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As is traditional, the 2025 IRS tax filing deadline is April 15th. What is also unfortunately traditional is the run-up to this date, which tends to be a stressful and complicated time even at the best of times. With the most recent spate of natural disasters (such as the California wildfires and Hurricane Milton) making the tax filing process more difficult than normal for many, a tax extension can be a valuable tool for alleviating this pressure and providing much-needed breathing room.
Since March Madness is nearly upon us, how about a fun basketball story? I was lucky enough to be a hoops fan during the golden age of basketball: Larry Bird and Magic Johnson, the Bad Boy Detroit Pistons, Michael Jordan, and the perennially-on-the-verge-of-winning-it-all New York Knicks during the Patrick Ewing, John Starks, Charles Oakley, Anthony Mason era.
Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family Serious Delinquency Rates Increased in January Excerpt: Freddie Mac reported that the Single-Family serious delinquency rate in January was 0.61%, up from 0.59% December. Freddie's rate is up year-over-year from 0.55% in January 2024, however, this is close to the pre-pandemic level of 0.60%.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congressional Republicans, who recently voted to set a $4.5 trillion target cost for their planned tax bill to replace the Tax Cuts and Jobs Act (TCJA), are currently debating whether the “baseline” for that cost should be the current law where TCJA’s provisions will expire in 2026, or if it should assume that TCJA doesn’t expire &
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.
Top clicks this week 15 stocks that destroyed the most value in the past decade. (morningstar.com) The Wall of Worry is getting re-built. (downtownjoshbrown.com) The chances of you successfully timing the market based on macro stuff is slim. (awealthofcommonsense.com) Dave Nadig, "You are on your own. There are few left to trust." (davenadig.substack.com) Unfortunately, there is no going back.
At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025) What is the potential inflation impact of tariffs? Can the Fed ignore supply-chain disruptions that drive up prices? How should investors view the relationship between trade policy and inflation in the current economic environment? This week, we speak withAustan Goolsbee, president of the Federal Reserve Bank of Chicago.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 20.4 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending February 28, 2025. The Market Composite Index, a measure of mortgage loan application volume, increased 20.4 percent on a seasonally adjusted basis from one week earlier.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 20.4 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending February 28, 2025. The Market Composite Index, a measure of mortgage loan application volume, increased 20.4 percent on a seasonally adjusted basis from one week earlier.
Welcome everyone! Welcome to the 427th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sten Morgan. Sten is the owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, that oversees $220 million in assets under management for 90 client households. What's unique about Sten, though, is how he realized that the team that helped his firm reach an initial level of success as a $1M+ practice was not the team hed need to take it to the
February 2025 The S&P 500 returned -1.30% in February 2025. (on.spdji.com) How major asset classes performed in February 2025. (capitalspectator.com) Strategy A review of the times when things looked pretty bleak for the stock market. (optimisticallie.com) Don't kid yourself, we are all hopelessly biased. (ritholtz.com) Crypto A strategic reserve of XRP, SOL, ADA, ETH and BTC makes no sense.
This week, I speak with Philipp Carlsson , Global Chief Economist for Boston Consulting Group. Prior to this role at BCG, Philipp advised financial institutions and governments at the Organization for Economic Co-operation and Development (OECD) as well as McKinsey & Company. He was also Chief Economist at Stanford C. Bernstein. He is a frequent contributor to Harvard Business Review and World Economic Forum.
Special Note: There was a surge in gold imports in January. There is a time lag for when the imported gold will show up in inventories. GDPNow will correct for this once the gold is included as an increase in inventories, but currently GDPNow just included the import side. That is why GDPNow's tracking estimate of GDP is likely way too low. From BofA: Our 1Q GDP tracking is down from 2.3% q/q saar to 1.9% q/q saar since our last weekly publication.
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.
New financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract clients quickly and establish a base. But as the firm grows, so does an advisor's skill set and the demands on their time. And while new clients often come in at higher fees, early clients may still be paying well below the firm's current rates.
Strategy Market high-fliers can't go up indefinitely. (awealthofcommonsense.com) Nobody ever said investing in the stock market was fun. (tker.co) Forecasting the impact of macro events isn't always straightforward. (humbledollar.com) Finance The structured finance industry is back, and is set to be bigger than ever. (wsj.com) How carried interest calculations work in practice.
Welcome to March — that means Spring is not far off! Kick off the first weekend of the month by pouring yourself a mug of Tolima Los Brasiles Peaberry Organic , grabbing a seat by the fire, and enjoying our longer-form weekend reads: Gen Z and the End of Predictable Progress : How AI, volatility, and changing institutions are shaping young people’s economic reality ( Kyla’s Newsletter ) Palmer Luckey, American Vulcan.
From Fed Chair Powell: Economic Outlook Despite elevated levels of uncertainty, the U.S. economy continues to be in a good place. The labor market is solid, and inflation has moved closer to our 2 percent longer-run goal. At the Federal Reserve, we are intently focused on the dual-mandate goals given to us by Congress: maximum employment and stable prices.
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
Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using t
Podcasts Michael Kitces talks with Jennifer des Groseilliers, CEO of The Mather Group, about building an effective equity compensation plan. (kitces.com) Brendan Frazier talks with David Armstrong, President and Co-founder of Monument Wealth Management, about creating better client meetings. (podcasts.apple.com) Ted Seides talks with Brett Barth and Evan Roth, co-founders and Co-CEOs of multi-family office BBR Partners.
The transcript from this weeks, MiB: Melissa Smith, co-Head of Commercial Banking at JPMorgan , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio.
From the Census Bureau reported that overall construction spending decreased: Construction spending during January 2025 was estimated at a seasonally adjusted annual rate of $2,192.5 billion, 0.2 percent below the revised December estimate of $2,196.0 billion. The January figure is 3.3 percent above the January 2024 estimate of $2,122.2 billion. emphasis added Private spending decreased and public spending increased: Spending on private construction was at a seasonally adjusted annual rate of $1
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.
Markets Market crashes happen. (morningstar.com) How to make the most of a market downturn. (fortunesandfrictions.com) Finance Beware when a company touts it's stock, not its products. (herbgreenberg.com) Discord is talking IPO. (sherwood.news) Fund management Active ETFs are nearing $1 trillion in AUM. (etf.com) A brief history of the Firsthand Technology Value Fund.
Coming out of the election over the course of anywhere from a few weeks to a few months: Tesla was up nearly 100% Bitcoin rose 60% Microstrategy increased 112% Palantir blasted 200% higher Hims & Hers rocketed up 230% The gains were immense as animal spirits took over and investors got overly excited. The other side of greed is fear. The other side of exuberance is despair.
Fed's Beige Book Overall economic activity rose slightly since mid-January. Six Districts reported no change, four reported modest or moderate growth, and two noted slight contractions. Consumer spending was lower on balance, with reports of solid demand for essential goods mixed with increased price sensitivity for discretionary items, particularly among lower-income shoppers.
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?
According to SEC staff at the Investment Adviser Associations compliance conference, the two planned FAQs would help clarify when advisors must use net and gross performance to describe investments.
Skew Why investors avoid positive-skew investment strategies. (rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. (mailchi.mp) Round-ups A round-up of recent white papers including 'A New Paradigm in Active Equity.' (bpsandpieces.com) A round of recent research including 'Do Generalist CEOs Reduce Corporate Default Risk?
March 11, 2025, will mark five years since the World Health Organization proclaimed Covid-19 a pandemic. For many of us, life has changed significantly in that time, and so have our finances. Since March 2020 we’ve lived through a wide range of macroeconomic shifts: the onset of the pandemic brought a swift and sharp decline […] The post How Millennials Have Thrived in the Five Years Since Covid-19 appeared first on Wealthfront Blog.
On Friday, I noted: Q1 GDP Tracking: Wide Range, GDPNow Goes Negative GDPNow from the Atlanta Fed went strongly negative in the most recent reading: "The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is -1.5 percent on February 28". GDPNow is an excellent tracking model, however, the January surge in imports - especially for gold - caused the model to move negative.
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
Tax season is here, and it's crucial to be aware of the latest updates for 2024 to ensure you're compliant and maximize your returns. Tax law is an everchanging beast, with new rules and regulations being introduced every year. Professions are built around them, and the consequences of misreporting them can be hefty taxes from the IRS. But dont fret; we are here to help you navigate through what has changed since last year!
Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. Heres the thing. Yes, the year-to-date gains we saw in January have vanished, but as weve noted before, early in a post-election year things tend to be choppy. Not to mention February is a weak month historically, especially in a post-election year.
Today, in the Real Estate Newsletter: ICE Mortgage Monitor: Property Insurance Costs Rose at a Record Rate in 2024 Brief excerpt: Property Insurance Premiums Increased Sharply in 2024 Here is a chart from the Mortgage Monitor. These increases are largely being driven by losses due to natural disasters. The average annual property insurance premium among mortgaged single-family homes rose by a record $276 (+14%) to $2,290 in 2024 Thats the largest single-year increase on record dating back to 2
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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