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Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI May 2024: Business conditions at architecture firms continue to soften The AIA/Deltek Architecture Billings Index (ABI) score declined to 42.4 for the month , as more firms reported a decrease in billings in May than in April. In addition, there is increasing softness in the pipeline of new work coming into firms.
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decrease to 619,000 Annual Rate in May Brief excerpt: The Census Bureau reports New Home Sales in May were at a seasonally adjusted annual rate (SAAR) of 619 thousand , however the three previous months were revised up sharply. The next graph shows new home sales for 2023 and 2024 by month (Seasonally Adjusted Annual Rate).
With lessons learned from his previous experience running Sanctuary, Dickson's Elevation Point was formed with United Atlantic Capital’s Mark Penske and launches with the acquisition of Mount Yale Capital Group.
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.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 0.8 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending June 21, 2024. This week’s results include an adjustment for the Juneteenth holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 0.8 percent on a seasonally adjusted basis from one week earlier.
Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. Because while 529 plans' combination of tax-deferred growth on invested funds and tax-free withdrawals for qualified education expenses (plus many state-level tax deductions or credits on 529 plan contributions) make it a powerful savings vehicle for coll
Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. Because while 529 plans' combination of tax-deferred growth on invested funds and tax-free withdrawals for qualified education expenses (plus many state-level tax deductions or credits on 529 plan contributions) make it a powerful savings vehicle for coll
Markets Stocks are exhibiting high dispersion. (sherwood.news) Treasury market liquidity is deteriorating. (apolloacademy.com) Today's market is unlike the Dotcom bubble. (spilledcoffee.co) Strategy Holding cash is comfortable right now, too comfortable. (cautiouslyoptimist.com) Don't let envy get a hold of your trading. (allstarcharts.com) Finance a16z isn't really getting into private equity.
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 240 thousand initial claims, up from 238 thousand last week. • Also at 8:30 AM, Gross Domestic Product, 1st quarter 2024 (Third estimate). The consensus is that real GDP increased 1.3% annualized in Q1, unchanged from the second estimate of a 1.3% increase. • Also at 8:30 AM, Durable Goods Orders for Ma
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
What I see emerging, though, is the idea that the CRM isn’t a single pane of glass to view the entire business. Effective CRMs are more like prisms, where the viewer’s role determines what they see, and what information leaps to their fingertips.
Today’s Animal Spirits is brought to you by Global X and CME Group: See here to learn more about Global X’s suite of ETFs See here for more information on CME Group’s valuable educational materials and trading tools and learn more about what adding futures can do for you. On today’s show, we discuss: US Stocks Beat Predictions Over the Past Decade.
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.
I stumbled into an old podcast from Resolve Asset Management that looked at the lack of differentiation from most factors and how to seek out "orthogonality" to get better diversification. Looking at the above factors, they would argue that it is difficult to get true diversification from these factors and others. There's maybe some diversification benefit to dividends and equal weight but they are all shades of the same color.
Open, honest and candid discussion about the DOL rule in Texas court, DC asset growth due to passive investing, Fisher's minority sale, Wealthies finalists and more.
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?
According to the Advisor Sentiment Index, financial advisors are feeling better about the prospects of the stock market, even as their view of the overall economy dims slightly.
Have you ever noticed how a hurrying marketplace thrives on a variety of vendors? It’s the same with a nation’s economy! For countries like India, on its exciting journey of growth, there’s a special kind of investor playing a crucial role: The Foreign Institutional Investors (FII). Imagine them as energetic international shoppers, bringing in a fresh wave of funds to Indian companies.
(Bloomberg) -- BlackRock Inc. is expanding further into private-markets investing, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients.
The longer I spent working at a big firm, the more I came to understand that the advice I could offer was determined by decisions at the top. My input as an advisor was limited, which didn’t sit well with me, so I looked for a position that would allow me to offer unbiased financial advice.
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.
The May release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 619,000 units, lower than the 636,000 forecast. New home sales are down 11.3% month-over-month from a revised rate of 698,000 in April and are down 16.5% from one year ago.
Over the last decade, there has been an ongoing fundamental debate about markets and valuations. The bulls have long rationalized that low rates and increased liquidity justify overpaying for the underlying fundamentals.
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.
Warren Buffett is renowned for his patient, long-term approach to investing in high-quality businesses with durable competitive advantages. While the Oracle of Omaha has historically shied away from retail stocks, athletic apparel maker Lululemon (NASDAQ: LULU) displays many characteristics that could potentially make it an attractive Buffett-style investment.
Traders in the US rates options market are embracing a nascent wager on the Federal Reserve’s interest-rate path: a whopping 3 percentage points worth of cuts in the next nine months.
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.
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