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From Dodge Data Analytics: Dodge Momentum Index Rises 3% in August The Dodge Momentum Index (DMI), issued by Dodge Construction Network, increased 2.9% in August to 220.4 (2000=100) from the revised July reading of 214.2. Over the month, commercial planning expanded 1.9% and institutional planning improved 5.7%. “Owners and developers continued to prime the planning queue in August, ahead of next year’s anticipated stronger market conditions,” stated Sarah Martin, associate director of forecasti
Notes: This CoreLogic House Price Index report is for July. The recent Case-Shiller index release was for June. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: Annual US Home Price Growth Dips Below 5% as Summer Brings Notable Cooling to the Housing Market • U.S. home prices posted a 4.3% year-over-year gain in July, with no states posting double-digit gains. • Home prices showed no gains in July compared with the month before
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.
Strategy Joe Wiggins, "Any investment is only as good as our ability not to make bad choices while we own it." (behaviouralinvestment.com) Why so many market moves are seemingly paradoxical. (demystifyingmarkets.com) On the difference between risk and uncertainty. (bankeronwheels.com) Walgreens Walgreens ($WBA) is the worst performing stock in the S&P 500 YTD.
Quant stuff AI is not just another technology. (blogs.cfainstitute.org) Using machine learning for portfolio optimization. (blogs.cfainstitute.org) A review of recent research on portfolio risk management including 'Does Systematic Tail Risk Matter?' (capitalspectator.com) Poker as a tool to learn trading. (wsj.com) Trend following Why trend following won't go away any time soon.
Quant stuff AI is not just another technology. (blogs.cfainstitute.org) Using machine learning for portfolio optimization. (blogs.cfainstitute.org) A review of recent research on portfolio risk management including 'Does Systematic Tail Risk Matter?' (capitalspectator.com) Poker as a tool to learn trading. (wsj.com) Trend following Why trend following won't go away any time soon.
The firm has 10 products spanning credit, real assets, infrastructure and equity, and has added about 200 people who work in wealth over the last five years.
Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16, 2023. I switched to a physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period when both contracts were available.
One obstacle retail investors face is a lack of appropriate recommendations from their financial advisors, according to the FTSE Russell Wealth Survey.
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 8:30 AM, The Consumer Price Index for August from the BLS. The consensus is for a 0.2% increase in CPI, and a 0.2% increase in core CPI.
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.
Several investment managers are exploring how to overcome obstacles such as limited liquidity in order to package private assets into ETFs. Are covered call ETFs a good investment, asks barchart. These are among the investment must reads we found this week for wealth advisors.
Today, in the Real Estate Newsletter: ICE Mortgage Monitor: House Price Growth Slows, Inventory Surges in Florida and Texas Brief excerpt: The local data I track is indicating that Florida and Texas inventory is above normal, whereas inventory is still low in most of the country.
The wirehouse is accusing Corbin Hoffner of abruptly departing for Raymond James and soliciting the clients of a recently retired advisor just days after he took over the accounts.
The transcript from this week’s, MiB: Mike Wilson, Morgan Stanley , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Barry Ritholtz : This week on the podcast, I have an extra special guest.
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
I’m not good at timing the markets. I’m not good at predicting turning points. I don’t know when certain asset classes, stocks, or strategies will over- or underperform. I do know nothing is more dependable in the markets than cycles. John Templeton famously said the four most dangerous words in investing are “this time is different.” The hard part about cycles is sometimes things really are.
Welcome everyone! Welcome to the 402nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is John Mason. John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. What's unique about John, though, is how joining a firm that served the niche of Federal government employees allowed him to quickly accelerate his own learning curve and demonstrate h
By Michael Joseph Haggerty, CPCA, CFP Life insurance or critical illness insurance isn’t something people often want to think about, let alone seek out an insurance agent or financial advisor to purchase. What people dream about, though, is buying their own home, which frequently requires a mortgage. I discovered then if I first provided mortgages to clients and showed them my value, everything else would fall into place.
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.
How do you convey your value and convince qualified prospects that hiring you will be a worthwhile investment without breaching your compliance obligations as an advisor?
Retirement planning is a delicate process, and you need to carefully consider your various income streams, including Social Security benefits. For those of us who plan to continue working during retirement while claiming Social Security, it’s important to understand how … Continued The post The Financial Benefits and Drawbacks of Working During Retirement, Ep #224 appeared first on Financial Symmetry, Inc.
In a Nutshell: Steve and Amy Koenig , a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, how do you transition existing clients to another advisor and do it so the clients stay and there’s no drop in service. Sometimes there’s a personality mismatch. Sometimes goals aren’t aligned.
How do you convey your value and convince qualified prospects that hiring you will be a worthwhile investment without breaching your compliance obligations as an advisor?
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?
People like to roam around to different places to experience nature, relieve stress, and enjoy themselves with their close ones. The tourism prospers the hospitality sector in many ways. The demand upsurge is due to improvements in income, and affordability and this has opened up people’s purses to spend on luxury stays to rest. Many Indian Hotel chains are looking up to this demand and are increasing the rooms to cater to the increasing demand.
As we've looked at before, there is plenty of research to support going heavy into various forms of trend following. Meb Faber has talked about this quite a few times, the ReturnStacked ETFs exist because of this idea and here's another article that also talks about it by Optimal Momentum. The following was interesting, obviously citing Ray Dalio; This is obviously a drum we've been banging for years for the most part.
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.
Health Savings Accounts (HSA) were introduced in 2003 as a means to both reduce overall healthcare spending and encourage Americans to save for increasing healthcare expenses. Learn about the important variables to consider when opening an HSA with Walkner Condon Financial Advisors.
The good, the bad, and the ugly details that advisors and next gen inheritors need to be aware of before signing on the dotted line. On paper, enhanced succession plans like Merrill’s recently announced CTP, are a no brainer for both retiring and inheriting advisors alike. Yet, the reality is more nuanced. Merrill is not alone in offering a retire-in-place program such as CTP.
Your ideal investing strategy will be unique to you: your life phase, goals and risk tolerance will all play a role in informing your “ideal” methodology. But with so much conflicting advice everywhere you look, how are you supposed to know which strategies will work best for you? Here are some steps to nailing down your best investing strategy: Finding Your Best Investing Strategy Tip #1: Figure Out Your Goals Your goals are a great place to start.
Peter Lynch is renowned for his “buy what you know” philosophy and stellar track record managing Fidelity’s Magellan Fund. While Lynch looked for companies he understood, he also relied heavily on quantitative metrics to find attractive investments. Validea has created a model based on Lynch’s approach that scores stocks according to key criteria he emphasized.
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.
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