Calculated Risk

MARCH 10, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-March 2025 A brief excerpt: This 2-part overview for mid-March provides a snapshot of the current housing market. months in January 2025, up from 3.0 Inventory, inventory, inventory! Inventory usually tells the tale.

Marketing 232

Marketing Marketing Sales 232

Calculated Risk

APRIL 2, 2025

Today, in the Calculated Risk Real Estate Newsletter: Moody's: Q1 2025 Apartment Vacancy Rate Highest Since 2010; Office Vacancy Rate at Record High A brief excerpt: From Moodys Analytics Economists: Q1 Moodys CRE Preliminary Trend Analysis The national multifamily market has been under supply-side pressure over the past two years.

Marketing 232

Marketing Marketing 232

Wealth Management

JUNE 24, 2025

For investors, the prudent path remains clear—embrace low-cost, systematically managed funds and let the odds work in your favor as opposed to active management.

Management 310

Management 310

Calculated Risk

MARCH 12, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-March 2025 A brief excerpt: Earlier this week, in Part 1: Current State of the Housing Market; Overview for mid-March 2025 I reviewed home inventory, housing starts and sales.

Marketing 229

Marketing Marketing Sales 229

Calculated Risk

APRIL 28, 2025

The Census Bureau released the Residential Vacancies and Homeownership report for Q1 2025 today. National vacancy rates in the first quarter 2025 were 7.1 The results of this survey were significantly distorted by the pandemic in 2020. However, there are serious questions about the accuracy of this survey. percent).

Numbers 240

Numbers Media Sales 240

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. In fact, sales were down YoY.

Sales 179

Sales Economy 179

The Big Picture

JUNE 24, 2025

Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025. The post Bloomberg Hedge Fund & Alternative Manager Forum 2025 appeared first on The Big Picture. I am looking forward to this conversation. I will drop the full panel discussion into the MiB feed as a bonus Masters in Business live.

Management 173

Management Portfolio Management Numbers Portfolio 173

Calculated Risk

JULY 9, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-July 2025 A brief excerpt: This 2-part overview for mid-July provides a snapshot of the current housing market. Given current market conditions, NAHB is forecasting a decline in single-family starts for 2025.”

Marketing 273

Marketing Marketing Sales Numbers 273

Nerd's Eye View

JUNE 9, 2025

2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty.

Financial Advisor 210

Financial Advisor Financial Planner Financial Advice Clients 210

Calculated Risk

JUNE 15, 2025

Therefore, meaningful revisions to the 2025 forecasts are likely. at the end of 2025 (3.9%-4.4%) GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2025 2026 2027 Mar 2025 1.5 As of April 2025 , PCE inflation increased 2.1 Dec 2024 1.8 Dec 2024 4.2

Banking 286

Banking Economics Economy Marketing 286

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.

Investing 283

Investing Investments Financial Advisor Assets 283

Wealth Management

JULY 8, 2025

BlackRock made another move to bolster its private market capabilities with the acquisition of net lease real estate firm ElmTree Funds. Private investment platform Linqto, which promised access to pre-IPO firms, filed for bankruptcy amid SEC scrutiny of its practices.

Investing 266

Investing Investments Financial Advisor Marketing 266

Calculated Risk

FEBRUARY 10, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-February 2025 A brief excerpt: This 2-part overview for mid-February provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale !

Marketing 214

Marketing Marketing Numbers Sales 214

Wealth Management

JULY 2, 2025

Katie Greifeld July 2, 2025 2 Min Read Bloomberg photo (Bloomberg) -- Vanguard Group is planning its debut into an increasingly competitive corner of the $11.6 trillion US exchange-traded fund arena.

Planning 270

Planning Estate Planning Wealth Management Commission 270

Wealth Management

JUNE 27, 2025

June 27, 2025 Private markets are no longer just for the ultra-wealthy. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Q&A: What Was Behind Schechter’s Decision to Sell to Arax? In fact, they may be the missing piece in your clients’ portfolios—and AssetMark is betting big on that future.

Estate Planning 273

Estate Planning Marketing Marketing Wealth Management 273

Wealth Management

JUNE 17, 2025

Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch them, Ignites reports.

Investing 249

Investing Investments Financial Advisor Assets 249

Calculated Risk

APRIL 9, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-April 2025 A brief excerpt: This 2-part overview for mid-April provides a snapshot of the current housing market. Just over two weeks ago, I revised down my outlook for housing this year, see Policy and 2025 Housing Outlook.

Marketing 216

Marketing Marketing Economy Sales 216

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.

Retirement Planning 269

Retirement Planning Retirement Planning Assets 269

Calculated Risk

MARCH 15, 2025

10:00 AM: State Employment and Unemployment (Monthly) for January 2025 -- Tuesday, March 18th -- 8:30 AM: Housing Starts for February. The consensus is for a reading of 43, up from 42. Any number below 50 indicates that more builders view sales conditions as poor than good. This graph shows single and multi-family housing starts since 1968.

Retail 191

Retail Manufacturing Sales Food 191

Wealth Management

JULY 1, 2025

Diana Britton , Executive Editor , WealthManagement.com July 1, 2025 1 Min Read Raymond James added a group of seven advisors managing more than $1.1 EP Wealth Hires Integrations Head From Captrust $32.6B New York Team From Ameriprise Raymond James Adds $1.1B New York Team From Ameriprise The Valhalla, N.Y. The Valhalla, N.Y.

Wealth Management 264

Wealth Management Estate Planning Recruitment Financial Advisor 264

Wealth Management

JUNE 26, 2025

Diana Britton , Executive Editor , WealthManagement.com June 26, 2025 2 Min Read Image courtesy of Ken Teegardin Scott J. Mason received a 97-month prison sentence for defrauding clients of over $17 million.

Clients 275

Clients Estate Planning Wealth Management Planning 275

Calculated Risk

MAY 13, 2025

Today, in the Calculated Risk Real Estate Newsletter: MBA: Mortgage Delinquencies Increased Slightly in Q1 2025 A brief excerpt: From the MBA: Mortgage Delinquencies Increase Slightly in the First Quarter of 2025 The delinquency rate for mortgage loans on one-to-four-unit residential properties increased to a seasonally adjusted rate of 4.04

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147

Wealth Management

JUNE 23, 2025

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

Wealth Management

JULY 8, 2025

David Bodamer , Editorial Director , WealthManagement.com July 8, 2025 1 Min Read Alamy Photo Schwab Advisor Services has expanded the number of mutual funds RIAs can acquire without transaction fees.

Wealth Management 240

Wealth Management Estate Planning Compliance Clients 240

Wealth Management

JUNE 26, 2025

Jason Diamond, Louis Diamond June 26, 2025 One of the most rewarding parts of our work is the sheer volume of conversations we have with advisors—across every model and stage of growth.

Financial Advisor 231

Financial Advisor Wealth Management Estate Planning Recruitment 231

Wealth Management

JULY 2, 2025

F2 Strategy's co-founder and executive chairman provides his take on the most important wealth management technology news of the last month.

Wealth Management 220

Wealth Management Management 220

Calculated Risk

APRIL 21, 2025

So, 2025 is seeing a larger than normal pickup in inventory. The red line is for 2025. Inventory will pass 2020 levels in the next two weeks, and it now appears inventory will be close to 2019 levels towards the end of 2025. Usually, inventory is up about 6% or 7% from the seasonal low by this week in the year.

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Calculated Risk

JUNE 18, 2025

So, GDP was revised down for 2025. GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2025 2026 2027 Jun 2025 1.2 Mar 2025 1.5 Mar 2025 4.3 As of April 2025 , PCE inflation increased 2.1 The projections for Q4 2025 PCE inflation were revised up.

Banking 205

Banking 205

Calculated Risk

JUNE 28, 2025

10:30 AM: Dallas Fed Survey of Manufacturing Activity for June. -- Tuesday, July 1st -- 9:30 AM: Discussion, Fed Chair Jerome Powell , Policy Panel Discussion , At the European Central Bank Forum on Central Banking 2025, Sintra, Portugal 10:00 AM: ISM Manufacturing Index for June. The consensus is for the ISM to be at 48.8, up from 48.5

Manufacturing 147

Manufacturing Sales Banking Government 147

Wealth Management

JUNE 2, 2025

The 11th annual WealthManagement.com Industry Awards, "The Wealthies," will be held in New York City on September 4th.

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