Calculated Risk
AUGUST 13, 2024
Fannie reported results for Q2 2024. Here is some information on single-family Real Estate Owned (REOs). Fannie Mae reported the number of REOs decreased to 7,179 at the end of Q2 2024, down 10% from 7,971 at the end of the previous quarter, and down 17% year-over-year from Q2 2023. For Fannie, this is down 96% from the 166,787 peak number of REOs in Q3 2010.
Wealth Management
AUGUST 13, 2024
The finalization of the actress’ divorce gave her control over her estate plan.
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Calculated Risk
AUGUST 13, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-August 2024 A brief excerpt: This 2-part overview for mid-August provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale ! Here is a graph of new listing from Realtor.com’s J uly 2024 Monthly Housing Market Trends Report showing new listings were up 3.6% year-over-year in June.
Wealth Management
AUGUST 13, 2024
Kim Krueger of Krueger Financial Services said Commonwealth was “well-equipped” to support the firm’s business model, with the option to shift to a hybrid RIA approach later.
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
Abnormal Returns
AUGUST 13, 2024
Venture capital There is nothing normal about the distribution of angel investment returns. (blogs.cfainstitute.org) How VCs drive media coverage of their portfolio companies. (papers.ssrn.com) Research How long can stocks underperform inflation? (ofdollarsanddata.com) Retail trading frenzies can have real world impacts. (papers.ssrn.com) How much protection do individual investors need?
Wealth Management
AUGUST 13, 2024
Three Wall Street executives weigh in on the dangers they see ahead for investors.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 13, 2024
Summit is making the majority investment alongside Merchant Investment Management, its backer.
Calculated Risk
AUGUST 13, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, The Consumer Price Index for July from the BLS. The consensus is for a 0.2% increase in CPI, and a 0.2% increase in core CPI.
Wealth Management
AUGUST 13, 2024
Universal IRA aims to eliminate the need for investors to manage multiple self-directed portfolios to access alternatives.
Abnormal Returns
AUGUST 13, 2024
Bonds Bonds are back as portfolio balance. (morningstar.com) Bonds have had a good run of late. (ft.com) Markets Exchange stocks are outperforming. (allstarcharts.com) Have defensive stocks finally stopped going down? (entrylevel.topdowncharts.com) How small cap sector weights differ from large cap. (ft.com) Fund management Index funds have succeeded in spite of the asset management industry.
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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
AUGUST 13, 2024
Discover the power of cash balance over traditional DB plans.
A Wealth of Common Sense
AUGUST 13, 2024
Do you know how long we’ve been in a recession for since the end of the Great Financial Crisis? Two months. In 15 years, the U.S. economy has been in a recession for just two months! That’s roughly 1% of the time, meaning that since July 2009, the United States has avoided a recession 99% of the time.
Wealth Management
AUGUST 13, 2024
Outsourcing is a highly personal decision based on an advisor’s specific business circumstances, not general industry or market trends.
Nerd's Eye View
AUGUST 13, 2024
Welcome everyone! Welcome to the 398th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Wulff. Eric is the CEO of Marcum Wealth, an RIA based in Cleveland, Ohio, that oversees $2.5 billion in assets under management for approximately 2,700 client households. What's unique about Eric, though, is how he has built Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, in large part by cultivating mutually beneficial rel
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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
AUGUST 13, 2024
Crux Wealth Advisors, founded by advisor Travis Alexander, launches with the first $1 billion in a multi-phase transition, and it will use Pershing for custody.
Advisor Perspectives
AUGUST 13, 2024
Baby Boomers likely won’t have time to recover from the next crash. Their loss is also their heirs’ loss. There’s $70 trillion in play. Baby boomers shouldn’t be greater fools.
Million Dollar Round Table (MDRT)
AUGUST 13, 2024
By Bryce Sanders The job of a life insurance agent or financial advisor is often lonely, and it’s difficult too. When it comes to socializing, you might go out with fellow agents and advisors; however, it’s not the best way to meet potential clients. Let us consider another approach. How about spending time at places that attract wealthy, successful people?
Advisor Perspectives
AUGUST 13, 2024
Gas prices fell to their lowest level in five months this past week. As of August 12th, the price of regular and premium gas both decreased 3 cents from the previous week. The WTIC end-of-day spot price for crude oil closed at $80.06, down 9.8% from last week and its largest weekly increase since April 2023.
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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.
Harness Wealth
AUGUST 13, 2024
NEW YORK, August 13, 2024 – Inc. revealed today that Harness ranks #192 overall on the 2024 Inc. 5000 , its annual list of the fastest-growing private companies in America. The prestigious ranking provides a data-driven look at the most successful companies within the economy’s most dynamic segment—its independent, entrepreneurial businesses. Microsoft, Meta, Chobani, Under Armour, Timberland, Oracle, Patagonia, and many other household-name brands gained their first national exposure as honoree
Advisor Perspectives
AUGUST 13, 2024
Wholesale inflation cooled more than expected last month. The producer price index for final demand increased 0.1% month-over-month (s.a.). On an annual basis, headline PPI decelerated from 2.7% in June to 2.2% in July.
Trade Brains
AUGUST 13, 2024
FinGrad is delighted to announce the successful completion of the Traders Gala, a four-day event held from July 26th to July 29th, 2024, at the prestigious Hard Rock Hotel in Goa, India. Bringing together over 140 traders, the event has solidified its position as a key gathering for the trading community. The Traders Gala, generously supported by HDFC Sky as the lead sponsor, and further backed by Tradejini , Mudrex , and Trade Brains Portal as Gold Sponsors, offered participants a unique opport
Advisor Perspectives
AUGUST 13, 2024
The headline number for the NFIB Small Business Optimism Index jumped to 93.7 in July. Despite being the highest level since February 2022, the latest reading marks the 31st consecutive month the index has been below the series historical average of 97.9. The latest reading was higher than the forecast of 1.5.
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.
Random Roger's Retirement Planning
AUGUST 13, 2024
I stumbled into ETFs that lever up 7-10 treasury notes. The regular exposure can be had with the iShares 7-10 Year Bond ETF (IEF). The 2x version is the ProShares Ultra 7-10 Year Treasury (UST) and the 3x version is the Direxion Daily 7-10 Year Treasury Bull 3x Shares (TYD). The first chart captures IEF, 50% UST with 50% cash and 33.33% TYD with 66.67% cash so none of them is leveraged up, we're just keeping the rest in cash.
Midstream Marketing
AUGUST 13, 2024
Key Highlights A good marketing plan is important for financial advisors. It helps them find ideal clients, build trust, and grow their business. This guide shows key strategies to build a financial advisor marketing plan. These include finding your target audience and using social media, as well as offline marketing methods. You will learn how to create a value proposition, make engaging content, and build a strong online presence to attract potential clients.
Indigo Marketing Agency
AUGUST 13, 2024
Being a financial advisor is a lot of things, but it’s not glamorous. There can be lots of repetitive conversations, far too much screen time, and a stressful March and April every year. You want to grow your business…but just sustaining it is a full-time job. You want to vastly increase your AUM…but it doesn’t feel like there’s enough hours in the day.
NAIFA Advisor Today
AUGUST 13, 2024
Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. A dedicated NAIFA member since 1987, he has served as president of his local association and NAIFA Texas. Doug actively participated in the IFAPAC committee and recently played a crucial role in NAIFA's stand against the Department of Labor's fiduciary rule proposal.
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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.
Advisor Perspectives
AUGUST 13, 2024
When two popular trades, such as buying US big tech stocks and selling the Japanese yen, are unraveling at the same time, investors naturally think they are somehow related.
Alpha Architect
AUGUST 13, 2024
The following factor performance modules have been updated on our Index website. Global Factor Performance: August 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Advisor Perspectives
AUGUST 13, 2024
Having been warned about the risk, investors now ask if the yen carry trade unwind is complete. Here's how far it might still go.
Trade Brains
AUGUST 13, 2024
It’s been around 18 months since the reports of Adani allegations by Hindenburg Research resulted in a fall in Adani Group stocks. Ever since the Adani Group has denied the claims and the SEBI has been investigating these allegations. Now, there is another report from Hindenburg. On 10th August 2024, Hindenburg came out with a report regarding the SEBI’s chairperson stake in Adani companies through offshore funds.
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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