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From the BLS : Total nonfarm payroll employment increased by 223,000 in December, and the unemployment rate edged down to 3.5 percent , the U.S. Bureau of Labor Statistics reported today. Notable job gains occurred in leisure and hospitality, health care, construction, and social assistance. The change in total nonfarm payroll employment for October was revised down by 21,000, from +284,000 to +263,000, and the change for November was revised down by 7,000, from +263,000 to +256,000.
Source : Bloomberg Billionaires Index. I was in the midst of my analysis of how the Fed would react to softening wage gains in the NFP data, when the markets exploded 2.5% higher. The Fed is very concerned that the perennially underpaid median worker has been seeing wage increases. The past few years follows 3 decades of lagging income. It kinda killed my motivation to write yet another pierce discussing Fed actions.
With 4.50 million jobs added, 2022 was the 2nd best year for job growth in US history behind only 2021 with 6.74 million. The headline jobs number in the December employment report was above expectations, however employment for the previous two months was revised down by 28,000, combined. The participation rate increased, and the unemployment rate decreased to 3.5%.
New research from WealthManagement.com's WMIQ suggests firms are inhibiting growth by minimizing, and in many cases mishandling, marketing and client communications.
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
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in December A brief excerpt: This is the first look at local markets in December. I’m tracking about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Securities and Exchange Commission (SEC) has received significant pushback from investment adviser and financial industry trade groups to the regulator’s recent proposal that would establish formalized due diligence and monitoring obligations for investment advisers that outsource certain advisory functions.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Securities and Exchange Commission (SEC) has received significant pushback from investment adviser and financial industry trade groups to the regulator’s recent proposal that would establish formalized due diligence and monitoring obligations for investment advisers that outsource certain advisory functions.
The BEA released their estimate of light vehicle sales for December. The BEA estimates sales of 13.31 million SAAR in December 2022 (Seasonally Adjusted Annual Rate), down 6.3% from the November sales rate, and up 4.7% from December 2021. Click on graph for larger image. The first graph shows annual sales since 1976. Light vehicle sales in 2022 were at 13.73 million, down 8.1% from 14.95 million in 2021.
Markets The 60/40 portfolio return equation reset last year. (wsj.com) Five ETF predictions for 2023 including an end to $SPY's reign. (theetfeducator.com) Venture capital VC-backed M&A fell off the table in Q4. (tomtunguz.com) Startup founders have some difficult decisions to make early in 2023. (hunterwalk.com) The 'Creator Economy' was way overblown.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its "sophisticated wealth management solutions.
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, JC Parets, Steve Strazza, and Downtown Josh Brown discuss why JC is bullish precious metals, Bitcoin’s make or break moment, what Warren Buffett’s buying, value vs growth, and MUCH more. You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
Top 10 Companies in India by Market Capitalization: According to the 2021 data published by the International Monetary Fund (IMF), India is the sixth-largest economy in the world in terms of nominal Gross Domestic Product (GDP), which is valued to be worth US$ 3.04 trillion and estimated to a GDP growth rate of 9.5% in the upcoming year. This is complementary to the various Indian companies that have been doing business in India and overseas. .
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.
New FPA President James Lee outlined the organization’s plans for the new year and the reasons behind its departure from the Financial Planning Coalition.
Just 11% of US fund managers are women, and fund management teams comprised exclusively of women make up a meager 2% of all equity, fixed income and diversified funds.
4 MIN READ. Another year has come and gone in what feels like a blink of an eye. So much occurred in 2022, and we're excited (and anxious) to see what 2023 has in store! As we look back on the good, the bad, and everything else that’s happened in the past year, there’s a lingering question we are left to address (whether personally or for our clients): “What impact do these changes have and what should we brace for?”.
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.
All the macchiato, cappuccino, and espresso lovers know how a sip of coffee easily brightens up your day. Whether you take yours caffeinated or buzz-free, black or milky, sugar-free or candy-sweet, you are a certified coffee enthusiast, and you might be excited to know that 2023 is the year for coffee lovers to come together! Being retired, this is your time to travel across the country and globe, experiencing different aromas and brews of coffee at these upcoming events: The London Coffee Festi
Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Where investing your small nest egg and adding to it regularly can lead to significant returns over time, stuffing $2,000 to $3,000 in cash under your mattress can mean losing money to inflation over time. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.
On today’s show, we discuss: 10 predictions for 2023 New hedge fund soars 163% betting it’s all going down Short sellers made $300 billion in 2022’s market wipeout Wall Streets top bear sees another big down year for S&P 500 Recommendations: 1883 The Whale Emancipation Listen here: Charts: JC Parets & Steve Strazza: JCs Twitter Steve’s Twitter Contact us at.
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 think we can all agree that 2022 was a huge year for fee-for-service financial planning! As we reflect back on the year, we've compiled our top five most-read blog posts of 2022. From creating a client service calendar to generating 5-figure flat fees for service, we covered a lot of hot topics. Take a moment to read and catch up on the articles advisors liked best.
Foreign investors are turning their attention once more to the Japanese stock market, where shares remain undervalued even as they experience record profits. That makes Japan ripe with opportunities for value investors, said Seiji Nakata, CEO of Daiwa Securities Group Inc, in an interview cited in an article in Investing. Nakata bolstered his claim by highlighting recent investments in several Japanese trading houses made by Warren Buffett as well as an increase in net buying of Japanese shares
Optimists were still to be found in the world of US exchange-traded funds, where more than 400 new ETFs were launched despite a harsh bear market. Funds took in more than half a trillion dollars as more investors learned to embrace their easier-to-trade and tax-friendly structure.
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?
So many investors tried to withdraw their money from Blackstone’s large private property fund (BREIT) in December that the 5% quarterly cap is limiting how much can be withdrawn until March, when investors can renew their requests to take out their money. However, UC Investments, the University of California’s endowment, poured $4 billion into BREIT for the next 5 years followed by a limited withdrawal period for 2 years.
The post How Can I Make a Down Payment on a New Home Before I Sell My Existing One? appeared first on Yardley Wealth Management, LLC. How Can I Make a Down Payment on a New Home Before I Sell My Existing One? We get asked all the time by clients or prospective clients what they can do to buy a house before they sell their existing home. There is usually a problem coming up with the money for the second down payment.
Wall Street bulls will have a “narrow path” to win in 2023, provided inflation eases quicker than anticipated, says Ed Yardeni, founder of Yardeni Research. “They almost can’t win,” Yarden told Bloomberg TV in an interview that is cited in an article in Financial Advisor. If the economy remains strong, the Fed will need to raise interest rates significantly higher.
Investors who use a 60/40 portfolio had a rough year. In the past, putting 60% in stocks and 40% in bonds has often helped investors hedge against losses in either asset class. But 2022 had other ideas.
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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