This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.1% Below 2022 Peak Excerpt: It has been over 18 years since the housing bubble peak. In the November Case-Shiller house price index released yesterday, 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).
Podcasts Christine Benz and Dan Lefkovitz talk with John Rekenthaler about his long career writing about investing. (morningstar.com) Peter Lazaroff on how much money you need to retire. (peterlazaroff.com) Family Every decision we make has trade-offs: the case for staying home to care for small children. (readthejointaccount.com) When are you children mature enough to discuss estate issues?
Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Recent indicators suggest that economic activity has continued to expand at a solid pace. The unemployment rate has stabilized at a low level in recent months, and labor market conditions remain solid. Inflation remains somewhat elevated. The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run.
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 MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 2.0 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending January 24, 2025. This weeks results include an adjustment for the Martin Luther King holiday.
LOL Me in a suit and tie! About a decade ago, one of my Bloomberg columns helped kick off a debate about minimum wages and large, for-profit companies using the taxpayer to subsidize their payrolls. This led to much debate, including some embarrassing revelations for Wal-Mart and especially McDonald’s. Ultimately, it led to an appearance on The Daily Show, where I got to spend the better part of the day shooting a remote segment with the delightful Samantha Bee.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: At 8:30 AM ET, Gross Domestic Product, 4th quarter and Year 2024 (Advance estimate). The consensus is that real GDP increased 2.6% annualized in Q4. Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for a increase to 228 thousand from 223 thousand last week.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: At 8:30 AM ET, Gross Domestic Product, 4th quarter and Year 2024 (Advance estimate). The consensus is that real GDP increased 2.6% annualized in Q4. Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for a increase to 228 thousand from 223 thousand last week.
Pennsylvania-based Legacy Planning Partners represents the latest addition to Hub Retirement and Private Wealth, a Hub division servicing about $172 billion in total assets.
Jesus U. Lopez Sotos journey into the financial services industry began with a simple goal: to find a work-from-home opportunity for his pregnant wife. Initially, he saw it as a way for her to earn extra income. However, after being introduced to the industry by a coworker and friend, Jesus realized that this was not just a job for his wifeit was an opportunity for him to build a meaningful career as well.
Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. As effective as tax-loss harvesting can be, there are a number of important details that investors need to be aware of in order to implement the strategy successfully while following regulations.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
The potential disruption of the AI market is shaking up some investment theses. But many are waiting for the dust to settle before making any allocation tweaks.
April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date. A full list of tax provisions for states affected by natural disasters can be found here.
The deal with Carlson Capital Management is Sequoias largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.
Today’s Animal Spirits is brought to you by KraneShares: See here to learn more about $KWEB and KraneShare’s full suite of China exposures Come see us in Naples this February! See here for more information on FutureProof Citywide and here if you are interested in the emerging manager showcase Get a random Animal Spirits chart here On today’s show, we discuss: Why Oaktree’s Howard Marks Is on the.
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
NAIFA and the Dallas-based American Senior Benefits (ASB) have entered a partnership under which NAIFA recognizes ASB as a NAIFA Financial Security Champion and at least 75 ASB regional sales managers will become new NAIFA members.
Financial advisors and their clients are going to experience the effects of change one thousandfold. No matter what side of the aisle or the border… The post These Times Are A Changin appeared first on Leading Advisor - Simon Reilly.
The Federal Reserve concluded its first meeting of 2025 by keeping the federal funds rate (FFR) at 4.25-4.50%, marking the first time in four meetings that the Fed has not cut interest rates.
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 Chambers and I go back many decades, first as colleagues and then as friends, and we have great mutual respect. While we often appear to disagree, that is more often than not in our choice of words rather than in underlying principles.
Federal Reserve Chair Jerome Powell said officials are not in a hurry to lower interest rates, adding the central bank is pausing to see further progress on inflation following a string of rate reductions last year.
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.
As a foundational document, the operating agreement is essential for RIA firms. When thoughtfully drafted, it aligns the interests of the firm's owners, sets clear expectations for operations, and establishes how profits will be distributed. While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disp
In this article, we will demonstrate how the use of daily options within a covered call strategy has the potential to generate substantial income while also targeting the total return of equities.
As a foundational document, the operating agreement is essential for RIA firms. When thoughtfully drafted, it aligns the interests of the firm's owners, sets clear expectations for operations, and establishes how profits will be distributed. While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disp
There are times in life when factors conspire to make it very difficult to be as productive as we need to – and want to – be. But even in the midst of these times it’s important to feel like you have some control and do the things that will keep you on track. Control the controllable.
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.
New York Governor Kathy Hochul has proposed restrictions on large financial firms buying homes, and state legislators in Virginia and Nebraska have similar ideas.
Markets Nvidia ($NVDA) traded nearly 800 million shares on Monday. (axios.com) Nvidia ($NVDA) on Monday lost more market cap than Mastercard ($MA) is worth. (downtownjoshbrown.com) Why narratives can move a stock like Nvidia's ($NVDA) so much. (scheplick.com) Crypto The uproar over Trump Coin has nearly been forgotten. (theatlantic.com) Trump Media and Technology Group ($DJT) is expanding into crypto and financial services.
Buried in a rote US Treasury survey released on the eve of the latest holiday weekend was a question that all of Wall Street wants the answer to: What’s the Federal Reserve’s plan once it’s done drawing down its crisis-era bond holdings?
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 organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
265 
Let's personalize your content