Calculated Risk

MARCH 20, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.60% in February The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.64% of servicers’ portfolio volume in the prior month to 0.60% as of February 28, 2023.

Portfolio 303

Portfolio Planning Government Banking 303

Nerd's Eye View

JULY 3, 2023

Welcome to the July 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 246

Estate Planning Clients Media Planning 246

Nerd's Eye View

DECEMBER 25, 2023

And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

Calculated Risk

APRIL 17, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.55% in March The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 5 basis points from 0.60% of servicers’ portfolio volume in the prior month to 0.55% as of March 31, 2023.

Portfolio 234

Portfolio Numbers Planning 234

Abnormal Returns

DECEMBER 28, 2022

awealthofcommonsense.com) Three ways to simplify your portfolio in 2023. thisisthetop.substack.com) 'What's-my-number-itis' talk can be addictive. Personal finance Nobody knows what is going to happen in the stock market next year. flowfp.com) The more you know about money, the less you need to think about it.

Taxes 246

Taxes Numbers Portfolio Marketing 246

Calculated Risk

JANUARY 23, 2023

From the MBA: Share of Mortgage Loans in Forbearance Remains Flat at 0.70% in December The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained flat relative to the prior month at 0.70% as of December 31, 2022. emphasis added Click on graph for larger image.

Portfolio 262

Portfolio Planning Numbers 262

Calculated Risk

MAY 15, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.51% in April The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.55% of servicers’ portfolio volume in the prior month to 0.51% as of April 30, 2023.

Portfolio 204

Portfolio Numbers Planning Taxes 204

The Big Picture

DECEMBER 11, 2023

1 But since a spokesperson for the NRF admitted they had to remove content from its report on organized retail crime (report from April 2023, produced with hired gun K2 Integrity), I have begun to rethink that. They all have agendas, none of which include the well-being of your portfolios.

Retail 353

Retail Accounting Sales Numbers 353

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto. ft.com) Triple-levered anything can wreck your portfolio. capitalspectator.com) The drop in bond yields reversed a lot of market trends.

Media 276

Media Financial Advising Retail Economy 276

Calculated Risk

MARCH 11, 2025

a 10-year Treasury purchase at the end of February 2023 would be have an 8 year maturity at the end of February 2025). trillion) Agency MBS portfolio with an estimate weighted average life of 8 - 9 years to just slowly roll off adds even more to this private-sector maturity transformation. And by letting its still sizable ($2.2

Assets 165

Assets Portfolio Accounting Marketing 165

Nerd's Eye View

JANUARY 13, 2023

FINRA has released its enforcement priorities for 2023, including a continued focus on compliance with Regulation Best Interest as well as several new priority topics, such as manipulative trading, fixed-income pricing, and trading in fractional shares. How stocks and bonds tend to perform following their biggest down years.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 246

Financial Planner Numbers Clients Assets 246

Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Crores as of November 23, 2023.

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99

Abnormal Returns

FEBRUARY 13, 2023

mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. etf.com) Things to keep in mind when direct indexing a client's portfolio. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com) riaintel.com) RIA organizations are lining up against the SEC's proposed outsourcing rule.

Clients 245

Clients Retirement Financial Services Taxes 245

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Nerd's Eye View

JUNE 28, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Financial Planner 189

Financial Planner Clients Compliance Numbers 189

Nerd's Eye View

MARCH 8, 2024

Read More.

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Calculated Risk

OCTOBER 16, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.31% in September The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.33% of servicers’ portfolio volume in the prior month to 0.31% as of September 30, 2023.

Portfolio 162

Portfolio Numbers Insurance Planning 162

The Big Picture

MAY 5, 2023

Instead, there is a tendency to put too much weight onto the numbers themselves, encouraging a variety of changes and modifications to portfolios due to whatever the latest data suggests. Yesterday (May 4) it looked like this the odds of a pause were over 98.9% I have long been a fan of the concept of Strong Opinions, Weakly Held ).

Economics 363

Economics Financial Planning Manufacturing Numbers 363

The Big Picture

MARCH 3, 2023

Meaning, you do not get the 8-10% long-term gains without living through a significant number of market events, ranging from cyclical drawdowns to longer secular bear markets, and full-on crashes. My portfolio was tiny; I had no 401k, and my wife’s 403(b), with less than a decade’s worth of contributions, was barely 5-figures.

Marketing 336

Marketing Marketing Economics Portfolio 336

David Nelson

JANUARY 3, 2023

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. The number of job openings could come in below 10 million but would still be elevated in comparison to pre-pandemic levels. S&P 500 2 Years.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

Financial Planner 246

Financial Planner Fee Only Clients Investments 246

Calculated Risk

JANUARY 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.23% in December The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.26% of servicers’ portfolio volume in the prior month to 0.23% as of December 31, 2023.

Portfolio 173

Portfolio Government Planning Numbers 173

Random Roger's Retirement Planning

JUNE 14, 2024

It turned out that a 39% allocation since the start of 2023 did the trick. With so much allocated to T-bills, it makes sense that the standard deviations of the barbell portfolios is so much lower. The numbers are real but I don't know how realistic it is to think we can pick the best performing fund in a theme.

Portfolio Management 98

Portfolio Management Portfolio Management Taxes 98

Random Roger's Retirement Planning

APRIL 19, 2024

The basic summary is that they blended together a bunch of asset classes, of which only gold had negative correlation to US large cap, and that blend lagged in 2023. Also, 2023 it noteworthy. Both portfolios have higher standard deviations than the Trinity Replication but much higher returns. We say that repeatedly here.

Portfolio 93

Portfolio Accounting Clients Marketing 93

Calculated Risk

DECEMBER 18, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.26% in November The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.29% of servicers’ portfolio volume in the prior month to 0.26% as of November 30, 2023.

Portfolio 162

Portfolio Planning Economy Numbers 162

Good Financial Cents

FEBRUARY 16, 2023

Most people have an investment portfolio that consists of stocks, bonds and maybe real estate. In this article, we will specifically look at diversifying your portfolio through investments in artwork. Now that you have a better understanding of artwork investing as a whole, let’s discuss adding art to your investment portfolio.

Portfolio 84

Portfolio Investments Investing Assets 84

The Big Picture

JUNE 21, 2023

Their numbers are few – they are the exception that proves the rule. of publicly traded companies that put up those giant performance numbers over an extended period of time. A portfolio of passive low-cost indexes should make up the core of your holdings. John Neff, Julian Robertson, and Will Danoff round out the list.

Management 312

Management Investing Investments Numbers 312

Trade Brains

SEPTEMBER 22, 2023

Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. MRL exported tires to a number of nations, including the United States, the Middle East, Pakistan, and Afghanistan. Market Cap (Cr) 47,415 EPS (Rs) 38.09

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Calculated Risk

FEBRUARY 21, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.64% in January The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 6 basis points from 0.70% of servicers’ portfolio volume in the prior month to 0.64% as of January 31, 2023.

Portfolio 147

Portfolio Planning Numbers 147

Calculated Risk

JULY 17, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.44% in June The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 5 basis points from [0.49%] of servicers’ portfolio volume in the prior month to [0.44%] as of June 30, 2023.

Portfolio 130

Portfolio Planning Numbers 130

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. As Fed Chair Jerome Powell noted after the Fed’s May meeting, Fed members didn’t think the hot inflation data negated the progress made in the second half of 2023. New highs scare many investors, but history suggests more new highs will follow.

Numbers 96

Numbers Marketing Marketing Insurance 96

Carson Wealth

MARCH 29, 2023

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. You must start taking Required Minimum Distributions at 73 (2023), how will you minimize the tax bite there?

Retirement 98

Retirement Portfolio Investments Investing 98

Calculated Risk

AUGUST 21, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.39% in July The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 5 basis points from 0.44% of servicers’ portfolio volume in the prior month to 0.39% as of July 31, 2023.

Portfolio 130

Portfolio Planning Retirement Numbers 130

Calculated Risk

NOVEMBER 20, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.29% in October The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.31% of servicers’ portfolio volume in the prior month to 0.29% as of October 31, 2023.

Portfolio 130

Portfolio Planning Numbers 130

The Big Picture

MARCH 6, 2025

To help us unpack all of this and what it means for your portfolio, let’s bring in Austin Goolsbee. You’ll remember as I came into the Fed, I started the very beginning of, of 2023 in December of 2022. It was the Bloomberg economist who said there was a 100% chance of recession in 2023 because. I think number one.

Economy 162

Economy Economics Food Banking 162