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Altos reports that active single-family inventory was up 0.8% week-over-week. Inventory is now up 48.0% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 27th, inventory was at 731 thousand (7-day average), compared to 725 thousand the prior week. This is the highest level of inventory since May 2020.
The changing rate environment should create a more attractive exit environment for existing private equity investments, as well as fuel new acquisitions.
Markets The China stock market rally is very broad. (sherwood.news) China's stock market is on board with economic stimulus. (axios.com) The China stock market rally has gotten U.S. ETF investor attention. (sherwood.news) Strategy The time to prepare for a bear market is before it is on the horizon. (optimisticallie.com) 42% of the Russell 2000 companies have negative earnings.
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
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.
When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies. However, while business owners can be compelling clients, they can also be difficult to find and prospect in the first place.
The Pacer Metaurus Nasdaq 100 Dividend Multiplier 600 ETF looks to give investors 85% exposure to the tech index, with the remainder used as collateral to buy dividends in the futures market in a bid to eke out six times what the Nasdaq 100 would pay out.
From Fed Chair Powell: Economic Outlook ( Watch here on YouTube ). Excerpt: Our economy is strong overall and has made significant progress over the past two years toward achieving our dual-mandate goals of maximum employment and stable prices. Labor market conditions are solid, having cooled from their previously overheated state. Inflation has eased, and my Federal Open Market Committee colleagues and I have greater confidence that it is on a sustainable path to 2 percent.
From Fed Chair Powell: Economic Outlook ( Watch here on YouTube ). Excerpt: Our economy is strong overall and has made significant progress over the past two years toward achieving our dual-mandate goals of maximum employment and stable prices. Labor market conditions are solid, having cooled from their previously overheated state. Inflation has eased, and my Federal Open Market Committee colleagues and I have greater confidence that it is on a sustainable path to 2 percent.
From Matthew Graham at Mortgage News Daily: Mortgage Rates Moderately Higher to Begin The Week Mortgage rates have generally been moving higher since the Fed cut rates 2 weeks ago. While today's weakness can't be reduced to a single factor, the primary motivation was a speech from Fed Chair Powell in which he reminded the market that the Fed was not in a hurry to cut rates.
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased Slightly in August; Up 3.7% Year-over-year A brief excerpt: Freddie Mac reported that its “National” Home Price Index (FMHPI) increased 0.11% month-over-month on a seasonally adjusted (SA) basis in August. On a year-over-year basis, the National FMHPI was up 3.7% in August, down from up 4.5% YoY in July.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
CEO Peter Mallouk will keep his majority stake and continue to lead the firm. TPG will join General Atlantic, which made its own minority investment in the firm in 2020.
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in August and a Look Ahead to September Sales A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in August.
Podcasts Michael Kitces talks with Ann Garcia, partner of Independent Progressive Advisors, about planning for mid-work professionals. (kitces.com) Dan Haylett talks with George Kinder author of "The Three Domains of Freedom." (humansvsretirement.com) Bogumil Baranowski talks with Dan Solin, author of "Ask: How to Relate to Anyone." (talkingbillions.co) Private equity Peter Mallouk on the downsides of PE deals.
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 a business owner in the financial planning industry, we know you wear many hats to ensure the success of your business and the satisfaction of your clients. One of those hats might be bookkeeping. While taking on this task yourself can be tempting, the consequence of any mistakes could be costly. First, let's address the complexity of bookkeeping.
Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.
Sand. Salt. Iron. Copper. Oil. Lithium. These, not petabytes or algorithms or innovative ideas, are the building blocks of human life as we know it. At least that’s what Ed Conway, author of Material World, tells us.
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?
Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans
The Bull Market Continues Stocks had a rough start to September, but the bull market continued and it is looking like the S&P 500 will be higher this year in the usually weak month of September. (The S&P 500 was up 1.7% on a total return basis as of Friday, September 27, with one trading day left in the month.) Assuming September holds up, stocks would be up eight of the first nine months of the year (with only the usually bullish month of April in the red) and up 10 of 11 months going b
A few days ago I hit the 20 year anniversary of when I first started blogging. I found blogger when I heard about the Mozilla browser, I downloaded it and Blogger was prepopulated in the bookmarks. I wrote a couple of posts that weren't work related, pretty much ran out of things to talk about, so I started writing about markets and investing. That original blog was called Random Roger's Big Picture.
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.
The commission alleged two advisors defrauded clients by allocating unprofitable trades into their accounts, netting millions in "illicit" profits for themselves.
When we see advertisements or receive emails and texts about being able to get “free” money with no strings attached, we typically see it as spam, too good to be true, or a way for our data to be collected. … Continued The post Unclaimed Property: Free Money You Didn’t Even Know About appeared first on Financial Symmetry, Inc.
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
This post is (again) going to upset some people. My hope is that even if you disagree with me, it will make you think. Let’s start with a provocative statement: The only risk that matters (much) is one that will have a notable effect on achieving enterprise objectives.
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Today’s Talk Your Book is presented by Fidelity Digital Assets: See here and here for more information on Fidelity’s latest research on digital assets On today’s show, we discuss: The most popular use cases for crypto How stablecoins are being used today Narratives on why ETH could go up What ETH is being used for How advisors are utilizing digital assets What’s behind decreasing volatility in c.
It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
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