Calculated Risk
AUGUST 8, 2022
Inventory is still increasing, but the inventory build has slowed. Here are the same week inventory changes for the last four years: 2022: 5.0K 2021: 4.5K 2020: -14.0K 2019: -6.4K Inventory bottomed seasonally at the beginning of March 2022 and is now up 126% since then. Altos reports inventory is up 32.1% year-over-year and is now 24.4% above the peak last year.
The Reformed Broker
AUGUST 8, 2022
Why did the stock market bounce this summer? Everyone has their explanation: The Fed might pivot! Inflation readings have now peaked! Oil prices are down 25%! China is ending the lockdowns! The labor market is staying strong! Earnings are still coming in better than expected! All true. But there’s an even better reason that doesn’t invalidate any of the ones I’ve posted above.
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Calculated Risk
AUGUST 8, 2022
These indicators are mostly for travel and entertainment. It is interesting to watch these sectors recover as the pandemic subsides. Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of August 7th.
Wealth Management
AUGUST 8, 2022
The strongest providers with the best talent, distribution and technology are and will be ones that offer wealth and benefit services to participants.
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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
The Big Picture
AUGUST 8, 2022
My back-to-work morning train WFH reads: • The Metaverse Real Estate Boom Turns Into a Bust : The metaverse is in the midst of a real estate meltdown. Sales volumes and average prices for virtual land have plunged this year, part of a broader slide in crypto and non-fungible token prices. Soaring interest in virtual property spawned an industry that mirrors traditional commercial real estate—buyers develop land by adding virtual storefronts, and then sell or rent it to companies looking to set u
Wealth Management
AUGUST 8, 2022
Families play the long game. Their ability to weather major volatility without looking for exits makes them sought-after partners.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 8, 2022
A new charity giving opportunity to discuss with your clients.
Nerd's Eye View
AUGUST 8, 2022
Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. For financial advisors, effective messaging often tells the story of how their advisory practice serves clients, with the intent to resonate with the audience and inspire them to engage with the firm.
Wealth Management
AUGUST 8, 2022
On the heels of Q2 earnings report, Focus Financial launched partnership with Community Capital Technology for client lending.
Abnormal Returns
AUGUST 8, 2022
Podcasts Christine Benz and Jeff Ptak talk with Wade Pfau about how inflation affects retirement. (morningstar.com) Daniel Crosby talks with Ashvin Chhabra who is President and CIO of Euclidean Capital, the family office for James H. Simons & Marilyn H. Simons. (standarddeviationspod.com) Jeff Malec talks behavioral conversations with Brian Portnoy of Shaping Wealth.
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
AUGUST 8, 2022
A soft power tries to be less of a soft touch.
Abnormal Returns
AUGUST 8, 2022
Markets Joshua Brown, "2022’s volatility has been incredibly unique for this era – we haven’t seen a plus 20% or minus 10% year for the 60/40 stock-bond portfolio since 1975 up until now." (thereformedbroker.com) Ben Carlson, "The bond market is confused. The stock market is confused. The consumer is confused. I’m confused. The only people who aren’t confused either don’t understand what’s going on or aren’t paying attention.
Wealth Management
AUGUST 8, 2022
What are the most common errors advisors make when guiding their clients on Social Security decisions?
Fortune Financial
AUGUST 8, 2022
A recurring theme in my articles has been the importance of industry-level economics to the success of an investment; it is not uncommon for all participants in an industry with favorable dynamics to outperform, and, similarly, it is all too common for even the best operators in a poor industry to underperform. However, industry importance is not limited to economics; competitive structure is crucial as well.
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
AUGUST 8, 2022
Investors ranging from private equity groups to 1031 exchange buyers to vets looking for a place to put their retirement money are noticing the stability of vet clinics as an investment play.
Don Connelly & Associates
AUGUST 8, 2022
I don't think any financial advisor wakes up in the morning and intentionally sets out to fail. But I can think of many examples of advisors who unwittingly find ways to sabotage their efforts to build a successful practice. It's often the little things they are either unaware of or don't recognize as problems. But they're big enough to turn prospects and clients away from you.
Wealth Management
AUGUST 8, 2022
The firm had net new assets of $185 million during the quarter, and reported total client assets of $76.5 billion, down from $86 billion a year ago.
Norman Marks
AUGUST 8, 2022
I have heard that in one form or another over my career. The first came when I was an internal audit manager for a financial institution. The senior vice president for Human Resources said she was a big supporter of internal audit, but my team and I couldn’t audit her area. I asked why and […].
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
AUGUST 8, 2022
Urban Land Institute looks at what the newly passed climate bill will mean for the real estate industry. Yardi Matrix outlines the challenges of office-to-multifamily conversions. These are among today’s must reads from around the commercial real estate industry.
Random Roger's Retirement Planning
AUGUST 8, 2022
The last couple of months we've been having a ton of fun looking at what are hopefully very sophisticated portfolios that involve terms like capital efficiency, return stacking and leveraging down (that term is a Random Roger original). We've also looked at with how these portfolios are constructed, what the possible drawbacks might be and how to achieve similar results with much simpler portfolios that might avoid some of the drawbacks of the more sophisticated approaches.
Wealth Management
AUGUST 8, 2022
Top-earning Americans should be prepared for audit levels they haven’t seen in decades.
Envision Wealth Planning
AUGUST 8, 2022
Your investment returns aren’t performing as well as you planned. Singing the investment returns blues? So your Morningstar investment rating shows 5 stars, but your actual investment returns only show 1 star? What gives? I recently looked at a client’s portfolio and found a gap between the returns they expected and the returns they actually got.
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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
AUGUST 8, 2022
The real estate industry breathed a sigh of relief as changes to carried interest were stripped out of the Inflation Reduction Act, reports The Real Deal. The FDIC plans to increase its scrutiny of CRE loans, according to American Banker. These are among today’s must reads from around the commercial real estate industry.
Alpha Architect
AUGUST 8, 2022
How information affects asset prices is of fundamental importance. Public information flows through news, while private information flows through trading. We study how stock prices respond to these two information flows in the context of two major asset pricing anomalies— short-term reversal and momentum. Firms release news primarily during non-trading hours, which is reflected in overnight returns.
Wealth Management
AUGUST 8, 2022
Impending developments have the potential to affect property transactions from the perspective of acquisition, disposition, and financing. Importantly, even though only a small subset of PFAS are expected to be designated, many other PFAS are known to degrade into these constituents.
A Wealth of Common Sense
AUGUST 8, 2022
Today’s show is brought to you by Composer. See here for an easy way to invest using rules-based strategies. On today’s show, we spoke with Benjamin Rollert, CEO of Composer about investing using rules-based strategies and algorithms and how they fit within a portfolio. On today’s show we discuss: How Composer got started Examples of strategies on Composer How to invest using Composer Having a good strateg.
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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
AUGUST 8, 2022
The firm had net new assets of $185 million during the quarter and reported total client assets of $76.5 billion, down from $86 billion a year ago.
XY Planning Network
AUGUST 8, 2022
7 MIN READ. This article is a whole new format for RIA marketing education. “How to grow your RIA” is a big, dynamic topic to tackle in 5 steps and a single blog post, but I believe there’s power in simplicity. If you Google “how to grow an RIA” today, you’re met with more than 25 million results. Marketing your firm is an intimidating task as is, and with millions of articles you could read, it’s no wonder independent advisors are stressed.
Wealth Management
AUGUST 8, 2022
Stocks are mostly up over the last few weeks and so is Bitcoin.
MainStreet Financial Planning
AUGUST 8, 2022
“MainStreet Chalk Talk”. The MainStreet Financial Planning Discussion Club. When: Tuesday 8-16-22 at 730pm Eastern; 430pm Pacific. ~30-45 minutes. Recorded and able to retrieve for one week. How : Zoom Meeting, Free to ongoing clients; $10 for guests. Register here! Parenting Aging Parents. Hosted by: Jennifer Bush , CFP®. Guest commentators: Mike & Kim Barnes.
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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.
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