Nerd's Eye View

DECEMBER 18, 2023

As 2023 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!)

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Calculated Risk

JANUARY 1, 2025

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on this blog).

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Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

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Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

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Nerd's Eye View

DECEMBER 11, 2023

In practice, this means that we'll be bringing back our popular IAR Ethics CE Day in 2024 (save the date for August 29th!),

Financial Advice 242

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Calculated Risk

DECEMBER 29, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on this blog).

Economics 278

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The Big Picture

NOVEMBER 18, 2024

There was always this time pressure, and since it was my first book, I had little idea what I was doing other than expanding various blog posts into full-length chapters. I constantly rewrote entire chapters as various companies blew up. HNTI was a very different experience.

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Calculated Risk

NOVEMBER 13, 2024

The New York Fed also issued an accompanying Liberty Street Economics blog post examining the evolution in aggregate debt to income ratios and what that suggests about Americans’ ability to manage their debt obligations. The report is based on data from the New York Fed’s nationally representative Consumer Credit Panel.

Economics 309

Economics Retail Banking Accounting 309

The Big Picture

JUNE 28, 2025

Barry challenges common financial myths, explores why we’re drawn to faulty financial forecasts, and highlights red flags in popular financial advice.

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Calculated Risk

DECEMBER 26, 2024

Excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and Ill post thoughts on those in this newsletter (others like GDP and employment will be on my blog).

Economics 147

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Calculated Risk

JANUARY 5, 2025

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on this blog).

Economy 173

Economy Economics Sales Investing 173

Calculated Risk

DECEMBER 26, 2024

Excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and Ill post thoughts on those in this newsletter (others like GDP and employment will be on my blog).

Sales 147

Sales Investing Investments Commission 147

Calculated Risk

APRIL 9, 2025

On my blog, I went on Recession Watch over the weekend (not predicting a recession yet because the U.S. Ten percent corrections are common, a further sell-off will have a negative wealth effect for potential home buyers. Stock markets are now down around 20% (with crazy volatility). And it is likely this will negatively impact home sales.

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The Reformed Broker

APRIL 10, 2023

Register here to secure your spot Michael Kitces is known as every financial advisor’s favorite financial advisor, with Kitces.com serving nearly 3,000 members and his Nerd’s Eye View blog reaching more than 200,000 unique visitors monthly. In addition, he serve. The post Revolutionizing Advice – April 19th!

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The Reformed Broker

APRIL 1, 2023

The prompt: The output, copy-pasted into my blog’s CMS: This is a rainbow stripe! Obviously anyone who knows how to code could have knocked this out in a second without even having to think about it. But how many people don’t know how to code?

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Calculated Risk

DECEMBER 27, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on this blog).

Economics 147

Economics Sales Retirement Investing 147

Abnormal Returns

MAY 26, 2024

tker.co) The 18 best investing blogs of 2024. thecollegeinvestor.com) Top clicks this week The 18 best investing blogs of 2024. Mentions Sam Ro's favorite free finance newsletters. thecollegeinvestor.com) 11 investing principles from Bill Miller including how to avoid value traps.

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The Big Picture

SEPTEMBER 2, 2022

You can track all of these data points on FRED , as explained by this blog post. The FRED Blog , August 29, 2022. This is the reason why a $20 trillion, complex global economy with so many different moving parts cannot rely on an oversimplified and dumbed down definition 1 — like two consecutive quarters of negative GDP.

Manufacturing 319

Manufacturing Economy Economics Sales 319

The Big Picture

FEBRUARY 18, 2025

I stopped writing my column and blog posts (mostly) to focus on this from December 2023 right up until January 2025. .” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025. I am very excited about this,my first book in 15 years. I suspect you might hear more about it in the coming weeks.

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The Big Picture

JUNE 3, 2023

He explains how he began a blog in college out of frustration with his fellow student’s inability to manage their own finances. That blog eventually became a short e-book, the success of which led him to write a full-length book.

Education 330

Education Assets Government Banking 330

Abnormal Returns

APRIL 29, 2025

Quant stuff A curated list of the best finance and investment blogs, tools, and webpages broken down by category. snippet.finance) Some recent academic research including 'Auctions, Announcements, and Abnormal Returns.' alphainacademia.substack.com) Fund flows How fund flow seasonality is affecting bond ETFs.

Retail 144

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Fintoo

JUNE 11, 2025

Market […] The post Indian Stock Market in 2025: A Global Rollercoaster appeared first on Fintoo Blog. But if you’re wondering why this is happening—and more importantly, what you should do—you’re in the right place. Let’s break down the chaos and bring some clarity.

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Marketing Marketing Economy Financial Planning 99

Nerd's Eye View

FEBRUARY 4, 2025

In this episode, we talk in-depth about how Cristina's personal experience dealing with challenging issues with her own aging parents while simultaneously caring for her young children helped her recognize the challenges those in the "sandwich generation" face, how Cristina leveraged the research she did for her personal situation (including finding (..)

Financial Advisor 200

Financial Advisor Clients Financial Planning Planning 200

Fintoo

JUNE 12, 2025

Enter the Systematic Transfer Plan (STP), a strategy that allows you to transfer funds from a debt to an equity […] The post Systematic Transfer Plan (STP): The Key to Growing Your Wealth Smartly appeared first on Fintoo Blog.

Planning 106

Planning Investing Investments Marketing 106

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 175

Wealth Management Engineering Estate Planning Management 175

Calculated Risk

DECEMBER 29, 2023

Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on my blog).

Economics 290

Economics Sales Marketing Marketing 290

Wealthfront

MARCH 6, 2025

Since March 2020 we’ve lived through a wide range of macroeconomic shifts: the onset of the pandemic brought a swift and sharp decline […] The post How Millennials Have Thrived in the Five Years Since Covid-19 appeared first on Wealthfront Blog.

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Calculated Risk

JANUARY 2, 2024

Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on my blog).

Sales 296

Sales Economics 296

The Big Picture

OCTOBER 1, 2022

. This week, we speak with science journalist David McRaney, who investigates the psychology of reasoning, decision-making and judgment on his blog “ You Are Not So Smart.” ” The blog, which he launched in 2009, spawned a bestselling book, now available in 17 languages, as well as a podcast.

Economics 294

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The Reformed Broker

MAY 26, 2023

Follow Michael’s blog at . You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else! The post Nvidia Breaks Away appeared first on The Reformed Broker.

Marketing 284

Marketing Marketing 284

Wealth Management

JUNE 11, 2025

START SLIDESHOW Read more about: Wealth Management EDGE About the Author WealthManagement.com Staff See more from WealthManagement.com Staff You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news Wealth Management EDGE 2025 Industry News & Trends Scenes From (..)

Wealth Management 176

Wealth Management Management Financial Advisor Business Planning 176

Nerd's Eye View

MARCH 28, 2025

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

Financial Planner 200

Financial Planner Retirement Retirement Planning Clients 200

A Wealth of Common Sense

NOVEMBER 26, 2024

Here’s one of the most popular posts on the blog from the past year. * I’m on vacation for Thanksgiving this week. I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now.

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Nerd's Eye View

APRIL 28, 2025

This can be done through various forms of content – including blogs, videos, and/or podcast episodes – that address common pain points of the firm's ideal client. turning a blog post into a video that both explains a topic and showcases the advisor's personality).

Clients 134

Clients Marketing Marketing Education 134

Calculated Risk

FEBRUARY 13, 2025

The New York Fed also issued an accompanying Liberty Street Economics blog post examining delinquency rates in the auto loan market. The report is based on data from the New York Feds nationally representative Consumer Credit Panel. It includes a one-page summary of key takeaways and their supporting data points.

Economics 205

Economics Retail Banking Accounting 205

Abnormal Returns

DECEMBER 3, 2023

Also on the site On the end of the influential The Reformed Broker blog. abnormalreturns.com) Top clicks this week Why market timing is so difficult. ritholtz.com) On the Magnificent 7 vs. Other 493 narrative.

Numbers 299

Numbers Investing Investments Marketing 299

XY Planning Network

MARCH 24, 2025

So, if youre just starting your AI journey and ready to tackle the AI revolution, this blog will cover everything you need to know. A task that used to take a significant amount of time is now done in less than three minutes with a few refinements and tweaks.

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Financial Advisor Planning Fee Only Education 111