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From Dodge Data Analytics: Dodge Momentum Index Expands Another 8% in July The Dodge Momentum Index (DMI), issued by Dodge Construction Network, increased 7.9% in July to 216.3 (2000=100) from the revised June reading of 200.5. Over the month, commercial planning increased 6.8% and institutional planning expanded 11.1%. “While data centers have had an outsized influence on nonresidential planning activity in recent months, more momentum is building across many other major sectors and diversifyin
In recent earnings calls, both alternative asset managers provided updates on their respective products as they plan to enter an increasingly crowded playing field.
The DOL reported : In the week ending August 3, the advance figure for seasonally adjusted initial claims was 233,000 , a decrease of 17,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 249,000 to 250,000. The 4-week moving average was 240,750, an increase of 2,500 from the previous week's revised average.
New GenAI-driven technologies can help wealth management firms enhance their customer understanding, streamline operations and deliver more personalized and effective services.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Today, in the Calculated Risk Real Estate Newsletter: Atlanta Fed: Home Ownership Affordability Monitor A brief excerpt: Here is another measure of affordability that readers might find useful from the Atlanta Fed: Home Ownership Affordability Monitor Here is a graph of affordability (higher is more affordable), and of the year-over-year change in affordability through May 2024.
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For June, Realtor.com reported inventory was up 36.6% YoY, but still down 30.6% compared to April 2017 to 2019 levels. Now - on a weekly basis - inventory is up 35.9% YoY. Realtor.com has monthly and weekly data on the existing home market.
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For June, Realtor.com reported inventory was up 36.6% YoY, but still down 30.6% compared to April 2017 to 2019 levels. Now - on a weekly basis - inventory is up 35.9% YoY. Realtor.com has monthly and weekly data on the existing home market.
Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year.
Fund management Just because it's a 'stock pickers market' doesn't mean managers actually outperform. (morningstar.com) Covered-call ETFs won't save you from a sharp market downturn. (ft.com) Berkshire Hathaway Why See's Candy has been such a big winner for Berkshire Hathaway ($BRK.A). (morningstar.com) Why has Berkshire Hathaway ($BRK.A) built such a big cash pile?
Over the past few decades, financial advisors have explored new ways to structure, build, and grow successful businesses alongside a growing acceptance that "successful business" can be defined in many different ways. Nevertheless, while firm owners have a variety of options available for structuring and building their businesses, the reality is that they can only prioritize a limited number of goals at one time, which then begs the question – how can firm owners navigate the options of wo
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
Multiple jobholders account for 5.2% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
Mr. Roth IRA himself, Bill Sweet, joined me again to discuss questions about credit unions vs. banks, how the wash sale rule works, student loan forgiveness vs. tax filing status, tax implications from the sale of a rental property and index funds vs. financial advisors. Further Reading: The Siren Song of Market Timing 1I’m using 10 year Treasuries as my bond proxy here.
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.
Dear Mr. Market: Ah, Mr. Market , you’ve never been one for subtlety, have you? We’ve all grown accustomed to your erratic behavior, but these past few weeks, you’ve outdone yourself. The dizzying heights we’ve climbed recently have turned into a sharp, gut-wrenching descent. It’s like we were steadily walking up the stairs, only to realize we were stepping into an elevator shaft, and now gravity is having its way with us.
Wells Fargo Advisors provides the platform to help serve clients with sophisticated needs AND offers the flexibility to manage my practice in any way I see fit.
Let's take a close look at July's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.8% of total employed workers are full-time (35+ hours) and 17.
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.
Don Bennyhoff, who was at Vanguard for nearly 23 years, hopes to differentiate his new firm by helping RIAs demonstrate their value beyond investment management.
In the week ending August 3rd, initial jobless claims were at a seasonally adjusted level of 233,000. This represents a decrease of 17,000 from the previous week's figure and is lower than the forecast of 241,000 jobless claims.
With all the volatility in the market recently, it can be easy to lose touch with fundamentals. So we thought it would be a good time to take a look at the most widely followed stocks in the market and how they stack up fundamentally. Validea’s guru models quantitatively apply the criteria of some of history’s best investors, including Warren Buffett, Peter Lynch, Ben Graham and Martin Zweig.
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.
Each quarter the committees of Membership, Grassroots, and IFAPAC (also known as the Trifecta Team) select a member who has gone above and beyond that quarter in each of their respective areas. We are #NAIFAproud to recognize our Q2 2024 Hard Hat Winners, Corrado Gugliotta, LUTCF, FSCP, CLTC, LACP : Membership, Joseph Pearl, CFP : Grassroots, and Timothy Johnson, FSS, LACP : IFAPAC.
Benjamin Graham, often referred to as the “Father of Value Investing,” was an influential economist, professor, and investor who laid the groundwork for modern value investing. Born in 1894, Graham developed his investment philosophy during the tumultuous period of the Great Depression. His experiences during this time shaped his conservative, risk-averse approach to investing, which he detailed in his seminal works “Security Analysis” (1934) and “The Intelligent In
Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this paper, we’ll shed light on common Social Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave.
Investing in stocks that are experiencing upward earnings revisions can be a powerful strategy for generating market-beating returns. This approach is based on the premise that positive changes in earnings expectations often lead to strong stock performance. Let’s explore why this strategy works and how investors can identify promising candidates.
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.
Carson Wealth’s Chris Graw, CFP ® , ChFC ® , CLU ® Partner & Wealth Advisor and Matt Hinz, CFP ® , ChFC ® Senior Wealth Advisor discuss the added values of working with a Financial Advisor. The post Value of a Financial Advisor appeared first on Carson Wealth.
In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Walter Bond, a Hall of Fame motivational speaker, about his path from sports to motivational speaking.
It only takes a quick glance at the US bond curve to realize something is off. One Treasury security — the 20-year — is detached from the rest of the market. It hovers at yields that are far higher than those on the bonds surrounding it — the 10-year and the 30-year.
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?
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