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Today, in the Calculated Risk Real Estate Newsletter: Moody's: Q1 2025 Apartment Vacancy Rate Highest Since 2010; Office Vacancy Rate at Record High A brief excerpt: From Moodys Analytics Economists: Q1 Moodys CRE Preliminary Trend Analysis The national multifamily market has been under supply-side pressure over the past two years. Steady demand finally paused the vacancy climb after a banner year with record-level inventory growth.
For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. Traditionally, these simulations take the form of either Monte Carlo analyses – showing the percentage of simulated outcomes in which the client finishes with assets remaining – or stress tests that assess plan durability under a handful of adverse scenarios.
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.6 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending March 28, 2025. The Market Composite Index, a measure of mortgage loan application volume, decreased 1.6 percent on a seasonally adjusted basis from one week earlier.
Podcasts Cameron Passmore and Benjamin Felix talk lifecycle investing with Professor Scott Cederburg. (rationalreminder.libsyn.com) Bogumil Baranowski talks with Alex Morris author of "Buffett and Munger Unscripted." (podcasts.apple.com) Dan Haylett talks purpose in retirement with David Marlow, author of "The Ikagi Way" (humansvsretirement.com) Housing What is the best case for housing affordability?
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.
From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for January 2025. Over the past three months, the indexes increased in 47 states , decreased in one state, and remained stable in two, for a three-month diffusion index of 92. Additionally, in the past month, the indexes increased in 35 states , decreased in nine states, and remained stable in six, for a one-month diffusion index of 52.
For RIAs to succeed in the next decade, panelists and attendees of RIA Edge Nashville point to professional businesses that offer recruits a chance to focus on clients.
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the March 2025 seasonally adjusted annual sales rate (SAAR) of 403 thousand. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the March 2025 seasonally adjusted annual sales rate (SAAR) of 403 thousand. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
From ADP: ADP National Employment Report: Private Sector Employment Increased by 155,000 Jobs in March; Annual Pay was Up 4.6% Despite policy uncertainty and downbeat consumers, the bottom line is this: The March topline number was a good one for the economy and employers of all sizes, if not necessarily all sectors, said Nela Richardson, chief economist, ADP. emphasis added This was above the consensus forecast of 119,000.
The organization has completely rebuilt its cybersecurity certification program, originally introduced in 2020, given regulatory changes in the past five years.
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 225 initial claims up from 224 thousand last week. Also at 8:30 AM, Trade Balance report for February from the Census Bureau. The consensus is the trade deficit to be $110.0 billion.
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.
Fashion designer Rebecca Minkoff recently described the floozy clause, in her will: if her husband remarries after she dies or they divorce, all her assets go into a trust for the kids.
Dear Mr. Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other.
FT Alphaville wrote a doozy about The Death Of The Yale Model that included some harsh criticism about the way endowments and similar pools of capital use alternatives. Obviously they've evolved to go very heavy into illiquid alts and from the article, consultant Richard Ennis thinks it's a very bad idea. "Alts bring extraordinary costs but ordinary returns.
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
In this column, I’ll share some marketing secrets I’ve seen work well, whether you are trying to do lead gen or whether you are in a “finals” situation competing against other advisors, or whether you are talking with a prospect in your office.
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.
Goldman Sachs Group Inc. is expanding its private equity offering to wealthy individuals across Wall Street and beyond, in the latest sign of investment firms gradually broadening access to the much sought-after private markets.
Apollo Global Management is trying to woo wealthy investors to one of its newest private market funds with a rare offer a bonus if they stick around for three years.
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?
The decision in the case initially filed by the SEC in 2019 comes the same week that LPL Financial announced it would acquire Commonwealth Financial Network in a $2.7 billion cash deal.
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.
Open, honest and candid discussion about the Commonwealth/LPL deal, Ohio cautioning advisors about tech and 401(k)s, and the second golden age of TPAs.
Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 26.1 and the latest P/E10 ratio is 34.7.
The repeal of the Government Pension Offset and Windfall Elimination Provision is creating major ripple effects for state employees and public sector professionals nearing retirement.
Based on the March S&P 500 average of daily closes, the Crestmont P/E of 38.2 is 152% above its arithmetic mean, 175% above its geometric mean, and is in the 99th percentile of this 14-plus-decade series.
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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