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Altos reports that active single-family inventory was down 0.3% week-over-week. Inventory is now up 48.3% from the February seasonal bottom. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2024. The black line is for 2019. Inventory was up 34.0% compared to the same week in 2023 (last week it was up 36.7%), and down 22/6% compared to the same week in 2019 (last week it was down 23.1%).
Markets Checking in on the bull market, two years in. (optimisticallie.com) It's hard to find a losing asset class this year. (capitalspectator.com) olatility An explanation for why the VIX is seemingly elevated. (sherwood.news) In contrast, the MOVE index ain't doing much. (mrzepczynski.blogspot.com) Strategy Five lessons from five great investing books.
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
Independent Registered Investment Advisors (RIAs) often face significant challenges in attracting advisors who can proactively generate new business. Many employee advisors gravitate toward service-oriented roles; this preference often stems from their initial motivation for entering the profession – wanting to help clients or perform the more analytical aspects of investing and financial planning.
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in September A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to September 2019 for each local market (some 2019 data is not available). This is the second look at several early reporting local markets in September.
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in September A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to September 2019 for each local market (some 2019 data is not available). This is the second look at several early reporting local markets in September.
My back-to-work-because-Columbus-Day-is-no-longer-a-market-holiday morning reads: • If you think grocery prices take a big bite out of your paycheck in the US, check out the rest of the world : What’s more, it’s important to note that food prices in the U.S. — relatively speaking — are the cheapest in the world, and have been for a long time.
It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities. While such a simple asset allocation may work for many investors, it is my view that too little thought is given to other diversification tools that may enhance a portfolio by addressing some vulnerabilities that can result when a portfoli
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
So you’ve set up your books, perhaps in one of our Set-up & Training Workshops ; now what? Keeping your books clean and up to date is essential, especially in the highly regulated financial services industry. Auditors will request a Balance Sheet, P&L, General Ledger, and Reconciliation reports. Having your accounting in a system such as QuickBooks Online allows you to easily pull these reports at a moment’s notice.
For the past 2 to 3 years, Chemical stocks have faced challenges due to China’s overcapacity. Investors see opportunities as global supply chains shift and demand for specialty chemicals grows. Commodity chemicals can not provide an edge over China’s supply but specialty chemicals can allow competition. Consolidation within the sector may lead to stronger, more competitive firms with improved economies of scale due to increasing capacity.
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.
Congratulations to Life Happens , which joined NAIFA as our consumer-education community last year and is celebrating its 30 th anniversary today. NAIFA was a key player among the industry organizations that founded Life Happens in 1994 to educate consumers about life insurance and related products.
The suits filed in New York’s Southern District were filed the same day Wells Fargo revealed a $128 million loss in net interest income after the firm raised its sweep deposit rates.
More New Highs for 2024 We might sound like a broken record, but stocks made more new highs last week. The S&P 500 is now up five weeks in a row, something it has done only two other times so far this year, falling during the sixth week each time. In fact, it hasn’t been up six weeks in a row since late 2023. Nonetheless, the S&P 500 is now up to 45 all-time highs in 2024, which already ranks as the ninth most ever.
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.
I stumbled into yet another new (to me) ETF to kind of experiment with. For now, I'm going to leave the name out of it and just call it the Mystery ETF and to make the post easier for everyone, lets give it symbol $$F. I'll share the name on a subsequent post. This should be a good way to work through the expectation that a fund is setting, whether it generally meets that expectation and how it might fit into a simple portfolio.
The looming wealth transfer from Baby Boomers and the Silent Generation to younger generations is set to reshape the financial landscape in unprecedented ways. Estimated at $84 trillion, this transition is a huge financial event.
Writing a novel was fun, especially as I have been told it is quite entertaining. But I am back to the more serious business of writing about internal auditing and risk management, this time it’s a book about how to audit risk management. It’s a challenge.
The top corporate conference calls are attended by dozens of Wall Street analysts whose job it is to maintain detailed earnings and valuation models filled with minutiae. Quarter after quarter, they populate their spreadsheets with revenue and cost assumptions to predict exactly what earnings per share will be months and years into the future.
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.
We’re excited to shine a spotlight on one of the key members of our team, Catherine Tillery, our Senior Tax Planner. With years of experience, a deep knowledge of tax planning, and a genuine passion for helping others, Catherine brings … Continued The post Spotlight on Catherine: Our Senior Tax Planner Extraordinaire appeared first on Financial Symmetry, Inc.
Chinese stocks overcame a bout of early volatility to post their biggest gain in a week on Monday, suggesting that investors are hopeful the government will deliver on its promise of more fiscal support.
Today’s Talk Your Book is sponsored by STF Management See here for more information on their tactical and tactical income ETFs On today’s show, we discuss: Who STF Management is and what their products aim to do How the STF tactical rules work The biggest risk to passive call option strategies What risk off and risk on mean within the tactical model What a fair period of time is to judge trend following perfo.
Hyundai India’s IPO Plans and Market Implications The Indian automotive landscape is about to witness a seismic shift as Hyundai Motor India gears up for a groundbreaking initial public offering (IPO). This move isn’t just another corporate manoeuvre. It’s set to be the largest IPO in Indian history, with Hyundai aiming to raise an impressive ₹27,870 crore.
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.
We are beyond thrilled to announce that our CEO, Marianela Collado , has been named an InvestmentNews Women to Watch Awardee in the esteemed Executive Excellence category! The Women to Watch Awards, now in its 9th year, honor women who have made significant contributions to the financial services industry. Marianela’s recognition as an awardee is a testament to all the hard work she has put in over the years, her exceptional leadership, unwavering commitment, and her ability to empower others.
Weekly Market Insights | October 7th, 2924 Mixed Data Leaves Investors Anxious Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East. The Standard & Poor’s 500 Index gained 1.11 percent, while the Nasdaq Composite rose 1.13 percent. The Dow Jones Industrial Average picked up 1.21 percent.
In this episode, we dive deep into the world of trend following with legendary trader Jerry Parker. We explore key insights from our previous interviews with Jerry on Excess Returns, discussing his experiences as one of the original Turtle Traders and how his approach has evolved over time. We cover a variety of topics, including: – The challenges of sticking to a trading system, even when you’re trained to follow it. – Jerry’s goals for his portfolio and how they’v
Investors are holding out to see how they can navigate the remaining months of the year, where they should be placing their bets, and what they can do to avoid any unsuspecting pitfalls.
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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