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The post The Importance of Delegating Financial Decisions to a Professional appeared first on Yardley Wealth Management, LLC. The Importance of Delegating Financial Decisions to a Professional Introduction: Managing your finances effectively is essential for achieving your long-term goals and securing your financial future. However, as life gets busier and financial matters become increasingly complex, it can be challenging to stay on top of everything.
Statistics Comparing the Sharpe and Sortino ratios. (caia.org) Correlations, 101. (clearerthinking.org) Research How identifying economic regimes can help in portfolio allocation. (alphaarchitect.com) What investors get wrong about high quality stocks. (caia.org) You don't need individual securities to get the benefits of tax loss harvesting. (advisorperspectives.com) A review of historical private equity performance.
TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
Strategy Investors have won the war on fees. Then there's risk. (wealthmanagement.com) The shorter the time horizon, the more that has to go right. (behaviouralinvestment.com) Why it's hard to be a real contrarian. (riskofruinpod.substack.com) Crypto You can now trade options on BlackRock’s iShares Bitcoin Trust ($IBIT). (etf.com) Is MicroStrategy ($MSTR) any good at timing Bitcoin purchases?
S&P/Case-Shiller released the monthly Home Price Indices for July ("July" is a 3-month average of May, June and July 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 All-Time Highs Continue in July 2024 The S&P CoreLogic Case-Shiller U.S.
S&P/Case-Shiller released the monthly Home Price Indices for July ("July" is a 3-month average of May, June and July 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 All-Time Highs Continue in July 2024 The S&P CoreLogic Case-Shiller U.S.
According to SEC Enforcement Director Gurbir Grewal, Qatalyst Partners did not have to pay a monetary penalty because it self-reported the results of its investigation.
Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust.
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 5.0% year-over-year in July Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for July ("July" is a 3-month average of May, June and July closing prices). July closing prices include some contracts signed in March, so there is a significant lag to this data.
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
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 10:00 AM: New Home Sales for August from the Census Bureau. The consensus is for 700 thousand SAAR, down from 739 thousand in July.
ETFs continue to gain fund flows at the expense of mutual funds, according to the latest data from Morningstar. BlackRock’s Larry Fink sees a massive opportunity in using private indexes to build ETFs and other funds, but it’s still unclear how, reports Reuters. These are among the investment must reads we found this week for wealth advisors.
Gallup has a poll that asks Americans what income strata they belong in. The results are relatively stable over the past 20+ years: Most people say middle class while very few people think they are upper class. The Pew Research Center has a new tool that allows you to enter your income and see where it is you fit both nationally and locally. Their numbers show the Gallup poll is right on the money as far as middle-class.
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Revolut Invest will offer nearly 5,000 assets on debut, including US and European stocks, exchange-traded funds, commodities and bonds, as well as new products such as contracts for difference.
MassMutual Head of Annuity Distribution Matt DiGangi recently sat down with VettaFi to discuss the increasing demand he is seeing for annuities, and how MassMutual has sought to meet client investor needs.
By Bryce Sanders If you’re giving clients and prospects too many choices, they may freeze and not make any decisions because they don’t understand the differences in the choices. They then may pick none, meaning there is no sale. To overcome this, simplify the process for clients. How it works Suppose a prospect came to you and said, “I sold my house, and I need income.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Today’s Talk Your Book is sponsored by Benefit Street Partners: On today’s show, we spoke with Richard Byrne, President of Benefit Street Partners to discuss private real estate debt investing. On today’s show, we discuss: An update on the commercial real estate crisis Price discovery of office buildings within commercial real estate How interest rates affect private debt deals What separates one asse.
TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.
The Conference Board's Consumer Confidence Index® fell in September after notching a six-month high in August. The index declined to 98.7 this month from August's upwardly revised 105.6. This month's reading was worse than expected, falling short of the 103.9 forecast.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
The ability of color to persuade has long been a focal point of research. In the late 1970s, researchers from the University of California at Berkeley conducted a study within the California prison system. Prison guards were asked to curl dumbbell weights. The subjects did as many repetitions as possible.
What is Spaving? I got home from my weekly grocery shopping trip and my daughter asks me in that “all knowing teenager” look “Mom, why did you buy 2 cantaloupes when it’s just us?” At the time, it seemed like a great deal; It was summer, and I know how much she loves this fruit. The store was having a sale, “buy one get a second one half off”, so I was happy to scoop up a second one to have for the week.
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
Retirement, a phase many of us anticipate for a long time, comes with its own set of financial intricacies. Specifically, how do you effectively withdraw funds from your savings to ensure a comfortable, sustainable, and tax-efficient lifestyle? A well-crafted retirement … Continued The post How to Avoid Common Pitfalls in Your Retirement Withdrawal Strategy, Ep #225 appeared first on Financial Symmetry, Inc.
After more than six months of indicating that it lacked conviction regarding the path of inflation, the Federal Reserve (Fed) seems to have gotten a conviction boost so large that it pushed it to lower the federal funds rate by 50 basis points at the September Federal Open Market Committee (FOMC) meeting.
Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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