Calculated Risk
FEBRUARY 17, 2025
Weekend: Schedule for Week of February 16, 2025 Tuesday: At 8:30 AM ET, The New York Fed Empire State manufacturing survey for February. The consensus is for a reading of -1.0, up from -12.6. At 10:00 AM, The February NAHB homebuilder survey. The consensus is for a reading of 47, unchanged from 47 the previous month. Any number below 50 indicates that more builders view sales conditions as poor than good.
Random Roger's Retirement Planning
FEBRUARY 17, 2025
Alfonso Peccatiello Tweeted out the following; We are not in a 5% world (yet?) for US treasuries but I could see where that level would entice more investors to lock in for longer than a year or two. I would want to see yields up near the bottom end of the normal range of equity returns, like maybe 7%, before I would consider taking on any sort of real duration and even then I don't know if the volatility would be worth it.
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Walkner Condon Financial Advisors
FEBRUARY 17, 2025
As part of 2025 Market Outlook, Mitch DeWitt of Walkner Condon Financial Advisors discusses the 25-year evolution of Exchange Traded Funds (ETFs), from their 1990s beginnings to current trends and future investment growth.
Norman Marks
FEBRUARY 17, 2025
This is not a political post. What I am about to say has nothing to do with politics. But what the politicians are doing or say they are going to do is creating potentially dramatic and fast-acting risks (and opportunities) for the rest of us.
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
NAIFA Advisor Today
FEBRUARY 17, 2025
NAIFA 2025 President Doug Masse y, LUTCF, FSS, CLU, ChFC, has come a long way since he joined NAIFA, then known as NALU, in 1987. He first attended a local luncheon in San Angelo, Texas, as a guest. It was a nice steakhouse, Massey admits, but he was reluctant and didnt really see the associations appeal.
YouSet Insurance
FEBRUARY 17, 2025
While your car insurance policy can cover rental cars, you typically need to have added rental car coverage to be eligible.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
FEBRUARY 17, 2025
In order to deliver the best service to their clients, financial advisors often take on responsibilities beyond giving financial advice, including compliance, marketing, team management, and other operational duties. With only so many hours in a day and demands coming from every direction, it can be challenging to prioritize the most important things for growing an advisory firm.
Calculated Risk
FEBRUARY 17, 2025
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in January A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.09 million in January, down 3.5% from Decembers preliminary pace and up 2.3% from last Januarys seasonally adj
Abnormal Returns
FEBRUARY 17, 2025
Podcasts Michael Kitces talks with David Grau, Jr., President of Succession Resource Group, about getting succession right. (kitces.com) Frazer Rice talks with Charles Chuck Rettig about how to best deal with the IRS. (podcasts.apple.com) Schwab Charles Schwab ($SCHW) is raising fees for advisory referrals. (citywire.com) Charles Schwab ($SCHW) has named a new head of digital assets.
Calculated Risk
FEBRUARY 17, 2025
Altos reports that active single-family inventory was up 0.9% week-over-week. Inventory always declines seasonally in the Winter and usually bottoms in January or February. Inventory is now up 2.2% from the bottom five weeks ago in January. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image.
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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.
The Big Picture
FEBRUARY 17, 2025
The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Riol on Bloomberg Radio. 00:00:16 [Speaker Changed] This week on the podcast I have another extra special guest.
XY Planning Network
FEBRUARY 17, 2025
The financial planning industry is evolving fast, and advisors are searching for better ways to build, grow, and run their firmswithout feeling bogged down by compliance and operational headaches. Historically, starting an RIA meant tackling high startup costs, navigating complex regulations, and juggling every aspect of running a firm alone. XYPN changed that 10 years ago with our Emerald membership, offering support at every step, from registration and launch to ongoing practice management.
A Wealth of Common Sense
FEBRUARY 17, 2025
Today’s Talk Your Book is brought to you by Invesco: See here for more information on the Nasdaq 100 On today’s show, we discuss: Where the inception of the Nasdaq 100 came from Understanding Tech exposure within the Nasdaq 100 Why the Nasdaq is winning the listing race Why companies enter and exit the index Differences between the Q’s and the S&P 500 Rules for getting added to the Nasdaq 100 The hi.
Zoe Financial
FEBRUARY 17, 2025
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 18th, 2025 Watch Time: 2.8 minutes Welcome to this week’s Market Drama! Stock Market Update: S&P 500 : Up 1.5% for the week and 4% year-to-date1% away from all-time highs. Nasdaq : Up 2.6% for the week, up 3.7% for the year. Economic Update: January CPI disappointed: Core CPI (food & energy excluded) was 3.3%, expectation was 3.2% Headline CPI was 3%, expectation was 2.9%.
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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?
NAIFA Advisor Today
FEBRUARY 17, 2025
NAIFA is laser-focused on ensuring our members, their businesses, and the broader financial services industry thrive in a rapidly evolving world. The success of insurance and financial professionals is crucial to the financial security of American families and the strength of the U.S. economy. We build a strong professional community to serve the best financial interests of communities across the country.
Don Connelly & Associates
FEBRUARY 17, 2025
"If you're not getting better, you're getting worse," is a widely quoted saying in athletic and business circles. Translation: if youre not proactively doing things to improve yourself, your competitors are, which means youre getting worse. Paraphrased for this article, it says, "If you're not adapting, you're falling behind." The financial advisory industry is evolving at a blurring pace, with rapid technological advancements, changing regulatory frameworks, and rising client expectations.
The Big Picture
FEBRUARY 17, 2025
My back-to-work morning train WFH reads: OnlyFans Sticky Business Model : One of the wildest recent stats Ive seen is that 1.4 million American women have created an OnlyFans account, equivalent to 2% of all American women aged 18-45. That figure is from writer Tiana Lowe Doescher and she based it on OnlyFans data, so take them with a grain of salt.
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