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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.
Also on the site Everything has an opportunity cost, everything. (abnormalreturns.com) Top clicks this week The Roaring 20's are here. Enjoy it while you can. (awealthofcommonsense.com) There's no alpha left in private equity. (linkedin.com) Patrick Mahomes finally takes an L. (sportico.com) Are index funds propping up the stock market? (awealthofcommonsense.com) Which bonds prove as the best portfolio diversifier?
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their registered representatives could lead to greater accountability for violations of the regulation.
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 Decrease in Latest MBA Weekly Survey Mortgage applications decreased 0.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending March 29, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 0.6 percent on a seasonally adjusted basis from one week earlier.
According to J.D. Power’s annual survey on self-directed investors, Fidelity took the top marks for DIY investors seeking guidance, with Charles Schwab following closely behind.
Autos What it takes to add an EV charger in your garage. (wsj.com) Formula E is still finding its footing, especially in America. (politico.com) Shipping Cargo ships are only getting bigger. Ports need to accommodate them. (ft.com) A history of bridge collisions. (theconversation.com) Swapping trucks for barges to transport goods. (nytimes.com) Energy The U.S. economy continues to get more energy efficient.
Autos What it takes to add an EV charger in your garage. (wsj.com) Formula E is still finding its footing, especially in America. (politico.com) Shipping Cargo ships are only getting bigger. Ports need to accommodate them. (ft.com) A history of bridge collisions. (theconversation.com) Swapping trucks for barges to transport goods. (nytimes.com) Energy The U.S. economy continues to get more energy efficient.
In its most recent report on U.S. Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. And given the industry's ongoing evolution away from being primarily sales-based and towards a more robust profession driven by deeper service models and long-term client/advisor relationships, many in the industry are genuinely concerned that there simply aren't enough new advisors entering the profession to meet the public's nee
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 $1,889.6 billion emphasis added Private spending was unchanged and public spending decreased: Spending on private construction was at a seasonally adjusted annual rate
Markets The global universe of public equities is shrinking. (ft.com) Two stocks accounted for a third of the Russell 2000's 5.2% return in Q1. (wsj.com) Magnificent Seven earning revisions are slowing. (ft.com) Strategy Rebalancing isn't market timing. (awealthofcommonsense.com) Why you should 'diversify your diversifiers.' (rogersplanning.blogspot.com) FTX Behind the scenes, former FTX customers are struggling.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. Even more difficult is using data based on samples and surveys (and subject to constant revision!) to develop some idea about which of the myriad possible outcomes might be more likely to occur.
The headline jobs number in the March employment report was above expectations; and January and February payrolls were revised up by 22,000 combined. The participation rate and the employment population ratio both increased, and the unemployment rate decreased to 3.8%. Leisure and hospitality gained 49 thousand jobs in March and is now above pre-pandemic levels.
Markets The VIX and credit spreads are both near multi-year lows. (entrylevel.topdowncharts.com) Everybody loves gold. (barrons.com) Companies GE's ($GE) split into three companies is now complete. (axios.com) Tesla's ($TSLA) inventory numbers are on the rise. (finance.yahoo.com) Sports Silver Lake is taking Endeavor ($EDR) private. (variety.com) Liberty Media ($FWONK) is taking control of MotoGP.
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.
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
From the BLS : Total nonfarm payroll employment rose by 303,000 in March, and the unemployment rate changed little at 3.8 percent , the U.S. Bureau of Labor Statistics reported today. Job gains occurred in health care, government, and construction. The change in total nonfarm payroll employment for January was revised up by 27,000, from +229,000 to +256,000, and the change for February was revised down by 5,000, from +275,000 to +270,000.
Markets A look back at Q1 2024 asset class returns. (novelinvestor.com) Growth and value performance flip-flopped in March 2024. (mrzepczynski.blogspot.com) Strategy In the meme stock age is fundamental analysis dead and buried? (howardlindzon.com) On the state of the momentum factor. (ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse.
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?
Welcome everyone! Welcome to the 379th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Hans Blake. Hans is the founder of Intelligent Investing, an RIA based in Greenville, South Carolina, that oversees $50M in assets under management for 40 client households. What's unique about Hans, though, is how through a desire to create a more centralized dashboard to help his clients understand their financial health, coupled with a deep fascination with technology and i
Today, in the Calculated Risk Real Estate Newsletter: Moody's: Apartment Vacancy Rate Unchanged in Q1; Office Vacancy Rate at Record High A brief excerpt: From Moody’s: The office sector slashed its vacancy record set just a quarter ago and marched another 20 bps closer to the 20% mark. Sitting at 19.8% in Q1 2024, this new record high vacancy rate is 50 bps above the recessionary peaks recorded in 1986 and 1991.
Podcasts Barry Ritholtz talks with Liz Ann Sonders about how to rebalance your portfolio. (ritholtz.com) Jesse Cramer talks with Peter Lazaroff about how to hang in there for the long run. (podcasts.apple.com) Dan Haylett talks with financial advisor Ed Combs about the relationship challenges in retirement. (humansvsretirement.com) Carl Richards talks with Hal Hershfield about aligning capital with your values.
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
The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Are Yor Rich? Billionaires know they are. Low-wage workers are very well aware that they aren’t. But vast swaths of America’s “regular rich” don’t feel that way, and it’s keeping everybody down. ( Bloomberg ) • Famously Obstinate, Bill Ackman Is Now Real-Life Famous.
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For February, Realtor.com reported inventory was up 23.5% YoY, but still down almost 38% compared to March 2017 to 2019 levels. Now - on a weekly basis - inventory is up 25.0% YoY. Realtor.com has monthly and weekly data on the existing home market.
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).
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.
This week, we speak with Ed Hyman, founder and chairman of Evercore ISI International Ltd. and vice chairman of Evercore Inc. He heads Evercore ISI’s economic research team. During his career, Hyman has been ranked as #1 in economics an unprecedented 43 consecutive times by Institutional Investor’s poll of investors. He explains the genesis of the broad and deep industry surveys ISI performs; the results provide a real-time snapshot of the economy weeks or months before it shows up in the
At the Calculated Risk Real Estate Newsletter this week: • Case-Shiller: National House Price Index Up 6.0% year-over-year in January • New Home Sales at 662,000 Annual Rate in February • Inflation Adjusted House Prices 2.4% Below Peak • FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores • Fannie and Freddie: Single Family Serious Delinquency Rate Decreased, Multi-family Decreased in February • Final Look at Local Housing Markets in February This is usually publ
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.
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.
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