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Early Benchmark Revisions of State Payroll Employment Please consider Early Benchmarks for All 50 States and the District of Columbia for the second quarter of 2022. Estimates by the Federal Reserve Bank of Philadelphia indicate that the employment changes from March through June 2022 were significantly different in 33 states and the District of Columbia compared with current state estimates from the Bureau of Labor Statistics’ (BLS) Current Employment Statistics (CES).
There seems to be a lot of confusion going on today with respect to inflation, interest rates, and ongoing Federal Reserve policy. A framework for exploring this has many parts: What the Fed (obviously) knows, how it express those views through police like FOMC rates, ZIRP, QE, QT, etc. There remains the question of what the Fed is actually wrong about. 1 .
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board is forming a Competency Standards Commission in 2023 to review and evaluate its competency requirements for Education, Examination, Experience, and CE, which represents an opportunity for CFP Board to adjust its requirements, in alignment with the desires of the CFP community itself, to build confidence among the public that those with the CFP m
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
Private equity firm Abry Partners is also a new investor. Dynasty, abandoning plans to go public, said it is pulling its S-1 registration with the SEC.
Notes: The expansion to the Panama Canal was completed in 2016 (As I noted a few years ago ), and some of the traffic that used the ports of Los Angeles and Long Beach is probably going through the canal. This might be impacting TEUs on the West Coast. Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic.
Chart courtesy of CoinMarketCap, annotations by Mish. A wave of selling is hitting Binance right now in the wake of crypto concerns in the fallout of FTX. To see it, let's take a look at the past week. Binance BNB Last Seven Days. Binance Says Accounting Firm Mazars Pauses Work for Crypto Clients The Wall Street Journal reports Binance Says Accounting Firm Mazars Pauses Work for Crypto Clients Cryptocurrency-trading giant Binance said the accounting firm it used to verify its reserves has paused
I loved the first season of The White Lotus. It was the perfect pandemic show at the perfect time, allowing us to escape to an exotic locale and enjoy the quirks of some wonderfully written characters. Season two just wrapped on HBO and I enjoyed it even more than the first one. The murder mystery aspect of the show was tremendous but my finance brain couldn’t help but notice a number of money and behavioral psycho.
Morningstar has launched the Annuity Intelligence Center, Michael Roth to oversee InvesCloud's NaviPlan, Docupace unveils its Productivity Suite for RIAs and more.
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 California Association of Realtors®: Rapid interest rate increases continue to depress California home sales and prices in November, C.A.R. reports • Existing, single-family home sales totaled 237,740 in November on a seasonally adjusted annualized rate, down 13.2 percent from October and down 47.7 percent from November 2021. • November’s statewide median home price was $777,500, down 3.0 percent from October and down 0.6 percent from November 2021.
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in November A brief excerpt: From housing economist Tom Lawler: Based on publicly available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.16 million in November , down 6.1% from October’s preliminary pace and down 34.3%% from last November’s seaso
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
The biz Spotify ($SPOT) is pulling back on live audio. (bloomberg.com) A hit podcast doesn't necessarily pay the bills. (wsj.com) Society Derek Thompson talks with economist Bryce Ward about the causes and consequences of the rise of alone time in America. (theringer.com) Bryan Caplan and Chris Arnade discuss poverty in America. (betonit.substack.com) Companies Matt Reustle talks with Drew Cohen talk about the unique business of Floor & Decor.
Markets International stocks might actually outperform the U.S. this year. (etf.com) The end of the retail trading boom hasn't killed options volume. (ft.com) Strategy Six investment lessons from the FTX scandal including 'Swim in regulated waters.' (savantwealth.com) Relax, there's always a new market theme hitting the headlines. (compoundadvisors.com) Companies Carvana ($CVNA) is the poster child for the ZIRP era.
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.
Close your eyes and think back to your childhood. What’s the first thing you remember? Your first thoughts may be about your childhood room or your old posters and magazines. Maybe it was your living room couch that had a distinctly comfortable spring to it, even in its final years before it was tossed. It wouldn’t be surprising, however, if your favorite childhood memories were of your kitchen and the people who used it.
Is it possible to invest in real estate with no money? If you watch “how-to-get-rich-in-real-estate infomercials” on TV and the Internet, everyone and their dog seems to be getting rich doing just that – but can you believe them? You can invest in real estate with little to no money upfront, but it’s more complicated than the promoters make it seem, and you’ll need to be patient.
Today’s Compound and Friends is brought to you by Public: See here for more information on investing in stocks, ETFs, crypto, and alternatives all in one place On today’s show, we discuss the largest stories of 2022: The global oil shock Russian sanctions Price hikes across the economy Calls for stagflation The ‘vibesession’ narrative Bed Bath & Beyond & Ryan Cohens rug pull Future.
From the earliest days of artificial intelligence (AI) and machine learning (ML) in the 1950s, practitioners have spoken of using it for investment fund management.
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.
A few things from the last couple of days all with the theme of retirement planning mistakes to avoid. First was a real head scratcher of an article from WSJ about a recommendation pertaining to the 4% rule made by Morningstar. The 4% rule of course refers to the percentage that can be safely withdrawn from portfolio assets for a sustainable retirement (not running out of money).
High ROE Stocks in India: There are many types of investors and styles based on personal preferences. These investors look at different metrics before investing in the stock market. Those who invest for the long term are generally interested in learning about the fundamentals of the company. They use several valuation metrics to know more about the company.
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?
Market Drama. Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA. December 19, 2022. Watch Time: 5 minutes. Welcome to this week’s Market Drama. The S&P 500 fell 2%. That puts it down 17.8% for the year. 10-year treasury yield fell 17 basis points, which means treasury bonds’ prices went up. We had November CPI numbers out and they were better than expected.
As climate change moved higher on the Wall Street agenda, there had been fewer indications that financial giants took similar interest in the biodiversity crisis.
The markets had a rough start to 2022, but investors may get a year-end “Santa Claus rally.” The holiday season usually gifts investors with this market rally, typically over seven days beginning the last week of December and ending on the second trading day of the new year. If history is a guide, markets seem poised to jingle again around the upcoming holidays.
November was another good month for equity markets, and a good one for fixed income markets as well. November 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. November was another good month for equity markets, and […].
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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