The Reformed Broker
MARCH 28, 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: ►Lending Shock – Shocks to bank lending standards do not fade away quickly. They persist and cause recessions. ►Are Banks Screwed? – “Since peaking almost exactly one year ago, deposits at all domestic.
Wealth Management
MARCH 30, 2023
Only 28% of advisors are female.
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A Wealth of Common Sense
MARCH 28, 2023
The last new all-time high for the S&P 500 was on January 3, 2022. That means it’s been almost 450 days since we’ve experienced new highs in the stock market. That feels like a long time. But based on the history of bear markets, it’s really not all that long. It might be a while until we hit new highs again if we use history as a guide.
Carson Wealth
MARCH 29, 2023
Becoming hyper-focused on only one aspect of a problem is pretty much never a good approach. A racecar driver who only focuses on speed and ignores strategy won’t win races, at least not many of them. A carpenter who only hammers in nails won’t build strong structures. The same is true of retirement planning – if you zero in on your portfolio and nothing else, you’ll miss out on some major factors that can make a significant difference in your retirement and ultimately your bottom line.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
Wealth Management
MARCH 29, 2023
For clients earning substantial incomes, saving and investing may not be enough. Income-tax diversification should play an important role in their retirement accumulation and income strategy planning.
Calculated Risk
MARCH 28, 2023
Freddie Mac reported that the Single-Family serious delinquency rate in February was 0.65%, down from 0.66% January. Freddie's rate is down year-over-year from 0.99% in February 2022. Freddie's serious delinquency rate peaked in February 2010 at 4.20% following the housing bubble and peaked at 3.17% in August 2020 during the pandemic. These are mortgage loans that are "three monthly payments or more past due or in foreclosure".
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The Big Picture
MARCH 28, 2023
Just back from California and Arizona, and still digging out. In the meanwhile, check out Nick today : The post All You Need to Know to Build Generational Wealth appeared first on The Big Picture.
Wealth Management
MARCH 28, 2023
Full-service hotels in vacation destinations are attracting equity from high-net-worth investors who are joining deals as limited partners.
Calculated Risk
MARCH 30, 2023
The DOL reported : In the week ending March 25, the advance figure for seasonally adjusted initial claims was 198,000 , an increase of 7,000 from the previous week's unrevised level of 191,000. The 4-week moving average was 198,250, an increase of 2,000 from the previous week's unrevised average of 196,250. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
The Reformed Broker
MARCH 25, 2023
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.
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You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
The Big Picture
MARCH 30, 2023
Yesterday I discussed all the reasons why the return to office was not going so well here in the US (even as RTO does much better in Europe). I spent a lot of time criticizing the sorry state of U.S. infrastructure as one of the many factors driving the reluctance to give up WFH. It doesn’t have to be this way. Back in 2018, I mentioned my personal infrastructure was improving.
Wealth Management
MARCH 28, 2023
RPAs need the right people and technology in place to get “the underserved” to and through retirement.
Calculated Risk
MARCH 29, 2023
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 2.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending March 24, 2023. The Market Composite Index, a measure of mortgage loan application volume, increased 2.9 percent on a seasonally adjusted basis from one week earlier.
The Reformed Broker
MARCH 30, 2023
Michael and I join Guy and Dan for a special episode of On The Tape! We discuss engaging with internet trolls, the culture at Ritholtz Wealth Management, financial TV punditry, what’s happening in the markets, stock picking strategies, and navigating market panic. The post The Compound x On The Tape appeared first on The Reformed Broker.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Nerd's Eye View
MARCH 27, 2023
When consumers shop around before buying a good or service, many factors can play a role in their final decision, from previous experiences to the recommendations of friends and even to the companies’ branding. And when it comes to how a consumer perceives a brand, there are three critical components that come into play: brand awareness (simply knowing that the brand exists), recognition (recognizing a brand for its unique components and features), and brand equity (the value associated wi
Wealth Management
MARCH 28, 2023
Among other changes, the association will add a wealth management specialization, with additional content on client management, investment planning and the duty of care.
Calculated Risk
MARCH 30, 2023
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 Mar 25, 2023 • Active inventory growth continued to climb with for-sale homes up 57% above one year ago. Inventories of for-sale homes rose, but at a slightly slower pace than the previous week for a second time as the smaller number of hopeful homebuyers still outnumber new sellers on the market.
The Reformed Broker
MARCH 31, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jurrien Timmer, and Downtown Josh Brown discuss what’s going on with banks, what’s changed since Jurrien’s 2022 TCAF appearance, the Fed and the market, S&P technicals, gold, Bitcoin, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Nerd's Eye View
MARCH 28, 2023
Welcome back to the 326th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Erica Pauly. Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. What's unique about Erica, though, is how she built a series of spreadsheet tools to measure the details of each step of her advisory firm’s marketing funnel, from lead generation
Wealth Management
MARCH 29, 2023
MSCI’s Jim Costello and Alexis Maltin warn that while a failure on the scale of the Great Financial Crisis is unlikely, there are signs that trouble may be brewing for real estate investors with upcoming maturities.
Calculated Risk
MARCH 29, 2023
From the NAR: Pending Home Sales Grew for Third Straight Month, Up 0.8% in February Pending home sales grew in February for the third consecutive month, according to the National Association of REALTORS®. Three U.S. regions posted monthly gains, while the West declined. All four regions saw year-over-year decreases in transactions. The Pending Home Sales Index (PHSI)* — a forward-looking indicator of home sales based on contract signings — improved 0.8% to 83.2 in February.
The Reformed Broker
MARCH 28, 2023
Final Trades: Berkshire Hathaway, Transocean & Utilities (XLU) from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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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
Nerd's Eye View
MARCH 31, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, according to a recent survey, RIAs are considering metrics for growth other than assets under management, from the number of clients to diversifying the services they offer. And given that growth can create additional time burdens for advisors, many advisors are looking to automation as a way to gain efficiencies as they scale.
Wealth Management
MARCH 30, 2023
The advisors have a shared history at KLS Professional Advisors Group in New York, a family office-focused RIA acquired by Boston Private in 2004.
Calculated Risk
MARCH 28, 2023
S&P/Case-Shiller released the monthly Home Price Indices for January ("January" is a 3-month average of November, December and January closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P: S&P Corelogic Case-Shiller Index Declining Trend Continued in January The S&P CoreLogic Case-Shiller U.S.
The Reformed Broker
MARCH 30, 2023
Final Trades: SLB, Micron, CVS & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
The Big Picture
MARCH 30, 2023
My morning train WFH reads: • Volcker Slayed Inflation. Bernanke Saved the Banks. Can Powell Do Both? In 140 years, American policymakers have never faced a banking crisis quite like this. ( Bloomberg ) • A Tale of Two Housing Markets: Prices Fall in the West : While the East Booms In an unusual pattern, the 12 major housing markets west of Texas, plus Austin, saw home prices fall in January, while the opposite happened in the rest of the country. ( Wall Street Journal ) see also How Wall Street
Wealth Management
MARCH 28, 2023
Attendees at the T3 conference detail what they truly want from their tech stack.
Calculated Risk
MARCH 28, 2023
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index "Declining Trend Continued" to 3.8% year-over-year increase in January Excerpt: Both the Case-Shiller House Price Index (HPI) and the Federal Housing Finance Agency (FHFA) HPI for January were released today. Here is a graph of the month-over-month (MoM) change in the Case-Shiller National Index Seasonally Adjusted (SA).
A Wealth of Common Sense
MARCH 31, 2023
There are many different ways to succeed as an investor. If there were only one approach that worked, everyone would do that.1 I know plenty of investors with completely different styles that have found success in the markets over the years. But there are only a handful of ways investors fail in the markets: Allowing your emotions to get the best of you.
Speaker: Cheryl J. Muldrew-McMurtry
Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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