Calculated Risk
MAY 20, 2024
Altos reports that active single-family inventory was up 1.7% week-over-week. Inventory is now up 17.0% from the February bottom, and above the maximum for inventory last year! Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of May 17th, inventory was at 578 thousand (7-day average), compared to 568 thousand the prior week.
Wealth Management
MAY 20, 2024
Thoughts about major trends affecting the 401(k) and defined contribution industry and what the future might hold.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Abnormal Returns
MAY 20, 2024
Podcasts Daniel Crosby talks with Jason Pereira, Partner and Financial Planner at Woodgate Financial, about AI and wealth management. (standarddeviationspod.com) Dan Haylett talks with Derek Hagen who is the founder of Money Health Solutions about creating a meaningful retirement. (open.spotify.com) Leadership Vanguard has a new CEO, and its sooner than anticipated.
Wealth Management
MAY 20, 2024
Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.
Advertisement
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Abnormal Returns
MAY 20, 2024
Strategy Options are a tool. Use them accordingly. (fortunesandfrictions.com) Why finance professionals should take less equity market risk. (rogersplanning.blogspot.com) 11 investing principles from Bill Miller including how to avoid value traps. (investmenttalk.co) Financial media Sam Ro's favorite free finance newsletters. (tker.co) The 18 best investing blogs of 2024.
Wealth Management
MAY 20, 2024
Understand the distinction between investors and collectors of gold, their goals and the risks they're willing to take.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MAY 20, 2024
While making the case for improved industry diversity is “not a sprint,” showing the financial imperative for doing so is the best way to convince leaders, according to participants during the Focused on the Future Think Tank at Wealth Management EDGE.
Calculated Risk
MAY 20, 2024
From Fed Vice Chair Philip Jefferson: U.S. Economic Outlook and Housing Price Dynamics. An excerpt on housing: The Housing Market The Fed sets policy to promote its dual-mandate objectives of maximum employment and price stability, and employment and inflation depend on conditions in the entire economy. Still, given our gathering today, I thought it would be appropriate to dive a bit deeper into the housing and home finance markets.
Wealth Management
MAY 20, 2024
WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives.
Calculated Risk
MAY 20, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Close Enough to Unchanged Over The Weekend Technically, today's average mortgage rates are higher for a third straight business day, but most prospective borrowers won't even notice. For many lenders, the changes are so small that the average borrower won't see any change from scenarios quoted on Friday afternoon.
Advertisement
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
MAY 20, 2024
Top CMOs discuss how to drive organic growth through experimentation, competition, follow-up and cataloging of best methods.
Calculated Risk
MAY 20, 2024
From the MBA: Share of Mortgage Loans in Forbearance Remains at 0.22% in April he Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of April 30, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.1 million borrowers since March 2020.
Wealth Management
MAY 20, 2024
The approval process for spot Ethereum ETFs is running into some roadblocks, reports FX Empire. Mergers & Acquisitions looks at the benefits and drawbacks of long-hold funds vs. secondaries. These are among the investment must reads we found this week for wealth advisors.
Calculated Risk
MAY 20, 2024
Today, in the Calculated Risk Real Estate Newsletter: 4th Look at Local Housing Markets in April; California Home Sales Up 4.4% YoY in April A brief excerpt: The NAR is scheduled to release April existing home sales on Wednesday, May 22nd. The consensus is for 4.18 million SAAR, down from 4.19 million in March. Housing economist Tom Lawler expects the NAR to report sales of 4.23 million SAAR for April.
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 20, 2024
Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads.
Advisor Perspectives
MAY 20, 2024
Relative to 18 developed economies since 1870, U.S. leverage is high though not unprecedented. However, unless the recent rise in interest rates reverses, the U.S. will need to cut its debt load.
Wealth Management
MAY 20, 2024
Martin M. Shenkman and Joy Matak identify issues surrounding qualified personal resident trusts.
Advisor Perspectives
MAY 20, 2024
In many ways, the journey involved with reaching the summit of Mount Everest parallels the journey to a secure retirement.
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 20, 2024
Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.
A Wealth of Common Sense
MAY 20, 2024
Today’s Talk Your Book is sponsored by F/m Investments: On today’s show, we spoke with Alex Morris, President and Chief Investment Officer of F/m Investments to discuss the basics of Fixed Income investing. On today’s show, we discuss: What duration, maturity, and convexity mean to a bond How duration changes over time with the movement of rates Duration of an individual bond vs a bond fund Understandi.
Wealth Management
MAY 20, 2024
Legal Editor Anna Sulkin Stern discusses this month's cover art.
Alpha Architect
MAY 20, 2024
This paper explores the applicability of the Bernanke-Blanchard (BB) model across diverse economies, revealing commonalities and differences in inflation dynamics post-pandemic. Postpandemic Inflation in Eleven Economies was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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 20, 2024
Al W. King III provides the reasons why non-resident aliens are choosing the United States to situs their trusts.
Carson Wealth
MAY 20, 2024
Dow 40K Is Here! A major milestone was hit last week, as the Dow Jones Industrial Average closed above 40,000 for the first time. While there isn’t much difference between 40,000 and 39,999, it is quite significant from a psychological perspective. Despite numerous analysts predicting an imminent recession and near-certain bear markets, we at Carson pushed back against those false narratives all year.
Wealth Management
MAY 20, 2024
Peter Mintzberg, currently the global head of strategy for asset and wealth management at Goldman Sachs Asset Management, will become the new CEO on August 15
Financial Symmetry
MAY 20, 2024
If you are approaching the middle years of retirement, you may notice that it feels much different than in the beginning. While this stage is not as intimidating as the beginning of retirement, there is still much to do in … Continued The post Decision Making in the Middle Years of Retirement, Ep #216 appeared first on Financial Symmetry, Inc.
Advertisement
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 20, 2024
WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives.
Advisor Perspectives
MAY 20, 2024
All eight of the indexes on our world watch list have posted gains through May 20, 2024. Hong Kong's Hang Seng finished in the top spot with a YTD gain of 16.96%. Tokyo's Nikkei 225 finished in second with a YTD gain of 16.75% while the U.S.'s S&P 500 finished in third with a YTD gain of 11.92%.
Wealth Management
MAY 20, 2024
Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.
Advisor Perspectives
MAY 20, 2024
Geography, it’s often said, is destiny. The paths nations follow though history are written like a script on the patterns of their rocks, rivers, plains and coasts, in ways that often confound the views of the people who inhabit them. It’s rare for a country to escape that geological fate.
Advertisement
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?
Expert insights. Personalized for you.
328 
Let's personalize your content