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U.S. Bureau of Labor Statistics: The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.1 percent in March on a seasonally-adjusted basis, after increasing 0.4 percent in February. Over the last 12 months, the all items index increased 5.0 percent before seasonal adjustment. ( April 2023 ) As much as I want to jump up and down about 0.1% seasonally adjusted (after a 0.4% prior month), the big number is not so big: 5.0% A 5 handle is a huge development, even with the core remaining sligh
Despite common perception that active beats passive during times of volatility, only 25% of large value, blend and growth mutual funds outperformed their category index during the first quarter of 2023.
Today, in the Calculated Risk Real Estate Newsletter: Remote Work and Household Formation A brief excerpt: Back in September 2021, I wrote Household Formation Drives Housing Demand So what is driving demand for both homeownership and rentals? Household formation! Over time, housing economist Tom Lawler and I unraveled the household formation mystery.
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
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.1 percent in March on a seasonally adjusted basis, after increasing 0.4 percent in February, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 5.0 percent before seasonal adjustment. The index for shelter was by far the largest contributor to the monthly all items increase.
When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure. And while Monte Carlo simulations have made it possible for advisors to create retirement projections that seem to have a reasonable basis in math and data, there has been limited research as to whether Monte Carlo models really perform as advertised – in oth
When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure. And while Monte Carlo simulations have made it possible for advisors to create retirement projections that seem to have a reasonable basis in math and data, there has been limited research as to whether Monte Carlo models really perform as advertised – in oth
A Mississippi woman claimed Morgan Stanley erred when accepting her removal as a beneficiary to her dementia-striken, de facto mother's estate—as well as ignoring her challenges as they distributed the deceased woman's funds.
Podcasts Morgan Housel talks about the importance of 'playing your own game.' (open.spotify.com) Christine Benz and Jeff Ptak talk with James Choi about personal financial advice and the importance of defaults. (morningstar.com) Wealth Baby Boomers control a majority of American wealthy, but it's concentrated in a minority. (awealthofcommonsense.com) Being wealthy is about not worrying about money.
The series D round brings the custodian’s total funding to more than $290 million; investors include PE firm Adams Street and RIA leaders Ron Carson and Mary Bicknell.
Fund management Don't look to the UK for successful active managers. (ft.com) A Texas-focused ETF is coming down the pike. (finance.yahoo.com) ETNs are not the same as ETFs. (barrons.com) AI Why AI hasn't taken over Wall Street, yet. (wsj.com) How Qraft Technologies plans to limit access to its AI tools. (institutionalinvestor.com) Companies Meta ($META) has a morale problem.
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.
This meeting the FOMC "members anticipated that some additional policy firming may be appropriate", whereas at the previous meeting "all participants continued to anticipate that ongoing increases in the target range for the federal funds rate would be appropriate". Update: For some time, the forecast for the U.S. economy prepared by the staff had featured subdued real GDP growth for this year and some softening in the labor market.
Here a few measures of inflation: The first graph is the one Fed Chair Powell has been mentioning. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through March 2023. Services were up 7.2% YoY as of March 2023, down from 7.6% YoY in February. Services less rent of shelter was up 6.1% YoY in March, down from 6.9% YoY in February.
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.
More cities are trying to incentivize office-to-residential conversions, although the actual pace of conversions remains low. Warren Buffet told CNBC he saw no reason for investors to panic about commercial real estate. These are among today’s must reads from around the commercial real estate industry.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 5.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending April 7, 2023. The Market Composite Index, a measure of mortgage loan application volume, increased 5.3 percent on a seasonally adjusted basis from one week earlier.
The Cleveland Fed released the median CPI and the trimmed-mean CPI: According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.4% in March. The 16% trimmed-mean Consumer Price Index increased 0.2% in March. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".
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.
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 233 thousand initial claims, up from 228 thousand last week. • Also at 8:30 AM, The Producer Price Index for March from the BLS. The consensus is for a 0.0% increase in PPI, and a 0.3% increase in core PPI.
List of Largest Stock Exchanges in the World: People who invest in stocks must be familiar with the New York Stock Exchange (NYSE), NASDAQ, and Shanghai stock exchange as some of the most popular exchanges in the world. But there are a few large stock exchanges with which we may not be familiar. In this post, we are going to discuss the biggest and largest stock exchanges in the world by the total market cap of all listed companies.
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.
I have been getting a lot of questions around the dollar in recent weeks. De-dollarization seems to be a thing, as do central bank digital currencies, along with the latest round of worries about what the government is going to do to our savings.
This article analyzes six trend-following indicators from a digital signal processing (DSP) frequency domain perspective in which the indicators are considered as digital filters and their frequency response characteristics are determined. <a>Trend-Following Filters – Part 6</a> was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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?
List of Key terms in share market to learn: After learning the basic rules in billiards, a game I’ve wanted to play forever, I was thrown into a conversation at the table where half of the lingo flew straight over my head. Learning the game was hard enough and the terms thrown around regularly like rack, scratch, cushions, bank shot, etc. did not make it any easier.
Wall Street firms, like companies throughout corporate America, are rethinking their work-from-home rules as the Covid-19 pandemic recedes. At New York-based JPMorgan, employees at retail bank branches and in check processing must be in daily, while others are allowed to take advantage of a hybrid-work model. Still, those workers must be in three days a week unless they have senior-management approval.
International Business Machines Corp. IBM is considering selling its weather operation, the Wall Street Journal reported on Wednesday. An auction for the segment, which includes forecasting service Weather.com and The Weather Co.’s business and cloud-focused operations, is in an early phase, the Journal said, citing people familiar with the matter, with private equity the most likely purchaser.
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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