Calculated Risk
JANUARY 26, 2025
Weekend: Schedule for Week of January 26, 2025 Monday: At 8:30 AM ET, Chicago Fed National Activity Index for December. This is a composite index of other data. At 10:00 AM, New Home Sales for December from the Census Bureau. The consensus is for 670 thousand SAAR, up from 664 thousand in November. At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for January.
Million Dollar Round Table (MDRT)
JANUARY 26, 2025
By Amy Wakem During the 20 years of being a financial advisor, my agency has gone through a lot of transitions. And I’ve been asked a few times, At what point did your numbers start becoming consistent and you were making MDRT regularly? Our production became more consistent when we started becoming deliberate with the words we use when interacting with prospects or clients.
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A Wealth of Common Sense
JANUARY 26, 2025
Institutional investors made a huge push into hedge funds following the bursting of the dot-com bubble. It was the perfect environment because you had a situation where expensive stocks crashed while cheap stocks were a wonderful hedge. Going long cheap and short expensive allowed them to win in both directions.1 The S&P 500 got clobbered so it wasn’t hard to sell hedge funds to all of the pensions, endowments a.
Random Roger's Retirement Planning
JANUARY 26, 2025
Ray Dalio was interviewed by a couple of outlets while in Davos including by Yahoo Finance. The article was thin but there was a reference to his "holy grail" of 10-15 uncorrelated assets in portfolio construction. I haven't seen any articles/interviews where he shares idea on what should make up the uncorrelated bucket and how much to put into the uncorrelated bucket so if you've seen anything along those lines please leave a comment.
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
Advisor Perspectives
JANUARY 26, 2025
The world’s biggest stock market is heading for its best start for a new US president since Ronald Reagan was sworn in to power in 1985.
oXYGen Financial
JANUARY 26, 2025
Abnormal Returns
JANUARY 26, 2025
Top clicks this week Market consensus is max bullish. (downtownjoshbrown.com) Bonds vs. bond funds: you're still exposed to interest rate risk. (awealthofcommonsense.com) Have we entered a new era for interest rates? (bonddad.blogspot.com) Why interest rates are rising. (disciplinefunds.com) 7 life lessons including 'If you want to live a quiet life, live a quiet life.
Advisor Perspectives
JANUARY 26, 2025
US bond funds actively managed by industry heavyweights like Pacific Investment Management Co. attracted the most new investment last year as money returned after a two-year dry spell.
Calculated Risk
JANUARY 26, 2025
Most analysts expect no change to FOMC policy at the meeting this week, keeping the target range at 4 1/4 to 4 1/2 percent. Market participants currently expect the FOMC to be on hold at the January, March and May meetings, with the next rate cut in May. From BofA: We expect the Fed to stay on hold at its January meeting. The focus will be on the March decision and the Trump agenda.
Advisor Perspectives
JANUARY 26, 2025
In December, most strategists predicted positive returns for the S&P 500 in 2025. The range of reasonable outcomes for stocks is wide.
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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
JANUARY 26, 2025
Avert your eyes! My Sunday morning look at risk, corruption and policy failures: High Interest Rates Are Hammering Investors. What Lies Ahead Could Be Worse. Rising rates would be bad news for bondholders and borrowers of all stripes, particularly the U.S. government. They cast a shadow over stocks, too. ( Barron’s ) First-Time Homeownership Became Less Affordable Across Most of the United States in Recent Years : New homeownership became less affordable across much of the United States
Advisor Perspectives
JANUARY 26, 2025
Raw data needs sophisticated infrastructure to drive AI innovation. Snowflake provides critical infrastructure provider for the AI age.
Abnormal Returns
JANUARY 26, 2025
Markets Can corporate profit margins keep going up? (tker.co) AI is moving faster than the markets can keep up. (disciplinefunds.com) Your risk profile isn't static. (awealthofcommonsense.com) Crypto Pump.fun keeps pumping. (theblock.co) The many ways Trump can profit from his presidency, not just crypto. (motherjones.com) Finance Blackrock ($BLK) and the FDIC are at loggerheads.
Advisor Perspectives
JANUARY 26, 2025
In mid-2023, the estimated costs to roll S&P 500 futures on a quarterly cycle was roughly 0.40%, or 40 basis points (bps) annualized—a fairly justifiable expense for most investors considering the benefits of the instrument.
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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?
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