Wealth Management
JULY 2, 2025
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Calculated Risk
JULY 3, 2025
The headline jobs number in the June employment report was above expectations and April and May payrolls were revised up by 16,000 combined. The participation rate decreased, the employment population ratio was unchanged, and the unemployment rate was decreased to 4.1%. NOTE: State and local government education hiring was reported at 63.5 thousand in June (seasonally adjusted).
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Nerd's Eye View
JULY 4, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e., without a scheduled sunset) the lower individual tax rates enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA), increasing the estate and gift tax exemption (which was scheduled to revert to approximately $7.14 million next year) to $15 million in 2026, and raising the limit on the
Abnormal Returns
JUNE 30, 2025
Podcasts Michael Batnick talks with Dave Nadig about the impact AI will have on the business of advice. (youtube.com) Michael Kitces and Carl Richards on the emotional challenges of working with HNW individuals. (kitces.com) Jess Bost and Mark Newfield talk with Matt Hobson of Eagle Wealth Management. (podcasts.apple.com) Jeff Malec talks wealth management with Kevin Jamali, Senior Vice President at Farther.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
The Big Picture
JUNE 29, 2025
Bullish : Boaz Weinstein on Card Counting, Private Credit and Night Sweats: Strategy. Risk. Pattern recognition. Wall Street pros often play poker, chess, blackjack and other games that rely on skills that are highly transferable to their work. What role does game theory play in the markets? And how are successful traders using it? Sonali Basak interviews Boaz Weinstein and Liv Boeree for Bullish.
Wealth Management
JULY 1, 2025
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Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
JULY 1, 2025
Welcome everyone! Welcome to the 444th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Libby Greiwe. Libby is the founder of The Efficient Advisor, a financial advisor coaching and consulting business based in Loveland, Ohio, that's focused on helping advisors create systems and processes for themselves so that they can run their businesses in less time and with less stress.
Abnormal Returns
JULY 1, 2025
Quant stuff A round-up of recent white papers including 'AI Beneficiaries: Investing in Second-Order Effects.' (bpsandpieces.com) Jane Street has centralized its operations on an obscure programming language. (economist.com) Private equity A look at the fundamentals of private equity-owned firms. (mailchi.mp) Why manager selection matters so much for alternatives.
The Big Picture
JULY 5, 2025
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • JPMorgan’s Risky, 5-Day Dash to Help Warner Bros. Split in Two : Offering creditors a deal that would leave them with billions less than they were owed, despite the notes having an investment-grade rating.
Wealth Management
JUNE 30, 2025
Zephyr's Ryan Nauman and CFRA's Aniket Ullal discuss the complexities of active ETFs, ETFs as a share class, debunking misconceptions, and the rise of complex products such as options-based and leveraged ETFs.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Calculated Risk
JULY 2, 2025
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 2.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 27, 2025. Last week’s results included an adjustment for the Juneteenth holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 2.7 percent on a seasonally adjusted basis from one week earlier.
Nerd's Eye View
JUNE 30, 2025
The first quarter of 2025 brought a significant amount of turmoil for most financial advisory firms, as markets responded with high volatility to newly proposed tariffs – and advisors saw the challenging reality that in volatile markets, revenue dips while service demands from clients rise, as we're called (figuratively or literally) to help clients stay the course through turbulent times.
Abnormal Returns
JULY 2, 2025
Podcasts Peter Lazaroff talks with Barry Ritholtz about his new book "How NOT to Invest." (peterlazaroff.com) Peter Mallouk talks the science of happiness with Jonathan Clements. (creativeplanning.com) Ben Carlson talks with Scott Rick, author of "Tightwads & Spendthrifts," to explore the psychology of spending (youtube.com) Rick Ferri talks with Phil DeMuth, author of "The Tax-Smart Donor.
The Big Picture
JULY 4, 2025
My 3 (4?) day weekend WFB reads: • For ‘Jaws’ fans, there is no bigger island than Martha’s Vineyard. Fifty years after the release of the summer blockbuster, many visitors won’t go in the water. ( Washington Post ) • The dollar’s recent decline is not about ‘safe haven’ status : Confidence in the dollar system had a bad shock in April, after the president’s absurd Rose Garden performance on “liberation day”.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Wealth Management
JULY 2, 2025
Savvy Wealth, a technology platform provider to RIAs, announced the closing of a $72 million Series B funding round led by venture capital firm Industry Ventures.
Calculated Risk
JULY 1, 2025
Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family Serious Delinquency Rates Decreased in May Excerpt: Freddie Mac reported that the Single-Family serious delinquency rate in May was 0.55%, down from 0.57% April. Freddie's rate is up year-over-year from 0.49% in May 2024, however, this is below the pre-pandemic level of 0.60%.
Trade Brains
JULY 1, 2025
Goldman Sachs is a leading global investment banking, securities, and asset management firm serving corporations, financial institutions, governments, and individuals worldwide. Known for its deep expertise in mergers and acquisitions, market-making, and wealth management, the firm plays a pivotal role in global capital markets, offering innovative financial solutions and strategic advisory services across diverse industries.
Abnormal Returns
JUNE 30, 2025
Markets Has equity market sentiment gotten too frothy? (sherwood.news) It doesn't mean corrections can't happen, but It's hard to find fault with this market rally. (joefahmy.com) Crypto Robinhood ($HOOD) is launching tokenized US equities in Europe. (theblock.co) The UK companies that are jumping on the Bitcoin treasury bandwagon. (ft.com) Private credit Not everyone is happy about the growth in private credit.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
The Big Picture
JUNE 30, 2025
Last week, I moderated an amazing panel of emerging Hedge Fund & Alternative Managers at the Bloomberg 2025 Forum. As promiosed, here is the full video of the conversation The panelists on the Emerging Managers Panel were: Matthew Cherwin: Co-Founder & CIO, Marek Capital Management Imran Khan: Founder & CIO, Proem Asset Management Matt Jozoff: Co-CEO & Portfolio Manager, Trevally Capital Hear from new and emerging fund leaders on the opportunities and obstacles of launching and g
Wealth Management
JULY 1, 2025
More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports FundFire. Despite the recent rush to private markets, venture capital has struggled compared to other asset classes, according to PitchBook. These are among the investment must-reads we found this week for financial advisors.
Calculated Risk
JULY 3, 2025
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $71.5 billion in May , up $11.3 billion from $60.3 billion in April, revised. May exports were $279.0 billion, $11.6 billion less than April exports. May imports were $350.5 billion, $0.3 billion less than April imports. emphasis added Click on graph for larger image.
Trade Brains
JULY 5, 2025
Several fundamentally strong companies are catching investor interest with strong fundamentals and low stock prices. These firms, priced under Rs. 250, have impressive order books, one even reaching Rs. 1.21 lakh crore. Despite their solid business, they’re trading at discounts of up to 38 percent. This makes them attractive picks for those looking to add value stocks to their watchlist.
Speaker: Claire Grosjean, Global Finance & Operations Executive
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.
Abnormal Returns
JUNE 29, 2025
Newsletters Make sure you stay on top of everything on Abnormal Returns. Sign up for our (free) daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up for our (free) weekly advisor-focused newsletter. (newsletter.abnormalreturns.com) Top clicks this week Don't mix politics and investing. (klementoninvesting.substack.com) Does it matter if the stock market actually falls 20%?
The Big Picture
JULY 4, 2025
This week, I speak with Kate Moore , chief investment officer at Citi Wealth. We discuss her extensive and diverse career, which saw her as Head of Thematic Strategy and a portfolio manager for the Global Allocation Fund at BlackRock , and stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment positions.
Wealth Management
JULY 2, 2025
Open, honest and candid discussion about retirement plans for Amazon drivers, retirement assets sliding, a lack of plan sponsor fiduciary awareness and more.
Calculated Risk
JULY 2, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Employment Report for June. The consensus is for 129,000 jobs added, and for the unemployment rate to be unchanged at 4.2%. • Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for initial claims to increase to 239 thousand from 236 thousand last week. • Also at 8:30 AM, Trade Balance report for May from the Census Bureau.
Speaker: David Worrell, CFO, Author & Speaker
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.
Trade Brains
JULY 2, 2025
EPC stocks refer to stocks from businesses focused on engineering and construction management of large infrastructure projects. These companies benefit from government infrastructure spending as well as economic or industrial production positive growth trends. Some examples are Larsen &Toubro as well as Engineers India Limited. In this article, we will look at four stocks that have been recommended by Jefferies.
Abnormal Returns
JUNE 29, 2025
Companies Globalization has been good for the profit margins of U.S. companies. (tker.co) Ten of the best founder-led companies including Axon Enterprises ($AXON). (fiscal.ai) History says AI won't end with mass unemployment. (humbledollar.com) ETFs Most investors don't understand the yield on option strategy ETFs. (wsj.com) Don't let a celebrity name steer you into a ETF.
The Big Picture
JULY 2, 2025
At The Money: At The Money: Planning Your Retirement? (July 2, 2025) Is it better to blurb or not to blurb? That is the question? In this episode of At the Money, I speak with Guest. Full transcript coming soon. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. ” She joins Barry Ritholtz to discuss what you need to know about plann
Wealth Management
JUNE 30, 2025
For financial advisors, there's a delicate balance between leveraging AI-driven marketing tools and maintaining authentic client relationships.
Speaker: Cheryl J. Muldrew-McMurtry
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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