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Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family Serious Delinquency Rates Decreased in March Excerpt: Freddie Mac reported that the Single-Family serious delinquency rate in March was 0.59%, down from 0.61% February. Freddie's rate is up year-over-year from 0.52% in March 2024, however, this is close to the pre-pandemic level of 0.60%.
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the April 2025 seasonally adjusted annual sales rate (SAAR) of 505 thousand. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
In addition, Ceteras RIA TRPG brings on three advisors overseeing $180 million, while LPL picks up an advisor who had been overseeing $250 million with Raymond James.
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
The headline jobs number in the April employment report was above expectations, however, February and March payrolls were revised down by 58,000 combined. The participation rate and the employment population ratio increased, and the unemployment rate was unchanged at 4.2%. Earlier: April Employment Report: 177 thousand Jobs, 4.2% Unemployment Rate Prime (25 to 54 Years Old) Participation Since the overall participation rate is impacted by both cyclical (recession) and demographic (aging populati
Caesar Sengupta has big ambitions for his digital family office to the world. Backed by $90 million in venture capital, hes starting with low-minimum, private-bank-style investments for millennial millionaires.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage consumers to seek out CFP professionals when looking for a financial advisor.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage consumers to seek out CFP professionals when looking for a financial advisor.
From BofA (forecast, not tracking): GDP contracted by 0.3% q.q saar in 1Q, despite solid final demand (+2.3%). In our assessment, the surge in imports (which took 5.0pp off 1Q growth) due to front-running of tariffs was only partially reflected in stronger inventories and final demand. So we have revised our 2Q GDP forecast to reflect a reversal of this dynamic.
From the BLS: Employment Situation Total nonfarm payroll employment increased by 177,000 in April, and the unemployment rate was unchanged at 4.2 percent , the U.S. Bureau of Labor Statistics reported today. Employment continued to trend up in health care, transportation and warehousing, financial activities, and social assistance. Federal government employment declined.
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.
Andrew Corbman convinced several clients to loan him money, promising outsized returns and misleading them about his prior investment record (and not disclosing his disciplinary history).
According to the National Association of Realtors, first-time homebuyers made of just 24% of recent transactions: That’s the lowest on record since the NAR has been collecting this data since 1981. Nearly three-quarters of recent buyers did not have a child under the age of 18 in their home, the highest share on record. It’s a terrible time to be a young person in search of a house.
Matt Jaskolkas experience at prior firms led him to launch his own RIA, Jaskolka Financial, pointing to the challenges that still persist for young advisors.
Listening YouTube IS television. (vanityfair.com) Spotify ($SPOT) has paid more than $100 million to podcast publishers and creators YTD. (nytimes.com) The best podcasts of 2025, so far, including 'Odd Lots.' (vulture.com) Why Pete Buttigieg went on 'Flagrant.' (petebuttigieg.substack.com) Ken Rogoff Josh Brown talks with Ken Rogoff, author of "Our Dollar, Your Problem: An Insider's View of Seven Turbulent Decades of Global Finance and What's Ahead.
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 financial research literature has found that the performance of assets (and factors) can vary substantially across regimes - factor premiums can be regime dependent. Unfortunately, the real-time identification of the current economic regime is one of the biggest challenges in finance. A New Approach to Regime Detection and Factor Timing was originally published at Alpha Architect.
The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect. Given the widespread tax consequences of the TCJAs sunset, were going to explore the specific provisions that are set to expire, outline essential tax planning strategies to help reduce the
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.
Lightspeed Venture Partners, one of Silicon Valley’s largest venture capital firms, has changed its regulatory status to broaden its range of investments — following similar moves by Sequoia Capital, Andreessen Horowitz and General Catalyst as they shift away from the traditional VC playbook.
In this episode of Carsons Take Five, Ryan and Sonu break down the headline-grabbing GDP miss of -0.3% and ask the big question: Should you sell in May? They explain why the negative GDP number doesnt mean the U.S. is in a recession, diving into the components of growth and what really caused the drop. They also explore the “Sell in May and Go Away” investing clich, showing why seasonality isnt always a reliable guide and why a diversified, informed strategy is more important than ev
Chris Henderson , a dedicated member of NAIFA since 2014, has built a successful career in the financial services industry, making a lasting impact at both the local and national levels. Based in Madison, Wisconsin, Chris works with M3 Insurance , where he specializes in life insurance for both individuals and businesses, as well as executive benefits.
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 Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect. Given the widespread tax consequences of the TCJAs sunset, were going to explore the specific provisions that are set to expire, outline essential tax planning strategies to help reduce the
US stock futures rose Friday, putting the S&P 500 Index on track to post the longest winning streak in more than 20 years after a government report showed buoyant hiring in April, providing evidence of resilience in an economy beset by trade pressures.
Understanding the tax implications is crucial when considering the best business structure for your venture. A Limited Liability Company (LLC) offers a unique blend of flexibility and protection, making it a popular choice among entrepreneurs and small business owners. However, navigating the tax landscape for an LLC can be complex, as it involves various filing requirements, tax benefits, and strategic planning opportunities.
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?
In the early years of the artificial intelligence (AI) race, performance benchmarks told a clear story: a handful of frontier models, developed by a few dominant labs, consistently outperformed the rest. In 2024, that changed.
Understanding the tax implications is crucial when considering the best business structure for your venture. A Limited Liability Company (LLC) offers a unique blend of flexibility and protection, making it a popular choice among entrepreneurs and small business owners. However, navigating the tax landscape for an LLC can be complex, as it involves various filing requirements, tax benefits, and strategic planning opportunities.
Amazon.com Inc. said it’s bracing for a tougher business climate in the coming months, echoing concerns from a range of companies that tariffs and related economic turmoil could crimp consumer spending.
This week, I speak with Sander Gerber , CEO and CIO Hudson Bay Capital. Hudson Bay is a global, multi-strategy investment firm. Mr. Gerber began his investment career in 1991, as a member of the American Stock Exchange working as an equity options market maker. In 1997, he founded Gerber Asset Management to develop and engage in proprietary investment strategies.
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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