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Most people suffer from financial stress at some pointwhether it's dealing with high inflation or a volatile stock market. That's to be expected, and we've provided tips on how financial advisors can help "de-stress" their clients. However, when clients suffer from financial anxiety, it creates a new set of challenges for financial advisors. While stress can make a person worry about their financial situation, financial anxiety can be paralyzing, making it virtually impossible to move your clien
Calculation: BEA Table 3.1 Line 20 (Current Expenditures) divided by Table 1.1.5 Line 1 (GDP). Alternatively, Item #2 below divided by GDP. “ If you torture data long enough, it will confess to anything. ” – Ronald Coase Hey, it’s @TBPInvictus. Let’s delve into a case in point of Coase’s theorem: If you wanted to peddle the narrative that government spending is out of control, you might present a chart like the one above, which is an exact replica of a chart t
The BEA released the Personal Income and Outlays report for February: Personal income increased $194.7 billion (0.8 percent at a monthly rate) in February , according to estimates released today by the U.S. Bureau of Economic Analysis. Disposable personal income (DPI)personal income less personal current taxesincreased $191.6 billion (0.9 percent) and personal consumption expenditures (PCE) increased $87.8 billion (0.4 percent).
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates that 70% of affluent financial advisory clients who believe their advisor is always obligated to act as a fiduciary indicated they are satisfied with their relationship and aren't seeking out a new advisor, while only 41% of clients who believe their advisor may put their own interests first indicated they are satisfied with their relationship.
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Crypto Strategy ($MSTR) now owns more than 500,000 Bitcoin. (theblock.co) Tornado Cash is used by cybercriminals. The U.S. has removed sanctions on it. (axios.com) How Solana became synonymous with memecoins. (msn.com) Global America's allies are rethinking their purchase of U.S. arms systems. (wapo.st) Members of the administration are using Signal to coordinate military actions.
This week, I speak with author and financial journalist Michael Lewis. Michael has written countless New York Times bestsellers including Flash Boys and Going Infinite. His book The Big Short was turned into an Oscar-winning film, alongside his Oscar-nominated books-turned films The Blind Side and Moneyball. We breakdown the ins and outs of government and his latest book “ Who is Government: The Untold Story of Public Service.” A transcript of our conversation is available here Tuesd
From the BEA: Gross Domestic Product, 4th Quarter and Year 2024 (Third Estimate), GDP by Industry, and Corporate Profits Real gross domestic product (GDP) increased at an annual rate of 2.4 percent in the fourth quarter of 2024 (October, November, and December), according to the third estimate released by the U.S. Bureau of Economic Analysis. In the third quarter, real GDP increased 3.1 percent.
From the BEA: Gross Domestic Product, 4th Quarter and Year 2024 (Third Estimate), GDP by Industry, and Corporate Profits Real gross domestic product (GDP) increased at an annual rate of 2.4 percent in the fourth quarter of 2024 (October, November, and December), according to the third estimate released by the U.S. Bureau of Economic Analysis. In the third quarter, real GDP increased 3.1 percent.
Welcome everyone! Welcome to the 430th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is AJ Ayers. AJ is the co-founder of Brooklyn Fi, an RIA based in Brooklyn, New York but operating as a fully remote business, that oversees $370 million in assets under management for more than 400 client households. What's unique about AJ, though, is how she and her business partner have navigated the hiring and training, and system and process challenges, that come from very r
Crypto Fidelity Investments is planning to launch its own stablecoin. (ft.com) Gamestop ($GME) has joined the Bitcoin balance sheet trend. (sherwood.news) Private equity Private equity will not rest until they have access to your 401(k) account. (bloomberg.com) McKinsey & Co. with their 2025 report on private equity performance. (mckinsey.com) ETFs Buffer ETFs are no great innovation.
Fun chatting with Meb! Todays guest is Barry Ritholtz, Chairman, and CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, How Not to Invest, offers a blueprint to help you make better decisions and achieve financial success. In todays episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers of panic selling, the allure of following investment gurus, and the value of meaningful experiences over materia
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 0.8% Below 2022 Peak Excerpt: It has been over 18 years since the housing bubble peak. In the January Case-Shiller house price index released this week, the seasonally adjusted National Index (SA), was reported as being 78% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 12% above the bubble peak (and historically there has been an upward slope to real house prices).
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.
Almost anyone who has onboarded new employees will attest to the inherent balancing act it requires. New advisory firm employees need to learn ‘just a few' things: who their teammates are and how to work productively with them, who the firm serves, what makes the clientele unique, and how to navigate the daily operations and long-term goals of the firm.
AI Advisers are warming to AI. (thinkadvisor.com) How AI startup FINNY came to be. (riabiz.com) Zocks, which is focused on advisor-client meetings, raised a Series A. (citywire.com) What would an agentic AI solution look like for a financial advisor? (advisorperspectives.com) Ranking the adviser AI note taking apps. (kitces.com) Aging Older Americans have a bad sense of the risk of long-term care costs.
Today, in the CalculatedRisk Real Estate Newsletter: Policy and 2025 Housing Outlook Excerpt: I started the year taking Fed Chair Jerome Powells approach to the impact of policy: Id wait to see what was implemented before changing my outlook. Now we know a little more. Although there is still significant uncertainty, it appears that tariffs will stay (and likely increase in early April).
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
I had a great time talking with my old buddy, Jim O’Shaughnessy, about market history and where investors go awry.Jim and I go way back, and we discuss how people make bad decisions and why… Transcript here Source : Make Fewer Errors, Make More Money (Ep. 261) My conversation with Barry Ritholtz, Jim O’Shaughnessy Infinite Loops, March 27, 2025 XZXXXX The post Infinite Loops: Make Fewer Errors, Make More Money appeared first on The Big Picture.
Listening Peter Kafka talks the business of podcasting with PJ Vogt of Search Engine fame. (podcasts.apple.com) Nilay Patel talks AI and music with Kakul Srivastava, CEO of music creation platform Splice. (theverge.com) Business David Rosenthal and Benjamin Gilbert take a deep dive into the Indian Premier Cricket League. (acquired.fm) David Senra discusses lessons from Raising Crane's Founder Todd Graves.
From STR: U.S. hotel results for week ending 22 March The U.S. hotel industry reported positive year-over-year comparisons, according to CoStars latest data through 22 March. 16-22 March 2025 (percentage change from comparable week in 2024): Occupancy: 66.0% (+1.0%) Average daily rate (ADR): US$165.48 (+1.8%) Revenue per available room (RevPAR): US$109.22 (+2.8%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
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 Economist has a good piece about the growing importance of the stock market on household balance sheets. Here’s the chart that matters: By the end of 2024, Americans owned stocks worth 170% of disposable income which is back at record levels and much higher than in previous decades. The worry here is that a sustained drop in stock prices could eventually have an impact on the real economy.
While financial markets tend to rise in the long run, short-term volatility can be alarming for investors. Recent swings have been driven by economic policy shifts, persistent inflation concerns, and geopolitical uncertainty – all of which may unnerve even the steadiest of clients. During turbulent periods like these, advisors play a critical role in helping clients maintain perspective and stay grounded.
Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through February 2025. CPI Shelter was up 4.2% year-over-year in February , down from 4.4% in January, and down from the cycle peak of 8.2% in March 2023. Housing (PCE) was up 4.3% YoY in February , down from 4.5% in January and down from the cycle peak of 8.3% in April 2023.
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?
We also answered questions about the difference between a portfolio and a plan, personal finance advice for someone who lost their job, when to go from DIY to an advisor and how to get out of your illiquid investments. Further Reading: Timing the Housing Market: When Should You Sell? 1The S&P 500 has experienced 16 down years in that same time frame but far more corrections along the way. 2A few years ago that condo.
If Im being honest, when AI first came onto the scene, I felt overwhelmed by it, so I used it very sparingly. Last September, I attended Hubspots annual conference, INBOUND. The overwhelming message throughout the event was that AI is the future (and the now), and we must embrace it. When used correctly, AI makes us better and more productive at what we do.
Weekend: Schedule for Week of March 23, 2025 Monday: At 8:30 AM ET, Chicago Fed National Activity Index for February. This is a composite index of other data. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 25 and DOW futures are up 160 (fair value). Oil prices were up over the last week with WTI futures at $68.28 per barrel and Brent at $72.16 per barrel.
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
By Antoinette Tuscano, MDRT senior content specialist Throughout the world, people can bypass a financial advisor and go online to buy life insurance. In some Asian countries, this reality seems particularly alarming since the life insurance market is near the saturation point. The urgent question then becomes, Who will I sell to if people go online and buy it themselves?
Valideas Strategy of the Week series highlights time-tested investment strategies based on the insights of legendary investors. This week, we turn our focus to a Wall Street icon whose common-sense philosophy and astonishing long-term track record continue to resonate with investors of all levels Peter Lynch. The Legend Behind the Strategy Peter Lynch may be the most successful mutual fund manager of all time.
Despite the platforms boasts, what it is launching is not any different than other custodians, and advisors shouldnt be threatened, industry observers say.
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in February and a Look Ahead to March Sales A brief excerpt: After the National Association of Realtors (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in February.
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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