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Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 3.9% year-over-year in December Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for December ("December" is a 3-month average of October, November and December closing prices). December closing prices include some contracts signed in August, so there is a significant lag to this data.
The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
S&P/Case-Shiller released the monthly Home Price Indices for December ("December" is a 3-month average of October, November and December closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Records 3.9% Annual Gain in December 2024 The S&P CoreLogic Case-Shiller U.S.
The top 10% owns 87% of the stocks in this country. They also own 84% of the private businesses, 44% of real estate and two-thirds of overall wealth. These numbers have all increased since 1989 as well — total wealth (60.8% to 67.3%), stocks (81.7% to 87.2%), private businesses (78.4% to 84.4%) and real estate (38.2% to 43.9%). According to The Wall Street Journal, the top 10% also accounts for 50% of all consumer.
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
The FDIC released the Quarterly Banking Profile for Q4 2024: Full-Year ROA and Net Income Increased in 2024 The banking industry reported full-year net income of $268.2 billion, up $14.1 billion (5.6 percent) from 2023. The aggregate return-on-assets ratio (ROA) increased 3 basis points to 1.12 percent. The increase primarily occurred due to one-time events in 2023 and 2024 that led to lower noninterest expense (down $8.5 billion, or 1.4 percent), higher noninterest income (up $6.0 billion, or 2
The Utah-based broker petitioned the nations highest court to consider hearing its appeal questioning the self-regulatory organizations constitutionality. One securities attorney questions whether the Court will do soat least for now.
Welcome everyone! Welcome to the 426th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jennifer des Groseilliers. Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households. What's unique about Jennifer, though, is how her firm has rolled out an equity compensation plan, built around providing grants based on performance and mee
Welcome everyone! Welcome to the 426th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jennifer des Groseilliers. Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households. What's unique about Jennifer, though, is how her firm has rolled out an equity compensation plan, built around providing grants based on performance and mee
The life insurance and financial services industry is evolving rapidly, and advisors who embrace technology have a competitive edge. Thats why I, Ken Leibow, Founder and CEO of InsurTech Express, have partnered with Nick Bowman, CFP, MS, CEP, Co-founder & Head of Sales at Xcela, to bring you this actionable guide on leveraging AI to enhance your practice.
– And by lately, I mean the past several years or more. The value of the S&P 500 index of stocks, where most of us hopefully have a good chunk of our retirement savings stashed into index funds, is up about fifty seven percent in just the past two years. And it has more than doubled in the past five. S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website.
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
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the mortgage purchase applications index. At 10:00 AM, New Home Sales for January from the Census Bureau. The consensus is that new home sales decreased to 678 thousand SAAR, down from 698 thousand in December.
Jeffrey Fuhrman, a former partner and president of Coastal Bridge Advisors, is named president soon after Bogart received a minority stakeholder investment.
Three strategies to create a foundation designed to foster long-term alignment and growthand, ultimately, a legacy. Many advisors recognize the need for an heir-apparent, but what they really want is quality talent without having to give anything upsuch as personal production. There is nothing inherently wrong with running a practice where the senior advisor calls the shots and the junior team members carry out that vision as support staff (not advisors).
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.
The Twin Momentum strategy harnesses the synergistic power of price momentum and strengthening fundamentals to achieve superior market returns. This innovative approach combines traditional price movement analysis with a comprehensive evaluation of improving company fundamentals, creating a robust framework for identifying high-potential stocks. By focusing exclusively on companies that rank in the top quintile for both price momentum and fundamental momentum, this methodology aims to capture on
Morningstar profiled the top 15 value-creating stocks of the past decade. Several asset managers made announcements pushing distribution into the wealth channel. These are among the investment must reads we found this week for wealth advisors.
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.
This study improves how private equity (PE) fund performance is evaluated, which is crucial for investors making allocation decisions. A New Metric for Private Equity Risk Adjusted Returns was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
The Conference Board's Consumer Confidence Index® dropped sharply in February, falling for a third straight month. The index decreased to 98.3 this month from January's upwardly revised 105.3. This month's reading was worse than the 102.7 forecast.
A couple of quick things today. First Meb Faber and Michael Gayed had a podcast that covered endowment style and permanent portfolio among other things. I believe there is a lot of overlap between the two. It seems like many endowments along with other types of sophisticated pools of capital are Permanent Portfolio inspired as Jason Buck said a couple of months ago.
A strong conviction trade is being shaken. As international stocks are outperforming this year, global investors are asking if their faith in US exceptionalism has gone too far.
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.
Home prices continued to trend upwards in December as the benchmark national index rose for a 23rd consecutive month to a new all-time high. The seasonally adjusted home prices for the national index saw a 0.5% increase MoM, and a 4.0% increase YoY. After adjusting for inflation, the MoM fell to 0.2% and YoY fell to -0.8%.
Overall, it is a system deeply rooted in familial interdependence. The responsibility for widows rests squarely with family members, reflecting a culture where support networks are built on kinship rather than institutional safety nets.
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.
Technology dividend aristocrats are tech companies that have raised their dividends for at least 7 consecutive years, compared to the 25-year requirement for traditional S&P 500 dividend aristocrats. This shorter qualification period acknowledges that tech companies historically prioritized reinvesting profits into growth rather than paying dividends.
Gas prices inched lower this week, coming off last week's four month high. As of February 24th, the price of regular and premium gas were down 2 and 1 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $70.70, down 1.6% from last week.
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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?
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