Calculated Risk
NOVEMBER 10, 2022
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Nov 5, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, increasing 42% above one year ago.
Wealth Management
NOVEMBER 10, 2022
It represents one recent example of venture capital’s bet on the human side of wealth management.
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Calculated Risk
NOVEMBER 10, 2022
From the MBA: Mortgage Delinquencies Decrease to New Survey Low in the Third Quarter of 2022 The delinquency rate for mortgage loans on one-to-four-unit residential properties decreased to a seasonally adjusted rate of 3.45 percent of all loans outstanding at the end of the third quarter of 2022, according to the Mortgage Bankers Association’s (MBA) National Delinquency Survey.
The Big Picture
NOVEMBER 10, 2022
This MoneyShow episode is now out from behind the paywall. Previously : Biggest Mistakes of UHNW Investors (October 25, 2021). The post Biggest Mistakes Made by UHNW Investors appeared first on The Big Picture.
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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
NOVEMBER 10, 2022
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.4 percent in October on a seasonally adjusted basis, the same increase as in September, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 7.7 percent before seasonal adjustment. The index for shelter contributed over half of the monthly all items increase , with the indexes for gasoline and food also increasing.
Wealth Management
NOVEMBER 10, 2022
Firm plans to cut leverage in half as its takes US unit public.
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Wealth Management
NOVEMBER 10, 2022
With scant details available, industry analysts say the coming Envestnet custodial service could be a game changer for the firm.
Calculated Risk
NOVEMBER 10, 2022
The Cleveland Fed released the median CPI and the trimmed-mean CPI this morning: According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.5% in October. The 16% trimmed-mean Consumer Price Index increased 0.4% in October. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".
Wealth Management
NOVEMBER 10, 2022
Boutique portfolio management firm in OK further expands the insurance giant’s wealth advisory arm.
Mish Talk
NOVEMBER 10, 2022
CPI data from the BLS, chart by Mish. The Consumer Price Index for All Urban Consumers (CPI-U) was unchanged in September on a seasonally adjusted basis after rising 1.3 percent in June, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 8.5 percent before seasonal adjustment. Key Points The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.4 percent in October on a seasonally adjusted basis, the same increase as in September.
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
NOVEMBER 10, 2022
With The Clash ringing in their heads, advisors often get stuck when trying to answer the proverbial question: “Should I stay or should I go?
Calculated Risk
NOVEMBER 10, 2022
The DOL reported : In the week ending November 5, the advance figure for seasonally adjusted initial claims was 225,000 , an increase of 7,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 217,000 to 218,000. The 4-week moving average was 218,750, a decrease of 250 from the previous week's revised average.
Wealth Management
NOVEMBER 10, 2022
The world’s largest bond market remains just as vulnerable to dislocations as it was during the chaotic days of 2020.
Mish Talk
NOVEMBER 10, 2022
Never before have we seen so much excitement over 7.7 percent inflation when the Fed's target is 2.0 percent. The following charts courtesy of StockCharts.Com tell the story. S&P 500 +5.54 Percent. Nasdaq 100 Index +7.49 Percent. ARKK +14.52 Percent. Kathie Wood's Ark fund rallied a whopping 14.52 percent. However those shares are so beat up the rally barely registers.
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
NOVEMBER 10, 2022
Why are 4 out of 5 advisors outsourcing more assets?
Wealthfront
NOVEMBER 10, 2022
Today, we’re excited to announce we’ve doubled the FDIC insurance you get on your deposits in a Wealthfront Cash Account. Your Cash Account deposits are now insured for up to $2 million through our partner banks, which is 8x the amount available in a traditional bank account. For joint accounts, Cash Account deposits are now […]. The post The Wealthfront Cash Account Now Offers $2M in FDIC Insurance appeared first on Wealthfront Blog.
Wealth Management
NOVEMBER 10, 2022
The upcoming offering will allow CI to split its Canadian and U.S. businesses and help pay down $3 billion in debt. Ultimately, however, the markets will determine the IPO date, the firm says.
Abnormal Returns
NOVEMBER 10, 2022
Markets Are tech stocks finally cheap? (economist.com) Energy stocks have gone from cheap to expensive in 2022. (morningstar.com) Strategy Why the concept of yield trips up so many investors. (fortunesandfrictions.com) What lessons are investors going to take away from 2022? (blog.validea.com) FTX Felix Salmon, "The collapse of FTX is the most consequential failure the crypto world has seen since Mt.
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
NOVEMBER 10, 2022
Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors.
The Reformed Broker
NOVEMBER 10, 2022
Tesla removed from Wedbush’s Best Ideas List from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
NOVEMBER 10, 2022
Professional investors are disciplined about monitoring and managing their risks daily. They adjust portfolios to manage risk as positions, cash and markets change. Managing risk properly is critical to ensuring that portfolios stay on course to achieve client goals.
Calculated Risk
NOVEMBER 10, 2022
Today, in the Calculated Risk Real Estate Newsletter: Housing and Inflation A brief excerpt: A few key points: • The Fed has been raising rates to slow inflation. Since housing is a key transmission mechanism for Fed policy, the housing market has slowed dramatically as the Fed raised rates (and mortgage rates increased). • The CPI report this morning contained some good news on inflation. • The BLS reported “The index for shelter contributed over half of the monthly all items increase”. • The B
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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
NOVEMBER 10, 2022
The firm wants to support advisors who have served in the military and attract active duty or recently-retired service members to the industry.
The Irrelevant Investor
NOVEMBER 10, 2022
Today’s Compound and Friends is brought to you by Masterworks: See here for important disclosures* On today’s show we discuss: The S&P hasn’t made this many daily U-turns since 2008 Market reaction to Octobers CPI print Earnings moving forward What future CPI prints may have in store for us Sector rotation Listen here: Warren Pies: Warrens Twitter 3Fourtneen Research Twitter 3Fourtneen Researc.
Wealth Management
NOVEMBER 10, 2022
With The Clash ringing in their heads, advisors often get stuck when trying to answer the proverbial question: “Should I stay or should I go?
Alpha Architect
NOVEMBER 10, 2022
Jules van Binsbergen, Liang Ma and Michael Schwert, authors of the September 2022 study “The Factor Multiverse: The Role of Interest Rates in Factor Discovery,” posed an interesting question: Are the findings of at least some of the reported anomalies the direct result of the 40-year secular decline in global interest rates and thus not really anomalies?
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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
NOVEMBER 10, 2022
Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors.
A Wealth of Common Sense
NOVEMBER 10, 2022
Following up on last week’s question about when to change your asset allocation, a reader asks a logical follow-up: For the average investor who is looking to do a mix of stocks/bonds, should they use some simple heuristic for bond allocation, such as bond% = 10 x interest rate, up to a max of 50%? If not, how would they know when to shift that relative allocation?
Wealth Management
NOVEMBER 10, 2022
Investors in distressed real estate are hoping they’ll get another chance amid rising interest rates and mounting debt, reports The Real Deal. GlobeSt.com looks at whether tech companies are still seen as desirable tenants. These are among today’s must reads from around the commercial real estate industry.
Advisor Perspectives
NOVEMBER 10, 2022
This morning's seasonally adjusted 225K new claims, up 7k from the previous week's revised figure, was worse than the Investing.com forecast of 220K.
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