Calculated Risk
NOVEMBER 15, 2022
From the NY Fed: Total Household Debt Reaches $16.51 trillion in Q3 2022; Mortgage and Auto Loan Originations Decline The Federal Reserve Bank of New York's Center for Microeconomic Data today issued its Quarterly Report on Household Debt and Credit. The Report shows an increase in total household debt in the third quarter of 2022, increasing by $351 billion (2.2%) to $16.51 trillion.
Wealth Management
NOVEMBER 15, 2022
The marketing technology firm first announced the service at the 2021 AdviceTech.LIVE virtual conference.
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Calculated Risk
NOVEMBER 15, 2022
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Are US Rents Falling? A brief excerpt: After increasing at a pace unseen in US history from the Spring of 2021 to the middle of 2022, it appears as if US rent growth has slowed sharply over the past few months. Indeed, the most “high frequency” data (meaning most timely) suggest that US rents may have stopped increasing this Fall, and may actually have begun to decline.
Wealth Management
NOVEMBER 15, 2022
Much like the larger capital providers, lenders in the $2M to $20M financing space have become more cautious in how they underwrite deals.
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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
Abnormal Returns
NOVEMBER 15, 2022
Bonds Mortgage bond buyers are on strike. (wsj.com) After the sell-off, how attractive are muni bonds? (morningstar.com) Liquidity in the U.S. Treasury bond market has dried up. (ft.com) Strategy Rubin Miller, "Nothing about being a great investor requires imagination." (fortunesandfrictions.com) Ben Carlson, "You’re never going to get caught up in a Ponzi Scheme investing in a total stock market index fund.
Wealth Management
NOVEMBER 15, 2022
Institutional investors advised by the bank formed a joint venture with Haven Realty Capital to buy and develop entire communities of new homes, according to a statement Tuesday. The partners are seeding the venture with three communities in the Atlanta area, and will eventually deploy $415 million in equity.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 15, 2022
Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.
Nerd's Eye View
NOVEMBER 15, 2022
Welcome back to the 307th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Stacey Hyde. Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. What's unique about Stacey, though, is how, to gain more flexibility and independence for her firm, she and her partner decided to drop their FINRA licenses and launch their own RIA…
Wealth Management
NOVEMBER 15, 2022
Tools to use when portfolios have taken a hit.
Calculated Risk
NOVEMBER 15, 2022
Earlier this year I wrote: Housing: Don't Compare the Current Housing Boom to the Bubble and Bust. I argued the 1978 to 1982 period was a more similar period for housing. One of the graphs I presented was of year-over-year inflation. Click on graph for larger image. This graph shows the year-over-year change in inflation since 1959. The black arrows point to the pickup in 1979 and in 2021.
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
NOVEMBER 15, 2022
The record amount of civil penalties was driven in part by the fines against some large Wall Street firms for failing to preserve text message communications on personal devices.
Pragmatic Capitalism
NOVEMBER 15, 2022
I’ve had three big investing epiphanys in my investing career. The first big epiphany was that macro matters much more than micro.
Wealth Management
NOVEMBER 15, 2022
Flourish Financial's Ben Cruikshank discusses how advisors should get a solid understanding of crypto in order to fully give clients holistic advice.
Mish Talk
NOVEMBER 15, 2022
Producer Price Index from BLS, chart by Mish. Please consider the BLS Producer Price Index report for October 2022. PPI Key Month-Over-Month Details The Producer Price Index for final demand increased 0.2 percent in October, seasonally adjusted. Final demand prices rose 0.2 percent in September and were unchanged in August. In October, the rise in the index for final demand can be attributed to a 0.6-percent advance in prices for final demand goods.
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
NOVEMBER 15, 2022
The proptech industry is not planning layoffs at this point, according to Commercial Observer. The Financial Brand looks at Chase’s new digital management platform for multifamily landlords. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
NOVEMBER 15, 2022
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, Retail sales for October will be released. The consensus is for a 0.9% increase in retail sales. • At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for October.
Wealth Management
NOVEMBER 15, 2022
The lift-out of its wealth management business is only the beginning of Choreo’s relationship with the national CPA practice, say firm leaders.
A Wealth of Common Sense
NOVEMBER 15, 2022
Boring is better this year in the markets. The more exciting your portfolio, the worse your performance is in this bear market. Those old stodgy blue chip stocks in the Dow that pay dividends and have stable cash flows are crushing the innovation-led stocks that have more potential than profits in 2022. This is in stark contrast to the FOMO days of 2020 and 2021 when it felt like the only place to put your money was the.
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
NOVEMBER 15, 2022
Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.
The Reformed Broker
NOVEMBER 15, 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: ?Gridlock – “Control of Congress Remains at Stake as Democrats Fend Off Anticipated ‘Red Wave’” ?Goldman on Inflation – GS strategist sees Core PCE getting cut in half over the next year to 2.
Wealth Management
NOVEMBER 15, 2022
Their fortunes plummeting, crypto titans from Changpeng Zhao to the Winklevoss twins are eager to differentiate their businesses from the now-bankrupt exchange.
The Reformed Broker
NOVEMBER 15, 2022
Bank of America double upgrades Netflix to buy from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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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
NOVEMBER 15, 2022
Schwab Advisor Services' Jalina Kerr discusses how RIAs must be intentional about how they drive meaningful organic growth.
Abnormal Returns
NOVEMBER 15, 2022
Research Trend following loves extreme levels of macro uncertainty. (mrzepczynski.blogspot.com) How to create your own CTA-style strategy. (insights.finominal.com) An examination of contrarian fund managers. (papers.ssrn.com) How hedge funds use ETF options to express views. (papers.ssrn.com) What allocators need to know about AI. (institutionalinvestor.com) PE managers cater to investors, often to their detriment.
Wealth Management
NOVEMBER 15, 2022
Their fortunes plummeting, crypto titans from Changpeng Zhao to the Winklevoss twins are eager to differentiate their businesses from the now-bankrupt exchange.
The Irrelevant Investor
NOVEMBER 15, 2022
Today’s Animal Spirits is brought to you by AcreTrader and Composer: See here for more information on AcreTrader and here for AcreTrader disclosures See here for more information on Composers’ new one-click portfolio and here for Composer disclosures On today’s show we discuss: FTX Held less than $1B in liquid assets against $9B in liabilities FTX’s balance sheet was bad FTX balance sheet, reveale.
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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
NOVEMBER 15, 2022
Base salaries expected to increase 4% to 5% for a second straight year.
David Nelson
NOVEMBER 15, 2022
David joins TD Ameritrade Network Nicole Petallides to discuss Amazon’s announcement of a 10,000 reduction in headcount.
Wealth Management
NOVEMBER 15, 2022
Mayor Eric Adams said the city would aim to expand eligibility and use of a rental-assistance program known as the City Family Homelessness and Eviction Prevention Supplement, including by paying landlords in expensive neighborhoods who rent to voucher-holders a bonus of about one month’s rent.
Nationwide Financial
NOVEMBER 15, 2022
Key Takeaways: Discussing parent’s or other loved one’s potential long-term care and elder care needs should be done in person if at all possible, not by phone or email. That’s why, with the right strategy and some thoughtful planning, the holidays can be a great time to discuss long-term care (LTC) and elder care planning. According to the 2021 Nationwide Long-term Care Study, as a result of the pandemic, 88% of adults feel it is more important than ever to have a long-term care plan in place.
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