Calculated Risk
MARCH 14, 2025
Today, in the Calculated Risk Real Estate Newsletter: Q4 Update: Delinquencies, Foreclosures and REO A brief excerpt: This entire housing cycle Ive argued that we would NOT see a surge in foreclosures that would significantly impact house prices (as happened following the housing bubble) for two key reasons: 1) mortgage lending has been solid, and 2) most homeowners have substantial equity in their homes.
The Big Picture
MARCH 14, 2025
This week, I speak with Stephanie Kelton , Professor of Economics and Public Policy at Stony Brook University and Senior Fellow at the Schwartz Center for Economic Policy Analysis. We discuss US fiscal policy, recession risks, and her New York Times bestseller “ The Deficit Myth: Modern Monetary Theory and the Birth of the Peoples Economy.” She has made virtually all the ‘top 50 lists’ including POLITICO’s 50 Most Influential Thinkers in 2016 and Bloomberg Businessw
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Abnormal Returns
MARCH 14, 2025
Listening Is AI the future of dubbing? (fastcompany.com) Bill Simmons has re-upped with Spotify ($SPOT). (hollywoodreporter.com) Spotify ($SPOT) will start publishing independent audiobooks. (techcrunch.com) Pocket Casts is making its podcast player free. (arstechnica.com) Economy Derek Thompson talks Gen Z with Kyla Scanlon, author of "In This Economy?
Nerd's Eye View
MARCH 14, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Securities and Exchange Commission (SEC) Commissioner Hester Peirce suggested in a recent interview that she would like to see the SEC give advisors more leeway to provide customized solutions to clients (rather than feeling required to take a regulator-prescribed "check-the-box" approach) and would like to ease the compliance burden on smaller investment advisers (p
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Abnormal Returns
MARCH 14, 2025
Markets In the face of uncertainty, the stock market shoots first, asks questions later. (downtownjoshbrown.com) Just how much are the threat of tariffs driving the stock market? (morningstar.com) A 10% correction is a blip. (disciplinefunds.com) Strategy If you are going commit the sin of market timing, sin only a little. (monevator.com) How bad investment decisions feed on themselves.
Wealth Management
MARCH 14, 2025
In addition, RIA Apella adds a $518 million Pennsylvania-based firm and Janney Montgomery and Citizens add advisors.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MARCH 14, 2025
Last month, Alpine Securities petitioned the Supreme Court to hear its ongoing lawsuit challenging the self-regulatory organizations constitutionality in a case that could impact the industry.
Harness Wealth
MARCH 14, 2025
For many small tax firms, the process of collecting client tax documents can be a time-consuming and a prolonged process. Although email, paper forms, and manual follow-ups may seem like standard operating procedures, these outdated methods have inefficiencies, security risks, and missed revenue opportunities. The good news is that technology solutions, like Harness, can streamline document collection and transform the way tax professionals work.
Wealth Management
MARCH 14, 2025
Before working with me, a new client lost $325,000 in a preventable hack. Here is how it happened.
Harness Wealth
MARCH 14, 2025
This edition of the Tax Advisor Weekly covers key updates for financial professionals. We start with a piece about the Treasury Department announcing it will not enforce beneficial ownership information (BOI) penalties on U.S. citizens or businesses, a significant shift in regulatory enforcement. We also dive into how decision-makers are navigating the impact of tariffs on input costs, a state-by-state breakdown of 2025 property taxes, and the American Institute of Certified Public Accountants (
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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 14, 2025
Former Coinbase engineer joins Altruist, FUSE Research on AI intent among advisors, Franklin Templeton partners with IMTC.
Cornerstone Financial Advisory
MARCH 14, 2025
As a Christian, your estate plan should represent your dedication to financial stewardship according to Scripture. By carefully crafting your estate, you ensure that your financial legacy becomes a powerful instrument for advancing God’s kingdom, supporting ministries, and leaving a spiritual and moral impact on future generations. W hat important factors should Christians consider when estate planning?
Wealth Management
MARCH 14, 2025
Silverleaf Wealth Management, which is affiliated with Gladstone Wealth Partners, a large enterprise of LPL, will use the capital to expand its services and fund M&A.
Random Roger's Retirement Planning
MARCH 14, 2025
First up is the new Rex Bitcoin Corporate Treasury Convertible Bond ETF (BMAX). It owns convertible bonds of companies who issue the converts to buy Bitcoin. When I read about this, my computer melted. For now, there are very few bond holdings from only three issuers, Microstrategy (maybe its just called Strategy now, not sure where that name change stands), Mara Holdings and Riot Platforms.
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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.
Wealth Management
MARCH 14, 2025
Summit Financial's deal with Gateway Advisory represents Summit's 21st investment since the start of 2024.
Carson Wealth
MARCH 14, 2025
Welcome back to Carsons Take Five with Ryan Detrick and Sonu Varghese! This week, we dive into recent market volatility, policy uncertainty, and whether a recession is on the horizon. With stocks swinging daily, we break down whats normal, whats not, and why investors shouldnt panic. Plus, we check in from Texasbecause what better way to talk markets than in front of some good BBQ?
Validea
MARCH 14, 2025
Companies with high free cash flow yields offer compelling investment potential by generating substantial cash relative to their market value. This cash generation efficiency highlights their operational strength and ability to convert revenue into actual cash after covering essential expenses. These cash-rich companies enjoy key strategic advantages.
Advisor Perspectives
MARCH 14, 2025
The Michigan Consumer Sentiment Index declined further this month, indicating growing pessimism among consumers. In March, the index plummeted to 57.9, the lowest level since November 2022. This represents a 10.5% (6.8 points) drop from the previous month, falling short of the anticipated 63.1.
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.
Calculated Risk
MARCH 14, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Note: " Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital capacity, or hospital occupancy data. " So, I'm no longer tracking hospitalizations.
Advisor Perspectives
MARCH 14, 2025
As of Q4 2024, the latest Fed balance sheet indicates that household net worth has risen 186% since reaching its 2009 low. However, when adjusted for inflation, household net worth has actually increased by only 93% since the 2009 trough.
Calculated Risk
MARCH 14, 2025
From BofA: Our 1Q GDP tracking remains unchanged at 1.9% q/q saar and our 4Q GDP tracking is down two tenths to 2.3% q/q saar since our last weekly publication. [Mar 14th] emphasis added From Goldman: We lowered our Q1 GDP tracking estimate by 0.3pp to +1.3% last week. [Mar 10th estimate] Atlanta Fed Economist Patrick Higgins put out a special note For GDP Forecasters, Some Gold Doesn't Glitter We generally take a hands-off approach in updating and distributing our GDPNow model forecasts.
Advisor Perspectives
MARCH 14, 2025
The yield on the 10-year note ended March 14, 2025 at 4.31%. Meanwhile, the 2-year note ended at 4.02% and the 30-year note ended at 4.62%.
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
The Big Picture
MARCH 14, 2025
My end-of-week morning train WFH reads: Perspectives on Market Downturns. The market does not care about your opinions. Stop it. Just stop it. Empirical studies on environments like this remind us that we don’t know. Goldman Sachs doesn’t know. Morgan Stanley doesn’t know. UBS doesn’t know. I don’t know. You don’t know. ( Fortunes & Frictions ) Trumps Policies Have Shaken a Once-Solid Economic Outlook : Economic forecasts have deteriorated in recent week
Advisor Perspectives
MARCH 14, 2025
Markets will be laser focused on Federal Reserve policy and economic projections next week, looking for signs about where interest rates are heading.
Advisor Perspectives
MARCH 14, 2025
The share of US workers represented by a union ended 2024 at 9.9%. Strip out public sector workers and the rate was 5.9%.
Advisor Perspectives
MARCH 14, 2025
It took just 16 trading sessions for US stocks to tumble into a correction, leaving a frazzled Wall Street asking just how long the “adjustment period” White House officials have warned about will last.
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.
Advisor Perspectives
MARCH 14, 2025
News related to tariffs, DOGE, geopolitical unrest, NVIDIA earnings, and more significantly impacted U.S. stock markets recently, with the S&P 500 retreating over 2.5% during the second half of February. There are signs that meaningful structural shifts are taking place in the market.
Advisor Perspectives
MARCH 14, 2025
The Liberal Party of Canada has wrapped up its leadership race, with Mark Carney winning by an overwhelming margin.
Advisor Perspectives
MARCH 14, 2025
The S&P 500 finished off a volatile week with its best day of the year, gaining 2.1% on Friday. However, the index finished the week in the red for the fourth consecutive week, its longest streak in eight months.
Advisor Perspectives
MARCH 14, 2025
An “insurance renaissance” is quietly reshaping a traditionally sleepy industry as a surge in annuities sales fuels demand for investment products with shorter duration and less liquidity, according to AllianceBernstein, an $806 billion asset manager owned by insurer Equitable.
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
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