Wealth Management
JUNE 23, 2025
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Calculated Risk
JUNE 25, 2025
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decrease to 623,000 Annual Rate in May Brief excerpt: The Census Bureau reported New Home Sales in May were at a seasonally adjusted annual rate (SAAR) of 623 thousand. The previous three months were revised down. The next graph shows new home sales for 2024 and 2025 by month (Seasonally Adjusted Annual Rate).
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Abnormal Returns
JUNE 25, 2025
Podcasts Peter Mallouk and Charlie Bilello talk with Jonathan Clements about some big lessons. (podcasts.apple.com) Luca Dellanna and Ismail Manik talk with Barry Ritholtz about his book "How NOT to Invest." (patternsandstories.substack.com) Joe Weisenthal and Tracy Alloway talk with Morgan Stanley housing strategist Jim Egan, about the big housing divide.
The Big Picture
JUNE 25, 2025
At The Money: Navigating War, Tariffs and Geopolitics (june 25, 2025) The U.S. has just bombed Iran’s nuclear sites (following weeks of Israeli drone and aircraft bombing raids). This comes after months of noisy Tariff announcements and geopolitical wrangling. What are investors supposed to do when war breaks out? (Full transcript coming tomorrow). ~~~ About this week’s guest: Sam Ro is a veteran financial journalist and CFA known for his clear, data-driven insights into markets and and
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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
Nerd's Eye View
JUNE 26, 2025
In recent years, financial advice has expanded beyond spreadsheets and technical strategies to consider the behavioral and emotional factors driving clients’ relationships with money. Advisors today often serve not just as technical experts but also as thinking partners – helping clients process their money stories, explore values, and determine what they want their wealth to accomplish.
Wealth Management
JUNE 23, 2025
The Financial Services Institute challenges New Jersey's proposed independent contractor rule, warning of potential impacts on financial advisors and their clients.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
JUNE 24, 2025
AI Why you have to be careful when using LLMs for research. (larryswedroe.substack.com) There are already plenty of ways analysts can use AI productively. (blogs.cfainstitute.org) Alternatives Rothacher and Breitenmoser, "There is no universally accepted way of modelling different alternative asset classes." (caia.org) Alternative investments have a high hurdle to clear.
The Big Picture
JUNE 24, 2025
Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025. I will be moderating the Emerging Managers Panel: Hear from new and emerging fund leaders on the opportunities and obstacles of launching and growing a differentiated investment strategy in today’s competitive alternatives landscape, including how they are leveraging AI to enhance investment processes, streamline operations, and navigate the early stages of building a fund.
Nerd's Eye View
JUNE 24, 2025
Welcome everyone! Welcome to the 443rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Griffin Kirsch. Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households. What's unique about Griffin, though, is how he has grown his AUM to $200 million in five years (with a 70% margin in terms of earnings before owner compensation) by providing high-touch planning for busines
Wealth Management
JUNE 20, 2025
F2 Strategy co-founder Doug Fritz offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience.
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
JUNE 23, 2025
From Matthew Graham at Mortgage News Daily: Mortgage Rates Lowest Since May 1st Mortgage rates ended the previous week roughly in line with the best levels since May 1st. Today's modest improvement made it official. Mortgage rates are primarily a function of trading levels in the bond market and bonds have had a few reasons to move at the start of the new week.
Abnormal Returns
JUNE 23, 2025
Strategy How geopolitical conflicts have played out for stocks. (optimisticallie.com) Just how volatile have the 2020s been for the stock market? (awealthofcommonsense.com) Don't mix politics and investing. (klementoninvesting.substack.com) Crypto Add ProCap Financial to the Bitcoin Treasury scene. (cnbc.com) If every major company issues their own stablecoin, chaos could ensue.
Getting Your Financial Ducks In A Row
JUNE 23, 2025
Photo credit: jb When you have money in several accounts and you’d like to have that money consolidated in one place, the question comes up – Which type of account can be tax-free rolled over into which other type of accounts? Thankfully, the IRS has provided a simple matrix to help with this question. At this link you’ll find the matrix , sourced from IRS Publication 590.
Nerd's Eye View
JUNE 23, 2025
Advisors have a relatively brief window of time to communicate their value to prospective clients. Many prospects ask friends and professionals for recommendations, browse a few firm websites, and typically interview only one or two advisors before deciding whom to hire. This means advisors must communicate both their services and values within a very limited – and not always synchronous – span of time.
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
JUNE 23, 2025
Wall Street's new favorite investors, young and wealthy, are skeptical of traditional markets and increasingly turning to alternative assets for wealth generation.
Calculated Risk
JUNE 21, 2025
The key reports this week are May New and Existing Home sales, the third estimate of Q1 GDP, Personal Income and Outlays for May and the April Case-Shiller house price index. For manufacturing, the June Richmond and Kansas City Fed manufacturing surveys will be released. Fed Chair Powell testifies on the Semiannual Monetary Policy Report to Congress. -- Monday, June 23rd -- 10:00 AM: Existing Home Sales for May from the National Association of Realtors (NAR).
Abnormal Returns
JUNE 20, 2025
Markets Corporate bond spreads have come back down from their April peak. (mrzepczynski.blogspot.com) Silver prices are rising along with gold. (wsj.com) Strategy Good decade or bad for the stock market? Changes in valuation matter a lot. (awealthofcommonsense.com) What the consensus 60/40 portfolio looks like. (morningstar.com) Stablecoins Stablecoins are no longer niche.
The Big Picture
JUNE 20, 2025
My end-of-week morning train beach reads: • Howard Marks on Tariffs: Repealing the Laws of Economics : Tariffs are, primarily, an effort to cause goods to be made domestically even when equivalent foreign goods are cheaper or better (or both). Governments can make that happen by erecting barriers that keep foreign goods out or make them more expensive.
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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
Nerd's Eye View
JUNE 25, 2025
Many financial advisory clients might work for 40 years or more, ideally seeing their income – and capacity to save for retirement – increase over time as they advance in their careers. While many retire in their 60s (or even later), others with sufficient savings and/or guaranteed income sources might seek an earlier retirement, perhaps in their 50s.
Wealth Management
JUNE 24, 2025
Phoenix-based Patrick Funke & Associates joins Commonwealth Financial Network, citing relationship focus as key factor amid pending LPL acquisition.
Calculated Risk
JUNE 19, 2025
A year ago I wrote: The Art of the Soft Landing A few excerpts and an updated graph. The "Art of the Soft Landing" requires that the Fed reduce rates quick enough to keep economic growth positive, and slow enough not to reignite inflation. My view is a soft landing is achieved if growth stays positive, inflation returns to target, and the yield curve flattens or reverts to normal (long yields higher than short yields).
Abnormal Returns
JUNE 22, 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 How long do dollar moves last? (larryswedroe.substack.com) The stock market doesn't care about you.
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.
A Wealth of Common Sense
JUNE 22, 2025
There were 22 trading days in March of 2020. Just one day out of those 22 saw a move of less than plus or minus 1%. Every other day saw a large move including 8 days of down 3% or worse and 8 days of up 3% or better. These were the daily returns during that fateful month: It felt like a year’s worth of volatility in a single month.1 It was one of the most volatile months in stock market history, right up there with.
Trade Brains
JUNE 20, 2025
When seasoned investors put their money into a company, it often sparks curiosity—and for good reason. Consistent revenue growth over time is one of the clearest indicators of a company’s underlying strength. In this article, we have highlighted a few stocks backed by ace investors that have delivered an impressive 5-year revenue Compounded Annual Growth Rate (CAGR).
Wealth Management
JUNE 25, 2025
Modera Wealth Management's Tom Orecchio discusses the evolving dynamics and secrets to building a successful financial advisory firm.
Calculated Risk
JUNE 24, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 10:00 AM, New Home Sales for May from the Census Bureau. The consensus is for 710 thousand SAAR, down from 743 thousand in April. • Also at 10:00 AM, Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress , Before the U.S.
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.
Abnormal Returns
JUNE 25, 2025
Rates Muni bonds are underperforming in 2025. (morningstar.com) T-bills are growing a percentage of outstanding U.S. government debt. (wsj.com) Crypto Recent SPAC deals have a decided crypto flavor. (bloomberg.com) Please don't use those Bitcoin ATMs, scams abound. (axios.com) Retail trading Supply is coming online to feed the degenerate economy. (howardlindzon.com) Demand for private shares is there.
A Wealth of Common Sense
JUNE 19, 2025
A reader asks: I was reading your post “3% Market Returns For The Next Decade” and it got me thinking about something you wrote about a few years ago — the John Bogle Expected Return Formula. I don’t remember how you were able to get the numbers to calculate the formula, but I’d love to see an update about what the formula says today.
Trade Brains
JUNE 20, 2025
A prominent financial services stock came under pressure on June 20, slipping nearly 9% amid heightened activity in the block deal window, triggering investor concerns over a potential large-scale stake offloading. With a market capitalisation of Rs 3,330 crore, shares of Northern Arc Capital Limited plunged nearly 9% on Friday, hitting an intraday low of Rs 195.55 compared to the previous close of Rs 214.50, amid heavy selling pressure in the block deal window.
Wealth Management
JUNE 20, 2025
WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.
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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