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From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 17.0 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending October 11, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 17.0 percent on a seasonally adjusted basis from one week earlier.
Podcasts Peter Lazaroff talks with Josh Brown, author of "You Weren’t Supposed to See That: Secrets Every Investors Should Know." (peterlazaroff.com) Justin Carbonneau and Matt Zeigler talk with Ben Carlson about major investing mistakes. (youtube.com) Dan Haylett talks with Bill Bengen about safe withdrawal rates. (humansvsretirement.com) Jim Dahle talks with Andrew Tobias author of "The Only Investment Guide You'll Ever Need.
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.
Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households. But with the anticipated sunset of TCJA in 2026 and the reversion to the pre-2018 AMT rules, a large subset of households will find themselves owing AMT – many of whom will do so for the first time.
At The Money: Our Complicated Relationship With Cash with Dr. Daniel Crosby (October 16, 2024) How can we improve our relationship with money and earning, investing and spending? Full transcript below. ~~~ About this week’s guest: Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, where he helps financial advisors apply behavioral science in their practice.
At The Money: Our Complicated Relationship With Cash with Dr. Daniel Crosby (October 16, 2024) How can we improve our relationship with money and earning, investing and spending? Full transcript below. ~~~ About this week’s guest: Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, where he helps financial advisors apply behavioral science in their practice.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Retail sales for September will be released. The consensus is for a 0.2% increase in retail sales. • Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 265 thousand initial claims, up from 258 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for October.
The following graph shows real GDP quarterly (blue, annualized), and the year-over-year change in GDP (red). Click on graph for larger image. The pandemic slump and subsequent economic recovery are cutoff and marked.
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
Tech giant Google faces a potential breakup as U.S. regulators intensify their scrutiny of the company’s market dominance. The Department of Justice (DOJ) is weighing drastic measures to curb Google’s alleged monopolistic practices in the online search industry. Google, a household name synonymous with internet searches, has long dominated the digital landscape.
Some interesting, quick ETF stuff today. Below is a chart of the Tradr 2x Long SPY Weekly ETF (SPYB) compared to the S&P 500 and the ProShares Ultra S&P 500 ETF (SSO). Where market cap weighted 2x S&P 500 funds are concerned, they tend to be close more often than not. One month is not enough time to draw a conclusion about SPYB but it better then coming out of the blocks and failing right away.
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.
Machine learning is ubiquitous in financial markets, and we tend to associate it with the sexy parts of hedge fund investing: what to buy, what to sell and how to pick a bottom or a top.
AI translation tools are transforming global communication. They allow businesses and individuals to bridge language barriers with ease. By leveraging machine learning and large language models, these tools quickly translate text while maintaining context and meaning. This helps users communicate clearly in different languages, opening up opportunities for global collaboration and commerce.
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?
Time for a Reality Check! – Only 33% of women in India make their own investment decisions – 60% of women defer financial decisions to male family members As a financial advisor with 14 years of experience, I’ve observed a concerning gap in financial literacy that disproportionately affects women. Today, I want to address this crucial issue head-on.
Open, honest and candid discussion about another data breach, the Supreme Court hearing an ERISA case, alts in DC plans, the evolution of target date funds and more.
Imagine these are reactions to the CRO’s risk reports, at different times from different people: CEO: “OK, I see this risk matrix. What does it mean? Why are you showing it to me? What am I supposed to do with it?” Board member: “Didn’t we see and discuss this in our last meeting?
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 Animal Spirits is brought to you by Nasdaq and Fabric: See here for more information on the largest U.S. equities exchange by market share Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: US Consumer Spending Is Increasingly Driven by Richer Households This is a great economy.
The once-mighty tech sector, a cornerstone of the US economy and a global powerhouse, faces unprecedented challenges. Mass layoffs and a dramatic shift towards AI have reshaped the industry landscape. This transformation began in 2022 and continues to send shockwaves through the job market in 2024. The Great Tech Exodus Since 2022, the tech industry has witnessed a staggering wave of job cuts.
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.
Tesla, the renowned electric vehicle manufacturer, recently hosted its “We, Robot” event on October 10, 2024. The company showcased its latest robotic technologies, including the humanoid robot Optimus and the self-driving Cybercab. Optimus: The Remote-Controlled Bartender Optimus, Tesla’s humanoid robot, took centre stage at the event’s afterparty.
Jennifer Richardson, who started working as a consultant for the Forge Community almost a decade ago before becoming its head in 2022, is now a freelance coach for business executives and family offices, according to her LinkedIn profile.
Waaree Energies Limited is coming up with an IPO size of Rs. 4,321.44 crore. The company is going for fresh issues of Rs. 3,600 crore and an offer for sale of Rs. 721.44 crore, which will open on 21st October 2024. The issue will close on 23rd October 2024 and be listed on the stock exchange on 28th October 2024. In this article, we will explore the Waaree Energies Limited IPO Review and analyze its strengths and weaknesses.
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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