The Big Picture
OCTOBER 26, 2022
Today’s edition of “ Nobody Knows Anything ” is about a once-dominant mobile phone maker. Exactly 15 years ago, Forbes’s new cover story lauded Olli-Pekka Kallasvuo, Nokia’s CEO. The headline trumpeted: “Nokia, one billion customers – can anyone catch the cell phone king?” It was posted online October 26, 2007 — 15 years ago today.
Wealth Management
OCTOBER 26, 2022
Due diligence tips for advisors looking to incorporate life insurance into their service offerings.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Calculated Risk
OCTOBER 26, 2022
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decreased in September; Completed Inventory Increased Brief excerpt: The next graph shows the months of supply by stage of construction. “Months of supply” is inventory at each stage, divided by the sales rate. There are 1.1 months of completed supply (red line). This is about two-thirds of the normal level.
Wealth Management
OCTOBER 26, 2022
A new study shows why millennials may need to scrimp and save to equal their parents’ financial success.
Advertisement
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
Nerd's Eye View
OCTOBER 26, 2022
Roth conversions are, in essence, a way to pay income taxes on pre-tax retirement funds in exchange for future tax-free growth and withdrawals. The decision of whether or not to convert pre-tax assets to Roth is, on its surface, a simple one: If the assets in question would be taxed at a lower rate by converting them to Roth and paying tax on them today, versus waiting to pay the tax in the future when they are eventually withdrawn, then the Roth conversion makes sense.
Wealth Management
OCTOBER 26, 2022
National chains that feature gas stations, like Wawa, 7-Eleven, Shell, Speedway and Cumberland Farms, are attracting a new generation of net lease investors.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 26, 2022
Could this approach turn the estate-planning industry upside down?
Calculated Risk
OCTOBER 26, 2022
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending October 21, 2022. The Refinance Index increased 0.1 percent from the previous week and was 86 percent lower than the same week one year ago.
Wealth Management
OCTOBER 26, 2022
Cannabis ETFs were among those posting the worst returns over the last three years.
Abnormal Returns
OCTOBER 26, 2022
Strategy Why investors have turned away from actively managed funds. (on.ft.com) Why so few investors utilize managed futures. (blog.validea.com) There really are only four outcomes to a trade. (allstarcharts.com) Innovation Nokia ($NOK) is an object lesson in the innovator's dilemma. (ritholtz.com) Newly minted unicorns are once again a rarity. (wapo.st) a16z is feeling the pain of the crypto crash.
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
OCTOBER 26, 2022
The $4 billion dividend “could be a massive improper giveaway to certain shareholders,” Washington D.C. Attorney General Karl Racine said Wednesday on CNBC’s Squawk Box, in announcing that the AGs had asked Albertsons to pause the payout.
Pragmatic Capitalism
OCTOBER 26, 2022
Bond vigilantes reflect the idea that bond investors can attack a government debt market and dictate terms that the government wouldn’t otherwise desire.
Wealth Management
OCTOBER 26, 2022
The Real Deal profiles investor Quintin Primo. Starbucks is opening a megastore at the Emire State Building, according to Chain Store Age. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
OCTOBER 26, 2022
From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for September 2022. Over the past three months, the indexes increased in 44 states, decreased in four states, and remained stable in two, for a three-month diffusion index of 80. Additionally, in the past month, the indexes increased in 38 states , decreased in 10 states, and remained stable in two, for a one-month diffusion index of 56.
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
OCTOBER 26, 2022
Many children born into prominent families struggle with the expectations.
Calculated Risk
OCTOBER 26, 2022
On Q3 GDP from Goldman: "The September new home sales and inventory data were slightly better than our previous assumptions on net, and we boosted our Q3 GDP tracking estimate by one tenth to +2.5% (qoq ar) ahead of tomorrow’s report." From BofA: "The trade and inventory data lowered our 3Q GDP tracking estimate from 2.5% q/q saar to 2.0% q/q saar." Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios.
Wealth Management
OCTOBER 26, 2022
In the SEC proposal, RIAs would not be allowed to outsource to third parties unless they meet certain new requirements; some say the rule would be an extra burden for smaller advisors.
The Reformed Broker
OCTOBER 26, 2022
Meta needs to focus on real revenue streams, not the Metaverse, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
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
OCTOBER 26, 2022
The trustee hired his personal trainer to make critical spending decisions.
The Big Picture
OCTOBER 26, 2022
My mid-week morning train reads: • Fed Is Losing Billions, Wiping Out Profits That Funded Spending : Central banks around the world paying more in interest Governments may need to make up holes at central banks The Marriner S. Eccles Federal Reserve building in Washington, DC. ( Bloomberg ). • There is a rosy projection for the US economy. Americans may not have felt it : 2.9% GDP?
Wealth Management
OCTOBER 26, 2022
Open, honest and candid discussions about the latest news in the RPA industry.
Nationwide Financial
OCTOBER 26, 2022
Recently, investors might feel that every rally in the S&P 500® Index will eventually end with aggressive selling, unleashing volatility and crushing investor sentiment. In times of peaking pessimism and extreme bearishness, investors often try to parse how the financial markets are reflecting an array of risks. After all, understanding risk is a crucial part of the investment process.
Advertisement
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
OCTOBER 26, 2022
Earlier decision vacated based on 11th Circuit decision.
Carson Wealth
OCTOBER 26, 2022
Kevin Oleszewski, CFP ® Senior Wealth Planner. As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting. The goal? A net neutral tax position. What Is Tax Loss Harvesting? I sort of think of tax loss harvesting as the eharmony of investment planning.
Wealth Management
OCTOBER 26, 2022
Demand for steady income in stocks is booming as money managers bid up companies with a history of paying out profits to shareholders.
Random Roger's Retirement Planning
OCTOBER 26, 2022
This post will revisit our look at the Simplify Macro Strategy ETF (FIG) thanks to a prompt from blogger Nomadic Samuel. FIG is a multi-asset/multi-strategy fund that tries to modernize a balanced portfolio by leveraging up to gain most of its equity exposure and balance out the leverage up by using strategies like managed futures and risk parity to leverage down in such a way that they are trying to mitigate the downside.
Advertisement
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
OCTOBER 26, 2022
Demand for steady income in stocks is booming as money managers bid up companies with a history of paying out profits to shareholders.
Trade Brains
OCTOBER 26, 2022
30 Important Candlestick Patterns : The stock market constitutes emotions as it consists of a large number of people. These emotions can be largely responsible for the movements in the market. As people tend to exhibit similar behavior when dealing with familiar situations, the overall market movements can be understood to an extent using candlesticks.
Yardley Wealth Management
OCTOBER 26, 2022
The post We Are All Human appeared first on Yardley Wealth Management, LLC. We Are All Human It’s easy for us to compare ourselves to other people whose successes look effortless or who seem to have it all. But that’s not fair to yourself and your own situation. Everybody’s different, and everybody has their own way of getting where they need to go.
Carson Wealth
OCTOBER 26, 2022
Aquanaut, by Rick Stanton, tells the incredible true story of how an amateur, although hugely experienced, cave diver was called to assist and ultimately rescue twelve Thai soccer boys and their coach who had disappeared in the Tham Luang Cave in Thailand in 2018. Their plight made international news, and their unbelievable rescue by an older retired firefighter, Stanton himself, is the stuff of legend.
Advertisement
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.
Expert insights. Personalized for you.
364 
Let's personalize your content