Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Financial Planner 234

Financial Planner Asset Allocation Taxes Tax Planning 234

Calculated Risk

MAY 6, 2024

Fannie reported results for Q1 2024. Fannie Mae reported the number of REOs decreased to 7,791 at the end of Q1 2024, down 5% from 8,403 at the end of the previous quarter, and down 9% year-over-year from Q1 2023. For Fannie, this is down 95% from the 166,787 peak number of REOs in Q3 2010.

Numbers 131

Numbers 131

Nerd's Eye View

JULY 1, 2024

Welcome to the July 2024 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!

Financial Advisor 220

Financial Advisor Clients Accounting Education 220

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 2024 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 188

Estate Planning Financial Advisor Clients Startup 188

Ballast Advisors

AUGUST 16, 2023

The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). What’s changed for 2024? Here are the updated key tax numbers relating to HSAs for 2023 and 2024.

Accounting 52

Accounting Numbers Medical Taxes 52

Calculated Risk

SEPTEMBER 12, 2024

today released the  Homeowner Equity Report (HER)  for the second quarter of 2024. trillion in the second quarter of 2024. trillion in the second quarter of 2024. As of the second quarter of 2024, the quarterly and annual changes in negative equity were: Click on graph for larger image. The report shows that U.S.

Numbers 93

Numbers Distribution Insurance Taxes 93

Calculated Risk

NOVEMBER 14, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-November 2024 A brief excerpt: This 2-part overview for mid-October provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale ! in December 2022.

Marketing 108

Marketing Marketing Numbers Sales 108

Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 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!

Startup 211

Startup Wealth Management Clients Portfolio 211

The Big Picture

JULY 7, 2024

The reality is that California lost over 2,500 fast food jobs since January 2024, when looking at seasonally adjusted data. The Globe, amazingly, cannot even sum a column of five small numbers. Newsom and his staff including Brandon, are picking numbers and months to serve Newsom’s own false narrative. No, dear reader.

Food 337

Food Math Numbers Media 337

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 2024 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 225

Estate Planning Financial Planning Planning Wealth Management 225

Calculated Risk

OCTOBER 29, 2024

The Census Bureau released the Residential Vacancies and Homeownership report for Q3 2024 today. This survey might show the trend, but I wouldn't rely on the absolute numbers. National vacancy rates in the third quarter 2024 were 6.9 percent) and not statistically different from the rate in the second quarter 2024 (6.6

Numbers 62

Numbers Media Sales 62

Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 2024 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 188

Estate Planning Planning Communication Taxes 188

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 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!

Retirement Planning 226

Retirement Planning Compliance Startup Clients 226

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. 6 Source: YCharts.com, November 16, 2024. INTU), Deere & Company (DE) Source: Zacks, November 15, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Nerd's Eye View

MAY 6, 2024

Welcome to the May 2024 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!

Financial Advisor 167

Financial Advisor Retirement Planning CFP Clients 167

Calculated Risk

AUGUST 13, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-August 2024 A brief excerpt: This 2-part overview for mid-August provides a snapshot of the current housing market. New listings will be up year-over-year in 2024, but still below normal levels. year-over-year in June.

Marketing 113

Marketing Marketing Numbers 113

Calculated Risk

NOVEMBER 16, 2024

Any number below 50 indicates that more builders view sales conditions as poor than good. -- Tuesday, November 19th -- 8:30 AM: Housing Starts for October. For manufacturing, the November Philly and Kansas City Fed surveys, will be released this week. -- Monday, November 18th -- 10:00 AM: The November NAHB homebuilder survey.

Manufacturing 67

Manufacturing Sales Economics Numbers 67

Nerd's Eye View

FEBRUARY 21, 2024

The law's provisions became effective on January 1, 2024, and so many small businesses – including a good number of RIA firms – will be required to submit a Beneficial Ownership Information (BOI) report to the Treasury Department's Financial Crimes Enforcement Network (FinCEN).

Insurance 184

Insurance Numbers Clients Business Planning 184

Calculated Risk

SEPTEMBER 13, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-September 2024 A brief excerpt: This 2-part overview for mid-September provides a snapshot of the current housing market. New listings will be up year-over-year in 2024, but still below normal levels.

Marketing 119

Marketing Marketing Insurance Numbers 119

Trade Brains

AUGUST 17, 2024

List of Biggest Stockbrokers in India 2024: In this article, we are going to look at the 15 Biggest Stockbrokers in India based on their total number of unique active clients. Here, we are going to look at just one factor, i.e. the total number of unique active clients for that stockbroker. Here’s a quick link to the page.

Clients 98

Clients Numbers Startup Accounting 98

Calculated Risk

JANUARY 18, 2024

Today, in the Calculated Risk Real Estate Newsletter: Single Family Starts Up Year-over-year in December; Near Record Number of Multi-Family Housing Units Under Construction A brief excerpt: The third graph shows the month-to-month comparison for total starts between 2022 (blue) and 2023 (red). Total starts were up 7.6%

Numbers 115

Numbers 115

Validea

NOVEMBER 2, 2024

Here are the top ten highest scoring stocks for November 2024. The number of stocks meeting 100% of the strategies tests has fallen significantly since last month. The primary reason is rising interest rates, which have made the earnings yield on stocks less attractive relative to bonds according to the strategy’s criteria.

Valuation 52

Valuation Numbers Portfolio Investing 52

Nerd's Eye View

AUGUST 5, 2024

Welcome to the August 2024 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 130

Estate Planning Accounting Assets Clients 130

Calculated Risk

SEPTEMBER 14, 2024

Any number below 50 indicates that more builders view sales conditions as poor than good. -- Wednesday, September 18th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. The consensus is for a 0.1% 10:00 AM: The September NAHB homebuilder survey. The consensus is for 3.85

Retail 122

Retail Manufacturing Sales Food 122

Validea

NOVEMBER 12, 2024

Buyback Yield : The benefit shareholders receive from the company buying back its own shares, which can increase the value of remaining shares by reducing the total number of shares outstanding. Here are Validea’s top 10 high shareholder yield stocks for November 2024.

Numbers 52

Numbers Portfolio Marketing Marketing 52

Calculated Risk

JULY 30, 2024

The Census Bureau released the Residential Vacancies and Homeownership report for Q2 2024 today. This survey might show the trend, but I wouldn't rely on the absolute numbers. National vacancy rates in the second quarter 2024 were 6.6 percent) and virtually the same as the rate in the first quarter 2024 (6.6

Numbers 67

Numbers Media Sales 67

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 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!

Clients 230

Clients B2B Estate Planning Planning 230

The Big Picture

OCTOBER 7, 2024

@TBPInvictus here: If you’re not aware of the brouhaha that was stirred about a year or so ago when CA Gov Gavin Newsom signed into law (taking effect April 1, 2024) a new $20 minimum wage for so-called “limited service” (a/k/a fast food or QSR) restaurant workers, read up here , here , or here. Its numbers are fake.

Food 284

Food Media Economics Numbers 284

Calculated Risk

APRIL 10, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-April 2024 A brief excerpt: This 2-part overview for mid-April provides a snapshot of the current housing market. New listings will be up year-over-year in 2024, but still below normal levels. year-over-year in March.

Marketing 113

Marketing Marketing Numbers 113

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 6,7 Source: YCharts.com, October 26, 2024. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16

Marketing 52

Marketing Marketing Taxes Economics 52

Advisor Perspectives

SEPTEMBER 13, 2024

As we approach the end of 2024, the latest Consumer Price Index (CPI) report from the Bureau of Labor Statistics (BLS) has provided us with critical insights into the health of the U.S. economy, particularly concerning inflation.

Numbers 52

Numbers Economy 52

Validea

OCTOBER 1, 2024

Here are the top ten highest scoring stocks for October 2024 for Validea’s Patient Investor strategy based on Buffett. Of particular note is the number of technology companies scoring highly, with Apple, Google and Applied Materials all scoring 100%.

Valuation 52

Valuation Numbers Portfolio Investing 52

Calculated Risk

JUNE 29, 2024

. -- Tuesday, July 2nd -- 9:30 AM: Discussion, Fed Chair Jerome Powell , Policy Panel Discussion , At the European Central Bank (ECB) Forum on Central Banking 2024, Sintra, Portugal 10:00 AM ET: Job Openings and Labor Turnover Survey for May from the BLS. Jobs openings decreased in April to 8.06 million from 8.36 million in March.

Sales 112

Sales Manufacturing Banking Government 112

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. On Track for Interest Rate Cuts in 2024 As Powell recently reiterated, inflation data has yet to make Fed members confident that inflation is headed back to their 2% target, which means they’re unlikely to cut rates at their June or even July meeting.

Numbers 93

Numbers Marketing Marketing Insurance 93

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. Thursday: Jobless Claims. Consumer Price Index.

Marketing 98

Marketing Marketing Taxes Economics 98

Abnormal Returns

SEPTEMBER 16, 2024

standarddeviationspod.com) Retirement Retirees go back to work for any number of reasons. thinkadvisor.com) Advisers Future Proof 2024 is bigger and better. (youtube.com) Daniel Crosby talks with Cady North, Founder and CEO of North Financial Advisor, about planning for a sabbatical.

Wealth Management 276

Wealth Management Startup CFP Retirement 276

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. ABNB) Source: Zacks, November 1, 2024. Investing.com, November 1, 2024 3.

Marketing 52

Marketing Marketing Taxes Economics 52