Calculated Risk
FEBRUARY 8, 2023
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 7.4 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending February 3, 2023. The Refinance Index increased 18 percent from the previous week and was 75 percent lower than the same week one year ago.
The Chicago Financial Planner
FEBRUARY 8, 2023
Contrary to what some politicians might say, your Social Security benefits are not an entitlement. You’ve paid Social Security taxes over the course of your working life and you’ve earned these benefits. Many retirees and others collecting Social Security wonder about the tax treatment of their benefit. The answer to the question in the title is that your Social Security benefits may be subject to taxes.
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Calculated Risk
FEBRUARY 8, 2023
From the U.S. Courts: Bankruptcy Filings Drop 6.3 Percent Bankruptcy filings fell 6.3 percent for the 12-month period ending Dec. 31, 2022, continuing a fall that coincided with the start of the COVID-19 pandemic. But individual filings under Chapter 13 increased significantly. Annual bankruptcy filings in calendar year 2022 totaled 387,721, compared with 413,616 cases in 2021, according to statistics released by the Administrative Office of the U.S.
Wealth Management
FEBRUARY 8, 2023
The barriers between personal and professional life are blurring.
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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
Calculated Risk
FEBRUARY 8, 2023
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in January A brief excerpt: This is the first look at local markets in January. I’m tracking about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
Wealth Management
FEBRUARY 8, 2023
The Nebraska Supreme Court held that the owners of Crete Carrier Corp., a major U.S. trucking company, failed to abandon their domicile in Nebraska for a permanent residence in Florida.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 8, 2023
Harbor Group International spent $2.7 billion on multifamily properties in 2022 and is out hunting for deals again this year.
The Reformed Broker
FEBRUARY 8, 2023
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: ►Bear Market Rallies – Another bear market rally or a new bull market? ►AI Bubble of 2023 – ChatGPT had over 100 million users in January.
Wealth Management
FEBRUARY 8, 2023
A school’s use of home equity can be financially brutal for families looking for financial aid. But colleges assess the asset differently.
Abnormal Returns
FEBRUARY 8, 2023
Markets Ben Carlson, "Don’t buy or sell or hold anything because someone on TV or YouTube or Twitter or a blog or a TikTok video tells you to." (awealthofcommonsense.com) Neil Dutta, "In my view, what makes someone worth listening to is whether their thought process makes sense. It is not enough to point to this indicator or that one." (businessinsider.com) AI AI-powered search could help kill off the link ecosystem.
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
FEBRUARY 8, 2023
Regardless of the nature of the task you are looking to outsource, there will always be components that will remain the responsibility of your internal team.
Calculated Risk
FEBRUARY 8, 2023
With the pandemic, there was a surge in 2nd home buying. I'm looking at data for some second home markets - and I'm tracking those markets to see if there is an impact from lending changes, rising mortgage rates or the easing of the pandemic. This graph is for South Lake Tahoe since 2004 through January 2023, and shows inventory (blue), and the year-over-year (YoY) change in the median price (12-month average).
Wealth Management
FEBRUARY 8, 2023
A collection of 21 new ETFs were brought to the market during the first month of 2023.
Abnormal Returns
FEBRUARY 8, 2023
Investing When you save matters as much as your investing returns. (awealthofcommonsense.com) Millionaires likely didn't get rich through their investments. (ofdollarsanddata.com) What red flags you should keep an eye out for with new investments. (ritholtz.com) Social media finance gurus gloss over a lot of the tough stuff. (thisisthetop.substack.com) What to know about measuring yield.
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
FEBRUARY 8, 2023
The Examinations Division will continue to focus on ESG and look for firm policies that are “reasonably designed" to comply with the SEC's marketing rule.
Calculated Risk
FEBRUARY 8, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for 194 thousand initial claims, up from 183 thousand last week.
Wealth Management
FEBRUARY 8, 2023
RIAs are more likely to add a new custodial relationship than unwind an existing one, presenting an opportunity for emerging custodians to make inroads, according to a new Cerulli report.
The Reformed Broker
FEBRUARY 8, 2023
Uber’s earnings prove it’s not a ‘pandemic stock,’ says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Halftime Report 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
FEBRUARY 8, 2023
Once the company finds a new chief executive, Moore will become executive chairman of the board.
The Big Picture
FEBRUARY 8, 2023
I am back home after a busy three days in Miami for the giant ETF Exchange conference. It’s a very busy industry event – I suspect a ton of business is done, deals closed, and sales made. It’s also a monster networking event, where you get to meet new people and see old friends. It’s about 40% RIAs, 60% industry — ETF providers, servicers, fintech, and other industry stalwarts.
Wealth Management
FEBRUARY 8, 2023
The popular financial visualization software company continues to grow its user base, staff and integration partners.
Good Financial Cents
FEBRUARY 8, 2023
To help you find ideas, I’ve compiled a list of 50 ways you can make money as a teenager. Table of Contents How to Make Money as a Teenager Online Jobs for Teens 1. Taking Online Surveys 2. Swagbucks 3. Shop with Rakuten 4. Making YouTube Videos 5. Start a Blog 6. Make and Sell Crafts on Etsy 7. Sell Your Services on Fiverr and Upwork 8. MusicXRay 9.
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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
FEBRUARY 8, 2023
Make no mistake, a plan to raise the retirement age is a plan to cut benefits.
Advisor Perspectives
FEBRUARY 8, 2023
Surveying your clients and prospects is essential, especially as we continue to confront a major shift in how we live our lives.
Wealth Management
FEBRUARY 8, 2023
The Los Angeles Lakers star has built a $1.1 billion fortune by being a dominant force on the basketball court and an active dealmaker and investor on the side.
Nationwide Financial
FEBRUARY 8, 2023
The stock market’s impressive rally in January, which saw the S&P 500® Index rise over 6% and the Nasdaq Composite climb nearly 11% for the month, brightened the mood among investors after last year’s volatility. Only twice since World War II has the stock market followed double-digit losses in the previous year, with a gain of over 5% in January.
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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
FEBRUARY 8, 2023
Multifamily rents leveled off in January after dipping in the fourth quarter of 2022, reports Yardi Matrix. Green Street analysis says that falling commercial property prices are at or near their bottom. These are among today’s must reads from around the commercial real estate industry.
NAIFA Advisor Today
FEBRUARY 8, 2023
Brett L. Moore, CFP ® , grew up in the insurance and financial services business. His father, long-time NAIFA member William C. Moore, CFP ® , founded W.C. Moore Financial Services, LLC , and Moore remembers spending hours at his dad’s office, stuffing financial papers into plastic sheets and helping out any way he could.
Wealth Management
FEBRUARY 8, 2023
Brookfield Asset managed $418 billion in fee-bearing capital at the end of December — up 15% — across asset classes including real estate, infrastructure, credit, private equity and renewable power.
Advisor Perspectives
FEBRUARY 8, 2023
Few of us would sacrifice happiness at the altar of wealth. Financial advisors who add immeasurable value to their clients are focused on both.
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