Calculated Risk
MARCH 30, 2025
Weekend: Schedule for Week of March 30, 2025 Monday: At 9:45 AM ET, Chicago Purchasing Managers Index for March. The consensus is for a reading of 45.5, unchanged from 45.5 in February. At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for March. This is the last of the regional surveys for March. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 31 and DOW futures are down 192 (fair value).
Million Dollar Round Table (MDRT)
MARCH 30, 2025
By Bryce Sanders As a financial advisor, you may encounter estate planning roadblocks with clients. The client may say something like, I dont need to write a will. Everything I have will go to my spouse and vice versa. Or they might say, My estate is not large enough to create estate tax issues. The thinking behind these types of statements is that the client is only considering what happens if they die with only the assets they have now.
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Random Roger's Retirement Planning
MARCH 30, 2025
John Davi from Astoria Advisors hosts a weekly CIO call and I listened for the first time yesterday. John has some interesting views and things to say. One bit I've seen from him in a couple of different places is that right now he likes the Schwab US Dividend ETF (SCHD), presumably for broad-based exposure because his firm also offers and uses narrow based funds too.
Tobias Financial
MARCH 30, 2025
Market fluctuations and economic changes can bring up important financial considerations. Whether assessing cash flow, reviewing investment strategies, or evaluating long-term financial plans, it can be helpful to take a step back and explore different aspects of your financial picture. To help guide your review, the checklist below outlines a variety of financial topics to consider during times of market change.
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.
Advisor Perspectives
MARCH 30, 2025
Britain’s property-transaction tax, known as stamp duty, is set to rise sharply. Currently, first-time buyers pay no tax on properties worth up to £425,000 ($550,000). Starting next month, that threshold drops to £300,000, which will result in a charge of £6,250 on a £425,000 purchase.
Abnormal Returns
MARCH 30, 2025
Top clicks this week How to build an indexed portfolio. (humbledollar.com) Sometimes you end up buying the top. (tker.co) Options are expensive form of insurance. (disciplinefunds.com) The stock market is always changing. (awealthofcommonsense.com) The case for global diversification remains. (morningstar.com) McKinsey & Co. with their 2025 report on private equity performance.
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The Big Picture
MARCH 30, 2025
Fun convo with Joe and Josh of Stacking Benjamins. Transcript waaaay down the page here. Stacking Benjamins: Ever wondered how the top financial minds avoid disaster while the rest of us are busy panic-Googling best investments 2024? Today, Joe welcomes Barry Ritholtz of Ritholtz Wealth Management down to Moms basement for a conversation that flips typical investment advice on its head.
Advisor Perspectives
MARCH 30, 2025
It’s not just America and Europe that fear the competitive threat from Chinese clean technology. China itself is scared.
Calculated Risk
MARCH 30, 2025
Another update. a few key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust. 3) The seasonal swings have increased recently without a surge in distressed sales.
A Wealth of Common Sense
MARCH 30, 2025
I get a lot of emails from young people in the finance world asking for career advice. Career advice is hard. Your path is often dictated by some combination of circumstance, timing, network, hard work and luck (good and bad). I look back on my career and realize it would be nearly impossible to replicate. One or two decisions here or there and things could have worked out much differently.1 That doesn’t mean all gu.
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
MARCH 30, 2025
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: This Is the Land of WolvesNow : Masked agents snatching people off the street. Government officials using caged prisoners for propaganda videos. We are the villains. ( The Bulwark ) The Scammers Manual: How to Launder Money and Get Away With It : Documents and insiders reveal how one of the worlds major money laundering networks operates.( New York Times ) IRS Predicts DOGE Lost Half a Trillion Dollars fo
Abnormal Returns
MARCH 30, 2025
Strategy 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) If you are nervous about the stock market, you are likely taking too much risk. (theirrelevantinvestor.com) Everybody needs a cheat day, when it comes to their investments.
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