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From the NAR: Existing-Home Sales Grew 3.4% in October; First Year-Over-Year Gain Since July 2021 Existing-home sales rose in October, according to the National Association of REALTORS®. Sales improved in all four major U.S. regions. Year-over-year, sales elevated in three regions but were unchanged in the Northeast. Total existing-home sales – completed transactions that include single-family homes, townhomes, condominiums and co-ops – expanded 3.4% from September to a seasonally adjusted annua
From ICE: ICE First Look at Mortgage Performance: Serious delinquencies hit 17-month high while foreclosure activity remains historically muted • At 3.45% in October, the national delinquency rate was up 6% from the same time last year , marking five consecutive months of year-over-year increases • While 30- & 60-day delinquencies decreased from September , seriously past due loans (90+ days) continued their slow rise, now up 7.3% from last year and at the highest level since May 2023 • Thou
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.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 10:00 AM ET, University of Michigan's Consumer sentiment index (Final for November).
Front Street Capital Management, which previously used Schwab for custody, has switched to SEI in part because of support for its unique investing activities.
We also answered questions about when it’s time to fire your financial advisor, the impact of the presidential election on the markets and economy, investing a pile of cash during a bull market and the best hedge for China invading Taiwan. Further Reading: The Problem With Timing the Housing Market 1Who am I kidding? I love it! The post Timing the Housing Market: When Should You Sell?
We also answered questions about when it’s time to fire your financial advisor, the impact of the presidential election on the markets and economy, investing a pile of cash during a bull market and the best hedge for China invading Taiwan. Further Reading: The Problem With Timing the Housing Market 1Who am I kidding? I love it! The post Timing the Housing Market: When Should You Sell?
Nouriel Roubini is one of the managers of the newly listed Atlas America Fund (USAF). The fund doesn't appear to capitalize on doom and dismay (funny if you know who Roubini is) but more like offer a little protection or diversification or both when there is doom and dismay. From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital.
Mainstay Wealth Management, with over $850 million in AUM, was with Ameriprise Financial Services for 33 years and is now part of Steward’s legacy division.
The Conference Board Leading Economic Index (LEI) decreased in October to its lowest level since March 2016. The index fell 0.4% from the previous month to 99.5, marking its eighth consecutive monthly decline.
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.
Long-term care expenses can be overwhelming, especially for those who didn’t understand the costs they would experience later in life. How will you pay for long-term care in the final chapters of your life? Watch our webinar, “ How to Pay for Long-Term Care ” with Carson Group’s Vice President, Insurance, Matt Lewis and Senior Wealth Planner Tom Fridrich, now available for viewing on-demand.
Berkshire Hathaway Inc. reported its stock holdings last week — a widely anticipated quarterly update of Warren Buffett’s latest trades. There were some notable ones, including the addition of Domino’s Pizza Inc. to Berkshire’s portfolio and more trimming of its stake in Apple Inc.
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
Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually overwhelm the government’s ability to manage its debt obligations.
Gensler’s term was set to expire in 2026, but he announced today that he will leave on Jan. 20, 2025. He called working with the commission’s staff “an honor of a lifetime.
In the week ending November 16th, initial jobless claims were at a seasonally adjusted level of 213,000. This represents a decrease of 6,000 from the previous week's figure and is slightly better than forecasts for 220,000.
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.
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For September, Realtor.com reported inventory was up 29.2% YoY, but still down 21.1% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 25.9% YoY.
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Increased to 3.96 million SAAR in October Excerpt: As expected, existing home sales were up year-over-year for the first time since 2021. This was a combination of weak sales in October last year and lower mortgage rates in August and September when contracts were signed (Existing home sales are reported at closing).
Nvidia Corp. assured investors that its new product lineup can maintain the company’s artificial intelligence-fueled growth run, though the rush to get the chips out the door is proving more costly than expected.
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 DOL reported : In the week ending November 16, the advance figure for seasonally adjusted initial claims was 213,000 , a decrease of 6,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 217,000 to 219,000. The 4-week moving average was 217,750, a decrease of 3,750 from the previous week's revised average.
Canada’s University Health Network said its Toronto Western Hospital would be the first non-US site of a trial for a device created by Neuralink Corp., Elon Musk’s brain-implant company.
Strategy To call an end to this, or any, bull market you need a negative catalyst, or two. (carsongroup.com) U.S.-based investors are finding it hard to keep the global diversification faith. (economist.com) Why John Rekenthaler was an important voice in financial writing for so long. (morningstar.com) Finance Will private credit default recovery rates best bank loans or high yield bonds?
Lost in the excitement of election week was a meeting of the Federal Reserve. At its conclusion, interest rates were lowered by another quarter-point. But where they are heading from here is a matter of increasing uncertainty.
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.
“Man cannot discover new oceans unless he has the courage to lose sight of the shore.” – André Gide “The real voyage of discovery consists not in seeking new landscapes, but in having new eyes.” – Marcel Proust I thought a lot about these two quotes when I left Peak Advisor Alliance (now Carson Coaching) in 2012. Eventually, Gide won out and I decided I needed to blaze a new path and lose sight of the shore where I’d grown a little too comfortable.
Elon Musk Elon Musk-related entities are taking over Bastrop, Texas. (fortune.com) John Paul Brammer, "Musks’ charmless ooze has seeped into every facet of the product [X], and the whole thing feels slimy now. Seeing a glut of porn bots and crypto peddlers in my notifications feels slimy." (holapapi.substack.com) GLP-1 GLP-1 drugs were derived from Glia monster venom.
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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