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Notes: This CoreLogic House Price Index report is for September. The recent Case-Shiller index release was for August. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: Annual Home Price Slowdown Continues in September • On an annual basis, home prices rose by 3.4% in September, the slowest growth rate in over a year, and are projected to slow to 2.3% by the same time next year. • Miami continued to post the highest gain of track
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $84.4 billion in September , up $13.6 billion from $70.8 billion in August, revised. September exports were $267.9 billion, $3.2 billion less than August exports. September imports were $352.3 billion, $10.3 billion more than August imports emphasis added Click on graph for larger image.
As Charlie Munger liked to say, “Invert, always invert.” Here are some things about investing that I don’t believe: I don’t believe there is a sole way to invest. Everyone has a different emotional make-up and lesser version of themself. Plus, experiences and circumstances can shape your attitudes towards risk and return. There are a lot of strategies that can work.
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
ETFs Passive investing continues to take share. Where is the evidence that it is fundamentally changing the stock market? (on.ft.com) 'Peak ETF' is nowhere on the horizon, especially overseas. (klementoninvesting.substack.com) Portfolio construction How portfolio diversification works. (caia.org) How to use trading volume to optimize portfolio construction.
BlackRock became the latest and largest asset manager to seek approval for an ETF share class on existing mutual funds. Morgan Stanley launched an investing index tied to prominent sports leagues globally. These are among the investment must reads we found this week for wealth advisors.
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.
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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.
Stocks with order books higher than market capitalization highlight companies where the total value of confirmed orders exceeds their current market value. This scenario often indicates strong future revenue potential, suggesting that the company may be undervalued by the market. Such stocks can be attractive to investors, as a robust order book provides visibility into future earnings, enhancing the company’s growth prospects.
Guest: Mindy Diamond , the founder and CEO of Diamond Consultants and the author of a fantastic new book called Should I Stay or Should I Go? In a Nutshell: Between the competition for top talent at large firms and the proliferation of smaller lifestyle RIAs, many advisors feel like they need to be constantly evaluating their career options. But the grass is not always greener, and FOMO should never be the lead driver of a major career decision.
Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.
(Posted with permission). The ISM® Services index was at 56.0%, up from 54.9% last month. The employment index increased to 53.0%, from 48.1%. Note: Above 50 indicates expansion, below 50 in contraction. From the Institute for Supply Management: Services PMI® at 56% October 2024 Services ISM® Report On Business® Economic activity in the services sector expanded for the fourth consecutive month in October, say the nation's purchasing and supply executives in the latest Services ISM® Report On Bus
How do you keep your investment commentary fresh? Having wrapped up another quarter’s investment commentary, you might be wondering how you can keep your commentary interesting, quarter after quarter. This is especially tough for long-term investors who don’t chase the latest trends. In my blog post, “ Investment commentary – How do you keep it fresh ?
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
As competition becomes more cutthroat, investment firms across both sides of the Atlantic have been launching funds with the same tickers as their competitors in another jurisdiction.
The Indian government has been increasingly focusing on boosting domestic defence manufacturing, aiming to reduce reliance on imports and strengthen national security. Through initiatives like “Atmanirbhar Bharat” (self-reliant India), it has been constantly encouraging both private and public sector companies to step up the production of critical defence equipment, including advanced weaponry, aircraft, nuclear power, and naval vessels.
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.
If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business stock. If eligible, you may be able to exclude up to 100% of the gain from federal taxes when you sell your shares through the capital gains tax exclusion. The potential tax savings simply cannot be understated.
The RIA industry recorded the highest monthly volume on record for M&A deals, which DeVoe & Company attributed to firms’ anticipation of interest rate cuts.
All Bible verses in this article are English Standard Version (ESV). Life can be challenging, and as Christians, we often face the same financial struggles as everyone else. Our faith sets apart, but it doesnt guarantee us a life free from the difficulties of saving, investing, and debt. If youre facing economic uncertainty, its natural to ask a series of challenging questions: Will God provide for me financially ?
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?
Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.
Sun Pharmaceutical Industries Ltd. is a leading global pharmaceutical company based in India, renowned for its high-quality generic medications and specialty products. Founded in 1983, Sun Pharma has grown to become one of the largest pharmaceutical manufacturers in the world, serving over 150 countries. The company focuses on therapeutic areas such as cardiology, psychiatry, neurology, and dermatology, emphasizing innovation and research.
Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.
When someone visits your website, it only takes 50 milliseconds to form an opinion – so make it count. Here are five proven techniques you can implement now to make your website stand out. Plan Your Website Theme and Structure Identify your target audience and create content and navigation that is relevant to their needs and interests. Keep navigation titles simple and concise.
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.
Seven of our eight indexes on our world watch list have posted gains through November 4, 2024. The Hong Kong's Hang Seng finished in the top spot with a year-to-date gain of 22.51%. The U.S. S&P 500 finished second with a year-to-date gain of 20.45%. The Tokyo's Nikkei 225 finished in third with a year-to-date gain of 14.97%.
The RIA industry recorded the highest monthly volume on record for M&A deals, which DeVoe & Company attributed to firms’ anticipation of interest rate cuts.
The Institute of Supply Management (ISM) has released its October services purchasing managers' index (PMI). The headline composite index is at 56.0, better than the forecast of 53.8. The latest reading moves the index back into expansion territory for 50th time in the past 53 months.
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.
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