Four Strategies for Donating a Home to Charity
Wealth Management
OCTOBER 16, 2023
It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs.
Mon.Oct 16, 2023
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Housing October 16th Weekly Update: Inventory increased 1.8% Week-over-week; Down 3.5% Year-over-year
Calculated Risk
OCTOBER 16, 2023
Altos reports that active single-family inventory was up 1.8% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of October 13th, inventory was at 546 thousand (7-day average), compared to 537 thousand the prior week. Year-to-date, inventory is up 11.3%. And inventory is up 34.8% from the seasonal bottom 26 weeks ago.
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WMRE Common Area: Transforming Real Estate Investment Through Fintech Innovation With Ryan Williams
Wealth Management
OCTOBER 16, 2023
Cadre's CEO discusses how the firm uses predictive models and workflow tools to change the real estate investment experience.
Preliminary 2024 Housing Forecasts
Calculated Risk
OCTOBER 16, 2023
Today, in the Calculated Risk Real Estate Newsletter: Preliminary 2024 Housing Forecasts A brief excerpt: Towards the end of each year, I collect some housing forecasts for the following year - and also provide my own outlook. Several more forecast will be available in early December. A few key points from these early forecasts: 1) Forecasters expect house prices in increase next year. 2) Everyone expects multi-family starts to be down sharply in 2024. 3) 30-year fixed rate mortgages rates are e
Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success
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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?
YouTube Advisor Sentenced To Prison for COVID-19 Loan Fraud
Wealth Management
OCTOBER 16, 2023
Paul Kwak conspired with others to fraudulently apply for business assistance from the Economic Impact Disaster Loan program.
Monday links: a good problem to have
Abnormal Returns
OCTOBER 16, 2023
Bonds The bond market is going through its worst bear market in history. [correct link] (awealthofcommonsense.com) American household are buying up Treasuries. (ft.com) Equities Why are consumer-focused stocks doing so poorly? (wsj.com) Are corporate profit margins set for another leg up? (tker.co) Companies The impact of the weight loss drugs is still underplayed.
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Adviser links: picking up the phone
Abnormal Returns
OCTOBER 16, 2023
Podcasts Brendan Frazier talks with Meghaan Lurtz about re-engaging with existing clients. (wiredplanning.com) Daniel Crosby talks with Matt Reiner partner at Capital Investment Advisors about the future of financial advice. (standarddeviationspod.com) M&A Are smaller RIAs at risk because of national, full-service firms? (citywire.com) RIA M&A volume has picked up of late.
The Curse of Knowledge: How it Hurts and Limits the 401(k) Industry
Wealth Management
OCTOBER 16, 2023
Using archane language without defining it is demeaning and will alienate clients and prospects, not impress them.
Accelerating Growth By Marketing How Your Advisory Firm Is Different (Instead Of Better)
Nerd's Eye View
OCTOBER 16, 2023
Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs). Given that larger firms tend to have more substantial marketing budgets to attract clients, smaller firms and their advisors have had to look for alternative ways to differentiate themselves from the competition.
eMoney Summit: Planning With Inclusion
Wealth Management
OCTOBER 16, 2023
Panel discussion focuses on fostering deeper relationships with clients by making them feel seen and heard.
Fall In Love With the Month-End Close
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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.
MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.31% in September"
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. According to MBA’s estimate, 155,000 homeowners are in forbearance plans.
Former WEG COO Terri Kallsen Joins Joe Duran’s Rise Growth Partners
Wealth Management
OCTOBER 16, 2023
Joe Duran has named Terri Kallsen, former WEG and Schwab executive, as managing partner and senior operating advisor at Rise Growth Partners.
Tuesday: Retail Sales, Industrial Production, Homebuilder Survey
Calculated Risk
OCTOBER 16, 2023
From Matthew Graham at Mortgage News Daily: Mortgage Rates Jump Back Near Long-Term Highs Last week was mostly good for mortgage rates, even if the goodness was made possible in large part by the badness of the previous week. By Friday, rates were 0.15% lower than the previous Friday, on average. As the new week begins, virtually all of that progress has been erased.
Sanctuary Wealth to Focus on M&A in Next Chapter
Wealth Management
OCTOBER 16, 2023
“It’s not really a matter of if; it’s a matter of when Sanctuary is more acquisitive in the marketplace,” said Sanctuary CEO Adam Malamed.
Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape
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.
Factor Investors: Momentum is Everywhere
Alpha Architect
OCTOBER 16, 2023
The Jegadeesh and Titman (1993) paper on momentum established that an equity trading strategy consisting of buying past winners and selling past losers, reliably produced risk-adjusted excess returns. The Jegadeesh results have been replicated in international markets and across asset classes. As this evidence challenged and contradicted widely accepted notions of weak-form market efficiency, the academic community took notice and started churning out research.
Celebrity Estates: Bob Barker and Leaving a Charitable Legacy
Wealth Management
OCTOBER 16, 2023
The majority of Bob Barker's estate was donated to 40 different animal and military charities.
10 Monday AM Reads
The Big Picture
OCTOBER 16, 2023
My back-to-work morning train WFH reads: • The Economy (Taylor’s Version) : See how much money Taylor Swift’s Eras Tour actually made. ( Washington Post ) • The Worst Bond Bear Market in History : The bond bear market of the 1950s through the early-1980s was more of a death-by-a-thousand cuts. And the source of those cuts was inflation. Sure, annual nominal returns were positive at a little more than 2% per year but inflation was in the 4-5% range over that period. ( A Wealth of Common Sense ) s
Evaluating Investment Opportunity in the Green Energy Transition
Wealth Management
OCTOBER 16, 2023
Thursday, November 02, 2023 | 2:00 PM ET
The Future Of Finance: How To Manage Spend The Right Way
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
Was the Unabomber Right About the Dangers of AI?
Advisor Perspectives
OCTOBER 16, 2023
How worried should we be about AI and what should we do about it? There is risk on both sides: of not taking warnings about AI seriously enough, and of taking them too seriously.
Rockefeller Global Family Office Adds UBS Team Managing $963M
Wealth Management
OCTOBER 16, 2023
Bridgeline Wealth Partners in Atlanta, Ga., specializes in providing bespoke investment strategies and ‘multi-dimensional’ wealth management.
Weekly Market Insights – October 16, 2023
Cornerstone Financial Advisory
OCTOBER 16, 2023
Weekly Market Insights: Markets React To Turmoil In Middle East, Inflation Concerns. Presented by Cornerstone Financial Advisory, LLC Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq Composite index slipped 0.18% for the five trading days.
Sports Are a Bright Spot in a Bad Year for M&A
Wealth Management
OCTOBER 16, 2023
Investors can’t pass up how valuable teams, leagues and game technology have become.
Less Stress, More Success: Accounting Best Practices & Processes for 2025
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
Talk Your Book: The All-In-One Home Equity Loan
A Wealth of Common Sense
OCTOBER 16, 2023
Today’s Talk Your Book is brought to you by Northpointe Bank: On today’s show, we spoke with Jason Anderson, Regional Vice President of Northpointe Bank to discuss all things housing market. On today’s show, we discuss: How the All In One loan is structured How interest rates affect home equity line of credits Why refinancing sometimes does not make sense Who this product is not for What Northpointe do.
Grayscale Bitcoin Discount Narrows With ETF Conversion Seen ‘Inevitable’
Wealth Management
OCTOBER 16, 2023
On Friday, the US Securities and Exchange Commission declined to appeal on earlier positive court ruling for Grayscale.
How Traditional Retirement Models Cost Clients Millions
Advisor Perspectives
OCTOBER 16, 2023
The choice to use an advisor in retirement is one that will cost clients and their beneficiaries millions of dollars in fees and opportunity costs as I show in this article.
The 23 Best Financial Literacy Books
Clever Girl Finance
OCTOBER 16, 2023
With all the resources online, it can be easy to overlook financial literacy books. However, books allow you time to reflect as you read. Because they’re long-form, books are a great way to dive into topics you care about. That said, you can use some of the best finance books to achieve financial wellness. Check out this list! Table of contents Financial literacy basics Why reading financial literacy books is helpful 23 Top financial literacy books Expert tip: Read books related to your fi
Crafting Impact: Revenue Growth And Efficiency For Finance Professionals
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
It's Equity Beta!
Random Roger's Retirement Planning
OCTOBER 16, 2023
On Monday's ETF IQ on Bloomberg there was a segment that looked at weighing out whether adding bond market duration makes sense or not. They mentioned the SPDR Portfolio Long Term Treasury ETF (SPTL). Here are the portfolio characteristics. I highlighted that the bonds held are trading at an average price of 72 cents on the dollar. Here's a chart of the last couple of years compared to the S&P 500 and the iShares Aggregate Bond ETF (AGG) which has a much shorter duration.
How To Be Frugal And Thrifty: Differences And Why It Matters
Clever Girl Finance
OCTOBER 16, 2023
The words “frugal” and “thrifty” come loaded with quite a bit of baggage. A lot of people have strong feelings for or against those terms, but both can offer a lot to improve your lifestyle. Have you ever thought about what being frugal and thrifty really means and how they might differ? Let’s discuss this in more detail! Table of contents What does being frugal vs. being thrifty mean?
Empire State Manufacturing Survey: Activity Slightly Lower in October
Advisor Perspectives
OCTOBER 16, 2023
Manufacturing activity declined slightly in New York State, according to the Empire State Manufacturing October survey. The diffusion index for General Business Conditions fell 6.5 points from last month to -4.6. This morning's reading was better than the forecast of -7.0 and pushes the index back into contraction territory.
Seven Signs Of A Toxic Workplace And How To Navigate It
Clever Girl Finance
OCTOBER 16, 2023
Most of us dedicate a significant portion of our lives to our jobs. While work can be fulfilling and rewarding, it can also be a source of stress and discomfort, especially when we find ourselves in a toxic workplace. In this article, we’ll delve into what constitutes a toxic working environment, how to recognize it, and what steps you can take to navigate within one and get yourself out of one.
Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
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