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From the Department of Commerce reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $61.5 billion in November , down $16.3 billion from $77.8 billion in October, revised. November exports were $251.9 billion, $5.1 billion less than October exports. November imports were $313.4 billion, $21.5 billion less than October imports emphasis added Click on graph for larger image.
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
My early morning train WFH reads: • Get Ready for the Richcession : Well-off Americans could get hurt more than usual in the next downturn ( Wall Street Journal ). • Why Markets Were Down in 2022 : there was also an Occum’s razor answer for the losses in financial markets in 2022. Sometimes the reason asset prices fall is because they went up too much in the first place. ( Wealth of Common Sense ) see also Observations to Start 2023 : From 2010 through 2021, The S&P500 Index gained 330% — a
While cryptocurrencies have experienced recent collapses, the underlying blockchain technology still has immense potential to propel the modern innovation of finance.
Books An excerpt from Sheila Liming’s forthcoming book, "Hanging Out: The Radical Power of Killing Time." (theatlantic.com) An excerpt from Dacher Keltner’s new book, "Awe: The New Science of Everyday Wonder and How It Can Transform Your Life." (theatlantic.com) Society Americans are spending more time and money on pets. (washingtonpost.com) There seems to be a marked shift in attitudes toward work for younger generations.
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Books An excerpt from Sheila Liming’s forthcoming book, "Hanging Out: The Radical Power of Killing Time." (theatlantic.com) An excerpt from Dacher Keltner’s new book, "Awe: The New Science of Everyday Wonder and How It Can Transform Your Life." (theatlantic.com) Society Americans are spending more time and money on pets. (washingtonpost.com) There seems to be a marked shift in attitudes toward work for younger generations.
Today, in the Calculated Risk Real Estate Newsletter: Rents Continue to Decline More than Seasonally Normal A brief excerpt: OER and rent of primary residence have mostly moved together. The Zillow index started in 2014, the ApartmentList index started in 2017, and CoreLogic in 2004. Here is a graph of the year-over-year (YoY) change for these measures since January 2015.
Multi-Housing News analyzes how rent control fights are breaking out across the U.S. The pace of warehouse lease signing slowed considerably at the end of 2022, according to Cushman & Wakefield data. These are among today’s must reads from around the commercial real estate industry.
The DOL reported : In the week ending December 31, the advance figure for seasonally adjusted initial claims was 204,000 , a decrease of 19,000 from the previous week's revised level. The previous week's level was revised down by 2,000 from 225,000 to 223,000. The 4-week moving average was 213,750, a decrease of 6,750 from the previous week's revised average.
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.
On Friday at 8:30 AM ET, the BLS will release the employment report for December. The consensus is for 200,000 jobs added, and for the unemployment rate to be unchanged at 3.7%. There were 263,000 jobs added in November, and the unemployment rate was at 3.7%. Click on graph for larger image. • First, as of November there were 1.044 million more jobs than in February 2020 (the month before the pandemic).
A few brief excerpts from a note by Goldman Sachs economist Spencer Hill: We estimate nonfarm payrolls rose by 225k in December (mom sa). We estimate the unemployment rate was unchanged at 3.7%. We estimate a 0.35% increase in average hourly earnings (mom sa) that lowers the year-on-year rate to 4.
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.
From ADP: ADP National Employment Report: Private Sector Employment Increased by 235,000 Jobs in December; Annual Pay was Up 7.3% Private sector employment increased by 235,000 jobs in December and annual pay was up 7.3 percent year-over-year, according to the December ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
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.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Employment Report for November. The consensus is for 200,000 jobs added, and for the unemployment rate to be unchanged at 3.7%. • At 10:00 AM, the ISM Services Index for December.
After 2022’s stomach-churning roller-coaster ride, we clearly need to be reminded of the most basic rule in finance — the one investors forget most often.
Markets The era of global negative-yielding debt is now in the rearview mirror. (finance.yahoo.com) It's hard to much in the way of good news from bond fund performance in 2022. (morningstar.com) The great global unwind happened without all that much drama. (ft.com) Strategy Mean reversion doesn't operate on a set schedule. (awealthofcommonsense.com) Why the deflation of the Tesla ($TSLA) bubble is unique.
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.
Public and private real estate investments present a compelling opportunity in the current environment of high inflation and rising interest rates, according to Daniel Scher and Blair Schmicker from Franklin Equity Group.
A reader asks: Laid off twice, once in 2015, again in 2020 due to Covid. 5 jobs since then, currently VP of Sales at a logistics company. I’ve got about 5 months of household income saved, and for a few years it sat in my Vanguard Brokerage account, earning zero in their stable value fund. Stupid? Maybe, but it was safe. So, where do you recommend people put their funds specifically designated as “Emergency Fu.
Top EV Stocks in India: When it comes to transport, new technologies just keep popping up around the world. These alternative technologies in transport are mainly based around electric vehicles with many companies jumping on the bandwagon to get some traction before the industry gets a radical shift away from traditional fossil fuels. This change can also be seen as a catchup that existing companies are trying to play in the electric vehicle (EV) segment with companies like Tesla and the bars se
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?
In spite of the widespread popularity of trend-following investing, little is still known about optimal trend-following with transaction costs. Optimal Trend Following with Transaction Costs was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
By Adam Thomas Rex, CFP, AIF Ownership is a theme that we implemented right before COVID. We have an office manager, and one of the things we have really pushed is the idea of, “Hey, you own the marketing process. You own the review process. You own all of these areas.” And our job is to help guide and direct but not overstep our bounds.
Economist Campbell Harvey has had a winning track record since he showed in his dissertation at the University of Chicago decades ago that the shape of the bond yield curve was linked to the path of US economic activity.
According to the YCharts Client Communication Survey , email is the preferred communication channel for the majority of clients, and frequency and style of communication are essential to client retention. So, how often should financial advisors email their clients? And what should they be sending? The Importance of Sending Frequent Emails. There’s no doubt that email plays an important role in a financial advisor’s marketing strategy.
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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