Calculated Risk
MARCH 24, 2025
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).
The Big Picture
MARCH 24, 2025
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
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Nerd's Eye View
MARCH 24, 2025
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.
Abnormal Returns
MARCH 24, 2025
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.
Speaker: Erroll Amacker
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
Wealth Management
MARCH 24, 2025
The SEC's divisions of enforcement, exams and the office of the general counsel will experience some of the more significant departures.
Abnormal Returns
MARCH 24, 2025
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
XY Planning Network
MARCH 24, 2025
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.
Wealth Management
MARCH 24, 2025
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.
Don Connelly & Associates
MARCH 24, 2025
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
Wealth Management
MARCH 24, 2025
One of the most important functions of wealth managers is protecting financial data.
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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.
Validea
MARCH 24, 2025
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.
Wealth Management
MARCH 24, 2025
Ronice Barlow previously spent 30 years at Franklin Templeton, most recently as a senior strategic sales director for its U.S. Wealth division.
Zoe Financial
MARCH 24, 2025
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.
Wealth Management
MARCH 24, 2025
John Hancock rebrands to Manulife John Hancock and launches a new platform, Future Choice.
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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?
A Wealth of Common Sense
MARCH 24, 2025
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.
Wealth Management
MARCH 24, 2025
J.P. Morgan Securities claims former employee Yahaira Felix is still soliciting clients allegedly using confidential information.
Discipline Funds
MARCH 24, 2025
Ezra Klein and Derek Thompson have published an excellent new book titled “Abundance” The broad message of the book is that the US has hampered its growth and potential with excessive regulations and bureaucratic hurdles in essential areas like housing, infrastructure and clean energy. These policies have been well intentioned, but self sabotaging in many ways and the current Democratic party is now grappling with how to achieve its broader goals without doubling down on these same p
Wealth Management
MARCH 24, 2025
Sean Van Moorleghem replaces Cambridge's former CTO Nick Graham, who departed the IBD at the end of last year.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Alpha Architect
MARCH 24, 2025
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.
Wealth Management
MARCH 24, 2025
Executives of these firms have built professionally managed RIAs that are growing rapidly but responsibly without sacrificing the client experience.
Advisor Perspectives
MARCH 24, 2025
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%.
Speaker: Sierre Lindgren
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.
Calculated Risk
MARCH 24, 2025
This is something to watch with less international travel. Here are the daily travel numbers from the TSA. This data is as of March 23, 2025. Click on graph for larger image. This data shows the 7-day average of daily total traveler throughput from the TSA (Blue). Air travel is up about 2.6% YoY. The red line is the percent of 2019 for the seven-day average.
Advisor Perspectives
MARCH 24, 2025
Quantitative easing has created serious inflation threats. The only way out is to increase tax receipts and reduce government spending, neither of which is in the Fed’s purview. Otherwise, serious inflation lies ahead, regardless of Fed actions.
Calculated Risk
MARCH 24, 2025
Altos reports that active single-family inventory was up 1.9% week-over-week. Inventory is now up 7.0% from the seasonal bottom in January and is increasing seasonally. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2025. The black line is for 2019. Inventory was up 30.3% compared to the same week in 2024 (last week it was up 29.3%), and down 19.5% compared to the same week in 2019 (last week it was d
Advisor Perspectives
MARCH 24, 2025
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.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Carson Wealth
MARCH 24, 2025
Now What? Last week, we discussed how the S&P 500 officially moved into a correction (down more than 10% from the February 19 th peak). We noted then that most years (even some of the best years) see volatility and scary headlines, with many of those years seeing a 10% correction at some point in the year. Another angle on the correction though is how quickly it happened.
Advisor Perspectives
MARCH 24, 2025
The theme among so many writers seems to be “vibe shift.” And indeed, there is a concern the economy is slowing and may even be in a recession.
The Big Picture
MARCH 24, 2025
My back-to-work morning train WFH reads: Investors Who Were All In on U.S. Stocks Are Starting to Look Elsewhere : American exceptionalism was this years big trade. Now some are hedging their bets. ( Wall Street Journal ) Dollar Devaluation and the Antisystem Youth JD Vance’s speech, the Fed meeting, and China : All these developments – the antisystem youth sentiment, the AI disruptions, Trumps Mar-a-Lago accord moves, and attempts at reshoring – tie back to one urgent proble
Advisor Perspectives
MARCH 24, 2025
Removing the carbon dioxide we’ve put into the atmosphere and storing it back on Earth might sound like a fantasy, but the sprouts of an entire industry aiming to do just that are emerging.
Speaker: Aaron Berson
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
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