This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point. No, the 60/40 mix of stocks and bonds is not dead; No, this is not the first time we had a regime of high inflation, transitory or otherwise.
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 Apr 15, 2023 • Active inventory growth continued to climb, with for-sale homes up 49% above one year ago. The number of homeowners shifting home listing timelines around spring holidays helped push active inventory growth up this week.
I spent the week in Paris with the family and it was really an amazing trip. As you guys know I’m big on history and art and food and stuff so I had been looking forward to it for a long time. And the city did not disappoint. Other than the lack of ice cubes Some shots: The Hall of Mirrors at Versailles, which played host to some amazing moments in the history of the world.
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
My fishing pal Sam Rines has spent much of this year pushing a thesis of “ Price over Volume” ; I found it a compelling narrative, one that fits in nicely with an apsect of inflation that I had originally underestimated: “Greedflation.” The Price over Volume thesis is both compelling and underappreciated. I hope you find his take thought provoking… -Barry Price over Volume remains a key theme this earnings season with PG’s earnings report the tip of the iceberg.
Altos reports that active single-family inventory was down 1.3% week-over-week. Inventory still hasn't bottomed seasonally. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of April 14th, inventory was at 405 thousand (7-day average), compared to 411 thousand the prior week. Year-to-date, inventory is down 17.4%.
In any business profession, establishing credibility and trust are important to attracting clients and building a reputation amongst colleagues. A key method to do so is through appropriate business attire. Traditionally, business attire for financial advisors meant wearing the typical suit and tie in all instances of client-facing activities. Because psychologically, a suit and tie has been recognized for many years as a symbol of trust and credibility.
In any business profession, establishing credibility and trust are important to attracting clients and building a reputation amongst colleagues. A key method to do so is through appropriate business attire. Traditionally, business attire for financial advisors meant wearing the typical suit and tie in all instances of client-facing activities. Because psychologically, a suit and tie has been recognized for many years as a symbol of trust and credibility.
I mentioned a few weeks ago how much better Europe ‘s return to office rate was doing versus ours : 90+% RTO, while the USA is ~60%. I cannot speak to Europe, but that U.S. number is an average across all regions, industries, age groups, etc. In some parts of the country, it is appreciably higher or lower; as you might imagine, it varies greatly.
This is relevant today. From Federal Reserve Staff in 2013 on the debt ceiling debate: Possible Macroeconomic Effects of a Temporary Federal Debt Default. Excerpts: Key considerations in evaluating the consequences of a debt default • Such an event would be unprecedented. Although other countries have defaulted on their sovereign debt, these defaults occurred in situations where the government could not feasibly continue to service its debt.
Welcome back to the 329th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Charesse Spiller. Charesse is Founder and Principal Consultant for Level Best, an operations and process strategy consulting firm based in Houston, Texas. What's unique about Charesse though, is how she has founded a consulting firm that doesn’t just try to teach financial advisors how to systematize and automate, and instead actually works as an outsourced provider to build and impl
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.
This week, we speak with Joseph Baratta , who since 2012, has served as Global Head of Private Equity at Blackstone – the world’s largest alternative asset manager, with $975 billion in assets under management. Baratta, who joined the firm in 1998, is also a member of the board of directors and serves on multiple management committees, as well as the firm’s investment committees.
The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 45, up from 44 last month. Any number below 50 indicates that more builders view sales conditions as poor than good. From the NAHB: Lack of Existing Inventory Continues to Support Builder Sentiment Builders remained cautiously optimistic in April as limited resale inventory helped to increase demand in the new home market even as the industry continues to grapple with building material issues.
New client growth is the lifeblood of financial planning firms and there are myriad strategies for attracting qualified prospects, but many of these come with a hard-dollar or time cost for the firm. Which is why many advisors seek to leverage client referrals, where their clients refer family members, friends, or colleagues to the advisor. At the same time, asking clients to make referrals (and having the referred individual actually reach out to the advisor) can be challenging.
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.
My mid-week morning train WFH reads: • The Myth of the Broke Millennial : After a rough start, the generation is thriving. Why doesn’t it feel that way? ( The Atlantic ) • How 2022 Became a Record Year for US Income Taxes : An asset-price boom, a progressive tax code and inflation interacted to drive effective rates higher than ever. Now the process is working in reverse. ( Bloomberg ) • Tax season is getting longer.
Today, in the CalculatedRisk Real Estate Newsletter: March Housing Starts: Most Multi-family Under Construction Since 1973 Excerpt: The fourth graph shows housing starts under construction, Seasonally Adjusted (SA). Red is single family units. Currently there are 716 thousand single family units (red) under construction (SA). This was down in March compared to February, and 112 thousand below the recent peak in April and May 2022.
60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? (cnbc.com) Cullen Roche, "We don’t know how risky the 60% slice of stocks is in the coming years. But we know, with a high probability that the 40% slice of bonds is becoming much more attractive." (disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest.
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.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that in a settlement with the SEC, robo-advisor platform Betterment agreed to pay a $9 million penalty for allegedly misstating the frequency that its automated tax-loss harvesting system was scanning some client accounts between 2016 and 2019, highlighting the importance of ensuring that marketing messages and services provided match, not only for robo-advisors, but for human
From Black Knight: Black Knight’s First Look: Mortgage Delinquencies Hit Record Low in March, While Prepayments Rose on Easing Rates and Seasonal Tailwinds • The national delinquency rate dropped 53 basis points (-15%) in March, falling below 3% for the first time on record, ending the month at just 2.92% • While delinquency rates almost always fall in March – as borrowers utilize tax refunds and other seasonal revenues to pay down past-due debt – the drop marked the second largest decline in th
Podcasts Meb Faber talks with Ramit Sethi about his new Netflix show 'How to Get Rich.' (mebfaber.com) Christine Benz and Jeff Ptak talk with Micah Hauptman who is the director of investor protection at the Consumer Federation of America. (morningstar.com) Morgan Housel on why you need to play your own (money) game. (open.spotify.com) Direct indexing Ten years of live numbers on a tax-loss harvesting program.
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.
When an RIA reaches the threshold of $100 million in Regulatory Assets Under Management (RAUM), it must generally switch from being registered at the state level to registering with the SEC. But while $100 million may be the general rule, in practice it isn’t always a hard line. The reality is that volatile markets and shifting client bases can often cause an RIA’s RAUM to flutter above and below the $100 million line.
Today, in the Calculated Risk Real Estate Newsletter: Why Measures of Existing Home Inventory appear Different A brief excerpt: Here is a graph comparing the year-over-year change in Realtor.com’s active inventory, the NAR’s inventory, and Realtor.com inventory including pending sales. Note that the blue line (NAR) and dashed black line (Realtor including pending sales) track.
CDs Short duration assets, like CDs, look good right now, but they do have risks. (awealthofcommonsense.com) Bank CD rates are at 15-year highs. The question is for how long? (nytimes.com) CD investors face reinvestment risk. (barrons.com) Strategy A little diversification goes a long way. (morningstar.com) What stocks would you pick if you had to hold them for 25 years?
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?
The key reports this week are March Housing Starts and Existing Home Sales. -- Monday, April 17th -- 8:30 AM: The New York Fed Empire State manufacturing survey for April. The consensus is for a reading of -18.0, up from -24.6. 10:00 AM: The April NAHB homebuilder survey. The consensus is for a reading of 45, up from 44. Any number below 50 indicates that more builders view sales conditions as poor than good. -- Tuesday, April 18th -- 8:30 AM ET: Housing Starts for March.
Quant stuff The difference between the Spearman and Pearson coefficients. (mrzepczynski.blogspot.com) Traders often come up with a strategy and then try to justify it. (priceactionlab.com) Factors Factors aren't forever. How exposure decay over time. (alphaarchitect.com) The case for factor timing. (institutionalinvestor.com) Equity risk premium More evidence that the vast majority of stock market returns come from a handful of stocks.
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
334 
Let's personalize your content