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The Consumer Price Index was up 3% year over year in June, as reported by BLS yesterday. The FRED chart above shows the near round trip from the prior decade’s range of 0-2% up to the 9% peak, and now back down to 3%. Over the past year, I have been writing a lot about inflation — what people get wrong about it, why the FOMC is always late to the party, and what the various causes of inflation — real, modeled, and imagined — actually are.
We expect to see more M&A activity from larger institutions that have remained on the sidelines so far. Existing RIAs will need to consider the implications.
Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built. For many who are new to the financial planning profession and who have no experience working with clients, participating in client meetings can trigger feelings of anxiety, especially for those who share the common fear of public
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
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from analyst Hannah Jones: Weekly Housing Trends View — Data Week Ending July 8, 2023 • Active inventory declined, with for-sale homes lagging behind year ago levels by 5%. A year into weekly new listing declines, active inventory levels have started to mirror the slow down in listing activity.
While the loan assumption process is not for the faint of heart, the effort and cost it takes to complete can quite possibly result in underlying financing that is far more favorable than where debt markets have gone today.
My morning train reads: • Stocks Took an 18-Month Round Trip From Tech Bear to AI Bull : The same handful of megacap names that led the market down have been powering the latest surge. ( Businessweek ) • Inflation Cools Sharply in June, Good News for Consumers and the Fed : The Consumer Price Index climbed far more slowly in June, a relief for shoppers and a hopeful — though inconclusive — sign that America might pull off a “soft landing.” ( New York Times ) see also Inflation drops to lowest le
My morning train reads: • Stocks Took an 18-Month Round Trip From Tech Bear to AI Bull : The same handful of megacap names that led the market down have been powering the latest surge. ( Businessweek ) • Inflation Cools Sharply in June, Good News for Consumers and the Fed : The Consumer Price Index climbed far more slowly in June, a relief for shoppers and a hopeful — though inconclusive — sign that America might pull off a “soft landing.” ( New York Times ) see also Inflation drops to lowest le
Books An excerpt from “Random Acts of Medicine: The Hidden Forces That Sway Doctors, Impact Patients, and Shape Our Health” by Anupam B. Jena and Christopher Worsham. (wsj.com) An excerpt from “Nobody’s Fool: Why We Get Taken In and What We Can Do About It” by Daniel Simons and Christopher Chabris. (wsj.com) Global China may have reached its demographic peak, but that does not mean its influence is waning.
Advisors Jerry Kanter and Scott Mason are leaving Securian after more than 30 years with the broker/dealer, in the wake of its planned acquisition by Cetera.
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-July A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-July I reviewed home inventory and sales. Here is some data from the recently released FHFA’s National Mortgage Database showing the distribution of interest rates on closed-end, fixed-rate 1-4 family mortgages outstanding at the end of each quarter since Q1 2013 through Q1 2023.
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.
Banks are granting mortgage borrowers extensions and modifications and offering investors perks to purchase defaulted loans, among other measures, to limit distress in the commercial property market, reported U.S. News & World Report. Sequoia Capital’s wealth management arm is looking to invest in real estate credit, according to Bloomberg. These are among today’s must reads from around the commercial real estate industry.
From STR: STR: U.S. hotel results for week ending 8 July Due to constricted business travel during the Fourth of July, U.S. hotel performance fell from the previous week and showed weaker year-over-year comparisons, according to STR‘s latest data through 8 July. 2-8 July 2023 (percentage change from comparable week in 2022): • Occupancy: 61.8% (-2.3%) • Average daily rate (ADR): US$155.81 (+1.2%) • Revenue per available room (RevPAR): US$96.36 (-1.2%) emphasis added The following graph shows the
Ray Romano on possible actors’ strike: Contracts need be updated to protect writers and actors from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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.
Allianz's guilty plea in the case was unusual. Most companies resolve government investigations by paying money and pledging corrective actions without admitting any wrongdoing.
The DOL reported : In the week ending July 8, the advance figure for seasonally adjusted initial claims was 237,00 0, a decrease of 12,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 248,000 to 249,000. The 4-week moving average was 246,750, a decrease of 6,750 from the previous week's revised average.
A reader asks: I am a 34-year-old with a high risk tolerance. All of my investment accounts are 100% invested in stocks. The one thing I have a hard time finding a tried and true answer on when I do research is how to best allocate my stock investments among large-cap, mid-cap, international, emerging markets, etc. I’m not looking to get the highest return possible per se (although that would be nice), rather, I am.
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.
Most consumers research and read reviews before booking a doctor, hotel, or restaurant. Why should it be any different when it comes to finding an advisor?
The Consumer Price Index for Urban Consumers (CPI-U) released for June puts the year-over-year inflation rate at 2.97%. The latest reading puts inflation below the 3.75% average since the end of the Second World War for the first time since March 2021. However, inflation remains above the 10-year moving average which is now at 2.65%.
Millions of young Americans will face the end of the student loan payment moratorium this summer. Why is this happening now, after a three-year break from payments?
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.
Momentum around ESG has grown as businesses search for ways to mitigate reputational and business risks in the face of growing pressure for more socially conscious practices.
Netweb Technologies IPO Review: Netweb Technologies Limited is coming up with its Initial Public Offering. The IPO will open for subscription on 17 July 2023 and close on 19 July 2023. In this article, we will look at the Netweb Technologies IPO Review 2023 and analyze its strengths and weaknesses. Keep reading to find out! Netweb Technologies IPO – About The Company Netweb Technologies is one of India’s leading Indian-origin, owned and controlled OEMs in the space of high-end computing solut
Personalization and a digital client experience are, or at least should be, a major focus for firms and advisors looking to gain a competitive edge now and well into the future.
When it comes to your website, the financial advisor landing page is a great way to draw attention to your campaign and draw in a specific audience by creating a highly individualized message for different target markets. Making it important to ensure your financial advisor landing pages follow best practices. What’s great about them is that they allow you to really tailor your landing page, as they have: One Headline One Unique Selling Proposition One Call-To-Action When there is a targeted mes
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?
The macroeconomic environment and the market’s response to a somewhat aggressive tone from the Fed has created challenges for income-oriented investors.
This week’s Screen of the Week is the John Neff Value model, based on the book “Neff on Investing” Each week, we’ll showcase Validea’s Guru Stock Screener, a tool that applies the wisdom of these investment legends and other fundamental strategies to assist in new investment idea generation. Discover how to uncover potential winning stocks by leveraging investment styles that range from value, growth, quality and beyond.
Best Micro Cap Stocks in India: In a raging bull market, risk-taking investors are on the lookout for small cap and micro cap stocks in the hope of multi-bagger returns. It is believed that small companies can grow at a faster rate than their larger counterparts. Thus, a fast-growing, fundamentally strong stock with a huge market to tap into can bring impressive returns to investors.
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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