Thu.Oct 20, 2022

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Realtor.com Reports Weekly Active Inventory Up 34% Year-over-year; New Listings Down 15%

Calculated Risk

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Oct 15, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, increasing 34% above one year ago.

Sales 363
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Global Real Estate Bubble Index

The Big Picture

Which cities have the greatest housing bubble risk? That is the basis of this very interesting graphic from UBS. The full PDF is well worth your time to peruse through – you can find it here: UBS Global Real Estate Bubble Index. Source : UBS Global Real Estate Bubble Index 2022. The post Global Real Estate Bubble Index appeared first on The Big Picture.

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Weekly Initial Unemployment Claims decrease to 214,000

Calculated Risk

The DOL reported : In the week ending October 15, the advance figure for seasonally adjusted initial claims was 214,000 , a decrease of 12,000 from the previous week's revised level. The previous week's level was revised down by 2,000 from 228,000 to 226,000. The 4-week moving average was 212,250, an increase of 1,250 from the previous week's revised average.

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Retail Landlords See Largely Pluses in the Kroger/Albertsons Merger

Wealth Management

The deal reinforces the appeal of physical stores and will likely bring up the value of centers currently anchored by Albertsons, according to brokers.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

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10 Thursday AM Reads

The Big Picture

My morning train reads: • Day Traders Go Back to Their Day Jobs as Stock Market Swoons : Individual investors are placing fewer trades at Charles Schwab, Morgan Stanley and Robinhood. ( Wall Street Journal ). • Americans Reclaim 60 Million Commuting Hours in Remote-Work Perk : Instead of being stuck in traffic, workers are getting more rest and spending additional time with family. ( Bloomberg ) see also What Have Workers Done with the Time Freed up by Commuting Less?

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Apartment Builders Didn’t Get the Housing Slump Memo

Wealth Management

One way in which apartments are different is that it has always taken longer to build them than single-family houses.

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More Trending

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Riskalyze to Rebrand Company, Change Name in 2023

Wealth Management

At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.

Assets 279
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Thursday links: community not just creators

Abnormal Returns

Strategy Diversifiers don't always work. (rogersplanning.blogspot.com) Another example of why running money is difficult. (ft.com) Crypto The vast majority of El Salvador thinks its Bitcoin experiment was a mistake. (barrons.com) IPOs Aside from Airbnb ($ABNB), gig economy stocks have been a disaster. (oversharing.substack.com) Newly public real estate startups have been a disaster as well.

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Delaying Your Social Security Has Rarely Been This Profitable

Wealth Management

As benefits get adjusted for inflation, waiting longer to receive those checks will pay off even more.

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NAR: Existing-Home Sales Decreased to 4.71 million SAAR in September

Calculated Risk

From the NAR: Existing-Home Sales Decreased 1.5% in September Existing-home sales descended in September, the eighth month in a row of declines, according to the National Association of REALTORS®. Three out of the four major U.S. regions notched month-over-month sales contractions, while the West held steady. On a year-over-year basis, sales dropped in all regions.

Sales 246
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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.

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10 Must Reads for the CRE Industry Today (Oct. 21, 2022)

Wealth Management

The Real Deal looks at universities that own the most real estate in New York City. Black developers are refusing to work with an LA City Councilman on the Angels Landing project, reports Los Angeles Times. These are among today’s must reads from around the commercial real estate industry.

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Longform links: concentrated bets

Abnormal Returns

Business Why Mark Cuban teamed up with Alex Oshmyansky to try to disrupt the pharmaceutical industry. (dmagazine.com) Apartment property management companies are increasingly using YieldStar software to set rents. (propublica.org) How TikTok came to rule the Internet. (wapo.st) How the TMZ model works. (trungphan.substack.com) Society Like it or not, West Virginia's future is in being able to move beyond coal.

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Three Tax Loss Harvesting Strategies to Grow Client Portfolios

Wealth Management

The turbulent market environment offers investors the chance to harvest losses and strategically reposition portfolios.

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The Best Places to Invest Cash Right Now (Video)

Pragmatic Capitalism

In this new episode of Three Minute Money I discuss some of the best options for investing cash right now.

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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.

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The First Step to More A?uent Clients

Wealth Management

Your mindset is the foundation to success.

Clients 278
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Clips From Today’s Halftime Report

The Reformed Broker

Barclays says buy restaurant stocks here from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Private Advisor Group President to Succeed RJ Moore as CEO

Wealth Management

Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.

Planning 264
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Hotels: Occupancy Rate Down 2.7% Compared to Same Week in 2019

Calculated Risk

From CoStar: STR: Weekly US Hotel Occupancy Eclipses 70%, but Still Lags 2019 Levels U.S. hotel performance increased from the previous week and produced mixed comparisons with 2019, according to STR‘s latest data through Oct. 15. Oct. 9-15, 2022 (percentage change from comparable week in 2019*): • Occupancy: 70.3% (-2.7%) • Average daily rate (ADR): $157.52 (+15.8%) • Revenue per available room (RevPAR): $110.78 (+12.8%) Among the Top 25 Markets, Tampa reported the largest increases over 2019 i

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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.

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DeVoe: RIA M&A Still Robust, But Deals Getting Smaller

Wealth Management

As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.

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More Analysis on September Existing Home Sales

Calculated Risk

Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.71 million SAAR in September Excerpt: The second graph shows existing home sales by month for 2021 and 2022. Sales declined 23.8% year-over-year compared to September 2021. This was the thirteen consecutive month with sales down year-over-year. Existing home sales are being impacted by higher mortgage rates.

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Cerberus’ 16-Year Albertsons Bet a Tale of Twists, Turns

Wealth Management

Cerberus Capital Management paid $350 million in 2006 for struggling Albertsons stores as a real estate play. In the years since, the private equity firm has added to its stake, bulked up through acquisitions and (repeatedly) tried to part with the U.S. grocer.

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What Would You Do If You Were Running the Fed Right Now?

A Wealth of Common Sense

In the spring of 2020 I wrote a piece about how the Fed’s actions during financial crises could make stock market returns lower in the future. This was the gist of it: If the stock market during the worst economic contraction in 90 years can be smoothed out by government spending and Fed actions, does this change the risk-return framework in the stock market going forward?

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Book of Secrets on the Month-End Close

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.

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Mindy Diamond on Independence: A Former $350M UBS Advisor on His Journey From Termination to Expungement to Independence

Wealth Management

Jeff Boudjouk shares his harrowing journey and how he and his partner Anthony Landi found a new home in independence with Kestra Private Wealth Services as Northeast Investment Group.

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Guiding clients to understand the power of life insurance

Million Dollar Round Table (MDRT)

By Kevin J. Murphey, M Ed, RFC When people think about their life, they’re not thinking about life insurance. They’re thinking about putting food on the table and what they must do this week or this year. Part of being a good financial advisor, however, is talking people through their entire lifetime and explaining to them that their life is all too brief.

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Riskalyze to Rebrand Company Name in 2023

Wealth Management

At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.

Assets 246
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Best Fundrise Alternatives: Seven Top Real-Estate Crowdfunding Platforms to Consider

Good Financial Cents

Over the last few years, real estate prices have skyrocketed, leaving many hopeful investors feeling priced out of the market. In addition, many who once considered becoming real estate investors have realized that becoming a landlord can be overwhelming. It’s one reason that real estate crowdfunding platforms have grown in popularity in the last few years.

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Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success

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?

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Data Analytics Moves At Orion, Envestnet Are Game Changers For Their Advisory Firm Clients

Wealth Management

Powerful cloud-based analytics from Snowflake and Amazon Web Services' Redshift will empower advisors, according to our tech columnist.

Clients 246
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BlackRock Gives Their Ideal Asset Mix For Pension Plans

Validea

Negative investment returns are expected to be the norm this year, as pension plans face an uphill battle to hit yearly gains. That’s left many investors looking for the right mix for their portfolios, and BlackRock, the largest asset manager in the world, touts their approach as the ideal asset mix, reports an article in Chief Investment Officer. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Screen for Stocks Using Peter Lynch’s GARP Method.

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How to Escape State Taxes Without Leaving New York or California

Wealth Management

Municipal bonds are a relatively safe investment with tax-free interest that gives them an advantage over other fixed-income assets.

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What Would Bogle, Buffett & Samuelson Tell Investors?

Validea

In an interview with Financial Advisor , economist Paul R. Samuelson advises investors to buy stocks and hold them, without trying to time the market, and don’t panic during a decline. Samuelson, the son of Paul A. Samuelson, the Nobel Prize-winning economist whose work influenced Vanguard founder Jack Bogle to create the first mutual fund index accessible to the public and who often conferred with Warren Buffett, also advised not paying more taxes than you need to.

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Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100

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.