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From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 4.5 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending October 14, 2022. The Refinance Index decreased 7 percent from the previous week and was 86 percent lower than the same week one year ago.
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately?owned housing starts in September were at a seasonally adjusted annual rate of 1,439,000. This is 8.1 percent below the revised August estimate of 1,566,000 and is 7.7 percent below the September 2021 rate of 1,559,000. Single?family housing starts in September were at a rate of 892,000; this is 4.7 percent below the revised August figure of 936,000.
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
Today, in the CalculatedRisk Real Estate Newsletter: September Housing Starts: Record Number of Housing Units Under Construction Excerpt: The fourth graph shows housing starts under construction, Seasonally Adjusted (SA). Red is single family units. Currently there are 800 thousand single family units (red) under construction (SA). This is below the previous six months, and 28 thousand below the peak in April and May.
The combined business will operate under The Standard brand, and include Securian's retirement solutions employees, management, client relationships and distribution networks.
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture Billings Index moderates but remains healthy For the twentieth consecutive month architecture firms reported increasing demand for design services in September, according to a new report today from The American Institute of Architects (AIA).
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture Billings Index moderates but remains healthy For the twentieth consecutive month architecture firms reported increasing demand for design services in September, according to a new report today from The American Institute of Architects (AIA).
Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Dallas based on information collected on or before October 7, 2022." National economic activity expanded modestly on net since the previous report; however, conditions varied across industries and Districts. Four Districts noted flat activity and two cited declines, with slowing or weak demand attributed to higher interest rates, inflation, and supply disruptions.
My mid-week morning train WFH reads: • The Problem with Pulling Out of China : Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage. ( CIO ). • US Chip Sanctions ‘Kneecap’ China’s Tech Industry : The toughest export restrictions yet cut off AI hardware and chip-making tools crucial to China’s commercial and military ambitions. ( Wired ) see also Xi Jinping, forever : China has shackled itself to…this o
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.
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.
Investing A bear market provides different opportunities for different generations. (awealthofcommonsense.com) Why now is a great time to get started investing. (dariusforoux.com) College More states are requiring high school seniors to complete the FASFA application. (nytimes.com) Student loan debt forgiveness is now open to applications. (npr.org) Pets Don't underestimate the costs of taking care of a dog.
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.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for an increase to 232 thousand from 228 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for October. The consensus is for a reading of -4.5, up from -9.9. • At 10:00 AM, Existing Home Sales for September from the National Association of Realtors (NAR).
The U.S. Interior Department said Tuesday it will auction five leases spanning 373,000 acres (151,000 hectares) off central and northern California, enough space to install turbines with more than 4.5 gigawatts of capacity.
IBM beats on earnings and revenue, hikes full-year revenue outlook from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
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.
Markets The pandemic day-trading boom is over. (wsj.com) 2022 has been a uniquely bad year in the markets. (bestinterest.blog) Four lessons learned from a rough 2022, including stocks and bonds can fall at the same time. (blog.validea.com) Business Satya Nardella's tenure at Microsoft ($MSFT) has been impressive. (stratechery.com) How Sol Price helped create the modern warehouse retail business.
In the United States, Registered Investment Advisers (RIAs) are required to register in one of 2 ways: with the Federal government (namely the SEC) or with one or more state securities regulatory agencies. While SEC-registered RIAs are governed by the Investment Advisers Act of 1940 (and its associated regulations), state-registered RIAs are subject to the individual rules of the states (which have their own securities laws and regulations) where they are registered.
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.
By Justin Carbonneau ( @jjcarbonneau ) —. In Ben Graham’s The Intelligent Investor, he introduces Mr. Market, which is an allegory that is meant to help the reader understand the irrational, groupthink and herding mentality that can take place in the stock market. Joel Greenblatt, former hedge fund manager, popular value investor and author described Graham’s Mr.
Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake , MBA, of Blake Wealth Partners ( Northwestern Mutual ) in Columbus, OH, loyal member since 2018; Eric Bottolfsen , MBA, of GoldBook Financial ( MassMutual ) in Scottsdale, AZ, loyal member since 2017; Matthew Daley , MBA, FSCP, LACP, LUTCF, of the Daley Agency ( American National ) in Miller Place, NY, loyal member since 2018; and Brett Moore , CFP, of RBM Wealth Management Group ( LPL Financial ) in New
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?
The sales are the latest sign that the turmoil that has rocked the U.K. pension industry in recent weeks is still reverberating through financial markets. Pensions have been dumping stocks, bonds and collateralized-loan obligations as well as pulling money from almost any fund that will give it back.
This article on Christmas eve box ideas contains affiliate links from Amazon. As an Amazon Associate, we earn from qualifying purchases which help us grow Clever Girl Finance! Please see our disclosures for more information. I’m so excited to do a Christmas Eve box for my toddler this year! He’s three, and he just learned who Santa is. I’m not quite sure he knows what Santa does, but I think a Christmas Eve box will be so much fun for him (more fun for me, but he’ll love it too).
Vox analyzes how although supply chain pressures have eased, the underlying issues that contributed to backlogs have not been addressed. Insider released a series of pieces profiling the overall state of the U.S. logistics and warehouse market. These are among today’s must reads from around the commercial real estate industry.
We're kicking off November's Long-Term Care Awareness Month on Halloween, Monday, October 31 to get the message out that you don't need to be scared of long-term care conversations! NAIFA's Limited & Extended Care Planning (LECP) Center is hosting "Don't Be Scared of Long-Term Care," a free, day-long virtual program from 9 am to 5 pm. Included are interactive sessions from industry leaders who will address the scariest of topics in the long-term care arena.
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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