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Fannie Mae reported that the Single-Family Serious Delinquency decreased to 0.64% in November from 0.67% in October. The serious delinquency rate is down from 1.33% in November 2021. This is slightly below the pre-pandemic lows. These are mortgage loans that are "three monthly payments or more past due or in foreclosure". The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic.
Here is a review of the Ten Economic Questions for 2022 Below are my ten questions for 2023 (I've been doing this every year for over a decade!). These are just questions; I'll follow up with some thoughts on each of these questions. The purpose of these questions is to provide a framework to think about how the U.S. economy will perform in 2023, and if there are surprises - like in 2020 - to adjust my thinking. 1) Economic growth: Economic growth was probably under 1% in 2022 as the economy slo
Personal finance Nobody knows what is going to happen in the stock market next year. (awealthofcommonsense.com) Three ways to simplify your portfolio in 2023. (morningstar.com) Some common personal finance misunderstandings including 'Extending your tax return filing doesn’t extend your ability to pay.' (flowfp.com) The more you know about money, the less you need to think about it.
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
From the NAR: Pending Home Sales Slid 4.0% in November P ending home sales slid for the sixth consecutive month in November , according to the National Association of REALTORS®. All four U.S. regions recorded month-over-month decreases, and all four regions saw year-over-year declines in transactions. "Pending home sales recorded the second-lowest monthly reading in 20 years as interest rates, which climbed at one of the fastest paces on record this year, drastically cut into the number of contr
Lists 9 surprising things that happened in 2022 including 'The Federal Reserve opening pushed for the stock market to fall.' (awealthofcommonsense.com) 4 mistakes from 2022 including the idea of more funds equaling more diversification. (morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' (safalniveshak.com) 11 ideas that stuck from 2022 including the 'power of quitting.
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in November A brief excerpt: The big story for November existing home sales was the sharp year-over-year (YoY) decline in sales. Another key story was that new listings were down further YoY in November as many potential sellers are locked into their current home (low mortgage rate).
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in November A brief excerpt: The big story for November existing home sales was the sharp year-over-year (YoY) decline in sales. Another key story was that new listings were down further YoY in November as many potential sellers are locked into their current home (low mortgage rate).
Although geopolitical risk has traditionally been approached from a qualitative aspect, what makes it a novel risk is the application of innovative techniques to measure it. Measuring Geopolitical Risk was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Morningstar had an article titled 3 Ways To Simplify Your Portfolio and while some of the points made sense, others missed the target somewhat. The first nugget is to swap your actively managed mutual funds for index funds. This isn't automatically an act of simplification. The argument to use index funds is valid of course, including index funds makes plenty of sense but someone with a portfolio of two actively managed mutual funds probably has all the simplification he needs.
Five out of the twelve Federal Reserve Regional Districts currently publish monthly data on regional manufacturing: Dallas, Kansas City, New York, Richmond, and Philadelphia. The latest average of the five for December is -11.2, down from the previous month.
Fundamental Analysis of Polyplex Corporation: Investors look for diversification in their portfolios to hedge risk. This transcends to product lines, geography, and customers of the stocks. Polyplex is one such well-diversified stock with multiple products spanning various segments. It has a presence in 75 countries with manufacturing plants in 7 countries.
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.
The National Association of Realtors released the November data for their Pending Home Sales Index. According to the National Association of Realtors®, " Pending home sales slid for the sixth consecutive month in November.
By Jack Forehand, CFA, CFP® ( @practicalquant ) —. You are witnessing the rise of the next great market forecaster. I may not have the Ivy League pedigree. I may not have cut my teeth at Goldman Sachs or Bain Consulting, But I think we can all agree that the results show I have that special quality that allows me to start off every new year by telling you where the market and the economy will be headed.
Rather quietly, a new age of atomic energy may be approaching. Splitting atoms may not be as exciting as fusing them, or as modish as wind and solar projects.
Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. Sorry!!) Our New YouTube Channel (Three Minute Macro) is also a good resource here for continual updates.
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.
You may have heard of a donor-advised fund, but is that really what you should have as a part of your financial plan? Brian talks about another option you might want to know about: charitable trusts. He shares more about the different types of charitable trusts and why you might want to consider them. Then, he plays “fact or fiction” about these financial ideas and decisions.
My guest today is from Ionic Capital Management LLC, a $3.8 billion New York-based alternative asset manager. Ionic uses long volatility, relative value arbitrage, inflation protection, and value equity investment strategies on behalf of private and regulated investment funds. Since its inception in 2006, Ionic has been managing proprietary strategies and customized solutions.
As of December 26, the price of Regular and Premium were down 3 and 4 cents each, respectively, from the previous week. According to GasBuddy.com, Hawaii has the highest average price for Regular at $4.99 and Texas has the cheapest at $2.65. The WTIC end-of-day spot price closed at 79.53 and is up 5.5% from last week.
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 transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
Fifth District manufacturing increased in December, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index is at 1 in December, up 10 from November.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. And nearly 3 years to the day after its predecessor was passed, the U.S.
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.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. And nearly 3 years to the day after its predecessor was passed, the U.S.
India’s $50 billion fintech industry will face hurdles in the form of tougher regulatory scrutiny and tighter liquidity leading to higher cost of capital for some companies next year, Rakesh Pozhath, partner at consulting firm Bain & Company, said.
Opening a Roth IRA can be a smart move if you want to invest for retirement and save money on taxes later in life. However, there are strict rules when it comes to how much you can contribute to your Roth IRA. Contributions to a Roth IRA are made with after-tax dollars, which means your money can grow tax-free. When you’re ready to take distributions from your Roth IRA in retirement (or after age 59 ½), you won’t pay income taxes on your distributions, either.
Even the worst year ever for Tesla Inc. shares hasn’t shaken individual investors’ faith in the electric-vehicle maker and its billionaire chief executive officer, Elon Musk.
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?
Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner . As you’re setting your new year’s goals, one that should top everyone’s list is increasing your savings. After all, we’ve recently seen inflation at work, reminding us that even everyday essentials can bust budgets if we’re not adequately prepared for the jolt. .
Crypto is squarely in the cross hairs of Washington regulators, with fresh calls for stricter controls before the industry can get big enough to affect the broader financial system.
Episode #461: Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan Run-Time: 5:33 Summary: We’re sharing our 5 most popular episodes from 2022. We know it’s hard to listen to every episode, so we have the most downloaded episodes for you right here! If […]. The post Episode #461: Top Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan appe
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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