Calculated Risk
MAY 20, 2024
Altos reports that active single-family inventory was up 1.7% week-over-week. Inventory is now up 17.0% from the February bottom, and above the maximum for inventory last year! Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of May 17th, inventory was at 578 thousand (7-day average), compared to 568 thousand the prior week.
Wealth Management
MAY 20, 2024
Thoughts about major trends affecting the 401(k) and defined contribution industry and what the future might hold.
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Abnormal Returns
MAY 20, 2024
Podcasts Daniel Crosby talks with Jason Pereira, Partner and Financial Planner at Woodgate Financial, about AI and wealth management. (standarddeviationspod.com) Dan Haylett talks with Derek Hagen who is the founder of Money Health Solutions about creating a meaningful retirement. (open.spotify.com) Leadership Vanguard has a new CEO, and its sooner than anticipated.
Wealth Management
MAY 20, 2024
Understand the distinction between investors and collectors of gold, their goals and the risks they're willing to take.
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
MAY 20, 2024
Strategy Options are a tool. Use them accordingly. (fortunesandfrictions.com) Why finance professionals should take less equity market risk. (rogersplanning.blogspot.com) 11 investing principles from Bill Miller including how to avoid value traps. (investmenttalk.co) Financial media Sam Ro's favorite free finance newsletters. (tker.co) The 18 best investing blogs of 2024.
Wealth Management
MAY 20, 2024
Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MAY 20, 2024
While making the case for improved industry diversity is “not a sprint,” showing the financial imperative for doing so is the best way to convince leaders, according to participants during the Focused on the Future Think Tank at Wealth Management EDGE.
Calculated Risk
MAY 20, 2024
From Fed Vice Chair Philip Jefferson: U.S. Economic Outlook and Housing Price Dynamics. An excerpt on housing: The Housing Market The Fed sets policy to promote its dual-mandate objectives of maximum employment and price stability, and employment and inflation depend on conditions in the entire economy. Still, given our gathering today, I thought it would be appropriate to dive a bit deeper into the housing and home finance markets.
Wealth Management
MAY 20, 2024
Top CMOs discuss how to drive organic growth through experimentation, competition, follow-up and cataloging of best methods.
Calculated Risk
MAY 20, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Close Enough to Unchanged Over The Weekend Technically, today's average mortgage rates are higher for a third straight business day, but most prospective borrowers won't even notice. For many lenders, the changes are so small that the average borrower won't see any change from scenarios quoted on Friday afternoon.
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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
MAY 20, 2024
Christopher P. Woehrle explains how the growth of name, image and likeness-based fundraising for student-athletes’ compensation may be reaching a legal crossroads.
Calculated Risk
MAY 20, 2024
From the MBA: Share of Mortgage Loans in Forbearance Remains at 0.22% in April he Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of April 30, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.1 million borrowers since March 2020.
Wealth Management
MAY 20, 2024
Martin M. Shenkman and Joy Matak identify issues surrounding qualified personal resident trusts.
Calculated Risk
MAY 20, 2024
Today, in the Calculated Risk Real Estate Newsletter: 4th Look at Local Housing Markets in April; California Home Sales Up 4.4% YoY in April A brief excerpt: The NAR is scheduled to release April existing home sales on Wednesday, May 22nd. The consensus is for 4.18 million SAAR, down from 4.19 million in March. Housing economist Tom Lawler expects the NAR to report sales of 4.23 million SAAR for April.
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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
MAY 20, 2024
Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.
Advisor Perspectives
MAY 20, 2024
Relative to 18 developed economies since 1870, U.S. leverage is high though not unprecedented. However, unless the recent rise in interest rates reverses, the U.S. will need to cut its debt load.
Wealth Management
MAY 20, 2024
WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives.
Advisor Perspectives
MAY 20, 2024
In many ways, the journey involved with reaching the summit of Mount Everest parallels the journey to a secure retirement.
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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.
Wealth Management
MAY 20, 2024
Legal Editor Anna Sulkin Stern discusses this month's cover art.
Alpha Architect
MAY 20, 2024
This paper explores the applicability of the Bernanke-Blanchard (BB) model across diverse economies, revealing commonalities and differences in inflation dynamics post-pandemic. Postpandemic Inflation in Eleven Economies was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
MAY 20, 2024
The approval process for spot Ethereum ETFs is running into some roadblocks, reports FX Empire. Mergers & Acquisitions looks at the benefits and drawbacks of long-hold funds vs. secondaries. These are among the investment must reads we found this week for wealth advisors.
A Wealth of Common Sense
MAY 20, 2024
Today’s Talk Your Book is sponsored by F/m Investments: On today’s show, we spoke with Alex Morris, President and Chief Investment Officer of F/m Investments to discuss the basics of Fixed Income investing. On today’s show, we discuss: What duration, maturity, and convexity mean to a bond How duration changes over time with the movement of rates Duration of an individual bond vs a bond fund Understandi.
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.
Wealth Management
MAY 20, 2024
Al W. King III provides the reasons why non-resident aliens are choosing the United States to situs their trusts.
Carson Wealth
MAY 20, 2024
Dow 40K Is Here! A major milestone was hit last week, as the Dow Jones Industrial Average closed above 40,000 for the first time. While there isn’t much difference between 40,000 and 39,999, it is quite significant from a psychological perspective. Despite numerous analysts predicting an imminent recession and near-certain bear markets, we at Carson pushed back against those false narratives all year.
Wealth Management
MAY 20, 2024
Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.
Financial Symmetry
MAY 20, 2024
If you are approaching the middle years of retirement, you may notice that it feels much different than in the beginning. While this stage is not as intimidating as the beginning of retirement, there is still much to do in … Continued The post Decision Making in the Middle Years of Retirement, Ep #216 appeared first on Financial Symmetry, Inc.
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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.
Wealth Management
MAY 20, 2024
Peter Mintzberg, currently the global head of strategy for asset and wealth management at Goldman Sachs Asset Management, will become the new CEO on August 15
Advisor Perspectives
MAY 20, 2024
All eight of the indexes on our world watch list have posted gains through May 20, 2024. Hong Kong's Hang Seng finished in the top spot with a YTD gain of 16.96%. Tokyo's Nikkei 225 finished in second with a YTD gain of 16.75% while the U.S.'s S&P 500 finished in third with a YTD gain of 11.92%.
Wealth Management
MAY 20, 2024
WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives.
Advisor Perspectives
MAY 20, 2024
Geography, it’s often said, is destiny. The paths nations follow though history are written like a script on the patterns of their rocks, rivers, plains and coasts, in ways that often confound the views of the people who inhabit them. It’s rare for a country to escape that geological fate.
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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