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Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decrease Sharply to 610,000 Annual Rate in October Brief excerpt: Important: Sales in October were impacted by the hurricanes. The south region was down 27.7% year-over-year (“South” includes Florida, the Carolinas and Georgia - states hit hardest by hurricanes Helene and Milton). Excluding the South, sales were up about 8% year-over-year.
At the Money: Crypto Curious. November 26, 2024 Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins? How can investors get exposure to the space? Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets.
S&P/Case-Shiller released the monthly Home Price Indices for September ("September" is a 3-month average of July, August and September 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 Records 3.9% Annual Gain in September 2024 The S&P CoreLogic Case-Shiller U.S.
Morningstar published its 2025 investment outlook for financial advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors.
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
The ICE HPI is a repeat sales index. ICE reports the median price change of the repeat sales. From Intercontinental Exchange (ICE): • Home price growth edged slightly higher in October to +3.0% (from +2.
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 3.9% year-over-year in September Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for September ("September" is a 3-month average of July, August and September closing prices). September closing prices include some contracts signed in May, so there is a significant lag to this data.
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Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 3.9% year-over-year in September Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for September ("September" is a 3-month average of July, August and September closing prices). September closing prices include some contracts signed in May, so there is a significant lag to this data.
I’m on vacation for Thanksgiving this week. Here’s one of the most popular posts on the blog from the past year. * I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn but these are some of the things I’ve learned thus far: 1.
Early retirement has unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, the challenge of finding affordable and adequate health insurance adds another layer of complexity to their financial plans. The … Continued The post The Early Retiree’s Guide to Health Insurance with Grayson Blazek, Ep #229 appeared first on Financial Symmetry, Inc.
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.
The S&P 500 includes a select group of companies known as Dividend Aristocrats, distinguished by their remarkable commitment to shareholder returns. To earn this title, a company must raise its dividend payments every year for at least 25 years straight. Currently, fewer than 70 companies have achieved this milestone, spanning industries from healthcare to consumer goods to industrial manufacturing.
Jonathan Robbins will join the $8.2 billion firm as general counsel and chief compliance officer, while Michael Mignosi will become the firm’s new director of organic growth.
Once you hit middle age , it can be a bit challenging to navigate the next moves in your finances and career. Should you take a chance on a new job, or stick with your current position? Do you know when you want to retire? Are you saving enough for the retirement you want? Wherever you’re at with your plans, watch out for these common midlife money myths along the way: Midlife Money Myths #1: It’s too difficult to change careers Changing careers at any age can be intimidating, but the older yo
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?
Key Highlights Find out why marketing is important for RIAs in the current hard market. Learn smart ways to connect with RIAs, such as content marketing and digital strategies. Understand why following the rules is important in RIA marketing and read the best practices. Discover how personalization and AI can help you reach your target audience. Get answers to common questions about RIA marketing strategies and plans.
From the Fed: Minutes of the Federal Open Market Committee, November 6–7, 2024. Excerpt: In their discussion of financial stability, participants who commented noted vulnerabilities to the financial system that they assessed warranted monitoring. A couple of participants observed that the banking system was sound but that there continued to be potential risks associated with unrealized losses on bank assets.
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.
Wealthstream's Michael Goodman describes his philosophy and approach behind managing a successful wealth advisory firm and serving clients with meaningful wealth and complex financial needs.
The regulator said the ruling in the case concerning Utah-based brokerage Alpine Securities won’t affect day-to-day operations. However, those closely watching the case believe it could challenge FINRA’s legal foundation.
Guest: Melinda Bremley, Ph.D , a Partner at Chapman & Co. Leadership Institute. In a nutshell: Almost all effective leaders find a healthy balance between ego, confidence, and collaboration — both in themselves and in the talent they’re managing. But to stay in that high-performance zone, leaders need to have the emotional intelligence to relate to their people as people and the critical thinking skills to adapt to problems on the fly and keep their teams headed in the right dire
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.
In the weeks leading up to November’s election, financial advisors were largely positive on the state of the economy and the stock market, according to the monthly Advisor Sentiment Index.
The following are hypothetical examples of statements of overconfidence, excessive humility, and confident humility by financial advisors. As you read them, examine how you would react if any were said to you.
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.
While Ivy League universities and other elite schools raise prices, some less selective institutions are reducing costs in a bid to attract more students.
As we look through our financial lens and reflect upon everything that has transpired in 2024, we have compiled a list of the top ten economic and market-oriented things that we are most grateful for this year.
As more women find themselves sandwiched between caring for their children and aging relatives, many struggle to balance their short-term responsibilities with their long-term financial plans.
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
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