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From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 0.5 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 16, 2023. The Market Composite Index, a measure of mortgage loan application volume, increased 0.5 percent on a seasonally adjusted basis from one week earlier.
“It is difficult to get a man to understand something when his salary depends upon his not understanding it…” – Upton Sinclair Since the financial crisis, we have seen repeated attempts at attacking indexing all of which have failed — both legislatively and in terms of investors voting with their dollars. Recent attempts – see this , this , this , and this – have similarly failed to persuade investors of the evils of indexing.
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
Podcasts Peter Lazaroff debunks conventional wisdom with Ashby Daniels. (peterlazaroff.com) Morgan Housel on the importance of keeping low expectations. (open.spotify.com) Christine Benz and Jeff Ptak talk with Talmon Smith about the coming wealth transfer. (morningstar.com) Retirement Retirement has some distinct phases. (rationalwalk.com) Seven risks we all face in retirement.
Strategy Avoiding big errors plays a big role in investment success. (ritholtz.com) In a portfolio context, cash is a double-edged sword. (morningstar.com) Crypto WisdomTree ($WT) and Invesco ($IVZ) are re-filing for a spot Bitcoin ETF in light of Blackrock's ($BLK) move. (theblock.co) Good luck coming up with a model to value Bitcoin. (morningstar.com) The Grayscale Bitcoin Trust ($GBTC) is catching a bid on increased spot Bitcoin ETF talk.
Strategy Avoiding big errors plays a big role in investment success. (ritholtz.com) In a portfolio context, cash is a double-edged sword. (morningstar.com) Crypto WisdomTree ($WT) and Invesco ($IVZ) are re-filing for a spot Bitcoin ETF in light of Blackrock's ($BLK) move. (theblock.co) Good luck coming up with a model to value Bitcoin. (morningstar.com) The Grayscale Bitcoin Trust ($GBTC) is catching a bid on increased spot Bitcoin ETF talk.
All investment advisers are fiduciaries that owe a duty of care and loyalty to their clients, and, in an ideal world, advisory firms and their staff would abide by these requirements without the need for a prescriptive code of ethics. However, the early 2000s were plagued by a variety of SEC enforcement actions that alleged fiduciary duty violations – primarily involving trading abuses by investment advisory personnel – which led the regulator to create a rule (that became effective
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 266 thousand initial claims, up from 262 thousand last week. • Also at 8:30 AM, Chicago Fed National Activity Index for May. This is a composite index of other data. • At 10:00 AM, Existing Home Sales for May from the National Association of Realtors (NAR).
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: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: AAIA/Deltek Architecture Billings Index Indicates Rebound in May Business Conditions Architecture firms experienced a rebound in billings in May after a downturn in April, according to the latest Architecture Billings Index (ABI) from the American Institute of Architects (AIA) and Deltek.
An unexpected Melanoma diagnosis forced long-time advisor Lynn Ballou into an early retirement. But the experience has taught her the importance of taking a step back and listening to her body.
Today, in the CalculatedRisk Real Estate Newsletter: California Home Sales Down 23.6% YoY in May, Median Prices Decline 6.4% YoY Excerpt: California doesn’t report monthly inventory numbers, but they do report sales and the change in months of inventory. Note: The National Association of Realtors (NAR) is scheduled to release May existing home sales tomorrow, Thursday, June 22, 2023, at 10:00 AM ET.
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.
Today’s Animal Spirits is brought to you by J.P. Morgan: See here for more information on JEPQ, J.P. Morgan’s Nasdaq Equity Premium Income ETF. On today’s show, we discuss: Boomers Got Hooked on Stocks. Now They Can’t Let Go. Global inequality at lowest level in nearly 150 years Instant Pot’s Slower Sales Tip Gadget Maker Into Bankruptcy Why Are Houses So Expensive?
This testimony will be live here at 10:00 AM ET. Report here. From Fed Chair Powell: Semiannual Monetary Policy Report to the Congress. An excerpt on inflation: We at the Fed remain squarely focused on our dual mandate to promote maximum employment and stable prices for the American people. My colleagues and I understand the hardship that high inflation is causing, and we remain strongly committed to bringing inflation back down to our 2 percent goal.
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.
When we think of someone being rich vs wealthy, we might think it’s the same thing but it’s not. For some reason, the words rich and wealthy are often incorrectly used to describe the same thing. The two words might seem like synonyms, but they are completely different. It’s hard to spot the difference, but being rich and being wealthy are not equal.
Throughout his career, Todd Gottshall has dedicated himself to helping people. After working as a corrections officer and in property management, he wanted to find a career that would allow him to spend more time with his family and found the right fit at NAIFA 100% Agency Weigner Insurance and Financial Services.
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.
Generic-drug maker Mallinckrodt MNK on Wednesday said it set aside more than $3.4 million in executive retention bonuses in the event of a possible filing for yet another bankruptcy. The move is latest sign of difficulty for the company, which has struggled to pay its bills in the wake of a $1.7 billion opioid settlement following allegations it helped propel the nation’s opioid crisis.
After 20 years and serving over 1,800 clients as an hourly, fee-only financial planner, I’ve concluded that hourly advisors should not give free advice to prospects.
The Securities and Exchange Commission on Wednesday charged audit firm Marcum LLP with “systemic quality control failures’ and violations of audit standards in work conducted for hundreds of special purpose acquisition corporations. Marcum has agreed to pay a $10 million fine to settle the charges. Over a three-year period starting in 2020, Marcum more than tripled its public company clients, according to the regulator, the majority of which were SPACs, or blank-check companies, which became pop
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