Wealth Management
MAY 27, 2025
Ritholtz Wealth Management relocates its Chicago office to The Salt Shed, emphasizing the importance of physical workspace in attracting talent and fostering collaboration.
Calculated Risk
MAY 22, 2025
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.00 million SAAR in April; Down 2.0% YoY Excerpt: Sales in April (4.00 million SAAR) were down 0.5% from the previous month and were 2.0% below the April 2024 sales rate. This was the 3rd consecutive month with a year-over-year decline in sales. Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2024 and 2025.
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Calculated Risk
MAY 21, 2025
Today, in the Real Estate Newsletter: In Q1 2025, 19% of Units Started Built-for-Rent were Single Family Brief excerpt: Along with the monthly housing starts report for April released last week, the Census Bureau also released Housing Units Started by Purpose and Design through Q1 2025. The first graph shows the number of single family and multi-family units started with the intent to rent.
The Big Picture
MAY 21, 2025
Few outsiders think new stores, no matter how well-conceived, will get Apple back on the hot-growth path… Maybe its time Steve Jobs stopped thinking quite so differently. BusinessWeek , May 21, 2001 24 years to the day — May 21, 2001 — a Businessweek1 commentary explained why the newfangled Apple Stores were destined to fail. This pronouncement motivated subsequent blog posts (notably in 2005 and 2021 ) and a full chapter in “ How Not to Invest.” In the spirit of t
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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
Abnormal Returns
MAY 21, 2025
Podcasts Christine Benz talks with JL Collins about the revised edition of "The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life." (morningstar.com) Dan Haylett talks with Fritz Gilbert about his 10 Commandments of Retirement. (podcasts.apple.com) Peter Lazaroff talks with Mark Higgins, author of "Investing in U.S.
Nerd's Eye View
MAY 27, 2025
Welcome everyone! Welcome to the 439th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Alvin Carlos. Alvin is the CEO of District Capital Management, an RIA based in Washington, D.C., that generates $850,000 of annual, primarily retainer-based, revenue serving 155 client households. What's unique about Alvin, though, is how he has grown his firm by using project management software Monday.com as a central hub for financial plan presentations and efficient client
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Big Picture
MAY 27, 2025
Click for video. Source: Paul Krugman I am in the 4th quarter of the HNTI promo tour, and we saved some of the best for last. Last week, Paul Krugman (Nobel Laureate, former NYT columnist) spoke with me about the new book. It was a fun chat about so many things! A surprise discussion was all of the ideas within HNTI that also applied to non-finance-related topics and issues.
Abnormal Returns
MAY 21, 2025
Markets High yield bonds have bounced back. (morningstar.com) Short interest is ticking higher. (ft.com) Companies Retailers have only so much margin to sacrifice to tariffs. (nytimes.com) Some additional tariff math. (axios.com) AI OpenAI is buying Jony Ive's AI startup. (theverge.com) Google ($GOOGL) has a big AI lever to pull - Chrome. (spyglass.org) What does CoreWeave ($CRWV) actually do?
A Wealth of Common Sense
MAY 22, 2025
We also discussed why investors are buying the dip more often, the future of retail trading, how tax-deferred retirement accounts will evolve and how AI will change the wealth management landscape. Further Reading: Two of the Biggest Trends This Decade The post The Dumb Money Isn’t So Dumb Anymore appeared first on A Wealth of Common Sense.
Wealth Management
MAY 21, 2025
Minneapolis-based Thrivent aims to expand its advisor workforce by 600 in 2025, addressing industry trends of an aging workforce and demand for purpose-driven advice.
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.
Calculated Risk
MAY 27, 2025
S&P/Case-Shiller released the monthly Home Price Indices for March ("March" is a 3-month average of January, February and March closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Records 3.4% Annual Gain in March 2025 The S&P CoreLogic Case-Shiller U.S.
The Big Picture
MAY 22, 2025
At The Money: The Art of Spending Money with Morgan Housel (May 22, 2025) Is there an art to spending your own money? We spend a lot of time discussing earning and investing money, but how often do we really think deeply about spending it? Morgan Housel wrote a new book, The Art of Spending Money, Simple Choices for a Richer Life. It arrives in October, where he discusses just that.
Abnormal Returns
MAY 22, 2025
Books An excerpt from "Empire of AI: Dreams and Nightmares in San Altman's OpenAI." (theatlantic.com) An excerpt from "Superbloom: How Technologies of Connection Tear Us Apart" by Nicholas Carr. (behavioralscientist.org) Insights from Laura Spinneys new book, "Proto: How One Ancient Language Went Global." (slate.com) An excerpt from Tiffany Watt Smiths new book, "Bad Friend: How Women Revolutionized Modern Friendship.
Advisor Perspectives
MAY 23, 2025
Cathie Wood’s funds made their biggest purchase of Taiwan Semiconductor Manufacturing Co. shares in nearly a year, underscoring a change in stance from being mostly sellers of the chipmaker since the third quarter of last year.
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.
Wealth Management
MAY 21, 2025
Ryan Nauman is joined by Joe Mallen, CEO of Modelist, to discuss the evolving landscape of wealth management and the increasing importance of customizable model portfolios, transparency, proactive communication, and adaptability in modern wealth management practices.
Calculated Risk
MAY 21, 2025
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI April 2025: Billings continue to decline at architecture firms The AIA/Deltek Architecture Billings Index (ABI) score declined to 43.2 for the month. Billings have declined for 28 of the last 31 months, since they first dipped back into negative territory following the post-pandemic boom.
The Big Picture
MAY 20, 2025
The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News.
Abnormal Returns
MAY 27, 2025
Strategy Good luck trying to time the bond market. (awealthofcommonsense.com) Despite public opinion, the stock market spends at lot of time near all-time highs. (optimisticallie.com) ETFs Money just keeps pouring into ETFs. (wsj.com) Where is all that money coming from? (awealthofcommonsense.com) Finance Eliminating the PCOAB is a gift to fraudsters.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Advisor Perspectives
MAY 21, 2025
Debt collectors have been unpopular since ancient times, but they play a necessary role in the lending lifecycle. Their jobs are not easy: I recall one collector noting that there are few ways to communicate with defaulted borrowers.
Wealth Management
MAY 22, 2025
Wealth management tech provider Addepar buys Arcus to accelerate AI integration across its platform, following a $230 million funding round.
Calculated Risk
MAY 27, 2025
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 3.4% year-over-year in March Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for March ("March" is a 3-month average of January, February and March closing prices). January closing prices include some contracts signed in November, so there is a significant lag to this data.
The Big Picture
MAY 26, 2025
I had a great conversation with Eric Balchunas and Joel Weber on Trillions : In investing, there are many rules. And the rules are intended to help you, dear investor, make money. But if youve been around money and especially if youve been around a lot of money managing other peoples money, say you know that people make a lot of mistakes, too. On this episode of Trillions, Eric Balchunas and Joel Weber speak with Barry Ritholtz, the co-founder, chairman and chief investment officer of Ritholt
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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.
Abnormal Returns
MAY 22, 2025
Markets Japanese government bond yields are soaring. (ft.com) 30-year Treasury yields hit levels not seen since 2007. (axios.com) Joe Weisenthal and Tracy Alloway talk with Steven Englander about why yields are rising around the world. (podcasts.apple.com) Strategy Investors learn the wrong lessons from bull markets. (novelinvestor.com) What to invest in when everything looks unattractive?
Million Dollar Round Table (MDRT)
MAY 20, 2025
By Antoinette Tuscano, MDRT senior content specialist Connecting with prospects, converting them to clients and then keeping them as long-term, happy clients depends on several different components, with communication topping the list. Clients want to feel heard and understood by their financial advisors, and they also need to understand how their financial advisor can help them and their families reach their goals and have the future they envision.
Wealth Management
MAY 22, 2025
Advisors can help themselves and their clients by becoming better at providing advice, be it in America or down under.
Calculated Risk
MAY 21, 2025
The ICE Home Price Index (HPI) is a repeat sales index. ICE reports the median price change of the repeat sales. From ICE (Intercontinental Exchange): Annual home price growth nationally slowed to 1.6% in May from 2% in April, as inventory surpluses that began in the Sunbelt spread to the West. 40% of the nations largest housing markets experienced seasonally adjusted month-over-month price declines from April to May, including 23 of the 24 top markets in the West The number of markets with ye
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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?
Advisor Perspectives
MAY 22, 2025
Common sense and economic theory often collide. Take the stubborn belief that government stimulus spending and debt issuance reliably boost economic growth. It is a simple and seductive idea—when the economy falters, the government can step in, inject capital, and jumpstart growth.
Abnormal Returns
MAY 27, 2025
IRRs The many problems with private equity IRRs. (on.ft.com) Doing the math on private equity performance. (valueandopportunity.com) Research Even the best performing stocks go through gut-wrenching drawdowns. (morganstanley.com) How macro effects move factor returns. (mrzepczynski.blogspot.com) How Warren Buffett's performance can inform us about sustainable rates of return.
A Wealth of Common Sense
MAY 26, 2025
I write a lot. Sometimes people ask how I write so much. One requirement is that you need a general set of theories about how the world works. This doesn’t mean you have it all figured out but having an overarching philosophy allows you to apply it to whatever is happening in the moment. This also doesn’t make it any easier to predict the future but it helps me better understand the present and use the past to.
Wealth Management
MAY 22, 2025
Family office platform LinePoint Partners adds Lauren Colonna as CMO, Cooper Rey as chairman, and Anton Marinchik to its executive committee, bolstering its UHNW advisor platform.
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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