Calculated Risk
JANUARY 9, 2023
Altos reports inventory is down 4.0% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of January 6th, inventory was at 471 thousand (7-day average), compared to 491 thousand the prior week. Inventory has declined sharply seasonally in the winter. The second graph shows the seasonal pattern for active single-family inventory since 2015.
Wealth Management
JANUARY 9, 2023
After hitting double-digits in the first part of 2022, the pace of annual rent growth slowed to 6 percent in December.
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Calculated Risk
JANUARY 9, 2023
From Dodge Data Analytics: Dodge Momentum Index Wraps up 2022 with December Growth The Dodge Momentum Index (DMI), issued by Dodge Construction Network, improved 6.6% (2000=100) in December to 222.2 from the revised November reading of 208.3. In December, the commercial component of the DMI rose 8.4%, and the institutional component ticked up 2.7%. “One of the key construction storylines for 2022 was the return of enthusiasm and optimism in prospects for nonresidential growth,” stated Richard Br
Wealth Management
JANUARY 9, 2023
Laying the foundation for an organization that will support the family and its legacy requires commitment to a process and regularly revisiting fundamental decisions.
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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
Calculated Risk
JANUARY 9, 2023
From Manheim Consulting today: Wholesale Used-Vehicle Prices Increase in December Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) increased 0.8% in December from November. The Manheim Used Vehicle Value Index (MUVVI) rose to 219.3, down 14.9% from a year ago. This was the largest annualized decline in the series’ history.
Wealth Management
JANUARY 9, 2023
An architect from Gensler has created an algorithm aimed at figuring out which offices make the most sense to convert to residential, reports Insider. Blackstone lost a rent dispute at Stuyvesant Town-Peter Cooper Village in New York, according to The New York Times. These are among today’s must reads from around the commercial real estate industry.
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Wealth Management
JANUARY 9, 2023
Though the pace of rental increases has slowed, rents remain higher than before the pandemic while assistance programs are drying up, reports FiveThirtyEight. Apple has begun construction phase 2 of its $1 billion campus in Austin, Texas. These are among today’s must reads from around the commercial real estate industry.
Abnormal Returns
JANUARY 9, 2023
Markets There's no sign that options trading is slowing down. (wsj.com) The 10-year Treasury rates peaked back in the Fall. (axios.com) Finance Private equity managers are abusing their discretion when it comes to valuations. (institutionalinvestor.com) Goldman Sachs ($GS) is laying off thousands of workers this week. (thinkadvisor.com) Black founders in the U.S. raised about 1% of 2022 venture capital funding.
Wealth Management
JANUARY 9, 2023
What issues and developments are attorneys encountering as we head into 2023?
Calculated Risk
JANUARY 9, 2023
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. In 2022, U.S. railroads originated 11.98 million total carloads, down 0.3% (34,001 carloads) from 2021 and up 6.2% (697,444 carloads) over 2020. Since 1988, when our U.S. rail data begin, only 2020 had fewer total carloads than 2022. emphasis added Click on graph for larger image.
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.
Wealth Management
JANUARY 9, 2023
We asked dozens of advisors to share the creative questions they have found to be most successful in turning inquiries into insights and conversations into relationships.
The Big Picture
JANUARY 9, 2023
My back-to-work morning train WFH reads: • Economist Says His Indicator That Predicted Eight US Recessions Is Wrong This Year : Cambell Harvey’s work showed link between curve inversion and growth Strong labor demand, risk avoidance support US economy now. ( Bloomberg ). • Wall Street’s sleuth of bears is growing : Stocks kicked off the new year on a positive note, with the S&P 500 climbing 1.4% last week.
Wealth Management
JANUARY 9, 2023
Higher interest rates and a potential recession may already be priced into REIT stocks and strong balance sheets have them positioned to weather any coming storms.
Calculated Risk
JANUARY 9, 2023
From Matthew Graham at Mortgage News Daily: Decent Day Helps Legitimize Friday's Gains [W]hile there was arguably a small amount of push-back in the overnight session, it was quickly erased, and with minimal volatility to boot. This helps legitimize the levels achieved last Friday--especially with Treasury auctions on deck and another high risk event in the form of the CPI data on Thursday. [ 30 year fixed 6.14% ] emphasis added Tuesday: • At 6:00 AM ET, NFIB Small Business Optimism Index for De
Speaker: David Worrell, CFO, Author & Speaker
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.
Wealth Management
JANUARY 9, 2023
For an indication of how severe an economic downturn will be, look to household debt levels more than corporate debt, according to researchers. In the current environment, that gives some reason for optimism.
Abnormal Returns
JANUARY 9, 2023
Podcasts Austin Crites and Matt Henry talk with Kerry Potter McCormick about the evolving regulatory landscape for investment firms and the implications for investment professionals. (open.spotify.com) Brendan Frazier talks with Dan Allison about the challenges of getting clients to provide successful referrals. (podcasts.apple.com) Envestnet Envestnet's ($ENV) activist investor, Impactive Capital, is turning up the heat with a slate of board nominees.
Wealth Management
JANUARY 9, 2023
Practical advice to serve those types of clients.
Calculated Risk
JANUARY 9, 2023
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in December A brief excerpt: This is the second look at local markets in December. I’m tracking about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
Speaker: Erroll Amacker
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.
Wealth Management
JANUARY 9, 2023
The risks growing in the rental market are surprising because the turnaround has been so sudden.
Alpha Architect
JANUARY 9, 2023
Can the planet earth be saved by investors? Find out what the research says! Can Investors Save the Planet? Unlikely. was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
JANUARY 9, 2023
Natural gas stoves, which are used in about 40% of homes in the US, emit air pollutants such as nitrogen dioxide, carbon monoxide and fine particulate matter.
Trade Brains
JANUARY 9, 2023
debt free penny stocks under Rs 50: Investors are always on the lookout for penny stocks in the hope of multi-bagger gains. However, as much as the potential upside, a wise investor also protects her downside. One way to protect the downside is to go for debt-free stocks which will not go bust if earnings evaporate for a few quarters. In this article, we present you such top debt free penny stocks under Rs 50.
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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.
Wealth Management
JANUARY 9, 2023
RentCafe looks at U.S. markets that have benefited the most from new apartment construction over the past decade.
A Wealth of Common Sense
JANUARY 9, 2023
On today’s show, we are joined by Rodney Comegys, Head of Vanguards Equity Investment Group to discuss index fund investing with Vanguard. See here for more information and research on investing with Vanguard On today’s show, we discuss: Rodney’s background What it’s like to work at Vanguard The back-office work involved in low-cost indexing Debunking misconceptions about indexing Price discovery and.
Wealth Management
JANUARY 9, 2023
And almost one in six buy-to-let loans are floating deals, meaning payments are already rising as the Bank of England increases rates.
Clever Girl Finance
JANUARY 9, 2023
Curious about how having an accountability partner works? When you look at the entirety of human history, one thread weaves its way through everything: humans are most successful when we’re working together in groups. We aren’t meant to be working towards goals and struggling through our journeys alone, or even worse, pitted against one another. Instead, the ideal scenario for human success is to have a person (or multiple people) who are on our path with us, such as an accountability partner.
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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?
Wealth Management
JANUARY 9, 2023
Pruzan, the public face of the firm the investors and analysts, is leaving at the end of the month after 28 years at Morgan Stanley.
NAIFA Advisor Today
JANUARY 9, 2023
When Refine Wealth Strategies founders David J. Klein, CFP, CLU, ChFC, RICP ; Brian Kelly, CLU, ChFC, RICP, CASL ; and Larwin W. Kauffman CFP, CLU, ChFC , met in the early 2000s, they didn’t anticipate starting a business together. Fortunately, fate intervened—with a bit of help from 41-year NAIFA member Terry McTigue, CLU, ChFC , who recruited all three to Northwestern Mutual.
Wealth Management
JANUARY 9, 2023
Michael Tiedemann is hunting further deals after creating one of the largest publicly traded money managers catering to the super-rich.
Financial Symmetry
JANUARY 9, 2023
It is a New Year and time to give your finances a personal checkup! See the list of items below that should be done at the beginning of each year: 1. Set Financial Goals or Create A Financial Plan It … Continued. The post Be Sure to Check Your Financial Vital Signs in 2023, ep #181 appeared first on Financial Symmetry, Inc.
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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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