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Way back in 2006 I disagreed with some analysts on the outlook for the Inland Empire in California. I wrote : As the housing bubble unwinds, housing related employment will fall; and fall dramatically in areas like the Inland Empire. The more an area is dependent on housing, the larger the negative impact on the local economy will be. So I think some pundits have it backwards: Instead of a strong local economy keeping housing afloat, I think the bursting housing bubble will significantly impact
As portfolio performance becomes the top concern among clients, one in four have either thought about switching, or switched, financial advisors in the last three years, a YCharts survey found.
Today, in the Calculated Risk Real Estate Newsletter: Homebuilder Price Cuts A brief excerpt: A short note on homebuilder price cuts courtesy of Rick Palacios Jr., Director of Research at John Burns Real Estate Consulting (a must follow for housing on twitter!): From Palacios on Twitter : Nationally, just 16% of home builders haven't had to drop prices since the market peaked in March 2022.
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
Markets Market breadth has been historically positive. (quantifiableedges.com) 2022 in review with charts including the good times for cash and commodities. (bilello.blog) Rates Allocators can now meet goals with bonds and not rely so much on stocks. (wsj.com) Where do high-yield spreads stand today? (mailchi.mp) Strategy Unexpected things happen in the markets all the time.
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: ►Earnings – “Expect an in-line 4Q, but it’s earnings recession ex-Energy” ►Jamie Dimon’s Hurricane – “The U.S. economy currently remains strong with consumers still spending excess.
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: ►Earnings – “Expect an in-line 4Q, but it’s earnings recession ex-Energy” ►Jamie Dimon’s Hurricane – “The U.S. economy currently remains strong with consumers still spending excess.
WMRE asked Michael Osherovitz, FTI’s new head of its private client tax group, about the biggest issues facing HNW investors and family offices who have real estate holdings.
The rising cost of interest rate caps could precipitate some real estate investors who can no longer afford the hedges to sell their assets, reports The Wall Street Journal. Multi-Housing News has a special report on the state of affordable housing policy. These are among today’s must reads from around the commercial real estate industry.
From Matthew Graham at Mortgage News Daily: Old Range is New Again as Markets Wait For Mid-Tier Data By the middle of December, bond yields made a convincing move down from decades-long highs and settled in a sideways range on CPI/Fed week. We re-entered that same sideways range after last week's CPI (3.42-3.62 in 10yr yields), and now wait for a slew of mid-tier reports to see if they're up to the task of informing a new range breakout. [ 30 year fixed 6.17% ] emphasis added Wednesday: • At 7:0
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.
Most investors would probably like to move on and forget about 2022 when it comes to market performance. It was an all-time bad year for the markets. But there were some valuable lessons in the carnage. You learn more about yourself during a bear market than a bull market. This piece I wrote at Fortune delves into 5 lessons for investors from 2022. * Last year was one of the worst for financial markets in modern eco.
The illiquid nature of the asset class makes the demystifying of private equity returns difficult to achieve under any circumstances, but the framework presented in this article should move the reader closer to the goal. Expected Returns for Private Equity Will Probably Suck was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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.
Commercial Observer looks at why proptech VCs view multifamily as the most attractive sector to focus on right now. In 2022, China has experienced its first drop in real estate investment in more than 20 years, reports Reuters. These are among today’s must reads from around the commercial real estate industry.
Retirement How the rise of target-date funds affect the markets. (papers.ssrn.com) How Canadian pension funds manage money differently. (caia.org) Retirement participants who use managed accounts were the least likely to trade and the most likely to seek advice during the Covid period. (papers.ssrn.com) Research The illiquidity premium is theory not a 'law of nature.
Most people have never heard of a SIMPLE IRA and are curious to know the rules, limits and how it differs from a 401(k). A SIMPLE IRA sounds “simple” to setup but is it really that easy? And how does it compare to the 401k and other retirement plans that exist? We’ll answer that and more as we take a deep dive into the Simple IRA rules and limits.
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.
Do you love to crack open the spine of a new journal ? There are various ways to get into this hobby—dream journaling, gratitude journaling, book journaling. But have you heard of money journaling? Well, it can help you give your finances and your mindset a mega boost. And in this article, we will go over how exactly money journaling can work for you!
In a call detailing Morgan Stanley’s Q4 earnings, Chairman and CEO James Gorman said he expected the company’s wealth and investment management businesses to become a larger portion of the firm’s pre-tax profits.
The Consumer Price Index for Urban Consumers (CPI-U) released for December puts the year-over-year inflation rate at 6.45%. It is well above the 3.74% average since the end of the Second World War and above its 10-year moving average, now at 2.5%.
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.
This morning we got the latest Empire State Manufacturing Survey. The diffusion index for General Business Conditions at -32.9 was a decrease of 21.7 from the previous month's -11.2. This was the index's lowest reading since May 2020 and the fifth worst reading in survey history. The Investing.com forecast was for a reading of -8.7.
Today’s Animal Spirits is brought to you by American Century Investments: See here for more information on American Centuries Short Duration Strategic Income ETF On today’s show, we discuss: BlackRock vs. Goldman in the fight over 60/40 2023 was a record year for US dividends Neil Dutta and Conor Sen on the chances of a US soft landing New York manufacturing activity plunges to lowest since May 2020 Egg prices hav.
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?
A group of property funds for institutional investors ended last year with $20 billion in withdrawal requests, the biggest waiting line since the Great Recession, according to IDR Investment Management, which tracks an index of the open-end diversified core equity funds.
By Johan Fanggara, CFP I love architecture and interior design. It’s one of my most-watched genres on Netflix. In fact, I often position myself as a financial architect because I help young families design and build their financial foundations. Those words are purposefully chosen to describe a process and journey. Whenever a client decides to work with me, we build their dreams together, making sure they come to fruition.
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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