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On a monthly basis, retail sales increased 0.2% from January to February (seasonally adjusted), and sales were up 3.1 percent from February 2024. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for February 2025, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $722.7 billion, up 0.2 percent from the previous month , and up 3.1 percent from February 2024.
Markets Corrections happen more often than you remember. (optimisticallie.com) Market moves just happen faster these days. (awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. (newsletter.rationalwalk.com) A review of "The Art of Uncertainty: How to Navigate Chance, Ignorance, Risk and Luck" by Davie Spiegelhalter.
Altos reports that active single-family inventory was up 2.1% week-over-week. Inventory is now up 5.0% from the seasonal bottom nine weeks ago in January and us starting to increase seasonally. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2025. The black line is for 2019.
With each passing decade, not only does technology evolve at an ever more dramatic pace, but each new wave comes faster than the last. From the advent of the computer chip in the 1950s to the rise of the personal computer nearly 25 years later in the early 1980s, to the emergence of the internet just 15 years thereafter in the late 1990s, to mobile smartphones only 10 years after that in the late 2000s, to 'robos' less than a decade later in the 2010s, and most recently to AI, which 'suddenly' w
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.
Podcasts Diana Britton talks with Mary Saylor who is the director of wealth management at Choreo. (wealthmanagement.com) Brendan Frazier talks with Dennis Moseley-William explains how to elevate your client experience to create fans and grow your business. (podcasts.apple.com) Advisortech Trust & Will raised another round of capital. (citywire.com) FINNY uses AI to identify and message prospects.
From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.38% in February The Mortgage Bankers Associations (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.40% of servicers portfolio volume in the prior month to 0.38% as of February 28, 2025. According to MBAs estimate, 190,000 homeowners are in forbearance plans.
Shana Sissel shares her insights into the groundbreaking private equity deals in NFL teams and what it all means for the private equity space and investors.
Shana Sissel shares her insights into the groundbreaking private equity deals in NFL teams and what it all means for the private equity space and investors.
Understanding Market Corrections The S&P 500 moved into a correction on Thursday of last week, defined as a close at least 10% below the indexs recent closing high. Here are some things we know about corrections, which well look at in depth this week. Corrections are normal, the S&P 500 averaging 1.1 corrections per year since 1928. Corrections happen for a reason, and its always tempting to see that reason weighing even more on stocks.
Aneri Jambusaria considered the other side of the advisor shortage coin, RIAs discussed growth partly due to that demand, and M&A consultants noted the importance of differentiation to keep growing at Future Proof Citywide in Miami.
Some advisors are natural communicators with inherent skills for demonstrating empathy, telling relatable stories, displaying a natural curiosity by asking open-ended questions, and translating complex ideas into terms clients can understand. Many advisors are not and must prioritize skill development if they are to have a chance at success. Active listening is the most critical soft skill that must be developed and exercised because its where highly effective communication starts.
Exhibit A will feature pre-built, white-labeled decks covering market volatility, U.S. market performance, historical bull and bear markets and earnings trends.
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?
How Ivn Mendoza Scored a $5 Million Call With Financial Advisor Marketing Services You might think our niche in financial advisor marketing services has a small audience. But did you know there are more than 241,225 financial advisors currently employed in the United States? Thats a dizzying amount of competition! The question that must be asked: How are you supposed to stand out and attract clients to work with you in a sea of sameness?
Last October, a federal judge approved a temporary restraining order against former Ameriprise rep Douglas Kenoyer, disallowing him from soliciting former clients.
Technology dividend aristocrats are established tech companies that have consistently increased their dividend payments for at least 7 consecutive years, compared to the traditional 25-year requirement for S&P 500 dividend aristocrats. This modified timeframe recognizes that technology companies have historically directed profits toward research and growth initiatives rather than shareholder dividends.
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.
In a LinkedIn post, Joseph Zumasigee told us that the IIA: has released a tool aimed at helping practitioners implement Performance Measurement of the internal audit activity. The tool is tailored to the 2024 Global Internal Audit Standards.
Today’s Talk Your Book is brought to you by Calamos Investments: See here for more information on Calamos Private Credit Strategies On today’s show, we discuss: Why private credit has grown so much How interval funds work How liquidity works How often the portfolio turns over How the fund yields double digits What specialty finance is How covenants affect private credit loans Commercial real estate lending gr.
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.
Manufacturing activity dropped significantly in New York State, according to the Empire State Manufacturing March survey. The diffusion index for General Business Conditions fell 25.7 points to -20.0, the lowest level since January 2024. The latest reading was worse than the forecast of -1.9.
Nominal retail sales in February were up 0.20% month-over-month (MoM) and 3.11% year-over-year (YoY). However, after adjusting for inflation, real retail sales were down 0.02% MoM and up 0.38% YoY.
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
You may want to think twice before taking the old saying cash is king too literally. Even though interest rates have risen in the last few years, over time, holding cash will yield a real negative return after inflation and taxes. Keeping cash is important, the key is finding the right amount. Here are a few ways to tell if you’re holding too much cash and how to put extra cash to work.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
Five of the nine indexes on our world watch list have posted gains through March 17, 2025. Hong Kong's Hang Seng is in the top spot with a year to date gain of 23.05%. Germany's DAXK is in second with a year to date gain of 15.29% while France's CAC 40 is in third with a year to date gain of 9.20%.
One of the biggest challenges investors face today is navigating the most concentrated U.S. stock market in history, where the largest stocks represent a record share of total market value.
The Traverse City, Mich.-based advisors will join Integrateds advisor network while continuing to host their weekly local radio show on financial literacy.
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
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