Tue.Jul 26, 2022

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Case-Shiller: National House Price Index increased 19.7% year-over-year in May

Calculated Risk

S&P/Case-Shiller released the monthly Home Price Indices for May ("May" is a 3-month average of March, April and May prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P: S&P Corelogic Case-Shiller Index Reports Annual Home Price Gain Of 19.7% In May The S&P CoreLogic Case-Shiller U.S.

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Most Advisors Say Single-Stock ETFs Should Be 'Avoided Like the Plague'

Wealth Management

Advisors say single-stock ETFs are more appropriate for short-term institutional traders who understand the inherent risks, not for retail clients.

Retail 279
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Freddie Mac: Mortgage Serious Delinquency Rate decreased in June

Calculated Risk

Freddie Mac reported that the Single-Family serious delinquency rate in June was 0.76%, down from 0.80% May. Freddie's rate is down year-over-year from 1.86% in June 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".

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Co-Warehousing Comes to the Industrial Sector

Wealth Management

How one private equity real estate firm is trying to bring flexible industrial facilities to the market in U.S. cities with its Portal Warehousing offering.

Marketing 264
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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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New Home Sales Decrease Sharply to 590,000 Annual Rate in June

Calculated Risk

The Census Bureau reports New Home Sales in June were at a seasonally adjusted annual rate (SAAR) of 590 thousand. The previous three months were revised down significantly. Sales of new single?family houses in June 2022 were at a seasonally adjusted annual rate of 590,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.

Sales 344
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UBS Global Wealth Management Profit Drops in Q2

Wealth Management

The 11% decline comes in the midst of what UBS Group CEO Ralph Hamers called “one of the most challenging periods for investors” in the last decade.

More Trending

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Four Information Management Barriers Wealth Management Professionals Face

Wealth Management

The digitalization of the wealth management industry has brought on unique demands, shifting from personal interactions to multi-communication channels.

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#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

Nerd's Eye View

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine. Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. What's unique about Amy, though, is how she managed the complexities of starting her own RIA focused on Gen X women, and then dealt with unexpected growing pains as her business development worked ‘too wel

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$4B AUM Frontier Wealth Management Joins Captrust

Wealth Management

Captrust's Rush Benton sees no slowdown in deals on the horizon, despite the lull in the economy.

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July Vehicle Sales Forecast: Increase to 13.3 million SAAR

Calculated Risk

From WardsAuto: Not a Surge but July U.S. Light-Vehicle Sales Tracking Above Past Two Months (pay content). Brief excerpt: "Wards Intelligence partner LMC Automotive is pegging the entire year at 14.3 million units, meaning the second-half SAAR will have to total 14.8 million units, up from first-half 2022’s 13.7 million." Click on graph for larger image.

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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Eight Must Reads for the CRE Industry Today (July 27, 2022)

Wealth Management

Investment sales of commercial properties are slowing down as potential buyers face a more stringent lending requirement, reports The Wall Street Journal. Vox looks at whether U.S. suburbs can be remade for the better. These are among today’s must reads from around the commercial real estate industry.

Sales 246
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Comments on May Case-Shiller and FHFA House Price Increases

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller National Index up 19.7% Year-over-year in May Excerpt: Both the Case-Shiller House Price Index (HPI) and the Federal Housing Finance Agency (FHFA) HPI for May were released today. Here is a graph of the month-over-month (MoM) change in the Case-Shiller National Index Seasonally Adjusted (SA).

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Real Estate vs. Stocks vs. Bonds vs. Inflation

A Wealth of Common Sense

A reader asks: Many right now are saying real estate is the only way to get a real return in a safe manner. Will you post some data on real estate vs. bonds vs. stocks? You always have to be careful when you use the word “safe” when it comes to investing. An investment that feels safe now could be very risky in the future and vice versa.

Assets 145
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The Make or Break Moment for Stocks

The Reformed Broker

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: ?Make or break moment – “Weak Earnings Reports Aren’t Fazing Investors After Brutal Year for Stocks” ?Recession is Consensus – Food price inflation crowding out spending on other goods, most no.

Food 141
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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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It’s Earnings Season

The Irrelevant Investor

The bad news is that the percentage of companies beating earnings is the lowest it’s been since 2015. The good news, at least in the short term, is that not bad might be good enough. Google, which missed on the top and bottom line for the second quarter, is up 3% in the after hours. The stock was down 30% from its highs going into the print, so it appears that investors had discounted the disappointment.

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Clips From Today’s Halftime Report

The Reformed Broker

Final Trades: NXP Semi, Broadcom & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Vanguard Tells Investors Bonds Are Attractive After First-Half ‘Horror Show’

Wealth Management

“Corporates, municipals, high yield, and emerging markets present more opportunity than any time in the recent past.

Marketing 130
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Research links: strict risk management

Abnormal Returns

Inflation Hedging inflation is harder than it looks. (insights.factorresearch.com) Can Twitter be used to forecast inflation? (alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes. (morningstar.com) How have multi-factor portfolios performed in practice. (papers.ssrn.com) Individual behavior Individual investors boosted their trading activity during the pandemic.

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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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Billionaire Wharton Dropout Peltz Warns Big Tech Dominance Over

Wealth Management

The founder of Trian Fund Management also discusses activist investing and the economy.

Economy 130
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Tuesday links: when doing the right thing feels wrong

Abnormal Returns

Markets What new lows tell us about the state of the bear market. (ofdollarsanddata.com) Regulatory arbitrage is feature, not a bug, of crypto. (bloomberg.com) A bear market has come for collectible sneakers. (wsj.com) Retail Walmart's ($WMT) earnings miss is good news for customers. (tker.co) Shopify ($SHOP) is laying off 10% of its workforce. (wsj.com) Amazon ($AMZN) is raising Prime fees in Europe.

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‘Cryptojacking’ Attacks on Financial Firms Surge, Report Says

Wealth Management

The number of so-called cryptojacking attacks on financial companies more than tripled in the first half from a year earlier.

Numbers 130
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14 Best Money Books For Kids!

Clever Girl Finance

Want to raise money-savvy kids? We’ve rounded up the best money books for kids to help you guide them into early financial literacy! Introducing money and the principles surrounding it as early as you can help tremendously to ensure your kids grasp the ideas. Grasping the ideas behind money principles is the first step before they can put the principles into practice.

Investing 102
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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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NYC Companies Pledge $8 Million to Tackle Homelessness Crisis

Wealth Management

Businesses ranging from Pfizer Inc. to Silvercup Studios will fund the Homeless Assistance Fund that will provide services to people living on the streets or experiencing mental illness.

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Client engagement is a blessing

Million Dollar Round Table (MDRT)

By Antoinette Tuscano You can tell clients you’re a caring person who wants to help others, and they might believe you. Or you can show them by inviting them to be part of your efforts to help. Then you become the financial advisor who stands out from the crowd and who they’re proud to refer to their friends and family. “I would be philanthropic regardless of my profession,” said Katherine Kimball, B.S., a five-year MDRT member from Lynn, Massachusetts, USA.

Clients 98
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Louis Vuitton Speedy Sizes: An Overview

Clever Girl Finance

Image source: andersphoto - stock.adobe.com. Are you looking for the ultimate finishing touch to your ensemble? How about the Louis Vuitton Speedy – a timeless piece that will elevate your look to perfection while injecting some serious glam into your style. But with all the Louis Vuitton Speedy sizes available, which one is right for you? Here's everything you need to know about Louis Vuitton Speedy sizes, including the bag's structure and how to choose the best design for every occasion.

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9 Best Investments to Make a Profit During Inflation

Good Financial Cents

Are you worried about a surge in inflation? What about hyper-inflation? The prices of goods and services have been steadily rising, while the value of the dollar has been declining. This can be concerning for anyone who is looking to protect their wealth and make a profit. The CPI (Consumer Priced Index) soared to an increase of 9.1% from the last year.

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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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Wall Street’s Forecasts Need To Adjust

Validea

Wall Street has been scrambling to readjust its recession calls since the Fed raised rates last month, and now most models predict the probability of a recession within the next year has doubled to more than 50%, reports an article in Barron’s. As a result of those predictions, Treasury yields have dropped as investors seek other refuges. But stocks have risen 3% since the rate hike, with many analysts forecasting double-digit earnings growth from now until the end of the year.

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ANZUP is fighting cancer, below the belt

Accounting for Good

The post ANZUP is fighting cancer, below the belt first appeared on ACCOUNTING FOR GOOD.

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There’s Value In Value

Validea

Nearly every asset class has been bruised by this year’s market, with the speculative ones battered the worst, details an article in Forbes. With the S&P 500 down more than 21%, high-quality stocks and bonds have also been pummeled, especially with blue chip stocks such as Amazon, Meta, and Alphabet down 31%. Value stocks have fared a bit better, but bonds have dropped significantly; the long-term treasuries in the TLT basket are down over 25% and corporate bonds have fallen 16%.

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Webinar: State of the Market Halfway Through 2022

Walkner Condon Financial Advisors

When it comes to finances and investing, 2022 has started in a rocky fashion. The lasting impacts of COVID-19 – including its continued effect on supply chain snags – and Russia’s invasion of Ukraine have had a hand in the increasing impact of inflation, as well as the rollercoaster ride of the stock markets. And regardless of whether you have an advisor or you manage your own investments, you’d be lucky to be down only a few percent year-to-date.

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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.