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Conservatory at Biltmore, by Ann Vasilik via Our State There are four million households in North Carolina. Approximately half of those households (1.922 million) are comprised of a married male and female with children. Another half million are a female head of household with kids. There’s 180,000 or so male-led homes with children and then 1.4 million non-family households.
Markets Money market funds are gorging on T-bills. (ft.com) The markets are not expecting further Fed rate hikes. (capitalspectator.com) Strategy A history of the pandemic era stock market boom (and bust). (morningstar.com) Is gold a good investment? Meh. (monevator.com) Crypto Blackrock ($BLK) is all ready to go with a spot Bitcoin ETF. (etf.com) Grayscale is teaming up with FTSE Russell on crypto indices.
Welcome everyone! Welcome to the 356th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sarah-Catherine Gutierrez. Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. What's unique about Sarah-Catherine, though, is that despite the common industry belief that the only way to build and scale a firm is through AUM, she has
Corporate finance Why aren't corporate bankruptcies higher already? (mailchi.mp) CEOs who take responsibility for firm performance get better marks. (sciencedirect.com) How AI can be used to identify information in conference calls. (alphaarchitect.com) Companies with available, undrawn lines of credit outpeform. (ft.com) Global How will aging populations affect economic growth and stock returns?
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.
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Small Caps are F*cked – “But as with everything, there is more to the story…” ►Chevron Buys Hess – Second major domestic oil deal in a month after Exxon agreed to buy Pioneer.
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Small Caps are F*cked – “But as with everything, there is more to the story…” ►Chevron Buys Hess – Second major domestic oil deal in a month after Exxon agreed to buy Pioneer.
The S&P 500 is flat since the Fed started raising rates in March 2022. It’s weathered the hiking cycle much better than smaller stocks that are more sensitive to tighter financial conditions. Over the same time, the Russell 2000 is down 16%. On last week’s What Are Your Thoughts? I shared this chart from Bank of America comparing long-term debt maturities of small versus large-cap indices.
Today, in the Calculated Risk Real Estate Newsletter: Total Housing Completions Will Likely Increase Slightly in 2023; The Mix will Change Brief excerpt: Although housing starts have slowed, completions will likely increase slightly in 2023. This graph shows total housing completions and placements since 1968 with an estimate for 2023 based on completions through September.
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.
The housing market is broken. Affordability is as bad as it’s ever been. Mortgage rates are high. Prices are high. There is no supply on the market. It’s a mess. So who’s to blame? In a recent piece at Fortune I went through the suspects to figure out how we got here. * The housing market feels broken at the moment. Prices skyrocketed 50% nationally over the course of the pandemic.
The Federal Reserve’s recent sentiment report found that three-quarters of its survey respondents were concerned about the health of commercial real estate as a near-term risk. The Wall Street Journal looks at how big data has helped landlords charge higher rents even while incurring higher vacancies.
A few excerpts from a research note by Goldman Sachs economist Ronnie Walker: Higher for Longer and the 2024 Housing Outlook Sustained higher mortgage rates will have their most pronounced impact in 2024 on housing turnover. As a result, we expect the fewest annual existing home sales since the early 1990s at 3.8mn. While vacancy rates remain at historic lows, we expect housing starts to decline by 4% to 1.34mn in 2024, reflecting sharply fewer multifamily starts.
The CAIS Solutions software-as-a-service platform allows advisors to manage all clients’ alternative investments, even those not sourced through CAIS’s marketplace.
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
By Nguyễn Thị Minh Nguyệt What started out as a marketing disaster for five-year MDRT member Nguyen Thi Thu Dung , of Ho Chi Minh, Vietnam, became an opportunity to educate the public about insurance and find new clients. It began when Nguyen posted a video supporting life insurance on her TikTok account. It received almost 800,000 views as well as a lot of negative comments about insurance.
Today’s Animal Spirits is brought to you by YCharts and The College for Financial Planning: See here to learn more about how advisors use YCharts to save clients money on taxes See here to learn more about the Accredited Behavioral Financial Professional designation and here for a Master in Personal Financial Planning Email us at info@ritholtzwealth.com to set up an in-person meeting with us while in Charlotte!
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.
Guest: Dr. Preston Cherry , AFC®, CFT-I , CFP®, Ph.D., the Founder and President of Concurrent Financial Planning , a comprehensive financial planning firm serving households and business owners across generations. Dr. Cherry is also Head of the Financial Planning Program and Director of the Charles Schwab Center for Personal Financial Planning at the University of Wisconsin–Green Bay.
Proposed changes to the Uniform Business Practices Rule conflict with Reg BI, will increase costs and decrease choice for investors and financial advisors, writes Cetera’s director of regulatory affairs.
A major investing mistake that investors often make is avoidable. We all realize that investing mistakes are going to be made. And there are some investing mistakes that are simply unavoidable and there’s really not much you can do about them.
The former Morningstar executive discussed the drive to start the company, how they have been using artificial intelligence, their philosophy on integrations and their upcoming inaugural conference.
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.
With interest rates at near 20-year highs, guaranteed lifetime income locks in those rates for the rest of one’s life, creating better retirement outcomes.
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Fifth district manufacturing activity changed little in October, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index inched down from 5 in September to 3 in October, marking its 2nd consecutive positive reading. This month's reading was consistent with the forecast.
Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.
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