The Big Picture
JULY 27, 2022
Today is Fed day, when we get the 75 bps increase that dramatically increases the odds of a recession. The main storyline is inflation, but the overlooked subplot here is Wages. I have detailed over the past decade or so the lagging nature of wages in America — deflationary in economic terms — and how that had begun to change in the late 2010s pre-pandemic.
Wealth Management
JULY 27, 2022
Oil, gas and energy ETFs posted the best returns over the past year.
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Nerd's Eye View
JULY 27, 2022
Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs. Further, one of the most important qualitative ways an advisor can add value to clients is by helping them identify and select meaningful goals.
Wealth Management
JULY 27, 2022
Who will help make critical financial and health decisions?
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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
JULY 27, 2022
Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs. Further, one of the most important qualitative ways an advisor can add value to clients is by helping them identify and select meaningful goals.
Wealth Management
JULY 27, 2022
According to a recent study, the more a personality corresponds to these characteristics, the wealthier the entrepreneur.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 27, 2022
The company says the technology now brings “artificial intelligence” to all aspects of advisor marketing.
Calculated Risk
JULY 27, 2022
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.8 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending July 22, 2022. The Refinance Index decreased 4 percent from the previous week and was 83 percent lower than the same week one year ago.
Wealth Management
JULY 27, 2022
Hotel occupancy rates are up, but companies are struggling to staff up to meet demand, reports The Wall Street Journal. REITs are preparing for new climate reporting guidelines in the advance of the SEC finalizing new rules. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
JULY 27, 2022
From the NAR: Pending Home Sales Fell 8.6% in June Pending home sales decreased in June, following a slight increase in May, according to the National Association of REALTORS®. All four major regions posted month-over-month and year-over-year pullbacks, the largest of which occurred in the West. The Pending Home Sales Index (PHSI), a forward-looking indicator of home sales based on contract signings, dipped 8.6% to 91.0 in June.
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
JULY 27, 2022
As the larger tech sector has experienced a valuation reset, venture capital investors in proptech are taking a much more careful stance, wanting to see a clear path to profits.
Calculated Risk
JULY 27, 2022
Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Recent indicators of spending and production have softened. Nonetheless, job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains elevated, reflecting supply and demand imbalances related to the pandemic, higher food and energy prices, and broader price pressures.
Wealth Management
JULY 27, 2022
An application process designed to move along applications for tax exempt status has turned into a free-for-all.
The Reformed Broker
JULY 27, 2022
Meta misses on top and bottom from CNBC. The post Clips From Today’s Closing Bel appeared first on The Reformed Broker.
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
JULY 27, 2022
The firm is giving the business-building tools away for free to all advisors, with an eye toward building client communities around the platform.
Abnormal Returns
JULY 27, 2022
Markets When the risk-free rises, a lot of calculations change. (fortunesandfrictions.com) Putting your investment losses into perspective. (allstarcharts.com) Technology Mark Zuckerberg has put Facebook ($META) employees on notice. (theverge.com) The semiconductor shortage is easing, but it is not across-the-board. (wired.com) Twitter ($TWTR) is cutting back its office space.
Wealth Management
JULY 27, 2022
Financial advisers share the biggest mistakes and best money moves they made in past downturns.
Abnormal Returns
JULY 27, 2022
HNW Money lessons learned from the Vanderbilts. (humbledollar.com) Why wealthy investors love real estate so much. (klementoninvesting.substack.com) Securities-based lending continues to grow despite of a bear market. (wsj.com) Real estate Home renovations are not a great investment. (awealthofcommonsense.com) A new options for retirees looking to age in place.
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
JULY 27, 2022
Open, honest and candid discussions about the latest news in the RPA industry.
The Irrelevant Investor
JULY 27, 2022
Today’s Animal Spirits is brought to you by Nasdaq and Composer: See here for Nasdaq’s research on the shifting profile of retail investors. See here for more info on Composers’ rules-based strategies On today’s show we discuss: Rich people keep spending money The upper-middle class is getting squeezed What is a recession? Walmart issues a profit warning Home price growth slowed for the secon.
Wealth Management
JULY 27, 2022
ERShares' Dr. Joel Shulman discusses ETF investment options for the modern investor.
Trade Brains
JULY 27, 2022
Tata Communications Vs Tata Teleservices: The Tata Group is one of the oldest and most prestigious business groups in India. It is a value-based corporation, a visionary, a pioneer and a leader since 1868. Jamsetji Tata set up a trading firm in 1868. Today, the operating companies of the group lead the nation in ten business verticals. The group has 29 publicly listed companies.
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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
JULY 27, 2022
The company will buy the James R. Thompson Center, a 17-story building that occupies a full city block in the central Loop district and was designed in the early 1980s by architect Helmut Jahn. The deal is valued at $105 million, before renovation.
A Wealth of Common Sense
JULY 27, 2022
Today’s Animal Spirits is brought to you by Nasdaq and Composer: See here for Nasdaq’s research on the shifting profile of retail investors. See here for more info on Composers’ rules-based strategies On today’s show we discuss: Rich people keep spending money The upper-middle class is getting squeezed What is a recession? Walmart issues a profit warning Home price growth slowed for the secon.
Wealth Management
JULY 27, 2022
Twitter will significantly decrease its corporate presence in San Francisco and is considering plans to shutter several other offices once leases expire.
MazumaBusinessAccounting
JULY 27, 2022
Running a small business has its pros and cons. It can be incredibly freeing to be your own boss, but doing your own self-employment taxes? That can be intimidating. All businesses need to pay annual taxes. If your small business expects to owe more than $1,000 in federal taxes, you’ll also need to pay quarterly taxes. There are several ways to calculate how much (and when) you need to pay.
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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
JULY 27, 2022
A review of all 561 SEC final orders revealed a program operating in secrecy far beyond its legislative mandate to protect whistleblowers’ identities.
Carson Wealth
JULY 27, 2022
By Scott Kubie, Senior Investment Strategist . . The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years. And while the economy isn’t going to just turn on a dime and recover overnight, there is hope for a better second half of the year.
Covisum
JULY 27, 2022
If you haven't already, it's essential to take the time to familiarize yourself with the latest Social Security Trustees report. The solvency issues are a significant concern for people on the cusp of retirement today since the depletion date outlined in the report, 2034, is well within their life expectancy. As you're discussing Social Security benefits and how they fit in the context of the retirement strategy , it's important to note that the Social Security trust fund is scheduled to run out
MainStreet Financial Planning
JULY 27, 2022
A few years ago, my family decided to adopt two new kittens. We have always had cats in our family. They usually live relatively long lives, but ultimately, they seem to come down with either Thyroid issues, Diabetes or Cancer. Most of these can be managed with medicine and prolong your pet’s life if you are willing to foot the bill. So, when we adopted the kittens, I decided to research pet insurance to see if it would be the right fit for our needs.
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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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