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Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI December 2024: Business conditions end the year on a weak note The AIA/Deltek Architecture Billings Index (ABI) score fell to 44.1 for the month as the share of firms reporting a decline in firm billings increased. Firm billings have now decreased for the majority of firms every month except two since October 2022.
Financial advisors often engage with a variety of prospects, each with unique needs and motivations. Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. These situations often narrow the focus of the prospecting conversation, giving the advisor a clear opportunity to affirm their value (e.g., "I help clients in retirement by doing X, Y, and Z.").
Today, in the CalculatedRisk Real Estate Newsletter: NMHC on Apartments: "Looser market conditions for the tenth consecutive quarter" Excerpt: From the NMHC: Apartment Market Experiences Loosening Conditions, Decreased Deal Flow and Less Available Financing to Start the New Year Apartment market conditions declined in the National Multifamily Housing Councils (NMHCs) most recent Quarterly Survey of Apartment Market Conditions.
Markets Have we entered a new era for interest rates? (bonddad.blogspot.com) Why yield curve disinversions matter. (econbrowser.com) Strategy The U.S. economy is spending less time in recession. Markets are paying attention. (awealthofcommonsense.com) How U.S. capital markets have devolved over time. (disciplinefunds.com) Investing is hard because the future is uncertain.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 0.1 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending January 17, 2025. The Market Composite Index, a measure of mortgage loan application volume, increased 0.1 percent on a seasonally adjusted basis from one week earlier.
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 a increase to 215 thousand from 201 thousand last week. At 11:00 AM, the Kansas City Fed manufacturing survey for January.
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 a increase to 215 thousand from 201 thousand last week. At 11:00 AM, the Kansas City Fed manufacturing survey for January.
Understanding Market Volatility and Its Effects Youve probably heard the stock market described as volatile in recent years. But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? What Is Market Volatility? Volatility in the market is the extent to which the price of stocks or other investments fluctuate in the short term.
Guests: Gary Roth and Mike Capelle , Co-Founders and Co-CEOs of Modern Wealth Management. In a nutshell: I first met Gary Roth and Mike Capelle when they were partners at United Capital, a firm they helped grow into a $25 billion RIA that was eventually sold for $750 million. Today, they’re redefining what it means to scale an RIA through M&A and kickstarting organic growth.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
As we wrap up 2024, were filled with gratitude for our clients, colleagues, and community who make our work so rewarding. This past quarter has been nothing short of eventful, from client appreciation events to personal milestones and planning for an exciting year ahead. Heres a glimpse of what weve been up to: Celebrating Our Clients On October 13th, we hosted a special Client Appreciation Event, offering family photo sessions to capture memories with loved ones.
The starting point today is the that Rational ReSolve Adaptive Asset Allocation Fund (RDMIX) has gone through a strategy change, renaming as the ReturnStacked Balanced Allocation & Systematic Macro Fund and keeping the same symbol. " For every $1 invested, RDMIX aims to provide $1 of exposure to a U.S. balanced allocation and $1 of exposure to a systematic macro strategy.
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
Gas prices jumped to their highest level in three months this week. As of January 21st, the price of regular and premium gas were up 7 and 6 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $75.83, down 1.9% from last week.
As economists and financial market forecasters, we are constantly amazed at how so many people analyze, forecast, research, and discuss important topics without ever addressing the elephant(s) in the room.
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.
A recent article by Carol Williams of Strategic Decision Solutions carried this title and had some wisdom to share. For example, she said: Enterprise risk assessment can be defined as: the practice ofgathering informationto understand risk to the organizationachieving its objectivesand affect how uncertainty is taken into account.
As the industry matures, innovative operating models have emerged to address the diverse needs of both acquiring and selling firms. This analysis examines the primary models driving consolidation in the RIA space and explores their strategic implications for industry participants.
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.
Have you ever felt like you needed someone who could not only guide you through strategic decisions but also help you uncover hidden opportunities and… The post Is Hiring an Omnivert Coach the Key to Transforming Your Business? appeared first on Leading Advisor - Simon Reilly.
The ETF industry’s upstart-in-chief is back with another roll of the new-product dice — this time betting on a game-changing expansion of Wall Street’s zero-day options boom.
When you think about money behaviors that don’t serve you well, I suggest tuning in to your financial boardroom. Start with a little curiosity. What emotions surface? Which voices are the loudest?
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.
At the Money: Compounding Health and Wealth , with Phil Pearlman (January 22, 2025) We understand how wealth compounds over time, but did you know you can also compound your health? Full transcript below. ~~~ About this weeks guest: Phil Pearlman, is former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute. For more info, see: Personal Bio Professional Site Prime Cuts Newsletter LinkedIn Twitter ~~~ Find all of the previous At the Money episodes here , and i
JPMorgan Chase & Co.’s dealmakers are spending their time in the Swiss Alps huddling with ebullient clients, but the boss of the biggest US bank is striking a more cautious tone.
Podcasts Barry Ritholtz talks the hard work of dying with Jonathan Clements. (ritholtz.com) Bogumil Baranowski talks with Jordan Grumet author of "The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy." (podcasts.apple.com) Jordan Grumet talks retirement with Benjamin Brandt author of "Retirement Starts Today." (podcasts.apple.com) William J.
Netflix Inc. shares soared to a record high on Wednesday after the streaming giant reported its biggest quarterly subscriber gain in history, buoyed by its first major live sporting events and the return of Squid Game.
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.
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