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Altos reports that active single-family inventory was down 0.9% week-over-week. Inventory bottomed in mid-February this year, as opposed to mid-April in 2023, and inventory is now up 3.8% from the February bottom. Note: the decline this week was due to the Easter holiday, and seasonally, inventory usually increases following Easter. Click on graph for larger image.
From Dodge Data Analytics: Dodge Momentum Index Fell 9% in March The Dodge Momentum Index (DMI), issued by Dodge Construction Network, fell 8.6% in March to 164.0 (2000=100) from the revised February reading of 179.5. Over the month, commercial planning fell 3.2% and institutional planning dropped 17.2%. “In 2023, commercial planning decreased while institutional planning notably improved, sitting 29% above year-ago levels in February 2024.
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Strategy It's way too easy to mislead someone with charts. (awealthofcommonsense.com) Once you start humble bragging, it's time to rein things in. (radreads.co) Companies Taiwan Semi ($TSM) is doubling down on its U.S. production plans. (arstechnica.com) The path to a new and improved Paramount Global ($PARA) is complex. (finance.yahoo.com) Global With a rate hike in the books, is Japan's economy finally normalizing?
Podcasts Daniel Crosby talks with Thomas Malthar about the differences between financial well-being and financial independence. (standarddeviationspod.com) Michael Kitces talks with John Bowen, CEO and founder of CEG Worldwide, about what it takes to attract and serve HNW entrepreneur clients. (kitces.com) Private companies The Destiny Tech100 Fund is a public vehicle to invest in private companies.
Podcasts Daniel Crosby talks with Thomas Malthar about the differences between financial well-being and financial independence. (standarddeviationspod.com) Michael Kitces talks with John Bowen, CEO and founder of CEG Worldwide, about what it takes to attract and serve HNW entrepreneur clients. (kitces.com) Private companies The Destiny Tech100 Fund is a public vehicle to invest in private companies.
From Matthew Graham at Mortgage News Daily: Mortgage Rates Near Highest Levels Since February Mortgage rates moved up somewhat abruptly today as the bond market lost more ground over the weekend. there weren't any compelling news headlines or economic reports driving the weakness. It would be better thought of as a hangover from Friday's jobs report.
From STR: U.S. hotel results for week ending 30 March As expected ahead of the Easter holiday, U.S. hotel performance decreased from the previous week , according to CoStar’s latest data through 30 March. 24-30 March 2024 (percentage change from comparable week in 2023): • Occupancy: 62.3% (-5.6%) • Average daily rate (ADR): US$157.14 (-0.7% • Revenue per available room (RevPAR): US$97.83 (-6.3%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the
A reader sent me the following chart asking for my thoughts: I honestly don’t know who the creator of this chart is. I don’t know the intention of it either but the fact that the title contains the word collapse makes it sound scary. Knowing that housing prices in the U.S. are at all-time highs makes this chart seem suspect, but the data checks out.
Among the many client niches financial advisors serve, successful business owners are often seen as an attractive group to work with, given the complexity of their financial situations (meaning that advisors have significant room to add value) and that many fall into the High Net Worth (HNW) category with as much as $5 million (and more) in assets, giving advisors a chance to move 'upmarket'.
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
This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity.
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets.
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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.
Dawson James Securities failed to retain more than 10,000 business-related texts, including consumer complaints and client conversations, over 10 years, according to FINRA.
Here I am in 2015 at Bar A on the Jersey Shore to watch Mike Francesa record a live radio show. And here I am, nearly ten years later, recording a podcast with him. If you don’t know who Mike Francesa is, he created sports talk radio as we know it today. I’m not exaggerating. ESPN did a 30 for 30 on Mike and the Mad Dog. My friends and I all grew up listening to these guys in the car with our dads.
I remember first hearing about a new group of planners through a post on the FPA discussion board. This group was looking to help people with financial planning and charge them on a retainer basis. “Wow,’ I thought. “That’s exactly what I am doing!” So I called Alan Moore and talked with him about this concept. This pricing dilemma was a challenge I had been struggling with and Alan was excited to share his vision.
When oil jumped above $90 a barrel just days ago, military tensions between Israel and Iran were the immediate trigger. But the rally’s foundations went deeper — to global supply shocks that are intensifying fears of a commodity-driven inflation resurgence.
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?
Dave Nadig posted a question on Twitter asking if you had a client who was very concerned about inflation, regardless of whether they were correct, what would you recommend? Then he mentioned a few symbols. The following chart is tough to look at but it includes most of the symbols he mentioned along with a few others that I am aware set to 2022 when inflation spiked pretty hard.
Three Bullish Signals from the First Quarter “We may not know where we are going, but we better know where we stand.” — Howard Marks, Co-Founder of Oaktree Capital Management The S&P 500 was down 0.9% last week, getting the first quarter off to a slow start. A strong first quarter still suggests a positive outlook, but some bumps along the way are normal and even healthy.
Today’s Animal Spirits is brought to you by Schaffer Cullen Capital Management: See here for more information on Schaffer Cullen Capital Management Emerging Markets High Dividend Strategy On today’s show, we discuss: Return drivers within Emerging Markets Understanding China within Emerging Markets Top-down analysis and avoiding certain country exposure Avoiding value-traps Strong macro trends in India Scree.
The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. Since 1988, the Foundation has recognized the top three articles published in a specific volume (six issues within the same calendar year) with these annual awards.
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.
After working with hundreds of our clients to prepare their tax returns, we’ve discovered some new tax surprises that if preparing beforehand, could be helpful when completing your tax return this year. 10 Tax Return Surprises Tax planning and preparation … Continued The post 10 Tax Return Surprises You’ll Want to Avoid, Ep #213 appeared first on Financial Symmetry, Inc.
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