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Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Mar 4, 2023 • Active inventory growth continued to climb with for-sale homes up 61% above one year ago. Inventories of for-sale homes rose again, but the gain was the lowest we’ve seen since December.
Companies like FMG, Orion and Broadridge have already started integrating ChatGPT, while others, like Snappy Kraken, are taking a more cautious approach.
The Federal Reserve released the Q4 2022 Flow of Funds report today: Financial Accounts of the United States. The net worth of households and nonprofits rose to $147.7 trillion during the fourth quarter of 2022. The value of directly and indirectly held corporate equities increased $2.7 trillion and the value of real estate decreased $0.1 trillion. Household debt increased 2.3 percent at an annual rate in the fourth quarter of 2022.
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 DOL reported : In the week ending March 4, the advance figure for seasonally adjusted initial claims was 211,000 , an increase of 21,000 from the previous week's unrevised level of 190,000. The 4-week moving average was 197,000, an increase of 4,000 from the previous week's unrevised average of 193,000. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
The Federal Reserve’s February 2023 Beige Book numbers show commercial real estate lending has remained stable. Placer.ai reported falling foot traffic at malls last month. These are among today’s must reads from around the commercial real estate industry.
Books A Q&A with Emily Hund author of "The Influencer Industry: The Quest for Authenticity on Social Media." (vox.com) An excerpt from “The People’s Tongue: Americans and the English Language” by Ilan Stavans. (wsj.com) A Q&A with Emre Soyer, co-author of "The Myth of Experience: Why We Learn the Wrong Lessons and Ways to Correct Them." (davidepstein.substack.com) Behavior Smartphones are to blame for the rise in unhappiness, until further notice.
Books A Q&A with Emily Hund author of "The Influencer Industry: The Quest for Authenticity on Social Media." (vox.com) An excerpt from “The People’s Tongue: Americans and the English Language” by Ilan Stavans. (wsj.com) A Q&A with Emre Soyer, co-author of "The Myth of Experience: Why We Learn the Wrong Lessons and Ways to Correct Them." (davidepstein.substack.com) Behavior Smartphones are to blame for the rise in unhappiness, until further notice.
Today, in the Real Estate Newsletter: "Home ATM" is Closing Excerpt: Here is the quarterly increase in mortgage debt from the Federal Reserve’s Financial Accounts of the United States - Z.1 (sometimes called the Flow of Funds report) released today. In the mid ‘00s, there was a large increase in mortgage debt associated with the housing bubble. In Q4 2022, mortgage debt increased $155 billion, down from $210 billion in Q3, and down from the cycle peak of $258 billion in Q2 2022.
Yesterday, I had a fascinating interview/conversation with Dominique Mielle – she was a partner at Canyon Capital, $25B HF where she worked for 20 years. She is also the author of “ Damsel in Distressed ,” which (surprisingly) turns out to be the very first memoir written by a woman working at a hedge fund (it’s a fun romp through 1998-2018 era).
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.
On Friday at 8:30 AM ET, the BLS will release the employment report for February. The consensus is for 200,000 jobs added, and for the unemployment rate to be unchanged at 3.4%. There were 517,000 jobs added in January, and the unemployment rate was at 3.4%. From BofA economists: "[W]e expect nonfarm payroll growth moderated to 230k, reversing much of the acceleration seen in January.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Employment Report for February. The consensus is for 200,000 jobs added, and for the unemployment rate to be unchanged at 3.4%.
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.
Webull Financial settled charges with the regulator, who argued the firm didn’t adequately screen customers for approval when they applied for options trading.
Cash 5% yields on cash are great, but they are not permanent. (awealthofcommonsense.com) What you need to know about cash in your brokerage account. (monevator.com) Too many people are missing out on higher cash yields. (thisisthetop.substack.com) Active management There's very little evidence in favor of active management. (mathinvestor.org) Why finding a successful active manager is so difficult.
Wirehouse advisors are more likely to be unhappy with their compensation than those in other channels, saying the packages are too complex and change frequently, according to a new Cerulli report.
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.
This post is for people outside of the financial services industry who might be wondering how one bank (Silvergate) lost 42% today while another one (Silicon Valley Bank) fell 60%. Silvergate banked virtually the entire crypto industry, including FTX. The largest banks had no interest in dealing with crypto companies, so Silvergate stepped in and experienced enormous growth over the last few years.
A large number of older offices will fail to lure back workers in the post-Covid era, making them less attractive to occupiers and spurring a wave of defaults, according to Daniel McNamara, founder of Polpo Capital Management.
A reader asks: As a retail investor, how does one go about assessing the investment performance of a security or even an index fund beyond looking at the historic performance which Ben Carlson recently described as chasing performance? Linked to this, can you please explain a backtest in simple terms, and what is a good way to do a backtest for an average investor?
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.
We believe owning deep-value stocks is potentially interesting at these valuation peaks. But as I said in the previous two times I wrote this, the spread can get more extreme. At some point, we'd like to stop talking about the valuation spread and its potential effect on forward expected returns.and see that spread COMPRESS! Compression: Can the Value Spread Expand Forever?
CIO Perspectives Podcast: The Outlook for 2023, a deep dive into the venture landscape and dissecting the AI buzz mhannan Thu, 03/09/2023 - 16:53 As the end of the first quarter of 2023 approaches, Sid Ahl and Erika Pagel are joined by guests that have deep insights into what is surely one of the most fascinating technological developments of the new year: the new developments in generative AI, as demonstrated most vividly by the viral rise of Chat-GPT, a large language model that has set a new
This morning's seasonally adjusted 211,000 new claims, up 21,000 from the previous week's unrevised figure, came in above the Investing.com forecast of 195,000. This is the first time initial claims have come in higher than 200,000 since the first week of the year and is the highest reading of 2023 so far.
If you are planning on retiring or you have just retired, this might be the perfect time to get a pet! Now that you have more time to focus on the things you want, you may find that you finally have time to take care of a pet. Pets are like companions and hobbies all rolled into one cute package! They can also be a great way to liven up your home if your kids have moved away and you feel like the house could use another friend around.
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?
We’re continuing with the theme of time in this chart of the week. The last few years felt like a lifetime for many reasons. And the main driver of that feeling has been the Fed’s aggressive rate hikes. But the crazy thing about this rate hike cycle is that it has only just begun. “Just begun” you might ask? Yes. At this time last year the Fed was sitting on…ZERO.
By Matt Pais, MDRT Content Specialist It’s safe to say that motocross athletes are in control of their fear. But Tiago De Castro Barbosa Melo , an 11-year MDRT member from Belo Horizonte, Brazil, worried that a client in that line of work was underinsured due to the dangerous nature of his profession. “I proposed increasing his insurance to maintain at least 10 years of income in case of an accident that prevented him from working.
SVB Financial Group SIVB fell more than 22% in the extended session Thursday as reports surfaced that several funds are advising clients to pull money from Silicon Valley Bank. Bloomberg late Thursday reported that the Founders Fund, the venture capital fund co-founded by Peter Thiel, has advised companies to do just so. The report cited people familiar with the matter.
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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