Wealth Management
JULY 22, 2024
Alexandra Romeo Boyles and Will Coughlin will be based out of Denver. The additions follow the firm attracting Northern Trust alum Tom Riley earlier this year.
Calculated Risk
JULY 22, 2024
Altos reports that active single-family inventory was up 2.6% week-over-week. Inventory is now up 35.3% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of July 19th, inventory was at 668 thousand (7-day average), compared to 651 thousand the prior week. Inventory is still far below pre-pandemic levels.
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Wealth Management
JULY 22, 2024
Navigating the complex terrain of estate settlement can be daunting, even for financial professionals.
Abnormal Returns
JULY 22, 2024
Podcasts Daniel Crosby talks practice management with Matt Ackermann, Chief Content Officer at Integrated Partners. (standarddeviationspod.com) Michael Kitces talks with Christi Van Rite who is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households. (kitces.com) Thomas Kopelman and Jacob Turner talk about the pros and cons of Solo 401(k)s and SEP-IRAs.
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
Wealth Management
JULY 22, 2024
The top stories affecting 401(k) and 403(b) plans were dominated by laws, lawsuits and advisor M&A.
Nerd's Eye View
JULY 22, 2024
Although many advisory firms start out with a single person handling all the work of advising clients, bringing in new business, and managing operations and compliance, there's a limit to how many hours any one person can work, which also means that there's a cap on the amount of client growth a solo advisor can achieve before running up against their capacity limit.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JULY 22, 2024
From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.23% in June The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.23% as of June 30, 2024. According to MBA’s estimate, 115,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.2 million borrowers since March 2020.
Wealth Management
JULY 22, 2024
The cryptocurrency’s smaller market cap and the need to get the products approved by wealth platforms likely means any widespread adoption will take a year.
Calculated Risk
JULY 22, 2024
Today, in the CalculatedRisk Real Estate Newsletter: NMHC: "Apartment Market Conditions Continue to Loosen" Excerpt: From the NMHC: From the NMHC: Apartment Market Conditions Continue to Loosen, Though Deal Flow Increased for the Second Straight Quarter Amidst More Favorable Conditions for Debt Financing Apartment market conditions came in mixed in the National Multifamily Housing Council’s (NMHC’s) Quarterly Survey of Apartment Market Conditions for July 2024.
Wealth Management
JULY 22, 2024
While many in the financial advice business have for years focused on retail clients, some firms are finding that pensions and foundations can pay off in a major way.
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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.
Calculated Risk
JULY 22, 2024
From ICE: ICE First Look at Mortgage Performance: June Sees Calendar-Driven Spike in Delinquencies; Foreclosures Remain Historically Low • Coming off a near-record low in May and with June ending on a Sunday, the national delinquency rate jumped +14.5% (+45 basis points) to 3.49% , its second highest level in 18 months • Sunday month-ends often lead to sharp, but typically temporary, spikes in delinquent mortgages, as payments made on the last day of a given month are not processed until the fol
Wealth Management
JULY 22, 2024
While deal volumes were down from the first quarter, the RIA space saw its second-most active second quarter on record, according to Echelon Partners.
Abnormal Returns
JULY 22, 2024
Best performing stocks Ian Cassel, "Most big winners were ugly ducklings that transformed themselves into beautiful swans." (microcapclub.com) Lessons learned from the best performing stocks of all-time. (awealthofcommonsense.com) Market history How historical market analogies can lead you astray. (optimisticallie.com) How the stock market performed in the election year of 1968.
Wealth Management
JULY 22, 2024
831(b) plans plan allows for businesses to set aside tax-deferred dollars for uninsured risks, resulting in companies creating their own form of self-insurance.
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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?
Alpha Architect
JULY 22, 2024
We propose a novel framework for analyzing linear asset pricing models: simple, robust, and applicable to high-dimensional problems. Using Bayesian Solutions to Resolve the Factor Zoo was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Advisor Perspectives
JULY 22, 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 July 12th, the index was at 19.785, up 1.106 from the previous week, with 4 of the 6 components in expansion territory.
MainStreet Financial Planning
JULY 22, 2024
If you suspect your computer has been compromised, it’s crucial to act swiftly. Whether you notice an unusual link or feel a sense of unease, it’s important to refer to the following steps. While this list may not cover every scenario, it provides essential guidance that could prove invaluable. Disconnect from the network, wifi, internet immediately and turn off your computer to stop access and any of the malware programs from running.
Validea
JULY 22, 2024
Peter Lynch was one of the most successful mutual fund managers in history, averaging a 29.2% annual return while managing Fidelity’s Magellan Fund from 1977 to 1990. Validea’s Lynch-inspired strategy aims to capture the key principles of Lynch’s investing approach. The strategy first categorizes stocks into three main groups: Fast-growers: 20%+ annual EPS growth Stalwarts: 10-19% annual EPS growth, multi-billion dollar sales Slow-growers: <10% annual EPS growth For all sto
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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.
Advisor Perspectives
JULY 22, 2024
A seismic shift is taking place in corporate America as even more companies announce plans to relocate from blue states to more business-friendly jurisdictions like Texas.
Sara Grillo
JULY 22, 2024
Wow, this was a powerful interview with Dave Welty , a financial advisor who founded and developed what I would consider a well-managed RIA firm. Avier Advisors , based out of Bellevue, Washington, has nearly $800MM in AUM and almost 20 employees. Here are five things they’ve done differently at Avier, and why it’s helped them kick the competition’s butt.
Advisor Perspectives
JULY 22, 2024
Fed speakers will deny any notion that its monetary policy aims in part to help the government fund her debts. Regardless of what they say, we are already in an age of fiscal dominance. Monetary policy must consider the nation’s debt situation.
NAIFA Advisor Today
JULY 22, 2024
NAIFA's Financial Security Advocate Academy is a fun and informative program available to NAIFA members at no cost. It provides insights and training that will financial professionals great political advocates on behalf of their businesses and clients. Decisions made in Washington, D.C., and state capitals can do as much as poor planning to derail consumers' finances.
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.
Advisor Perspectives
JULY 22, 2024
The Chicago Fed National Activity Index (CFNAI) fell to +0.05 in June from +0.23 in May. Three of the four broad categories of indicators used to construct the index decreased from May and three categories made negative contributions in June. The index's three-month moving average, CFNAI-MA3, rose to -0.01 in June from -0.08 in May.
Accounting for Good
JULY 22, 2024
Expsoure directly influences the financial health of NFPs. In challenging financial climates, NFPs must look to enterprising decision-making.
Advisor Perspectives
JULY 22, 2024
By starting the AI adoption process now and prioritizing education and training for their workforce, companies can better prepare themselves for the AI-driven future.
Random Roger's Retirement Planning
JULY 22, 2024
Man Institute had an interesting research paper that fishes into the same waters we do here. The first line from their paper was "t he reliability of bonds as a defensive diversifier was brought into question in 2022, particularly in light of the inflationary environment." Their use of the word reliability amuses me because that is the word we've been using, bonds have become a source of unreliable volatility is how I've worded it most frequently.
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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.
Cornerstone Financial Advisory
JULY 22, 2024
Weekly Market Insights | July 22nd, 2024 Investors Shift, Anticipating Lower Interest Rates Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard & Poor’s 500 Index fell 1.97 percent, while Nasdaq Composite Index declined 3.65 percent.
Advisor Perspectives
JULY 22, 2024
All eight indexes on our world watch list have posted gains through July 22nd, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 18.33%. The U.S.'s S&P 500 finished in second with a YTD gain of 17.32% while India's BSE SENSEX finished in third with a YTD gain of 11.98%.
NAIFA Advisor Today
JULY 22, 2024
NAIFA is proud to announce that John M. Ruckel , LUTCF, a Financial Professional with MassMutual and owner of Ruckel Insurance and Financial Group in Nacogdoches, Texas, is the 2024 recipient of NAIFA’s Terry Headley Lifetime Defender Award.
Indigo Marketing Agency
JULY 22, 2024
Raise your hand if you’ve ever researched a company and drawn conclusions about the quality of their services just from their website. We’ve all done it, and your prospective clients are doing it too. As a financial advisor, your website serves as your first impression to potential clients. You wouldn’t walk into a meeting with your shirt unbuttoned and your hair a mess, so you shouldn’t present yourself to the digital world with a sloppy or outdated website.
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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