This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 2.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending September 1, 2023. The Market Composite Index, a measure of mortgage loan application volume, decreased 2.9 percent on a seasonally adjusted basis from one week earlier.
In 2016, I wrote about the novelist and screenwriter William Goldman, and his delightful book, “ Adventures in the Screen Trade.” He is the Academy award-winning scriptwriter who penned such classics as “Butch Cassidy and the Sundance Kid” (1969), “All the President’s Men” (1976), “Marathon Man” (1974), and the cult-favorite “The Princess Bride (1973).
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
Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Kansas City based on information collected on or before August 28, 2023." Contacts from most Districts indicated economic growth was modest during July and August. Consumer spending on tourism was stronger than expected, surging during what most contacts considered the last stage of pent-up demand for leisure travel from the pandemic era.
Rates Higher starting rates make bonds more attractive. (morningstar.com) How investors should think about their bond allocations. (awealthofcommonsense.com) Bonds aren't boring any more. (quietwealth.com) Equities Small value stocks are even cheaper than normal. (blog.validea.com) China's stock market is cheap, but is it investable? (wsj.com) Money management Wealth management is a growth business.
Rates Higher starting rates make bonds more attractive. (morningstar.com) How investors should think about their bond allocations. (awealthofcommonsense.com) Bonds aren't boring any more. (quietwealth.com) Equities Small value stocks are even cheaper than normal. (blog.validea.com) China's stock market is cheap, but is it investable? (wsj.com) Money management Wealth management is a growth business.
Podcasts Khe Hy talks building long term wealth with Adam Katz. (podcasts.apple.com) Eric Newcomer talks with Rey Flemings, the CEO of the YC-backed startup Myria which serves the ultra-wealthy. (newcomer.co) Morgan Housel talks about the lifecycle of greed and fear. (open.spotify.com) Justin Peters talks with Jesse Cramer about the importance of getting a raise, especially early in your career.
Too many firms were failing to consider and offer lower-cost or lower-risk alternatives to the non-traded products, or other complex offerings like private placements, according to a new report from state regulators.
Financial advisory clients are routinely concerned about lurking threats to their hard-earned wealth in the form of a large unforeseen judgment on a liability claim. While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. However, while some protection options come with a high cost (that might not be practical for non-HNW clients), asset protection can come in many forms, so
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.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM: The initial weekly unemployment claims report will be released.
Today, in the Calculated Risk Real Estate Newsletter: Black Knight Mortgage Monitor: Purchase Rate Locks "are now running 39% below pre-pandemic levels" A brief excerpt: Black Knight on purchase rate locks: • Rate locks have slumped in response to the highest mortgage rates in more than 20 years, as the 30-year conforming topped 7.27% and 30-year jumbo offerings climbed above 7.4% on August 21 • Purchase locks are now running 39% below pre-pandemic levels – among the steepest deficits we’ve seen
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 Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $65.0 billion in July , up $1.3 billion from $63.7 billion in June, revised. July exports were $251.7 billion, $3.9 billion more than June exports. July imports were $316.7 billion, $5.2 billion more than June imports. emphasis added Click on graph for larger image.
(Posted with permission). The ISM® Services index was at 54.5%, up from 52.7% last month. The employment index increased to 54.7%, from 50.7%. Note: Above 50 indicates expansion, below 50 in contraction. From the Institute for Supply Management: Services PMI® at 54.5% August 2023 Services ISM® Report On Business® Economic activity in the services sector expanded in August for the eighth consecutive month as the Services PMI® registered 54.5 percent, say the nation's purchasing and supply executi
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.
My mid-week morning train WFH reads: • How BYD snatched Tesla’s crown : BYD dominates the Chinese EV market. Now it’s coming for the world. ( Rest of World ) • The incredible American consumer : The biggest driver of the surprisingly resilient US economy has been the ability and willingness of Americans to shrug off the bad vibes and buy “everything that isn’t nailed down”, as Chris Rupkey puts it.
Episode #498: Liz Ann Sonders on The State of the Markets Guest: Liz Ann Sonders is the Chief Investment Strategist of Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. Recorded: 8/16/2023 | Run-Time: 57:07 Summary: In today’s episode, Liz Ann starts […] The post Episode #498: Liz Ann Sonders on The State of the Markets appeared first on Meb Faber Research - Stock
One of the gripes investors had with the stock market during the ZIRP era was that every stock moved together. Fundamental analysis wasn’t rewarded because buying sent everything higher, and selling sent everything lower. This isn’t exactly true, but it’s not exactly wrong either. During the early part of the last decade, as we were coming out of the Great Financial Crisis, the money printing machine was.
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.
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $14,122 for an annualized real return of 6.92%.
Every year at XYPN LIVE we have a one-of-a-kind Exhibit Day. But what makes it so special? Peeling back the curtain on what advisors are adopting, outsourcing, and leveraging is one of our goals of the one-day Exhibit Day format. Because finding (and integrating) the right solutions for your firm is a pain point whether you have a firm of 1 or 100. We're not interested in wasting your time—that's why we've done the research for you and only invited the tech and solutions that are backing our mis
Today’s Animal Spirits is brought to you by the Compound Network and Quartr: See here for Josh’s post on ten million downloads! See here for more information on the latest earnings updates from Quartr! And lastly, Amazon Prime Members: see here for a year of free Grubhub+: You’ll get free delivery fees on orders over $12 Exclusive deals and promotions 5% back on pickup orders On today’s show, w.
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?
You can’t control mortgage rates, but there is plenty you can control about your home purchase! Are you like me feeling like you missed the boat on buying a home when mortgage rates were lower? Well, here is a little history lesson on mortgage rates that hopefully makes you feel better! In August, mortgage rates hit a 20 year high, but rates are not at their highest.
As multi-asset income investors, we seek to help a wide range of clients meet their income needs. The benefits of an income-centric approach are especially relevant for investors as they enter retirement – and that’s especially true today. We bring that to life with two case studies.
China is back in the spotlight again after COVID-19 spread, which presumably began in the Chinese city of Wuhan, where the outbreak is widely believed to have started! ? First – Xi Jinping will ‘Not’ be attending the G20 summit this time in Delhi, with no reason given. ?️ Second – China has officially released its 2023 “standard map” edition, which shows Arunachal Pradesh and Aksai Chin as part of China. ?
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the August 31, 2023 close.
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.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
340 
Let's personalize your content