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Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S. Senate has confirmed Paul Atkins to be the next Chair of the Securities and Exchange Commission (SEC). In terms of enforcement actions, Atkins is expected to prioritize instances of investor harm and be less inclined to issue sanctions for technical rule violations (which were more frequent under previous SEC Chair Gary Gensler).
From BofA: Since our last publication, our 1Q GDP tracking has remained unchanged at 0.4% q/q saar. [Apr 11th estimate] emphasis added From Goldman: We left our Q1 GDP tracking estimate unchanged at +0.3% (quarter-over-quarter annualized). [Apr 3rd estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is -2.4 percent on April 9, up from -2.8 percent on April 3.
Have you ever looked at your bank statement and wondered, Where did all my money go? Ive been theremore than once. And even as a financial expert, Im not immune to money leaks. In fact, staying on top of my spending takes serious intentionality, especially as a mom, a business owner, and a woman wearing many hats. Table of contents 1. Subscriptions: I had them all 2.
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.
Also, a South Carolina RIA snags a former Schwab high performer; New York-based Lenox Advisors promotes one advisor to partner, another to managing director; RIA NorthRock bolsters its Chicago office with a veteran advisor.
This Tweet paints a great picture of craziness going on in markets being driven of course by external factors that are even crazier. Early this week, I referenced a comment by Meb Faber that essentially said, you did what you did to try to protect your portfolio, hopefully it's working but that this point you just need to sit back and relax. I expanded on it a little bit and noted it's not particularly relaxing but I would reiterate that this is a great time to lean forward and learn about some
Wholesale inflation unexpectedly fell in March, dropping for the first time in 17 months. The producer price index for final demand was down 0.4% month-over-month after a 0.1% increase in February. This was lower than the expected 0.2% growth.
Lazard Asset Management's Rob Forsyth discusses various topics including the increasing demand for ETFs, the growth of actively managed ETFs influenced by regulatory changes, and the importance of transparency, tradability, and tax efficiency in ETFs.
Consumer confidence took another hit this month, primarily due to escalating worries about trade wars, inflation, and the labor market. The Michigan Consumer Sentiment Index plummeted to 50.8 in April, its second-lowest reading on record, surpassed only by June 2022.
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 yield on the 10-year note ended April 11, 2025 at 4.48%, its highest level since mid-February. Meanwhile, the 2-year note ended at 3.96% and the 30-year note ended at 4.85%.
Expatriate Financial Services didnt make the transition after LPL acquired its parent RIA, so the 4-person team is setting off on its own to manage what could be about $200 million in client assets.
Trade tensions and tariffs are reshaping market dynamics. Learn how to explain the risks and opportunities to clients while reinforcing long-term investment strategies.
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
How rising U.S.-China trade tensions and new tariffs are impacting global markets, investor sentiment, and long-term portfolio strategies. Read SEI's commentary.
Berkshire Hathaway Inc. sold ¥90 billion ($628 million) of bonds on Friday in its smallest yen deal ever in a market rocked by an escalating trade war.
Tariffs, inflation, and market volatility arent new. Learn why staying the course through uncertainty can help investors keep perspective and avoid rash decisions.
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.
This week, I speak with Anthony Yoseloff , Managing Partner and CIO of Davidson Kempner. Tony joined the firm in 1999. He holds a J.D. from Columbia Law School and an M.B.A. from Columbia Graduate School of Business Administration. Aside from his time at Davidson Kempner, Tony also holds various board seats, including the Board of Trustees of Princeton University and the Board of Directors of PRINCO.
Concerns about a trade war have rattled markets so far in 2025, but we believe fixed income investors need to be patient, stay defensive, and see how things evolve before making any big decisions.
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For March, Realtor.com reported inventory was up 28.5% YoY, but still down 20.2% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 30.3% YoY. Realtor.com has monthly and weekly data on the existing home market.
The markets are in the middle of a historic decline. Not so much in the magnitude—while we are approaching a bear market, these happen fairly regularly—but in the speed of the drop.
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?
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in March A brief excerpt: This is the second look at several early reporting local markets in March. Im tracking over 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. Ill update these tables throughout the month as additional data is released.
Following its worst week in over five years, the S&P 500 staged a significant recovery, posting its best week since November 2023 with a 5.7% gain. This rebound was largely fueled by Wednesday's dramatic 9.5% surge, its biggest single-day increase since 2008.
Tariffs Derek Thompson talks tariffs with Matthew Klein of The Overshoot. (podcasts.apple.com) Ezra Klein talks tariffs with Peter R. Orszag who is the CEO and chairman of Lazard Inc. ($LAZ). (podcasts.apple.com) Derek Thompson talks with Douglas Irwin about lessons learned from Smoot-Hawley. (podcasts.apple.com) How Not to Invest Frazer Rice talks with Barry Ritholtz author of "How NOT to Invest.
Taxpayers plan to use their tax refunds for essentials and debt repayment, as well as savings strategies. Bill Cass shares ideas and strategies to consider this year.
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.
Markets Markets are moving faster than ever before. (awealthofcommonsense.com) It's hard to argue that the range of outcomes hasn't increased. (acadian-asset.com) Four questions for addressing market uncertainthy. (wsj.com) Fund management Another look at the (disappointing) performance of liquid alternatives. (morningstar.com) Buffered ETFs are designed to be held to maturity.
Earnings season begins with companies adjusting on the fly to tariffs. This could give investors insight into strategies firms are taking and how businesses might be affected.
My end-of-week morning train WFH reads: The Market Check : Congress Blinks; Law Firms Cower; The Market Speaks.( Intrinsic Value by Roger Lowenstein ) Tariff Q&A: Welcome to the Actual Inbox : A brief comprehensive guide that hopefully answers all your questions.( Kyla’s Newsletter ) see also The Trump White House Cited My Research to Justify Tariffs.
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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