Calculated Risk
MARCH 26, 2025
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in February and a Look Ahead to March Sales A brief excerpt: After the National Association of Realtors (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in February.
Abnormal Returns
MARCH 26, 2025
Crypto Fidelity Investments is planning to launch its own stablecoin. (ft.com) Gamestop ($GME) has joined the Bitcoin balance sheet trend. (sherwood.news) Private equity Private equity will not rest until they have access to your 401(k) account. (bloomberg.com) McKinsey & Co. with their 2025 report on private equity performance. (mckinsey.com) ETFs Buffer ETFs are no great innovation.
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Calculated Risk
MARCH 26, 2025
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 225 initial claims up from 223 thousand last week. Also at 8:30 AM, Gross Domestic Product, 4th Quarter and Year 2024 (Third Estimate) , GDP by Industry, and Corporate Profits.
Wealth Management
MARCH 26, 2025
Recent celebrity cases of Wendy Williams and Britney Spears shed light on guardianships and conservatorships.
Speaker: Erroll Amacker
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
Nerd's Eye View
MARCH 26, 2025
While financial markets tend to rise in the long run, short-term volatility can be alarming for investors. Recent swings have been driven by economic policy shifts, persistent inflation concerns, and geopolitical uncertainty – all of which may unnerve even the steadiest of clients. During turbulent periods like these, advisors play a critical role in helping clients maintain perspective and stay grounded.
Wealth Management
MARCH 26, 2025
Massachusetts Secretary of State Bill Galvin issued the subpoena seeking information on how Robinhood users in Massachusetts have traded college sports-events contracts.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MARCH 26, 2025
BlackRock set up the model portfolios with publicly traded stocks and bonds alongside more complex private equity and credit funds and will possibly include other alternatives at some point.
Random Roger's Retirement Planning
MARCH 26, 2025
I'll cut to the chase and then work from there. Youre not a fiduciary if you dont consider alts. That came from a Bloomberg article about private equity firms trying to offer their funds in 401k plans for participants to invest. This coming to pass would of course benefit all of the operating companies like Blackstone (BX), Apollo (APO), Carlyle Group (CG) and others but maybe not KKR as we looked at yesterday.
Wealth Management
MARCH 26, 2025
Minneapolis-based RIA Wealth Enhancement continues a torrid pace of dealmaking in 2025, bringing total AUM to $111.8 billion with the addition of Marcum Wealth.
Advisor Perspectives
MARCH 26, 2025
BlackRock Inc., fresh off a $28 billion deal spree to transform into a major player in alternative assets, is integrating complex private investments into its ready-made portfolios for individuals.
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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.
Wealth Management
MARCH 26, 2025
Estate of Galli provides useful authority with potentially more to come.
Advisor Perspectives
MARCH 26, 2025
When a testimonial is shared in a compliant manner, it remains entirely in the client’s own words – free from advisor influence – making it one of the most transparent and credible marketing tools available.
Wealth Management
MARCH 26, 2025
Open, honest and candid discussion about retirement plan assets, PE funds in workplace plans, the future of the DOL fiduciary rule and more.
Advisor Perspectives
MARCH 26, 2025
The Chicago Fed National Activity Index (CFNAI) rose to +0.18 in February from -0.08 in January. Three of the four broad categories of indicators used to construct the index increased from January, and two categories made positive contributions in February.
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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?
Wealth Management
MARCH 26, 2025
Goldman Sachs will now be integrated into Dynasty Financial Partners tech stack and investment management platform.
NAIFA Advisor Today
MARCH 26, 2025
Charitable giving plays a vital role in many clients financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift. Selecting the right charitable planning tools ensures that clients maximize both their financial benefits and the lasting impact of their contributions.
Wealth Management
MARCH 26, 2025
U.S. companies and individuals are now exempt from reporting requirements in changes to the Corporate Transparency Act.
Leading Advisor
MARCH 26, 2025
Transitions are rarely simple or one-dimensional. They often involve overlapping areas of life that require careful navigation and intentional action. The 6 Ps of transitionPersonal,… The post What Are the 6 Ps of TransitionAnd How Do They Apply to You? appeared first on Leading Advisor - Simon Reilly.
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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.
Wealth Management
MARCH 26, 2025
Robinhood Strategies portfolios will include a mix of single stocks and ETFs for a 0.25% annual fee, while the private banking service will include estate planning and tax advice exclusively for Gold members.
Advisor Perspectives
MARCH 26, 2025
Last year was a record for S&P 500® stock buybacks, led by the now “Lag 7” companies, though the SPX buyback yield dropped to a 2-year low.
YouSet Insurance
MARCH 26, 2025
Considering RBC home insurance? Weigh the pros and cons before committing and find out if theres a better deal out there.
Advisor Perspectives
MARCH 26, 2025
The truth is, if you’re having to follow up with your prospect, you’ve already lost them. The sale was over at “hello.
Speaker: Sierre Lindgren
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.
Abnormal Returns
MARCH 26, 2025
Podcasts Peter Lazaroff talks with Allison Schrager about managing risks in your finances. (peterlazaroff.com) Dan Harris talks with Jordan Harbinger about how to network in a non-icky way. (podcasts.apple.com) Katie Gatti Tassin talks wealth inequality with Matt Bruenig. (podcast.moneywithkatie.com) Investing Everyone needs an investing plan, even a mediocre one.
Advisor Perspectives
MARCH 26, 2025
Bitcoin's closing price inched above $87,000 for the first time in nearly three weeks. BTC is down ~7% year to date and ~18% below its record high.
Wealth Management
MARCH 26, 2025
Paul Atkins confirmation hearing comes as the SEC is scheduling additional crypto-related roundtables, and one commissioner expressed her concern about a spate of deregulation by guidance.
Advisor Perspectives
MARCH 26, 2025
Electronic market makers like Citadel Securities LLC and Jane Street Group have been gobbling up market share from investment bank rivals, but to really get ahead they’ll need a helping hand. They might be about to get it from a surprising source: Some of those same banks.
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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.
Calculated Risk
MARCH 26, 2025
This is something to watch again. Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16, 2023. I switched to a physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period when both contracts were available.
Advisor Perspectives
MARCH 26, 2025
New orders for manufactured durable goods unexpectedly rose to $289.29B in February. This represents a 0.9% increase from the previous month and a 3.4% rise from one year ago. The latest reading was better than the projected 1.1% decline.
Calculated Risk
MARCH 26, 2025
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 2.0 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending March 21, 2025. The Market Composite Index, a measure of mortgage loan application volume, decreased 2.0 percent on a seasonally adjusted basis from one week earlier.
Advisor Perspectives
MARCH 26, 2025
The Federal Reserve has raised some questions with its recent decision to slow the pace at which it’s shrinking its more-than-$4-trillion pile of Treasury securities.
Speaker: Aaron Berson
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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