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Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family and Multi-Family Serious Delinquency Rates Increased in September Excerpt: Single-family serious delinquencies increased slightly in September, and multi-family serious delinquencies increased. Freddie Mac reported that the Single-Family serious delinquency rate in September was 0.54%, up from 0.52% August.
Welcome, everyone! Welcome to the 409th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Travis Hornsby. Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).
Podcasts Peter Lazaroff talks with Sara Gelsheimer, Senior Wealth Manager at Plancorp, about the importance of both spouses being involved in their household’s financial decisions (peterlazaroff.com) Carl Richards talks with Jerry Colonna about the 'emotional landscape of money.' (50fires.com) Khe Hy talks 'career earthquakes' with Paul Millerd. (youtube.com) Christine Benz and Amy Arnott talk with Phil Moeller author of "Get What’s Yours for Medicare.
At the Money: Getting More Out of Dividends with Shareholder Yield. Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. One alternative is shareholder yield, which includes not only dividends, but also share buybacks and debt paydowns as indicators of future gains.
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.
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 4.2% year-over-year in August Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for August ("August" is a 3-month average of June, July and August closing prices). August closing prices include some contracts signed in April, so there is a significant lag to this data.
For many years, the traditional career track for financial advisors has been an 'eat what you kill' model – where advisors must independently find, convert, and manage their own clients. As such, it isn't uncommon for an advisor's first few years to be characterized by long hours, high rejection rates, and low pay. For many, this can be a stressfully prolonged period that typically eases only as advisors build their client base and establish themselves in the industry.
Podcasts Ryan Detrick and Sonu Varghese talk with Josh Brown about the secrets of success in finance AND media. (podcasts.apple.com) Brett McKay talks with Daniel Crosby author of "The Soul of Wealth: 50 Reflections on Money and Meaning." (artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates.
Podcasts Ryan Detrick and Sonu Varghese talk with Josh Brown about the secrets of success in finance AND media. (podcasts.apple.com) Brett McKay talks with Daniel Crosby author of "The Soul of Wealth: 50 Reflections on Money and Meaning." (artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates.
The authors of the research discussed developed a machine learning model that can accurately predict trading volume for individual stocks. They then demonstrated how this model can be used to construct a portfolio that outperforms a traditional market-cap weighted portfolio. Using Trading Volume to Optimize Portfolio Construction and Implementation was originally published at Alpha Architect.
From the BLS: Employment Situation Total nonfarm payroll employment was essentially unchanged in October (+12,000), and the unemployment rate was unchanged at 4.1 percent , the U.S. Bureau of Labor Statistics reported today. Employment continued to trend up in health care and government. Temporary help services lost jobs. Employment declined in manufacturing due to strike activity.
BRICS is a coalition of five major emerging economies: Brazil, Russia, India, China, and South Africa. Formed in 2009, BRICS aims to enhance cooperation among its members in various sectors, including trade, investment, and development. This group represents a significant portion of the world’s population and GDP. By working together, BRICS countries seek to promote sustainable development and reform global financial systems.
Trading All-day equity trading takes another step. (cnbc.com) But don't expect a ton of liquidity. (sherwood.news) Robinhood ($HOOD) is jumping into the prediction markets. (theblock.co) HFT firms want speed, at any cost. (on.ft.com) Fund management Franklin Templeton's ($BEN) Western Asset Management unit has missed out on the bond market rally. (on.ft.com) Vanguard is closing its legacy mutual fund platform.
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
S&P/Case-Shiller released the monthly Home Price Indices for August ("August" is a 3-month average of June, July and August 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 Records 4.2% Annual Gain in August 2024 The S&P CoreLogic Case-Shiller U.S.
Home prices continued to trend upwards in August as the benchmark 20-city index rose for a nineteenth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.4% increase month-over-month (MoM) and a 5.2% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.1% and the YoY was -0.2%.
Markets Jeff Somer, "Hedging and prediction markets are certainly worth knowing about, but for financial well-being, I believe that straightforward strategies are superior for most of us — as long as the great U.S. experiment endures." (nytimes.com) On the danger of forecasting decade-long returns. (tker.co) The problem with broad emerging market indices.
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.
From ADP: ADP National Employment Report: Private Sector Employment Increased by 233,000 Jobs in October; Annual Pay was Up 4.6% – Private sector employment increased by 233,000 jobs in October and annual pay was up 4.6 percent year-over-year, according to the October ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
I’m occasionally asked where a client should be financially compared to others. When it comes to personal finances, many people wonder how they stack up against the rest of the country. Whether it’s savings, retirement funds, or net worth, understanding where you stand can provide valuable perspective on your financial progress. While everyone’s financial journey is unique—and blanket comparisons don’t always tell the whole story—there are certain benchmarks and metrics that can help you m
Rates Why rates are bucking the Fed. (sherwood.news) What's behind weakness in the long end of the curve? (apolloacademy.com) Finance Charles Schwab ($SCHW) is expanding 24-hour trading. (barrons.com) The crypto industry is licking its chops for the prospects over the next four years. (theatlantic.com) Companies Does Arm Holdings ($ARMH) have an AI future?
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?
Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students training to be financial planners.
The DOL reported : In the week ending October 26, the advance figure for seasonally adjusted initial claims was 216,000 , a decrease of 12,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 227,000 to 228,000. The 4-week moving average was 236,500, a decrease of 2,250 from the previous week's revised average.
Promoter holding refers to the percentage of shares owned by a company’s founders, promoters, or their family members. It reflects insider confidence in the business, with higher holdings typically indicating strong commitment and alignment with minority shareholders’ interests. When promoters increase their holdings in a company, it typically sends a strong positive signal to the market.
Crypto Crypto volume is up at Robinhood ($HOOD). (theblock.co) Microstrategy ($MSTR) plans to keep buying more Bitcoin. (coindesk.com) Coinbase ($COIN) is buying back shares. (theblock.co) Real estate Institutional investor ownership of single-family homes is concentrated in certain geographies. (wsj.com) How Florida's new condo laws are playing out.
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
From the NAR: Pending Home Sales Advanced 7.4% in September ending home sales rose in September, according to the National Association of REALTORS®. All four major regions experienced month-over-month gains in transactions. Year-over-year, the Northeast and West registered increases while sales remained steady in the Midwest and South. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – jumped 7.4% to 75.8 in September, the highest level
The conglomerate’s extraordinary profit jump stems from strategic diversification, operational efficiency, and robust growth across various business segments. Cost control measures, expanding market presence, and successful implementation of growth initiatives contributed significantly to this remarkable performance. Stock Movement: After announcing its quarterly results, Adani Enterprises Limited ‘s share has surged by 2.3%.
1) The SMCI Debacle SMCI has been on of the darlings of the AI boom over the last few years. But earlier this week they announced some, um, accounting “irregularities”. Not great. Now, I don’t know the specifics of the troubles there, but one thing I highlighted earlier this year was the strange addition of SMCI to the S&P 500 in March. SMCI was added despite having qualified for the index for just a few months.
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.
Today, in the Calculated Risk Real Estate Newsletter: A Proposal to Address the Housing Crisis Brief excerpt: Economist Adam Ozimek and John Lettieri (CEO, Economic Innovation Group) have a new proposal to address the housing crisis in the United States: How the next president can solve America’s housing crisis U.S. housing costs are out of control.
Stock recommendations are advice from financial experts telling investors whether they should buy, sell, or keep certain stocks based on their analysis of the market. A buy call recommendation tells investors to purchase a stock because it’s expected to rise in value based on favorable analysis. Indian Renewable Energy Development Agency Limited Indian Renewable Energy Development Agency (IREDA) is a Government of India enterprise that provides financial support for renewable energy and e
Why a Solo Retreat is Great for Annual Business Planning for Financial Advisors: Today let’s plan your biggest success as a financial advisor in all the years you have been in the business by A.Planning a solo retreat, and B.Learning strategies for income growth. What are your plans for growth […] The post Why a Solo Retreat is Great for Annual Business Planning for Financial Advisors appeared first on The Prosperous Advisor Coaching Blog.
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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