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From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately‐owned housing starts in November were at a seasonally adjusted annual rate of 1,427,000. This is 0.5 percent below the revised October estimate of 1,434,000 and is 16.4 percent below the November 2021 rate of 1,706,000. Single‐family housing starts in November were at a rate of 828,000; this is 4.1 percent below the revised October figure of 863,000.
Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Emily Rassam. Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. What's unique about Emily, though, is how after struggling for years at a position where responsibilities and pressure kept building (and kept deterring her from being present i
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
From CoreLogic: Annual US Single-Family Rent Price Growth Falls to Single Digits in October, CoreLogic Reports U.S. rental price growth slowed for the sixth straight month on an annual basis in October to 8.8% , the lowest rate of appreciation in more than a year but still three times higher than the pre-pandemic level. Despite the continued cooling, a shortage of available properties is keeping costs elevated, a trend that is partially fueling year-over-year gains in the lower-priced tier.
Industry observers say signs indicate this was a strategic decision by Schwab to invest in the RIA space, as a way to diversify its revenue amid margin compression.
Managed futures Why trend following works during changing macroeconomic environments. (mrzepczynski.blogspot.com) Managed futures work best during periods of market transition. (blogs.cfainstitute.org) Research What accounts for big stock price jumps? (papers.ssrn.com) Why 1/N diversification is hard to beat. (papers.ssrn.com) Diseconomies of scale in asset management are real.
Managed futures Why trend following works during changing macroeconomic environments. (mrzepczynski.blogspot.com) Managed futures work best during periods of market transition. (blogs.cfainstitute.org) Research What accounts for big stock price jumps? (papers.ssrn.com) Why 1/N diversification is hard to beat. (papers.ssrn.com) Diseconomies of scale in asset management are real.
Housing starts, permits, completions data from Census Department, chart by Mish. The Commerce Department's New Residential Construction Report shows housing starts were flat but single-family starts and permits were down hard in November. Building Permits Privately‐owned housing units authorized by building permits in November were at a seasonally adjusted annual rate of 1,342,000.
US dollar index monthly chart courtesy of StockCharts.com annotations by Mish. Yesterday, the Bank of Japan unexpectedly lifted its ceiling on 10-year government bonds from 0.25 percent to 0.50 percent. Japan 10-year bond yield courtesy of Trading Economics. The BOJ lifted the ceiling to stop an unwelcome slide in the yen. In response, bond yields also jumped in the US.
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.
ESG investing is not just for the 'woke.' We all have values that drive our decisions in life, influencing everything from the food we eat to the relationships we establish.
Think back to 2010. After you got done signing up for some new app called Instagram and finished 17 shows and movies about vampires, maybe you finished reading The Girl With the Dragon Tattoo trilogy. Once all that pop culture consumption was done, you would have needed some non-fiction to keep up with the intellectual crowd so you moved on to The Big Short by Michael Lewis.
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. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • 10:00 AM, Existing Home Sales for November from the National Association of Realtors (NAR). The consensus is for 4.20 million SAAR, down from 4.
Industry thought leaders share their ideas, action steps and new approaches for success in making wealth management a more diverse and welcoming industry.
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Consensus – “Consensus thinking isn’t necessarily wrong. Consensus thinking is just what’s already priced into the markets.” ►Opportunity – Six reasons why next year has the highest probabil.
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.
Final Trades: General Electric, DocuSign, Wynn Resorts & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Commercial Observer predicts more challenges for New York City’s office market in 2023. The Real Deal reviews the most outlandish real estate lawsuits of the year that played out in Southern California. These are among today’s must reads from around the commercial real estate industry.
Global The Bank of Japan has tweaked a policy causing a jump in the Yen. (cnbc.com) India's stock market is a positive outlier in 2022. (economist.com) Canada saw a rebound in maple syrup production in 2022. (ctvnews.ca) Strategy It's hard to blow up your account without leverage. (bestinterest.blog) The best strategy is often doing nothing. (onveston.substack.com) Companies How 'luxury conglomerate' LVMH keeps winning.
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.
Following a strong November, active funds were on pace to have their best year versus their benchmarks since 2017, with 45% outperforming, according to Bank of America.
Today, in the CalculatedRisk Real Estate Newsletter: November Housing Starts: Record Number of Housing Units Under Construction Excerpt: Possibly Important: Note the sharp decline in multi-family permits in November. This has been averaging close to 650,000 SAAR over the last 8 months and declined to 509,000 in November from 620,000 in October. This is a possible signal that the expected decline in multi-family starts will happen soon (although permits aren’t a perfect leading indicator for star
Some of the biggest US foundations held concentrated positions that have plunged even more than the stock market, at a time when nonprofits are concerned giving will slow.
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?
Researchers at the Federal Reserve Bank of Cleveland and the Bureau of Labor Statistics built a gauge that’s based only on the leases of tenants who recently moved in, and compared it with another that measures the average of rents for all tenants.
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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