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Altos reports that active single-family inventory was up 0.9% week-over-week. Inventory bottomed in mid-February this year, as opposed to mid-April in 2023, and inventory is now up 4.7% from the February bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of March 29th, inventory was at 517 thousand (7-day average), compared to 513 thousand the prior week.
From the Census Bureau reported that overall construction spending increased: Construction spending during February 2024 was estimated at a seasonally adjusted annual rate of $2,091.5 billion, 0.3 percent below the revised January estimate of $2,096.9 billion. The February figure is 10.7 percent above the February 2023 estimate of $1,889.6 billion emphasis added Private spending was unchanged and public spending decreased: Spending on private construction was at a seasonally adjusted annual rate
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Markets How major asset classes performed in March 2024. (capitalspectator.com) There has been a fair amount of equity return dispersion, YTD. (mrzepczynski.blogspot.com) Strategy Why U.S. equity outperformance looks obvious in hindsight. (behaviouralinvestment.com) International diversification is no panacea, but what's the alternative? (morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS).
Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. (youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. (morningstar.com) Thomas Kopelman and Jacob Turner talk with Ankur Nagpal about tax considerations when selling a business.
Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. (youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. (morningstar.com) Thomas Kopelman and Jacob Turner talk with Ankur Nagpal about tax considerations when selling a business.
Welcome to the April 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news of an emerging wave of price increases from long-term AdvisorTech vendors like Orion and InvestCloud, which the companies are positioning as a necessary response to the impact of inflation on their underlyi
Today, in the Real Estate Newsletter: ICE Mortgage Monitor: The Impact of "Golden-Handcuffs" on Mortgage Payments Brief excerpt: Press Release: ICE Mortgage Monitor: Trading Up to a 25% More Expensive Home Would More Than Double the Average Mortgage Holder’s Payment • From 2000 to 2022, upgrading to a 25% more expensive home would have required the average homeowner to increase their principal and interest payment by roughly 40%, or about $400 per month • Today, that same trade-up buyer’s paymen
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.
From Matthew Graham at Mortgage News Daily: Mortgage Rates Sharply Higher to Start The Month March ended with a streak of some of the flattest day-over-day changes in mortgage rates on record. It was all but certain that the new week/month would bring a change to that sideways trend, but the reality [w]as immediate and abrupt. [ 30 year fixed 7.05% ] emphasis added Tuesday: • At 8:00 AM ET, Corelogic House Price index for February. • At 10:00 AM, Job Openings and Labor Turnover Survey for Februa
(Posted with permission). The ISM manufacturing index indicated expansion. The PMI® was at 50.3% in March, up from 47.8% in February. The employment index was at 47.4%, up from 45.9% the previous month, and the new orders index was at 51.4%, up from 49.2%. From ISM: Manufacturing PMI® at 50.3% March 2024 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector expanded in March after contracting for 16 consecutive months, say the nation's supply executives in the late
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?
While there is literature that describes the "domain" of artificial intelligence, there are very few, if any that analyze the valuation and pricing of AI stocks. The authors attempt to fill the void with a two part methodology. Valuing Artificial Intelligence (AI) Stocks was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Implementing the TIPS ladder is clunky, so I challenged the fund industry to simplify and improve with a TIPS ladder Fund. Stone Ridge Asset Management has done just that with its new LifeX Inflation Protected mutual funds.
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.
Ahluwalia, an executive at Hightower's private equity investor Thomas H. Lee Partners, will serve as president, while Bob Oros continues in his role as chairman and CEO of the company.
April is National Financial Literacy Month, an annual observation NAIFA wholeheartedly agrees with. But why is financial literacy important and what are we doing about it?
Personal income ( excluding transfer receipts ) rose 0.2% in February and is up 5.0% year-over-year. However, when adjusted for inflation using the BEA's PCE Price Index, real personal income (excluding transfer receipts) was down 0.1% month-over-month and 2.4% year-over-year.
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’s Animal Spirits is brought to you by Halo Investing: See here for more information on investing with Halo. We had Jason Barsema back on the show to give us an update on investing in structured notes. On today’s show, we discuss: Investing in structured notes based on single stocks The difference between hard and soft protection, and why hard protection is cheap right now Why banks offer structured not.
When it comes to the private real estate sector, the mention of the U.S. commercial office sector scares many investors away. While the office sector may give some investors pause, it's also prudent to look at the bigger picture.
We're excited to share another member story from our "How I Did It" series. Deciding to take the leap to start your own financial planning firm can be very scary. And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use? How do I manage compliance?
DON’T FEAR A STRONG START TO THE YEAR It’s April 1, and the first quarter of 2024 is in the books. On the heels of more than 25% in total return for 2023, the S&P 500 returned more than 10% in the first quarter. The logical question is: How much is too much? Looking at the numbers, more good news could be in store for the bulls. 2024 is off to a strong start.
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.
Bond traders priced in less monetary policy easing by the Federal Reserve this year — and briefly set the odds of a first move in June to less than 50% — after a gauge of US manufacturing activity showed expansion for the first time since 2022.
As the curtains draw on the financial year 2023/24, the stock market indices have exceeded expectations, with the Sensex and Nifty boasting robust gains. The Sensex surged by 28.6%, while the Nifty experienced a notable climb of 24.8%, outstripping the performance of many other major indices. Notably, the Nifty mid and smallcap indices emerged as the frontrunners in terms of gains.
The March S&P Global US Manufacturing PMI™ inched down to 51.9 from 52.2 in February, signaling further expansion in the sector although less pronounced. The latest reading was lower than the forecasted reading of 52.5.
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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