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Inventory is now above the levels for the same week in 2020 (milestone 3 below). Active inventory increased for the 4th consecutive week, increasing slightly last week, and hitting a new peak for the year. Here are the same week inventory changes for the last four years ( usually inventory is declining at this time of year ): 2022: +0.1K 2021: -2.2K 2020: -7.7K 2019: -8.4K Inventory bottomed seasonally at the beginning of March 2022 and is now up 133% since then.
Imagine the impact of markets losing a ~quarter of their value in one trading session. That was what happened 35 years ago today: October 13 th , Black Monday a/k/a the 1987 crash. If you are a relatively young investor, you may be unfamiliar with what happened that day or why. The 87 crash impacted many market-related elements. We can trace lots of today’s market structure to that event, and the changes it wrought subsequently.
My back-to-work morning train WFH reads: • Fed’s Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn : Rapid rate increases provide less time for central bankers to study their economic effects ( Wall Street Journal ). • Eight ways Elon Musk could still get out of buying Twitter : TL; DR they’re all quite stupid ( Financial Times ) see also Twitter investors should be very careful about trusting Elon Musk : And it wasn’t going well for him.
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
Today, in the Calculated Risk Real Estate Newsletter: Current State of the Housing Market A brief excerpt: Over the last month … 1. New listings have declined further year-over-year. 2. Mortgage rates have increased further pushing monthly payments up sharply. 3. House prices have started to decline month-over-month (MoM) as measured by the repeat sales indexes.
Municipalities are starting to block new warehouse construction as industrial projects spread throughout the country, reports The New York Times. Robert Toll, the co-founder of housing builder Toll Brothers, has passed away. These are among today’s must reads from around the commercial real estate industry.
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Municipalities are starting to block new warehouse construction as industrial projects spread throughout the country, reports The New York Times. Robert Toll, the co-founder of housing builder Toll Brothers, has passed away. These are among today’s must reads from around the commercial real estate industry.
From Dodge Data Analytics: Dodge Momentum Index Rises In September The Dodge Momentum Index (DMI), issued by Dodge Construction Network, improved 5.7% (2000=100) in September to 183.2 from the revised August reading of 173.4. The DMI is a monthly measure of the initial report for nonresidential building projects in planning, shown to lead construction spending for nonresidential buildings by a full year.
The increased effects of climate change do not seem to be slowing the pace of development in low-lying areas, reports Bisnow. Propmodo explores how some developers are trying to reduce the amount of waste generated at construction sites. These are among today’s must reads from around the commercial real estate industry.
These indicators are mostly for travel and entertainment. It is interesting to watch these sectors recover as the pandemic subsides. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of October 8th. Click on graph for larger image. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red).
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.
In this article, we examine the academic research about what millionaires invest in. Pulling the curtain back: what do millionaires invest in? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Markets Most market participants don't remember Black Monday, circa 1987. (ritholtz.com) How long will good news be bad news for stocks? (awealthofcommonsense.com) Fund management Why it matters which value ETF you choose. (etftrends.com) Why open-end mutual funds are still the default option for 401(k) plans. (morningstar.com) Nobel Prize Why Ben Bernanke's Nobel Prize is well deserved.
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.
Crypto More companies, like ARK, are jumping into the cryptocurrency SMA space. (blockworks.co) Add Valkyrie to the list of crypto SMA providers. (blockworks.co) Podcasts Michael Kitces talks with Ramit Sethi about how he helps people shape their “rich life” and focus on spending money on the things they love. (kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager.
Employers focused on whether employees can perform essential job functions remotely may not yet have examined other, critical components of a remote workforce.
Communicating ongoing value to clients and prospects can be a challenge for financial advisors. Although there are many ways to articulate how an advisor can create value for a client, there is no guarantee that any one particular method will resonate with every potential client. An expression of value that works for one prospect might fall completely flat with another – and for advisors, it might feel like guesswork to find out what message will be the most effective for a particular clie
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.
Good news is hard to find in the financial markets this year. But there is one silver lining: cash is worth something again. So if you’re still keeping savings in a bank account yielding.01% annually, you’re missing out. Here are four things to do with cash savings when rates rise. High-yield savings accounts and money markets. Typically, brick-and-mortar banks offer little interest on cash deposits.
Today’s Talk Your Book is presented by CION Investments: On today’s show, we spoke with Michael Reisner, Co-CEO of CION Investments to discuss investing in private credit in today’s market environment. On today’s show we discuss: CION investment strategy The fund structure that allows CION to be publically traded Why CIONs yield is so high, and what the discount to NAV means Who invests in CION What.
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.
At Financial Symmetry we are in constant pursuit of our mission to enhance today and enrich tomorrow for our clients and communities through empowerment, education, and guidance toward financial prosperity. We partnered with 3rd Decade®, a 501(c)3 nonprofit, a little … Continued. The post An Update on Financial Symmetry’s Partnership With 3rd Decade appeared first on Financial Symmetry, Inc.
7.5 MIN READ. When it comes to being a financial advisor and running your practice, you must wear multiple hats – finance, business development, portfolio management, client relations, marketing, accounting – the list goes on and on. Marketing is just one piece of the puzzle, but it’s an important one. And for many advisors, it doesn’t come naturally, which makes it hard to get to know and love.
Apple Inc. is among the corporate giants leasing space inside the largest brick building in Europe, which generated power for 48 years after its opening in 1935. The iPhone maker will become the power station’s largest tenant, with 1,400 employees relocating to its new European headquarters.
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?
No it isn't. But the success of managed futures is drawing more and more attention and assets. A stalwart ETF in the space has been the iMGP DBi Managed Futures Strategy ETF (DBMF). It's new relative to the last couple of years, the performance has been lights out this year and assets are knocking on the door of $1 billion. It's a little more involved than straight managed futures, you can read more here if you want.
Investors and financial professionals have a lot on their minds right now. From persistent inflation, to climbing interest rates, to worries about a potential recession and market downturn. Both individual investors and financial professionals are now less optimistic about the next 12 months than they were a year ago, according to the results of our eighth annual Advisor Authority survey, powered by the Nationwide Retirement Institute ®.
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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