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The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 55, up from 50 last month. Any number above 50 indicates that more builders view sales conditions as good than poor. From the NAHB: Builder Confidence Moves into Positive Territory in June Solid demand, a lack of existing inventory and improving supply chain efficiency helped shift builder confidence into positive territory for the first time in 11 months.
My Juneteenth morning reads: • As the nation celebrates Juneteenth, it’s time to get rid of these three myths about slavery : Juneteenth has since become known as “America’s Second Independence Day.” Now a federal holiday, it will be celebrated by parades, proclamations, and ceremonies throughout the US. Though it commemorates a moment when enslaved African Americans were freed, the US is still held captive by several myths about slavery and people like Cummins. ( CNN ) • The Shame of the Suburb
Recent years have seen an increase in the number of RIAs charging fixed monthly retainer fees, and while retainer fees can have several advantages over other types of fees, one notable disadvantage – particularly as compared to traditional AUM fees, which tend to increase automatically in line with financial markets – is that financial advisors who use them must proactively raise their fees from time to time in order to keep up with business expenses, invest in new upgrades, and incr
Altos reports that active single-family inventory was up 1.8% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of June 16th, inventory was at 451 thousand (7-day average), compared to 443 thousand the prior week. Year-to-date, inventory is down 81.%. And inventory is up 11.2% from the seasonal bottom nine weeks ago.
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
Podcasts Daniel Crosby talks with Michael Finke about the science of a happy retirement. (standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. (kitces.com) Matt Reiner talks with Thomas Kopelman about authenticity and social media. (mattreiner.com) M&A Why private equity continues to flood into the RIA space.
Weekend: • Schedule for Week of June 18, 2023 Monday: • At 8:30 AM ET, Housing Starts for May. The consensus is for 1.405 million SAAR, up from 1.401 million SAAR in April. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 20 and DOW futures are down 165 (fair value). Oil prices were up over the last week with WTI futures at $71.29 per barrel and Brent at $76.09 per barrel.
What kind of hobbies do you have? We use them to pass the time, develop skills, and make friends. But did you know the potential to make extra cash with them is enormous? Hobbies that make money are a great way to help set yourself up financially! Table of contents Top hobbies that make money: 40 Great ideas How do I get started? What is the best hobby to make money?
What kind of hobbies do you have? We use them to pass the time, develop skills, and make friends. But did you know the potential to make extra cash with them is enormous? Hobbies that make money are a great way to help set yourself up financially! Table of contents Top hobbies that make money: 40 Great ideas How do I get started? What is the best hobby to make money?
Today, in the Calculated Risk Real Estate Newsletter: Some More Good News for Homebuilders A brief excerpt: Every housing cycle is different; however, I’ve been arguing that this cycle wouldn’t be anything like the new home market that followed the housing bust, and that this recovery would be more similar to other previous cycles. Here is an updated graph from the previous posts showing new home sales from the Census Bureau for four periods: 1978-1982, 1989 -1993, 2005-2020, and current (red).
Marketing can often feel like the blackhole in your never-ending to-do list. We know that well-placed marketing efforts can attract more dream clients and lead to an ease of growth but where do you begin? That’s why we invited XYVA’s newest Service Coordinator and Marketing Expert, Catherine Kirchner, to this month’s Office Hours to share her tips and tricks that help RIA owners identify and attract more of your dream clients.
Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Jonathan Shelon, COO of KraneShares to discuss the KLIP China Internet Covered Call Strategy. On today’s show, we discuss: Jonathans Target Date Fund experience Trends happening within China How investable is China? Ways you can invest in Chinese stocks What’s going on with China’s economy How the KWEB Call Option Str.
For more LinkedIn Quick Tips, check out The LinkedIn Guide for Financial Advisors, available on Amazon now ! Your LinkedIn Summary section determines how often you will come up in keyword searches and introduces people to your firm in 2,000 characters or less. But lengthy summaries can be intimidating and tedious. While you’ll want to include relevant keywords and tell your story, your summary shouldn’t read like a novel.
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.
Craig Garofolo always knew he wanted to be in the insurance and financial services industry. He had the right skill set—it was just a matter of finding the right place. After several years in sales and marketing positions, he found the right opportunity with Guardian in 2011 and started his financial services career. Since then, he has worked with and learned from many of the top professionals in the industry.
I'm not foolin' myself Foolin' myself Not, no, no, (foolin' myself) I'm not, no (I'm not foolin' myself) I'm not foolin' I'm not foolin' myself (no) An article from Yahoo Finance asserts that Americans are fooling themselves about they're being on track to retire. Basically, account balances are too low and people either don't understand that their balance is too low or they are in denial about it.
Weekly Market Insights: Stocks Climb After Fed Pause Presented by Cornerstone Financial Advisory, LLC Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience. The Dow Jones Industrial Average rose 1.25%, while the Standard & Poor’s 500 picked up 2.58%.
Marketing can often feel like the blackhole in your never-ending to-do list. We know that well-placed marketing efforts can attract more dream clients and lead to an ease of growth but where do you begin? That’s why we invited XYVA’s newest Service Coordinator and Marketing Expert, Catherine Kirchner, to this month’s Office Hours to share her tips and tricks that help RIA owners identify and attract more of your dream clients.
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.
Private equity has become an increasingly viable option for many individual investors seeking to diversify their portfolios and mitigate volatility. Here are a few reasons to consider PE as part of a strategic allocation to alternatives.
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 20, 2023 Watch Time: 5 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P was up 2.6% for the week, that makes it, 14.8% year-to-date. Nasdaq was up even more, 3.2% last week, 30% year-to-date. Five weeks in a row in which stocks have been up.
Fundamental Analysis Of Finolex Cables : From the age-old saying, “Before running, learn to walk”, comes the rehashed and modern version, “Before Wifi, we had wires”. From telephone lines, internet connections, and electricity lines, a lot of data and energy transmission is done through cables — millions of miles of insulated cables that run underground right beneath our feet.
When was the last time you updated your headshot? Or worse, maybe you don’t even have a headshot on your LinkedIn profile. You know how important a first impression is, so your headshots must be top-notch—no more outdated or low-quality pics! If you don’t want to spend the time or money for professional headshots, you might want to consider AI headshots.
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.
Understanding what is India Vix, meaning & importance: Ever heard of India Vix? If you’re involved in the market for some time and particularly active in the share market during the COVID19 Pandemic, then I’m sure that you would definitely have come up with the term “India Vix” at least a couple of times mentioned on different financial news channels and websites.
As you might already know, the key to achieving sustainable growth in a financial advisory practice is to focus on your core business of business development and client management. From a practice management standpoint, that requires developing business processes that enable you and your team to gain greater efficiencies while increasing productivity by doing more with less.
Lisa Young has a lot of experience in cybersecurity and cyber risk management. (Look at her impressive LinkedIn profile.) When she says something about cyber and cyber risk, we should listen. Recently, she wrote a piece for ISACA, Getting More Value from Risk Assessments.
The hurricane season has officially started, which means it is time to put preparations in place. The National Oceanic and Atmospheric Administration is forecasting a range of 12 to 17 total named storms, including 1 to 4 major hurricanes this season. We are well aware of the devastating impact that these storms can cause and that is why it is crucial to have a disaster plan.
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.
Jonathan V. Last is the editor of The Bulwark, and previously was senior writer and digital editor at The Weekly Standard and GOP thought leader, he has become known as one of the founding intellectual authors of the Republican “Never Trump” philosophy. Since 2015, he has published a series of very astute analyses and predictions about the elections.
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