This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
S&P/Case-Shiller released the monthly Home Price Indices for June ("June" is a 3-month average of April, May and June 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 Decelerated in June The S&P CoreLogic Case-Shiller U.S.
Source: AgWeb. If you are interested (as I am) in Real Estate , then allow me to suggest you consider exploring the world of Farmland. It is something I have done for a while, and it is a fascinating rabbit hole to fall into. Not so much as an investor, but as someone interested in how agriculture works (but yes, there is an investor angle here as well).
Is this chart going up or down? It’s not a trick question. Just look at it and tell me what primary the trend is. You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.
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
Note: I like using Las Vegas as a measure of recovery for both leisure (visitors) and business (conventions). From the Las Vegas Visitor Authority: July 2022 Las Vegas Visitor Statistics July saw the highest monthly visitation since the start of the pandemic, reaching nearly 3.5M visitors for the month, up 5.7% YoY and just 5.3% below the July 2019 tally.
First Half 2022, NBER Edition. The debate between the official NBER determination of a recession and the 2Qs approach has been endlessly discussed. Rather than spill more pixels on this, I will instead direct you to the Menzie Chin chart above (hat tip Invictus ). You can see why the NBER does not rely on GDP (pink line) alone; GDP was slightly negative, while Manufacturing and Trade Sales were more negative.
I like the way Ari Wald at Oppenheimer frames the current technical set-up for the S&P 500. Now we’re caught between the declining 200-day and the rising 50-day – the latter might be the next major pivot point for short-term traders and for general sentiment depending on what happens if and when we get there: Here’s Ari: A Bullish Base vs. a Resuming Bear The S&P 500’s rejection from its 200-d.
I like the way Ari Wald at Oppenheimer frames the current technical set-up for the S&P 500. Now we’re caught between the declining 200-day and the rising 50-day – the latter might be the next major pivot point for short-term traders and for general sentiment depending on what happens if and when we get there: Here’s Ari: A Bullish Base vs. a Resuming Bear The S&P 500’s rejection from its 200-d.
From the BLS : Total nonfarm payroll employment increased by 315,000 in August, and the unemployment rate rose to 3.7 percent , the U.S. Bureau of Labor Statistics reported today. Notable job gains occurred in professional and business services, health care, and retail trade. The change in total nonfarm payroll employment for June was revised down by 105,000, from +398,000 to +293,000, and the change for July was revised down by 2,000, from +528,000 to +526,000.
The weekend is here! Pour yourself a mug of Bean Box coffee, grab a seat on the beach, and get ready for our longer-form weekend reads: • AMC’s CEO Turned His $9 Billion Company Into a Meme Machine : How Adam Aron, a 67-year-old executive with a background in loyalty programs, transformed himself into a Twitter-obsessed, gold mine-buying, populist folk hero for retail investors. ( Businessweek ). • Five Lessons from History : The most important lessons from history are the takeaways that a
You don’t have to go checking to see all the other performances from last night’s Music Video Awards on MTV, you can just take my word for it – RHCP was the highlight. Nice to see Generation X is still in the conversation <laugh cry emoji>, very quietly being talented and capable while the Boomers and Millennials continue their culture war blood feud.
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.
Tapping into Amazon's cloud service, the wealthtech company will slow its acquisition pace to focus on integrating the multiple businesses—and data—into one unified platform, executives say.
Here is another monthly update on framing lumber prices. This graph shows CME random length framing futures through August 29th. Lumber was at $511 per 1000 board feet this morning. This is down from the peak of $1,733, and up 5% from $485 a year ago. Prices are still up sharply from the pre-pandemic levels of around $400. Click on graph for larger image.
The unofficial end of Summer is here. Labor Day may just be a 3 (or 4) day weekend to you but in the rosy glow of nostalgia, it marked when the freedom of Summer came to a bittersweet close, and the regimented structure of school soon followed. As investors, we understand the impact of seasonality (overstated though it may be) and the return of participants to the market in full. we see this in liquidity and flows as well as more people in the office and the city (though who knows what the post-
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These were the most read posts on the site this week, in case you missed it: The post This Week on TRB appeared first on The Reformed Broker.
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.
Today, in the Calculated Risk Real Estate Newsletter: Pace of Rent Increases Continues to Slow A brief excerpt: Here is a graph of the year-over-year (YoY) change for these measures since January 2015. All of these measures are through July 2022 (Apartment List through August 2022). Note that new lease measures (Zillow, Apartment List) dipped early in the pandemic, whereas the BLS measures were steady.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when making an investment recommendation will be a priority going forward.
Strategy Investors can now get non-zero yields on risk-free assets. (awealthofcommonsense.com) Investing lessons learned from Julian Robertson. (ft.com) Companies Starbucks ($SBUX) has a new CEO. (marketwatch.com) Shopify ($SHOP) is still rightsizing its workforce. (theglobeandmail.com) Micron ($MU) is building a big new semiconductor plant in Idaho.
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.
Inventory is still increasing, but the inventory build has slowed over the last two months. Still, inventory is increasing faster than in 2019 at this time of year. Here are the same week inventory changes for the last four years: 2022: +3.3K 2021: -0.4K 2020: -2.1K 2019: +2.8K Inventory bottomed seasonally at the beginning of March 2022 and is now up 130% since then.
For most advisory firms, 2022 has been a year of relative stability, market volatility notwithstanding. After 2 years of the pandemic forcing massive changes to most firms’ systems and processes, from client meetings to internal management to marketing and business development, advisory firms are increasingly ‘finding their groove’ in this new post-pandemic (or at least, post-acute-pandemic) era as they grow accustomed to the new ways of getting business done.
The Cadillac Series 40-62 was produced by Cadillac from 1940 through 1964. It was used to introduce the Cadillac Coupe de Ville (and Eldorado) which started out as special appearance packages that were later placed into production. The post-war United States had seen a long run of economic expansion, with the expansion of suburbia and a build-out of the US highway system.
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.
Fannie Mae reported that the Single-Family Serious Delinquency decreased to 0.76% in July from 0.81% in June. The serious delinquency rate is down from 1.94% in July 2021. This is almost back to pre-pandemic levels. These are mortgage loans that are "three monthly payments or more past due or in foreclosure". The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic.
Welcome back to the 296th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ed Coambs. Ed is the founder of Healthy Love & Money, a financial therapy practice in Charlotte, North Carolina that helps couples and families uncover and understand the roots of their underlying financial conflicts. What's unique about Ed, though, is how as a former financial advisor turned financial therapist, he utilizes couples therapy techniques to help his clients dig deeper int
This week, we speak with Eric Balchunas , a senior ETF analyst at Bloomberg who has more than a decade of experience working with ETF data, designing new functions and writing ETF research for the Bloomberg Terminal. Balchunas also contributes articles, feature stories and blog posts on ETFs for Bloomberg.com and appears each week on Bloomberg TV and Bloomberg Radio to discuss ETFs.
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?
While once institutional allocations were weighted towards retail and office, they have responded to long-term structural shifts and refocused on industrial, multifamily and data centers.
Today, in the Calculated Risk Real Estate Newsletter: 30-Year Mortgage Rates Pushing 6% Again Excerpt: After reaching 6.28% on June 14th, 30-year mortgage rates decreased to a low of 5.05% on August 1st according to Mortgagenewsdaily.com. Since then, rates have been moving up, and rates increased today to 5.95%, probably due to Fed Chair Powell’s speech on Friday.
Strategy Evidence to the contrary, the U.S. stock market is still in a downtrend. (theirrelevantinvestor.com) How the Dempster Mill Manufacturing Company made Warren Buffett miserable. (rationalwalk.com) Keep you politics far away from your investments. (ft.com) Crypto SBF on the state of FTX's 'backstopping' of the crypto industry. (bloomberg.com) How much of Bitcoin trading is fake?
A further discussion of last week’s Tales from the Dark Side. It Should Be Easy to Get Affordable Financial Advice: Ritholtz. Source: Bloomberg , August 30th, 2022. Previously : Tales from the Dark Side (August 26, 2022). The post Video: Tales from the Dark Side appeared first on The Big Picture.
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
363 
Let's personalize your content