorded year-over-year declines.
Wealth Management
FEBRUARY 21, 2023
The bulk of investor demand is likely to skew toward deals with excellent collateral performance and sponsorship.
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.
Abnormal Returns
FEBRUARY 21, 2023
Corporate finance Spinoffs, on average, outperform their parent companies a year out. (marketwatch.com) "Cost of Capital: A Practical Guide to Measuring Opportunity Cost" by Michael Mauboussin and Dan Callahan. (peterlazaroff.com) Quant stuff Why does the mainstream media highlight technical analysis? (mathinvestor.org) If an AI model is a true black box, can investors justify it's use?
Wealth Management
FEBRUARY 21, 2023
High ESG scores lead to both higher equity valuations and lower bond spreads.
Nerd's Eye View
FEBRUARY 21, 2023
Welcome back to the 321st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danqin Fang. Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households. What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new
Wealth Management
FEBRUARY 21, 2023
A dedicated tax practice, proactive staffing strategy and 'shrink-to-grow' philosophy are just a few of the things that set Brandywine Oak apart from its peers.
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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.
Advisor Perspectives
FEBRUARY 21, 2023
Is investing in the stock market akin to gambling?
Wealth Management
FEBRUARY 21, 2023
Xander Snyder, Senior Commercial Real Estate Economist at First America, comes on the podcast to discuss economic trends impacting real estate investment.
Investing Caffeine
FEBRUARY 21, 2023
Upcoming Webinar – February 22nd at 12:00pm PST Volatility has spiked due to changing concerns over inflation, interest rates, recession fears, geopolitics, and other fear-provoking issues, but how can you grow and protect your retirement nest egg? Wade W. Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors that can destroy your portfolio.
Wealth Management
FEBRUARY 21, 2023
WMRE’s first forum of 2023 focused on private real estate, including sessions on multifamily, workforce housing and DSTs.
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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?
WiserAdvisor
FEBRUARY 21, 2023
Financial abuse, frauds, and scams are common in today’s day, and age, and the elderly are the most common victims of these frauds. According to the National Council on Aging, at least one in 10 community-dwelling older adults has witnessed some kind of abuse. The elderly population in the United States is on the rise. In 2018, there were approximately 52.4 million people aged 65 and above in the country.
Wealth Management
FEBRUARY 21, 2023
Yelp analyzed three years of internal data on its own workforce, which is fully remote. It found the share of workers living near its office locations plunged between 2019 and 2022, with its headquarters in San Francisco seeing the most dramatic drop (down 70%), followed by New York, Washington, DC, and Chicago (each down 67%).
MarketWatch
FEBRUARY 21, 2023
S&P Global Ratings downgraded its long- and short-term ratings on Adidas AG XE:ADSDE:ADS1ADDYY on Tuesday to A+/A-1 from A-/A-2, citing deteriorating credit metrics in the wave of the termination of its partnership with Kanye West’s Yeezy. The outlook is negative, meaning the credit agency may downgrade again in the medium term. The Yeezy deal accounted for about 5% of total sales in 2021 and was planned to account for 7% in 2022, the agency said in a statement.
Wealth Management
FEBRUARY 21, 2023
Wednesday, March 22, 2023 | 4:00 PM ET
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