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From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in April Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were down in April compared to March. The Manheim Used Vehicle Value Index (MUVVI) fell to 198.4, a decline of 14.0% from a year ago. The seasonal adjustment to the index magnified the results for the month, resulting in a 2.3% month-over-month decrease.
Markets Why TIPS are more attractive than nominal bonds at this point. (morningstar.com) Chinese stocks have badly underperformed for more than a decade. (sherwood.news) ETFs Just because somebody puts a strategy in an ETF wrapper doesn't mean you need to buy it. (rogersplanning.blogspot.com) Is there another class of investors able to push spot Bitcoin ETF adoption higher?
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.
Welcome everyone! Welcome to the 384th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Hannah Provost. Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. Total originated U.S. carloads averaged 212,221 per week in April 2024, down 6.5% from April 2023 and the second lowest weekly average for April in our records that go back to 1988. (April 2020 was lower.) Total carloads fell year over year each of the first four months of 2024.
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From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. Total originated U.S. carloads averaged 212,221 per week in April 2024, down 6.5% from April 2023 and the second lowest weekly average for April in our records that go back to 1988. (April 2020 was lower.) Total carloads fell year over year each of the first four months of 2024.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.
Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Tracking rents is important for understanding the dynamics of the housing market. For example, the sharp increase in rents helped me deduce that there was a surge in household formation in 2021 (See from September 2021: Household Formation Drives Housing Demand ).
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
The IBD filed a notice to appeal with the First Circut Court of Appeals after a Massachusetts federal judge ruled in favor of the Securities and Exchange Commission.
Notes: This CoreLogic House Price Index report is for March. The recent Case-Shiller index release was for February. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: Northeast Continues to Lead US for Annual Home Price Gains in March, CoreLogic Reports • U.S. single-family home prices rose by 5.3% year over year in March , marking the 146th consecutive month of annual growth. • Over the next 12 months, year-over-year home price gains are p
Momentum Momentum matters, but its complicated. (alphaarchitect.com) Institutional investors drive same-weekday momentum. (papers.ssrn.com) Institutional Private equity is ripe for disruption. (papers.ssrn.com) Institutional benchmark manipulation is real. (caia.org) Households Don't dismiss household subjective expectation surveys. (papers.ssrn.com) Individuals don't understand the effect of inflation on the real value of their debt.
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.
After nearly four months of steady outflows, Grayscale’s Bitcoin ETF broke its losing streak and posted its first net inflows since January. Several asset managers made moves to bolster their products targeting the private wealth channel. These are among the investment must reads we found this week for wealth advisors.
The transcript from this week’s, MiB: Joanne Bradford, Domain Money , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Barry Ritholtz : This week on the podcast, I have an extra special guest.
One of my favorite pop culture developments in recent years is the famous person press tour. If you write a new book or have a new movie or TV show coming out, you have to talk to every outlet imaginable to sell your project. There is so much content and so much competition for our attention these days that even uber-successful people are forced to make the hard sell.
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?
Want to do a better job on your next quarterly commentary? You’ve finished your first-quarter commentary, but you have a nagging feeling you could have done a better job editing it. Check out the five-step process in my blog post on “ 5 steps for rewriting your investment commentary ”! Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” You might also enjoy “ Investment commentary nu
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.
The following factor performance modules have been updated on our Index website. Global Factor Performance: May 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
By Crystal Washington, CSP We are living in a time of immense change and global growth. Social media and technology are part of the change. These can help you acquire clients if you’re aware of some of the trends in this area and understand what to keep your eye on. Here are a few areas of social media to consider: LinkedIn. When it comes to business networking, LinkedIn is the most socially centric, so it’s important to tweak your posting strategy at least once a month.
The ReturnStacked ETFs crew sat for a podcast that covered a lot of ground and I pulled out a couple of nuggets to write about. They talked a little bit about carry as an investment strategy and they have two funds coming out soon that include carry. One fund will be 100% stocks and 100% carry and the other will be 100% bonds and 100% carry. So like their other funds they will be leveraged.
When each of my children was born, I had their application for a 529 college fund filled out, mailed, and funded with the first $100 before they were released from the hospital.
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.
Today, we’re thrilled to introduce Wealthfront’s Automated Bond Ladder, an easy new way to earn a steady yield on your extra cash with zero state income taxes. Wealthfront’s Automated Bond Ladder invests in a portfolio of US Treasuries, which are exempt from state and local income taxes, so you can earn more—and keep more—than you […] The post Introducing Wealthfront’s Automated Bond Ladder appeared first on Wealthfront Blog.
10 Best Crypto Brokers in the World: A reputable crypto broker is very important and essential for traders to have a profitable path without any glitches during trading hours. Look for one that is both dependable and easy to use. With a surge of timely traders and investors, cryptocurrency marketplaces are continually expanding. If you want to start trading cryptocurrencies, these are the top 10 brokers to check into as not all of them give the same degree of experience.
The breeze of this earnings season has been near perfect. First-quarter earnings, now published by 80% plus of the S&P 500’s members, put the index’s profits on course for their strongest growth since the second quarter of 2022, when higher inflation and higher rates began to bite.
Aadhar Housing Finance IPO Review: Aadhar Housing Finance is coming up with its IPO issue of Rs. 3000 Cr which will open on 8th May 2024. The issue will close on 10th May and be listed on the exchange on 15th May 2024. This article will analyze the GMP, financials, strengths and weaknesses of the Aadhar Housing Finance IPO Review 2024. Keep reading to find out!
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.
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