Calculated Risk

APRIL 30, 2025

From the BEA: Gross Domestic Product, 1st Quarter 2025 (Advance Estimate) Real gross domestic product (GDP) decreased at an annual rate of 0.3 percent in the first quarter of 2025 (January, February, and March), according to the advance estimate released by the U.S. annual rate, and residential investment increased at a 1.3%

Government 257

Government Food Economics Investments 257

Calculated Risk

DECEMBER 27, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. How much will wages increase in 2025? My sense is nominal wages will increase close to mid-to-high 3% range YoY in 2025 according to the CES. How about housing starts and new home sales in 2025? year-over-year as of November.

Economics 147

Economics Sales Retirement Investments 147

The Big Picture

MAY 27, 2025

Full transcript here Source: A Conversation With Barry Ritholtz (Paul Krugman, May 24, 2025) For more information about How Not to Invest and where to buy hardcovers, e-books, and audio versions, please see this. The post Fun with Bad Investing Ideas appeared first on The Big Picture.

Investing 162

Investing Investments 162

The Big Picture

MAY 3, 2025

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Source : How Next-Generation Advisors Steer Clients Away From Bad Investing Mistakes A key role of a financial advisor is to prevent clients from making rash decisions during volatile markets. billion in assets under management.

Clients 147

Clients Investing Investments Wealth Advisor 147

The Big Picture

MARCH 25, 2025

His latest book, How Not to Invest, offers a blueprint to help you make better decisions and achieve financial success. Source : Debunking Investment BULLSH$T! | #575 The Meb Faber Show, Mar 21, 2025 How Not to Invest Apple Podcasts Spotify The post Debunking Investment BS! billion for 3,900 families.

Investing 130

Investing Investments Wealth Management Management 130

Calculated Risk

FEBRUARY 23, 2025

Here is an update to a graph that uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. The dashed line is the January 2025 seasonally adjusted annual sales rate (SAAR).

Sales 309

Sales Investments Investing Economy 309

Nerd's Eye View

JANUARY 20, 2025

Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estate planning.

Financial Advisor 246

Financial Advisor Financial Advice Financial Planner Estate Planning 246

The Big Picture

APRIL 15, 2025

I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. On the corporate side, companies hold off on big CapEx spending, building new plants, investments, and hiring. Before 2025 ends, a mild recession begins. I am sharing this now because so many questions have poured in.

Economics 318

Economics Economy Communication Marketing 318

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

The Big Picture

FEBRUARY 18, 2025

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” ” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025. The result: Bad investment outcomes that should not have occurred.

Investments 189

Investments Investing Numbers 189

Calculated Risk

JANUARY 22, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment in 2025. for the month as the share of firms reporting a decline in firm billings increased.

Clients 270

Clients Investments Investing Numbers 270

Wealth Management

MARCH 18, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar profiled the 15 funds that have lost the most value for shareholders over the past decade. Recent market volatility has perked new interest among investors and advisors in buffer ETFs.

Wealth Advisor 289

Wealth Advisor Investing Investments Marketing 289

Wealth Management

NOVEMBER 26, 2024

Morningstar published its 2025 investment outlook for financial advisors. These are among the investment must reads we found this week for wealth advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc.

Investing 290

Investing Investments Wealth Advisor Startup 290

The Big Picture

MARCH 20, 2025

Whats fun is that while Ritholtz is preaching a very conservative investing style, his own style of writing and communicating ideas is anything but. Slow and steady wins the race, or something like that. Put another way, Ritholtz is fun.

Investing 147

Investing Investments Communication Retirement 147

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.

Economy 162

Economy Numbers Economics Investments 162

Wealth Management

JANUARY 14, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar looks at whether investor portfolios should be flipped to 40/60 as bonds become more attractive. Allianz has rolled out two fund of funds that focus on buffer ETFs, reports etf.com.

Wealth Advisor 277

Wealth Advisor Investing Investments Portfolio 277

Wealth Management

MAY 21, 2025

Lido Advisors partners with HPS Investment Partners, joining Charlesbank Capital Partners to fuel expansion. Deal expected to close in Q3 2025.

Investments 179

Investments Investing 179

Wealth Management

JANUARY 28, 2025

These are among the investment must reads we found this week for wealth advisors. Ray Dalio warned that the runup in values of AI-tied firms is a reminder of dotcom bubble excesses, reports the Financial Times. Single-stock ETFs magnified some of the losses in markets amid the DeepSeek fallout, according to etf.com.

Investing 266

Investing Investments Wealth Advisor Marketing 266

Wealth Management

MARCH 4, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar analyzed the mechanics of State Street and Apollos new private credit ETF. BlackRock has added its Bitcoin ETF to some of its model portfolios.

Wealth Advisor 263

Wealth Advisor Investing Investments Portfolio 263

Dear Mr. Market

DECEMBER 31, 2024

Write Down Your 10 Financial Goals for 2025! For 2025, the IRS has increased contribution limitsdont miss out. Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. Happy Planning and best to you in 2025!

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).

Investing 78

Investing Investments Valuation Advertising 78

Wealth Management

APRIL 1, 2025

These are among the investment must reads we found this week for wealth advisors. In his annual investors letter, BlackRock CEO Larry Fink focused on the growing trend of offering private markets access to the wealth channel. Morningstar took a hard look at some of the new access points for private credit.

Investing 253

Investing Investments Wealth Advisor Marketing 253

Wealth Management

DECEMBER 17, 2024

Wirehouses are exploring how to combine direct indexing, manager-traded separate accounts and alternative investments into unified managed account platforms, reports FundFire. BlackRock and Franklin Templeton each published private market outlooks for 2025.

Investing 259

Investing Investments Wealth Advisor Accounting 259

The Big Picture

JANUARY 2, 2025

In “ How Not To Invest ” (coming March 18!) This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs. . ” It’s a blunt observation about our inability to forsee the future.

Banking 345

Banking Planning Economics Investments 345

Nerd's Eye View

MARCH 3, 2025

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 164

Estate Planning Portfolio Management Communication Planning 164

Abnormal Returns

MAY 11, 2025

ritholtz.com) Why municipal bonds are underperforming in 2025. on.ft.com) Warren Buffett is still teaching us investing lessons. downtownjoshbrown.com) Why your investing time horizon matters. awealthofcommonsense.com) Some wit and wisdom from Warren Buffet at the 2025 shareholder meeting. How to be a better you.

Investments 184

Investments Investing Marketing Marketing 184

Calculated Risk

MARCH 21, 2025

Here is my outlook at the start of 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025? What will happen with house prices in 2025? Will inventory increase further in 2025?

Sales 162

Sales Investments Investing Marketing 162

Wealth Management

APRIL 29, 2025

These are among the investment must reads we found this week for financial advisors. Schwab is raising minimum fees for model providers selling to advisors from $100,000 to $300,000, reports FundFire. ETF launches hit a new record in the first quarter, but a Morningstar analyst raised concerns about the quality of many of the new funds.

Investing 236

Investing Investments Financial Advisor 236

MainStreet Financial Planning

JANUARY 10, 2025

As we enter 2025, its the perfect moment to take stock of your financial journey and map out your path for the year ahead. Here are six actionable tips to help you kickstart your financial journey in 2025. 2025 is a year full of opportunities to take control of your finances and build a strong foundation for the future.

Budgeting 93

Budgeting Planning Retirement Financial Planning 93

Wealth Management

OCTOBER 16, 2024

New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025 by Commonwealth.

Management 274

Management Investing Investments Taxes 274

Wealth Management

APRIL 22, 2025

These are among the investment must reads we found this week for financial advisors. In addition, there are currently over 70 crypto ETF applications in the pipeline as asset managers seek to take advantage of a friendlier regulatory regime.

Investing 214

Investing Investments Financial Advisor Assets 214

The Big Picture

APRIL 16, 2025

I try to help the hosts understand investing in this environment with lessons and ideas from How NOT to Invest. We discuss the “uniquely unpredictable situation” where markets are trading based on the whims of a single person. This mercurial unpredictability is having a huge effect on prices.

Economics 179

Economics Economy Investments Investing 179

Calculated Risk

MAY 23, 2025

[May 23rd estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the second quarter of 2025 is 2.4 percen t on May 16, down from 2.5 percent on May 15. percent to -3.0 percent.

Sales 162

Sales Investments Investing 162

The Big Picture

APRIL 28, 2025

per year from the start of 2010 through the end of Q1 2025. The risk is that if and when the trend changes, some traders will be slow to adapt; investors may get discouraged when they learn that investing for the “long term” isn’t measured in months or quarters, but in decades. The Nasdaq 100 has nearly doubled that.

Risk Management 331

Risk Management Management Marketing Marketing 331

The Big Picture

MARCH 3, 2025

.” ~~~ Kahneman’s themes — humility, acknowledging how little we actually know about today, (and even less about tomorrow), striving to understand reality, and recognizing our own inherent shortfalls — are prime drivers of How NOT to Invest. If these ideas interest you, then please check it out. _

Economics 308

Economics Assets Clients Investing 308

Calculated Risk

APRIL 7, 2025

This graph uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. he dashed line is the March 2025 seasonally adjusted annual sales rate (SAAR) of 403 thousand. from 459 thousand SAAR in February 2025.

Sales 241

Sales Economy Economics Investments 241

Nerd's Eye View

MAY 16, 2025

Also in industry news this week: A recent study finds that financial advisory clients are leaving largely positive, in-depth reviews for their advisors FINRA has responded to some concerns about its proposed rule regarding outside business activities, saying that it is designed to streamline regulations and not (as has been suggested by some commenters (..)

Financial Planner 239

Financial Planner Financial Advice Education Taxes 239