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Freddie Mac reported that the Single-Family serious delinquency rate in February was 0.65%, down from 0.66% January. Freddie's rate is down year-over-year from 0.99% in February 2022. Freddie's serious delinquency rate peaked in February 2010 at 4.20% following the housing bubble and peaked at 3.17% in August 2020 during the pandemic. These are mortgage loans that are "three monthly payments or more past due or in foreclosure".
Just back from California and Arizona, and still digging out. In the meanwhile, check out Nick today : The post All You Need to Know to Build Generational Wealth appeared first on The Big Picture.
S&P/Case-Shiller released the monthly Home Price Indices for January ("January" is a 3-month average of November, December and January closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P: S&P Corelogic Case-Shiller Index Declining Trend Continued in January The S&P CoreLogic Case-Shiller U.S.
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: Case-Shiller: National House Price Index "Declining Trend Continued" to 3.8% year-over-year increase in January Excerpt: Both the Case-Shiller House Price Index (HPI) and the Federal Housing Finance Agency (FHFA) HPI for January were released today. Here is a graph of the month-over-month (MoM) change in the Case-Shiller National Index Seasonally Adjusted (SA).
Among other changes, the association will add a wealth management specialization, with additional content on client management, investment planning and the duty of care.
Among other changes, the association will add a wealth management specialization, with additional content on client management, investment planning and the duty of care.
Welcome back to the 326th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Erica Pauly. Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. What's unique about Erica, though, is how she built a series of spreadsheet tools to measure the details of each step of her advisory firm’s marketing funnel, from lead generation
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 10:00 AM, Pending Home Sales Index for February. The consensus is for a 3.0% decrease in the index.
As its multi-custodial strategy bears fruit, Steward Partners has recruited Ensign Wealth Partners from Wells Fargo Advisors Financial Network, bringing the firm's total assets with Pershing to over $1 billion.
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.
Final Trades: Berkshire Hathaway, Transocean & Utilities (XLU) from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Current troubles in the commercial real estate market should not be compared to the Great Financial Crisis, an analyst told CNBC. Fundraising dropped for non-traded REITs in February, reports The DI Wire. These are among today’s must reads from around the commercial real estate industry.
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: ►Lending Shock – Shocks to bank lending standards do not fade away quickly. They persist and cause recessions. ►Are Banks Screwed? – “Since peaking almost exactly one year ago, deposits at all domestic.
While the new generation of retail investors are tech-savvy, they are, nonetheless, uninformed amateurs who act more like gamblers in casinos than investors in capital markets.
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.
The last new all-time high for the S&P 500 was on January 3, 2022. That means it’s been almost 450 days since we’ve experienced new highs in the stock market. That feels like a long time. But based on the history of bear markets, it’s really not all that long. It might be a while until we hit new highs again if we use history as a guide.
Note: I like using Las Vegas as a measure of recovery for both leisure (visitors) and business (conventions). From the Las Vegas Visitor Authority: February 2023 Las Vegas Visitor Statistics With an easy comparison to the lingering COVID‐affected months of last year, Las Vegas saw visitation approach 3.1M in February 2023, up +17.8% over February 2022.
Among the 10 cities that are seeing the highest net inflow of house hunters, half are in the Sunshine State, according a report from real estate brokerage Redfin. New York was the top out-of-state origin for buyers in three of those Florida cities: Miami, Tampa and Orlando.
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.
Pension funds University endowments are more likely to invest in funds run by alumni. (papers.ssrn.com) Pension funds with more politicians on the board rely more on consultants. (institutionalinvestor.com) Quant stuff This is one big advantage that quantitative investors have over fundamental investors. (mailchi.mp) Quant models can help avoid some of the worst downsides of groupthink.
Markets Investor psychology hasn't changed much in the past 112 years. (behaviouralinvestment.com) How to avoid investment complexity. (morningstar.com) Asset location, 101. (obliviousinvestor.com) Companies Alibaba ($BABA) is splitting into six companies. (cnn.com) Google ($GOOGL) is deprecating some Fitbit social features. (arstechnica.com) Disney ($DIS) has eliminated its metaverse division.
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.
There’s never been a better time to learn financial literacy basics. With the cost of living and household debts rising, it’s critical to understand how finances work so you’re in control of your cash. Unfortunately, though, financial literacy is lacking in the US. For example, only 57% of adult Americans are financially literate and able to manage their money.
The Federal Housing Finance Agency (FHFA) has released its U.S. house price index (HPI) for January. U.S. house prices increased by 0.2% from the previous month. Year-over-year the index is up 5.3% on a non-seasonally adjusted nominal basis. After adjusting for inflation and seasonality, the real index is down 0.2% in January and down 0.3% year-over-year (seasonally adjusted).
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?
Is it possible to learn how to be less materialistic? It's no secret that our society is placing an increasingly heavy focus on material possessions. The constant pursuit of more and more stuff has become so ingrained in our culture that it's often hard to even imagine what life would be like without it. But what if we all took a step back and reconsidered our priorities?
By Jake Lim Wei Lun, AEPP When I first started as a financial advisor, my agency gave me a standard script to use for making appointments with prospects. I soon realized that most of the people I called would quickly cut me off and end the call before I could finish the script. To overcome this challenge, I made my script more dynamic with the password idea.
This is an opportunity to get an all-expense paid trip (plus a stipend) to visit Australia! I'm sure one of our readers is qualified to deliver an excellent discussion for my friends in Melbourne. Call for speakers: Need quants with good ideas was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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