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S&P/Case-Shiller released the monthly Home Price Indices for June ("June" is a 3-month average of April, May and June closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P: S&P Corelogic Case-Shiller Index Decelerated in June The S&P CoreLogic Case-Shiller U.S.
Source: AgWeb. If you are interested (as I am) in Real Estate , then allow me to suggest you consider exploring the world of Farmland. It is something I have done for a while, and it is a fascinating rabbit hole to fall into. Not so much as an investor, but as someone interested in how agriculture works (but yes, there is an investor angle here as well).
Note: I like using Las Vegas as a measure of recovery for both leisure (visitors) and business (conventions). From the Las Vegas Visitor Authority: July 2022 Las Vegas Visitor Statistics July saw the highest monthly visitation since the start of the pandemic, reaching nearly 3.5M visitors for the month, up 5.7% YoY and just 5.3% below the July 2019 tally.
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 Calculated Risk Real Estate Newsletter: Case-Shiller National House Price Index "Decelerated" to 18.0% year-over-year increase in June Excerpt: Both the Case-Shiller House Price Index (HPI) and the Federal Housing Finance Agency (FHFA) HPI for June were released today. Here is a graph of the month-over-month (MoM) change in the Case-Shiller National Index Seasonally Adjusted (SA).
Welcome back to the 296th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ed Coambs. Ed is the founder of Healthy Love & Money, a financial therapy practice in Charlotte, North Carolina that helps couples and families uncover and understand the roots of their underlying financial conflicts. What's unique about Ed, though, is how as a former financial advisor turned financial therapist, he utilizes couples therapy techniques to help his clients dig deeper int
Welcome back to the 296th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ed Coambs. Ed is the founder of Healthy Love & Money, a financial therapy practice in Charlotte, North Carolina that helps couples and families uncover and understand the roots of their underlying financial conflicts. What's unique about Ed, though, is how as a former financial advisor turned financial therapist, he utilizes couples therapy techniques to help his clients dig deeper int
From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 11.2 million on the last business day of July, the U.S. Bureau of Labor Statistics reported today. Hires and total separations were little changed at 6.4 million and 5.9 million, respectively. Within separations, quits (4.2 million) and layoffs and discharges (1.4 million) were little changed. emphasis added The following graph shows job openings (yellow line), hires (dark blue), Layoff, Discha
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: ?200-Day Moving Average – S&P 500 Days Below 200-Day MA. ?Shorts Fired Up – Highest short S&P 500 futures activity since summer 2020. ?
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.
WealthManagement.com’s latest research study offers detailed perspective on which alternatives are the most popular, what factors prompt investor interest – and what factors provoke caution.
Final Trades: Uber, Industrials, Edison International & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
The combined firm, operating under the Curo Private Wealth brand, oversees $460 million in assets and provides Bluespring with a D.C. hub that it can continue to build out.
ESG Historically good companies to work for have been good investments. (advisorperspectives.com) How financial markets respond to climate risks. (alphaarchitect.com) Why ESG ratings are no way to run a portfolio. (ft.com) Stock markets in autocratic countries experience lower returns and more risk. (evidenceinvestor.com) Research How time horizon affects your choice of factors.
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.
The North American Securities Administrators Association might step up restrictions on small-time investors in real estate funds, reports The Wall Street Journal. First Solar plans a new manufacturing plant in Southeastern U.S., according to CNBC.
Markets The S&P 500 has been below its 200 day moving average for awhile now. (theirrelevantinvestor.com) The U.S. farmland bull market continues apace. (ritholtz.com) The price of the Bloomberg terminal is increasing to nearly $30,000 a year. (on.ft.com) Sequence of returns It's not just retirees that face sequence of returns risk. (morningstar.com) Flexibility is important in dealing with sequence of returns risk.
We are about a month away from March for the Fallen (#MFTF). March for the Fallen 2022: Detailed Logistics Outline and What to Expect was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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.
Fund managers have been changing the benchmarks they compared themselves to in order to make their past returns appear better than they really are, reports an article by Jason Zweig in The Wall Street Journal. A research study from Kevin Mullally of the University of Central Florida and Andrea Rossi of the University of Arizona found that 37% of all stock mutual funds in the U.S. made this kind of switch between 2006 and 2018.
There are lots of ways to spend an inheritance. But just because you have options, doesn’t mean they’re all good options. After receiving an inheritance from a loved one, heirs will often wonder: what’s the best thing to do with the money? As you consider what approach is right for your situation, consider these options for managing a large inheritance.
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.
Weakening demand is shrinking an imbalance with housing supply and likely means that price growth will slow sharply over coming quarters, economists led by Jan Hatzius said in a research note on Tuesday.
Investors got used to spending a lot of time near all-time highs over the last decade. There have been dips and corrections and a couple of bear markets, but all of them were quickly erased. The V-shaped recovery was something investors could hang their hats on. Well, as the saying goes, we’re not in Kansas anymore. It really is different this time.
By Matt Pais, MDRT Content Specialist With seven advisors and six support staff in the office, Carrie Rae Mullins recognizes how essential it is to get some space – away from client meetings, operations questions and more – for strategic planning. So since 2019 the three-year MDRT member from Tigard, Oregon, USA, and her business partner, Sara, have spent two days twice a year at a resort or hotel, utilizing a pre-made agenda and accomplishing as much as possible in their window of time.
If you are a homeowner, at one point or the other during the life of your mortgage, you may find yourself thinking, "is now a good time to refinance my mortgage?" The promise to save yourself thousands in payments is definitely tempting, especially when interest rates are low. But when should you refinance your mortgage, and do you really need to? Low-interest rate environments make refinancing an attractive opportunity for some.
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?
Historically, financial advisors have relied on word of mouth and cold-calling to generate new leads and grow their business, but consumer preferences have changed. Today’s consumers generally don’t respond well—if at all—to cold calls, and online business reviews have become the new word of mouth.
Fed Chair Jerome Powell is serious about bringing down inflation: Restoring price stability will take some time and requires using our tools forcefully to bring demand and supply into better balance. Reducing inflation is likely to require a sustained period of below-trend growth. Moreover, there will very likely be some softening of labor market conditions.
You might have heard that a car loses most of its value the moment you drive off the lot. But that’s not the only type of buy that lessens in value over time. The concepts of amortization vs depreciation are a little nuanced but really important as you decide how to spend your money. You should keep an eye on both amortization and depreciation because although they are "non-cash" expenses they can cost you a lot of your earnings.
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts research on which leading indicators best predict market declines. On today’s show we discuss: A Wealth of Common Sense on student loan forgiveness Powells speech Laid-off workers quickly find jobs Want a lower mortgage rate? Take someone else’s loan NVDA earnings DLTR earnings TOL earnings Record sale for Mickey Mantle card Rich p.
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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