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From the Census Bureau reported that overall construction spending increased: Construction spending during December 2024 was estimated at a seasonally adjusted annual rate of $2,192.2 billion, 0.5 percent above the revised November estimate of $2,180.3 billion. The December figure is 4.3 percent above the December 2023 estimate of $2,101.3 billion. The value of construction in 2024 was $2,154.4 billion, 6.5 percent above the $2,023.7 billion spent in 2023. emphasis added Private spending increas
Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform
Today, in the Real Estate Newsletter: ICE Mortgage Monitor: Lowest calendar year home price growth of any year since 2011 Brief excerpt: Here is the year-over-year in house prices according to the ICE Home Price Index (HPI). The ICE HPI is a repeat sales index. ICE reports the median price change of the repeat sales. The index was up 3.4% year-over-year in December.
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.
From the Federal Reserve: The January 2025 Senior Loan Officer Opinion Survey on Bank Lending Practices The January 2025 Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) addressed changes in the standards and terms on, and demand for, bank loans to businesses and households over the past three months, which generally correspond to the fourth quarter of 2024.
Altos reports that active single-family inventory was down 0.3% week-over-week. Inventory always declines seasonally in the Winter and usually bottoms in late January or February. Inventory is now up 1.7% from the bottom three weeks ago. If three weeks ago was the seasonal bottom, that would be very early in the year, but that has happened before. The first graph shows the seasonal pattern for active single-family inventory since 2015.
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Altos reports that active single-family inventory was down 0.3% week-over-week. Inventory always declines seasonally in the Winter and usually bottoms in late January or February. Inventory is now up 1.7% from the bottom three weeks ago. If three weeks ago was the seasonal bottom, that would be very early in the year, but that has happened before. The first graph shows the seasonal pattern for active single-family inventory since 2015.
Kailash Duraiswami spent two and a half years as an enterprise architect at Orion Advisor Services after that firm acquired his startup Pantenix in 2021.
Marketing your firm can be tricky. Often, there isnt enough time to dedicate to consistent content creation. The result is content that feels general, lacks personalization, and isnt delivered on schedule. AI is a game-changer for content creation for many reasons. It allows you to engage with clients and prospects more effectively by streamlining content creation, improves personalization, and enables data-driven strategies.
A significant challenge for financial advisors is translating complex financial concepts into terms clients can easily digest. For many, presentations serve as an effective medium for closing the gap between what advisors know and what clients can understand. However, many advisors struggle with transforming intricate concepts into accessible content and maintaining their clients interest throughout the presentation.
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
International equity moving from full hedge to no hedge. Commodities moving from full hedge to partial hedge. Real estate moving from partial hedge to no hedge. Intermediate bonds moving from full hedge to partial hedge. DIY Trend-Following Allocations: February 2025 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
In this episode, Jack and Matt dive deep into their conversation with Jason Buck about building truly robust investment portfolios that can withstand any market environment. Moving beyond the typical “stocks only go up” mentality, they explore critical concepts like: The real difference between offense and defense in portfolio construction Why treating your portfolio as savings rather than a get-rich-quick scheme is crucial Understanding real vs. nominal returns and why this distinct
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.
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 3rd, 2025 Watch Time: 2.4 minutes Welcome to this week’s Market Drama! Stock Market Update: S&P 500: Down 1% for the week. Nasdaq: Down 1.6% for the week. DeepSeek (Chinese AI company): Released an open-source language model that reportedly requires less energy and processing power than leading competitors.
Adam Solano is a seasoned financial advisor with 32 years of industry experience. A member of NAIFA, he has served in numerous roles in NAIFA including serving as President of NAIFA Chicago and Illinois and is a recognized leader and mentor within the financial services community. Adam previously ran for public office, imparting a richer understanding of client advocacy on Capitol Hill, and has taken on the responsibilities of succession, acquiring other practices, and nurturing their growth.
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?
The recent turbulence surrounding the Corporate Transparency Act requires careful investment into financial stability to ensure companies remain compliant and prepared for the future.
Today’s Talk Your Book is brought to you by Calamos: See here for more information on their Bitcoin Structured Alt Protection ETF On today’s show, we discuss: An update on downside-protected ETFs Using downside protection for cash How the Bitcoin Protection ETFs work Understanding caps and buffers Why there is more of a spread between caps and buffers with Bitcoin vs Equity Thoughts on the Bitcoin Options Mar.
The manufacturing sector started the new year with renewed expansion, as the S&P Global US Manufacturing PMI™ rose to 51.2 in January from 49.4 in December.
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.
February is Insure Your Love Month, an annual campaign created and coordinated by NAIFAs Life Happens community. The theme for this years commemoration is a simple yet impactful message: Life insurance is love insurance.
A lot has changed since a new administration took charge on Jan. 20, so the Federal Reserve’s decision last week to maintain its policy rate might seem odd.
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.
Finally, an innovation has arrived in 401(k) investing. PTDAs are new. They combine multiple target date glidepaths with managed accounts, potentially using the best of both. Because they are new, it will be easy to think of them all as being the same, but that is far from the truth.
Meme coins are just the tip of the iceberg representing unproductive uses of capital. I could write volumes on other examples. But given its current popularity, I use it to help spread the productivity gospel once again.
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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