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From the NY Fed: Household Debt Rose Modestly; Delinquency Rates Remain Elevated The Federal Reserve Bank of New York’s Center for Microeconomic Data today issued its Quarterly Report on Household Debt and Credit. The report shows total household debt increased by $147 billion (0.8%) in Q3 2024, to $17.94 trillion. The report is based on data from the New York Fed’s nationally representative Consumer Credit Panel.
Podcasts Dan Haylett talks retirement transitions with Victoria Barker, co-founder of Beyond Your Career. (humansvsretirement.com) Katie Gatti Tassin talks money dysmorphia with Clay Cockrell, a therapist for the ultra high-net worth crowd. (podcast.moneywithkatie.com) Home ownership Should you put down more than 20% on a new home? (ofdollarsanddata.com) Add rising HOA fees to the rising costs of home ownership.
Today, in the Calculated Risk Real Estate Newsletter: NY Fed: Mortgage Originations by Credit Score, Delinquencies Increase, Foreclosures Remain Low A brief excerpt: The first graph shows mortgage originations by credit score (this includes both purchase and refinance). Look at the difference in credit scores in the recent period compared to the during the bubble years (2003 through 2006).
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 Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.3% in October. The 16% trimmed-mean Consumer Price Index increased 0.3%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".
Measures of asset growth add considerable explanatory power to asset pricing models, but wait, there’s a twist. The formulation for measuring asset growth in risk models, such as the 5-Factor Fama-French (FF5F) or the Hou-Xue-Zhang (HXZ), do not necessarily align with traditional measures of firm investment even though they seem to be a good statistical [.
Measures of asset growth add considerable explanatory power to asset pricing models, but wait, there’s a twist. The formulation for measuring asset growth in risk models, such as the 5-Factor Fama-French (FF5F) or the Hou-Xue-Zhang (HXZ), do not necessarily align with traditional measures of firm investment even though they seem to be a good statistical [.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 255 thousand initial claims, up from 221 thousand last week. • Also at 8:30 AM, The Producer Price Index for October from the BLS. The consensus is for a 0.3% increase in PPI, and a 0.2% increase in core PPI.
Fresh off its acquisition of a $45 billion RIA, Pathstone taps former Schwab exec Eddie Brown to lead its organic growth and business development initiatives.
As XYPN celebrates its 10th anniversary, we're also marking the 8th edition of our Annual Benchmarking Study. What began as a way to understand the growth of fee-for-service advisory firms has now become an essential resource for advisors navigating this evolving space.
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.
Warren Buffett created Berkshire Hathaway Inc.’s Class B shares almost 30 years ago to stymie money managers who sought to split the high-priced conglomerate’s stock.
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?
Constellation Wealth Capital's Lisa Crafford discusses the power of mentorship, strategic growth approaches and the importance of fostering a strong community.
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.
Before we start, a quick follow up on Bitcoin. Mike Novogratz of Galaxy Digital said the following. At $500,000 we would have a nice gain of course but that price level solves absolutely none of the world's problems. On to today's post. We have a lot of fun here with portfolio theory. The conversation sometimes looks at some pretty extreme ideas with thought process being not to adopt extreme ideas to actually use but what can we learn and should the extreme have a little influence over how the
Icon Wealth Partners, Edge Capital Partners, Seasons of Advice Wealth Management and One Charles Private Wealth have all filed to leave the pact this month.
Bitcoin's price climbed above the $90,000 level this past week. BTC is currently up ~99% year-to-date. Here are the latest charts on three of the largest cryptocurrencies by market share through 11/12/24.
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.
Inflation rose slightly to snap a six-month cooling streak in October. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index fell to 2.6% year-over-year, right in line with economist expectations. Additionally, core CPI came in at 3.3% as expected.
Financial advisors fear life insurance more than their clients because of avoidance behaviors, cultural or family beliefs, fear of rejection, and self-worth issues, which they… The post Are You Overcoming the Common Fears of Selling Life Insurance? appeared first on Leading Advisor - Simon Reilly.
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.
My good friend, Brian Barnier, is a brilliant individual with excellent insights into financial and cyber risk management His personal website has a challenging sidebar. It says: Good risk management is… Building value Always having a Plan B (and C, D and …) The laser eye surgery of business — it sharpens focus.
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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