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At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. The team & I put together the most revealing and informative slides. In that half hour, I blow through ~40 slides that capture and explain what is going on. About a quarter of the October 2022 slides were focused on real estate. This is atypical. The reason we emphasized real estate this Q is that housing is very often where we see FOMC policy having its most immediate effect.
From the Fed: Industrial Production and Capacity Utilization Industrial production increased 0.4 percent in September and 2.9 percent at an annual rate in the third quarter. In September, manufacturing output rose 0.4 percent after advancing a similar amount in the previous month. The index for mining moved up 0.6 percent, and the index for utilities fell 0.3 percent.
Once a niche play, DSTs have drawn the interest of institutional-grade sponsors to offer as an option to retail investors managing their real estate plays.
The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 38, down from 46 in September. Any number below 50 indicates that more builders view sales conditions as poor than good. From the NAHB: Builder Confidence Down 10 Straight Months as Housing Market Continues to Weaken In a further signal that rising interest rates, building material bottlenecks and elevated home prices continue to weaken the housing market, builder sentiment fell for the 10th straight
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
The city of Chicago owns some 10,000 vacant lots, with a large concentration in economically-challenged neighborhoods that have experienced decades of underinvestment. Selling them could help reduce overall crime. It could also boost affordable housing development.
Research Are index funds to blame for the lack of investment in oil and gas production? (ft.com) On the relationship between asset growth and lottery stock status. (alphaarchitect.com) The problem with growth: persistence is fleeting. (mailchi.mp) Why companies see a jump in their stock price when they hire a black CEO. (wapo.st) Is democracy good for the stock market?
From Matthew Graham at Mortgage News Daily: Fighting For Survival or Accepting Fate For traders who believe the Fed's restrictive policies will eventually drive growth and inflation lower, it's hard to make a case for longer-term yields going much above 4%, even with core inflation over 6%. If you ask traders, the actual outlook for inflation over the next 10 years is close to the Fed's target range. [ 30 year fixed 7.15% ] emphasis added Wednesday: • At 7:00 AM ET, The Mortgage Bankers Associat
Bear markets are never any fun to live through but every stock market correction in history has been an opportunity if you’re able to zoom out a little bit. But how you view the short-term risks involved in big market declines should be colored by where you reside in your investor lifecycle. With that in mind, I wrote a new piece at Fortune that looks at the present opportunity set through the lens of each generatio.
The sale at Albertsons, which is being purchased by Kroger, have gone up by 8.5 percent in its most recent reporting quarter, according to The Wall Street Journal. The Treasury Department is asking insurers for data on climate risks for properties across the country, reports The New York Times. These are among today’s must reads from around the commercial real estate industry.
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.
Markets A sizable chunk of the companies that went public from 2019-21 are trading below their IPO price. (on.ft.com) A visualization of the largest public companies by market cap from 2002-2022. (visualcapitalist.com) Companies Combining News ($NWS) and Fox ($FOX) is about Rupert Murdoch, not shareholder value. (variety.com) Attrition costs Amazon ($AMZN) a pretty penny ever year.
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Earnings Season – It has begun. ?Midterms – “The S&P 500 has historically posted strong returns following a Midterm election on average.” ?
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.
As a whole, few companies are really all that interesting. It’s not about growth or value, it’s about trying to identify the small number of companies that have the potential to be truly world-beating.
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in September, California Sales off 30% YoY A brief excerpt: California doesn’t report monthly inventory numbers, but they do report the change in months of inventory. Here is the press release from the California Association of Realtors® (C.A.R.): Rising interest rates depress September home sales and prices, C.A.R. reports September’s sales pace was down 2.5 percent on a monthly basis from 313,540 in August
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.
Welcome back to the 303rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Louis van der Merwe. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S. equivalent of nearly $60 million in assets under management for 115 client households. What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nea
Fund managers surveyed said they expect stocks to bottom in the first half of 2023 after the Federal Reserve finally pivots away from raising interest rates.
Today’s Animal Spirits is brought to you by Nasdaq and Composer: See here for daily news and insights from Nasdaq. See here for more info on Composers’ new one-click, systematically managed portfolio On today’s show we discuss: Fun stats from Nick Colas Distribution of household wealth in the US since 1989 Yardeni on S&P profit margins Plans for a 24-story tower in Grand Rapids canceled Rich.
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.
An animated video created by Visual Capitalist displays what Warren Buffett and his holding company Berkshire Hathaway have invested in since 1994, based on research from the last three decades of the Berkshire’s financial reports. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Screen for Stocks Using Peter Lynch’s GARP Method.
Key Takeaways. As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) future. These accounts can help your clients’ beneficiaries save for college and the funds can be used for various expenses relating to K-12 and higher education. There are two types of 529 plans—each with its own advantages.
In a year when roughly 416 stocks have declined, most investors will likely have something to sell when tax season rolls around, contends an article in Barron’s. And while tax season is still half a year away, it’s a good time to start considering options for what’s known as “tax-loss selling”—offloading a stock at a loss in order to offset gains somewhere else in your portfolio.
By Kennedy Sumarlie, CFP Many people, thinking it’s easier than cold calling, begin their insurance career prospecting with the people closest to them. But does it work that way in reality? In the beginning of my career, I didn’t know this profession is full of rejection. And at that time, I happened to move to a new city by myself far from my family.
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?
All personal finance revolves around being able to manage your cash flow. You have to make more than you spend. Then you have to figure out the “right” things to do with that surplus. The “right” thing for you might be different than the “right” thing for someone else. That’s why they call it personal […].
Over the past two to three years, there is no doubt you’ve been through a tremendous amount of change. The pandemic transformed the way we… The post The New World Economic Disorder: Change vs Transition appeared first on Leading Advisor - Simon Reilly.
Pursuing entrepreneurship may seem daunting when you’re living with a disability and busy raising a family, but there are lots of tools and resources to help you achieve your goal of starting a small business. Online formation services, for instance, can be used to launch a limited liability company, corporation, or partnership from home. Other tools make it easy to write business plans, digitize important formation documents, create logo designs and websites, and tackle other essential tasks.
In an interview with Bloomberg Television , the founder of Greenlight Capital David Einhorn said that he’s not sure if value investing will ever be a popular strategy again, because significant structural changes to the market have shut out many value investors. Interviewed at the Robin Hood Investors Conference, Einhorn said that a great deal of value investors have transitioned into passive or quantitative investing, and that market participants have not gotten the same training and experience
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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