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Altos reports that active single-family inventory was up 1.5% week-over-week. Inventory is now up 22.9% from the seasonal bottom in January and is increasing. Usually, inventory is up about 13% from the seasonal low by this week in the year. So, 2025 is seeing a larger than normal pickup in inventory. The first graph shows the seasonal pattern for active single-family inventory since 2015.
Ryan Nauman is joined by Joe Mallen, CEO of Modelist, to discuss the evolving landscape of wealth management and the increasing importance of customizable model portfolios, transparency, proactive communication, and adaptability in modern wealth management practices.
Hey, just back after taking the redeye home from Futureproof Colorado , and getting my feet back under me. But I wanted to briefly discuss tomorrow’s release of the University of Michigan (UMich) long-term inflation expectations. You probably know my thoughts on both Inflation Expectations and Sentiment Surveys. ICYMI, Inflation Expectations are a backwards looking exercise in the Recency Effect.
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act. The proposed legislation makes several aspects of TCJA 'permanent', including maintaining TCJA's tax brackets and the elevated estate tax exemption, while also introducing new potential tax-savings op
Podcasts Christine Benz talks with JL Collins about the revised edition of "The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life." (morningstar.com) Dan Haylett talks with Fritz Gilbert about his 10 Commandments of Retirement. (podcasts.apple.com) Peter Lazaroff talks with Mark Higgins, author of "Investing in U.S.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 1.1 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending May 9, 2025. The Market Composite Index, a measure of mortgage loan application volume, increased 1.1 percent on a seasonally adjusted basis from one week earlier.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 1.1 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending May 9, 2025. The Market Composite Index, a measure of mortgage loan application volume, increased 1.1 percent on a seasonally adjusted basis from one week earlier.
Few outsiders think new stores, no matter how well-conceived, will get Apple back on the hot-growth path… Maybe its time Steve Jobs stopped thinking quite so differently. BusinessWeek , May 21, 2001 24 years to the day — May 21, 2001 — a Businessweek1 commentary explained why the newfangled Apple Stores were destined to fail. This pronouncement motivated subsequent blog posts (notably in 2005 and 2021 ) and a full chapter in “ How Not to Invest.” In the spirit of t
Young advisors may feel – and face – an extra burden to prove their expertise to clients. After all, it can feel odd to create an estate plan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves! And while any advisor needs to determine how much detail to share when explaining strategic decisions, younger advisors may feel added pressure to prove their credibility.
Companies Charter Communications ($CHTR) and Cox Communications are merging. (cnbc.com) Meta's ($META) Facebook and Instagram are increasingly scam-filled. (wsj.com) How big an additional opportunity is experiences for Airbnb ($ABNB)? (platformaeronaut.com) Apple Apple ($AAPL) made a strategic mistake. (spyglass.org) Apple ($AAPL) is never going to make iPhones in the U.S.
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI April 2025: Billings continue to decline at architecture firms The AIA/Deltek Architecture Billings Index (ABI) score declined to 43.2 for the month. Billings have declined for 28 of the last 31 months, since they first dipped back into negative territory following the post-pandemic boom.
Speaker: Claire Grosjean, Global Finance & Operations Executive
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.
According to the Justice Department, Julie Anne Darrah would target elderly clients (some of whom were receiving end-of-life care), earn their trust and then steal their money.
The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News.
Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. In many advisory firms today, associate advisors don't begin with prospecting or running client meetings; instead, they start with back-end technical work, such as financial plan preparation, bef
Markets High yield bonds have bounced back. (morningstar.com) Short interest is ticking higher. (ft.com) Companies Retailers have only so much margin to sacrifice to tariffs. (nytimes.com) Some additional tariff math. (axios.com) AI OpenAI is buying Jony Ive's AI startup. (theverge.com) Google ($GOOGL) has a big AI lever to pull - Chrome. (spyglass.org) What does CoreWeave ($CRWV) actually do?
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.
Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Increased to 1.361 million Annual Rate in April A brief excerpt: Total housing starts in April were at expectations and starts in February and March were revised up, combined. The third graph shows the month-to-month comparison for total starts between 2024 (blue) and 2025 (red). Total starts were down 1.7% in April compared to April 2024.
The move was accompanied by a set of FAQs on how to custody digital assets, and marked the latest step in the commissions effort to significantly reform its previous approach to cryptocurrencies.
My back-to-work morning train WFH reads: The Stealthy Lab Cooking Up Amazons SecretSauce : The online giant bought a mysterious chip startup 10 years ago. It now looks like one of the smartest deals in tech history. ( Wall Street Journal ) Warren Buffett Reveals He Stepped Down After Finally Feeling His Age : The legendary investor, 94, opens up about his decision to hand the top job to Greg Abel; How do you know the day that you become old?
Consumer sentiment fell for a fifth straight month as ongoing economic uncertainty and inflation worries continue to drag down consumer attitudes. The Michigan Consumer Sentiment Index dropped to 50.8 in May, the second lowest reading on record.
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Podcasts Michael Kitces talks with Ed Slott about the benefits of becoming an IRA expert. (kitces.com) Matt Zeigler and Jack Forehand talk with Wade Pfau about the dangers of sequence of returns risk. (youtube.com) Advisortech How Robinhood's ($HOOD) robo-advisor works in practice. (riabiz.com) Basic Capital wants to bring leverage to your 401(k) plan.
Today, in the Real Estate Newsletter: In Q1 2025, 19% of Units Started Built-for-Rent were Single Family Brief excerpt: Along with the monthly housing starts report for April released last week, the Census Bureau also released Housing Units Started by Purpose and Design through Q1 2025. The first graph shows the number of single family and multi-family units started with the intent to rent.
A bonus LIVE episode of Masters in Business: I speak with bestselling author and financial journalist Michael Lewis, live, from the Landmark Theater in Port Washington, NY. Our wide-ranging, 90-minute conversation covered the full arc of his career, from Liars Poker to this years Who is Government. The informative and at times hilarious conversation included his experiences turning Moneyball into a film (including on-set hijinks from Brad Pitt), how his career as a writer evolved, and what he
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.
Bill Sweet joined me on the show again to discuss questions from our audience about harvesting gains in your stock portfolio to diversify, remote work for less money versus going back to the office for more, mis-timing the market and picking the right benchmark for your investments. Further Reading: How Long Does it Take For Stocks to Bottom in a Bear Market?
Wholesale inflation unexpectedly fell in April, experiencing its largest monthly decline in five years. The producer price index for final demand was down 0.5% month-over-month after a flat reading in March. This was lower than the expected 0.2% growth.
From Matthew Graham at Mortgage News Daily: Mortgage Rates Briefly Over 7% Before Mid-Day Improvement Mortgage rates jumped sharply over the weekend as financial markets reacted to Moody's credit rating downgrade of the U.S. News of the downgrade broke with only minutes left in Friday's market/business day, so most of the response played out when global markets opened again late last night.
Jump, Zeplyn and Zocks, which can all capture meeting notes and create summaries, help generate client communications and trigger service actions, have now been integrated with the AdvisorEngine platform.
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?
This week, I speak with John Montgomery , CEO, Founder and Portfolio Manager of Bridgeway Capital Management. His responsibilities include the firms strategic direction, investment management and risk oversight, portfolio management, and mentoring. John holds a Bachelor of Science in Engineering, a BA in Philosophy from Swarthmore College, and graduate degrees from MIT and Harvard Business School.
By Susan Quinn Being a long-term, successful financial advisor isnt just about navigating market trends or chasing the next big idea its about establishing a lasting foundation. Strong guiding principles are the cornerstone of lasting success. Essential elements of guiding principles Guiding principles articulate who you are, why you exist and how you intend to create value over the long haul.
Profitability subsumes all of the quality factor, explaining both the performance of the strategies the investment industry market and the factors that academics employnone of the quality factors generated significant positive alpha relative to profitability, the other Fama and French factors, and momentum. Profitability Retrospective: Key Takeaways for Investors was originally published at Alpha Architect.
On a monthly basis, retail sales increased 0.1% from March to April (seasonally adjusted), and sales were up 5.2 percent from April 2024. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for April 2025, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $724.1 billion, up 0.1 percent from the previous month , and up 5.2 percent from April 2024.
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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