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Freddie Mac reported that the Single-Family serious delinquency rate in March was 0.62%, down from 0.65% February. Freddie's rate is down year-over-year from 0.92% in March 2022. Freddie's serious delinquency rate peaked in February 2010 at 4.20% following the housing bubble and peaked at 3.17% in August 2020 during the pandemic. These are mortgage loans that are "three monthly payments or more past due or in foreclosure".
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 3.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending April 21, 2023. The Market Composite Index, a measure of mortgage loan application volume, increased 3.7 percent on a seasonally adjusted basis from one week earlier.
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
In the never-ending battle of market narratives, new ideas get introduced and old ideas are resurrected as necessary. One of the most persistent criticisms of US equities has been how narrow the gains have been, driven primarily by mega-cap tech stocks. You probably know variations of this argument as “ FAANMG! ” There is some truth to the claim that the biggest companies have been pulling markets along; YTD cap-weighted indices are substantially outperforming equal weight.
Advisor Group will merge its eight broker/dealers onto one platform, under a new name, in an effort to reduce complexity, streamline around business channels and unlock the benefits of its size and scale.
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 250 thousand initial claims, up from 245 thousand last week. • Also at 8:30 AM, Gross Domestic Product, 1st quarter 2023 (Advance estimate). The consensus is that real GDP increased 2.0% annualized in Q1, down from 2.6% in Q4. • At 10:00 AM, Pending Home Sales Index for March.
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 250 thousand initial claims, up from 245 thousand last week. • Also at 8:30 AM, Gross Domestic Product, 1st quarter 2023 (Advance estimate). The consensus is that real GDP increased 2.0% annualized in Q1, down from 2.6% in Q4. • At 10:00 AM, Pending Home Sales Index for March.
One of the most intimidating aspects of launching a solo advisory firm is the question of how to manage compliance. Advisors coming from a background of working as an employee at a larger firm may be familiar with some of the rules for complying with state or Federal securities regulations from the perspective of an individual advisor, but handling compliance for an entire firm – even when there is just 1 employee – entails a whole additional set of responsibilities to be aware of.
One of the most intimidating aspects of launching a solo advisory firm is the question of how to manage compliance. Advisors coming from a background of working as an employee at a larger firm may be familiar with some of the rules for complying with state or Federal securities regulations from the perspective of an individual advisor, but handling compliance for an entire firm – even when there is just 1 employee – entails a whole additional set of responsibilities to be aware of.
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.
At the Morningstar Investor Conference on Tuesday, the NYU professor said legislators and regulators should take responsibility for the ills that ESG investors seek to remedy.
Podcasts Christine Benz and Jeff Ptak talk with Jill Schlesinger author of "The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life." (morningstar.com) Peter Lazaroff talks 'simple investing' with Rick Ferri. (peterlazaroff.com) Morgan Housel on what our brains really want. (open.spotify.com) Rates Why your checking account doesn't pay any interest.
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, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 4.6% Below Peak; Price-to-rent index is 8.4% below recent peak Excerpt: It has been 17 years since the bubble peak. In the January Case-Shiller house price index released on Tuesday , the seasonally adjusted National Index (SA), was reported as being 61% above the bubble peak in 2006.
J.P. Garofalo and his team left Morgan Stanley in early March for now-troubled First Republic, taking $1.2 billion in assets. He returned to the wirehouse this week, according to registration filings.
“Be careful in the equity markets,” warned Larry Summers. The bond market is predicting a recession but, he said, the equity market has not priced that in.
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.
Eric Balchunas, Cliff Asness, Kai Wu, Que Nguyen, Corey Hoffstein Democratize Quant 2023 is Live. Sign-up! was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
The fiercest adversary of investing based on environmental, social and governance (ESG) is Aswath Damodaran. ESG is a failure, its advocates are to blame, and the concept should be retired, according to Damodaran.
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.
The economy has been through a lot over the past couple of years. We turned it off and turned it back on again like we were restarting a video game. A combination of fiscal stimulus and supply chain disruptions led to an inflationary spike not seen in over four decades. All the containers stuck in the ports of Los Angeles wreaked havoc on many consumer-facing companies.
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts Q1 Economic Update On today’s show, we discuss: How life insurance agents beat back a tech onslaught Gradual deterioration of the economy Apartment Lists 2023 Millenial homeownership report The race to homeownership: Gen Z tracking ahead of their parent’s generation, Millenials tracking behind Why it pays to buy a house: Homeowne.
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 JPMorgan Equity Premium Income ETF (JEPI) vaulted past the JPMorgan Ultra-Short Income ETF (JPST), which previously held the crown of biggest active ETF.
We all know that we need to live within our means and save for the future but with all the competing demands on our cash flow sometimes that can feel overwhelming. It is something that people at every income level struggle with. So being the lifelong learner that I am I decided to have a conversation about cash flow planning with Caroleen Verly of Untangle Your Money.
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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