Calculated Risk
AUGUST 3, 2022
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey — Mortgage applications increased 1.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending July 29, 2022. The Refinance Index increased 2 percent from the previous week and was 82 percent lower than the same week one year ago.
Wealth Management
AUGUST 3, 2022
We are seeing investors shift into smaller tertiary markets where competition is weaker, value-add properties where the potential for rent increases is higher.
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The Big Picture
AUGUST 3, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses risk-reward and the less liquid aspects of the market: “I’m reminded of the words of the great investor, Groucho Marx, who said ‘ I don’t want to be a member of any club that would have me.”. When we look at alternatives and that’s everything from venture to hedge fund to private equity, the ones you can get into tend to not to be the top performing funds.
Wealth Management
AUGUST 3, 2022
Fewer than 20 new ETFs came to the market last month. Here's a look at the new funds, including a batch of single-stock ETFs.
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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
Calculated Risk
AUGUST 3, 2022
Today, in the Calculated Risk Real Estate Newsletter: How Much will the Fannie & Freddie Conforming Loan Limit Increase for 2023? A brief excerpt: With house prices up sharply again over the last year, an interesting question is: How much will the Fannie & Freddie conforming loan limits (CLL) increase for 2023? And how much will the FHA insured loan limits increase?
Wealth Management
AUGUST 3, 2022
Gladstone Wealth Partners, an LPL-affiliated hybrid RIA, teams up with Integrity Marketing Group to “transform” financial planning.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 3, 2022
Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.
Abnormal Returns
AUGUST 3, 2022
Podcasts Steve Chen talks with Sam Dogen author of "Buy This, Not That: How To Spend Your Way To Wealth And Freedom." (newretirement.com) Christine Benz and Jeff Ptak talk with Jordan Grumet author of "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life." (morningstar.com) Noah Kagan talks money moves with Ramit Sethi author of "I Will Teach You To Be Rich.
Wealth Management
AUGUST 3, 2022
With so many options to choose from, how does an advisor decide which path to independence to take?
The Irrelevant Investor
AUGUST 3, 2022
Gross domestic product is the most commonly accepted measure of the economy’s performance. For the previous two quarters, it showed that the economy contracted. So recession, right? Wrong. Before getting into why I don’t think the economy was in a recession during the first half of the year, it’s worth mentioning that things are very weird right now.
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
AUGUST 3, 2022
Freddie Mac expects multifamily origination volume to slow in the second half of 2022, reports Multi-Housing News. A recent survey shows nearly one third of Americans now expect to check in on work when taking time off, according to Fortune. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
AUGUST 3, 2022
(Posted with permission). The ISM® Services index was at 56.7%, up from 55.3% last month. The employment index increased to 49.1%, from 47.4%. Note: Above 50 indicates expansion, below 50 in contraction. From the Institute for Supply Management: Services PMI® at 56.7% July 2022 Services ISM® Report On Business® Economic activity in the services sector grew in July for the 26th month in a row — with the Services PMI® registering 56.7 percent — say the nation’s purchasing and supply executives in
Wealth Management
AUGUST 3, 2022
Tax professionals can help protect their clients by watching out for these items.
Abnormal Returns
AUGUST 3, 2022
Markets The volatility of the VIX has fallen to a three-year low. (wsj.com) Gasoline prices have fallen for 49 straight days. (marketwatch.com) Companies Why Apple ($AAPL) is so selective when it comes to big acquisitions? (macworld.com) Still no sign that MicroStrategy ($MSTR) is pulling back on its big Bitcoin bet. (bloomberg.com) How Amazon ($AMZN) could approach primary care as a business.
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
AUGUST 3, 2022
Estate planning tech startup Trustate thinks they have the answer.
Alpha Architect
AUGUST 3, 2022
The analysis above highlights that we are in a rare regime when commodities are the only long asset with a positive trend. The last time this happened we entered a long period of high inflation and poor real returns. Will this happen again? Who knows. But we do know that post-1973 we entered a world where, for several decades (at least up to around 2007), both bonds and commodities were an important component of a diversified portfolio.
Wealth Management
AUGUST 3, 2022
Open, honest and candid discussions about the latest news in the RPA industry.
Nationwide Financial
AUGUST 3, 2022
During Fed Chairman Jerome Powell’s May press conference, the head of the U.S. central bank stated that a 75 basis-point increase was “not something the committee is actively considering.” Fast forward to the June FOMC meeting, where the rate-setting committee hiked the Federal funds target rate by 75 basis points. Another three-quarters point increase followed at the FOMC’s July meeting.
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
AUGUST 3, 2022
Mercer Advisors’ latest acquisition completes the succession plan of Mallard's founder, William Starnes.
FMG
AUGUST 3, 2022
Social media involves interacting with clients, potential prospects and other financial advisors. This means that it’s essential to do everything possible to increase engagement and get your name out there. After all, the whole point of being on social media is to grow your audience, which is where images come in. However, it’s not as simple as just creating or looking up random images to use.
Wealth Management
AUGUST 3, 2022
The new business will provide a range of wealth-management services to a16z partners and the executives of its portfolio companies
James Hendries
AUGUST 3, 2022
That was quite a week. These days a Federal Reserve (Fed) policy meeting alone gets a lot of headlines and has market participants on the edge of their seats. Add to that the second straight quarter of negative gross domestic product (GDP) growth that exacerbated recession fears, the busiest week of earnings season, and important but sometimes under-the-radar inflation data, and last week was epic for market watchers.
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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
AUGUST 3, 2022
While advisor movement across the industry has muted, LPL added 780 advisors in the second quarter, many of which came from its recruitment of CUNA Mutual Group.
Meb Faber Research
AUGUST 3, 2022
Episode #433: Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets Guest: Dwight Anderson launched Ospraie Management in 1999 in partnership with Tudor Investment Corporation before establishing Ospraie as an independent firm in 2004. Ospraie is an asset management firm that actively invests in commodity markets and basic industries worldwide. […].
Wealth Management
AUGUST 3, 2022
The court overturned a decision involving a FINRA arbitration ruling in favor of Wells Fargo, several months after the regulator commissioned a study to examine the case.
Integrity Financial Planning
AUGUST 3, 2022
Why does tax planning matter for your retirement plan? Brian talks through the difference it can make and why you should pay attention to it now as a part of your financial plan. When it comes to taxes, should you use the same person that files taxes to do tax planning and retirement planning for you? A CPA is great at filing taxes and looking at what happened the past year, but don’t often do anything with tax planning.
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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
AUGUST 3, 2022
Tax professionals can help protect their clients by watching out for these items.
Trade Brains
AUGUST 3, 2022
Railway Stocks in India: The Indian Railway is the economic pillar of India. It spans over a 67,850 km route and employs more than 1.4 million people. This makes it the largest employer in India. Being of such a large size, there are many companies that are directly associated with the Indian Railways. Let us take a look at some of these top railway stocks in India.
Wealth Management
AUGUST 3, 2022
Lonestar Airport Holdings says it spent smore than $32.5 million after signing a contract six years ago to revive a largely abandoned auxiliary terminal at Austin-Bergstrom International Airport. But the city now wants to end the lease 34 years early.
Steven J. Wilson
AUGUST 3, 2022
The banking industry traditionally struggled when it came to social media. Banks typically find connecting on a human level and building trust with potential and current customers difficult. But now, new online banks are shaking up the social media scene by offering unique approaches that focus on building trust and engaging with customers. Local banks […].
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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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