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From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 5.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending February 24, 2023. The Market Composite Index, a measure of mortgage loan application volume, decreased 5.7 percent on a seasonally adjusted basis from one week earlier.
From the Census Bureau reported that overall construction spending decreased: Construction spending during January 2023 was estimated at a seasonally adjusted annual rate of $1,825.7 billion, 0.1 percent below the revised December estimate of $1,827.5 billion. The January figure is 5.7 percent above the January 2022 estimate of $1,726.6 billion. emphasis added Private spending was "virtually unchanged" and public spending decreased: Spending on private construction was at a seasonally adjusted a
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: Freddie Mac House Price Index Declines for 7th Consecutive Month in January A brief excerpt: Freddie Mac reported that its “National” Home Price Index (FMHPI) declined for the seventh consecutive month on a seasonally adjusted basis in January, putting the National FMHPI down 2.7% from its June 2022 peak, and down 5.3% Not Seasonally Adjusted (NSA) from the peak.
WMRE talked to a number of real estate investment experts in the first two months of 2023 to get their takes on navigating a climate with higher interest rates and reduced sales volumes.
When holding discovery meetings with a prospective client, financial advisors often ask the prospect about their goals. The hope is that these conversations will help the prospect ease into a positive frame of mind (by thinking about a vacation, retirement, or another future aspiration) and, at the same time, present the advisor with an opportunity to show how their services can help the prospect achieve their goals.
When holding discovery meetings with a prospective client, financial advisors often ask the prospect about their goals. The hope is that these conversations will help the prospect ease into a positive frame of mind (by thinking about a vacation, retirement, or another future aspiration) and, at the same time, present the advisor with an opportunity to show how their services can help the prospect achieve their goals.
Podcasts Peter Lazaroff talks with Robin Powell about evidence-based investing. (peterlazaroff.com) The Mad Fientist talks with Ramit Sethi author of "I Will Teach You to Be Rich." (madfientist.com) Retirement Why retirement planning is not easy - uncertainty. (awealthofcommonsense.com) Some questions you need to ask yourself about retirement. (humbledollar.com) If you love something, why wouldn't you want to do it indefinitely?
Wards Auto released their estimate of light vehicle sales for February: U.S. Light-Vehicle Sales Record Another Gain in February, Beating Expectations (pay site). Wards Auto estimates sales of 14.89 million SAAR in February 2023 (Seasonally Adjusted Annual Rate), down 5.4% from the January sales rate, and up 8.6% from February 2022. Click on graph for larger image.
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.
I did a brand new presentation last week, the first one since the pandemic lockdown began 3 years ago this month. I mentioned how much fun it was to get back on stage , but it definitely took a while to settle into a groove. Haven’t brought myself to watch the full discussion yet, but from the first 5 minutes you can see lots of excess nervous energy and pacing about the stage.
(Posted with permission). The ISM manufacturing index indicated contraction. The PMI® was at 47.7% in February, up from 47.4% in January. The employment index was at 49.1%, down from 50.6% last month, and the new orders index was at 47.0%, up from 42.5%. From ISM: Manufacturing PMI® at 47.7% February 2023 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector contracted in February for the fourth consecutive month following a 28-month period of growth, say the natio
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.
WMRE talked to a number of real estate investment experts in the first two months of 2023 to get their takes on navigating a climate with higher interest rates and reduced sales volumes.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 197 thousand initial claims, up from 192 thousand last week.
The regulator's update to its targeted sweep of firms’ dealings with social media influencers offered suggestions that may be difficult for broker/dealers to fulfill, according to one securities attorney.
My mid-week morning train WFH reads: • The SPAC Fad Is Ending in a Pile of Bankruptcies and Fire Sales : At least eight businesses that went public through mergers with “blank-check” companies have sought protection from creditors. ( Businessweek ) • Why WFH Will Not Doom Cities : Academics tend to overestimate the impact of current trends on cities today.
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.
If I had to distill our macro view into a single chart it would be this – house prices vs rents. COVID created an incredible disequilibrium in the housing market where house prices surged 40%+ and rents are only just playing catch-up. It’s part of what has caused inflation to linger as rents have a lagging impact on CPI and have yet to roll over substantially in the Owners Equivalent Rent data.
Markets How major asset classes performed in February 2023. (capitalspectator.com) March has historically been a better than February for the stock market. (carsongroup.com) Strategy What can we learn from how short sellers operate? (riskofruinpod.substack.com) Forecasting is about knowing when growth will slow. (klementoninvesting.substack.com) Books Insights from "The Biology of Investing: Nature, Nurture, Physiology, & Cognition" by John R.
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.
Big financial institutions don’t feel the need to offer competitive rates on certificates of deposit, which are universally below the world’s safest asset: Treasury bills.
I am pleased to announce that my latest book is now available on Amazon (see below). The intent is to help business leaders and information security practitioners discuss cyber risk in business rather than technical language, enabling executives and the board to make informed and intelligent business decisions.
No exposure to domestic equities. Partial exposure to international equities. No exposure to REITs. No exposure to commodities. No exposure to intermediate-term bonds. DIY Trend-Following Allocations: March 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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?
Today’s Animal Spirits is brought to you by YCharts: Enter your information here to get 20% off YCharts (new clients only) On today’s show, we discuss: 10 years of A Wealth of Common Sense The most important charts for 2023 Soft landing? More like no landing Apartment rents fall as rush of new supply hits market There’s no going back to the old normal Tightening monetary policy and patterns of consumpt.
Women are becoming increasingly responsible for their household finances. In fact, statistics show that eight out of every ten women are going to end up responsible for managing either their own wealth or someone else’s. 1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career.
Reata Pharmaceuticals Inc.’s RETA newly approved treatment for Friedreich’s ataxia will have a wholesale acquisition price of $370,000 per year, the company told investors on Tuesday night. The Food and Drug Administration on Tuesday approved the drug, Skyclarys, which treats a rare nervous-system disease that affects about 4,500 diagnosed patients in the U.S.
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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