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My back-to-work morning train WFH reads: • How to Beat the Stock Market Without Even Lying : Stock funds have been pulling a switcheroo to make their returns look better: When they don’t measure up, they change how they measure. ( Wall Street Journal ). • Remote Work Is Sticking : About a third of all service work and just under 10% of manufacturing work in the region was being done remotely—a huge jump from 8% and 3%, respectively, before the pandemic. ( Liberty Street Economics ) see also Pizz
These indicators are mostly for travel and entertainment. It is interesting to watch these sectors recover as the pandemic subsides. Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of August 21st.
Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” Bloomberg Radio & Podcast Host, says he looks at the sell-off in the first half of 2022 as a “cyclical bear within a longer secular bull.” Cyclical Bear Within a Secular Bull: Ritholtz. Source: Bloomberg , August 19th, 2022. The post Cyclical Bear Within a Secular Bull appeared first on The Big Picture.
Sharing this chart from Guggenheim showing that the S&P 500’s bear market bounce literally stopped on a dime and was turned away at the 200-day moving average. It’s almost too perfect. We manage our tactical portfolio based on technically-oriented rules not because it always works (it doesn’t!) but because it eliminates feelings like fear or fear of missing out from the decision-making process.
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
Inventory is still increasing, but the inventory build has slowed over the last month. Still, inventory is increasing faster than in 2019 at this time of year. Here are the same week inventory changes for the last four years: 2022: +1.3K 2021: +9.4K 2020: -8.2K 2019: -5.6K Inventory bottomed seasonally at the beginning of March 2022 and is now up 129% since then.
As interest rates rise and the outlook for the economy at large remains uncertain, CRE investors who depend on debt have had to reassess their strategies. That’s impacting the property types they might consider for acquisition.
As interest rates rise and the outlook for the economy at large remains uncertain, CRE investors who depend on debt have had to reassess their strategies. That’s impacting the property types they might consider for acquisition.
Cash tends to exist at the forefront of individuals' day-to-day lives for many reasons: as a stable savings vehicle for near-term goals, a safety net for unforeseen emergency expenses, and, of course, to pay for daily living expenses, just to name a few. And this nearness to daily life means that cash - and how it is used - is also often at the forefront of individuals' minds.
Cash tends to exist at the forefront of individuals' day-to-day lives for many reasons: as a stable savings vehicle for near-term goals, a safety net for unforeseen emergency expenses, and, of course, to pay for daily living expenses, just to name a few. And this nearness to daily life means that cash - and how it is used - is also often at the forefront of individuals' minds.
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.
Michael and I will be appearing at MarketWatch’s Best New Ideas in Money Festival in mid-September. We’re taping a live episode of our podcast, The Compound and Friends, and the audience gets to hang out and be a part of it. Duncan, John and Nicole will be there too. If you’re a fan and want to be in the room, below is how you can make it happen!
Did a now-defunct IBD avoid FINRA financial judgements by transferring brokers and clients to another firm? Both PIABA and the FSI are weighing in on a case currently brewing in Georgia's federal appeals court.
We estimate that passive investors held at least 37.8% of the US stock market in 2020. This estimate is based on the closing volumes of index additions and deletions on reconstitution days. 37.8% is more than double the widely accepted previous value of 15%, which represents the combined holdings of all index funds. What’s more, 37.8% is a lower bound.
Gothamist looks at how New York City landlords manage to raise rents at regulated apartments by using a gray area in the law. Net lease investment sales are set to surpass last year’s figures. These are among today’s must reads from around the commercial real estate industry.
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.
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in July A brief excerpt: And a table of July sales. Sales in these areas were down 22.8% YoY, Not Seasonally Adjusted (NSA). Contracts for sales in July were mostly signed in May and June, and we are seeing the impact of higher mortgage rates on July closings. In June, all local markets I track were down 15.9% YoY, NSA.
A group of Apple workers is pushing back against the company’s recent mandate for employees to return to offices three days a week, reports Insider. Movie theaters are expecting slow business for the fall movie season, according to The Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.
Podcasts Matt Halloran talks with Meg Bartlet of Flow Financial Planning about her content strategy. (proudmouth.com) Daniel Crosby talks financial literacy with Alex Chalekian, CEO of Lake Avenue Financial. (standarddeviationspod.com) Brendan Frazier talks with Mary Schmid about building trust with clients. (wiredplanning.com) Dan Graham talks with Thomas Kopelman of All Street Wealth about using social media.
Newmark's Lisa DeNight and Kyle S. Roberts discuss how the time it is taking to build new industrial facilities has lengthened along with other major trends from the logistics real estate segment.
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.
Looking for Zoom interview tips? Everyone wants to do their best when trying to get a new job, so keep reading for ideas! If you recently got an invitation for a job interview , there's a chance that it won’t be in person. Interviews are one of the many things that companies may conduct virtually. Although in-person interviews aren’t quite a thing of the past, Zoom meetings as virtual interviews are very popular.
By David Nelson, CFA CMT. Wall Street has always had a passion for animals. Throughout history market and monetary policy sentiment has been represented by all sorts of creatures including bulls, bears, doves, hawks and of course the dreaded black swan. This year the zoo animals have been particularly active. At the start of the year hawks and bears ran the show as climbing interest rates sent investors scrambling for shelter from a monetary sh*t storm that at the lows wiped out close to $14 Tri
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.
Thoughts. The momentum of the strong market recovery is showing signs of stalling, with last week breaking a four-week winning streak for the S&P 500® Index, reminding investors of the headwinds that remain. The Index approached the technically important 200-day moving average and could not breach it. While the 15% bounce since mid-June has been impressive, there is concern that it was led by a group of high beta, low quality, highly shorted stocks that has hints of the “meme stock” mania of
What if you could take action now so that you have significantly more tax-free savings to utilize in retirement? On this episode of Financial Symmetry, we’ll take a look at an often misunderstood tax planning opportunity. The Roth conversion is … Continued. The post Roth Conversion by the Decades, Ep #171 appeared first on Financial Symmetry, Inc.
Although grocery stores have anchored strip malls for decades, traditional supermarkets and groceries haven’t been a dominant presence at indoor US malls.
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?
6.5 MIN READ. Inflation has become one of the dirtiest words of the year. We feel it at the pump, at the grocery store, and we feel it within our firms. But in the lead-up to some of the highest inflation rates we have seen in many members’ lifetimes, there is an opportunity for strategic adjustments within your firm that can lead to more innovation, higher profitability, and more inclusion.
Availability was close to 31 million sq. ft. in August 2022, according to real estate data fir CoStar. The last time there was close to this much empty space, office values plunged, causing billions in commercial real estate loans to sour.
Episode #438: Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked Guest: Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. Campbell R. Harvey is the Head of Research at Research […].
Presented by Cornerstone Financial Advisory . Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading. The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index declined 2.62% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, fell 0.88%. 1,2,3.
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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