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The DOL reported : In the week ending June 10, the advance figure for seasonally adjusted initial claims was 262,000 , unchanged from the previous week's revised level. The previous week's level was revised up by 1,000 from 261,000 to 262,000. The 4-week moving average was 246,750, an increase of 9,250 from the previous week's revised average. This is the highest level for this average since November 20, 2021 when it was 249,250.
A judge ordered Twitter to be evicted from an office in Boulder, Colo., after the company didn’t pay its rent, reports the Denver Business Journal. Starwood REIT is looking to sell 2,000 rental homes, according to Bloomberg. These are among the must reads from around the real estate investment world heading into the weekend.
Vanguard is out with its annual deep dive into what its 5 million 401k participants are up to. The firm’s release of How America Saves is chock full of data and charts showing how 401k savings have reached all-time highs at Vanguard; I expect other large plan managers like Fidelity and Schwab to be at or near similar levels. VG credits the impact of automatic enrollment/contribution escalation as leading savers to this milestone. “ Record highs in participation, deferral rates, and the use of p
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
Your Future Self A Q&A with Half Hershfield author of "Your Future Self: How to Make Tomorrow Better Today." (annieduke.substack.com) An excerpt from "Your Future Self: How to Make Tomorrow Better Today" by Hal Hershfield. (behavioralscientist.org) Health How excessive noise affects your body and health. (nytimes.com) Is EMDR a psychotherapeutic breakthrough, pseudoscience, or a little bit of both?
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Update on Mortgage/Treasury Spreads A brief excerpt: From housing economist Tom Lawler: Last May I wrote a two-part piece on why the spread between the 30-year fixed-rate mortgage rate and the 10-year Treasury rate had widened significantly from the end of 2021 to early May of last year, and explained why changes in the yield curve, changes in market-implied interest rate volatility, and the end of the Federal Reserve’s misplaced MBS
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Update on Mortgage/Treasury Spreads A brief excerpt: From housing economist Tom Lawler: Last May I wrote a two-part piece on why the spread between the 30-year fixed-rate mortgage rate and the 10-year Treasury rate had widened significantly from the end of 2021 to early May of last year, and explained why changes in the yield curve, changes in market-implied interest rate volatility, and the end of the Federal Reserve’s misplaced MBS
Also, Advisor360 releases its 2023 Connected Wealth Report results, Ned Dane joins AdvisorEngine as chief growth officer, and Betterment partners in 529 plan rollout.
Strategy Five common portfolio mistakes including 'portfolio sprawl.' (morningstar.com) What do sell-side analysts actually do? (capitalgains.thediff.co) Companies Why Shopify ($SHOP) decided to out of the logistics business. (theinformation.com) Restaurant chain Cava ($CAVA) has priced its IPO. (cnbc.com) A hit product, like the InstantPot, doth not an enduring company make.
For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. However, despite efforts to ensure all clients understand the ‘big picture’ of their comprehensive plans, some clients may be tempted by other financial professionals offering attractive investment returns and promising better portfolio performance.
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.
From the Fed: Industrial Production and Capacity Utilization Industrial production edged down 0.2 percent in May following two consecutive months of increases. In May, the index for manufacturing ticked up 0.1 percent, while the indexes for mining and utilities fell 0.4 and 1.8 percent, respectively. At 103.0 percent of its 2017 average, total industrial production in May was 0.2 percent above its year-earlier level.
Alan Zafran and Eric Harrison, two of the three co-CEOs and founding partners of IEQ Capital, discuss making two leaps to independence from Merrill to Luminous then First Republic to IEQ and share their journey and formula for growth they mastered along the way.
On a monthly basis, retail sales were up 0.3% from April to May (seasonally adjusted), and sales were up 1.6 percent from May 2022. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for May 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $686.6 billion, up 0.3 percent from the previous month , and up 1.6 percent above May 2022.
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.
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from economist Jiayi Xu: Weekly Housing Trends View — Data Week Ending June 10th, 2023 • Active inventory growth slowed again, with for-sale homes up just 10% above one year ago. The number of homes for sale continues to grow, but compared to one year ago, the pace is slowing.
The proposal by the 176-member House Republican Study Committee would gradually increase the retirement age, ultimately hitting 69 years old for those turning 62 in 2033.
A reader asks: My wife and I are 42 with a 13-year-old son. We moved to Phoenix, AZ as immigrants 7 years ago with just a couple thousand dollars to our name. Since then have slowly progressed in our careers. At this point, here’s what we have accomplished financially: Annual combined income: $350k Cash in checking accounts: $230k Mortgage: $530k (28 years left) Investments through 401k, 529 plans: $100k Stock Ma.
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.
From STR: STR: U.S. hotel results for week ending 10 June U.S. hotel performance jumped from the previous week, while year-over-year comparisons were mixed, according to STR‘s latest data through 10 June. 4-10 June 2023 (percentage change from comparable week in 2022): • Occupancy: 69.4% (-1.6%) • Average daily rate (ADR): US$157.69 (+0.5%) • Revenue per available room (RevPAR): US$109.38 (-1.2%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the
Summary: no difference in average returns between large-cap and small-cap portfolios. There you have it. The small-cap sacred cow has been slaughtered. Long-Only Value Investing: Size Doesn’t Matter! was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
The Census Bureau's Advance Retail Sales Report for May was released this morning. Headline sales were up 0.3% month-over-month, above the expected 0.1% decrease. Core sales (ex Autos) were up 0.1% in May, in-line with expectations.
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.
Want to save money on buying food and spend less time cooking? Then one-pot meals are the answer. They are a delicious and convenient way to prepare healthy and low-cost meals. And we’ve got 20 great ideas to share with you as you create your meal plan! Table of contents 20 Easy one pot meals for breakfast, lunch and dinner One pot meals for breakfast Easy one pot meals for lunch Easy one pot dinners What are one pot meals?
This morning we got the latest Empire State Manufacturing Survey. The diffusion index for General Business Conditions rose 38.4 points from last month to 6.6, its biggest monthly increase in 3 years. This morning's reading was well above the forecast of -16.0 and puts the index back into expansion territory for the second time in three months.
Best PSU Banks in India : The economy of every nation revolves around its financial sector. When India got its independence, it was necessary to establish a robust financial system to handle the growth of credit. The Indian government purchased and formed public sector banks to address this issue. It enabled them to offer a wide range of support initiatives and offering interest at rates lower than private banks.
When it comes to relationships, talking about money can seem a bit taboo. After all, queries about finances are hardly considered romantic questions. Nonetheless, knowing what practical money questions to ask your partner is important when you’re thinking of a future together. Table of contents 20 questions to ask your partner about money How do you approach asking your partner questions about money?
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?
May's ZHVI came in at $346,270, up 0.46% from April and up 2.02% from May 2022. This is the third consecutive monthly increase in home value. After adjusting for inflation, the real figures are -0.06% month-over-month and -5.58% year-over-year.
Carlisle Companies Inc. CSL said Thursday it agreed to sell its Carlisle Fluid Technologies (CFT) unit to an affiliate of private equity firm Lone Star Funds for $520 million. The deal is expected to close in the third quarter of 2023. CFT generated $297 million of revenue in 2022. Carlisle Cos. CEO Chris Koch said the transaction “advances our drive to construct a concentrated portfolio of construction materials businesses emphasizing a superior capital allocation approach to investments.
Fintech can be a good way to combine the value opportunities of a technology stock with the stability often offered by financial institutions. Here’s what you need to know.
Mullen Automotive Inc. MULN stock is up 12% in premarket trades on Thursday after the company said it remains on track to meet its previously announced objective of production and sale of its Class 3 commercial electric vehicles during the quarter ending Sept. 30. The Brea, Calif.-based company said it has received $279 million in purchase orders from Randy Marion Automotive Group for Mullen Class 1 and Class 3 EV vans and trucks.
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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