Wealth Management
OCTOBER 30, 2023
Former rep Sidney Lebental is citing FINRA’s legal sparring match with Alpine Securities to halt disciplinary proceedings against him. Meanwhile, FINRA has responded to Alpine’s allegations.
Calculated Risk
OCTOBER 30, 2023
Altos reports that active single-family inventory was up 1.5% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of October 27th, inventory was at 563 thousand (7-day average), compared to 554 thousand the prior week. Year-to-date, inventory is up 14.6%. And inventory is up 38.5% from the seasonal bottom 28 weeks ago.
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Wealth Management
OCTOBER 30, 2023
A look at investment options for 401(k) plans beyond TDFs.
Abnormal Returns
OCTOBER 30, 2023
Strategy There's nothing magic about asset allocation. (obliviousinvestor.com) Do stocks really become less risky over the long run? (morningstar.com) Companies Google ($GOOGL) is investing $2 billion in AI player Anthropic. (axios.com) Pharmaceutical companies are getting out to the consumer product business. (wsj.com) Fidelity has further marked down the value of their stake in Twitter.
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Wealth Management
OCTOBER 30, 2023
The White House unveiled a new plan aimed at incentivizing office-to-residential conversions. Caution has crept into the industrial market, where some big users of space are holding off on additional commitments, reports Bisnow. These are among the must reads from the real estate investment world to start the new week.
The Big Picture
OCTOBER 30, 2023
Buoyed by low interest rates for the last decade, many property markets have seen substantial price growth since 2010. Experts warned that real estate bubbles—in which the price of assets moved up far beyond their intrinsic value—were forming. The UBS Global Real Estate Bubble Index analyzes the real estate market of 25 major cities across the globe and assigns them a score between -0.5 to 2.0 to convey bubble risk.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
OCTOBER 30, 2023
Podcasts Brendan Frazier talks with Jake Northrup of Experience Your Wealth about how he infuses the human side to help clients live their ideal life. (wiredplanning.com) Thomas Kopelman talks donor advised funds with Adam Nash of Daffy. (podcasts.apple.com) Michael Kitces talks with Sarah-Catherine Gutierrez, founder of Aptus Financial, about operating as a flat-fee advice-only firm.
Wealth Management
OCTOBER 30, 2023
A turnover in ownership for a huge percentage of America’s farmland appears imminent.
Nerd's Eye View
OCTOBER 30, 2023
After several years of turmoil caused by the pandemic, financial advisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). But that's not to say that the conference landscape was not altered by the pandemic; instead, the pandemic appears to have served as a catalyst that accelerated trends that were already underway, such that financial advisor conferences today look substantively different than they
Calculated Risk
OCTOBER 30, 2023
A few excerpts from a note by Goldman Sachs economists Spencer Hill and Manuel Abecasis: 2024 Inflation Outlook: Approaching the Target "We are lowering our December 2024 core CPI forecast by two tenths to 2.7% year-on-year, and we continue to expect a significant decline in core PCE inflation from 3.7% currently to 2.4% in December 2024. We expect the backdrop of falling but above-target inflation to validate the Fed’s decision to hold the fed funds rate at its current level until 2024Q4.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Wealth Management
OCTOBER 30, 2023
Morgan Stanley announced last week that Ted Pick will succeed James Gorman as CEO.
Calculated Risk
OCTOBER 30, 2023
From Matthew Graham at Mortgage News Daily: Mortgages Rates Just Barely Higher. Bigger Moves Are Likely Ahead Mortgage rates barely budged today. The average lender was just a hair higher compared to Friday's top tier conventional 30yr fixed rate offerings. The biggest risk (or opportunity) involves a cohesive message across multiple economic reports and events.
Wealth Management
OCTOBER 30, 2023
Wednesday, November 29, 2023 | 2:00 PM ET
The Big Picture
OCTOBER 30, 2023
As promised, here is my presentation “ Navigating Financial Disasters ” from today at the Orlando Money Show… The post Presentation: Navigating Financial Disasters appeared first on The Big Picture.
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
Alpha Architect
OCTOBER 30, 2023
The relationship between financial markets and ESG investing is obscured by the lack of clarity regarding motivations for investing in ESG strategies. Is the motive to align the investor’s values with the ESG theme? Or is the ESG term a misnomer for a set of stocks that are systematically undervalued, for some reason as a function of its ESG characteristics?
The Big Picture
OCTOBER 30, 2023
My what am I doing in Orlando morning plane reads: • It’s Time to Stop Crying About Bonds and Buy Them Instead : Treasuries have had one of their worst three-year stretches on record. Why it can’t get much worse. ( Barron’s ) • Is E.S.G. Falling Out of Favor? Chevron’s $53 billion bid for Hess may drive consolidation in the oil patch. Meanwhile, investors are pulling back from climate-focused investment products. ( New York Times ) see also Why the Right’s Bud Light Boycott Worked :
Cornerstone Financial Advisory
OCTOBER 30, 2023
Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market. The Dow Jones Industrial Average dropped 1.88%, while the Standard & Poor’s 500 declined 3.29%.
Investment Writing
OCTOBER 30, 2023
Can you spot what’s wrong in the image below? Please post your answer as a comment. Oops, someone didn’t proofread this survey carefully. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for October 30: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
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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.
Advisor Perspectives
OCTOBER 30, 2023
While getting your loans wiped out in one fell swoop can seem like a lifesaver, it may come with some negative financial implications. I cover what you need to know.
A Wealth of Common Sense
OCTOBER 30, 2023
Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Brendan Ahern, CIO of Kraneshares to discuss their new Global Luxury Index ETF $KLXY On today’s show, we discuss: The creation of the Luxury ETF Luxury spending dynamics and recessions Getting exposure to China through European companies Demographic trends and the wealth effect Utilizing thematics in a portfolio Finding a better.
Advisor Perspectives
OCTOBER 30, 2023
The world is a cold, hard, mean place and you are going to suffer if you allow bullying comments from a tough prospect to derail you.
Carson Wealth
OCTOBER 30, 2023
Stocks fell again last week, even as yields paused and overall earnings were solid. As of Thursday, the S&P 500 is down nearly 10% from its late-July peak. A decline of 10% or more would be classified as a correction. It’s important to know that 10% corrections occur most years. Since 1980, 22 out of 42 years saw at least one double-digit, peak-to-trough correction, with 12 of those years ending higher and gaining an average of 17.0%.
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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?
Advisor Perspectives
OCTOBER 30, 2023
Many entry-level jobs, especially those in education and social services, do not pay well enough for recent graduates to balance their student loan payments with rent and other expenses. This is where income-based repayment plans for student loans come in.
XY Planning Network
OCTOBER 30, 2023
With the overwhelming amount of rulemaking taking place at the SEC, the operational impact of maintaining compliance, when taking into account the totality of the rules recently finalized and currently being proposed, is sure to be significant for most investment advisers going forward. Regardless of whether you are state-registered or registered with the SEC, it is a good practice to understand what the SEC is focused on and what is going on with new (and proposed) regulations.
Norman Marks
OCTOBER 30, 2023
For years now, I have been preaching (sorry) about the need for internal auditors to cut out any activity that doesn’t create value for its customers in management and on the board. This is an essential element in the great discipline, originally used in manufacturing by Toyota, called Lean.
Integrity Financial Planning
OCTOBER 30, 2023
Everyone’s financial situation is different. Loan status, job situation, and the age of your kids all significantly impact your financial situation as you approach retirement. When it comes to Social Security there are a lot of different factors to consider, and the right path forward may not be apparent to you. Just because someone else made a similar financial move that worked doesn’t mean it will work for you.
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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.
Trade Brains
OCTOBER 30, 2023
Honasa Consumer IPO Review : The much awaited IPO is set to hit the markets. Honasa Consumer which owns the flagship brand- Mamaearth, is coming up with the IPO which is set to be listed on the NSE and BSE. The IPO will be open for subscription on 31st October 2023 and closes on 2nd November 2023. In this Honasa Consumer IPO review, which owns the brand- Mamaearth, we look at their scale of operations, GMP, strengths, weaknesses & more.
WiserAdvisor
OCTOBER 30, 2023
What do you do before you visit a doctor? Understand your condition, prepare for all the questions that the doctor would ask, ensure all your test reports and medical history documents are in order and so on. Preparation is a must even before you visit a financial advisor. 7 Things to do to prepare for your first financial advisor meeting List your assets and liabilities Outline your income and expenses Write down your goals Consider the needs of your family Understand your financial strengths
Advisor Perspectives
OCTOBER 30, 2023
I analyze the math of annuity income riders and how you pay the insurance company to draw down your own assets. It is highly unlikely the insurers will pay a dime, which makes those riders questionable.
Financial Symmetry
OCTOBER 30, 2023
There’s so much we can overlook with retirement plans. On this special Halloween-themed episode we’re sharing some retirement plan horror stories to avoid in your own wealth-building journey. Listen in to ensure that these horrors don’t ruin your retirement plans. Zombie … Continued The post Retirement Plan Horror Stories, Ep #202 appeared first on Financial Symmetry, Inc.
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.
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