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The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 42, up from 35 last month. Any number below 50 indicates that more builders view sales conditions as poor than good. From the NAHB: Cautious Optimism for Builders in February Two consecutive solid monthly gains for builder confidence, spurred in part by easing mortgage rates, signal that the housing market may be turning a corner even as builders continue to contend with high construction costs and bu
On a monthly basis, retail sales were up 3.0% from December to January (seasonally adjusted), and sales were up 6.4 percent from January 2022. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for January 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $697.0 billion, up 3.0 percent from the previous month , and up 6.4 percent above January 2022. emphasis added Click on graph for larger image.
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 MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 7.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending February 10, 2023. The Refinance Index decreased 13 percent from the previous week and was 76 percent lower than the same week one year ago.
From the Fed: Industrial Production and Capacity Utilization Industrial production was unchanged in January after falling 0.6 percent and 1.0 percent in November and December, respectively. In January, manufacturing output moved up 1.0 percent and mining output rose 2.0 percent following two months with substantial decreases for each sector. The output of utilities fell 9.9 percent in January, as a swing from unseasonably cool weather in December to unseasonably warm weather in January depressed
Work Jack Raines, "Money can buy you freedom, but the never-ending pursuit of money is a prison of its own." (youngmoney.co) Is $200,000 a good annual income. It depends. (ofdollarsanddata.com) How to prepare for a layoff before it actually happens. (nytimes.com) Family Mixing love and money is always challenging. (joylere.substack.com) How 'micro-conversations' can help a couple manage their money relationship.
TruClarity is shutting down, with its management solutions business going to Dynasty and its RIA unit going to OneSeven, a Merchant-backed RIA that went independent with TruClarity.
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.
Today, in the Calculated Risk Real Estate Newsletter: Update: Some "Good News" for Homebuilders A brief excerpt: Last October I wrote: Some "Good News" for Homebuilders I noted: Even though we can expect significant further declines in new home sales and single-family housing starts, the good news for the homebuilders is activity usually picks up quickly following an interest rate induced slowdown (as opposed to following the housing bust when the recovery took many years).
In 2012, a confluence of events in Tyrone Ross Jr.’s life, including a failed Olympic attempt, brought him to a dark place. But his experiences have built perseverance and grit that drives him forward.
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 200 thousand initial claims, up from 196 thousand last week. • Also at 8:30 AM, Housing Starts for January. The consensus is for 1.361 million SAAR, down from 1.382 million SAAR. • Also at 8:30 AM, The Producer Price Index for December from the BLS.
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.
Strategy Just ignore all those forecasts out there. (marknewfield.substack.com) Life lessons from Warren Buffett and Berkshire Hathaway ($BRK.A). (neckar.substack.com) How to measure market sentiment. (blog.validea.com) Venture capital The VC market is undergoing a regular part of the cycle. (tomtunguz.com) How much of the tech boom was driven by ZIRP?
In failing to hold all those who provide financial advice to a comprehensive fiduciary standard, the SEC enacted Reg BI to enforce a “best interest” standard. Do your clients understand what that means and its implications?
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.
The viability of the current early-year stock market rally may hinge on whether equities can withstand a potential increase in interest rates. The year began with a reversal in investors’ mood, from widespread pessimism about a pending recession at the end of 2022 to optimism for a soft landing for the economy, predicated on better-than-expected economic data.
SUPP invests in companies that will help make supply chains more resilient through the “relocalization of manufacturing, automation and innovation” after Covid-19 snarled the logistics of the global economy,
Moderna Inc. MRNA said Wednesday it will keep its COVID-19 vaccines available and free for all people in the U.S. after the public-health emergency ends. The news came as Sen. Bernie Sanders of Vermont, chair of the Senate’s health, education, labor and pensions committee, called on Moderna to testify before Congress on a proposed price increase for the vaccine, which Moderna Chief Executive Stephane Bancel agreed to do.
Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Navigating through the various government benefits for special needs clients and putting in place a financial plan for such a client can be an overwhelming challenge for any financial advisor.
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.
The European Union plans to investigate Amazon.com Inc.’s AMZN $1.7 billion acquisition of iRobot Corp. IRBT, maker of the autonomous vacuum cleaner Roomba, the Financial Times reported Wednesday. European regulators have contacted the e-commerce giant, with questions about Roomba’s ability to take pictures as it moves about a home, according to the report.
Table of Contents Types of Investment Companies How to Choose an Investment Company 10 Best Investment Companies 1. Schwab 2. Fidelity 3. Vanguard 4. Personal Capital 5. Ally Invest 6. E*TRADE 7. Betterment 8. M1 Finance 9. Robinhood 10. Fundrise Investment Company FAQs Final Thoughts Types of Investment Companies The following types of investment companies are represented in our guide: Investment brokerage firms – offer a wide variety of investments and are generally oriented toward self-direct
U.S. stock indexes opened lower on Wednesday after January retail sales number came in higher than expected, a sign that the U.S. economic growth picked up at the start of the year despite increased rate hikes by the Federal Reserve to tame inflation. The Dow Jones Industrial Average dropped 190 points, or 0.6%, to 33,885. The S&P 500 was off 0.6% and the Nasdaq Composite shed 0.5%.
The Census Bureau's Advance Retail Sales Report for January was released this morning. Headline sales came in at 2.96% month-over-month and was above the Investing.com forecast of 1.8%. Core sales (ex Autos) came in at 2.31% MoM.
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?
House Judiciary Committee Chairman Jim Jordan on Wednesday subpoenaed the chief executives of Alphabet GOOG, Amazon AMZN, Apple AAPL, Meta META and Microsoft MSFT for documents over what he called the federal government’s “reported collusion with Big Tech to suppress free speech.” Jordan asked for documents and other communications by March 23. Republicans have long claimed that tech companies limit conservative views — a charge the companies deny.
Shares of Trade Desk Inc. TTD were up 6% in premarket trading Wednesday after the advertising-technology company topped profit expectations for the latest quarter, while issuing an upbeat outlook. The company reported fourth-quarter net income of $71 million, or 14 cents a share, compared with $8 million, or 2 cents a share, in the year-earlier period.
This morning's report on industrial production for January shows a 0.03% increase month-over-month, which was worse than the Investing.com consensus of 0.5%. The year-over-year change is at 0.79%, down from last month's YoY increase of 1.15%.
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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