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From STR: U.S. hotel results for week ending 18 May The U.S. hotel industry reported higher performance from the previous week and positive comparisons year over year, according to CoStar’s latest data through 18 May. 12-18 May 2024 (percentage change from comparable week in 2023): • Occupancy: 67.4% (+0.2%) • Average daily rate (ADR): US$163.11 (+2.6%) • Revenue per available room (RevPAR): US$109.93 (+2.8%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy r
From WardsAuto: May U.S. Light-Vehicle Sales Tracking to Annualized Rate Flat with April (pay content). Brief excerpt: There is a good possibility sales end May above expectations, depending on much holiday marketing pulls in additional buyers. Second-quarter sales are pegged at a 15.9 million-unit SAAR, with volume rising 1% from the year-ago period. emphasis added Click on graph for larger image.
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
From BofA: 2Q GDP tracking is down a tenth to 1.8% q/q saar. Also, we expect the second print of 1Q GDP to be revised down to 1.2% from 1.6%. [May 24th estimate] emphasis added From Goldman: We boosted our Q2 GDP tracking estimate by 0.1pp to +3.2% (qoq ar) and our domestic final sales estimate by the same amount to +2.5%. [May 24th estimate] And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the second quarter of 2024 is 3.5 perce
Today, in the Calculated Risk Real Estate Newsletter: Watch Months-of-Supply! A brief excerpt: Although inventory is well below normal levels, so are sales. I think we need to keep an eye on months-of-supply. Historically nominal prices declined when months-of-supply approached 6 months - and that is unlikely this year - but we could see months-of-supply back to 2019 levels later this year.
Today, in the Calculated Risk Real Estate Newsletter: Watch Months-of-Supply! A brief excerpt: Although inventory is well below normal levels, so are sales. I think we need to keep an eye on months-of-supply. Historically nominal prices declined when months-of-supply approached 6 months - and that is unlikely this year - but we could see months-of-supply back to 2019 levels later this year.
Moody’s changed its outlook on Focus to negative, citing the firm’s “hub” strategy. Meanwhile, the agencies assigned junk ratings to Edelman’s proposed $575 million term loan.
Here are some facts and figures about the S&P 500: According to Global Financial Data, the S&P only contained 90 stocks when it was created in 1928. It became the S&P 500 in 1957. At the time, the index was comprised of 425 industrial stocks, 60 utilities and 15 railroads. Financials and transportation stocks weren’t added until 1976.
Moody’s changed its outlook on Focus to negative, citing the firm’s “hub” strategy. Meanwhile, the agencies assigned junk ratings to Edelman’s proposed $575 million term loan.
There is strong empirical evidence demonstrating that momentum (both cross-sectional and time-series) provides information on the cross-section of returns of many risk assets and has generated alpha relative to existing asset pricing models. Momentum Everywhere, Even Cross-Country Factor Momentum was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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
Consumer sentiment fell over 10% in May to a 6-month low according to the final report for the Michigan Consumer Sentiment Index. The index fell 8.1 points (-10.5%) to 69.1 from the April final. The latest reading was above the forecast of 67.4.
The GAO report was three years in the making. At $4 trillion and growing, target date funds are very important. The GAO report has the potential to improve the industry.
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.
Barron's had an interesting article about a BofA study showing that over a period of many decades an asset allocation of 60% equities/40% commodities outperformed an allocation of 60% equities/40% fixed income by 0.80% per year. You might expect a tradeoff of having to take on more volatility for that extra return but the article didn't really dig in beyond noting bonds tending to be less volatile.
One of the best parts of being a young college graduate, and naïve to the grim realities of the working world, is being deluded about how great your career will be. Maybe you’ll found the next Nvidia, or win the Nobel Prize in your field, or start a charity that will make the world a better place.
May is Disability Insurance Awareness Month. To mark the occasion, Advisor Today is please to bring you this article by the DI Geek, himself, Corey Anderson. Opinions expressed are those of the author.
Nvidia Corp., the chipmaker at the center of an artificial intelligence boom, jumped in premarket trading after a bullish sales forecast showed that AI computing spending remains strong.
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.
On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive? 2024-25 Bell Webinar Markets, Inflation, and the Fed Speakers: Laurent Harrison, CFP®: Senior Investment Advisor, Financial Planner Ryan Kelley, CFA®: Portfolio Ma
New orders for manufactured durable goods rose more than expected in April, coming in at $284.07B. This is a 0.7% increase from the previous month and more than the expected -0.9% decline. The series is down 0.9% year-over-year (YoY). If we exclude transportation, "core" durable goods were up 0.4% from the previous month and up 1.7% from one year ago.
Financial advisor fees can be reduced – here are some ways. Don’t get suckered out of your hard-earned money! But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Don’t be fooled! Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues.
The S&P 500 see-sawed this week, ending with only minor gains (+0.03%) from a week ago. The index is currently up 11.85% year to date and has recorded a new all-time high 24 times this year.
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.
Timing a sales pitch is a work of art. Question from a follower: “I never know when to actually tell the prospect what I do, during the sales meeting. What’s the best time?” Don’t just mutter it in a ho-hum way. Steer the conversation into an emotional high and then WHAM drop the pitch. Take this action TODAY: (listening part) The beginning of the meeting should be where you let the prospect talk, asking guiding questions that probe deeper into what they need, their psycholog
JPMorgan Chase & Co. is on the hunt to buy a private credit firm to augment its $3.6 trillion asset management arm, as the biggest US bank makes more inroads into Wall Street’s buzziest sector.
Question from a subscriber: “ How do I create a marketing calendar for each segment of your client base (ie, boomer and gen x business owners, near retirees, recent retirees)? “ The most effective content you could create for someone comes from what is most relevant to them. Relevance comes from analyzing real world interactions that you have with your clients, and what you taught them.
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of May 10th, the index was at 22.165, up 1.698 from the previous week, with 5 of the 6 components in expansion territory.
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.
Question from a subscriber: “How do I convert a casual friend to a prospect without burning the relationship?” The easiest thing – ask them if they want to receive your email newsletter. Make sure there is a logical reason why, other than so you can show them you are a financial advisor. The email newsletter had better be a wow, wow, super wow.
As Federal Reserve officials stare down the last mile in their campaign against inflation, one key question is becoming increasingly central to the debate: Will goods prices continue to fall?
Economy Derek Thompson talks with David Leonhardt author of "Ours Was the Shining Future." (theringer.com) Ezra Klein talks with James Pethokoukis author of "The Conservative Futurist: How to Create the Sci-Fi World We Were Promised." (podcasts.apple.com) Russ Roberts talks with Nick Bostrom author of "Deep Utopia: Life and Meaning in a Solved World.
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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