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
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 Apr 22, 2023 • Active inventory was up at a slower pace, with for-sale homes up just 39% above one year ago. The number of homes for sale continues to climb, but hesitant seller participation is limiting the pace of growth.
Getting advisors on board with building a social media presence will help leverage authenticity, grow thought leadership, ensure compliance and get to know clients on a new level.
I have been putting together my Q2 quarterly client call, and impatiently waiting for two last data points to show: State Coincident Indicators and Q1 GDP. Together they paint a fascinating picture of an economy robust enough to withstand the fastest set of rate increases in history, but also one that is showing signs of slowing. ( Crosscurrents of these types are not uncommon in a world that is rife with shades of grey… ) GDP for the first quarter of 2023 was 1.1% – lower than Wall Street
A new analysis by password manager NordPass stresses that major companies open themselves up to security risks by using passwords that lack creativity.
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
From the NAR: Pending Home Sales Decreased 5.2% in March Pending home sales decreased in March for the first time since November 2022, according to the National Association of REALTORS®. Three U.S. regions posted monthly losses, while the South increased. All four regions saw year-over-year declines in transactions. The Pending Home Sales Index (PHSI) * – a forward-looking indicator of home sales based on contract signings – waned by 5.2% to 78.9 in March.
The DOL reported : In the week ending April 22, the advance figure for seasonally adjusted initial claims was 230,000 , a decrease of 16,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 245,000 to 246,000. The 4-week moving average was 236,000, a decrease of 4,000 from the previous week's revised average.
246
246
Sign up to get articles personalized to your interests!
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The DOL reported : In the week ending April 22, the advance figure for seasonally adjusted initial claims was 230,000 , a decrease of 16,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 245,000 to 246,000. The 4-week moving average was 236,000, a decrease of 4,000 from the previous week's revised average.
Strategy Knowing when a recession will hit doesn't help you much when it comes to timing the stock market. (bloomberg.com) Cash is not a passive investment. (disciplinefunds.com) Attention The stock market regularly hypes up new market narratives. (investmenttalk.substack.com) The economy is always uncertain. (milehighfinanceguy.com) Don't give your attention away for free.
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.
But the firm hopes to capitalize on opportunities in the wake of the crisis as banks look to diversify revenue streams with brokerage and wealth management services, says Dan Arnold.
From the BEA: Gross Domestic Product, First Quarter 2023 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 1.1 percent in the first quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the fourth quarter, real GDP increased 2.6 percent. The increase in real GDP reflected increases in consumer spending, exports, federal government spending, state and local government spending, and nonresidential fixed investment th
Matt Blocki left the insurance broker/dealer world to build Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Personal Income and Outlays, March 2023. The consensus is for a 0.2% increase in personal income, and for a 0.1% decrease in personal spending. And for the Core PCE price index to increase 0.3%. PCE prices are expected to be up 4.1% YoY, and core PCE prices up 4.5% YoY. • At 9:45 AM, Chicago Purchasing Managers Index for April.
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.
Today, in the Calculated Risk Real Estate Newsletter: NMHC: "Apartment Market Continues to Loosen" A brief excerpt: From the NMHC: Apartment Market Continues to Loosen, Transactions Pull Back Further Amidst Economic Uncertainty “Apartment operators reported an uptick in vacancies and concessions this quarter,” noted NMHC’s Vice President of Research Caitlin Sugrue Walter. • The Market Tightness Index came in at 31 this quarter—below the breakeven level (50)—indicating looser market conditions fo
First Republic’s issues stem from its stockpile of loans at low interest rates, including an unusually large portfolio of jumbo mortgages to wealthy clients.
My morning train WFH reads: • Crypto’s Anti-Establishment Zeal Runs Headfirst Into Bankruptcy Bureaucracy : Angry retail investors are speaking up in complex legal brawls over the remains of Voyager, Celsius and BlockFi. ( Businessweek ) • SPACs Delivered Easy Money, but Now Companies Are Running Out : Businesses are burning through cash raised in SPAC deals with few ways to fill the gap. ( Wall Street Journal ) see also Why Most SPACs Suck (2020) : Most SPACs are subpar.
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.
A reader asks: I just read Nick’s latest and I’m feeling a bit ashamed. Nick is awesome and Just Keep Buying is my investment motto. I’m 34, my wife is 28 and, not to brag, we make ~$590k a year with a net worth of ~$1.2 million. We max out our 401ks and take the employer match (~$55k / year) and we also save between $20k-$40k, if not more. Our savings rate in my monthly budget is about 24%.
This is Midjourney AI’s imagined version of my new car. I’ll update this picture once I take delivery and head out on my first real camping trip! As I type this, I’m jumping through the various hoops involved in buying a 2023 Tesla Model Y, a spectacularly expensive, large luxury “crossover” that is absolutely loaded to the gills with excess: all wheel drive, faster acceleration than a Lamborghini, enough space for seven people and enough computer gadgetry to function as a small Goog
In this blog post, we will explore the taxation of stock options and provide an overview of how it works. Stock options are a common form of compensation for employees, particularly in startup companies. They give employees the option to purchase company stock at a predetermined price, allowing them to share in the company’s success as its value increases over time.
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.
By Matt Pais, MDRT Content Specialist There are many strategies MDRT members use to reach Top of the Table-level production, and some are simply a matter of small adjustments in perspective. George D. Goulet, TEP, CFSB , a 27-year MDRT member from Calgary, Alberta, Canada, recommends these two ways to elevate your practice. 1. Creative positive focus and urgency on a daily basis Benjamin Franklin, a founding father of the United States, is credited with saying, “Early to bed and early to rise ma
As the weather starts to get warmer, we’re headed into spring cleaning season! If you have retired recently, now can be a great time to get to all those cleaning projects that you have been putting off. Throw open the windows and let the sun in while you clean! A clean house can really help you to feel organized and ready to take on the day. Cleaning can also help you get rid of things you don’t need, make more space, and help you notice what you’re missing in your home.
In today’s world, it’s important to find a job that not only pays well but also lets you enjoy your life outside of work. To achieve this, it’s essential to have valuable skills that people need so much that they are willing to give you the conditions you need to live freely. In this article, we will share some high-income skills that you can learn to upgrade your career and improve your quality of life.
The advance estimate for Q1 2023 GDP showed the economy grew 1.1%, a decrease from the Q4 2022 third estimate of 2.6% growth and slower than the Investing.com forecast of 2.0% growth.
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?
Today’s Compound and Friends is brought to you by Public: See here for more information on automatically investing in treasury bills with no minimum hold periods or settlement delays. On today’s show, we discuss: Not an earnings apocalypse Financial v non-financial earnings for Q1 META earnings MSFT earnings GOOG earnings Big tech earnings mention AI Alphabet, Meta lure back advertisers as smaller rivals strug.
The latest Kansas City Fed Manufacturing Survey composite index came in at -10, a decline from last month's figure and below the Investing.com forecast of 0. The future outlook came in at 3, unchanged from last month.
The AdvisorShares Pure U.S. Cannabis ETF MSOS is rallying 16.5% and the ETFMG Alternative Harvest ETF MJ is up by 6% after lawmakers late Wednesday re-introduced the SAFE Banking measure to open up the financial system to legal cannabis companies. The measure has passed the House seven times but has yet to win Senate approval. Jefferies analyst Owen Bennett said, “We think this has a real chance of passing,” in a research note published Thursday.
Five out of the 12 Federal Reserve Regional Districts currently publish monthly data on regional manufacturing: Dallas, Kansas City, New York, Richmond, and Philadelphia. The latest average of the five for April is -12.8, up from the previous month.
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.
347 
Let's personalize your content