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Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 6.5% year-over-year in March; FHFA: House Prices Increased 0.1% in March, up 6.6% YoY Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for March ("March" is a 3-month average of January, February and March closing prices). March closing prices include some contracts signed in November, so there is a significant lag to this data.
The American Council of Life Insurers, the Insured Retirement Institute and Finseca are among the plaintiffs in the newest suit against the Labor Department’s rule. This is the second suit filed against the rule in Texas this month.
Research Average performance can obscure some bad outcomes. (portfoliocharts.com) No matter where you look, momentum shows up. (alphaarchitect.com) Why don't more investors use equal-weighted indices? (mrzepczynski.blogspot.com) How LLMs can be used to do security analysis. (papers.ssrn.com) Hedge funds outperform when markets are expensive. (mrzepczynski.blogspot.com) How fund flows can cause an unsustainable feedback loop.
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
Strategy Wealthy Americans invest a lot in alternatives, but that doesn't mean you need to. (ofdollarsanddata.com) The case against concentrated funds. (behaviouralinvestment.com) Finance T+1 is here. (finance.yahoo.com) London wants to regain its spot atop the finance game. (nytimes.com) How the PE slowdown affects investors downstream. (ft.com) Companies Apple and Amazon have both missed an opportunity in AI.
Impact investment funds perform as well as regular private market funds in delivering returns, according to Preqin research. JPMorgan predicts Ethereum ETFs will start trading within the next six months. These are among the investment must reads we found this week for wealth advisors.
S&P/Case-Shiller released the monthly Home Price Indices for March ("March" is a 3-month average of January, February and March closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Hits New All-Time High in March 2024 The S&P CoreLogic Case-Shiller U.S.
S&P/Case-Shiller released the monthly Home Price Indices for March ("March" is a 3-month average of January, February and March closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Hits New All-Time High in March 2024 The S&P CoreLogic Case-Shiller U.S.
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 10:00 AM, Richmond Fed Survey of Manufacturing Activity for May. • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts.
Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust.
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
Welcome everyone! Welcome to the 387th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. What's unique about Jenny, though, is how she and her previous business partner were so successful in the early years of growing their advisory firm, that the
The most interesting debate going on these days is about consumer sentiment. The US economy has outperformed expectations by most metrics. The stock market is booming, real GDP is at potential trend, wages are growing solidly, consumers are spending, etc. And yet consumer sentiment surveys remain very negative. What gives? I think I know what’s going on here. 1 When we look at living standards it’s important to look at how people view “necessities” For example, in 1900 ma
Welcome everyone! Welcome to the 387th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. What's unique about Jenny, though, is how she and her previous business partner were so successful in the early years of growing their advisory firm, that the
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.
After an underwhelming start to the year for US electric-vehicle sales, it might seem easy to conclude that the boom times are over. Sales were flat in the first quarter, Ford dramatically scaled back expansion plans and Tesla laid off 10% of its global workforce.
By D. Scott Brennan The difficult part of retirement for a lot of successful people isn’t about the money; it’s about the perceived loss of importance. It’s a blow to their ego. A lot of intelligent people never see this on the horizon. If you gently point this out to clients and talk about it, you’ll separate yourself from the herd of other financial advisors.
Home prices continued to trend upwards in March as the benchmark 20-city index rose for a thirteenth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.3% increase month-over-month (MoM) and a 7.4% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.1% and the YoY was reduced to 1.4%.
Yahoo Finance had an article about the comments on an article about retirement which itself drew a ton of comments. Read the comments. Always read the comments. They provide insight into what people are thinking, maybe seeing some good ideas and seeing what people don't understand. As always, there were a lot of success stories as some sort of combination of selection bias and confirmation bias.
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 best-case scenario, subscription services are the heir apparent for the delivery of wealth management services because they bestow the greatest amount of flexibility on the advisor to help their clients achieve comprehensive and lasting financial security.
Bearish Abandoned Baby Candlestick Pattern : Technical analysts utilize multiple methods to predict the future movement of the price of a stock. Technical analysis is derived from the historical price reaction and uses that to predict future price reactions. One method in technical analysis is candlestick patterns and in this article, we will discuss one of the rarely forming candlestick patterns called the Bearish Abandoned Baby candlestick Pattern.
The Federal Housing Finance Agency (FHFA) house price index (HPI) inched up to 423.4 in March, a new all-time high. U.S. house prices increased by 0.1% from the previous month and are up 6.7% from one year ago. After adjusting for inflation, the real index was down 0.3% month-over-month and up 4.3% year-over-year.
Everybody talks about getting referrals from clients, but nobody really talks about what to do when they go south. What if the client doesn’t actually make the referral? What if the referral doesn’t call you back? I’ve got Bill Cates here and he’s going to discuss all of this and more as covered in his book, “ The Language of Referrals.” For those of you who are new to my blog, my name is Sara.
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.
We’ve been trained to think that unless we’re constantly “moving a sale forward,” we may lose it. So we keep calling prospects back and leaving messages along the lines of, “Hi, haven’t heard back from you, so I’m just calling to follow up.
The research literature on diversity in asset management, while promising, is limited with respect to the breadth of the evidence produced to date. We don't really understand the broad-based benefits of diversity nor how diversity delivers value in asset management. How does it really work? Is it the university, the college major, gender, race, the work experience?
Weekly Market Insights: AI Rules Big Week For Tech Stocks Presented by Cornerstone Financial Advisory, LLC Last week’s stock performance was mixed, following investors’ reaction to the Fed’s May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news. Market Splits Stocks began trading in a narrow band last week.
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.
When new inventions turn into market frenzies, the contrarian part of me wants to be skeptical. But the optimistic part of me wants it to be true, especially when the idea promises to change life for the better. Reality is usually somewhere in between.
The Conference Board's Consumer Confidence Index® improved for the first time in four months in May. The index rose to 102.0 this month from April's upwardly revised 97.5. This month's reading was better than expected, exceeding the 96.0 forecast.
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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