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Altos reports that active single-family inventory was up 1.3% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 29th, inventory was at 535 thousand (7-day average), compared to 528 thousand the prior week. Year-to-date, inventory is up 9.0%. And inventory is up 31.9% from the seasonal bottom 24 weeks ago.
Today, in the Calculated Risk Real Estate Newsletter: ICE (Black Knight) Mortgage Monitor: "Home Prices Set Yet Another Record in August" A brief excerpt: Some interesting data on mortgage rates. Note the higher mortgage rates for the 2023 vintage - still a small portion of the overall market. A large portion of active mortgages are in the 2020-2022 vintages. • Given all the talk about near-term prepayment risk – and quick-turn refinance incentive – among recent originations, we thought it prude
A pair of affiliated accounting and wealth management firms are merging with Coldstream Wealth Management to ‘pioneer’ expanded approach to client service.
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
September 2023 How major asset classes performed in September 2023. (capitalspectator.com) How factors have performed YTD. (insights.finominal.com) The S&P 500 dropped each week in September. (quantifiableedges.com) Rates JP Morgan Chase ($JPM) is going hard for HNW deposits. (wsj.com) 5%+ yields make financial advice a tougher sell. (bloomberg.com) Crypto There is no love lost between the crypto industry and SBF.
Hits to CMBS and CLOs are bad news for the commercial real estate financing landscape, reports Commercial Observer. Active managers increased allocations to the healthcare, residential and data center sectors in the second quarter, according to Nareit analysis. These are among the must reads from the real estate investment world to kick off the week.
Podcasts Daniel Crosby talks with Jay Coulter about the five dimensions of a great advisory practice. (standarddeviationspod.com) Brendan Frazier talks with Ashley Quamme about working with couples. (wiredplanning.com) Steve Sanduski talks with Tom Morgan about the importance of always being curious. (barrons.com) Justin L. Mack talks with Samuel Deane about going from wealthtech user to wealthtech investor.
Podcasts Daniel Crosby talks with Jay Coulter about the five dimensions of a great advisory practice. (standarddeviationspod.com) Brendan Frazier talks with Ashley Quamme about working with couples. (wiredplanning.com) Steve Sanduski talks with Tom Morgan about the importance of always being curious. (barrons.com) Justin L. Mack talks with Samuel Deane about going from wealthtech user to wealthtech investor.
An Atlanta-based trio of advisors with $1 billion in assets is joining Linsco by LPL Financial from Fifth Third Private Bank, to launch PB FAM Private Wealth.
Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the e
My back-to-work morning train WFH reads: • October Almanac: Bear-Killer, Bargain Month, Turnaround Month : Seasonally Speaking, October is the time to buy stocks, especially late October and especially tech stocks and small caps. October can evoke fear on Wall Street as memories are stirred of crashes and massacres. We use the term “Octoberphobia” to describe the phenomenon of major market drops occurring during the month.
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.
From the Census Bureau reported that overall construction spending increased: Construction spending during August 2023 was estimated at a seasonally adjusted annual rate of $1,983.5 billion, 0.5 percent above the revised July estimate of $1,973.7 billion. The August figure is 7.4 percent above the August 2022 estimate of $1,847.3 billion. emphasis added Both private and public spending increased: Spending on private construction was at a seasonally adjusted annual rate of $1,551.8 billion, 0.5 p
During the early stages of the pandemic, energy expenditures as a percentage of PCE hit an all-time low of 3.3% of PCE. Then energy expenditures increased to 2018 levels by the end of 2021. With the invasion of Ukraine, energy expenditures as a percentage of PCE increased further in 2022. Here is an update through the August 2023 PCE report. This graph shows expenditures on energy goods and services as a percent of total personal consumption expenditures.
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.
The stock market is a complicated place. You have all sorts of different participants: day traders and swing traders, high-frequency traders and market makers, stock pickers and asset allocators, growth investors and value investors, and on and on. Then you have macroeconomic data that could impact the stock market in the short or long term: manufacturing and service reports, jobless claims and total employment, headline.
From Matthew Graham at Mortgage News Daily: Mortgage Rates Back Near Long-Term Highs The average didn't quite make it back to the multidecade highs seen last week, but the average borrower would see little--if any--difference in today's rate quotes. This represents a fairly big jump up from Friday (which saw a nice correction down from Thursday's highs).
(Posted with permission). The ISM manufacturing index indicated contraction. The PMI® was at 49.0% in September, up from 47.6% in August. The employment index was at 51.2%, up from 48.5% the previous month, and the new orders index was at 49.2%, up from 46.8%. From ISM: Manufacturing PMI® at 49% September 2023 Manufacturing ISM® Report On Business® conomic activity in the manufacturing sector contracted in September for the 11th consecutive month following a 28-month period of growth, say the na
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.
The implications of the competitive landscape for ETFs are mixed. On one hand, they have truly democratized investing. Investors now have access to the benefits of financial markets in one instrument that provides diversification at very low fees. Recently advertised fees on broad-based bond funds have fallen to 3bps. On the other hand, ETF providers have been able to satisfy investor demand for increasingly specialized products even though the evidence suggests they underperform.
Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was flat (+0.06%) for the week.
High Promoter Holding Stocks under Rs 100: In today’s world of investing, there are various figures and parameters one looks at before investing in a stock. But, one of the basic criteria that can indicate potential in the business is the amount of stake the promoters hold in their business. In this article, we will go through some of the top high promoter holding stocks under Rs 100.
Today’s Talk Your Book is brought to you by Standpoint Asset Management: On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss trend following and all-weather portfolios. See here for the Content Library and here for Standpoints monthly update. On today’s show, we discuss: An introduction to trend following Market-risk dynamics over time What managed futures are.
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.
Do-It-Yourself trend-following asset allocation weights for the Robust Asset Allocation Index are posted. DIY Trend-Following Allocations: October 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
What 4 things do prospects want to learn when they visit your website? Have you ever wondered what happens when a prospect visits your website? What do they want to find out? What kind of information are they looking for? What is it about the information your website provides that […] The post Advisors, 4 Surprising Things Prospects Want to Learn When They Visit your Website appeared first on The Prosperous Advisor Coaching Blog.
The yield on the benchmark 10-year Treasury is up 70 basis points this year, leading many to question the future direction of interest rates. Let’s look at the underlying causes of this and whether those conditions are likely to persist.
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?
When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On this episode, we’ll explore the options you have, the … Continued The post Should I Roll Over My Retirement Account to an IRA? Ep #200 appeared first on Financial Symmetry, Inc.
We can and are building much taller skyscrapers. But they are impractical money losers because so much floor space is taken up by elevators. A new book explains the interplay between size and scale, and what it means for our economy and investments.
Video marketing is one of the most powerful tools for financial advisors. Learn everything you need to know about using creating YouTube videos. We keep hearing that video is on the rise as a key digital marketing tactic, but research shows it has surpassed “up-and-coming.” However, many financial advisory firms have hesitated to start utilizing video marketing – either not knowing how to start or believing that it wouldn’t be a good investment of their time since their prospects aren’t spending
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.
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