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Altos reports that active single-family inventory was up 0.4% week-over-week. Inventory is now up 48.6% from the February seasonal bottom. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2024. The black line is for 2019. Inventory was up 36.7% compared to the same week in 2023 (last week it was up 36.7%), and down 23.1% compared to the same week in 2019 (last week it was down 23.4%).
The Cambria Tax Aware ETF and the Stance Sustainable Beta ETF will each be seeded with the appreciated securities of wealthy investors, who will swap their assets for shares in the funds rather than buy into them with cash.
@TBPInvictus here: If you’re not aware of the brouhaha that was stirred about a year or so ago when CA Gov Gavin Newsom signed into law (taking effect April 1, 2024) a new $20 minimum wage for so-called “limited service” (a/k/a fast food or QSR) restaurant workers, read up here , here , or here. In a nutshell, the usual suspects’ heads exploded well before the legislation even took effect, claiming it would lead to widespread devastation in the fast food space: job losses
Podcasts Blair duQuesnay talks with George Kinder about his new book "The Three Domains of Freedom." (blairbellecurve.com) Daniel Crosby talks behavioral finance with Greg Davies, Head of Behavioral Finance at Oxford Risk. (standarddeviationspod.com) Frazer Rice talks with Megan Gorman quthor of "All the Presidents' Money: How the Men who Governed America Governed Their Money.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Today, in the Real Estate Newsletter: ICE Mortgage Monitor: Insurance Costs "Spike", Especially in Florida Brief excerpt: The largest insurance increases are in Florida (for obvious reasons - stay safe this week with Hurricane Milton). • While monthly principal, interest, and property tax obligations are up an average 15-17% since the beginning of 2020, the average monthly property insurance payment is up a whopping 52% over that same period • In New Orleans, as well as Florida markets such as D
Companies What are the chances that Google ($GOOGL) gets broken up? (ft.com) Pfizer ($PFE) has an activist in Starboard Value. (wsj.com) ETFs Cambria and Alpha Architect are teaming up for the Cambria Tax Aware ETF ($TAX). (wealthmanagement.com) Derivatives-based ETFs are booming, with retail piling in. (bloomberg.com) Jane Street Jane Street is seeing extraordinary profits on the back of the ETF boom.
Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which
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 Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in September Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in September compared to August. The Manheim Used Vehicle Value Index (MUVVI) fell to 203.0, a decline of 5.3% from a year ago. The seasonal adjustment to the index amplified the change for the month, as non-seasonally adjusted values fell slightly.
From Matthew Graham at Mortgage News Daily: Highest Mortgage Rates in 2 Months It's been a strange and frustrating couple of weeks for anyone who mistakenly believed that mortgage rates would move lower after the Fed rate cut. Bottom line, markets got locked into the belief that data would slowly deteriorate (with a lot of weight being given to the last few jobs reports) only to see the most recent jobs report say "not so fast!
Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans
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.
My back from vacay morning reads: • Pandemic Start-Ups Are Thriving, and Helping to Fuel the Economy : A record surge in new businesses has helped drive job growth, and could have longer-term benefits. ( New York Times ) • Fidelity: Twitter is worth 80% less than 2 years ago when Elon Musk bought it. That’s according to estimates from investment giant Fidelity: As of the end of August, the firm is worth just $8 billion, according to a Sunday filing by Fidelity’s Blue Chip Growth Fund.
Listen as as he reflects on the significance of this recognition and celebrates the incredible achievements of industry leaders at this prestigious event.
Identifying and prioritizing client goals is essential to creating effective holistic financial plans. However, many advisors face the challenge of helping clients articulate their true objectives. Clients often come to their advisors with surface-level goals, but research suggests these initial goals may not reflect what truly matters to them. XYPN's partnership with fpPathfinder offers a practical way to achieve this through their Master List of Goals Checklist.
How can textual analysis of business news, specifically The Wall Street Journal (WSJ), be used to measure the state of the economy? Reading the WSJ May Make You a Better Economist was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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.
In the ever-changing realm of trading, it is essential to master effective strategies to achieve success. The Bullish Harami is a strategy that has become popular due to its simplicity and the potential for profitability. In this discussion, we’ll explore a significant type of multi-candlestick pattern known as the Bullish Harami Candlestick pattern, which traders employ to develop reversal strategies in the market.
What A Run, But… Today is the one-year anniversary of Hamas’s horrific terrorist attack on Israel. That day and its aftermath have taken a tremendous human toll and tensions continue to escalate in the region, but our job is to focus on the impact on markets. Following October 7, 2023, oil soared, stocks sold off hard for three weeks, fear spread, and the bears were in control.
Building a TIPS ladder gives us a license to spend and creates a spending floor. My TIPS ladder combined with Social Security provides a $10,000 monthly inflation-adjusted cash flow, though I’m delaying taking Social Security until age 70, of course.
“Risk culture” is a term that sounds good and is used by many. But my question is whether it is something that actually exists (or should exist), and whether the term has a useful meaning. First, what does it mean.
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.
In the 1989 blockbuster Back to the Future II, time travel enables Michael J. Fox’s nemesis, Biff, to become a gazillionaire by bringing an almanac with sports match outcomes back from the future. We thought it might be instructive, and certainly entertaining, to make a less fanciful version of this dream a reality – for a few lucky people.
On today’s show, we are joined by Ted Seides, author of Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals Today’s show is brought to you by Public: See here for more information on the Public high yield bond account On today’s show, we discuss: The growth of the private equity industry Why private credit has been such a large growth story this year.
The “no landing” scenario – a situation where the US economy keeps growing, inflation reignites and the Federal Reserve has little room to cut interest rates – had largely disappeared as a bond-market talking point in recent months. t.
The Chinese market has struggled since 2020 due to COVID-19, real estate issues, and tech company crackdowns. Recently, Indian markets have corrected, mainly because of the Israel-Lebanon conflict, US recession fears, and changing investment patterns. Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations.
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.
Weekly Market Insights | October 7th, 2924 Market Rallies But Ends Week Flat Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week. The Dow Jones Industrial Average was flat (+0.09 percent), while the Standard & Poor’s 500 Index ticked up 0.22 percent. The Nasdaq Composite also was flat (+0.10 percent).
As we conclude another impactful Life Insurance Awareness Month (LIAM), I want to take a moment to recognize the incredible efforts of our NAIFA members, corporate partners, and the broader financial services community. Together, we’ve made significant strides in educating and empowering individuals and families across the nation about the importance of life insurance and its critical role in securing financial futures.
GMO posted a short paper in support of its Benchmark Free Asset Allocation Strategy (BFAAS). The paper positions BFAAS as a substitute for 60/40. GMO is most known for founder Jeremy Grantham, the G in GMO. Grantham perpetually calls out the bear case and while he gets that wrong most of the time, similar to people like John Hussman and Nouriel Roubini, he always has an interesting take on the prevailing bear case.
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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