The Big Picture

SEPTEMBER 29, 2022

For years, we have heard that “there is no alternative” – TINA – to equities, and that thanks to the Fed, “Cash is trash.”. No longer. The Federal Reserve, in its belated attempt to fight inflation, has cranked up rates to the point where today, there is an alternative to stocks: Bonds. It’s been over two decades since the Fed first began panic cutting interest rates in response to such events as the 1998 Long Term Capital Management implosion, the 2000 dotcom crash (2001-03), the Septembe

Economy 312

Economy Taxes Marketing Marketing 312

Wealth Management

SEPTEMBER 29, 2022

The scorching pace of rent growth will slow, but solid fundamentals mean the outlook for multifamily investment remains bullish even amid some concerns about availability of capital, according our latest exclusive WMRE Multifamily Research Report.

Investing 290

Investing Investments 290

Nerd's Eye View

SEPTEMBER 29, 2022

As an individual begins planning for retirement, one of the factors often considered is whether (and where) they might relocate to enjoy their retirement. When evaluating their potential options across the U.S., a state’s income tax rules can have a significant impact on where they might choose to live. The perception of a state as having high or low taxes could make it more or less attractive for someone choosing where to relocate, and those perceptions are often skewed by the state’

Taxes 246

Taxes Retirement Retirement Planning Clients 246

Wealth Management

SEPTEMBER 29, 2022

The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion.

Wealth Management 289

Wealth Management Wealth Advisor Management Planning 289

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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

Clients

Calculated Risk

SEPTEMBER 29, 2022

Today, in the Calculated Risk Real Estate Newsletter: Pace of Rent Increases Continues to Slow A brief excerpt: Here is a graph of the year-over-year (YoY) change for these measures since January 2015. All of these measures are through August 2022 (Apartment List through September 2022). Note that new lease measures (Zillow, Apartment List) dipped early in the pandemic, whereas the BLS measures were steady.

Marketing 246

Marketing Marketing 246

Wealth Management

SEPTEMBER 29, 2022

Retail stores that have traditionally only been seen in malls are now moving out and finding new opportunities to establish standalone storefronts, and vice versa.

Retail 279

Retail 279

Wealth Management

SEPTEMBER 29, 2022

Connected experience can help employees understand their choices.

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Calculated Risk

SEPTEMBER 29, 2022

From the NAR: Pending Home Sales Dropped 2.0% in August Pending home sales sagged for the third straight month in August, according to the National Association of REALTORS®. Three out of four major regions experienced month-over-month decreases in transactions, however, the West saw a modest gain. Year-over-year, all four regions posted double-digit declines.

Sales 245

Sales Economy 245

Wealth Management

SEPTEMBER 29, 2022

Those without adequate expertise and support should leave well enough alone.

Insurance 278

Insurance 278

Calculated Risk

SEPTEMBER 29, 2022

Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. For in depth description of these issues, see Jed Kolko's article from 2014 "Let’s Improve, Not Ignore, Seasonal Adjustment of Housing Data" Note: I was one of several people to question the change in the seasonal factor (here is a post in 2009 ) - and this led to S&P Case-Shiller questioning the seasonal factor too ( from April 2010

Sales 237

Sales 237

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.

Management

Wealth Management

SEPTEMBER 29, 2022

The stock market's recent rout implies a 92% probability of US recession, up from 51% in August.

Marketing 267

Marketing Marketing 267

Calculated Risk

SEPTEMBER 29, 2022

From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 3.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending September 23, 2022. The Refinance Index decreased 11 percent from the previous week and was 84 percent lower than the same week one year ago.

Economics 237

Economics 237

Wealth Management

SEPTEMBER 29, 2022

The firm has hired John Morrison, portfolio manager at Dimensional Fund Advisors, to run the RIA, which aims to help startup employees plan around option-rich, but cash-poor, wealth.

Startup 264

Startup Portfolio Management Portfolio Planning 264

The Big Picture

SEPTEMBER 29, 2022

My mid-week morning train WFH reads: • Treasury 10-Year Yield Rises Above 4% to Highest Since 2008 : Treasury 10-year yields climbed above 4% to the highest level since October 2008, as investors were rattled by Federal Reserve hawkishness and concern over potential Japanese sales of US government debt. An index of US sovereign securities extended its worst year since at least the 1970s after St.

Government 183

Government Banking Sales Assets 183

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.

Numbers

Wealth Management

SEPTEMBER 29, 2022

U.S. apartment construction is on pace to reach a 50-year high, according to data from Yardi Matrix. A new report from Cohen & Steers outlined how the best real estate returns often come after recessions. These are among today’s must reads from around the commercial real estate industry.

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264

Pragmatic Capitalism

SEPTEMBER 29, 2022

Is the Federal Reserve tightening policy too far and too fast?

Economy 136

Economy 136

Wealth Management

SEPTEMBER 29, 2022

Burrows Capital Advisors, led by 30-year industry veteran Don Burrows, will be affiliating with Totus Wealth Management, an OSJ that joined Cetera last year.

Wealth Management 264

Wealth Management Management 264

Abnormal Returns

SEPTEMBER 29, 2022

Markets Less than 10% of Nasdaq stocks are above their 200-day moving average. (theirrelevantinvestor.com) The Nasdaq has been outperforming the S&P 500 since June. (allstarcharts.com) IPOs are down to GFC-type levels. (ft.com) Strategy If you have to speculate in the markets, at least follow these guidelines, including 'Do not speculate on the margin.

Financial Advising 130

Financial Advising Media Banking Sales 130

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.

Accounting

Wealth Management

SEPTEMBER 29, 2022

The association’s Board of Directors names current Treasurer Claudia Cypher Kane to succeed 2023 President James Lee.

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264

The Reformed Broker

SEPTEMBER 29, 2022

Apple is actually a detractor from the market today, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.

Marketing 130

Marketing Marketing 130

Wealth Management

SEPTEMBER 29, 2022

The global head of ETFs at AllianceBernstein discusses drive behind the funds as an investment tool and how they fit within the current market environment.

Marketing 262

Marketing Marketing Investments Investing 262

Good Financial Cents

SEPTEMBER 29, 2022

In this guide, we’re going to present the 10 best long-term investment strategies for 2022. The reason we’re providing 10 is because there’s no single investment strategy that’s right for all investors, and in all investment environments. By covering 10, we’re providing an opportunity to mix several strategies to provide the right combination of liquidity, safety, income and long-term growth.

Investments 109

Investments Investing Retirement Planning Risk Tolerance 109

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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.

Accounting

Wealth Management

SEPTEMBER 29, 2022

Major co-working operators are reporting pre-pandemic occupancy rates, as more companies are investing in flex office space.

Investing 262

Investing Investments 262

Accounting for Good

SEPTEMBER 29, 2022

The post A look at some key accounting terms (and glossary) for the not-for-profit sector first appeared on ACCOUNTING FOR GOOD.

Accounting 98

Accounting 98

Wealth Management

SEPTEMBER 29, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

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251

NAIFA Advisor Today

SEPTEMBER 29, 2022

The NAIFA Family Response Fund is open to assist members of the association who suffer losses due to Hurricane Ian , which is expected to impact much of Florida as a potentially catastrophic storm. The Fund is also open to assist NAIFA members who suffered losses due to Hurricane Fiona in Puerto Rico and the federally declared Mississippi Water Crisis.

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98

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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?

Sales

Wealth Management

SEPTEMBER 29, 2022

Activity in ETFs tends to jump at times of turmoil because they’re easy to trade—investors can quickly pare risky positions, shift into safety or place directional bets.

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Steven J. Wilson

SEPTEMBER 29, 2022

After working hard to develop your personal brand, the public has finally started to see you as a trusted authority in your field. You have successfully communicated your value to your audience, and now, they perceive you as the go-to expert who can help solve their problems. But, what if you want to rebrand yourself now? Read more. The post 8 Results-Focused Steps On How To Rebrand Yourself appeared first on Steven J.

Communication 98

Communication 98

Wealth Management

SEPTEMBER 29, 2022

The Schwab Municipal Bond ETF, will be the cheapest in the municipal-bond market with an expense ratio.

Marketing 130

Marketing Marketing 130

Trade Brains

SEPTEMBER 29, 2022

Electronics Mart India Limited is coming up with its Initial Public Offering. The IPO will open for subscription on October 4th, 2022, and close on October 7th, 2022. It is looking to raise Rs. 500 Crores which will be a fresh issue. In this article, we will look at the Electronics Mart India IPO Review 2022 and analyze its strengths and weaknesses.

Electronics 93

Electronics Retail Sales Management 93

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Accounting