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Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report: Weekly Housing Trends View — Data Week Ending Oct 28, 2023 • Active inventory declined, with for-sale homes lagging behind year ago levels by 1.0%. For 19 straight weeks, the number of homes available for sale has registered below that of the previous year. • New listings–a measure of sellers putting homes up for sale–were up this week, by 5.6% from one year ago.
Today, in the Calculated Risk Real Estate Newsletter: Asking Rents Down 1.2% Year-over-year A brief excerpt: Tracking rents is important for understanding the dynamics of the housing market. For example, the sharp increase in rents helped me deduce that there was a surge in household formation in 2021 (See from September 2021: Household Formation Drives Housing Demand ).
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
Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be – over. The Narrative bias driving commentary today is that this sudden bullishness is the market sussing out the last hike. But this after-the-fact story does not resonate as truth with me, as it looks more like the 10% market correction of October 2023 has ended.
Books An excerpt from "The Fund: Ray Dalio, Bridgewater Associates and the Unraveling of a Wall Street Legend" by Rob Copeland. (nytimes.com) An excerpt from "The Dissident: Alexey Navalny, Profile of a Political Prisoner" by David M. Herszenhorn. (politico.com) Private equity The private equity industry controls a growing portion of the American economy.
Books An excerpt from "The Fund: Ray Dalio, Bridgewater Associates and the Unraveling of a Wall Street Legend" by Rob Copeland. (nytimes.com) An excerpt from "The Dissident: Alexey Navalny, Profile of a Political Prisoner" by David M. Herszenhorn. (politico.com) Private equity The private equity industry controls a growing portion of the American economy.
Christopher Fineburg and Teresa Armel have left Rockefeller Global Family Office, which has become one of the most sought-after options for UHNW advisors, to join Next Capital Management.
Markets Bonds are now competition for stocks. (ritholtz.com) November and December have been good months after a stock markete correction. (carsongroup.com) Fund management Why it's hard for investors to quit Blackrock ($BLK). (riabiz.com) Vanguard is finalizing its exit from China. (pionline.com) Advertising If the economy were bad, companies would be cutting back on advertising.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Rates were at 8% just two weeks ago! Thursday: • At 8:30 AM ET, Employment Report for October. The consensus is for 168,000 jobs added, and for the unemployment rate to be unchanged at 3.8%. • At 10:00 AM, the ISM Services Index for October. The consensus is for a decrease to 53.0 from 53.6.
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.
Richard Lofgren, the managing director of Goldman Sachs Advisor Solutions, details how they differentiate from other established custodians, their ideal advisor profile and more.
The DOL reported : In the week ending October 28, the advance figure for seasonally adjusted initial claims was 217,000 , an increase of 5,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 210,000 to 212,000. The 4-week moving average was 210,000, an increase of 2,000 from the previous week's revised average.
Blackstone’s flagship non-traded REIT limited redemptions for the 12th straight month. PWC released its annual Emerging Trends in Real Estate report. These are among the must reads from the real estate investment world to end the week.
On Friday at 8:30 AM ET, the BLS will release the employment report for October. The consensus is for 168,000 jobs added, and for the unemployment rate to be unchanged at 3.8%. There were 336,000 jobs added in September, and the unemployment rate was at 3.8% From BofA economists: "For the October employment report, we forecast nonfarm payroll job growth will slow from 336k in September to 230k.
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.
By Matt Lewis, CLTC ® , Vice President, Insurance You’re turning 65 this year and Medicare is on your mind. Medicare is a subset of Social Security and run by the Social Security Administration. In my experience, it may be almost as complicated as the Internal Revenue Code! With that said, let’s answer some common questions about Medicare to help you get started.
Private credit has fast become a Wall Street favorite and is attracting cash from hedge funds, sovereign wealth funds, insurers and pension providers as well as private equity firms.
A reader asks: I appreciate Ben’s long-term view of stock market corrections but what if this time is different? What are the stats when the Fed is actively offloading trillions of assets AND raising rates? What if this cycle is an anomaly and should be treated as such? This question was written in response to a recent post where I used the following table to show the historical distribution of losses over the past.
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.
My morning train reads: • The Economy Is Great. Why Are Americans in Such a Rotten Mood? Lingering inflation can’t explain all of the unhappiness; maybe it is referred pain from the wider world. ( Wall Street Journal ) • The Bond Market, a Sleeping Giant, Awakes : Soaring interest rates have the power to alter the direction of the economy and command the attention of Washington, our columnist says. ( New York Times ) see also World’s Safest Market Becomes a Magnet for Big Investors : US governme
The IRS has released the 2024 contribution limits for retirement plans and other cost-of-living adjustments. Contribution Limits for 401(k)s, IRAs and More in 2024 Income Limits for Tax-Deductible IRA Contributions Roth IRA Contribution Eligibility The post 2024 IRS Contribution Limits For IRAs, 401(k)s, and More appeared first on Darrow Wealth Management.
November is National Long-Term Care Awareness Month and it is a great time to bring potential limited and extended care planning needs top-of-mind with your clients. It is important for every comprehensive financial plan to include LTC considerations. So even if LTC insurance is not your primary line of business, Long-Term Care Awareness Month gives you a good opportunity to get clients up to speed.
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.
By Aaron Kane, B Bus, AFA We’ve built a cool and better process now around short surveys for clients. Once they do them, I reach out and say, “Hey, do you mind doing us a favor? We don’t advertise, but the way to do it is word-of-mouth, and Google’s the best way. So, can you give us a Google review?” I’ve been pushing that probably the last 12 months, and we’ve gone from having 10 reviews to 75.
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the October 2023 close.
– The thing that drew me to early retirement is freedom , and that’s still the best part of it. Back in 2005, the primary reason for this freedom-seeking was being able to devote my best hours to being a Dad – I had a feeling my career in tech would be too demanding to sustain once the full-time job of raising children kicked in. Eighteen years later, wow has that guess ever turned out to be right.
Options trading presents a highly rewarding yet perilous venture. As per SEBI’s circular and the disclaimers issued by most trading platforms, a staggering 90% of individual traders in the equity Futures and Options Segment find themselves incurring net losses. On average, those who end up on the losing side face trading deficits amounting to approximately ₹50,000.
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?
Is going to college about acquiring knowledge, or skills? In decades past, before the internet, learning and memorizing facts had greater importance than it has today.
Today’s Compound and Friends is brought to you by The US Benchmark Series: See here for more information on $TBIL, US Benchmarks 3mo Treasury Bill ETF. On today’s show, we discuss: Big money pros are split on the outlook for stocks. But they are fans of bonds. Goldman’s JP Morgan copycat ETF launches in ‘early days’ of boom Listen here: Charts: Eric Jackson: Twitter I.
Based on the October S&P 500 average of daily closes, the Crestmont P/E of 31.8 is 113% above its arithmetic mean, 131% above its geometric mean, and is at the 96th percentile of this 14-plus-decade series.
Protean eGov Technologies IPO Review : Protean eGov technologies is coming up with the IPO which is set to be listed on BSE. The IPO will be open for subscription on 6th November 2023 and closes on 8th November 2023. This article will provide a comprehensive review of the IPO, including an in-depth analysis of the company’s financials and the strengths and weaknesses of Protean eGov technologies.
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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