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From the Fed: Minutes of the Federal Open Market Committee, March 1819, 2025. Excerpt: With regard to the outlook for inflation, participants judged that i nflation was likely to be boosted this year by the effects of higher tariffs, although significant uncertainty surrounded the magnitude and persistence of such effects. Several participants noted that the announced or planned tariff increases were larger and broader than many of their business contacts had expected.
It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning. However, starting with these questions can have unintended consequences.
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-April 2025 A brief excerpt: This 2-part overview for mid-April provides a snapshot of the current housing market. At this moment, we cant talk housing without mentioning the overall economy. Just over two weeks ago, I revised down my outlook for housing this year, see Policy and 2025 Housing Outlook.
Podcasts Jim Dahle talks with Rob Orman about building a resilient, long-lasting career. (whitecoatinvestor.com) Christine Benz and Amy Arnott talk with Jay Zigmont, the author of a new book called "The Childfree Guide to Life and Money." (morningstar.com) Dan Haylett talks with Riley Moynes about the four phases of retirement. (humansvsretirement.com) Housing Not every financial decision has to make perfect sense.
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.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 20.0 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending April 4, 2025. The Market Composite Index, a measure of mortgage loan application volume, increased 20.0 percent on a seasonally adjusted basis from one week earlier.
From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for February 2025. Over the past three months, the indexes increased in 45 states , decreased in three states, and remained stable in two, for a three-month diffusion index of 84. Additionally, in the past month, the indexes increased in 38 states, decreased in six states, and remained stable in six, for a one-month diffusion index of 64.
From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for February 2025. Over the past three months, the indexes increased in 45 states , decreased in three states, and remained stable in two, for a three-month diffusion index of 84. Additionally, in the past month, the indexes increased in 38 states, decreased in six states, and remained stable in six, for a one-month diffusion index of 64.
Essential steps for high-net-worth individuals to donate art for tax deductions. Learn about institution selection, documentation and appraisal requirements.
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 219 thousand last week. Also at 8:30 AM, The Consumer Price Index for March from the BLS. The consensus is for 0.1% increase in CPI (up 2.6% YoY) and a 0.3% increase in core CPI (up 3.0% YoY).
XAI Interval Fund Index debuts, tracking 77 funds with $103B in assets. It offers a new metric for tracking interval and tender offer fund market performance.
A satirical account I follow on Twitter will often say "I can't top that" in the face of something truly ludicrous. Today's tariff news and all the rest, I can't top that. Really, that is to say it is all so unanalyzably stupid for how unnecessary it was, the rumor on Monday that this would happen which was denied up, down and sideways but then of course the pause did happen.
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 former TDAI and Altruist executive has been in stealth mode building Wing, a digital financial planning app meant to help next-gen clients build personalized, goals-based plans, and advisors capture money in motion.
Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. What if, instead of seeing it as a mere logistic hurdle, we embraced it as a moment to refine our financial strategy? In this episode, we talk about five strategies you can use during tax season to create opportunities to help you reach your financial goals.
When leadership holds a substantial stake in their company, they forge a powerful connection with investors. This skin-in-the-game approach creates natural incentives for executives and board members to make decisions that enhance shareholder value over the long run, rather than fixating on short-term metrics. By experiencing identical market fluctuations as other shareholders, executives who own significant portions of their company tend to demonstrate greater fiscal responsibility and strategi
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
As the first quarter of 2025 comes to a close, the team at Carson Wealth Pella has been hard at work helping to ensure our clients remain on track with their financial goals. From tax season preparations to professional development and a few well-deserved breaks, heres a look at what weve been up to. Navigating Tax Season The Carson Wealth team has been busy assisting clients through tax season, helping coordinate with CPAs, providing 1099s, and making sure everything is in place for a smooth fi
Today’s Animal Spirits is brought to you by Betterment Advisor Solutions and the Morningstar Investment Conference See here for more information on Betterment’s Advisor solutions See here to register for Morningstar’s investment conference, which is free for advisors Get a random Animal Spirits chart here On today’s show, we discuss: Weekend Reading – How Did We Get Here?
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.
Citadel Securities’ proposal to process trades for a swath of banks is taking shape behind the scenes, focusing on products across fixed-income markets.
In Kalikow v. Commissioner, the U.S. Court of Appeals for the Second Circuit upholds QTIP trust valuation for estate tax, rejecting deduction for settlement payment to widows estate.
When you define your “who” and “how,” marketing stops feeling random and starts feeling strategic. Instead of trying to be everywhere, you’ll focus on what actually works — showing up in the right places with the right message for the right people.
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?
Lost in the focus on the bludgeoning that tariff policy has had on equity markets, is the impact on global currencies. From the end of February through April 3rd, the U.S. Dollar is down 5.1% relative to other developed market currencies (DXY). In addition, we’ve also seen a violent unwinding of the popular currency carry trade.
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.
The plan provider with 1.3 million public service worker accounts has hired a former MassMutual executive to lead retail product offerings in a week market tumult has taken its toll on 401(k) plans.
The “awkward middle” of transition is where growth happens. Its the phase where youre no longer where you were, but not yet where you want… The post How Do You Navigate the Awkward Middle to Find New Beginnings? appeared first on Leading Advisor - Simon Reilly.
The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.
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.
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