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Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Sabrina Speianu: Weekly Housing Trends View — Data Week Ending Apr 1, 2023 • Active inventory growth continued to climb, but at a lower rate, with for-sale homes up 53% above one year ago. The inventory of for-sale homes rose compared to last year, but at a slower pace than the previous week for a third time in a row as a smaller number of hopeful homebuyers still outnumber new se
NOTE: This release has "revisions to the historical series for CY 2018-2022 for both initial claims and continued claims". And "Beginning with the Unemployment Insurance (UI) Weekly Claims News Release issued Thursday, April 6, 2023, the methodology used to seasonally adjust the national initial claims and continued claims reflects a change in the estimation of the models.
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
Ever see those IR stories announcing a firm is “increasing its exposure” or “boosting our stake” or “unloading shares” in a given company? Sounds like someone with more resources, insights, and connections KNOWS something about a stock that you do not. Should you then follow the recommended announcements? Absolutely not. Here is why: These posts seem to be a bizarre combination of public records scraping and AI; they look like they were designed to generate clicks rather than reflect honest inve
Prices on CMBS bonds have dropped to pandemic-era lows, reports The Wall Street Journal. Investors in single-family rentals continue to enjoy a favorable market environment, reported Commercial Observer. These are among today’s must reads from around the commercial real estate industry.
I’ve been reading Jamie Dimon’s letter to JPMorgan Chase shareholders over the last two days (it’s long) and wanted to check in here to share this bit about what happened with the banking system this spring. He is uniquely positioned to share a point of view on it… The recent failures of Silicon Valley Bank (SVB) in the United States and Credit Suisse in Europe, and the related stress in the bankin.
I’ve been reading Jamie Dimon’s letter to JPMorgan Chase shareholders over the last two days (it’s long) and wanted to check in here to share this bit about what happened with the banking system this spring. He is uniquely positioned to share a point of view on it… The recent failures of Silicon Valley Bank (SVB) in the United States and Credit Suisse in Europe, and the related stress in the bankin.
One of the benefits of owning a financial planning business is an advisor’s ability to control their work schedule. While some advisors might want to go full throttle, perhaps working well over 40 hours per week and taking few days off, others might prefer a more relaxed schedule, perhaps taking every Friday off or going on vacation for multiple weeks each year.
David Pulcini of SixPoint Financial Partners discusses his path from insurance broker/dealer to independent B/D, and ultimately on to hybrid RIA, RFG Advisory.
On Friday at 8:30 AM ET, the BLS will release the employment report for March. The consensus is for 240,000 jobs added, and for the unemployment rate to be unchanged at 3.6%. There were 311,000 jobs added in February, and the unemployment rate was at 3.6%. From BofA economists: "For the March employment report, we forecast a 265k increase in nonfarm payrolls.
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.
About 10%-15% of the RIA’s billable assets are now on the direct indexing platform, built through a combination of outside partnerships and proprietary technology.
CBRE IM and Accelerate Investment Partnership formed a joint venture to invest in ground leases under critical, digital and green economy infrastructure assets. Here’s what executives from the two companies told WMRE about their plans.
Today, in the Calculated Risk Real Estate Newsletter: Mortgage Rate Update Excerpt: Mortgage News Daily reports that the most prevalent 30-year fixed rate is now at 6.18% for top tier scenarios. Usually there is a fairly steady spread between the ten-year Treasury yield and 30-year mortgage rates, although - as housing economist Tom Lawler explained in Mortgage/Treasury Spreads, Part I and Part II - the spread has widened due to several factors including volatility and pre-payment speeds.
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.
EP Wealth scooped up a billion-dollar firm in its second acquisition of the year while a handful of other deals representing almost $900 million in assets were announced this week and Private Advisor Group added a new role.
From CoStar: STR: US Hotel Room Rates Maintain Year-Over-Year and Pre-Pandemic Leads Aligned with normal spring break patterns, U.S. hotel performance showed mix comparisons from the previous week, according to STR‘s latest data through April 1. March 26 through April 1, 2023 (percentage change from comparable weeks in 2022, 2019): • Occupancy: 66.2% (+3.4%, -3.5%) • Average daily rate (ADR): $158.40 (+7.3%, +19.9%) • Revenue per available room (RevPAR): $104.78 (+10.9%, +15.7%) emphasis added T
The investigations by state regulators looked into Robinhood's compliance shortfalls and more, spanning years, according to a Texas consent order and the North American Securities Administrators Association.
I am a glass-is-half-full kind of person and have been getting a lot of feedback from people of late that the world is only getting worse. Here’s a post from a few years ago that lists the immense progress we’ve seen as a species. * “I am not an optimist. I am a very serious possibilist.” – Hans Rosling You don’t have to look too far to find negativity these days.
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 firm will conduct sales of $27 billion in securities from Signature and $87 billion from SVB Financial Group’s Silicon Valley Bank, the Federal Deposit Insurance Corp. said in a statement Wednesday. The holdings are mostly agency mortgage-backed securities, collateralized mortgage obligations and commercial MBS that remained after the government sold the rest of the firms in March, the FDIC said.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Employment Report for March. The consensus is for 240,000 jobs added, and for the unemployment rate to be unchanged at 3.6%.
Books A Q&A with Dr. Peter Attia author of "Outlive: The Science and Art of Longevity." (gq.com) An excerpt from "Choosing to Run: A Memoir" by Desiree Linden. (runnersworld.com) An excerpt from “How Not to Kill Yourself: A Portrait of the Suicidal Mind” by Clancy Martin. (wsj.com) Sam Altman How Sam Altman came to be the face of the AI revolution.
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.
Are you searching for new ways to make extra income? Let us introduce you to reselling and give you ideas on the best items to resell. We’ll discuss where to find items and where to sell them as well. If you're a natural bargain hunter , keep reading to learn how you can use that skill to make extra cash. Let’s get to it! How does reselling work? As the word implies, reselling involves buying items and selling them again for profit.
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $13,292 for an annualized real return of 5.71%.
On this week's episode, Isaiah is joined by expert Dr. Wesley Gray, CEO of Alpha Architects, to discuss the concepts of value ? investing. Wes Discusses Value Investing Foundations with Isaiah Douglass was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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?
Today’s Compound and Friends is brought to you by birddogs: Thanks to Birddogs for sponsoring this episode! Enter promo code “COMPOUND” and get a free Yeti-style tumbler with every order here On today’s show, we discuss: Robinhood margin calls Initial unemployment claims SPX return contribution for Q12023 What Q1 means moving forward Commercial real estate loan defaults will rise in a credit crunch.
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The top Democratic and Republican U.S. lawmakers said Thursday that they’ve invited South Korean President Yoon Suk Yeol to address a joint meeting of Congress on April 27 in honor of the 70th anniversary of the alliance between the U.S. and South Korea. The invitation has come from Senate Majority Leader Chuck Schumer, Senate Minority Leader Mitch McConnell, House Speaker Kevin McCarthy and House Minority Leader Hakeem Jeffries.
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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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