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Active inventory increased for the 2nd consecutive week, increasing 0.9% last week, and hitting a new peak for the year. Here are the same week inventory changes for the last four years: 2022: +4.9K 2021: -3.7K 2020: -5.2K 2019: -0.3K Inventory bottomed seasonally at the beginning of March 2022 and is now up 131% since then. More than double! Altos reports inventory is up 28.7% year-over-year.
All of the value creation for investors comes from the actions they take in falling markets, not rising ones. If you’re not yet in retirement and not finished putting money into your retirement accounts, every 5% the market falls is an increased opportunity for you to buy things that will be worth much more in the future when you eventually sell them.
These indicators are mostly for travel and entertainment. It is interesting to watch these sectors recover as the pandemic subsides. Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of September 25th.
Dorsey has a long history in the RIA custodian market, most recently as chief strategist at Altruist. He will lead the LPL team responsible for its bank, credit union and enterprise clients.
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 back-to-work morning train WFH reads: • What is the Fed Doing? Don’t fight the Fed used to be a positive slogan. That’s not the case anymore. If anything, it feels like the Fed wants to fight us, all of us, including the stock market and the economy. The Fed is actively trying to crash the stock market, break the housing market and push the economy into a recession.
Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. (morningstar.com) Michael Kitces and Carl Richards talk about repurposing lessons from clients for content. (kitces.com) Daniel Crosby talks with Tom Morgan about personal myth making. (standarddeviationspod.com) Future Proof Lisa Shidler, "Future Proof 2022's festival-style event was a hit and will return next year to the same Huntington Beach coastal location.
Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. (morningstar.com) Michael Kitces and Carl Richards talk about repurposing lessons from clients for content. (kitces.com) Daniel Crosby talks with Tom Morgan about personal myth making. (standarddeviationspod.com) Future Proof Lisa Shidler, "Future Proof 2022's festival-style event was a hit and will return next year to the same Huntington Beach coastal location.
In a now-famous 1970 paper, economist George Akerlof used the market for used cars to demonstrate the negative effects that can occur when there are significant information asymmetries between buyers and sellers of a good or service. He highlighted the market for used cars at the time, where, because consumers could not be sure of the quality of a used car they were offered, they were only willing to pay the price of a car in average condition, driving out sellers of high-quality used cars (R
Land use restrictions are making it difficult to find places to build new housing in the U.S., reports The Wall Street Journal. Roughly half of Washington, D.C. and New York office employees worked remotely in 2021, according to Census Bureau data. These are among today’s must reads from around the commercial real estate industry.
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales and Cancellations: Net vs Gross Sales A brief excerpt: Tomorrow (Tuesday), the Census Bureau will report new home sales for August. The consensus is for 500 thousand on a Seasonally Adjusted Annual rates (SAAR) basis, down from 511 thousand in July. When looking at new home sales, we are interested in net sales for each month, however the Census Bureau reports gross new sales.
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’s Talk Your Book is presented by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and CIO of SpiderRock Advisors about the benefits and intricacies of managed option strategies. On today’s show we discuss: Who SpiderRock Advisors works with The creation of SpiderRock, and its relationship with BlackRock The investment process with SpiderRock Options strategy and tax con.
Weekend: • Schedule for Week of September 25, 2022 Monday: • At 8:30 AM ET, Chicago Fed National Activity Index for August. This is a composite index of other data. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for September. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 6 and DOW futures are down 42 (fair value).
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.
The chief destroyer of rent-stabilized units since 2000 has been something called high-rent decontrol, which shifted an average of 7,244 units a year from regulated to unregulated.
In this article, we examine what the research says about gender pay gap transparency. We look at the research questions and academic insights with an eye toward why it matters. Gender Pay Gap Transparency was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
By David Nelson, CFA. Investors understand markets are discounting mechanism that look to perceived future cash flows to price an asset today. It doesn’t matter what the asset is, stocks, bonds, real estate or even art. All are subject to the financial laws of nature. Art doesn’t generate income at least not until it is sold for a profit but that in itself is another form of cash flow.
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.
9 MIN READ. No matter if you are looking to expand your team or need to replace a position due to turnover, hiring in today’s labor market can easily make one feel a little uneasy. New expectations regarding the workplace and its benefits make finding and retaining talent a full-time job in and of itself. While there is no bulletproof solution to the new area of recruitment, there are key tips and best practices that can help you make a new hire.
Nathan James always knew he wanted to make a career helping people, so when a friend introduced him to NAIFA-AK Past President Nathan McKay , he knew he had found the right place. Two years later, he is creating customized strategies to help individuals and families reach their retirement goals as a New York Life Insurance Co. agent.
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 the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be icy sidewalks and driveways. If you live in warmer states, maybe you’ve closed your windows and patios and put your fans and AC units away.
Financial planning and investment management are not products that can be bought at the supermarket. They don’t help alleviate hunger. They don’t quench thirst. The real benefits are challenging to explain. Yet financial advisors often fail to sell the value of financial planning and the benefits of working with them, […]. The post Mistake 7: Failing to Sell the Value of Financial Planning appeared first on The Prosperous Advisor Coaching Blog.
I had the privilege of working with Mike Jacka as a member of an IIA International Committee for many years. He’s not only smart, but funny – a great speaker if you can get him. He continues to write for the IIA’s magazine and blog. His latest is Mind of Jacka: Not Quite a Manifesto. Mike […].
Today’s Talk Your Book is presented by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and CIO of SpiderRock Advisors about the benefits and intricacies of managed option strategies. On today’s show we discuss: Who SpiderRock Advisors works with The creation of SpiderRock, and its relationship with BlackRock The investment process with SpiderRock Options strategy and tax con.
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?
Presented by Cornerstone Financial Advisory LLC. Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower. The Dow Jones Industrial Average dropped 4.00%, while the Standard & Poor’s 500 lost 4.65%. The Nasdaq Composite index fell 5.07% for the week.
A financial advisor’s value proposition is a statement describing how the advisor can help their clients achieve their financial goals. It should be clear, concise, and convincing while explaining what makes the advisor’s services unique and valuable to their ideal clients. Financial advisors who have strong value propositions are more likely to attract clients since there is.
Tobias Financial Advisors is proud to announce that our COO Edgar Collado will be presenting at Bob Veres’ Insider’s Forum on September 29 th. The Insider’s Forum conference is intended for financial advisory business professionals and is designed to provide essential information for running and growing prosperous businesses. It is also a valuable opportunity to network and exchange insights with other industry thought leaders.
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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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