Calculated Risk
SEPTEMBER 6, 2022
Notes: This CoreLogic House Price Index report is for July. The recent Case-Shiller index release was for June. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: US Year-Over-Year Home Price Growth Dips Again in July as Higher Mortgage Rates Cool Demand CoreLogic®. today released the CoreLogic Home Price Index (HPI™) and HPI Forecast™ for July 2022.
The Big Picture
SEPTEMBER 6, 2022
So, it was just Labor Day Weekend, and while we all should be out NOT laboring, I spent part of the long holiday weekend thinking about a few of my favorite FRED charts. Rather than include all of my favorites, I set a challenge for myself: Limit the list to the three most telling charts: U3 Unemployment Rate : When has unemployment been lower than today?
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Wealth Management
SEPTEMBER 6, 2022
Real estate investment companies are facing a daunting task when it comes to properly reporting on vast quantities of data across environmental, social and governance factors. Here’s how technology can help.
Calculated Risk
SEPTEMBER 6, 2022
Weekend: • Schedule for Week of September 4, 2022 Tuesday: • At 8:00 AM ET, Corelogic House Price index for July • At 10:00 AM, the ISM Services Index for August. The consensus is for a reading of 55.5, down from 56.7. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 19 and DOW futures are up 162 (fair value). Oil prices were down over the last week with WTI futures at $88.93 per barrel and Brent at $95.74 per barrel.
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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
SEPTEMBER 6, 2022
“Just-in-case” inventory storage is leaving retailers with excess inventory and little space to store it. But it’s not likely to go away, industry insiders say.
Nerd's Eye View
SEPTEMBER 6, 2022
Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko. Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. What's unique about Andy, though, is how, shortly after launching his practice, he created a Facebook group so that he could share his expertise directly with the types of clients he wanted to serve… which unexpectedly beca
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
SEPTEMBER 6, 2022
Today, in the Calculated Risk Real Estate Newsletter: The Sharp Slowdown in Year-over-year House Price Growth Excerpt: And Zillow forecasts Case-Shiller a month early, and I like to check the Zillow forecasts since they have been pretty close. From Zillow Research: June 2022 Case-Shiller Results & Forecast: Moving Towards Rebalance. The Zillow forecast is for the year-over-year change for the Case-Shiller National index to be 15.9% in July.
Wealth Management
SEPTEMBER 6, 2022
Bert Crouch, Invesco Real Estate’s head of North America, outlines the investment firm’s strategies in a rising-rate environment.
Abnormal Returns
SEPTEMBER 6, 2022
Fund selection Using maximum drawdown as a fund selection tool. (advisorperspectives.com) How do Morningstar's ($MORN) star ratings work in practice? (riabiz.com) The performance of active equity mutual fund managers continues to degrade. (morningstar.com) ETFs Sector ETFs by and large underperform the broad market. (papers.ssrn.com) ETF issuers need to have a strong online presence.
Wealth Management
SEPTEMBER 6, 2022
Asset managers and technology firms are luring retail advisors into alts with easier access and promises of diversification and enhanced returns. Here's what advisors themselves think about broadening their client portfolios.
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.
Calculated Risk
SEPTEMBER 6, 2022
Here is a look at the change in teen employment over time. The graph below shows the employment-population ratio for teens (6 to 19 years old) since 1948. The graph is Not Seasonally Adjusted (NSA), to show the seasonal hiring of teenagers during the summer. A few observations: 1) Although teen employment has recovered some since the great recession, overall teen employment had been trending down.
Wealth Management
SEPTEMBER 6, 2022
CVS is acquiring Signify for $30.50 a share in an all-cash deal, according to a statement Monday.
Calculated Risk
SEPTEMBER 6, 2022
(Posted with permission). The ISM® Services index was at 56.9%, up from 56.7% last month. The employment index increased to 50.2%, from 49.1%. Note: Above 50 indicates expansion, below 50 in contraction. From the Institute for Supply Management: Services PMI® at 56.9% August 2022 Services ISM® Report On Business® Economic activity in the services sector grew in August for the 27th month in a row — with the Services PMI® registering 56.9 percent — say the nation's purchasing and supply executives
Wealth Management
SEPTEMBER 6, 2022
The harsh reality is that the long-term trend has been intense competition putting deflationary pressure on rents.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
The Reformed Broker
SEPTEMBER 6, 2022
Citi downgrades FedEx to neutral as near-term outlook grows murky from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Abnormal Returns
SEPTEMBER 6, 2022
Markets The performance of major asset classes in August 2022. (capitalspectator.com) Value stocks seems to benefit from inflation. (klementoninvesting.substack.com) Finance Why the amount of passively managed assets is underestimated. (ft.com) Why the Bloomberg Terminal isn't going anywhere. (ft.com) A wave of SPAC liquidations are coming. (ft.com) Companies ADT ($ADT) is getting investments from Allstate and Google.
The Reformed Broker
SEPTEMBER 6, 2022
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: ?Sources of Return – “Corporate profits and sources of total return” ?Worst Year Ever – The 60/40 portfolio is on pace for its worst year since 1936. ?
Wealth Management
SEPTEMBER 6, 2022
After years of historically low yields in public markets, private assets have significantly grown in importance for many investors and their portfolios. But showing clients the role of these assets in a whole portfolio context takes significant time and effort without an analytical engine that can efficiently analyze the data.
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.
Pragmatic Capitalism
SEPTEMBER 6, 2022
I joined Oliver Renick on TD Ameritrade Network last Friday to discuss the housing market and some of my recent comments from the newest Three Minute Money video. In short: [ … ].
Wealth Management
SEPTEMBER 6, 2022
Past performance is no guarantee of future results. We’re all familiar with this phrase when helping clients understand investment returns. Ironically, this thinking doesn’t always translate into the portfolio construction process. Many advisors use historical returns-based analyses to inform their investment decisions, effectively anchoring those decisions in the past.
Brown Advisory
SEPTEMBER 6, 2022
Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. ajackson. Tue, 09/06/2022 - 10:30. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Given an institution’s long-term return objectives and risk tolerance, the Investment Committee (IC) should partner with its investment advisor to define an asset allocation approach th
Wealth Management
SEPTEMBER 6, 2022
Stress testing is a dynamic and powerful tool for measuring and explaining the risks associated with potential market events. When advisors address risk head-on with real world scenarios, it highlights the value of the relationship, encourages conversations that support long-term investing and helps align client goals with their risk tolerances.
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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.
Brown Advisory
SEPTEMBER 6, 2022
Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. ajackson. Tue, 09/06/2022 - 10:17. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve. To be most effective, we believe that any effort to build greater alignment and/or impact should be approached holistically and in conjunction with the organization’s broader investment policy.
Wealth Management
SEPTEMBER 6, 2022
Change is constant in our industry, but there’s something unique about how the world is changing today. “We believe that this time, it really is different,” said Rob Goldstein, BlackRock’s Chief Operating Officer and Head of BlackRock Solutions, at our third annual Aladdin Wealth™ Executive Forum.
Indigo Marketing Agency
SEPTEMBER 6, 2022
We’re happy to announce that Indigo Marketing Agency was featured in Bob Veres’s August 2022 issue of Inside Information , a go-to resource for financial planning, financial advisor, and investment advisor professionals. In every issue, Veres delivers cutting-edge discussions with the industry’s thought leaders and change-makers—and we’re honored to be included!
Prosperity Coaching
SEPTEMBER 6, 2022
Business networking strategy: I’m a big believer in business networking. I feel that it’s very important for financial advisors to get out of their offices and meet other business professionals, community leaders, and those who may need their services. The trouble is, most financial advisors do NOT build networking into […]. The post Mistake 4: No Business Networking Strategy appeared first on The Prosperous Advisor Coaching Blog.
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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?
Cornerstone Financial Advisory
SEPTEMBER 6, 2022
Presented by Cornerstone Financial Advisory, LLC. The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. The Dow Jones Industrial Average fell 2.99%, while the Standard & Poor’s 500 stumbled 3.29%. The Nasdaq Composite index lost 4.21%.
Norman Marks
SEPTEMBER 6, 2022
Alexei Sidorenko has a great blog that we should all subscribe to, the Risk-Academy Blog. He describes it as “Controversial thoughts about modern day risk management in non-financial companies”. He recently wrote “What should an awesome risk report look like?”, in which he said: If we wanted to really make a difference to decision makers […].
Cordant Wealth Partners
SEPTEMBER 6, 2022
Restricted Stock Units (RSUs) are a popular form of equity compensation at many companies, including Microsoft. They can be used to motivate employees and align their incentives with those of the company by allowing them to share in its success. In this guide on Microsoft RSUs, I’ll explain: How Microsoft RSUs work Tax savings strategies for your RSU income And, why you should incorporate them into your investment strategy What is a Restricted Stock Unit (RSU?
Brown Advisory
SEPTEMBER 6, 2022
Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Download it here > The Capital Cycle Supply chain shenanigans across the world and subsequent shortages alongside soaring inflation have set us thinking about the capital cycles we see across numerous global industries, in particular energy, commodities and semiconductors.
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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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