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The Federal Reserve released the Q2 2024 Flow of Funds report today: Financial Accounts of the United States. The net worth of households and nonprofits rose to $163.8 trillion during the second quarter of 2024. The value of directly and indirectly held corporate equities increased $0.7 trillion and the value of real estate increased $1.8 trillion. Household debt increased 3.2 percent at an annual rate in the second quarter of 2024.
Today, in the Real Estate Newsletter: The "Home ATM" Mostly Closed in Q2 Excerpt: During the housing bubble, many homeowners borrowed heavily against their perceived home equity - jokingly calling it the “Home ATM” - and this contributed to the subsequent housing bust, since so many homeowners had negative equity in their homes when house prices declined.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Books An excerpt from Tim Harford’s book, “The Undercover Economist Strikes Back.” (on.ft.com) A Q&A with Alison Fragle author of "Likeable Badass: How Women Get the Success They Deserve." (annieduke.substack.com) AI Why AI really could disrupt work. (danielmiessler.com) Just how transformational is AI in the big picture? (thezvi.substack.com) 11 predictions about AI including 'AI will create more disruption than profit.
The firm, co-founded by serial entrepreneur Judd Mackrill, seeks to fill RIA firms' need for business intelligence, data consolidation and integration.
From CoreLogic: CoreLogic: US Homeowners See Equity Gains Continue to Climb, but at a Slower Pace in Q2 CoreLogic®. today released the Homeowner Equity Report (HER) for the second quarter of 2024. The report shows that U.S. homeowners with mortgages (which account for roughly 62% of all properties) saw home equity increase by 8.0% year over year, representing a collective gain of $1.3 trillion and an average increase of $25,000 per borrower since the second quarter of 2023, bringing the total
From CoreLogic: CoreLogic: US Homeowners See Equity Gains Continue to Climb, but at a Slower Pace in Q2 CoreLogic®. today released the Homeowner Equity Report (HER) for the second quarter of 2024. The report shows that U.S. homeowners with mortgages (which account for roughly 62% of all properties) saw home equity increase by 8.0% year over year, representing a collective gain of $1.3 trillion and an average increase of $25,000 per borrower since the second quarter of 2023, bringing the total
The DOL reported : In the week ending September 7, the advance figure for seasonally adjusted initial claims was 230,000 , an increase of 2,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 227,000 to 228,000. The 4-week moving average was 230,750, an increase of 500 from the previous week's revised average.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 10:00 AM: University of Michigan's Consumer sentiment index (Preliminary for September).
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
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What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For August, Realtor.com reported inventory was up 5.8% YoY, but still down 26.4% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 33.4% YoY. Realtor.com has monthly and weekly data on the existing home market.
Our resident estate expert, Taylor Hollis, joined me on the show this week to discuss questions about CD rates, how trusts work, how to protect your finances from an illness in the family and paying off student loans with a 401k loan. Further Reading: How Individual Retirement Accounts Changed the Stock Market Forever 1Assets did fall and then stagnated coming out of the Great Financial Crisis but that was a period with.
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The semiconductor industry has been playing a crucial role in driving technological advancements in India. As the demand for electronic devices surged, companies were continuously innovating to meet this need. This sector not only supports the growth of various industries but also aims to reduce India’s reliance on semiconductor imports. By promoting local manufacturing capabilities, the semiconductor industry is paving the way for economic growth and technological self-sufficiency in Indi
In the week ending September 7th, initial jobless claims were at a seasonally adjusted level of 230,000. This represents an increase of 2,000 from the previous week's figure and is worse than the 227,000 economists were expecting.
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.
Interest rates are expected to drop soon, and this shift presents both opportunities and challenges for savers, investors, and anyone managing debt. As we face these changes, it’s crucial to be proactive in how you approach your financial strategy. From locking in high yields on savings accounts to refinancing loans and adjusting your investment portfolio, there are steps you can take today to maximize the benefits of lower rates.
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.
Recent political turmoil in Bangladesh, marked by violent protests over job quotas, has sent shockwaves through the South Asian textile industry. This upheaval not only poses security risks in India’s neighborhood but also creates significant implications for Indian companies, particularly those in the textile sector. The resulting “Bangladesh+1” strategy adopted by global brands opens new avenues for Indian textile exporters, potentially reshaping the regional industry landsca
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Jason Diamond and Mindy Diamond discuss her new book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their business.
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Initial Public Offerings (IPOs) in India often draw immense interest from retail and institutional investors alike. With the opportunity to participate in the growth stories of some of the country’s largest companies, IPOs have become a key entry point for investors looking to maximize returns. Over the years, a few IPOs have made history by attracting massive numbers of applicants, reflecting the high confidence and expectations from both retail and institutional investors.
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