Calculated Risk
APRIL 6, 2025
Weekend: Schedule for Week of April 6, 2025 Recession Watch Monday: No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 200 and DOW futures are down 1,200 (fair value). Oil prices were down over the last week with WTI futures at $61.99 per barrel and Brent at $65.58 per barrel. A year ago, WTI was at $88, and Brent was at $93 - so WTI oil prices are down about 25% year-over-year.
Million Dollar Round Table (MDRT)
APRIL 6, 2025
By Ellis N. Liddell, BS As we all do, your clients experience the joys and challenges of lifes many different stages. This may include buying homes, having children, getting married, expanding their business and retiring. Because I practice holistic financial planning, I help clients navigate through all of this. Creating wisdom teams To fully serve my clients in this capacity, I encourage my clients to have a wisdom team.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
APRIL 6, 2025
Amplify ETF, CEO, Christian Magoon shares some insights about the role ETFs, including black swan ETFs, can play in investment portfolios to help reduce investment risk during times of heightened market volatility.
Random Roger's Retirement Planning
APRIL 6, 2025
But first, although an insanely short period to look at, I wanted to see how some of the portfolios we've played around with here have came through the carnage of last week. Using testfol.io, the Vanguard S&P 500 ETF (VOO) was down 10.29% and the Vanguard Balanced Index Fund (VBAIX) which is proxy for a 60/40 portfolio was down 6.06%. First batch.
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Abnormal Returns
APRIL 6, 2025
Top clicks this week Nine things you can do when the world is on fire, including 'Tax loss harvest.' (disciplinefunds.com) Brett Steenbarger, "Successful traders identify what *is* happening and respond quickly. They don't become caught up in what they think will happen or what should happen." (traderfeed.blogspot.com) Even when you know what will happen, you can't predict the market's reaction.
Calculated Risk
APRIL 6, 2025
From the Association of American Railroads (AAR) AAR Data Center. Graph and excerpts reprinted with permission. Recent changes in U.S. trade policy represent a notable shift from previous approaches. These developments will affect multiple sectors, including freight rail, where global trade accounts for approximately 38% of unit volume and 37% of total revenue.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Big Picture
APRIL 6, 2025
Fun conversation with a few of the fun folk over at IEX. If you recognize that name, its because their founder, Brad Katsuyama was the focus of Michael Lewis’ “ Flash Boys.” Brad was also a guest on MiB. Here is the pod description: Rather than presenting a traditional how-to manual, the book emphasizes what investors should not do, covering bad ideas, bad numbers, and bad behaviors.
Advisor Perspectives
APRIL 6, 2025
The early days of the Trump administration have brought sweeping tariff announcements. While the situation is fluid, the direction is clear: trade restrictions are likely to increase, with China as a primary target.
Abnormal Returns
APRIL 6, 2025
Markets How often do corrections turn into bear markets? (awealthofcommonsense.com) How big was Friday's market move? (priceactionlab.com) Markets hate unpredictability. (ft.com) Rates The 10-year Treasury now yield a tick over 4%. (morningstar.com) Tariffs finally cracked the junk bond market. (ft.com) Strategy There is no playbook for what is happening.
Advisor Perspectives
APRIL 6, 2025
On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley discussed the details of the Trump administration’s tariff plan and the market’s reaction.
Speaker: David Worrell, CFO, Author & Speaker
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.
The Big Picture
APRIL 6, 2025
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: Traders Fear Global FX Market May Be Less Liquid Than It Appears : Currency heavyweights warn the fragmented, tech-driven modern market could be storing up trouble.( Bloomberg ) The Confessions of Insurance Executives : Champagne for record profits. Being ordered to execute some hostages.
Expert insights. Personalized for you.
147 
Let's personalize your content