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
I stopped the weekly updates of high frequency indicators at the end of 2022. Here is a mid-year look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of June 25th. 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), 2022 (Orange) and 2023 (Red).
Rising rates, falling savings, increased deficits, dubious GDP : Ever since the yield curve inverted and warnings of “imminent recession” filled the air, the Philly Fed’s map of State Coincident Indexes has provided a good real-time snapshot of the state of the economy. Friday’s release might have snuck by, but its filled with upside surprises that are worth looking at.
Altos reports that active single-family inventory was up 2.0% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of June 16th, inventory was at 460 thousand (7-day average), compared to 451 thousand the prior week. Year-to-date, inventory is down 6.3%. And inventory is up 13.4% from the seasonal bottom ten weeks ago.
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 issue over who owns 401(k) and 403(b) participant data and whether it is a plan asset is one of the hottest debates in the defined contribution industry.
One of the biggest challenges for small, independent RIA firms is that they are self-reliant with respect to designing, choosing, and implementing the systems, technology, and processes that they use. Some firm owners relish the responsibilities of building and maintaining a firm from the ground up, but others – who may be happier with simply advising and building relationships with clients – might find it more appealing to merge with or sell to a larger firm that has the resources t
Podcasts Ashby Daniels talks about turning vague customer desires into clear goals. (wiredplanning.com) Daniel Crosby talks with advice non-compliance with Derek Hagen who is the founder of Money Health Solutions. (standarddeviationspod.com) Michael Kitces talks about the challenges of retirement with Tony Hixon who is the Co-founder and COO for Hixon Zuercher Capital Management.
Samantha Trebesch, who will continue in her role as head of sustainable investing, replaces Renee Baker, who stepped down this month to take a “voluntary career sabbatical.
Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie Serious Delinquencies in May: Single Family Declined, Multi-Family Increased Brief excerpt: Single-family serious delinquencies continued to decline in May, however, multi-family serious delinquencies are now increasing. Freddie Mac reports that multi-family delinquencies increased to 0.20% in May, up from 0.07% in May 2022.
According to one group of economists, office real estate values will not recover until 2040, reports Fortune. Non-traded BDC fundraising continues to outpace non-traded REITs, according to the latest data from Robert A. Stanger & Co. These are among the must reads from around the real estate investment world to kick off the new week.
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.
From Matthew Graham at Mortgage News Daily: Mortgage Rates Effectively Unchanged Near Recent Highs The average 30yr fixed mortgage rate has been holding just under 7% for the entire month, making June the least volatile month in well over a year. [ 30 year fixed 6.91% ] emphasis added Tuesday: • At 8:30 AM ET, Durable Goods Orders for May from the Census Bureau.
The Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for June. The latest general business activity index came in at -23.2, up 5.9 from last month. This is the first uptick in the general business activity index in the past five months but marks the 14th consecutive month it has been in contraction territory.
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.
Owning a second home or vacation property can sound enticing. But it can also be very expensive, both in terms of time and money. There are also hidden costs associated with owning a second home. For some individuals and families, buying a vacation home makes a lot of sense. It’s comfortably affordable and the home is heavily used annually, even if just seasonally.
BloombergGPT is a large language model (LLM) developed specifically for financial tasks. The authors trained the LLM on a large body of financial textual data, evaluated it on several financial language processing tasks and found it performed at a significantly higher level than several other state-of-the-art LLMs. Where Large Language Models and Finance Meet was originally published at Alpha Architect.
Today’s Talk Your Book is brought to you by Helios: See here to learn more about utilizing Helios’ insourced CIO and other tailored tools for advisors. On today’s show, we are joined by Chris Shuba, Founder and CEO of Helios to discuss advisor best practices using Helios. On today’s show, we discuss: An intro to what an insourced CIO is The client experience at a large RIA vs. a small RIA Improvi.
Cathie Wood’s ARK Investment scooped up 18,583 shares of Advanced Micro Devices Inc. AMD shares Monday, a chunk of stock valued at about $2 million based on the day’s closing price of $107.51. The shares were added to ARK’s Autonomous Technology & Robotics ETF ARKQ, and AMD now represents 0.1966% of that fund. ARK also bought 18,106 shares of Taiwan Semiconductor Manufacturing Co.
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.
Can you spot what’s wrong in the image below? Please post your answer as a comment. Oops! Hint: Reading this paragraph out loud might help you find the mistake that caught my eye. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for June 26: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Shares of Lucid Group Inc. LCID surged 7.3% in premarket trading Monday, a day after closing at a record low, after the electric vehicle maker and battery pack maker disclosed an agreement with Aston Martin Lagonda Global Holdings PLC ARGGYUK:AML in which Lucid will supply Aston Martin with powertrain and battery system technology. Under terms of the agreement, Aston Martin will pay a $232 million technology access fee to Lucid, including $100 million in shares of Aston Martin and $132 million i
Weekly Market Insights: Stocks Take Summer Break, Month Remains Strong Presented by Cornerstone Financial Advisory Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains. The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq Composite index dropped 1.44% for the week.
PacWest Bancorp PACW said Monday it agreed to sell a lender finance loan portfolio to Ares Management Corp. ARES in a deal expected to provide $2 billion before transaction costs for the bank. Additional tranches to generate more cash are currently expected to close in “future periods” as unfunded commitments are disbursed and then sold, PacWest said.
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.
We know it’s old news at this point, but on June 8, 2023, the S&P 500 entered a new bull market. After such a strong rally off the October lows, this young bull probably needs a breather. A look at the charts suggests this market may be due for a pause. Bull markets are not linear. However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than ne
Advanced Micro Devices Inc. AMD shares on Monday were on track for a seventh consecutive session of losses. AMD shares fell as much as 2.6% to an intraday low of $107.20, and were last down 1.1%. Over the past seven sessions, the stock has dropped 14.5%, and is looking at its longest losing streak since Sept. 6, when shares fell for seven straight trading days, according to Dow Jones data.
As a business owner, prudent financial management can help ensure your business remains healthy and stable. But what does good business financial management look like in practice? Here are four tips that may benefit business owners while focusing time and effort on the core of the business. Pay Yourself First Although it is tempting to sink all your profits back into your business operations, especially for very young businesses, paying yourself first may help you better understand the revenues
President Joe Biden on Monday said his administration is evaluating the situation in Russia following a short-lived rebellion there by the mercenary Wagner Group, as well as talking with other countries. “We’re going to keep assessing the fallout of this weekend’s events and the implications for Russia and Ukraine, but it’s still too early to reach a definitive conclusion about where this is going,” Biden said at the start of a White House event focused on internet access.
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?
Russian President Vladimir Putin on Monday called the Wagner Group’s rebellion over the weekend a “criminal activity,” and said its organizers would be “brought to justice.” Speaking past 10 p.m. Moscow time, Putin said any attempts to organize mutiny “will end in defeat.” U.S. stocks were mostly lower on Monday following the short-lived rebellion by the Wagner Group that’s seen leaving Putin weakened.
Howard Marks (Co-Chairman) and David Rosenberg (Co-Portfolio Manager, U.S. High Yield, Global High Yield, Global Credit) discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism, and why this time might actually be different in financial markets.
Snowflake Inc. SNOW said Monday that it was expanding its partnership with Microsoft Corp. MSFT to bring generative AI to its Data Cloud product. The announcement kicked off Snowflake’s Summit 2023 in Las Vegas this week. Microsoft, which also operates its own public cloud service Azure, has invested billions in OpenAI, the company behind the generative AI ChatGPT, which took artificial intelligence mainstream this year.
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.
352 
Let's personalize your content