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From the Fed: Minutes of the Federal Open Market Committee, December 1718, 2024. Excerpt: With regard to the outlook for inflation, participants expected that inflation would continue to move toward 2 percent, although they noted that recent higher-than-expected readings on inflation, and the effects of potential changes in trade and immigration policy, suggested that the process could take longer than previously anticipated.
Solo 401(k) plans are a popular retirement savings vehicle for self-employed business owners. One of their key features is the ability to make contributions both as an "employee" of the business and as the "employer", i.e., the business itself. By maximizing both the employee employer contributions, solo 401(k) plan owners can often save significantly more than is possible with other types of retirement plans available to self-employed workers, like SEPs and standard IRAs.
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 3.7 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending January 3, 2025. This weeks results include an adjustment for the New Years holiday. The Market Composite Index, a measure of mortgage loan application volume, decreased 3.7 percent on a seasonally adjusted basis from one week earlier.
Podcasts Ryan Morrissey talks with Larry Swedroe author of "Enrich Your Future: Keys to Successful Investing." (youtube.com) Peter Lazaroff on the need for professional help in retirement planning. (peterlazaroff.com) Katie Gatti Tassin talks with Dana Miranda author of "You Don't Need a Budget." (podcast.moneywithkatie.com) The Purpose Code Why you should read "The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy" by Jordan Grumet.
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 Dodge Data Analytics: Dodge Momentum Index Grows 10% in December The Dodge Momentum Index (DMI), issued by Dodge Construction Network, grew 10.2% in December to 212.0 (2000=100) from the revised November reading of 192.3. Over the month, commercial planning increased 14.2% while institutional planning improved 2.5%. Commercial activity rebounded strongly in December, thanks to a re-acceleration in data center and warehouse planning activity, stated Sarah Martin, associate director of foreca
SPOTIFY EMBED St. Vincent – Digital Witness [link] Digital witnesses, what’s the point of even sleeping? If I can’t show it, if you can’t see me What’s the point of doing anything? This is no time for confessing At The Money: with Matt Hougan on Crypto Technology (January 8, 2025) Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins?
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in December A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to December 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in December.
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in December A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to December 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in December.
From ADP: ADP National Employment Report: Private employers added 122,000 jobs in December The labor market downshifted to a more modest pace of growth in the final month of 2024, with a slowdown in both hiring and pay gains. Health care stood out in the second half of the year, creating more jobs than any other sector. emphasis added This was below the consensus forecast of 143,000.
From Manheim Consulting today: Wholesale Used-Vehicle Prices Decreased in December Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in December compared to November. The Manheim Used Vehicle Value Index (MUVVI) fell to 204.8, an increase of 0.4% from a year ago. The seasonal adjustment to the index reduced the change for the month, as non-seasonally adjusted values declined at a higher rate.
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
The investigation, which spanned four years and involved 14 state regulators, revolved around how the firm supervised the transferring of brokerage account assets into advisory accounts.
Navigating the complexities of personal finance can be challenging. While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio. 1 But working with a financial advisor has many additional benefits that can go beyond returns.
Hillguard Wealth Management will join Sanctuary Global and work out of the firms Miami office. Sanctuary President Vince Fertitta said there was a demand for an alternative to the way most banks and wirehouses treat international business.
The G-Score, developed by Professor Parth Mohanram in 2005, is a fundamental analysis tool designed specifically for growth stocks, serving as a counterpart to Joseph Piotroski’s F-Score which was created for value stocks. The scoring system evaluates eight binary signals based on firm fundamentals, particularly focusing on aspects that are especially relevant for growth companies.
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.
First up today, Eric Crittenden who is the manager of personal/client holding Standpoint Multi-Asset Fund (BLNDX/REMIX) sat for a podcast with The Monetary Matters Network. There were a couple of very useful nuggets that came out of the show. These points are really just different ways of articulating what we've been talking about since long before BLNDX started trading so there is an element of confirming my own beliefs.
At 17 years old, Michelle Begina found out her parents used her college fund to buy a yacht. The decisions she made after stepping off that dock have shaped the woman she is today.
A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Our Bill Cass shares the updated key tax figures and some planning considerations for the year ahead.
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 AI boom of the past two years has largely been a two-horse race. Alphabet Inc.’s Google and Microsoft Corp.-funded OpenAI have duked it out for customers, while Amazon.com Inc. and Meta Platforms Inc. have nibbled at the margins for market share.
The Financial Services Institute also brought on four new board members, including Commonwealth Chief Regulatory Affairs Officer Robert Molinari and Broadridge Financial Solutions President Chris Perry.
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 roughly 25 specialists will help Merrill financial advisors and their clients navigate financial needs including loans, estate planning and investment management.
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The ADP employment report revealed that 122,000 nonfarm private jobs were added in December, lower than the expected 139,000 addition. Private sector hiring has now slowed for six of the past eight months and December's reading marks the smallest addition since August.
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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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