Calculated Risk
FEBRUARY 25, 2025
Asset Quality Metrics Remained Generally Favorable, Though Weakness in Certain Portfolios Persisted Past-due and nonaccrual (PDNA) loans, or loans 30 or more days past due or in nonaccrual status, increased 7 basis points from the prior quarter to 1.60 This graph from the FDIC shows the number of problem banks. percent of total loans.
Wealth Management
JULY 30, 2024
They've expanded the number of possible portfolio constructions from 15 to 100 quintillion.
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Calculated Risk
MAY 29, 2024
Asset Quality Metrics Remained Generally Favorable With the Exception of Material Deterioration in Credit Card and Commercial Real Estate (CRE) Portfolios: Loans that were 90 days or more past due or in nonaccrual status increased to 0.91 From the FDIC: The number of banks on the FDIC’s “Problem Bank List” increased from 52 to 63.
Abnormal Returns
MARCH 17, 2025
thinkadvisor.com) The number of family offices is proliferating. (xyplanningnetwork.com) Advisers How Blackstone ($BX) could find its way into the RIA business. citywire.com) How Section 351 exchanges work. kitces.com) Advisers often need to work against what so-called gurus have said to prospects. crr.bc.edu)
The Big Picture
MARCH 18, 2025
The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Bad Numbers : 4. Emotional Decision-Making : We make spontaneous decisions for reasons unrelated to our portfolios.
Nerd's Eye View
DECEMBER 20, 2024
Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)
Nerd's Eye View
NOVEMBER 25, 2024
Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.
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