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From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 11.2 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending March 7, 2025. The Market Composite Index, a measure of mortgage loan application volume, increased 11.2 percent on a seasonally adjusted basis from one week earlier.
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. While the gains signal portfolio growth, they also create challenges for ongoing management. Because when it comes time to rebalance the portfolio to its asset allocation targets – or to reallocate the portfolio to a new strategy – any trades made to imple
Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned two years ago when services less rent of shelter was up around 8% year-over-year. This declined, but is still elevated, and is now up 3.8% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through February 2025.
Markets A reminder that degenerate traders are not confined to the U.S. (acadian-asset.com) Another example, why the stock market is not a level playing field. (ft.com) Palantir Palantir ($PLTR) CEO Alex Karp is selling a lot of shares. (ft.com) The index inclusion boost is now in the rearview mirror for Palantir ($PLTR). (institutionalinvestor.com) Air travel Why Delta's ($DAL) profit warning matters.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-March 2025 A brief excerpt: Earlier this week, in Part 1: Current State of the Housing Market; Overview for mid-March 2025 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more.
Podcasts Peter Lazaroff talks with DFA co-founder David Booth about why human ingenuity drives long-term returns. (peterlazaroff.com) Christine Benz talks with Ramit Sethi, author of "Money For Couples: No more stress. No more fights." (morningstar.com) Dan Haylett talks with Greg Davies, Head of Behavioural Finance at Oxford Risk, about the behavioural traps that retirees often fall into.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 225 initial claims up from 221 thousand last week. Also at 8:30 AM, The Producer Price Index for February from the BLS. The consensus is for a 0.3% increase in PPI, and a 0.3% increase in core PPI.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 225 initial claims up from 221 thousand last week. Also at 8:30 AM, The Producer Price Index for February from the BLS. The consensus is for a 0.3% increase in PPI, and a 0.3% increase in core PPI.
The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.3% in February. The 16% trimmed-mean Consumer Price Index increased 0.3%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics (BLS) monthly CPI report".
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.2 percent on a seasonally adjusted basis in February, after rising 0.5 percent in January, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 2.8 percent before seasonal adjustment. The index for shelter rose 0.3 percent in February, accounting for nearly half of the monthly all items increase.
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
Economic uncertaintywhether it’s due to market volatility, rising inflation, or potential recessionscan feel overwhelming. While recessions occur on average every six years in the U.S., the uncertainty they bring often triggers anxiety. Retirees, in particular, may wonder if it’s time to make changes to their financial strategy to reduce stress and minimize potential losses.
Edward Jones Generations will focus on clients with a minimum of $10 million in investable assets who require help with cash flow analysis, trust and estate demands and business owner planning, among other needs.
Let's dig in some more on Permanent Portfolio quadrant style. We took a shorter look on February 25 but with the market's deterioration since, it's a good time to revisit as well as continue this week's theme of learning from the current stress test. Below compares the Cambria Trinity ETF (TRTY) which is quadrant-ish and does some interesting things allocation-wise.
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.
Gen Z is rewriting the rules of personal finance. Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild addiction to online shopping, an over-reliance on BNPL schemes, and a tendency to take financial advice from influencers who may or may not know what theyre talking about. If youve ever thought, Ill start saving next month or I can totally afford this; Ill just put it on my credit card , congratulationsyoure human.
The tax deadline is next month, and if youre like most Americans, you are still preparing to file. But before you hand off your taxes to the IRS, there are some updates and changes that you should keep in mind: Filing Taxes in 2025: Tax Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024. However, if you live in an area affected by a natural disaster, you may be eligible for a later filing date.
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.
We’re spotlighting women’s wealth in honor of International Women’s Day and Women’s History Month. Join us as we dig into some of the stats surrounding women’s financial empowerment. From the rising number of women controlling wealth as they outlive their spouses to tackling stereotypes that hinder women’s earning potential, this episode addresses the systemic barriers that impact women’s financial journeys.
The NASDAQ 100’s remarkable ascent over recent years pushed the index’s valuation metrics to elevated levels, raising concerns among value-conscious investors. However, the significant correction experienced in early 2025 has created a new landscape where fundamentally sound companies can be identified amid the broader decline. While many market participants previously dismissed the entire index as overvalued, such a blanket assessment overlooks the nuanced reality that individual co
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.
Monique Lee , a dedicated financial professional with New York Life and a NAIFA member since 2023. Based in Anchorage, Alaska, Moniques journey into the financial services world began when her youngest child was preparing to start grade school. Looking for an opportunity to re-enter the workforce, she was referred to New York Life by a close family friendand she hasnt looked back since.
With everything happening in the world right now, its natural to feel a bit unsettled. Economic uncertainty, shifting policies, and global events can make it difficult to know what comes next. You may be wondering how all of this impacts your financial future and the plans youve worked hard to build. These concerns are understandable, and youre not alone in feeling this way.
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.
Capital Group unveiled eight models built from its active ETFs. Meanwhile, SMarX and BondBloxx rolled out portfolios designed around duration, credit and equity exposure.
The Consumer Price Index for Urban Consumers (CPI-U) release for February puts the year-over-year inflation rate at 2.82%. The latest reading keeps inflation below the 3.73% average since the end of the Second World War. Additionally, inflation now sits below the 10-year moving average which is now at 2.93%.
The cost of homeownership has skyrocketed--has the American Dream kept up? Explore 25 years of housing trends with Andrew Klein, Financial Advisor at Walkner Condon, as he highlights the the growing gap between home prices and incomes.
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?
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