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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
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).
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.
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
CAIS Models Marketplace will include portfolios developed by wealth management firms, asset managers, and CAIS Advisors, the companys recently launched RIA.
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 $72.16 per barrel.
If Im being honest, when AI first came onto the scene, I felt overwhelmed by it, so I used it very sparingly. Last September, I attended Hubspots annual conference, INBOUND. The overwhelming message throughout the event was that AI is the future (and the now), and we must embrace it. When used correctly, AI makes us better and more productive at what we do.
If Im being honest, when AI first came onto the scene, I felt overwhelmed by it, so I used it very sparingly. Last September, I attended Hubspots annual conference, INBOUND. The overwhelming message throughout the event was that AI is the future (and the now), and we must embrace it. When used correctly, AI makes us better and more productive at what we do.
Crypto Strategy ($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.
From Matthew Graham at Mortgage News Daily: Mortgage Rates Slightly Higher to Start New Week The average mortgage lender raised rates modestly on Monday morning--a logical move considering the weakness in the bond market over the weekend. Rates are based directly on bonds. Bond "weakness" means investors are paying less for bonds which, in turn, means that yields (aka "rates") are effectively higher.
On this episode of Live from The Compound, Downtown Josh Brown is joined by Barry Ritholtz, Co-founder and Chairman of Ritholtz Wealth Management to discuss his new book release “How Not to Invest” The post The Compound: How Not to Invest appeared first on The Big Picture.
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.
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
By Antoinette Tuscano, MDRT senior content specialist Significant life experiences such as the death of a loved one, marriage, divorce and the birth of a child impact your clients lives and finances. Financial advisors often have a front-row seat to many of these seasons in their clients lives. While cards and flowers are kind and thoughtful gestures for these life changes, some advisors go the extra mile and offer referrals and connections to additional services as a next level of client serv
The Magic Formula, presented in “The Little Book That Beats the Market,” simplifies stock selection through a two-factor analysis. This method evaluates Return on Capitalmeasuring a company’s efficiency in generating profits from its assetsand Earnings Yield, which assesses whether a stock is reasonably priced relative to its earnings potential.
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?
For some reason, the YieldMax Microstrategy Option Income ETF (MSTY) was trending on Twitter. MSTY is one of the crazy high yielding single stock covered call funds (actually synthetic long with options and then a call written against that combo). Curious, I looked and found this work from @HYDivys. I can't vouch for the process or the accuracy but in terms of how we look at these things, check out the different between reinvesting MSTY's dividends and taking them as cash.
ETF issuers are adjusting to the new regulatory regime, expecting a lighter touch and faster approval for things like dual-class structures and innovation on private market and crypto ETFs.
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 24th, 2025 Watch Time: 2.5 min. Welcome to this week’s Market Drama! Stock Market Update: S&P 500: Up 0.5% for the week, now down 3.6% YTD. Nasdaq: Flat for the week, now down 8% YTD. MSCI EAFE (Developed International Stocks): Up 10% YTD. A reminder of the value of global diversification.
Today’s Talk Your Book is brought to you by F/m Investments: See here for more information on their ultra-short TIPS ETF On today’s show, we discuss: Why TIPS did not work in 2022 What are TIPS Why inflation hedges worked poorly in 2022 Introducing RBIL What a TIPS product gets you in terms of income and appreciation Paying tax on phantom income Why it took so long to get an ultra-short TIPS ETF Listen here.
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
A frequent point we make is about certain fixed income exposures having equity-like volatility and comparing what they look like versus alternatives that behave the way investors hope fixed income will behave. Based on the opening paragraph, you can probably guess which line tracks the traditional fixed income bond fund. Two of the other four lines are alternative fixed income products and the other two are not fixed income strategies but they behave in the way I believe investors hope fixed inc
This article highlights several SimpleVisor tools we use to track sector and factor rotations. These models help us better forecast tomorrow’s possible rotations and try to stay a step ahead of the market.
This article explores how many American households have retirement and bank accounts, focusing on those with lower incomes. Understanding Financial Inclusion in the United States was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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.
Six of the nine indexes on our world watch list have posted gains through March 24, 2025. Hong Kong's Hang Seng is in the top spot with a year to date gain of 21.82%. Germany's DAXK is in second with a year to date gain of 13.79% while France's CAC 40 is in third with a year to date gain of 8.50%.
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