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Notes: This CoreLogic House Price Index report is for February. The recent Case-Shiller index release was for January. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: US Annual Home Price Growth Continues Single-Digit Slide in February, CoreLogic Reports CoreLogic®. today released the CoreLogic Home Price Index (HPI™) and HPI Forecast™ for February 2023.
Today, in the Calculated Risk Real Estate Newsletter: Moody's: Multifamily Demand "Softened notably over the past few quarters" A brief excerpt: The big story here is that demand for apartments has softened recently, rents are falling in some areas, and there are a large number of apartments currently under construction that are expected to be delivered this year.
Rising CMBS delinquencies and potential defaults continued to dominate headlines. The real estate industry is not doing enough to cut down on carbon emissions, reported Bisnow. These are among today’s must reads from around the commercial real estate industry.
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 Moody’s Analytics Senior Economist Lu Chen and economist Nick Luettke: Apartment temporarily oversupplied, Office approaching peak of vacancy, and Retail remained flat Demand for office space extended its downward trend in Q1 as companies adjusted to uniquely designed hybrid models and strategically consolidated real estate space to improve operating margins.
International AQR on the case for emerging market equities. (institutionalinvestor.com) It's hard to get past the difference in valuation between European and U.S. stocks. (mailchi.mp) U.S. stocks are not the only game in town. (mebfaber.com) Skewness Why commodity returns are skewed negatively. (mrzepczynski.blogspot.com) Why skew matters when it comes to building trading strategies.
International AQR on the case for emerging market equities. (institutionalinvestor.com) It's hard to get past the difference in valuation between European and U.S. stocks. (mailchi.mp) U.S. stocks are not the only game in town. (mebfaber.com) Skewness Why commodity returns are skewed negatively. (mrzepczynski.blogspot.com) Why skew matters when it comes to building trading strategies.
From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 9.9 million on the last business day of February , the U.S. Bureau of Labor Statistics reported today. Over the month, the number of hires and total separations changed little at 6.2 million and 5.8 million, respectively. Within separations, quits (4.0 million) edged up, while layoffs and discharges (1.5 million) decreased. emphasis added The following graph shows job openings (black line), hires (dark
The BEA released their estimate of vehicle sales for March this morning. This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the March 2023 seasonally adjusted annual sales rate (SAAR). Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new all-time high of 570 thousand SAAR in April 2019.
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.
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: ►Inflation Cooling – “Excluding food and energy, the Fed’s preferred inflation gauge — the personal consumption expenditures price index — rose 0.3% in February after the prior month was revised down.
Cambridge's Jeff Vivacqua describes how RIA leaders can create processes and guidelines that will generate repeatable growth through M&A and organic strategies.
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. • At 8:15 AM, The ADP Employment Report for March. This report is for private payrolls only (no government). The consensus is for 200,000 payroll jobs added in March, down from 242,000 added in February. • At 8:30 AM, Trade Balance report for February from the Census Bureau.
Welcome to the 327th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Marc Horner. Marc is the Founder of Fairhaven Wealth Management, an independent RIA based in Wheaton, Illinois, that oversees more than $1 billion in assets under management for 450 client households. What's unique about Marc, though, is the way he's been able to market and differentiate his firm by drawing upon his years of wirehouse experience to create a distinctly un-wirehouse brand…
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.
In this study, the impact of the FTX collapse and bankruptcy is investigated across global financial markets. How Did the FTX collapse Affect Traditional Assets? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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.
During the three-year period spanning 2020 to 2022, Signature Bank issued $13.4 billion in loans on New York City buildings, according to property research company PincusCo. No other bank issued more commercial mortgages in the city.
By Joseph Tan, ChFC, CLU When we go into an appointment, we say, “The quality of my advice depends on the quality of the information you give me. If I’m going to do a global risk management project for your finance s , you ’ve got to tell me everything.” I invented a software ; w e have 300 formulas working at the same time. I tell the person, “If you tell me something that’s not accurate, for example how much money you have in the bank or how much stock you ha
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?
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 4-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here! Reverse Mortgages! Hosted by: Cynthia Flannigan , CFP ® Guest commentator: Homa Rassouli Reverse Mortgage Specialist, Mutual of Omaha As a homeowner, you are building equity in your home.
As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion is set to be passed to younger generations over the next two decades. 1 But have you been putting any effort into ensuring you will continue to work with the heirs of this wealth when your older clients hand it over? While your clients may spend time and money to get their estate properly organized, there are additional steps financial professionals can take to help them 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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