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From the NAR: Pending Home Sales Waned 4.6% in January Pending home sales pulled back 4.6% in January according to the National Association of REALTORS. The Midwest, South and West experienced month-over-month losses in transactions with the most significant drop in the South while the Northeast saw a modest gain. Year-over-year, contract signings lowered in all four U.S. regions, with the South seeing the greatest falloff.
Markets The chances of you successfully timing the market based on macro stuff is slim. (awealthofcommonsense.com) Would you invest in Norway's sovereign wealth fund if you could? (ft.com) Berkshire Hathaway Geico was the star of Berkshire Hathaway's ($BRK.A) 2024 results. (newsletter.rationalwalk.com) Berkshire's portfolio highlights the impact of a few key positive outliers.
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.0% Below 2022 Peak Excerpt: It has been over 18 years since the housing bubble peak. In the December Case-Shiller house price index released this week, the seasonally adjusted National Index (SA), was reported as being 77% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 12% above the bubble peak (and historically there has been an upward slope to real house prices).
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
From the BEA: Gross Domestic Product, 4th Quarter and Year 2024 (Second Estimate) Real gross domestic product (GDP) increased at an annual rate of 2.3 percent in the fourth quarter of 2024 (October, November, and December), according to the second estimate released by the U.S. Bureau of Economic Analysis. In the third quarter, real GDP increased 3.1 percent.
The DOL reported : In the week ending February 22, the advance figure for seasonally adjusted initial claims was 242,000 , an increase of 22,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 219,000 to 220,000. The 4-week moving average was 224,000, an increase of 8,500 from the previous week's revised average.
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The DOL reported : In the week ending February 22, the advance figure for seasonally adjusted initial claims was 242,000 , an increase of 22,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 219,000 to 220,000. The 4-week moving average was 224,000, an increase of 8,500 from the previous week's revised average.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: At 8:30 AM ET, Personal Income and Outlays for January. The consensus is for a 0.3% increase in personal income, and for a 0.2% increase in personal spending. And for the Core PCE price index to increase 0.2%. PCE prices are expected to be up 2.5% YoY, and core PCE prices up 2.6% YoY.
According to the Justice Department, Stephen Mellinger created a system where clients could claim deductions on fabricated business expenses while the advisor pocketed millions in fees.
We also answered questions about the impact of index funds market bubbles, what you need to know about being on a non-profit investment committee, selling stocks for a house down payment and spending money on restoring a classic car. Further Reading: How Often Are We In a Recession or Bear Market? The post Market Timing a Recession appeared first on A Wealth of Common Sense.
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
Amanda Corrals journey into the world of special needs financial planning began with a personal storyher father, Roberto Corral, founded Corral Financial Strategies in 2017, inspired by their familys experience with her brother, who is on the autism spectrum. His passion for helping families navigate the complexities of special needs planning resonated deeply with Amanda, who learned the ropes of the business alongside him.
The Magic Formula, introduced in “The Little Book That Beats the Market,” distills the complexity of stock selection into a straightforward two-part analysis. At its core, the method examines Return on Capital, which measures how efficiently a company transforms its resources into profits, and Earnings Yield, which indicates whether a stock’s price is favorable relative to its earnings potential.
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.
The National Association of Realtors® (NAR) pending home sales index fell more than expected in January, dropping to its lowest level on record. The index came in at 70.6, a 4.6% decline from the previous month and a 5.2% drop from one year ago. Pending home sales were expected to fall 0.9% month-over-month.
The second estimate for Q4 GDP came in at 2.35%, a deceleration from 3.07% for the Q3 final estimate. With a per-capita adjustment, the headline number is lower at 1.71%, a slowdown from 2.22% for the Q3 headline number.
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.
In the week ending February 22nd, initial jobless claims were at a seasonally adjusted level of 242,000. This represents an increase of 22,000 from the previous week's figure. The latest reading was higher than the 222,000 forecast.
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.
The hires are partly to further position Raymond James' stance in private market investments for high-net-worth clients, says newly appointed private client group president Tash Elwyn.
Explore how alternative investments like private equity and real estate are reshaping financial services. Learn how advisors can bridge the education gap for better portfolio diversification.
Gideon Drucker shares a multi-generational growth story, evolving from the insurance world, to independent broker/dealer HTK, and most recently, to fully independent as an RIA.
The Kansas City Fed Manufacturing Survey continued to decline in February, with the composite index remaining at -5, unchanged from January. Despite this, future expectations stayed positive, though they dipped slightly from 15 in January to 14 in February.
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.
New orders for manufactured durable goods rose to $286.00B in January. This represents a 3.1% increase from the previous month and a 3.4% rise from one year ago. The latest reading was better than the expected 2.0% growth.
Like gardening or working out, tax planning is one of those activities where you get out what you put in. Plenty of us have a weight bench gathering dust in the garage that hasnt gotten us into any better shape, or a plot in the backyard that just wont grow anything because we never weed it. Tax planning is similar in the sense that you can put work in on the front end that youll reap benefits from later.
Real gross domestic product (GDP) is comprised of four major subcomponents. In the Q4 GDP second estimate, three of the four components made positive contributions.
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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