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Today, in the Calculated Risk Real Estate Newsletter: Moody's: Apartment Vacancy Rate Increased in Q4; Office Vacancy Rate at Record High A brief excerpt: From Moodys Analytics Economists: Multifamily Continued to Defy the Supply Shock, Offices Vacancy Rate Broke Another Record, Retail Rents Drift Higher with Tight Supply, And Industrial Maintains Status Quo Amid record-level inventory growth, average vacancy rate edged up 10 bps in each of the last two quarters and finished 2024 at 6.1%, 40 bps
Welcome to the January 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 Orion, the "all-in-one" advisor technology platform, has acquired Summit Wealth Systems (and its founder Reed Colley, who previously built performance reporting platform Black Diamond), a client port
Advisers There is no shortage of movement among RIA C-suites. (riabiz.com) The case for delaying Social Security claiming. (thinkadvisor.com) A Q&A with Preston D. Cherry author of Wealth in the Key of Life. (thinkadvisor.com) How advisers can facilitate money discussions with clients before they get married. (thinkadvisor.com) Rising insurance costs are complicating the move for the wealthy to Florida and the like.
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
Advisors and managers will have to adopt a more nuanced view of risk as recognition of the frequency of equity underperformance becomes widespread. Stocks aren’t always the best in the long-run was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Advisors Asset Managements Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.
Tom Schmidt, CFBS CLTC LACP s story is one of resilience, adaptability, and unwavering dedication. From an unconventional start in the life insurance business to becoming a highly successful financial professional, Tom has navigated a career filled with challenges and triumphs. Over the decades, he has built enduring relationships with clients, many of whom have been with him for over 30 years.
Tom Schmidt, CFBS CLTC LACP s story is one of resilience, adaptability, and unwavering dedication. From an unconventional start in the life insurance business to becoming a highly successful financial professional, Tom has navigated a career filled with challenges and triumphs. Over the decades, he has built enduring relationships with clients, many of whom have been with him for over 30 years.
When so many conversations today are about the economy, inflation, and the stock market, it’s normal to wonder if you should change your investment strategy. You might wonder if you are investing too aggressively, or you might even think about … Continued The post 10 Fundamentals That Guide Your Investing Decisions, Ep #232 appeared first on Financial Symmetry, Inc.
The Dividend Aristocrats represent an elite subset of S&P 500 companies that have demonstrated exceptional reliability in rewarding their shareholders. The criteria for joining this prestigious group are stringent: companies must increase their dividend payments annually for a minimum of 25 consecutive years. This exclusive club currently has fewer than 70 members, representing diverse sectors from healthcare to manufacturing.
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.
In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers. Through a series of clips, we examine crucial investment principles including: Why all investment decisions should be grounded in evidence rather than narratives or speculation The challenge of market forecasting and why most predictions fail How market valuations have become increasingly bifurcated
For financial advisors with ambitions of taking their practice to the next level, self-awareness is fundamental to their success. Knowing your unique strengths enables you to maximize the value you deliver to clients while understandingyour weaknesses helps you address critical areas that may impact your effectiveness. Continuous self-assessment to develop a clear picture of your strengths and weaknesses is essential in a fast-evolving industry where personalized service and superior client expe
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 Wall Street Journal had an article about the fear common to retirees about outliving their money. We've looked at this quite a few times. It can be difficult to switch from saving money to spending it. Knowing myself, I expect spending what we've accumulated will be difficult. The title of the WSJ article addresses outliving your money but doesn't spend very much time on a big part of the reason why this a concern which is needing needing to pay for some sort of very expensive assisted livin
Marc Turansky is starting in the newly-created role of head of investment advisory programs as of Monday, according to Keith Glenfield, head of investment solutions.
The J anuary issue of the Journal of Financial Service Professionals has arrived, and its a must-read for anyone in the financial services community. A much-anticipated feature of this edition is the annual indexed retirement and Social Security numbers for 2025, conveniently presented in an easy-to-reference table. Whether youre working with clients on retirement strategies or simply staying current on new regulations, this table is an invaluable resource youll find yourself consulting all year
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.
Today’s Talk Your Book is brought to you by The Cashmere Fund: See here for more information on accessing Venture Capital with the Cashmere Fund On today’s show, we discuss: Celebrity connections within Venture Capital Utilizing networks for private investments How Cashmere was able to bring this to retail investors The tech stack needed to pull off consumer VC Getting around rules and regulations for non-acc.
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 06th, 2025 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Assessment S&P 500 In 2024, the S&P 500 was up 25%. If you combine 2023 and 2024, the S&P 500 was up 57%. Questions That Arise Should I sell or avoid buying stocks? JP Morgan conducted a study comparing the return profile for the S&P 500 when investing at all-time highs versus any random day.
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.
Cardinal Point Capital Management joined Focus in 2021, specializing in cross-border wealth management. Focus CEO Michael Nathanson said the firm would lead Focus consolidation and expansion efforts in Canada.
Four of the eight indexes on our world watch list have posted gains through January 6, 2025. The U.S.'s S&P 500 is in the top spot with a year to date gain of 1.82%. Germany's DAXK is in second with a year to date gain of 0.96% while France's CAC 40 is in third with a year to date gain of 0.70%.
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.
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $17,077 for an annualized real return of 10.75%.
Note: I covered apartments and offices in the newsletter: Moody's: Apartment Vacancy Rate Increased in Q4; Office Vacancy Rate at Record High From Moodys Analytics economists: Multifamily Continued to Defy the Supply Shock, Offices Vacancy Rate Broke Another Record, Retail Rents Drift Higher with Tight Supply, And Industrial Maintains Status Quo The retail vacancy rate remained stable at 10.3% in Q4 , putting a pause to a one-time decline in the previous quarter.
Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the December 2024 seasonally adjusted annual sales rate (SAAR) of 422 thousand. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
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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