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The Federal Reserve released the Q3 2022 Flow of Funds report today: Financial Accounts of the United States. The net worth of households and nonprofits fell to $143.3 trillion during the third quarter of 2022. The value of directly and indirectly held corporate equities decreased $1.9 trillion and the value of real estate increased $0.8 trillion. Household debt increased 6.3 percent at an annual rate in the third quarter of 2022.
From Dodge Data Analytics: Dodge Momentum Index Advances In November The Dodge Momentum Index (DMI), issued by Dodge Construction Network, increased 3.8% (2000=100) in November to 207.2 from the revised October reading of 199.6. During the month, the DMI continued its steady ascent, with the commercial component rising 4.3%, and the institutional component ticking up 2.7%.
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that amid concern that retail investors are paying ‘hidden’ fees in the form of suboptimal execution of their trades, the SEC is preparing to propose a “Regulation Best Execution” rule that would, among other measures, establish a best execution standard for brokers.
The biz The top podcasts of 2022, per Apple Podcasts. (9to5mac.com) The case for quitting Spotify ($SPOT). (om.co) Business David Rosenthal and Benjamin Gilbert talk with Ben Thompson about the business of Stratechery. (acquired.fm) Roben Farzad talks with Felix Gillette and Joel Mier about the future of streaming. (podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian.
The biz The top podcasts of 2022, per Apple Podcasts. (9to5mac.com) The case for quitting Spotify ($SPOT). (om.co) Business David Rosenthal and Benjamin Gilbert talk with Ben Thompson about the business of Stratechery. (acquired.fm) Roben Farzad talks with Felix Gillette and Joel Mier about the future of streaming. (podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian.
Heather Zack, manager of advanced planning at Commonwealth Financial Network, offers tips on how to use charitable planning to expand an advisor’s client base.
Today, in the Real Estate Newsletter: Mortgage Equity Withdrawal Still Solid in Q3 Excerpt: Here is the quarterly increase in mortgage debt from the Federal Reserve’s Financial Accounts of the United States - Z.1 (sometimes called the Flow of Funds report) released today. In the mid ‘00s, there was a large increase in mortgage debt associated with the housing bubble.
Brad McMillan, managing principal and chief investment officer of Commonwealth Financial Network, explains the importance of strong communication during challenging markets.
Bond yields from the New York Fed, chart by Mish. Chart Notes and Synopsis On the horizontal axis, F stands for Effective Fed Funds Rate (EFFR). The 3 and 6 represent months. I extrapolated rates between years equally. A few days ago the 10-year and 30-year bonds inverted and remain inverted. The EFFR is 3.83 percent. It is inverted with every bond of 5-years duration and longer.
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 digital revolution has made compliance issues more numerous and complicated than ever. Leaders in the space discuss how they're helping advisors manage risk.
Producer Price Index from BLS, chart by Mish. Last month I noted the PPI cools with first decline in services in two years. That didn't last long. Please consider the BLS Producer Price Index report for November 2022. PPI Key Month-Over-Month Details The Producer Price Index for final demand advanced 0.3 percent in November, seasonally adjusted. Final demand prices also rose 0.3 percent in both October and September.
Peter Essele, senior vice president for investment management and research at Commonwealth Financial Network, explains why it makes sense to consider longer-term fixed income investments.
From BofA: The components of PPI that we use to deflate structures investment and inventories imply modestly more non-residential investment and inventory accumulation in the quarter than we were assuming. After rounding, our 4Q US GDP tracking estimate moved up one-tenth to 1.6% q/q saar. [Dec 9th estimate] emphasis added From Goldman: We lowered our Q4 GDP tracking estimate by 0.1pp to +1.7% (qoq ar).
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.
Nationwide price declines in the housing market are relatively rare. Since 1987, there have been just three times when the Case-Shiller National Home Price Index has been in a state of drawdown: The first was in the early-1990s when housing prices fell a little more than 2% nationally. Then you have the housing crash at the end of the 2000s when prices fell nearly 27%.
The company also obtained a minority ownership stake in FCF Advisors as of last month, the New York-based boutique asset management firm and index provider Shea previously led.
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Bryn Talkington, and Downtown Josh Brown sit down in front of a live audience at the Dynasty Investors Forum discuss consumer strength, energy stocks, inflation coming down, BREIT, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
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.
Given that tightening monetary policy increases economic risks, Simpson and Grossman provided compelling evidence of a risk explanation for the size factor. For those investors who engage in tactical asset allocation strategies (market timing), their evidence suggests that it might be possible to exploit the information. Before jumping to that conclusion, I would caution that because markets are forward-looking, they should anticipate periods of Fed tightening and the heightened risks of small s
Becca Hajjar, managing principal and chief business development officer of Commonwealth Financial Network, offers tips for navigating the future of financial advice.
Chances are, you’ve heard someone mention the term compound interest , at some point. But do you know exactly what it is and how it can benefit your investments? And just as important, do you know where to find the best compound interest investments? Whether you are an active investor or an aspiring one, it’s crucial that you understand how compounding works.
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.
Nancy DiBattista, senior vice president of transition at Commonwealth Financial Network, explains how financial advisor transitions have changed and what that means for individuals making a move.
This morning's release of the November Producer Price Index (PPI) for Finished Goods was up 0.2% month-over-month seasonally adjusted, down from a 1.1% increase last month. It is at 10.6% year-over-year, down from a 11.2% increase last month, on a non-seasonally adjusted basis.
A ladies get together is always a fun time. But sometimes, the costs of these gatherings can creep beyond a reasonable budget. Luckily, there are plenty of ladies get together ideas at home that don’t involve blowing your budget. If you are ready to have a great night with your gal pals without breaking the bank, explore our activities for ladies get together options that are budget-friendly!
The December Preliminary Report came in at 56.8, down 3.1 (5.2%) from the November Final. Investing.com had forecast 56.9. Since its beginning in 1978, consumer sentiment is 31 percent below the average reading (arithmetic mean) and 30 percent below the geometric mean.
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?
Baby Boomers have certainly proved that retirement can be a time of not just rest and relaxation but of fun and adventure. As you enter this wonderful new phase of your life, there are famous bands and musicians from the 60s and 70s that are still on tour now, whose tunes and jams have uplifted your spirits and given you an outlet to express yourself.
At present, multiple jobholders account for 4.9 percent of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the current relative sizes of which we've illustrated in a pie chart.
The best home insurance companies offer high-quality coverage that protects against damage to your home’s structure and your property, whether it is caused by lightning, winds, fire, or other covered perils. Homeowners’ insurance also comes with important liability coverage that can save you financially if someone is injured on your property and decides to sue you for damages.
Today’s Compound and Friends is brought to you by YCharts: See here for Josh’s End of the Year Chartapalooza YCharts Webinar on December 9th at 12PM Eastern, and here to register! On today’s show we discuss: Wealth management in Houston Consumer strength in 2022 How the gates closed on Blackstone’s runaway real estate vehicle Listen here: Bryn Talkington: Bryns Twitter Recommendations.
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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