This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 13.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending February 17, 2023. The Market Composite Index, a measure of mortgage loan application volume, decreased 13.3 percent on a seasonally adjusted basis from one week earlier.
Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. I do a quarterly update for RWM clients that covers the economy, the markets, and our portfolios every three months.
From WardsAuto: U.S. Light-Vehicle Sales, Inventory Continue Upward Climb in February (pay content). Brief excerpt: With inventory expected to record big gains by the end of the first quarter, consumers could be on the verge of seeing an easing up in pricing through a combination of greater availability of more affordable vehicles and increased incentives, especially when the industry gets into the spring selling season. emphasis added Click on graph for larger image.
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: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architectural billings continue to contract in 2023 Fewer architecture firms report declining billings in January compared to billing activity in December, according to a new report today from The American Institute of Architects (AIA). AIA’s Architecture Billings Index (ABI) score for January was 49.3 * compared to 48.4 in December (any score below 50 indicates a decline in firm bill
In addition to analyzing the economics of a distressed position, real estate owners must consider the tax implications of the various outcomes surrounding debt. In the worst-case scenario of a foreclosure, not only can an owner lose a property, but also be subject to income tax on phantom income.
As a document required to be filed by all registered investment advisers, Form ADV is (at least in theory) a standardized description of each RIA’s services, fees, and business practices, presented in a series of four forms (Part 1, Part 2A, Part 2B, and Part 3) each comprised of a set of underlying sections. As the thinking goes, requiring each firm to file Form ADV with the SEC and/or state regulators (and making it available to the general public) gives investors a way to compare differ
As a document required to be filed by all registered investment advisers, Form ADV is (at least in theory) a standardized description of each RIA’s services, fees, and business practices, presented in a series of four forms (Part 1, Part 2A, Part 2B, and Part 3) each comprised of a set of underlying sections. As the thinking goes, requiring each firm to file Form ADV with the SEC and/or state regulators (and making it available to the general public) gives investors a way to compare differ
News Corp. said in its statement that it will “actively assess opportunities” as it continues a strategy of optimizing the value of its online real estate segment. The company has received interest from other potential buyers, said a person familiar with the talks who asked not be identified because they are private.
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: 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 200 thousand initial claims, up from 194 thousand last week. • Also at 8:30 AM, Gross Domestic Product, 4th quarter 2022 (Second estimate). The consensus is that real GDP increased 2.9% annualized in Q4, unchanged from the advance estimate of 2.9%. • Alsot at 8:30 AM, Chicago Fed National Activity Index
From the Fed: Minutes of the Federal Open Market Committee, January 31–February 1, 2023. Excerpt: In their consideration of appropriate monetary policy actions at this meeting, participants concurred that the Committee had made significant progress over the past year in moving toward a sufficiently restrictive stance of monetary policy. Even so, participants agreed that, while there were recent signs that the cumulative effect of the Committee's tightening of the stance of monetary policy had be
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.
The Financial Professional Coalition will cater to the “rank-and file” of the industry by offering specific, non-legal assistance for reps and support staff.
Strategy Why short term is our default investment setting. (behaviouralinvestment.com) There are a lot of different ways to define company quality. (blog.validea.com) Crypto Even without new laws, the SEC pulling together regulation via enforcement action. (coindesk.com) What Coinbase ($COIN) is facing with the SEC. (axios.com) Companies Not everyone thinks Taiwan Semiconductor's ($TSM) investment in the U.S. makes sense.
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.
Institutional Investor examines the assumption that REITs can always hedge inflation. Some Amazon employees ask management not to make them return to in-office work, reports Gizmodo. These are among today’s must reads from around the commercial real estate industry.
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in January A brief excerpt: The big story for January existing home sales was the sharp year-over-year (YoY) decline in sales. Also, active inventory increased sharply YoY, but is still historically low. This is the final look at local markets in January. I’m tracking about 40 local housing markets in the US.
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.
I’m enjoying a week off with my family in Disney World. Yesterday, as I waited in a sea of people to get into the park, I checked my phone and saw the futures were pointing to a deeply red open. It was a perfect juxtaposition of this paradox we’re living in; the economy is too strong to avoid a recession. This week for the first time ever, the Genie plus, which allows riders to skip long lines, sold out.
The uncertain forecast for the U.S. economy in the near term has not only contributed to widely disparate expectations about the path of Federal Reserve interest rate policy. Still, it has also created new words and phrases that have confounded many investors. (Think “transitory inflation” or “soft landing.”) The latest expression buzzing through the financial media is “immaculate disinflation,” which refers to the possibility of inflation falling quickly to the Fed’s 2% target with minimal econ
Eric Bottolfsen, MBA , is a Vice President at GoldBook Financial and a financial planner with a passion for protecting the medical professionals and small business owners who make up Main Street USA. Getting Started Bottolfsen knew from an early age that he wanted a career in financial services. When he played Monopoly as a kid, he insisted on being the banker.
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?
Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs? Just think of the numbers. People are living longer these days, and that number is only going up.
Moderna Inc. MRNAand Merck Inc. MRK shares increased in after-hours trading Wednesday after the pharmaceutical companies announced that a cancer-vaccine candidate received the “breakthrough therapy” designation from the Food and Drug Administration. The designation, which allows for expedited review of a candidate, was granted after a Phase 2b study of the personalized vaccine — known as mRNA-4157/V940 — in combination with Merck’s Keytruda.
By Jack Forehand, CFA, CFP® ( @practicalquant ) — We all want to own great companies. We look at Warren Buffett’s success and want to own the same types of businesses he did. We love high returns on capital. We love great brands. We love strong balance sheets. We love MOATs and consistent earnings. The logical progression from that idea is that building a portfolio of high-quality companies should lead to great investment returns over time.
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.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
359 
Let's personalize your content