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From the Fed: Minutes of the Federal Open Market Committee, May 2-3, 2023. Excerpt: The economic forecast prepared by the staff for the May FOMC meeting continued to assume that the effects of the expected further tightening in bank credit conditions, amid already tight financial conditions, would lead to a mild recession starting later this year, followed by a moderately paced recovery.
This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S. Households in 2022. It’s chock full of great charts and analyses, covering everything from Income, Employment, Expenses, Banking and Credit, Housing, Student Loans, Retirement and Investments, and Overall Financial Well-Being. Peter Coy fleshes out lots of the details here: “ Unemployment Is Low, But So Is the National Mood.” He notes: “The Fed report is consistent with ot
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
Screening calls are a common part of the prospecting process for financial advisory firms, particularly those that receive a large number of inquiries, and can help determine whether a prospective client might be a good fit. At the same time, these calls can be awkward for both the prospect and the advisor, as the prospect might be asked to discuss personal information about their finances with someone they have never met before, and the advisor has to ask potentially thorny questions, such as w
From a young age, Jamal Mashburn dreamt of carrying a briefcase; along the way, people laughed in his face. His advisor, who’s been with him since he was 19, wasn’t one of them.
Today, in the Calculated Risk Real Estate Newsletter: Two Key Housing Themes: Low Inventory and Few Distressed Sales Brief excerpt: Every housing cycle is different. One of the key themes in this cycle is that existing home inventory is historically extremely low as many homeowners are “locked in” to their current home with low mortgage rates. Another key theme is that there will be few distressed sales as most homeowners have substantial equity.
Today, in the Calculated Risk Real Estate Newsletter: Two Key Housing Themes: Low Inventory and Few Distressed Sales Brief excerpt: Every housing cycle is different. One of the key themes in this cycle is that existing home inventory is historically extremely low as many homeowners are “locked in” to their current home with low mortgage rates. Another key theme is that there will be few distressed sales as most homeowners have substantial equity.
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 4.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending May 19, 2023. The Market Composite Index, a measure of mortgage loan application volume, decreased 4.6 percent on a seasonally adjusted basis from one week earlier.
Markets Bank stocks used to be boring to trade. Not any more. (wsj.com) Companies have not not shy about buying back stock YTD. (wsj.com) Apple Apple ($AAPL) is going to work more closely with Broadcom ($BRCM) on 5G chips. (wsj.com) Microsoft ($MSFT) is in the lead on AI. What's Apple's ($AAPL) next move? (stratechery.com) Why Apple ($AAPL) is seemingly lagging in AI.
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.
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: AIA/Deltek Architecture Billings Index Reflects Continued Weakness in Business Conditions in April Architecture firms reported a modest decrease in April billings. However, there was a slight increase in inquiries into future project activity according to a report released today from The American Institute of Architects (AIA).
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 250 thousand initial claims, up from 242 thousand last week. • Also at 8:30 AM, Gross Domestic Product, 1st quarter 2023 (Second estimate). The consensus is that real GDP increased 1.1% annualized in Q1, unchanged from the advance estimate of 1.1%. • Also at 8:30 AM, Chicago Fed National Activity Index
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.
While ESG investing has gotten tangled up in US politics, Bjarne Graven Larsen says it's a a tool through which to find assets that “will be profitable — very profitable — in the future.
From Black Knight: Black Knight’s First Look: Early-Stage Mortgage Delinquencies Rise on Calendar Effect; Prepayments Slow as Spring Homebuying Season Falters on High Rates, Low Inventory • The national delinquency rate spiked 13% higher in April from March’s record low , with the month ending on a Sunday impacting the processing of payments made on the last calendar day of the month • Early-stage delinquencies (borrowers 30 days late) bore the brunt of the rise, increasing by 200K (+25%) which
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.
Watch as Fred Barstein and Voya Financial's Lori Commerford discuss auto-enrollment, short-term needs like emergency savings and student debt, and savings habits.
The terms private credit and private debt are often used interchangeably to describe direct origination credit strategies. But, the business is also known by another name: non-bank lending.
The actively managed BlackRock Flexible Income ETF (BINC) will aim to outperform and provide investors long-term income by investing in “harder to reach fixed-income sectors” such as high-yield bonds, emerging markets debt and securitized assets.
Do you want to work with an expert with 30 years of experience advising, coaching, and mentoring financial advisors, including the following steps to hire… The post The following steps will streamline your hiring process appeared first on Leading Advisor - Simon Reilly.
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.
Microsoft Corp. MSFT security researchers said late Wednesday they uncovered a China state-sponsored hack against critical U.S. infrastructure. In a blog post, Microsoft said it “uncovered stealthy and targeted malicious activity focused on post-compromise credential access and network system discovery aimed at critical infrastructure organizations in the United States.
Bitcoin continued to hover around $27,000 this past week and is up ~63% year-to-date. Here's the latest charts on three of the largest cryptocurrencies by market share through 5/23.
In a note released Wednesday, a team of analysts at JPMorgan Chase & Co. said they see the odds of Washington negotiators failing to reach a deal to lift the debt ceiling by early June at “around 25% and rising.” Under such a scenario, they said, there’s a “very high likelihood” that Treasury would prioritize principal and interest payments, which would avoid a technical default on government debt.
Fundamental Analysis of Swaraj Engines : The name “Mera Swaraj” is the most well-known household name in India. India is a land of agriculture, and to revolutionize the farming sector, a company inspired by Mahatma Gandhi’s economic freedom began to manufacture tractors under the brand name “Swaraj” in the last seven decades.
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?
All 213 Democratic lawmakers in the U.S. House of Representatives support a “discharge petition” that could end the debt-ceiling standoff, House Minority Whip Katherine Clark told reporters on Wednesday. It would need to get the support of five House Republicans in order to pass the 435-seat chamber. A discharge petition is a parliamentary procedure that lets lawmakers bypass leadership, which is critical since the House is currently run by Republicans.
The recent easing in stock market volatility, as indicated by the downward trend of the CBOE Volatility Index (VIX), may be perplexing or frustrating to some investors, depending on their views. Given the macroeconomic backdrop, the market’s calm spell (although with a slow climb) may seem puzzling, but it looks like what traders call a “coiled spring.” A coiled-spring market has a high potential for solid movement in one direction after a long stagnant spell or a significant s
The top Triple-A credit ratings of the U.S. were placed on “rating watch negative” by credit firm Fitch Ratings on Wednesday, due to “brinkmanship” in Washington, over raising the government’s borrowing limit and the nation’s growing debt burden.After the U.S. reached its $31.4 trillion debt limit in January, the Treasury has been taking “extraordinary measures” to avoid breaching the debt ceiling, but is expected to exhaust its options as soon as June 1, 2023, or the “X-date,” with cash balance
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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