Calculated Risk

OCTOBER 4, 2022

Notes: This CoreLogic House Price Index report is for August. The recent Case-Shiller index release was for July. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: Annual US Home Price Gains Lose Steam Again in August, CoreLogic Reports CoreLogic®. today released the CoreLogic Home Price Index (HPI™) and HPI Forecast™ for August 2022.

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Sales Marketing Marketing 358

Wealth Management

OCTOBER 4, 2022

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

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Calculated Risk

OCTOBER 4, 2022

The BEA released their estimate of vehicle sales for September this morning. This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the September 2022 seasonally adjusted annual sales rate (SAAR). Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new all-time high of 570 thousand SAAR in April 2019.

Sales 350

Sales 350

Wealth Management

OCTOBER 4, 2022

Net lease retail REITs, aggregators and cash buyers are anticipating an extremely active acquisitions environment for the remainder of the year as terms become more attractive.

Retail 316

Retail 316

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Clients

Calculated Risk

OCTOBER 4, 2022

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 10.1 million on the last business day of August, the U.S. Bureau of Labor Statistics reported today. Hires and total separations were little changed at 6.3 million and 6.0 million, respectively. Within separations, quits (4.2 million) and layoffs and discharges (1.5 million) were little changed. emphasis added The following graph shows job openings (black line), hires (dark blue), Layoff, Discharges and

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Numbers Economy Marketing Marketing 335

Wealth Management

OCTOBER 4, 2022

American Homes 4 Rent, which owns about 60,000 single-family rental homes across the country, has been tweaking designs of houses it builds itself to make them more durable and energy-efficient. The company says it could eventually operate its entire portfolio at net-zero.

Portfolio 306

Portfolio 306

Wealth Management

OCTOBER 4, 2022

Latest acquisition follows a $4 million technology overhaul bringing client data in-house. It adds two new offices and establishes Merit’s presence in the greater Seattle area.

Clients 299

Clients 299

Calculated Risk

OCTOBER 4, 2022

Today, in the Calculated Risk Real Estate Newsletter: House Prices: 7 Years in Purgatory A brief excerpt: However, even in normal times, house prices are not sticky downwards in real terms as this graph shows. In the July Case-Shiller report , real prices were only up 5.4% year-over-year (YoY) and will likely be down YoY in real terms later this year.

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Sales 263

Wealth Management

OCTOBER 4, 2022

Corporations, partnerships and LLCs must meet Jan. 1, 2024 reporting deadline.

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Calculated Risk

OCTOBER 4, 2022

From Matthew Graham at Mortgage News Daily: Mortgage Rates Continue Recovering Mortgage rates remain elevated in the context of the past decade and 2022 in general, but they continue making progress after hitting long-term highs early last week. The average lender is now getting back into the middle to upper-middle 6% range depending on the scenario and the presence of "points" in the loan quote. [ 30 year fixed 6.69% ] emphasis added Tuesday: • At 8:00 AM ET, Corelogic House Price index for Aug

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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.

Management

Wealth Management

OCTOBER 4, 2022

The models are part of Kestra’s efforts to bring investment services to advisors across the firm’s business channels, executives say.

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Portfolio Investing Investments 290

Nerd's Eye View

OCTOBER 4, 2022

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi. Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love.

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Clients Financial Advisor Education Retirement 246

Wealth Management

OCTOBER 4, 2022

As more homebuyers step away from the market due to rising mortgage rates, home builders are selling new homes to SFR investors in bulk, reports The Wall Street Journal. Asset managers continue to own large office portfolios, according to Pensions & Investments. These are among today’s must reads from around the commercial real estate industry.

Portfolio 289

Portfolio Assets Management Investing 289

The Irrelevant Investor

OCTOBER 4, 2022

Stocks got washed out in the third quarter. Whether you were looking at prices or people’s reactions to said prices, it was hard to find anything positive to say other than things are so bad they’re actually good. That might sound silly, but it’s not. It’s the truth. The riskier stocks feel, the less risky they get over time.

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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.

Numbers

Wealth Management

OCTOBER 4, 2022

The retail real estate sector is having a resurgence, with falling vacancy and rising asking rents, reports The Wall Street Journal. Commercial Property Executive looks at the impact of Hurricane Ian on property insurance rates. These are among today’s must reads from around the commercial real estate industry.

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Retail Insurance 289

Abnormal Returns

OCTOBER 4, 2022

September How major asset classes performed in September 2022. (capitalspectator.com) Even commodity prices fell in September. (mrzepczynski.blogspot.com) Value continues to lead the factor race in 2022. (insights.finominal.com) Markets The Investor Opportunity Index (IOI) is at its highest level since September 2020. (thereformedbroker.com) During bear markets, big up (and down) days cluster together.

Financial Advising 144

Financial Advising Media Numbers Assets 144

Wealth Management

OCTOBER 4, 2022

“Current DAFs don’t do enough to actually help people give the money in the funds away,” says CEO and founder Adam Nash.

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The Reformed Broker

OCTOBER 4, 2022

Final Trades: GXO, Gold & Semis from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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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.

Accounting

Wealth Management

OCTOBER 4, 2022

Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan.

Wealth Management 278

Wealth Management Assets Planning Management 278

Abnormal Returns

OCTOBER 4, 2022

Behavior An overconfident CFO and CEO is a bad combination. (papers.ssrn.com) More democratic teams generate better performance. (institutionalinvestor.com) The evidence is growing against the idea that positive emotions top out with income growth. (psycnet.apa.org) Analysts Analysts 'top picks' outperform their average picks. (klementoninvesting.substack.com) Negative media attention can prompt credit rating downgrades.

Media 130

Media 130

Wealth Management

OCTOBER 4, 2022

Can an email be a holographic will?

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264

Investment Writing

OCTOBER 4, 2022

Have you ever struggled to generate topics for your blog posts, white papers, and other publications? You are not alone. I have some solutions to help you brainstorm. 1. Write about your clients’ mistakes and problems. The most powerful brainstorming advice I can give you is to start “ Blogging the mistakes your clients make.” My post on this topic gives you a template for writing this kind of blog post. 2.

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Clients Investing Investments 117

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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.

Accounting

Wealth Management

OCTOBER 4, 2022

Cavalieri, who built Advisor I/O’s marketing platform, will bring his content and digital marketing chops to alternatives investment platform CAIS.

Marketing 264

Marketing Marketing Investing Investments 264

A Wealth of Common Sense

OCTOBER 4, 2022

Last week legendary hedge fund manager Stanley Druckenmiller told CNBC his baseline is for U.S. stocks to go nowhere for a decade: I’m just saying we’ve had a hurricane behind us for 30 or 40 years, and it’s reversing, and I wouldn’t be surprised — in fact, it’s my central forecast — the Dow won’t be much higher in ten years than it is today.

Marketing 111

Marketing Marketing Management 111

Wealth Management

OCTOBER 4, 2022

How whole life insurance can help retirees prepare for market downturns.

Portfolio 246

Portfolio Retirement Insurance Marketing 246

The Irrelevant Investor

OCTOBER 4, 2022

The Case-Shiller Home Price index is up 43% since the end of 2019. This unsustainable increase is reversing, and the headlines will read as if another 2008 is upon us. Exhibit A: Home prices fell 1.05% in August and 0.98% in August. With prices up >12% y/o/y, “plunging” is not how I would describe this. Normalizing seems more appropriate.

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108

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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?

Sales

Wealth Management

OCTOBER 4, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

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246

Clever Girl Finance

OCTOBER 4, 2022

The fear of facing a recession is always overwhelming. Unfortunately, recessions are something we can't control on a personal level, and as a result, you’re probably a bit worried. However, you can prepare for a recession financially by switching your career path into a recession-proof job or business. Recession-proof businesses can thrive despite an economic downturn.

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Food Economy Healthcare Economics 105

Wealth Management

OCTOBER 4, 2022

With Florida acquisition, MAI Capital Management breaks into the retirement plan space, part of strategy to more than triple AUM over next four years; the firm also announced addition of Florida-based $140M AUM advisor.

Retirement 246

Retirement Retirement Planning Planning Management 246

WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. Given the complexity and magnitude of things necessary for a comfortable retirement, starting planning from a young age is also essential. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

Budgeting 102

Budgeting Retirement Healthcare Food 102

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Accounting