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Notes: This CoreLogic House Price Index report is for May. The recent Case-Shiller index release was for April. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: US Annual Home Price Growth Drops to the Lowest Rate in 11 Years in May CoreLogic®. today released the CoreLogic Home Price Index (HPI™) and HPI Forecast™ for May 2023.
David Geake solicited an elderly couple to pledge securities as collateral for a bank loan to support a startup the rep had invested in, but the couple allegedly lost their money when the company failed.
From Dodge Data Analytics: Decline in Institutional Planning Drops Dodge Momentum Index Down 3% in June The Dodge Momentum Index (DMI), issued by Dodge Construction Network, declined 2.5% in June to 197.3 (2000=100) from the revised May reading of 202.4. Over the month, the commercial component of the DMI rose 3.1%, while the institutional component sunk 10.5%.
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
My-Tuesday morning train WFH reads: • When Will Interest Rates Really Start to Matter? For the longest time pundits predicted interest rates would go higher yet they did nothing but go lower year after year. Then when rates hit 0% it seemed like everyone assumed we would experience lower rates forever…just in time for rates to rise higher than anyone thought was possible in such a short period of time.
Welcome back to the 341st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thor McIlrath. Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households. What's unique about Thor, though, is how he has structured his firm so that clients rotate through different advisors at the firm each time they come in for a meeting, eschewing the traditional
Welcome back to the 341st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thor McIlrath. Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households. What's unique about Thor, though, is how he has structured his firm so that clients rotate through different advisors at the firm each time they come in for a meeting, eschewing the traditional
Global The case for international diversification still stands, recency bias aside. (kitces.com) There's no reason to gorge on emerging market equities. (morningstar.com) Overnight anomaly Trading the overnight effect is harder than it looks. (twoquants.substack.com) Why the overnight anomaly is hard to exploit. (ft.com) Research Does size matter? Meh.
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in June A brief excerpt: This is the second look at local markets in June. I’m tracking a sample of about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
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.
Commercial Observer looks at the details of giving back an underwater commercial building back to the lender. The CLO market looks primed for a reset, reported Bloomberg. These are among today’s must reads for investors from around the commercial real estate industry.
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►June Inflation – “Last mile of the inflation fight will be the hardest” ►The Consumer is Ok – US consumer borrowing slowed to a more than two-year low in May, reflecting the first decline in non.
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 results for the mortgage purchase applications index. • At 8:30 AM, The Consumer Price Index for June from the BLS. The consensus is for a 0.2% increase in CPI, and a 0.3% increase in core CPI.
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.
Tech needs continued pricing power to justify the multiples: NB Private Wealth’s Shannon Saccocia from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
By Bryce Sanders We were trained to ask clients for referrals. Yet, the word “referral” is an industry term that carries a problematic salesy connotation. It’s like saying, “Do you know anyone I could sell something to?” Fortunately, there are several ways agents and financial advisors can ask for referrals that doesn’t sound like a sales pitch.
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.
Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: July 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
My general theory about the internet is nothing is properly rated anymore because there are so many opinions out there today.1 The same is true when it comes to personal finance. Everything is probably over- or underrated. Here are 3 financial concepts I think are overrated: 1. Eff-you money. Having enough money to do whatever you want whenever you want is the dream.
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’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. Your Daily Digital Marketing Schedule via Advisorpedia If you are creating content consistently, then it’s crucial that you’re keeping up with everything you need to be posting. Maintaining a schedule is so important when it comes to the success of your strategy.
When it comes to working with CPAs, you’re a little too Felix and they’re a little too Oscar. But how can you make it work for the benefit of your clients?
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?
Best Low PE Mid Cap Stocks : The most common buyer psychology is to get more for less money, isn’t it? But most of them are neither ready to pay more nor ready to comprise in quality. The same applies to stocks also, and this is where stock P/E comes into the picture. Low P/E stocks indicate greater potential for growth of the company. Adding on to the above point, many industry experts suggest that investment in the mid-cap is a less risky option as they are not volatile as a small-cap stock.
The headline number for the NFIB Small Business Survey increased to 91.0 in June. The latest reading was just above the forecast of 89.9. This marks the 18th consecutive month the index has been below the series average of 98.1. The index is at the 10th percentile in this series.
Guest: Cheryl Strauss Einhorn. Cheryl is the creator of The AREA Method, an evidence-based decision making system that uniquely controls for and counters cognitive bias to expand knowledge while improving judgment. She developed AREA during her two decades as an award-winning investigative journalist, writing for publications including The New York Times, Foreign Policy Magazine, Barron’s, and Harvard Business Review.
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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