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From the NAR: Existing-Home Sales Retreated 1.9% in April Existing-home sales receded in April, according to the National Association of REALTORS®. All four major U.S. regions posted month-over-month declines. Year-over-year, sales decreased in the Northeast, Midwest and South but increased in the West. Total existing-home sales – completed transactions that include single-family homes, townhomes, condominiums and co-ops – slid 1.9% from March to a seasonally adjusted annual rate of 4.14 million
Podcasts Thomas Kopelman and Jacob Turner talk with Abby Davisson about making big life decisions. (podcasts.apple.com) Barry Ritholtz talks with Jan van Eck about sectors going in and out of style. (ritholtz.com) Steve Chen talks with Robert Brokamp about retirement planning and purpose. (newretirement.com) Retirement Don't let too risky a portfolio ruin your retirement.
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
Non-compete clauses are common features of employment agreements around the business world and are often used to dissuade companies from 'poaching' another's employees, and/or to prevent employees (at least for a certain time period) from taking the knowledge gained from working at one company to a competitor. Which can allow companies to protect the 'investments ' they have made in their employees and maintain continuity amongst their staff.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 1.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending May 17, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 1.9 percent on a seasonally adjusted basis from one week earlier.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 1.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending May 17, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 1.9 percent on a seasonally adjusted basis from one week earlier.
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI April 2024: Pace of billings decline at architecture firms slows slightly While the AIA/Deltek Architecture Billings Index (ABI) score for the month rose from 43.6 in March to 48.3 in April , it indicates that billings continued to decline at the majority of firms (a score below 50 indicates declining billings).
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.14 million SAAR in April Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024. Sales declined 1.9% year-over-year compared to March 2023. This was the thirty-second consecutive month with sales down year-over-year.
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: 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 220 thousand initial claims, down from 222 thousand last week. • Also at 8:30 AM, Chicago Fed National Activity Index for April. This is a composite index of other data. • At 10:00 AM, New Home Sales for April from the Census Bureau.
From the Fed: Minutes of the Federal Open Market Committee, April 30–May 1, 2024. Excerpt: Participants observed that while inflation had eased over the past year, in recent months there had been a lack of further progress toward the Committee's 2 percent objective. The recent monthly data had showed significant increases in components of both goods and services price inflation.
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.
Open, honest and candid discussion about Congress' attempts to foil the DOL fiduciary rule, a Cerulli report on managed accounts, Pontera adding Stifel and more.
Existing home sales fell for a second straight month in April. According to the data from the National Association of Realtors (NAR), existing home sales were down 1.9% from March, reaching a seasonally adjusted annual rate of 4.14 million units. This figure came in lower than the expected 4.21 million. Existing home sales are down 1.9% compared to one year ago.
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.
Tom Walrond, senior vice president and division director, will replace Tash Elwyn as president of Raymond James & Associates, among other senior leadership changes.
Today’s Animal Spirits is brought to you by Franklin Templeton and the CME Group: See here to learn more about the Franklin International Core Dividend Tilt Index ETF (DIVI) See here for more information and education on futures and options across all major asset classes On today’s show, we discuss: Public markets are a small part of the economy Investors are striking gold all over ‘Dumb money̵.
Simplify posted a short paper in support of some of their liquid alternative funds around the idea of replacing 60/40 with 60, 20 in fixed income with the rest divided evenly between Simplify Managed Futures (CTA), Simplify Market Neutral Equity Long/Short ETF (EQLS) and the Simplify Quantitative Investment Strategies ETF (QIS). The description for QIS reads like it is along the lines of a multi-strategy, multi-asset fund.
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.
Earlier this year, we released our 2024 Fee-for-Service Industry Trend Report , showcasing data from over 380,000 fee-for-service financial planning transactions processed through our platform in 2023. In our recent webinar, “ Fee-for-Service Financial Planning: Unveiling Trends and Insights for 2024 ,” we dove deep into the future of financial planning, sharing key findings from the report.
Bitcoin and Ether both surged this week with BTC up 14% and ETH up over 30% from one week ago. Here's the latest charts on three of the largest cryptocurrencies by market share through 5/21/24.
From Barter to Bank. Barter systems might have worked in ancient times, but imagine trying to trade a chicken for a haircut today! Banks have revolutionized the way we handle money. They provide a secure and efficient infrastructure for transactions, eliminating the need for cumbersome bartering and making our financial lives significantly easier. ICICI Bank, a leading player in the Indian financial landscape, goes beyond traditional banking to empower individuals on their financial journey.
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.
Stay updated with our monthly market updates featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. Chad provides a comprehensive overview of what is currently happening in the market, and this month he dives deeper into the S&P intra-year decline vs. calendar year returns. Tap into Chad’s wealth of experience and analytical acumen, as he provides valuable perspectives to help you navigate the markets with confidence.
Arlington, VA – The National Association of Insurance and Financial Advisors (NAIFA) is excited to announce the launch of the “Caring Conversation” Stencil, a new tool developed by Carroll Golden , Executive Director of NAIFA's Centers of Excellence. This revolutionary stencil is integrated into the Asset-Map software platform , enhancing the toolkit available to financial advisors.
More than one in 10 Americans with federal student loans have been approved for some measure of debt relief under President Joe Biden, the White House said, as it announced a new round of forgiveness.
Markets Signs of strength across the globe. (arstechnica.com) High yield bond spreads are at sub-3%. (wsj.com) The VIX is at its lowest level since pre-pandemic. (x.com) Strategy Under what conditions do stock market crashes more likely to happen? (spilledcoffee.co) Are permabears and permabulls two sides of the same coin? (priceactionlab.com) Companies Nvidia ($NVDA) jumped to the top of the 2024 Axios Harris Poll 100 reputation rankings.
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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