Calculated Risk
MAY 22, 2023
Altos reports that active single-family inventory was up 0.9% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of May 19th, inventory was at 424 thousand (7-day average), compared to 420 thousand the prior week. Year-to-date, inventory is down 13.6%. And inventory is up 4.6% from the seasonal bottom five weeks ago.
Wealth Management
MAY 22, 2023
In today’s world, advisors can differentiate themselves by delivering value where it’s always been—in the client relationship. The problem is, the industry has created the perfect product market fit for middle-aged white men, says Ellevest’s Sallie Krawcheck.
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The Big Picture
MAY 22, 2023
My back-to-work morning train WFH reads: • Don’t underestimate the American consumer : As we’ve discussed repeatedly, consumer finances have been in remarkably good shape despite what weak sentiment may suggest. And robust demand for labor continues to fuel job creation. All of this represents massive tailwinds powering spending, which has been bolstering economic growth for months. ( TKer ) • Apple Is Reaching Deeper Into Your Pocket.
Wealth Management
MAY 22, 2023
PacWest Bancorp struck a deal to sell a portfolio of $2.6 billion in construction loans to Kennedy-Wilson Holdings, reported Reuters. Equity Commonwealth named a successor to Sam Zell. These are among today’s must reads for real estate investors.
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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
Nerd's Eye View
MAY 22, 2023
Traditionally, financial planning internship programs have offered students who are aspiring financial planners a way to prepare for entering the workforce by gaining real-world experience in advisory firm settings (as well as a way to get their foot in the door with prospective employers). But when the COVID-19 pandemic arrived in 2020, many firms shut their offices and went fully remote, which forced them to either rapidly reconfigure their internship programs or – as was more commonly t
Wealth Management
MAY 22, 2023
Managing the new game requires a more tactical approach.
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Wealth Management
MAY 22, 2023
The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.
Advisor Perspectives
MAY 22, 2023
Risk-averse investors seeking defensive systematic strategies to reduce left-tail risk should broaden their search beyond low volatility/low beta.
Wealth Management
MAY 22, 2023
In a panel during at the WealthStack conference, the head of Lifeworks Advisors argued the products and services rubbed out personalization for the sake of mass production.
Calculated Risk
MAY 22, 2023
From Matthew Graham at Mortgage News Daily: Mortgage Rates Approaching 7% Again [M]ost of the past week saw the average top tier rate at 6.625% or higher for the average lender. And as of today, we're painfully close to 7.0% again. To be fair, we were already close to 7.0% on Friday. Most lenders didn't move much higher since then, and many lenders were already there.
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
MAY 22, 2023
The convergence of wealth and retirement is affecting RPAs who want to provide greater advice to participants with DC plans.
Abnormal Returns
MAY 22, 2023
Podcasts Daniel Crosby talks with Heather Fortner, CEO of SignatureFD. (standarddeviationspod.com) Greg Bartalos talks with Barry Ritholtz about how to create content worth the effort. (barrons.com) Dan Haylett talks with Brian Portnoy about contentment in retirement. (open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management?
Wealth Management
MAY 22, 2023
Possibilities and challenges.
Advisor Perspectives
MAY 22, 2023
Social Security has always been born from political rather than financial necessity. The initial retirement age was not based on life expectancy but rather on the political and social realities of the time.
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
MAY 22, 2023
After 24 years, the company’s founder informed the board he will retire from his leadership position by the end of 2023.
Darrow Wealth Management
MAY 22, 2023
Should you hold cash or invest in the market? Attractive yields on savings and cash-like investments can make it tempting to hold cash instead of investing extra money. On the heels of the worst year ever for bonds and the seventh worst year for stocks , the hesitation is understandable. But before proclaiming cash is king and parking your money in an FDIC insured bank account, consider your time frame and how you plan to use the money.
A Wealth of Common Sense
MAY 22, 2023
Today’s Talk Your Book is presented by GLASfunds: On today’s show, we are joined by Brett Hillard, CIO of GLASfunds to discuss revolutionizing the alternative investment process for advisors. On today’s show, we discuss: The GLASfunds origin story Issues advisors have investing in privates and alts The fund manager due diligence process How the GLASfund fee works for advisors Getting advisors comfortable with.
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
MAY 22, 2023
How advisors can help clients manage their defined contribution accounts to provide a holistic view of their portfolios.
Calculated Risk
MAY 22, 2023
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in April A brief excerpt: California Home Sales Down 36.1% YoY in April, Median Prices Decline 7.8% YoY Here is the press release from the California Association of Realtors® (C.A.R.): Higher mortgage rates and low housing inventory restrain California home sales in April, C.A.R. reports • Existing, single-family home sales totaled 267,880 in April on a seasonally adjusted annualized rate, down 4.7 percent
Wealth Management
MAY 22, 2023
Private equity ownership of insurers faces heightened scrutiny.
Trade Brains
MAY 22, 2023
A Beginner’s guide on how to do fundamental analysis on stocks: Fundamental analysis of a stock is used to determine the financial and business health of a company. It is always recommended to perform a complete fundamental analysis of the stock before investing if you are planning for a long-term investment. If you’re involved in the market, you might also have about the term ‘Technical Analysis’ Well, technical analysis is a good approach to find the entry and exit time
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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
MAY 22, 2023
Planning is more flexible and less challenging.
MarketWatch
MAY 22, 2023
Shares of Tegna Inc. TGNA rose after hours on Monday after the TV-station operator announced a $300 million “accelerated” stock buyback and raised its quarterly dividend by 20% following the termination of a merger deal with the hedge fund Standard General struck last year. Tegna executives also said they were “actively reviewing the return of additional excess capital that accumulated during the pending merger,” which faced a Monday financing deadline and got hung up in the regulatory review pr
Wealth Management
MAY 22, 2023
Planning in the era (or generation) of a mature regime.
XY Planning Network
MAY 22, 2023
From a failed succession plan to wanting more autonomy, freedom, or ROI, there are many reasons to leave your current firm and launch your own independent RIA. But the question is, how do you know when it’s time to actually make that leap and leave your job to pursue entrepreneurship, and how do you ensure a smooth transition along the way? Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to disc
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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
MAY 22, 2023
A strategy for fighting inflation.
MarketWatch
MAY 22, 2023
The Greek Athex Composite GR:GD surged nearly 7% in opening trade on Monday, following the landslide victory of the conservative party led by Prime Minister Kyriakos Mitsotakis. New Democracy was leading the left-leaning Syriza party by over 20 percentage points. The yield on the 10-year Greek government bond BX:TMBMKGR-10Yfell 6 basis points to 3.94%.
Wealth Management
MAY 22, 2023
Checklist for qualified charitable distributions.
MarketWatch
MAY 22, 2023
Canopy Growth Corp. CGCCA:WEED said Monday it has filed a revised proxy statement with the U.S. Securities and Exchange Commission updating its strategy to accelerate entry to the U.S. cannabis industry through a U.S.-domiciled company called Canopy USA LLC. The company has modified the structure of its interest in that company in order to ensure continued compliance with Nasdaq listing rules, it said in a statement.
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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.
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