Calculated Risk
NOVEMBER 23, 2022
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 2.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending November 18, 2022. Last week’s results include an adjustment for the observance of Veterans Day.
Wealth Management
NOVEMBER 23, 2022
Wednesday, December 14, 2022 | 2:00 PM ET
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Calculated Risk
NOVEMBER 23, 2022
From BofA: On net, today's data pushed up our 4Q US GDP tracking from 1.4% q/q saar to 1.8% q/q saar and left our 3Q US GDP tracking unchanged at 3.0% q/q saar. [Nov 23rd estimate] emphasis added From Goldman: We boosted our Q4 GDP tracking estimate by 0.5pp to +1.5% (qoq ar). [Nov 23rd estimate] And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of 2022 is 4.3 percent on November 23, up from 4.2 percent on Novem
Wealth Management
NOVEMBER 23, 2022
How many times did you proactively ask a social contact to have a business conversation with you?
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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
The Big Picture
NOVEMBER 23, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, discusses crypto contagion and the volatile price swings in bitcoin. Yield Hogs Are Always Problematic. ?. ? ?. Source: Bloomberg. The post 15% Yield Was Never Credible appeared first on The Big Picture.
Wealth Management
NOVEMBER 23, 2022
A review of the varying approaches taken in directing fiduciaries.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 23, 2022
From inquisitive prospects to well-informed buyers.
Nerd's Eye View
NOVEMBER 23, 2022
Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings. But alongside those advantages, there are some specific rules and regulations that are unique to solo 401(k) plans, which can add to the complexity of setting up and maintaining a plan.
Wealth Management
NOVEMBER 23, 2022
Legal editor Anna Sulkin discusses this month's cover.
Abnormal Returns
NOVEMBER 23, 2022
Strategy The normalization of interest rates is going to change how people invest. (blairbellecurve.com) Why investors overreact to recent fund performance. (behaviouralinvestment.com) Why wealthy investor don't invest aggressively enough. (ft.com) Succession Bob Iger messed up succession at Disney ($DIS). Now he has a chance to fix it. (vox.com) Why Jack Welch regrets name Jeff Immelt his successor at GE ($GE).
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
NOVEMBER 23, 2022
His acceptance speech highlighted importance of multi-disciplinary collaboration and diversity.
Calculated Risk
NOVEMBER 23, 2022
The DOL reported : In the week ending November 19, the advance figure for seasonally adjusted initial claims was 240,000 , an increase of 17,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 222,000 to 223,000. The 4-week moving average was 226,750, an increase of 5,500 from the previous week's revised average.
Wealth Management
NOVEMBER 23, 2022
Moving beyond the comfort zone into the stretch zone.
Calculated Risk
NOVEMBER 23, 2022
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Increased in October; Completed Inventory Increased Brief excerpt: The next graph shows the months of supply by stage of construction. “Months of supply” is inventory at each stage, divided by the sales rate. There are 1.2 months of completed supply (red line). This is getting close to the normal level.
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
NOVEMBER 23, 2022
From books on leadership and conflict management to a novel about finance, WealthManagement.com presents the best books of 2022 for financial advisors.
Calculated Risk
NOVEMBER 23, 2022
The Census Bureau reports New Home Sales in October were at a seasonally adjusted annual rate (SAAR) of 632 thousand. The previous two months were revised down. Sales of new single?family houses in October 2022 were at a seasonally adjusted annual rate of 632,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
Wealth Management
NOVEMBER 23, 2022
Global X's CIO discusses the current markets, near term industry trends and some opportunities for investors in the ETF marketplace.
Mish Talk
NOVEMBER 23, 2022
New Home Sales data from the Census Department, chart by Mish. Last month I noted huge new sales negative revisions for the August. This month the Census Department reports negative revisions for September. If the pattern holds, there will be negative revisions next month too. Please consider the New Residential Construction Report for October. New Home Sales Sales of new single?
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
NOVEMBER 23, 2022
New York has become one of the biggest crypto-mining hubs after China banned crypto mining last May.
The Big Picture
NOVEMBER 23, 2022
My mid-week morning train WFH reads: • Eight key takeaways from 20 years of SPIVA data : Most active managers underperform most of the time. This conclusion originally came from examining U.S. mutual fund performance net of fees. Gross of fees, most active managers underperform most of the time. Most institutional managers underperform most of the time.
Wealth Management
NOVEMBER 23, 2022
These funds took in the most money over the past 30 days.
Abnormal Returns
NOVEMBER 23, 2022
Avoiding ruin Building wealth means avoiding ruin. (dariusforoux.com) Don't borrow money to invest. (abnormalreturns.com) Investing Successful investing is boring. (onveston.substack.com) Why 'Is now a good time to invest?' is the wrong question. (monevator.com) You can't invest if you don't save. (awealthofcommonsense.com) Why active management fails.
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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
NOVEMBER 23, 2022
“A lawsuit against celebrities will generate a ton of money, because they will all settle.
Trade Brains
NOVEMBER 23, 2022
Penny Stocks Under Rs 5: Investors run after penny stocks because of the prospects of earning multi-bagger returns. Penny stocks are high-risk/reward bets that can go in any direction pretty quickly. While the old adage of avoiding penny stocks still holds true, we have compiled a list of top penny stocks under Rs 5 below if you still want to go big or go home. .
Wealth Management
NOVEMBER 23, 2022
Felix B. Chang, professor, University of Cincinnati College of Law in Cincinnati.
Random Roger's Retirement Planning
NOVEMBER 23, 2022
They did it! They really did it! Back in July we took a quick look at a filing of new ETFs branded YieldMax which simplistically are single stock ETFs that track a stock combined with a covered call. A little more specifically they don't own the stock they create a synthetic long exposure by selling a put and buying a call (Google synthetics to learn more).
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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
NOVEMBER 23, 2022
Victoria J. Haneman, professor, Creighton University School of Law in Omaha, Neb.
Advisor Perspectives
NOVEMBER 23, 2022
Is a “hard landing” coming, economically speaking, as the Fed continues its most aggressive rate hike campaign in 40 years?
Wealth Management
NOVEMBER 23, 2022
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.
Advisor Perspectives
NOVEMBER 23, 2022
The November Final Report came in at 56.8, down 3.1 (5.2%) from the October Final. Investing.com had forecast 55.0. Since its beginning in 1978, consumer sentiment is 34 percent below the average reading (arithmetic mean) and 33 percent below the geometric mean.
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