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S&P/Case-Shiller released the monthly Home Price Indices for January ("January" is a 3-month average of November, December and January closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Continues to Trend Upward in January 2024 The S&P CoreLogic Case-Shiller U.S.
Markets The equity risk premium is skimpy at the moment. (capitalspectator.com) Higher for longer is helping to push Treasury yields higher. (wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. (klementoninvesting.substack.com) What you can learn from Carrie Sun's new book “Private Equity: A Memoir.
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
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 6.0% year-over-year in January; FHFA: House Prices Declined Slightly in January, up 6.3% YoY Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for January ("January" is a 3-month average of November, December and January closing prices).
Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust.
Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust.
ETFs How the existence of sector ETFs affects analyst estimates. (papers.ssrn.com) How mutual funds and ETFs can exist side-by-side. (papers.ssrn.com) Macro Hedging inflation risk is harder than it looks. (insights.finominal.com) How do macro factors affect trend following returns? (mrzepczynski.blogspot.com) Quant stuff It's not difficult to calculate downside beta.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.
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.
Non-traded alternative funds have raised nearly $17 billion so far in 2024, according to the latest data from Robert A. Stanger. Some hedge fund managers are looking to launch ETFs amid a boom in actively-managed funds, reports ETF Stream. These are among the investment must reads we found this week for financial advisors.
In March 2020, at the height of uncertainty at the outset of the pandemic, I wrote about what it took to get to the roaring 1920s. This chart sums it up nicely: Here’s what I wrote at the time: How many people at the time would have predicted during the war/pandemic/recession/depression years that the 1920s would be one of the most innovative, prosperous periods our country had ever seen?
RIA executive Mike Capelle shares his vision for Modern Wealth Management to become a nationwide, “holistic” wealth management firm for the mass affluent.
Welcome back to the 378th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Michael Collins. Michael is the CEO & Founder of WinCap Financial, an RIA based in Boston, Massachusetts, that oversees $80M in assets under management for 70 client households. What's unique about Michael, though, is that since 2021 he has been able to grow WinCap Financial at a rate of more than $10M of AUM per year through consistently reaching out to leads purchased through SmartAs
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 survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone firms.
By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell companies can create excellent cover for those involved in fraudulent activities.
The Conference Board's Consumer Confidence Index® inched down in March. The index fell to 104.7 this month from February's downwardly revised 104.8. This month's reading was lower than expected, falling short of the 106.9 forecast.
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.
Dunham Trust's Sal Capizzi details how advisors can bring value to their clients through retirement planning and understanding the different retirement strategies.
One big reason the global financial system nearly collapsed in 2008 was that banks had shifted risks into the shadows, relying on insurance-like instruments that proved incapable of absorbing losses.
By Liz DeCarlo, MDRT Content Manager The “me” generation, self-absorbed, high-maintenance. These stereotypes are often used to describe millennials, said Aaron L. Hammer, LUTCF , in his presentation at the 2017 Annual Meeting. But there are also other words that apply to them: independent, positive, multi-taskers, tech-savvy, hungry for information, optimistic.
Effective marketing requires intention and a gut check. You need to honestly assess where your business is today before investing your time and efforts to get where you want to go.
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.
I wrote a fun new paper about the top 10 thing s in finance and economics that are my pet peeves. The article was inspired by the wonderful Cliff Asness paper from 2014 in which he debunks many common finance myths. Many of the things that annoy Cliff also annoy me, but I tend to get more annoyed by bad economic narratives. So, while this paper will never match up to the brilliant thinking of someone like Cliff I hope it’s a useful and different angle on some bad narratives that I wish wou
Today’s Animal Spirits is brought to you by TBIL and the US Benchmark Series: See here for more information on investing in TBIL and the US Benchmark Series See here to register for The Compound Insider On today’s show, we discuss: Why the roaring twenties left many Americans poorer Lots more on the big can kick in commercial real estate The $27T Treasury market is only getting bigger Hey ChatGPT, why isn̵.
The Federal Housing Finance Agency (FHFA) house price index (HPI) fell to 417.5 in January, its first decline since August 2022. U.S. house prices decreased by 0.1% from the previous month and are up 6.4% from one year ago. After adjusting for inflation, the real index was down 0.2% month-over-month and up 4.7% year-over-year.
Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–being forced with an early retirement. We all know that layoffs are part of the corporate landscape. While they are commonplace, when you are … Continued The post How to Handle a Forced Early Retirement, Ep #212 appeared first on Financial Symmetry, Inc.
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.
Bullish Homing Pigeon Pattern: Technical analysts rely heavily on chart and candlestick patterns to conduct comprehensive analyses of stock prices and accurately predict their future movements. Each pattern formed in the market has a clear and justified reason behind its formation and provides an indication of the market’s direction. Here in this article, we shall discuss a two-candlestick pattern called the bullish homing pigeon pattern with its meaning, formation, indication, and how to
Gas prices increased for a fourth straight week, jumping to their highest level since October. As of March 25th, the prices of regular and premium gas each increased 7 cents from the previous week. The WTIC end-of-day spot price for crude oil closed at $81.95, down 0.3% from last week.
Warmer days have many of us wanting to refresh our spaces and clear out the clutter. But while you’re cleaning up your home and minimizing unnecessary stuff, don’t forget to spring clean your finances, too. Taking some intentional time to organize your financial life can have major benefits all year long. Here are some tips to take advantage of the season and get your money under control: 1.
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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