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Altos reports that active single-family inventory was up 0.8% week-over-week. Inventory is now up 41.4% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of August 16th, inventory was at 698 thousand (7-day average), compared to 693 thousand the prior week. This is the highest level of inventory since June 2020 ; however, inventory is still well below pre-pandemic levels.
Markets There is big difference between politics and policies when it comes to investing. (optimisticallie.com) 20 pandemic darlings that have yet to rebound. (investmenttalk.co) Companies Couche-Tard seeks to buy US$31 billion owner of 7-Eleven stores (bnnbloomberg.ca) Why Carl Icahn and Icahn Enterprises ($IEP) just settled with the SEC. (ft.com) How the cannabis landscape is changing.
Adding the Virginia and Pennslyvania-based Agili to CW Advisors will boost the combined firm to 11 offices nationwide, with 113 employees and $10 billion in AUM.
Podcast Jim Dahle talks with Michael Kitces talk about the state of the financial planning business. (whitecoatinvestor.com) Daniel Crosby talks with Charles Eckhart, co-founder of Cathexis Group, about family wealth dynamics. (standarddeviationspod.com) Advisor tech VCs are betting big that Savvy Wealth can use AI to upend the RIA business model. (riabiz.com) Vanilla raised another round of capital.
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
Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).
I'll be out of contact until Sept 5th. The key housing reports over the next two weeks are existing home sales on Thursday, New Home sales on Friday, and the Case-Shiller house price index next Tuesday. Best to all!
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in July and 3rd Look at Local Housing Markets A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 3.96 million in July , up 1.8% from June’s preliminary pace but down 2.2% fro
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.
Founding owners of financial advisory firms often spend much of their time focusing on the short-term aspects of running their business, from providing high-quality client service to pursuing client growth. Which means that longer-term projects, such as creating a succession plan to have in place for the firm when the owner retires, may tend to get put on the back burner.
The Conference Board Leading Economic Index (LEI) decreased in July to its lowest level since April 2020. The index fell 0.6% from the previous month to 100.4, marking its fifth consecutive monthly decline.
Icahn is being fined $500,000 and Icahn Enterprises LP will pay $1.5 million related to insufficient disclosure of how IEP units were pledged as collateral against his personal margin loans.
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?
Today’s Talk Your Book is brought to you by Jensen Investment Management: See here to learn more about Jensens Quality Growth ETF On today’s show, we discuss: What quality means to Jensen Why META is not in the Quality growth strategy Thoughts on AI and tech bubbles How Jensen thinks about valuation Sectors Jensen is excited about for the long-term How higher interest rates affected Jensen’s discounted.
While high rates can make borrowing costlier and slow down housing markets, they also open favorable opportunities in financial products like annuities. In other words, annuities are back and stronger than ever before!
The authors effectively argue the case for intrinsic value and DCF based approaches to building Value factor strategies. The traditional value measures, especially the book-to-market ratio, are described as ineffective in today's market environment. Fixing the poor performance of the book-to-market ratio was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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.
Best Week of the Year The S&P 500 bounced back with its best week of the year, as recession fear once again was seemingly overblown We remain in a bull market, but expect more potential volatility over the coming months heading into the election Retail sales surprised strongly to the upside showing the consumer still has a lot of staying power as the engine of the expansion.
Having a baby is undoubtedly one of life’s most thrilling experiences! You’re not just welcoming a new member into your family, but you’re also stepping into a whole new lifestyle with different routines and, of course, new financial responsibilities. Let’s face it: babies are expensive. From diapers to daycare, there are plenty of costs to consider.
Transitioning from a solo operation to a dynamic team can be a game-changer for boutique financial planning firms. But with growth comes the challenge of building a cohesive team and managing turnover. The key to overcoming these hurdles is intentionally defining and nurturing your firm’s culture. In this blog, we’ll explore how a well-defined culture enhances employee engagement and satisfaction and directly impacts your bottom line.
Roth IRAs offer exceptional financial benefits for those who take advantage of them. A recent study found that just 1 in 4 households in the United States hold Roth IRAs; which represents about 1.4 trillion dollars. To refresh your memory, … Continued The post High Income, No Problem: Roth IRA Tips for the Win appeared first on Financial Symmetry, Inc.
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.
Six of our eight indexes on our world watch list have posted gains through August 19th, 2024. The U.S.'s S&P 500 finished in the top spot with a YTD gain of 18.25%. India's BSE SENSEX finished in second with a YTD gain of 11.87% while Tokyo's Nikkei 225 finished in third with a YTD gain of 11.73%.
Estate planning is a critical component of a successful financial strategy. Whether you’ve been putting off your estate plan for years or you’re considering an update due to changes in your family circumstances, it’s essential to keep your plan current. No matter your situation, it’s important to review your estate plan regularly.
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of August 9th, the index was at 17.062, down 1.015 from the previous week, with 4 of the 6 components in expansion territory.
Stay ahead in the financial industry with NAIFA's Apex conference! Explore AI's impact on insurance and financial services, practice transformation, and more. Don't miss out on this can't-miss event.
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.
Investors including JPMorgan Asset Management, M&G Investments and Aviva Investors say they seized on the retreat in riskier assets at the start of the month to bolster their holdings of emerging-market bonds.
Let's follow up on Part 1. In that post we looked at a form of barbelling equity exposure to get full equity like returns from a smaller, more volatile holding. In the blog post we considered roughly a 30% weighting to a private equity manager stock. We tried three different stocks in this manner and the results across all three were very similar. I tried to recreate the effect with a couple of broad based funds that often have higher volatility but didn't have luck making it work.
Weekly Market Insights | August 19th, 2024 The S&P 500’s Best Weekly Gain of The Year. Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. The Standard & Poor’s 500 Index rose 3.93 percent, while the Nasdaq Composite gained 5.29 percent. The Dow Jones Industrial Average lagged a bit, picking up 2.94 percent.
We've talked about private equity companies being sources of alpha quite a few times. I'm not saying they are proxies for private equity investing, they are companies that operate private equity funds and they clearly benefit from the space without being proxies. Some of them anyway. There are a couple of ETFs that track the space. One of the oldest ones is the Invesco Listed Private Equity Fund (PSP).
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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