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I stopped the weekly updates of high frequency indicators at the end of 2022. Here is a late September look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of September 24th. Click on graph for larger image. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue), 2022 (Orange) and 2023 (Red).
Cash Advisers are seeing more clients interested in cash. (etf.com) Higher yields are going to be a headwind for risky asset classes. (mrzepczynski.blogspot.com) Finance Zero-day options make up 50% of the S&P 500 options volume. (ft.com) Betterment is closing two of its crypto strategies. (citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic.
Value losses attributed to WeWork could reach $7 billion under a worst case scenario, according to an analysis from CoStar. The Wall Street Journal examined the state of San Francisco’s struggling real estate market. These are among the must reads from the real estate investment world to start the new week.
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 mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. But while some of these salespeople may have certainly been able to provide sound advice, there was really no way at that time for a consumer to know which among the many brokers and agents out there were actually capable of giving true and sound advice that would help them reach their goals.
Altos reports that active single-family inventory was up 1.8% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 22nd, inventory was at 527 thousand (7-day average), compared to 519 thousand the prior week. Year-to-date, inventory is up 7.6%. And inventory is up 30.2% from the seasonal bottom 23 weeks ago.
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Altos reports that active single-family inventory was up 1.8% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 22nd, inventory was at 527 thousand (7-day average), compared to 519 thousand the prior week. Year-to-date, inventory is up 7.6%. And inventory is up 30.2% from the seasonal bottom 23 weeks ago.
Vista Financial Advisors registered in 2021 and soon claimed it managed more than $11.5 trillion—with a "T"—with no evidence of any legitimate assets at all, according to the commission.
From Matthew Graham at Mortgage News Daily: Mortgage Rates Officially Hit New Multi-Decade Highs For the average lender, a top tier 30yr fixed rate is now over 7.5% for the first time in at least 22 years. The average borrower (not "top tier") is seeing rates that are even higher. This assumes an adjustment for discount points. Many loans are being quoted with points currently, and in those cases, the note rate would be a bit lower. [ 30 year fixed 7.51% ] emphasis added Tuesday: • At 9:00 AM ET
Wellesley Asset Management failed to properly disclose that it used hypothetical performance in advertisements for an index it created, according to the commission.
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in August A brief excerpt: Each month I track closed sales, new listings and active inventory in a sample of local markets around the country (over 40 local housing markets) in the US to get an early sense of changes in the housing market. In addition, we can look for regional differences.
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.
DWS has been under scrutiny by various agencies including the SEC since a former employee went public over two years ago with cliams that the asset manager had inflated its ESG credentials.
Podcasts Michael Kitces talks with Jessica Polito of Turkey Hill Management about helping RIAs owners through the M&A process. (kitces.com) Frazer Rice talks with Doug White about when philanthropic plans go awry. (podcasts.apple.com) Future Proof A recap of Future Proof 2023 and what it is to come. (riabiz.com) Future Proof shouldn't work, but it does.
By applying artificial intelligence and Chat GPT to statements made by active fund managers, researchers have found that their underperformance can be partly explained by overconfidence that led to, among other things, excessive risk taking.
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.
Companies making environmental, social and governance claims are bumping up against an increasingly skeptical wall of investors looking for more than just lofty ESG talk.
We use many types of 5 rupee coins, most of which are somewhat gold-coloured, featuring symbols of India’s 75 years of independence, images of prominent faces, or something unique. But when was the last time you saw those old thick and heavy Rs. 5 coins? It’s been a while, right? Now, if you take a look at your wallet or ask for a Rs. 5 coin, you’ll see a difference.
Weekly Market Insights: Stocks End Summer With Gloomy News Presented by Cornerstone Financial Advisory, LLC Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%. The Nasdaq Composite index tumbled 3.62% for the week.
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.
Three years and nearly $1 billion later, Wells Fargo & Co. is finally playing offense in one of Wall Street’s hottest battlegrounds: wealth management.
The article explores the limitations of traditional country-level stock market indexes that are constructed based on the domicile of issuing firms. Geographic Investing and Company Operations was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Best Aluminium Stocks in India: Aluminium is a highly versatile metal that is valued for its lightness, corrosion resistance, and adaptability. It is used in a wide range of industries, from aerospace and automotive to construction and packaging. As demand for this metal grows worldwide, investing in stocks related to aluminium presents a promising opportunity.
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.
More homeowners have been renovating their homes instead of buying due to housing prices. While continuing to build equity in your home can be advantageous financially, navigating a construction project isn’t easy. And when something goes wrong, many homeowners are surprised to learn of gaps in their insurance coverage or their contractor’s.
In 2015, Jeremy Grantham, the self-proclaimed bubble historian, wrote: I consider myself a bubble historian and one who is eager to see one form and break: I have often said that they are the only really important events in investing. I have come to believe, however, very reluctantly, that we bubble historians have, together with much of the market, been a bit brainwashed by our exposure in the last 30 years to 4 of the p.
As a Network Navigator on Team XYPN, I’ve had the pleasure of talking with hundreds of advisors who were ready to start, grow, or scale their RIA—or were considering it, but had questions about how XYPN could help make it possible. As you can imagine, no matter what their “it” was, they asked a lot of really good questions. And, since they took the time to ask, I decided to take the time to gather the top ten questions and provide answers here, for everyone else.
Today’s Talk Your Book is brought to you by Direxion: On today’s show, we spoke with Ed Egilinsky, Managing Director and Head of Alternatives to discuss the use of leverage in a portfolio and investing in China. On today’s show, we discuss: How leveraged strategies are created How the timing and path of the underlying ETF affects compounding Using flows as a trading signal Looking at the China trade wi.
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 September swoon continued last week, as stocks sold off hard after the Fed’s decision to leave interest rates unchanged. This type of seasonal weakness shouldn’t be a surprise. We’ve been discussing the potential for August and September volatility for a while now. It’s important to remember the S&P 500 had its best start after seven months to any year since 1997, so some type of weakness in the troublesome months of August and September is normal.
The Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for September. The latest general business activity index came in at -18.1, down 0.9 from last month. This is the first monthly decline in the general business activity index in the past 4 months and marks the 17th consecutive month it has been in contraction territory.
Valiant Laboratories IPO Review : Valiant Laboratories is coming up with the IPO which is set to be listed on the NSE and BSE. The IPO will be open for subscription on 27th September 2023, and closes on 3rd October 2023. This article will provide a comprehensive review of the IPO, including an in-depth analysis of the company’s financials, as well as the strengths and weaknesses of Valiant Laboratories.
The Chicago Fed's National Activity Index is based on 85 economic indicators drawn from four broad categories of data. Two of the four broad categories of indicators used to construct the index decreased from July. All four categories made negative contributions in August.
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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