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Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family and Multi-Family Serious Delinquency Rates Increased in September Excerpt: Single-family serious delinquencies increased slightly in September, and multi-family serious delinquencies increased. Freddie Mac reported that the Single-Family serious delinquency rate in September was 0.54%, up from 0.52% August.
Podcasts Peter Lazaroff talks with Sara Gelsheimer, Senior Wealth Manager at Plancorp, about the importance of both spouses being involved in their household’s financial decisions (peterlazaroff.com) Carl Richards talks with Jerry Colonna about the 'emotional landscape of money.' (50fires.com) Khe Hy talks 'career earthquakes' with Paul Millerd. (youtube.com) Christine Benz and Amy Arnott talk with Phil Moeller author of "Get What’s Yours for Medicare.
From ADP: ADP National Employment Report: Private Sector Employment Increased by 233,000 Jobs in October; Annual Pay was Up 4.6% – Private sector employment increased by 233,000 jobs in October and annual pay was up 4.6 percent year-over-year, according to the October ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
Rates Why rates are bucking the Fed. (sherwood.news) What's behind weakness in the long end of the curve? (apolloacademy.com) Finance Charles Schwab ($SCHW) is expanding 24-hour trading. (barrons.com) The crypto industry is licking its chops for the prospects over the next four years. (theatlantic.com) Companies Does Arm Holdings ($ARMH) have an AI future?
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
At the Money: Getting More Out of Dividends with Shareholder Yield. Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. One alternative is shareholder yield, which includes not only dividends, but also share buybacks and debt paydowns as indicators of future gains.
From the NAR: Pending Home Sales Advanced 7.4% in September ending home sales rose in September, according to the National Association of REALTORS®. All four major regions experienced month-over-month gains in transactions. Year-over-year, the Northeast and West registered increases while sales remained steady in the Midwest and South. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – jumped 7.4% to 75.8 in September, the highest level
From the BEA: Gross Domestic Product, Third Quarter 2024 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 2.8 percent in the third quarter of 2024 , according to the "advance" estimate released by the U.S. Bureau of Economic Analysis. In the second quarter, real GDP increased 3.0 percent. The increase in real GDP primarily reflected increases in consumer spending, exports, and federal government spending.
I’m occasionally asked where a client should be financially compared to others. When it comes to personal finances, many people wonder how they stack up against the rest of the country. Whether it’s savings, retirement funds, or net worth, understanding where you stand can provide valuable perspective on your financial progress. While everyone’s financial journey is unique—and blanket comparisons don’t always tell the whole story—there are certain benchmarks and metrics that can help you m
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.
Key Highlights A referral program helps financial advisors grow their businesses. To create a good referral program, build strong relationships and provide exceptional service. It’s important to offer great rewards and make it easy for clients to refer their friends. Use social media and online platforms to promote your referral program. Regularly check, review, and improve your program using data and feedback.
But clients cited performance, change in service levels, and advisor moves as reasons they would switch advisors today, according to a new Dynasty study.
Key Highlights The financial advice world is changing. RIAs need to update their marketing plans to stay ahead. A strong brand identity is key to getting and keeping clients in this tough market. Websites, social media, and SEO offer great opportunities to connect with new clients online. RIAs must understand and follow SEC marketing rules to meet their ethical and legal needs.
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?
As someone who has spent considerable time in the ETF landscape, we feel a deep sense of gratitude for the opportunity to share insights on a decision that can significantly impact aspiring ETF entrepreneurs: whether to serve as an advisor or a sub-advisor. One of my teammates, Patrick Cleary, put together a great article that sheds light on the complexities and implications associated with each role.
I’ve identified long-term care as the greatest unsolved challenge in the field of goals-based retirement investing. This doesn’t make me Sherlock Holmes. Anyone who has requested a quote for LTCI knows we’ve got a problem.
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.
I think we would all agree that identifying the root cause of an issue is important. To quote the Management and Strategy Institute: Root Cause refers to the fundamental reason behind a problem or defect in a process. It is the underlying source that, when addressed, can prevent the recurrence of issues.
To understand the wave of bank partnerships with private-credit fund managers during the past year or so, think back to the boom in mortgage lending through securitization in the early 2000s. The same forces are at work: a huge demand for finance, limited and costly bank capital and investment bankers’ ingenuity and desire to generate business.
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.
On his first earnings call, newly appointed chief executive Rich Steinmeier gave no new details on the recent leadership change but struck a forward-looking tone. He added that the firm’s success is not dependent on advisors’ relationship with the CEO but rather the LPL employees they work with day-to-day.
The latest job openings and labor turnover summary (JOLTS) report showed that job openings decreased slightly in September, reflecting less hiring. Vacancies decreased to 7.846 million in September from August's downwardly revised level of 7.998 million. The latest reading was less than the expected 7.980 million vacancies.
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.
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 October 18, the index was at 36.727, up 3.225 from the previous week, with 5 of the 6 components in expansion territory.
The Conference Board's Consumer Confidence Index® rose in October to the highest level since January. The index increased to 108.7 this month from September's upwardly revised 99.2. This month's reading was much better than expected compared to the 99.5 forecasted.
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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