Calculated Risk
APRIL 13, 2023
Nine years ago, I wrote: Census Bureau: Largest 5-year Population Cohort is now the "20 to 24" Age Group. Earliler the Census Bureau released the population estimates for July 2022 by age, and I've updated the table from the previous post. The table below shows the top 10 cohorts by size for 2010, 2022 (released recently), and the most recent Census Bureau projections for 2030.
Wealth Management
APRIL 13, 2023
Financial Times lays out the case for why the extent of the likely troubles in the commercial real estate sector is exaggerated. Shadow lenders are getting ready to fill the debt gap left by banks and CMBS shops, according to Bloomberg. These are among today’s must reads from around the commercial real estate industry.
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The Big Picture
APRIL 13, 2023
Some encouraging news about people saving for retirement: A study by Vanguard Group found that “Automatic enrollment and the rise of target-date funds” are having a substantial and positive impact on retirement savers, in particular, on Millennials and Generation Z investors. They have seen a significant uptick in overall participation rate, which has increased from 62% in 2006 to 82% in 2021.
Wealth Management
APRIL 13, 2023
As cap rates in the sector expand, patient capital gets ready to take advantage.
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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
Calculated Risk
APRIL 13, 2023
Today, in the Calculated Risk Real Estate Newsletter: Current State of the Housing Market; Overview for mid-April A brief excerpt: The following graph from MortgageNewsDaily.com shows mortgage rates since January 1, 2020. 30-year mortgage rates were at 6.42% on April 12th, up from 6.0% in early February, and down from the recent high of over 7% in early March - and still up sharply year-over-year.
Wealth Management
APRIL 13, 2023
Atlanta-based Christopher Burns went missing in September 2020 while being investigated by the SEC for allegedly defrauding dozens of clients, and he remains on the run.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
APRIL 13, 2023
The private market investment group's advisory council includes well-known figures like Luminary CEO David Barnard, Ritholtz Wealth Management's Michael Batnick and AdvicePeriod CEO Steve Lockshin.
Calculated Risk
APRIL 13, 2023
The DOL reported : In the week ending April 8, the advance figure for seasonally adjusted initial claims was 239,000, an increase of 11,000 from the previous week's unrevised level of 228,000. This is the highest level for initial claims since January 15, 2022 when it was 251,000. The 4-week moving average was 240,000, an increase of 2,250 from the previous week's unrevised average of 237,750.
Wealth Management
APRIL 13, 2023
Higher interest rates amplify the advantages of this approach.
The Reformed Broker
APRIL 13, 2023
Final Trades: Biotech, Defense, Thermo Fisher & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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
APRIL 13, 2023
Think about diversification.
Calculated Risk
APRIL 13, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Froday: • At 8:30 AM ET, Retail sales for March is scheduled to be released. The consensus is for a 0.4% decrease in retail sales. • At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for March. The consensus is for a 0.2% increase in Industrial Production, and for Capacity Utilization to decrease to 79.0%. • At 10:00 AM, University of Michigan's Consumer sentiment index (Preliminary
Wealth Management
APRIL 13, 2023
Investors care more about the quality of the advice and relationship with their advisor than portfolio returns, a recent Morningstar survey found.
Calculated Risk
APRIL 13, 2023
From CoStar: STR: Easter, Passover Calendar Shift Lead To Lower US Hotel Performance Affected by both the Easter and Passover calendar shift, U.S. hotel performance reflected lower year-over-year comparisons from the previous week, according to STR‘s latest data through April 8. April 2-8, 2023 (percentage change from comparable week in 2022): • Occupancy: 61.3% (-7.4%) • Average daily rate (ADR): $153.30 (+0.8%) • Revenue per available room (RevPAR): $94.00 (-6.7%) emphasis added The following
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
APRIL 13, 2023
Mindy Diamond and Louis Diamond discuss the impact of the banking crisis on advisor movement, their clients, and the wealth management industry at large.
The Irrelevant Investor
APRIL 13, 2023
Luck is an important ingredient in success. I was thinking about this today while listening to Danny Meyer with Tim Ferris. Meyer was talking about all of the different things that had to happen to get him to where he is today. The funny thing about success is you never know which moment in time will shape the rest of your life. People love to talk about their bad luck. “Watch.
Wealth Management
APRIL 13, 2023
Financial Times lays out the case for why the extent of the likely troubles in the commercial real estate sector is exaggerated. Shadow lenders are getting ready to fill the debt gap left by banks and CMBS shops, according to Bloomberg. These are among today’s must reads from around the commercial real estate industry.
A Wealth of Common Sense
APRIL 13, 2023
A reader asks: I’m a 30 year old living in Brooklyn making $175/year. I’m currently maxing out my 401k, Roth IRA, and have roughly $45k in a taxable brokerage account. Via my company’s ESOP, my company’s stock has become 20% of my brokerage account even after selling a good chunk steadily over the past several years. This year I received an RSU grant that will begin vesting in 2023.
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
APRIL 13, 2023
The $240 million loan was for a building at 600 California St. that is owned by funds managed by a venture formed by WeWork and Rhone in 2019 to buy and oversee real estate. The property, which includes a WeWork coworking space as an anchor tenant, is located in San Francisco’s Financial District.
Clever Girl Finance
APRIL 13, 2023
When you're trying to save money, it can feel like you have to put your life on hold. But just because you're tightening the purse strings doesn't mean you have to cut into your social life. Actually, you can still enjoy days out with the girls, even when you're on a tight budget. There are many things you can do that are inexpensive (or even free!) to spend a fun day out with your girlfriends.
Wealth Management
APRIL 13, 2023
Mack led Wells Fargo Advisors from 2014 until mid-2016.
MarketWatch
APRIL 13, 2023
U.S. stock indexes extended the gains in the final hour of trade Thursday as a moderation in wholesale inflation and a jump in weekly jobless claims support the idea that the economy is gradually weakening, while the Federal Reserve may be approaching the end of its tightening cycle. The S&P 500 advanced 1.4% and headed for its best close since February 7, according to Dow Jones Market Data.
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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
APRIL 13, 2023
The four who registered with Cynosure this week join a growing number of SVB advisors who have departed the beleaguered bank.
Million Dollar Round Table (MDRT)
APRIL 13, 2023
By Matt Pais, MDRT Content Specialist Your clients may know what they want to achieve, but how strongly do they go after it? In his 2012 Top of the Table presentation “Life’s lessons lead to life’s questions,” 43-year MDRT member Walter F. Putnam, CFP, CLU , recommended uncovering the three biggest issues clients need to address before they can take action on their goals.
Wealth Management
APRIL 13, 2023
The Carlyle Infrastructure Credit Fund II is set to invest in the senior and junior debt pieces of directly originated financings for projects primarily in energy transition opportunities. That includes sectors such as renewable energy, digital infrastructure and social infrastructure, said the people, who declined to be identified as the details are private.
NAIFA Advisor Today
APRIL 13, 2023
More Examples from Our Code of Ethics to Collaboratively Close the Coverage Gap We may be taken aback when we fully realize that NAIFA is seriously working through LL Global to raise the life insurance coverage gap among professionals and their companies regarding life insurance in our country. LIMRA research indicates that 60 million American families lack life insurance or are underinsured.
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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?
Wealth Management
APRIL 13, 2023
Wednesday, May 17, 2023 | 2:00 PM ET
NAIFA Advisor Today
APRIL 13, 2023
We're excited to announce we are now accepting nominations for NAIFA's 2023 Diversity Champion Award. The Diversity Champion Award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession. NAIFA members in good standing are eligible for this prestigious award.
Wealth Management
APRIL 13, 2023
Wednesday, May 17, 2023 | 2:00 PM ET
Trade Brains
APRIL 13, 2023
Top Agriculture Stocks In India: It is a known fact that the agriculture sector is one of the most important industries in the Indian economy. Almost 60% of the country is engaged in agriculture; it contributes almost 20% to the Indian GDP. In this article, we take a look at some of the top agriculture Stocks in India. Keep Reading! Top Agriculture Stocks in India Top Agriculture Stocks in India #1 – UPL Ltd.
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