Wealth Management
DECEMBER 15, 2022
There’s so much institutional capital in the market, even problematic office assets can find buyers, albeit at a discount, notes CREXi COO.
The Big Picture
DECEMBER 15, 2022
My morning train WFH reads: • Why You Should Enable Apple’s New Security Feature in iOS 16.2 Right Now : Apple just rolled out iOS 16.2, a software update that includes a key new feature called Advanced Data Protection for iCloud. That means you can finally enable end-to-end encryption for your iCloud backups so no one but you—not even Apple—can access your iCloud data. ( New York Times ). • The FUD Behind the Crypto Collapse : Sam Bankman-Fried and Binance’s Changpeng Zhao were ostensible partn
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Wealth Management
DECEMBER 15, 2022
Increasingly, dynamic, high-growth companies are staying private, closing off significant options for workplace retirement savers. But putting a traditional PE fund inside a 401(k) plan would bring more problems than it solves.
Calculated Risk
DECEMBER 15, 2022
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Dec 10, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory growth held steady with for-sale homes up 55% above one year ago.
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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
Wealth Management
DECEMBER 15, 2022
Competition is fierce, so every impression matters.
The Reformed Broker
DECEMBER 15, 2022
A few weeks back I sat down with Bank of America’s quantitative and equity strategist Savita Subramanian and fellow financial advisor Georgia Lee Hussey to talk about how investors can protect themselves and find opportunity in 2023. There’s definitely a cloud hanging over the year to come – we’ve never seen a steeper or faster rate hiking cycle in the last half century and a lot of trends that mad.
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Calculated Risk
DECEMBER 15, 2022
The DOL reported : In the week ending December 10, the advance figure for seasonally adjusted initial claims was 211,000 , a decrease of 20,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 230,000 to 231,000. The 4-week moving average was 227,250, a decrease of 3,000 from the previous week's revised average.
Wealth Management
DECEMBER 15, 2022
Lessons learned from a female in finance who figured out how to do it all.
Calculated Risk
DECEMBER 15, 2022
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in November A brief excerpt: First, a few excerpts from the Austin Board of Realtors® November release: For the first time since February 2019, median home prices in the Austin-Round Rock MSA experienced a 0% year over year increase , according to the Austin Board of REALTORS® November 2022 Central Texas Housing Market Report. … housing inventory almost quadrupled to 3.1 months of inventory year over year for
Wealth Management
DECEMBER 15, 2022
A little attention can pay off big time.
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.
Abnormal Returns
DECEMBER 15, 2022
Finance Why Robinhood ($HOOD) is offering IRA accounts to its customers. (riabiz.com) HSBC has announced it will stop financing new oil and gas fields. (bbc.com) Elon Elon Musk sold another big batch of Tesla ($TSLA) shares. (wsj.com) While SpaceX shares hold their value. (axios.com) Funds Blackrock's ($BLK) iShares is set to best Vanguard when it comes to 2022 fund flows.
Wealth Management
DECEMBER 15, 2022
The author, founder and CEO of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a self-sustaining business, designed for scale, succession, and to be attractive to acquirers.
Calculated Risk
DECEMBER 15, 2022
On a monthly basis, retail sales were up 0.6% from October to November (seasonally adjusted), and sales were up 6.5 percent from November 2021. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for November 2022, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $689.4 billion, down 0.6 percent from the previous month , but up 6.5 percent above November 2021.
Wealth Management
DECEMBER 15, 2022
The president of RFG Advisory discusses how the market's volatility could be a once-in-a-lifetime opportunity for advisors to connect with new clients.
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.
Calculated Risk
DECEMBER 15, 2022
From CoStar: STR: Weekly US Hotel Occupancy Nears 60% as Industry Continues To Drive Rate U.S. hotel performance came in higher than the previous week and showed improved comparisons to 2019, according to STR‘s latest data through Dec. 10. Dec. 4-10, 2022 (percentage change from comparable week in 2019*): • Occupancy: 59.6% (-1.2%) • Average daily rate (ADR): $144.79 (+15.4%) • Revenue per available room (RevPAR): $86.29 (+14.0%) *Due to the pandemic impact, STR is measuring recovery against com
Wealth Management
DECEMBER 15, 2022
Investment News looks at the difficulty of valuing non-traded REITs. Colliers published its latest seaport outlook report. These are among today’s must reads from around the commercial real estate industry.
The Big Picture
DECEMBER 15, 2022
Last year, I interviewed Peter Lynch of Fidelity at the MIT Sloan Conference. I also met George Noble , who worked with Peter for many years. He runs a fun trading group on Twitter — and had me be guest on it this week. Strap yourself for in for a fun ride with a bunch of traders. NO BULL – Market Talk with George Noble. Please consider donating to World Central Kitchen : .
Wealth Management
DECEMBER 15, 2022
A running list of where finance jobs are being eliminated as revenue tumbles and warnings intensify that the economy is headed for a slump.
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.
The Reformed Broker
DECEMBER 15, 2022
Final Trades: CMS Energy, Mativ & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
DECEMBER 15, 2022
Lessons learned from a female in finance who figured out how to do it all.
Calculated Risk
DECEMBER 15, 2022
Note: The Cleveland Fed release was delayed this month. The Cleveland Fed released the median CPI and the trimmed-mean CPI: According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.5% in November. The 16% trimmed-mean Consumer Price Index increased 0.2% in November. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI
Wealth Management
DECEMBER 15, 2022
This is Pontegadea’s second acquisition of premium residential real estate in the US, after agreeing to buy a New York building earlier this year. Traditionally, the firm focused on high-end office buildings and retail sites.
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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
DECEMBER 15, 2022
Books A Q&A with Joanna L. Cea, co-author of "Beloved Economies: Transforming How We Work." (annehelen.substack.com) A Q&A with Danield Pink author of "The Power of Regret: How Looking Backward Moves Us Forward." (behavioralscientist.org) Business The FTC has bigger fish to fry than the Microsoft ($MSFT) deal for Activision Blizzard ($ATVI).
Wealth Management
DECEMBER 15, 2022
Real estate has historically been a preferred asset class because of its tremendous capabilities to build wealth. But there's more to consider to meet your goals.
Nerd's Eye View
DECEMBER 15, 2022
For the better part of a decade, the financial services industry has anticipated the coming of fee compression, mainly due to the rise of robo-advisors offering low-cost automated wealth management services. Yet even though fee compression has not been fully realized to the extent the industry has generally expected, lower cost robo-advisor services have still compelled financial advisors to maintain relatively low fees.
Wealth Management
DECEMBER 15, 2022
Former Entreda CEO Sid Yenamandra has co-founded a venture studio to drive data governance and compliance tech innovation and help startups in the field reach market more efficiently.
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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?
Advisor Perspectives
DECEMBER 15, 2022
The financial foghorn is blowing. Historical odds greatly favor a recession, stock market drawdown, and a much lower Fed funds rate.
Wealth Management
DECEMBER 15, 2022
This year’s inflows to muni ETFs are double the average of the last three years, bringing overall holdings to $105 billion.
Advisor Perspectives
DECEMBER 15, 2022
November's ZHVI came in at $357,544, up 0.14% from the previous month and up 12.3% YoY. After adjusting for inflation, the real figures are -0.53% MoM and 4.81% YoY.
Wealth Management
DECEMBER 15, 2022
Knowing which type resonates best with you can help align your investing to your personality and lifestyle preferences.
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