The IRS' Proposed Regulations on Digital Asset Taxation Explained
Wealth Management
AUGUST 29, 2023
The proposals aim to align tax reporting on digital assets with that of other financial assets.
Tue.Aug 29, 2023
290 
Tuesday links: over-optimized content
Abnormal Returns
AUGUST 29, 2023
Strategy How (and where) to hold cash in your portfolio. (morningstar.com) For alternatives, Is illiquidity a feature or a bug? (savantwealth.com) Don't underestimate how weird the world can be. (mr-stingy.com) Crypto Grayscale won a victory against the SEC raising the prospects of a spot Bitcoin ETF. (blockworks.co) The entire crypto space jumped on the news.
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Serial Sellers and Collaborative Investors Define Noteworthy Deals of the Decade
Wealth Management
AUGUST 29, 2023
A look at seven of the most notable private equity deals in the RIA space.
#FA Success Ep 348: Building Your Own Planning Spreadsheets To Show Clients What They Need To See, With Jeff Jones
Nerd's Eye View
AUGUST 29, 2023
Welcome back to the 348th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jeff Jones. Jeff is the Owner and Founder of Cypress Financial Planning, an independent RIA based in Haddon Heights, New Jersey, that oversees $275 million in assets under management for 380 client households. What's unique about Jeff, though, is how he built his own financial planning spreadsheets in Excel, and has developed coding and integrations that automatically populate into a Power
2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year
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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
Private Equity in Wealth Management: Genstar
Wealth Management
AUGUST 29, 2023
The Majority Partner.
Research links: the majority of returns
Abnormal Returns
AUGUST 29, 2023
Research 15 lessons learned from the quantitative investment research business. (blog.thinknewfound.com) Should market valuations revert over time? Not necessarily. (thediff.co) Is illiquidity a feature or a bug? (savantwealth.com) How the 52-week high affects stock prices. (papers.ssrn.com) Historical returns are not set in stone. There are likely errors.
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Comments on June Case-Shiller and FHFA House Prices
Calculated Risk
AUGUST 29, 2023
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Unchanged year-over-year in June Excerpt: The recent increase in mortgage rates to over 7% will not impact the Case-Shiller index until reports are released in the Fall. Here is a comparison of year-over-year change in median house prices from the NAR and the year-over-year change in the Case-Shiller index.
Private Equity in Wealth Management: Stone Point Capital
Wealth Management
AUGUST 29, 2023
More Opportunities Than Capital.
Wednesday: ADP Employment, GDP, Pending Home Sales
Calculated Risk
AUGUST 29, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for August. This report is for private payrolls only (no government). • At 8:30 AM, Gross Domestic Product, 2nd quarter 2023 (second estimate).
Private Equity in Wealth Management: Thomas H. Lee Partners
Wealth Management
AUGUST 29, 2023
The Active Operators.
Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management
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.
A few comments on the Seasonal Pattern for House Prices
Calculated Risk
AUGUST 29, 2023
Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust.
Private Equity in Wealth Management: Bain
Wealth Management
AUGUST 29, 2023
The structured dealmaker.
Clips From Today’s Halftime Report
The Reformed Broker
AUGUST 29, 2023
U.S. appeals court rules in favor of Grayscale over bitcoin ETF dispute with the SEC from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Private Equity in Wealth Management: Lightyear Capital
Wealth Management
AUGUST 29, 2023
The Domain Experts.
What Your Financial Statements Are Telling You—And How to Listen!
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.
Case-Shiller: National House Price Index Unchanged year-over-year in June
Calculated Risk
AUGUST 29, 2023
S&P/Case-Shiller released the monthly Home Price Indices for June ("June" is a 3-month average of April, May and June closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Positive Momentum Continues in June The S&P CoreLogic Case-Shiller U.S.
BLS: Job Openings Decreased to 8.8 million in July
Calculated Risk
AUGUST 29, 2023
From the BLS: Job Openings and Labor Turnover Summary The number of job openings edged down to 8.8 million on the last business day of July , the U.S. Bureau of Labor Statistics reported today. Over the month, the number of hires and total separations changed little at 5.8 million and 5.5 million, respectively. Within separations, quits (3.5 million) decreased, while layoffs and discharges (1.6 million) changed little. emphasis added The following graph shows job openings (black line), hires (da
Four Tips to Minimize Investment Friction in Retirement
Wealth Management
AUGUST 29, 2023
How to address some of the frictional forces found in a typical retirement investment portfolio.
How to Avoid Pitfalls In Automation: Keep Humans In the Loop
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.
It’s Time to Buy Value Stocks Now
The Reformed Broker
AUGUST 29, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Goldman/Grayscale – They found a buyer. Sounds like it took a week of discussions. ►Earnings Revisions – “Stock prices correcting as earning estimates continue to rise” ►Value Stocks – N.
11 Midweek Must Reads for Real Estate Investors (Aug. 30, 2023)
Wealth Management
AUGUST 29, 2023
Newmark found that commercial real estate lending fell by 52% year-over-year in the second quarter of 2023. Private equity player KSL Capital Partners struck a deal to acquire Hersha Hospitality Trust in an all-cash deal valued at $1.4 billion, reported GlobeSt.com. These are among today’s must reads from around the commercial real estate industry.
10 Tuesday AM Reads
The Big Picture
AUGUST 29, 2023
My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. ( Businessweek ) but see With cash earning 5%, why risk money on the stock market? Savings rates have rocketed and UK savers can earn over 5% on deposits.
Court Paves Way for Spot Bitcoin ETF in Grayscale Ruling
Wealth Management
AUGUST 29, 2023
The ruling marks a major legal win for the crypto industry and sent the price of Bitcoin surging by as much as 7%.
Book of Secrets on the Month-End Close
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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.
Is Nvidia the Next Cisco?
The Irrelevant Investor
AUGUST 29, 2023
Nvidia is one of the most expensive stocks in the S&P 500. Nvidia is not the first giant tech company to trade at a rich valuation. The one that people often compare it to is Cisco, one of the darlings from the dot com era. We can’t compare things to the future, so we look to the past. Cisco sported an $8.9 billion market cap on the opening day of 1995.
OpenAI Unveils ChatGPT for Businesses, Stepping Up Revenue Push
Wealth Management
AUGUST 29, 2023
It's the startup’s most significant effort yet to attract a broad mix of business customers.
The Evolution of Retirement
A Wealth of Common Sense
AUGUST 29, 2023
There’s a great scene in Midnight in Paris about nostalgia that I think about a lot: Some people always think the past is better than the present because of this golden age line of thinking. I always see memes like this going around Twitter: Life would be better is this was true. Unfortunately, it’s not (see here and here). Another social media trope these days is showing a picture of an old castle or church.
Wall Street Reels From Painful Month as Winning Trades Sour
Wealth Management
AUGUST 29, 2023
From buying meme stocks and dumping the dollar to betting against swings in stock prices, a swath of popular trades have become losers.
Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success
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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?
I Don’t Have the Guts to Raise My Fees
Advisor Perspectives
AUGUST 29, 2023
Why is it so hard to gain the confidence with my existing clients that I have with prospects and raise their fees?
Editor's Letter: A Free Market Solution to Cyber Fraud?
Wealth Management
AUGUST 29, 2023
Wealth Management Magazine Digital Edition -Third Quarter 2023
Job Openings Drop to Lowest Level in Over Two Years
Advisor Perspectives
AUGUST 29, 2023
The latest job openings and labor turnover summary (JOLTS) report showed that job openings dropped to their lowest level in over two years. Vacancies fell to 8.827 million in July, lower than the expected 9.465 million vacancies.
Are you asking yourself the right questions to succeed?
Million Dollar Round Table (MDRT)
AUGUST 29, 2023
By Sandy Schussel The fastest way to grow your financial planning or insurance business is to get clear about what you want and how you want to get there. Here are the questions you should be asking yourself: Who do you want to serve? Telling the world that you work with everyone and do everything for them is the surest way to stunt your professional growth.
Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100
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