Calculated Risk
JULY 28, 2022
The DOL reported : In the week ending July 23, the advance figure for s easonally adjusted initial claims was 256,000 , a decrease of 5,000 from the previous week's revised level. The previous week's level was revised up by 10,000 from 251,000 to 261,000. The 4-week moving average was 249,250, an increase of 6,250 from the previous week's revised average.
Wealth Management
JULY 28, 2022
The U.S. is the epicenter of the world. It’s also on the leading edge of property management. But is it …?
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Calculated Risk
JULY 28, 2022
Note: The second graph - residential investment as a percent of GDP - is useful in predicting a Fed induced recession. RI as a percent of GDP usually turns down well in advance of a recession. This will be something to watch. Earlier from the BEA: Gross Domestic Product, Second Quarter 2022 (Advance Estimate) Real gross domestic product (GDP) decreased at an annual rate of 0.9 percent in the second quarter of 2022, according to the "advance" estimate released by the Bureau of Economic Analysis.
Wealth Management
JULY 28, 2022
Despite repricing taking place in the sector, overall fundamentals remain healthy with leasing for the 2022-23 academic year at healthy levels.
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Calculated Risk
JULY 28, 2022
From the BEA: Gross Domestic Product, Second Quarter 2022 (Advance Estimate) Real gross domestic product (GDP) decreased at an annual rate of 0.9 percent in the second quarter of 2022, according to the "advance" estimate released by the Bureau of Economic Analysis. In the first quarter, real GDP decreased 1.6 percent. The decrease in real GDP reflected decreases in private inventory investment, residential fixed investment, federal government spending, state and local government spending, and no
The Big Picture
JULY 28, 2022
Following a negative GDP print in the first quarter, a strong but inflation-racked economy expanded in the second quarter on a nominal basis, but contracted in real inflation-adjusted terms. BEA reported “Real gross domestic product decreased at an annual rate of 0.9 percent in the second quarter of 2022, following a decrease of 1.6 percent in the first quarter.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Reformed Broker
JULY 28, 2022
It’s been an honor and a pleasure writing, recording and filming for you guys all year. 2022 has been incredibly challenging as an investor, a financial advisor, an investment advisory CEO and a professional market commentator. Tough all around. Like everyone else, I’ve gotten some stuff right and some stuff wrong this year. Based on this week’s reaction to large cap technology company earnings and the F.
Wealth Management
JULY 28, 2022
Tips on creating a process for content creation.
Calculated Risk
JULY 28, 2022
Note: I like using Las Vegas as a measure of recovery for both leisure (visitors) and business (conventions). From the Las Vegas Visitor Authority: May 2022 Las Vegas Visitor Statistics Las Vegas saw another strong month of visitation in June as the destination hosted over 3.3M visitors, about 12% ahead of last June but approx. 8% behind June 2019. With room inventory reflecting the net impacts of the openings of the Virgin Hotel Las Vegas and Resorts World since the middle of last year, overall
Wealth Management
JULY 28, 2022
The CEO and co-founder of Innovator Capital Management discusses pushing boundaries within the ETF market.
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.
Nerd's Eye View
JULY 28, 2022
Financial advisors are often innately inclined to set long-term goals and stay on the course to help their clients achieve their goals, as the advisor understands the bigger picture of having a financial roadmap and its benefits. However, when long-term goals in a financial plan are too rigid, many clients may not be naturally inclined to stick with those goals or even with the financial advisor.
Wealth Management
JULY 28, 2022
The brokerage’s head count dropped a slight 1%, primarily due to Steward Partners moving out of its b/d; the RIA continues to custody assets with Raymond James.
Pragmatic Capitalism
JULY 28, 2022
1) Are we in a recession? 2) The housing downturn is only just beginning. 3) Is the Fed pivoting to easing? .
Wealth Management
JULY 28, 2022
Multi-Housing News at the prospects for the U.S. apartment rental sector. Neiman Marcus outlines its new ‘corporate hubs’ strategy. These are among today’s must reads from around the commercial real estate industry.
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.
A Wealth of Common Sense
JULY 28, 2022
A reader asks: As a long term investor (10-20 year horizon) is it worth selling portions of a stock when it’s up and taking some profits, maybe reinvesting when the price goes down or pocketing the money? Or, is it best to stay “all in” regardless of the ups and downs? There are two different ways to think about this question. One is the Charlie Munger approach.
Wealth Management
JULY 28, 2022
This time, even clients said they have "had enough" of a former broker contacting them to join him at Ameriprise.
Alpha Architect
JULY 28, 2022
What are the consequences of widespread ESG-based portfolio exclusions on the expected returns of firms subject to exclusion? We consider two possible theoretical explanations. 1) Short-term price pressure around the exclusions leading to correction of mispricing going forward. 2) Long term changes in required returns. We use the exclusions of Norwegian Government Pension Fund Global (GPFG -`The Oil Fund') to investigate.
Wealth Management
JULY 28, 2022
Fincadia Group was attracted to Arete Wealth's bespoke alternatives offerings for HNW clients, including a partnership with art investment platform Masterworks.
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.
Calculated Risk
JULY 28, 2022
Today, in the Calculated Risk Real Estate Newsletter: Median vs Repeat Sales Index House Prices Excerpt: Perhaps the timeliest house price report for existing homes is the monthly existing home sales report from the National Association of Realtors® (NAR). Each month the NAR reports the median prices for closed sales. Note: Median prices are distorted by the mix (repeat sales indexes like Case-Shiller and FHFA are probably better for measuring prices).
Wealth Management
JULY 28, 2022
One securities attorney said the $2 million in fines was minimal considering the size of the firms, an indication that the SEC wants the industry to take the issue seriously.
Abnormal Returns
JULY 28, 2022
Books Five insights from Kathryn Judge's new book "Direct: The Rise of the Middleman Economy and the Power of Going to the Source." (nextbigideaclub.com) An excerpt from Paul Pringle’s new nonfiction thriller "Bad City: Peril and Power in the City of Angels." (hollywoodreporter.com) Climate change Climate change denial has been an organized PR effort on behalf of industry.
Wealth Management
JULY 28, 2022
The billionaires’ minimum income tax would require those worth more than $100 million to pay a minimum of 20% on their capital gains each year, regardless of whether they sold assets for a profit or continue to hold them.
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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.
Abnormal Returns
JULY 28, 2022
Markets The 2020s are shaping up as the most volatile decade for the stock market. (politicalcalculations.blogspot.com) Trend following strategies have historically thrived during periods of higher inflation. (ft.com) Strategy Stop chasing for some 'holy grail' investing strategy. (novelinvestor.com) Why you should 'zoom out' when thinking about investing.
Wealth Management
JULY 28, 2022
Five years ago, Phil Fiore and his team left UBS to launch Procyon Partners and since have expanded services and are achieving extraordinary M&A success.
Integrity Financial Planning
JULY 28, 2022
What should you focus on if we face a recession? How should your financial plan be revised over time? Find out on today’s show. Experts on divided on whether or not we are headed for a recession (or are already in one). Financial uncertainty in the market is giving a lot of people a lot of anxiety. How does Brian help his clients cope with this? You’ve got to focus more on your particular situation as opposed to the big picture of the country, the economy, or whatever because you can’t do anythi
Wealth Management
JULY 28, 2022
Wood’s popularity has sparked a global ecosystem of funds attempting to mimic ARK, with 24 exchange-traded products tied to the performance of an ARK strategy.
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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?
NAIFA Advisor Today
JULY 28, 2022
NAIFA CEO Kevin Mayeux, CAE , who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.
Wealth Management
JULY 28, 2022
This time, even clients said they have 'had enough' of a former broker contacting them to join him at Ameriprise.
Million Dollar Round Table (MDRT)
JULY 28, 2022
By Matt Pais, MDRT Content Specialist All advisors have been in a situation when they just can’t get certain prospects to return their calls and address whether they want to do business together. Dharmesh Goel , a 15-year MDRT member from Downers Grove, Illinois, has a solution to this problem: Send them an empty UPS envelope. “What would I do in that kind of situation?
Wealth Management
JULY 28, 2022
The number of riders using the 59th Street stop has been declining for years now. Since 2014, it’s down more than 50 percent. The lockdowns, coupled with the unhurried return of office workers, only served to exacerbate that downturn.
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