Calculated Risk
MAY 18, 2025
Weekend: Schedule for Week of May 18, 2025 Monday: No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 43 and DOW futures are down 267 (fair value). Oil prices were up over the last week with WTI futures at $62.49 per barrel and Brent at $65.41 per barrel. A year ago, WTI was at $82, and Brent was at $82 - so WTI oil prices are down about 24% year-over-year.
Million Dollar Round Table (MDRT)
MAY 18, 2025
By Susan Quinn Being a long-term, successful financial advisor isnt just about navigating market trends or chasing the next big idea its about establishing a lasting foundation. Strong guiding principles are the cornerstone of lasting success. Essential elements of guiding principles Guiding principles articulate who you are, why you exist and how you intend to create value over the long haul.
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MainStreet Financial Planning
MAY 18, 2025
A 2024 study of potential retirees funded by Fidelity Investments found that they were retiring four years before they planned. Most of them had not qualified for Medicare because of age. A study by the Kaiser Foundation reported that fewer government and fewer private employers provide retiree health care coverage than in the past. What are boomers going to do?
Random Roger's Retirement Planning
MAY 18, 2025
Following up on our conversation about private assets soon being available in 401k plans, Jason Zweig weighed in and he is not a fan. The most interesting part to me was about an interval fund from Redwood Investment Management, located in Scottsdale. Interval funds are easily bought, usually expensive and have limited liquidity for getting out. We've looked at these before, really hitting on the extent to which interval funds (don't) mark to market.
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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
Midstream Marketing
MAY 18, 2025
Key Highlights Financial advisors can leverage search engine optimization (SEO) to enhance their online presence and attract qualified leads effectively. Targeting pre-retirees through personalised financial content and keyword research strengthens connections with the right audience. Local SEO and strategic content marketing improve visibility among small business owners and other ideal clients in the community.
Harness Wealth
MAY 18, 2025
Filing taxes in Ohio requires a clear understanding of the specific tax forms mandated by the state. Unlike federal tax forms, Ohio tax forms are tailored to meet the unique tax regulations and requirements set forth by the Ohio Department of Taxation. Navigating these forms accurately is essential for both residents and non-residents to ensure compliance and avoid penalties.
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Harness Wealth
MAY 18, 2025
Filing taxes in Illinois requires a clear understanding of the specific forms and procedures mandated by the state. Unlike federal tax filings, Illinois has its own set of tax forms designed to capture state-specific income, deductions, and credits. Navigating these forms correctly is essential to ensure compliance and to maximize any potential refunds or minimize liabilities.
Calculated Risk
MAY 18, 2025
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For May, Realtor.com reported inventory was up 30.6% YoY, but still down 16.3% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 30.6% YoY. Realtor.com has monthly and weekly data on the existing home market.
Harness Wealth
MAY 18, 2025
Filing taxes in Utah requires a clear understanding of the specific forms and regulations that apply to residents and non-residents alike. Navigating the tax landscape can be complex, but having a comprehensive guide to Utah tax forms simplifies the process significantly. This article aims to provide detailed insights into the various tax forms used in Utah, who needs to file them, and how to approach filing with confidence.
The Big Picture
MAY 18, 2025
Let’s wrap up commencement season with one of the best of all time — remarks by Naval Adm. William H. McRaven, BJ ’77, ninth commander of U.S. Special Operations Command, Texas Exes Life Member, and Distinguished Alumnus. University-Wide Commencement The University of Texas at Austin, May 17, 2014. ( You Tube ) The post Admiral McRaven: 2014 Commencement Address appeared first on The Big Picture.
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.
A Wealth of Common Sense
MAY 18, 2025
I was in San Diego for the first time this past week. It’s a beautiful city. I can see why people are willing to spend so much on housing costs to live there. Michael and I were in town to record a live podcast at Torrey Pines.1 That’s the lovely golf course where Tiger Woods won the 2008 U.S. Open. It’s breathtaking. Someone asked me if I play golf.
Advisor Perspectives
MAY 18, 2025
A recent Gallup poll shows gold just passed stocks as Americans’ favorite long-term investment. We explore why it might deserve the top spot.
oXYGen Financial
MAY 18, 2025
Advisor Perspectives
MAY 18, 2025
Major gauges of investment-grade corporate bonds were stung by the April bout of volatility that permeated the bond market.
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.
The Big Picture
MAY 18, 2025
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: This New Investing Idea Isnt Right for Your Retirement Plan : Why dont alternative assets like private credit belong in your 401(k)? Let us count the ways. ( WSJ ) Can Bill Ackman create a modern-day Berkshire Hathaway? Hard-charging hedge fund boss faces steep hurdles in bid to emulate Warren Buffett.( Financial Times ) Rugpull: Crypto Is Still for Criming : Crypto has been used to scam nave Trump loyali
Abnormal Returns
MAY 18, 2025
Downgrade Moody's ($MCO) just downgraded the credit rating of the U.S. (cnbc.com) The downgrade is largely symbolic. (disciplinefunds.com) Does the downgrade matter? (on.ft.com) Market timing Cash is a drug for investors. (awealthofcommonsense.com) Market timing isn't going to save your portfolio. (downtownjoshbrown.com) Strategy It's hard to succeed as an investor without some long-term optimism.
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