Wealth Management

APRIL 23, 2024

The bank has struck an agreement to transfer clients and their assets from the unit known as Marcus Invest to Betterment, a $45 billion digital investment-advisory firm.

Investing 249

Investing Investments Sales Banking 249

Nerd's Eye View

MAY 29, 2024

And while many businesses can build up substantial value over the years, the downside is that, when that value is realized upon the sale of the business, a large amount of it is treated as taxable income. One way to reduce the tax impact of selling a small business is by using an installment sale. Under IRC Sec. Under IRC Sec.

Sales 246

Sales Taxes Assets Retirement 246

The Big Picture

JANUARY 17, 2025

Previously, he served as President, overseeing Barings investments, sales, operations, and technology organizations. Be sure to check out our Masters in Business next week with Mike Freno, Chairman and CEO of Barings. The global financial services firm manages $431 billion and is owned by insurance giant Msss Mutual.

Wealth Management 321

Wealth Management Financial Services Education Insurance 321

Wealth Management

OCTOBER 1, 2024

Schwab Asset Management is splitting shares on two-thirds of its ETFs in an attempt to boost sales. These are among the investment must reads we found this week for wealth advisors.

Wealth Advisor 288

Wealth Advisor Investing Investments Assets 288

Wealth Management

APRIL 17, 2023

Driven by private equity activity, entity-level transactions accounted for more than half of investment sales volume in the data center space in 2022.

Investing 278

Investing Investments Accounting Sales 278

Calculated Risk

DECEMBER 4, 2024

Sales of farm equipment were a notable headwind to overall investment activity, and several contacts expressed concerns about the future prices of equipment given ongoing weakness in the farm economy. Still, contacts generally reported financing remained available.

Economics 278

Economics Economy Sales Investments 278

Wealth Management

MARCH 1, 2023

WMRE talked to a number of real estate investment experts in the first two months of 2023 to get their takes on navigating a climate with higher interest rates and reduced sales volumes.

Investing 287

Investing Investments Numbers Sales 287

Calculated Risk

JANUARY 1, 2025

Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on this blog). Question #8 for 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025?

Economics 272

Economics Sales Investing Investments 272

Wealth Management

JANUARY 26, 2023

Appraisal business is down, as investment sales activity and refinancing deals have declined. Now, appraisers must rely on supplemental data to make value assessments.

Sales 278

Sales Assets Investments Investing 278

Calculated Risk

DECEMBER 28, 2024

New Home Sales Increase to 664,000 Annual Rate in November FHFAs National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores Lawler: New Census Population Estimates Show Massively Higher Population Growth Question #8 for 2025: How much will Residential investment change in 2025?

Sales 147

Sales Investing Investments Marketing 147

Nerd's Eye View

NOVEMBER 14, 2024

As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it.

Financial Advice 246

Financial Advice Communication Sales Assets 246

Calculated Risk

MARCH 21, 2025

Here is my outlook at the start of 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025? Next week Ill update my outlook for housing starts, home sales, house prices and more based on the policy changes. What will happen with house prices in 2025?

Sales 162

Sales Investments Investing Marketing 162

Abnormal Returns

MARCH 17, 2025

awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. propublica.org) Economy Retail sales are decelerating. Markets Corrections happen more often than you remember.

Media 195

Media Retail Economy Management 195

Nerd's Eye View

NOVEMBER 22, 2023

In this guest post, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, discusses in depth the various stages of buying, selling, and merging an investment advisory and financial planning business. Read More.

Compliance 246

Compliance Sales Financial Advisor Financial Planning 246

The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investing 296

Investing Investments Valuation Portfolio 296

Calculated Risk

DECEMBER 7, 2022

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). I also look at the yield curve, but I've found new home sales is generally more useful. Note that Residential Investment is quarterly and single-family starts and new home sales are monthly.

Sales 361

Sales Economy Engineering Investing 361

Calculated Risk

SEPTEMBER 16, 2022

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). I also look at the yield curve, but I've found new home sales is generally more useful. Note that Residential Investment is quarterly and single-family starts and new home sales are monthly.

Sales 363

Sales Economy Economics Investments 363

Calculated Risk

FEBRUARY 14, 2025

Feb 14th] emphasis added From Goldman: Following this mornings retail sales and industrial production reports, we lowered our Q1 GDP tracking estimate by 0.3pp to +2.0% (quarter-over-quarter annualized) and our Q1 domestic final sales forecast by 0.1pp to +2.2%. From BofA: Next week, we will initiate our 1Q GDP tracker. percent and 6.2

Retail 162

Retail Sales Investments Investing 162

Abnormal Returns

OCTOBER 19, 2023

disciplinefunds.com) Existing home sales are in free fall. (politico.com) China's fertility rate has fallen off the table. marginalrevolution.com) Housing What it would take to unlock the housing market. bonddad.blogspot.com) Economy Still no sign of a pick up in weekly initial unemployment claims.

Financial Advising 263

Financial Advising Investing Investments Media 263

Calculated Risk

MAY 29, 2023

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. New home sales peaked in 2020 as pandemic buying soared.

Sales 363

Sales Economy Banking Economics 363

Calculated Risk

DECEMBER 27, 2024

Our Q4 domestic final sales forecast stands at +2.3% (quarter-over-quarter annualized). After both the advance durable manufacturing report and the new home sales release from the US Census Bureau, the nowcast of fourth-quarter real gross private domestic investment growth increased from 1.2 percent to 1.3 Dec 24th estimate]

Manufacturing 147

Manufacturing Sales Investing Investments 147

Nerd's Eye View

NOVEMBER 4, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Advisor sales enablement platform Nitrogen has announced its own feature for extracting information from prospects' investment statements that can be automatically fed into Nitrogen's analysis and proposal generation tools, which (..)

Estate Planning 243

Estate Planning Planning Communication Taxes 243

The Big Picture

JANUARY 24, 2025

The firm is owned by Mass Mutual, and half of its $431 billion in invested assets are from the insurance giant, with the rest coming from institutional investors. He also spent 5 years as the company’s President, overseeing a majority of Barings business sectors, including investments, sales, operations and tech.

Insurance 195

Insurance Assets Management Banking 195

Calculated Risk

JULY 29, 2022

The BEA reported that investment in non-residential structures decreased at a 11.7% Investment in petroleum and natural gas structures increased in Q2 compared to Q1 and was up 31% year-over-year. The first graph shows investment in offices, malls and lodging as a percent of GDP. annual pace in Q2. year-over-year.

Commission 363

Commission Manufacturing Investments Investing 363

Calculated Risk

DECEMBER 28, 2022

8) Residential Investment: Residential investment (RI) was a drag on growth in 2022 as the housing market slowed sharply. New home sales were down 15.2% Note: RI is mostly investment in new single-family structures, multifamily structures, home improvement and commissions on existing home sales.

Economics 347

Economics Economy Sales Commission 347

Wealth Management

DECEMBER 27, 2022

A strong start to 2022 marked by robust fundamentals and record levels of investment sales activity transitioned into a second half marked by uncertainty, leaving commercial real estate on unsteady footing heading into 2023.

Sales 312

Sales Investments Investing 312

Abnormal Returns

JANUARY 14, 2025

finance.yahoo.com) Finance Fidelity Investments is entering into the stock transfer agent market. fastcompany.com) Crumbl is reportedly for sale. (safalniveshak.com) Companies Corporate spinoffs are getting bigger and more complex. axios.com) Databricks is raising venture debt. edition.cnn.com) Dutch Bros.

Compliance 182

Compliance Communication Media Economy 182

Nerd's Eye View

AUGUST 8, 2023

What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issues faced by small-to-mid-sized institutions and ultra-high-net-worth-families with $10s of millions of dollars each, and has built an RIA that focuses on that serious investing expertise as a differentiator. (..)

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

Wealth Management

FEBRUARY 12, 2024

Higher borrowing costs, volatile markets and economic uncertainty have made it more difficult for private equity firms to exit their existing investments through sales or initial public offerings.

Economics 305

Economics Sales Investments Investing 305

Wealth Management

SEPTEMBER 14, 2023

Despite Goldman Sachs’ sale of its Personal Financial Management unit, the Wall Street firm says it’s doubling down on serving registered investment advisors. “We We don’t want to compete with RIAs. But we want to serve RIAs,” said a Goldman Sachs exec.

Investment Advisor 311

Investment Advisor Sales Management Investments 311

Nerd's Eye View

MARCH 12, 2025

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. Charitably inclined investors can donate appreciated securities and avoid gains on the sale.

Taxes 146

Taxes Portfolio Asset Allocation Assets 146

Abnormal Returns

NOVEMBER 29, 2024

mrzepczynski.blogspot.com) Strategy No one is immune from investment FOMO. ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager. wsj.com) Black Friday sales are now more annoying than ever. Markets A look at the best performing stocks of the past 20 years.

Media 162

Media Retail Economy Economics 162

Abnormal Returns

APRIL 21, 2024

Top clicks this week TIPS are on sale. Time to buy. morningstar.com) Why everyone in finance seems to be doing deadlifts. wealthmanagement.com) Franklin Templeton ($BEN) is moving aggressively beyond stocks and bonds. advisorperspectives.com) The stock market was not counting on higher yields in 2024. economy.

Economy 298

Economy Sales Investing Investments 298

Wealth Management

SEPTEMBER 22, 2022

Despite record-high rents and strong demand for self-storage units, higher interest rates and debt costs have contributed to a slowdown in investment sales activity in the sector.

Sales 290

Sales Investments Investing 290

Wealth Management

JUNE 26, 2024

Open, honest and candid discussion about the DOL rule in Texas court, DC asset growth due to passive investing, Fisher's minority sale, Wealthies finalists and more.

Sales 261

Sales Assets Investments Investing 261

Abnormal Returns

NOVEMBER 5, 2023

Top clicks this week Six lessons from William Bernstein's "The Four Pillars of Investing." morningstar.com) 11 lessons learned about investing including 'You are not the next Warren Buffett.' alchemy.substack.com) Why it's easy to say you will buy when stocks 'go on sale.'

Asset Allocation 306

Asset Allocation Sales Assets Investing 306

Calculated Risk

MARCH 21, 2025

Mar 21st estimate] emphasis added From Goldman: We left our Q1 GDP tracking and domestic final sales estimates unchanged at +1.3% (quarter-over-quarter annualized) and +2.0%, respectively. (For more on the gold adjustment, see For GDP Forecasters, Some Gold Doesn't Glitter From BofA: Our 1Q GDP tracking remains unchanged at 1.9% percent to 9.1

Sales 147

Sales Investments Investing 147