This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 2.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending March 24, 2023. The Market Composite Index, a measure of mortgage loan application volume, increased 2.9 percent on a seasonally adjusted basis from one week earlier.
MSCI’s Jim Costello and Alexis Maltin warn that while a failure on the scale of the Great Financial Crisis is unlikely, there are signs that trouble may be brewing for real estate investors with upcoming maturities.
From the NAR: Pending Home Sales Grew for Third Straight Month, Up 0.8% in February Pending home sales grew in February for the third consecutive month, according to the National Association of REALTORS®. Three U.S. regions posted monthly gains, while the West declined. All four regions saw year-over-year decreases in transactions. The Pending Home Sales Index (PHSI)* — a forward-looking indicator of home sales based on contract signings — improved 0.8% to 83.2 in February.
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
Today, in the Calculated Risk Real Estate Newsletter: Year-over-year Rent Growth Continues to Decelerate A brief excerpt: Here is a graph of the year-over-year (YoY) change for these measures since January 2015. Most of these measures are through February 2023, except CoreLogic is through January and Apartment List is through March 2023. Note that new lease measures (Zillow, Apartment List) dipped early in the pandemic, whereas the BLS measures were steady.
From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for January 2023. Over the past three months, the indexes increased in all 50 states, for a three-month diffusion index of 100. Additionally, in the past month, the indexes increased in 49 states and remained stable in one state, for a one-month diffusion index of 98.
From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for January 2023. Over the past three months, the indexes increased in all 50 states, for a three-month diffusion index of 100. Additionally, in the past month, the indexes increased in 49 states and remained stable in one state, for a one-month diffusion index of 98.
The FDIC has hired Newmark Group to sell about $60 billion of Signature Bank loans, reports The Wall Street Journal. Amazon is considering acquiring the AMC theater chain, according to The Intersect. These are among today’s must reads from around the commercial real estate industry.
Strategy The stock market is almost always in a drawdown. (awealthofcommonsense.com) Just because you can invest in alternative assets, means you should. (realreturns.blog) Banking Who is going to pick up the lending slack from SVB? (news.crunchbase.com) Mercury is benefiting from the demise of SVB. (generalist.com) AI How AI can accelerate idea generation.
The Department of Justice also charged Surage Roshan Perera of wire fraud, investment advisor fraud and money laundering, for allegedly defrauding an unnamed investor.
Savings Good savings habits compound over time. (awealthofcommonsense.com) Why it's so important to start saving early in your career. (tonyisola.com) Is socking money away for children always a good idea? (wealthfoundme.com) Money can only move the happiness needle so much. (humbledollar.com) CDs CDs were a great deal in the 1980s. They once again don't suck.
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.
My mid-week morning train WFH reads: • Go West, young banker! From Manifest Destiny to Big Tech, Silicon Valley Bank is a case study in the how the West was spun ( Business Insider ) • ChatGPT: Keep Talking, and Nobody Explodes : There are a bunch of other things going on here, but at the core, the model determines, in order, each of the most likely words to follow another word in a fragment.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Gross Domestic Product, 4th Quarter and Year 2022 (Third Estimate) , GDP by Industry, and Corporate Profits. The consensus is that real GDP increased 2.7% annualized in Q4, unchanged from the second estimate. • Also at 8:30 AM, The initial weekly unemployment claims report will be released.
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.
For clients earning substantial incomes, saving and investing may not be enough. Income-tax diversification should play an important role in their retirement accumulation and income strategy planning.
Financial advisors often approach discovery meetings with prospects as an opportunity to ‘sell’ the value of the financial planning services they provide. This is often done by having the advisor learn about the prospect’s needs and show the prospect how the advisor can help them achieve their financial goals, ideally motivating the prospect to sign up for the advisor’s services.
The marketing tech CEO has integrated acquisition Advisor Websites, resulting in layoffs, all while expanding a texting platform into the enterprise channel, planning the second Jolt! conference and rolling out the next iteration of his company's platform, Freedom360. It's been a busy time.
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.
Thinking about converting your retirement account to a Roth IRA? It’s easy to see why the Roth IRA is so incredibly popular. Contributions to a Roth IRA are made with income that has already been taxed, meaning there’s no initial tax benefit, but the money you have in a Roth grows tax-free over time. Roth IRAs don’t come with Required Minimum Distributions (RMDs) at age 72 like a traditional IRA either, so you can continue letting your money grow until you’re ready to access it.
Today’s Animal Spirits is brought to you by New York Life: See here for more information on New York Lifes indexIQ ETFs On today’s show, we discuss: Welcome to the superprime banking crisis Here’s what retirement with less than $1M looks like in America The age of AI has begun Attention is all you need (Packy on AI) Housing market update: Demand for mortgages ticks up as rates drop amid banking turmoil .
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.
Maybe Musk is withholding payment as a move in what is known among scholars as the “holdup game”—an opportunistic effort to force better terms from a counterparty who’s poorly positioned to resist your demands. Think of a seller about to deliver a generator, who waits until after the buyer has finished renovating the factory according to the seller’s specs before demanding a higher price.
In the press conference following the Federal Reserve’s rate-setting meeting on March 22, Fed Chair Jerome Powell spoke about the recent spate of bank collapses: “The question we were all asking ourselves over the first weekend was, ‘How did this happen?’” The risk of a full-blown banking crisis seems overblown, partly because the central bank utilized the Fed balance sheet to limit the risk of contagion and sustain financial stability.
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?
A plan unveiled last week by China Evergrande Group has raised concerns that investors may have to wait for years to get their money back. Under one of the options, the biggest Chinese builder to default offered to swap old notes with new ones with maturities of as long as 12 years.
You are building your emergency fund, saving for a car or home down payment, or getting ready to retire and want to know where to park your short-term cash. Here are five options for you to consider depending on your timeframe for accessing the funds. If you want your money to be completely liquid, consider high yield savings accounts, money market accounts or money market mutual funds.
The US Senate Finance Committee issued a report, citing “what may be an ongoing criminal tax conspiracy” involving almost $100 million in secret offshore accounts.
Episode #473: Jeroen Blokland, True Insights – Multi Asset Masterclass Guest: Jeroen Blokland is founder or True Insights, an independent research provider, and previously spent over a decade at Robeco. Date Recorded: 3/22/2023 | Run-Time: 1:00:58 Summary: Today’s episode kicks off with an overview of the recent stress we’ve seen in financial markets and […] The post Episode #473: Jeroen Blokland, True Insights – Multi Asset Masterclass appeared first on Meb Faber
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.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
348 
Let's personalize your content