Wealth Management
SEPTEMBER 27, 2022
There’s a limited time in the life cycle of an asset class where it’s financially advantageous to buy in. For self-storage real estate, that time is now—but not for long.
Calculated Risk
SEPTEMBER 27, 2022
Freddie Mac reported that the Single-Family serious delinquency rate in August was 0.70%, down from 0.73% July. Freddie's rate is down year-over-year from 1.62% in August 2021. Freddie's serious delinquency rate peaked in February 2010 at 4.20% following the housing bubble and peaked at 3.17% in August 2020 during the pandemic. These are mortgage loans that are "three monthly payments or more past due or in foreclosure".
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
SEPTEMBER 27, 2022
$1.2B FourThought Private Wealth joins Focus in Florida, Ancora Holdings Acquires Alpha Insurance in Ohio.
Pragmatic Capitalism
SEPTEMBER 27, 2022
Here are some things I think I am thinking about. 1. T-Bills at 4% are a screaming deal.
Advertisement
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Wealth Management
SEPTEMBER 27, 2022
Fannie Mae has a plan to help renters with low credit scores, reports USA Today. New York’s port has become the busiest in the U.S., according to the New York Post. These are among today’s must reads from around the commercial real estate industry.
Meb Faber Research
SEPTEMBER 27, 2022
Episode #445: Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles Guest: Jeff Currie is Goldman Sachs’ global head of Commodities Research. Date Recorded: 9/16/2022 | Run-Time: 47:04 Summary: In today’s episode, Jeff shares why he called for a commodity supercycle almost two years ago and where […].
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
SEPTEMBER 27, 2022
Markets Investors are rightfully bearish, but bear markets eventually end. (thereformedbroker.com) Everything sucks. Five things that could go right. (ramp.beehiiv.com) Protective puts are in fashion. (ft.com) Companies As a company, Nvidia ($NVDA) is not afraid of taking risk. (stratechery.com) Netflix ($NFLX) is building its own gaming studio. (engadget.com) The most recent class of IPOs have been a bust.
Wealth Management
SEPTEMBER 27, 2022
Wednesday, October 12, 2022 | 4:00 PM ET
Nationwide Financial
SEPTEMBER 27, 2022
Key Takeaways: Nearly nine in 10 Hispanic adults said they are concerned about current levels of inflation in the country. Hispanic adults who work with financial professionals were less likely to have postponed retirement than those who are not. Many Hispanic clients are seeking help around maximizing Social Security benefits. For Hispanic Heritage Month (Sept. 15 – Oct. 15), we’re turning the spotlight on the second-largest demographic and fast-growing segment of the U.S. population.
Wealth Management
SEPTEMBER 27, 2022
Thursday, October 06, 2022 at 2:00 PM ET
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.
Steven J. Wilson
SEPTEMBER 27, 2022
The 3 types of keywords are: 1. Short-tail keywords: These are typically one or two-word phrases that are very general in nature. They have high search volume but low relevance to your specific product or service. 2. Long-tail keywords: These are usually 3-5 word phrases that are more specific and relevant to your product or. Read more. The post What are the 3 types of keywords?
Nationwide Financial
SEPTEMBER 27, 2022
Key Takeaways: Social selling is a great way to gain new clients, reach sales goals, and build relationships with existing clients online. Strategy is important when social selling on any platform—what and when you post makes a difference! There are many tools available to you to help get started selling online. Many design tools to create images and videos can be downloaded for free, and marketing tools like Gainfully, accessible from Nationwide, are available to help simplify content creation.
Steven J. Wilson
SEPTEMBER 27, 2022
You use keywords effectively by sprinkling them throughout your content in a way that feels natural, not forced. The best use of keywords is to place them in your titles, headings, URL, and text body. Where to use keywords for the best results It’s a must that you add your keyword in specific places within. Read more. The post How do you use keywords?
James Hendries
SEPTEMBER 27, 2022
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the same time can be a challenge. But take heart — you may be able to reach both goals if you make some smart choices now. Know what your financial needs are.
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.
Steven J. Wilson
SEPTEMBER 27, 2022
We use keywords because they help us to optimize our website online listings for search engines. By including relevant keywords in your content, we can improve your chances of ranking high in search engine results pages (SERPs) since the algorithm will better understand the page. This, in turn, can lead to more traffic and customers. Read more. The post Why do we use keywords?
James Hendries
SEPTEMBER 27, 2022
The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. Now that interest rates have moved substantially higher, we believe opportunities in fixed income have improved and are looking to add back to certain areas within fixed income that may benefit.
Steven J. Wilson
SEPTEMBER 27, 2022
Yes, keywords can be two words. They can be any length as long as your target audience is using them. The longer the keywords are, the more difficult they will be to rank for. So make sure the length of your keywords is actually used in search results. This is because it’s not likely that. Read more. The post Can keywords be two words? appeared first on Steven J.
Trade Brains
SEPTEMBER 27, 2022
Top Stocks under Rs 95 : Many of us start our journeys in the stock market with hopes to earn a quick buck. We hear that people buy stocks, keep them in their account for some time and then sell them at a higher price. Anyone with common sense could know that. Albeit, the tough part is knowing which stock to invest in. Some of them think that they could choose the Top stocks under Rs 95.
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.
Steven J. Wilson
SEPTEMBER 27, 2022
An example of a keyword would be “desserts” if you were writing a recipe book with desserts. You would not want to be vague and say things like cookbook because that is broad. For example, someone wanting to learn about the Carnivore diet would not be looking for a cookbook that focuses on desserts. Some. Read more. The post What are keywords examples?
Walkner Condon Financial Advisors
SEPTEMBER 27, 2022
On every vacation we go on, my kids say something to the effect of, “This is the best vacation ever!” I typically follow up that statement with the question “What about that other vacation you said was the best?” And they respond, “Oh yeah! That was my favorite too!”. Is each vacation we take truly the “best” we’ve ever been on? Are we just upping the ante and topping each trip we take with a more exciting one?
Nationwide Financial
SEPTEMBER 27, 2022
Thoughts. Equity market momentum reflects the near-universal pessimism of investors, with the S&P 500® Index falling in five of the last six weeks and briefly breaching the June low on Friday. Tightening global financial conditions is pressuring bond yields, with the 2-year Treasury yield at the highest level since 2007 and the yield curve at the most inverted level since 2000.
Random Roger's Retirement Planning
SEPTEMBER 27, 2022
Part of my post market routine everyday is to run through to see where the dust settled on the overall portfolio plus the myriad of other things I keep tabs on including several risk parity funds and I continue to be astounded by how badly it is doing. I've been intrigued by the strategy since I first heard about it but leveraging up on treasuries just never make any sense to me with rates being low.
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.
Nationwide Financial
SEPTEMBER 27, 2022
Key Takeaways: Social selling is a great way to gain new clients, reach sales goals, and build relationships with existing clients online. Strategy is important when social selling on any platform—what and when you post makes a difference! There are many tools available to you to help get started selling online. Many design tools to create images and videos can be downloaded for free, and marketing tools like Gainfully, accessible from Nationwide, are available to help simplify content creation.
Calculated Risk
SEPTEMBER 27, 2022
From Matthew Graham at Mortgage News Daily: Mortgage Rates Now at 20-Year Highs The most recent historical high water market for mortgage rates was "14 years." It was broken so many times in September that we officially declared it to be boring last Tuesday. Now, less than a week later, 14-year highs would be more exciting than boring. As of mid-day today, we're officially at 20 year highs. [ 30 year fixed 6.87% ] emphasis added Tuesday: • At 8:30 AM ET, Durable Goods Orders for August from the
Expert insights. Personalized for you.
264 
Let's personalize your content