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From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately?owned housing starts in July were at a seasonally adjusted annual rate of 1,446,000. This is 9.6 percent below the revised June estimate of 1,599,000 and is 8.1 percent below the July 2021 rate of 1,573,000. Single?family housing starts in July were at a rate of 916,000; this is 10.1 percent below the revised June figure of 1,019,000.
?. The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
My Two-for-Tuesday morning train WFH reads: • When is a Bear Market Over? Like many things in the market, there aren’t any hard and fast rules for this kind of thing, especially in real-time. ( A Wealth of Common Sense ) see also Countertrend? Typically, secular bull and bear markets are best identified after the fact – something that allows precision but is useless for investors.
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
Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah. Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.
Even as apartment rents rise, some nomads are returning to big cities for more stability. Many of them are growing older and finding that the lure of being a nomad is not always easy to reconcile with the demands of starting a family.
Even as apartment rents rise, some nomads are returning to big cities for more stability. Many of them are growing older and finding that the lure of being a nomad is not always easy to reconcile with the demands of starting a family.
Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah. Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.
Economic turmoil took a toll on savings in the first half of 2022 and that’s just the tip of the iceberg as many in the US lack employer-sponsored plans.
Today, in the CalculatedRisk Real Estate Newsletter: July Housing Starts: Units Under Construction Declined Slightly Excerpt: The fourth graph shows housing starts under construction, Seasonally Adjusted (SA). Red is single family units. Currently there are 816 thousand single family units under construction (SA). This is just below the previous three months, and 12 thousand below the peak in April and May.
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.
From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.90 million in July , down 4.3% from June’s preliminary pace and down 18.7% from last July’s seasonally adjusted pace.
I’m excited to share a new research paper with you all. It’s the first one I’ve published in 6 years and it’s one of the few things I’ve written that [ … ].
A full 50 percent of office visits globally were just once a week in the second quarter, up from 44 percent in the first quarter, according to data from Basking.io, a workplace-occupancy analytics company. At the same time, fewer people made the commute four to five days a week, especially in large cities.
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.
Final Trades: Goldman Sachs, Paramount, CrowdStrike & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
From the Fed: Industrial Production and Capacity Utilization In July, total industrial production increased 0.6 percent. Manufacturing output gained 0.7 percent after having fallen 0.4 percent in each of the two previous months. The production of motor vehicles and parts rose 6.6 percent, while factory output elsewhere moved up 0.3 percent. The index for mining increased 0.7 percent, while the index for utilities decreased 0.8 percent.
The accused hacked into more than 30 retail accounts at several U.S. brokerage firms to artificially pump up the price and trading volume of microcap stocks, according to the commission.
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.
Credit Earnings calls provide information for credit analysts as well. (papers.ssrn.com) On the performance of private credit. (institutionalinvestor.com) Portfolio management Alpha calculations don't matter if allocators ignore them. (blogs.cfainstitute.org) Does adding a trend filter to bonds matter in a portfolio context? (alphaarchitect.com) Why would anyone bet their money on this so-called 'anomaly'?
Economic turmoil took a toll on savings in the first half of 2022 and that’s just the tip of the iceberg as many in the US lack employer-sponsored plans.
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts Highlights, Lowlights, and insights from 1H 2022 On today’s show we discuss: Michael’s Instagram was hacked AQRs New Rules of Diversification JPMs Guide to the Markets Is labor hoarding causing the low layoff numbers? Empire State manufacturing survey Is America’s job market too good?
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.
As I’ve gotten older the part of pop culture where I’ve fallen behind the most is music. There aren’t many new artists I like so I mostly end up listening to older music. There could be a get-off-my-lawn nostalgia thing going on here but the data shows I’m not alone. Ted Gioia crunched the numbers and the results are astounding: Old songs now represent 70 percent of the U.S. music market, according.
Large investment firms are forming funds targeting power plants, telecom towers and data centers, reports The Wall Street Journal. An increasing number of homebuyers are pulling out of their contracts as they worry about rising mortgage rates, recession, according to CNBC. These are among today’s must reads from around the commercial real estate industry.
By Gary DeMoss People love the word “smart.” We have smart water, smart cars and smart phones, for example. We also tell clients that we want to be smart with their money, and we do it in a very specific way. For example, this is our 30-second smart statement when a client asks about fees: “So, Jim, first of all, thanks for asking about our cost. It’s important to me that we’re smart with your money.
Since 1926, equities have recovered more than half of a 10% or larger decline 79 times and only once, in March 1930, did they reach a new low before setting a new all-time peak.
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?
I am grateful for this book because I am less confused about sustainable investing, and I am inspired to learn more about the topic. I commend Larry and Sam’s work for being technically accurate and complete, while accessible to a reader who isn’t an expert on the subject and is looking to learn more. Book Review: Your Essential Guide to Sustainable Investing was originally published at Alpha Architect.
Every business starts with a founder who has a vision—a mental image of hopes and dreams—for the company's success. If the vision is not written down and used, over time, it gets lost in daily routines, life’s emergencies, and 60-hour-plus work weeks. A Business Vision Statement (BVS) answers these questions: What are you building? Where. The post Why Does Your Firm Need a Business Vision Statement?
We are moving right along, and that includes getting back to school! And before things get too hectic, we wanted to help you streamline your work and keep your marketing on track. From marketing tips to a social media content strategy and more, this roundup has it all! 1. Four Marketing Cornerstones for Advisors via Advisor Perspectives. As a financial advisor, building and growing a sustainable business requires developing a strong marketing foundation.
In a Nutshell: The word “empathy” makes many executives squirm. They dismiss it as the “touchy feely” stuff that weakens leaders and their organizations. But empathy expert Maria Ross has done the research. On this episode she explains why empathetic leaders have a big advantage when it comes to attracting and retaining top talent, as well as sticky customers who spread the word and drive growth.
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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