Calculated Risk
JUNE 24, 2024
Altos reports that active single-family inventory was up 2.2% week-over-week. Inventory is now up 28.4% from the February seasonal bottom, and at the highest level since July 2020. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of June 21st, inventory was at 634 thousand (7-day average), compared to 621 thousand the prior week.
Wealth Management
JUNE 24, 2024
Six ways to help clients gain peace of mind regarding inflation.
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Abnormal Returns
JUNE 24, 2024
Podcasts Josh Brown and Michael Batnick talk digital assets with Ric Edelman. (youtube.com) Callie Cox talks with Jeff Benjamin about her new role at Ritholtz Wealth and the state of the markets and economy. (etf.com) Daniel Crosby talks with Nuala Walsh, author of "TUNE IN: How to Make Smarter Decisions In a Noisy World." (standarddeviationspod.com) Fisher Investments Some estimates on how much a stake in Fisher Investments went for.
Wealth Management
JUNE 24, 2024
DC leaders at the 2024 RPA Retirement Income Roundtable discuss how and when adoption will come.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Nerd's Eye View
JUNE 24, 2024
The requirements to run a successful, growing advisory firm are often less about doing the technical work with clients and more about marketing value to get prospects in the door in the first place. Yet, many firms' prospecting strategies have often relied on individual advisors being able to bring business to the firm instead of actively shaping and promoting the firm's own reputation.
Wealth Management
JUNE 24, 2024
The new company, Fisher Retirement Solutions, will be run by Ken Fisher’s son, Nathan Fisher.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 24, 2024
Gerald Bernard argues that he co-founded Wealth Enhancement Group and the firm reneged on paying him "finder's fees" for deals.
Calculated Risk
JUNE 24, 2024
Today, in the Calculated Risk Real Estate Newsletter: Watch Months-of-Supply! A brief excerpt: Although inventory is well below normal levels, so are sales. I think we need to keep an eye on months-of-supply. Historically nominal prices declined when months-of-supply approached 6 months - and that is unlikely this year - but we could see months-of-supply back to 2019 levels later this year.
Wealth Management
JUNE 24, 2024
Focus partner SCS has tapped Lane MacDonald, the former head of Fidelity’s family office, while Certuity appoints Scott Welch, Dynasty’s former CIO.
Calculated Risk
JUNE 24, 2024
From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.21% in May The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance declined slightly to 0.21% as of May 31, 2024. According to MBA’s estimate, 105,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.2 million borrowers since March 2020.
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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
JUNE 24, 2024
Qdeck's Jag Prakasam and Keebeck's Bruce Lee discuss AI in depth.
Advisor Perspectives
JUNE 24, 2024
Will the energy transition, from fossil fuel to other sources of energy, happen? It seems almost sacrilegious to suggest that it might not, or that the transition will be halting and incomplete.
Wealth Management
JUNE 24, 2024
At the United Planners Connect 24 conference, a key focus was on change management and fostering advisor independence.
A Wealth of Common Sense
JUNE 24, 2024
Today’s Talk Your Book is brought to you by Harbor Capital: See here to learn more about Harbor Capital and here for further disclosures On today’s show, we discuss: Inspiration for growth managers Concentration within the Russell 1K and the S&P 500 How growth managers deal with high-performing markets What market concentration means for growth stocks How interest rates affect valuation What deflation me.
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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
JUNE 24, 2024
When faced with a health crisis, one advisor says the support of his business family helped save his life.
MainStreet Financial Planning
JUNE 24, 2024
If you plan to work past age 65 you will want to plan carefully around signing up for Medicare to avoid costly penalties. Here are some points to consider when deciding to sign up for Medicare at age 65 or delay until you have retired. Medicare Enrollment It’s important to sign up for Medicare coverage when you are first eligible unless you have other coverage similar in value to Medicare (like from an employer).
Wealth Management
JUNE 24, 2024
Bradshaw Rogers Financial Partners prioritize client satisfaction through social events, educational events and regular portfolio updates.
Advisor Perspectives
JUNE 24, 2024
New home construction slumped to the weakest level in four years in May, confirming a trend that’s been evolving for the past few months — residential construction is once again acting as a drag on economic growth in the US.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Wealth Management
JUNE 24, 2024
Cyber security, tools and resources, and general brain storming are just some of the key areas businness look to United Planners for guidance.
Alpha Architect
JUNE 24, 2024
Trading costs, discontinuous trading, missed trades, and other frictions, along with asset management fees can cause a shortfall between live and paper portfolios. The focus of this paper is to test an effective rebalancing method that prioritizes trades with the strongest signals to capture more of the factor premia while reducing turnover and trading costs.
Wealth Management
JUNE 24, 2024
Why recent trends have seen business owners shift to consolidation.
Advisor Perspectives
JUNE 24, 2024
Economic indicators are released every week to provide insight into the overall health and performance of an economy.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Wealth Management
JUNE 24, 2024
How advisor Zach Daniels prioritizes client relationships in a people-first, advisor-second approach.
XY Planning Network
JUNE 24, 2024
Cybersecurity or Information Security—“infosec” for the “buzzier” crowd—has made the news in many areas over the last decade. Some large, highly targeted organizations with sophisticated security teams have fallen victim to a breach. Embarrassingly enough, in most cases, the initial breach was something basic, such as entering credentials into a phishing website or not having Multi-Factor Authentication (MFA) enabled on accounts.
Wealth Management
JUNE 24, 2024
David Walker, partner at Baird Wealth Strategy Group, took the leap and purchased an established practice with surprising results.
Advisor Perspectives
JUNE 24, 2024
Maximizing tax alpha for clients is not just a niche strategy but a vital component of comprehensive financial planning. It empowers advisors to capture their piece of the $600 billion opportunity and differentiate their practice, while providing unparalleled service and value to their clients.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Wealth Management
JUNE 24, 2024
United Planners prioritizes customer support with record-fast response times.
Advisor Perspectives
JUNE 24, 2024
A well-thought-out long-game thesis can stay intact for long periods with slight adjustments when needed. Like a long and straight drive in golf, when your macroeconomic thesis proves correct, a good portion of your investing job is done.
Wealth Management
JUNE 24, 2024
Finding the right financial service partner is to key to working in a comfort zone.
Advisor Perspectives
JUNE 24, 2024
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of June 14th, the index was at 20.983, down 1.139 from the previous week, with 5 of the 6 components in expansion territory.
Speaker: Aaron Berson
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
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