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S&P/Case-Shiller released the monthly Home Price Indices for June ("June" is a 3-month average of April, May and June 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 Decelerated in June The S&P CoreLogic Case-Shiller U.S.
“I constantly remind our employees to be afraid, to wake up every morning terrified. Not of our competition — but of our customers.” -Jeff Bezos, 1998 Amazon shareholder letter. We all know how much FAANMG stocks have faltered this year, but there is a bigger story brewing: The companies themselves seem to have…lost their way. What once made them great has slipped into their historical legacy, with less innovation and far less delight to its end users.
Why did the stock market bounce this summer? Everyone has their explanation: The Fed might pivot! Inflation readings have now peaked! Oil prices are down 25%! China is ending the lockdowns! The labor market is staying strong! Earnings are still coming in better than expected! All true. But there’s an even better reason that doesn’t invalidate any of the ones I’ve posted above.
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.
Podcasts Tim Ranzetta talks with Morgan Housel about the psychology of money. (ngpf.org) Jonathan Fields talks wealth and psychology with Patrice Washington host of the “Redefining Wealth Podcast.” (goodlifeproject.com) Jordan Harbinger talks with Dr. Brad Klontz — co-author of "Money Mammoth: Harness The Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals.
Cash tends to exist at the forefront of individuals' day-to-day lives for many reasons: as a stable savings vehicle for near-term goals, a safety net for unforeseen emergency expenses, and, of course, to pay for daily living expenses, just to name a few. And this nearness to daily life means that cash - and how it is used - is also often at the forefront of individuals' minds.
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released yesterday from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Aug 13, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, but the pace slipped to 27% above one year ago.
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released yesterday from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Aug 13, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, but the pace slipped to 27% above one year ago.
Source: AgWeb. If you are interested (as I am) in Real Estate , then allow me to suggest you consider exploring the world of Farmland. It is something I have done for a while, and it is a fascinating rabbit hole to fall into. Not so much as an investor, but as someone interested in how agriculture works (but yes, there is an investor angle here as well).
Is this chart going up or down? It’s not a trick question. Just look at it and tell me what primary the trend is. You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.
Podcasts Christine Benz and Jeff Ptak talk with Joe Saul-Sehy co-author of a new book "Stacked: Your Super-Serious Guide to Modern Money Management." (citywireusa.com) Demetri Kofinas talks with Vitaliy Katsenelson author of "Soul in the Game." (hiddenforces.io) Investing On the emotional advantage of caring less about your investments. (humbledollar.com) Thinking about money management as water management.
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
Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah. Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.
Today we celebrate the recovery of all the jobs lost in 2020, and the unemployment rate matching the lowest level since 1969. The headline jobs number in the July employment report was well above expectations, and employment for the previous two months was revised up by 28,000, combined. The participation rate decreased slightly, and the employment-population ratio increased slightly.
We are seeing investors shift into smaller tertiary markets where competition is weaker, value-add properties where the potential for rent increases is higher.
I had a fascinating conversation with an old friend who has been working in a giant bulge bracket firm his entire multi-decade career. What made this particular conversation so intriguing was his sudden epiphany about the Sell-side. Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace.
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 like the way Ari Wald at Oppenheimer frames the current technical set-up for the S&P 500. Now we’re caught between the declining 200-day and the rising 50-day – the latter might be the next major pivot point for short-term traders and for general sentiment depending on what happens if and when we get there: Here’s Ari: A Bullish Base vs. a Resuming Bear The S&P 500’s rejection from its 200-d.
Business Zack Fuss talks with Christian Bellinger about the business of luxury giant LVMH. (joincolossus.com) Howard Lindzon talks with Will Ahmed, founder and CEO of WHOOP. (howardlindzon.com) Barry Ritholtz talks with Hannah Elliott discuss how EVs are changing driving. (ritholtz.com) Derek Thompson talks with Ted Gioia on why old music is seemingly pushing aside new music.
Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah. Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.
From the BLS : Total nonfarm payroll employment rose by 528,000 in July, and the unemployment rate edged down to 3.5 percent , the U.S. Bureau of Labor Statistics reported today. Job growth was widespread, led by gains in leisure and hospitality, professional and business services, and health care. Both total nonfarm employment and the unemployment rate have returned to their February 2020 pre-pandemic levels.
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?
Over the years, I have been involved in a fair share of investment conferences. This began with the Big Picture Conference at the New York Athletic Club, post-GFC. I had flipped bullish in March 2009, but I have vivid recollections that Fall of listening to Jim O’Shaughnessy of OSAM explain the history of markets following a 50+% crash. He was even more bullish than I was, and had the data to back it up.
You don’t have to go checking to see all the other performances from last night’s Music Video Awards on MTV, you can just take my word for it – RHCP was the highlight. Nice to see Generation X is still in the conversation <laugh cry emoji>, very quietly being talented and capable while the Boomers and Millennials continue their culture war blood feud.
Aging Five lessons from getting older including 'Change gets old.' (humbledollar.com) The pursuit of the 'new things' eventually loses its glow. (gothamgal.com) Don't let inertia keep you from learning something new (and useful). (abnormalreturns.com) Investing Why avoiding investment fads is so difficult. (bestinterest.blog) Making the case for Series I Savings Bonds.
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
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year. This follows the FPA’s announcement that it plans to pursue title reform for the term “financial planner”, and signals that there may be coordination challenges or divergent strategies among the three organi
From the MBA: Mortgage Delinquencies Decrease in the Second Quarter of 2022 The delinquency rate for mortgage loans on one-to-four-unit residential properties decreased to a seasonally adjusted rate of 3.64 percent of all loans outstanding at the end of the second quarter of 2022, according to the Mortgage Bankers Association’s (MBA) National Delinquency Survey.
Over 1,800 companies re-shored production in 2021, setting a new record for re-shoring activity, notes The Reshoring Initiative. These companies are looking for logistics facilities, warehouses and distribution sites.
Yesterday I spent some time with Eric Balchunas recording a Masters in Business podcast. Balchunas is Senior ETF Analyst for Bloomberg Intelligence and the author of “ The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions.”. It’s a fun conversation I’m sure everybody will enjoy. There are parts of our discussion I thought were obvious, but he convinced me as underappreciated: First and foremost, the intense disruption of low-c
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
Sharing this chart from Guggenheim showing that the S&P 500’s bear market bounce literally stopped on a dime and was turned away at the 200-day moving average. It’s almost too perfect. We manage our tactical portfolio based on technically-oriented rules not because it always works (it doesn’t!) but because it eliminates feelings like fear or fear of missing out from the decision-making process.
Fund management The Vanguard Total Bond Market ETF ($BND) is set to become the biggest bond ETF. (ft.com) Four big trends in the asset management have been in place for a decade. (morningstar.com) Corporate governance only works if shares actually get voted. (etftrends.com) Coinbase How Coinbase ($COIN) lost its big lead to FTX and Binance. (nytimes.com) Why the Coinbase ($COIN)-Blackrock ($BLK) agreement is a big deal.
Cash tends to exist at the forefront of individuals' day-to-day lives for many reasons: as a stable savings vehicle for near-term goals, a safety net for unforeseen emergency expenses, and, of course, to pay for daily living expenses, just to name a few. And this nearness to daily life means that cash - and how it is used - is also often at the forefront of individuals' minds.
From the NY Fed: Total Household Debt Surpasses $16 trillion in Q2 2022; Mortgage, Auto Loan, and Credit Card Balances Increase 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 an increase in total household debt in the second quarter of 2022, increasing by $312 billion (2%) to $16.15 trillion.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
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