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Today, in the CalculatedRisk Real Estate Newsletter: NMHC on Apartments: Market conditions Tightened in Q1 pre-Tariffs Excerpt: From the NMHC: Apartment Market Sees Tighter Conditions, Rebounding Deal Flow and Improved Debt Financing in First Quarter Changes in U.S. trade policy over the past two weeks have impacted global financial markets, causing stock prices to fall (and then partially recover) and long-term yields to increase amidst a retreat of capital from U.S.
Markets Gold is a crowded trade. (sherwood.news) Why the move in gold matters. (priceactionlab.com) How portfolio diversification has worked in 2025. (morningstar.com) Bonds Treasury bonds have never been risk free. (bloomberg.com) Are bonds still a good diversifier? (morningstar.com) Private assets Tariffs are only going to make things harder for startups.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. At 10:00 AM, New Home Sales for March from the Census Bureau. The consensus is for 680 thousand SAAR, up from 676 thousand in February.
Welcome everyone! Welcome to the 434th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Vanessa N. Martinez. Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core' ultra-high-net-worth families.
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
Goldman Sachs economists put out a note this morning: When Will Growth Slow, and When Will We Know? A few brief excerpts: Most of the sequential inflation increases in the last trade war took place within 2-3 months of the tariffs implementation, and we expect spending growth to slow shortly after prices start rising. [W]e expect to see continued softness in the survey data before the hard data start to weaken around mid-to-late summer.
I had a great conversation with Eric Markowitz of The Big Think about HNTI. He focuses on all the right things: “As Ritholtz puts it, The book is ostensibly about investing. But if you strip it down to its most basic form, its about decision-making, judgment, and behavior. He likens smart investing to participating in humanitys progress buying into the slow, compounding gains of innovation, from safer cars to better sneakers.
The fundraising round was led by GIC, Singapores sovereign wealth fund, to fuel product launches and executive hires, and values Altruist at $1.9 billion.
The fundraising round was led by GIC, Singapores sovereign wealth fund, to fuel product launches and executive hires, and values Altruist at $1.9 billion.
Buying stocks is easy. You might purchase a stock because it’s going down and feel like it represents a wonderful buying opportunity. Or maybe you buy a stock that’s already going up in the hopes that it will continue to go up even more. There is always a good reason to buy. Selling is a little trickier. Sometimes you sell when stocks are up because you think they cannot possibly go up any further.
Financial literacy is a critical life skill thats becoming more important as todays students prepare to navigate a changing financial landscape. According to a 2024 report by Tyton Partners and Next Gen Personal Finance, just one personal finance course in high school can translate into a lifetime benefit of nearly $100,000. That powerful statistic should prompt action from policymakers, educators, and communities nationwide.
In addition, SFAs Strategic Blueprint adds three advisors with $200 million in assets, and Dynastys DayMark brings on a team led by an ex-Morgan Stanley advisor.
The future is always uncertainthis is true no matter which period of history you look at, and its definitely true right now. Over the last several weeks, financial markets have been volatile because of uncertainty about the impact and extent of tariffs. While we cant know for sure how long these policies will persist, there […] The post What Tariff-Fueled Market Uncertainty Means for Your Investments appeared first on Wealthfront Blog.
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
The suit against the crypto trading platform comes several months after the SEC dropped its case against the company. A Coinbase legal officer said Oregons suit was obstruction for the sake of obstruction.
Recession-proof businesses are more than just smart, they’re essential when economic uncertainty hits. If youve ever worried about job security or how your income would hold up during a downturn, youre not alone. Recessions can bring layoffs, reduced hours, and shrinking markets. But while the economy slows, certain businesses remain steady, and some even thrive.
Theres been a continued burst of evergreen fund filings with more than 30 new ones lodged with the SEC since the start of the year. 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. These are among the investment must reads we found this week for financial advisors.
Market volatility is never comfortable, but with the right mindset and a thoughtful plan, you can face downturns not as a victim, but as an opportunist. In this episode, were sharing our advice on managing your finances amid turbulent markets and giving you a helpful checklist to guide your decision-making when headlines make your stomach flip. 1. Start With Your Financial Plan: What Can You Control?
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.
Adam Grealish and Ryan Nauman discuss how technology enhances client experience and operational efficiency for financial advisors by automating tasks like account opening and portfolio rebalancing, and the rising trend of personalized investment strategies such as direct indexing.
Guest: Rachel F. Elson, CFP , a financial advisor at Perigon Wealth , an RIA with more than $8 billion in assets under management. In a nutshell: Making a successful mid-career switch into financial advising is no small feat. My guest today made the leap from personal finance journalism to second-seat advisor to lead advisor managing a full book of high-quality clients.
With tax day having just passed, there's been a good bit of Roth IRA-related content floating around. It's probably common knowledge how they work in terms of contributions being after tax and withdrawals being tax free and that assets in traditional IRA assets can be converted into Roth assets but you have to pay the tax to do conversions. Beyond those basics, there's a whole lot of nuance as well as subjective or mental accounting.
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.
Even advisors under IBD and RIA models often find themselves looking for a better fit for their businesses. Here are 4 options. In a world where advisor transitions from the wirehouses seem to dominate the headlines, theres a steady stream of movement by independent advisors taking place in the background, sans much of the fanfare. One might think that independence is the end of the road when it comes to considering change.
The minority investment in Fortage Capital kicks off what Elevation Point CEO Jim Dickson said should be an active remainder of the year with breakaway wirehouse teams and larger RIAs.
SEO & Digital Presence for Financial Advisor Websites: Googles AI Update & Your Websites Health When it comes to financial services SEO , your digital presence is critical to attracting new clients and long-term success. But with Googles latest AI-powered search updates, the rules for ranking well in search results are changing fast. If your website isnt optimized for these updates, you risk losing visibilityand potential clients.
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.
Tyler Brown has partnered with RFG Advisory to launch TurnPoint Wealth, while former Financial Reserve advisor Claudio Porter joins as a solo advisor under the RFG brand.
Fifth district manufacturing activity slowed further in April, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index fell nine points this month to -13 after falling ten points in March, marking the largest two-month decline since early 2022. This month's reading was worse than the forecast of -6.
The minority investment in Fortage Capital kicks off what Elevation Point CEO Jim Dickson said should be an active remainder of the year with breakaway wirehouse teams and larger RIAs.
Andrew Leigh is a very good storyteller, making “How Economics Explains the World” an easy and fun read. In the hands of someone unfamiliar with basic economic reasoning, it might lead them to pursue economics further. Even if you’re farther along in your economic education, we almost always benefit from relearning things we already know, but in a new light.
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.
Everyone always assumes it’s tech stocks…take a look at this list of 100+ baggers and their industry: Beverages, land royalties, shoes, farm supplies, car parts, kitchenware, copper mines, credit scores, kidney dialysis, waste disposal, etc… via Bespoke The post Searching for 100 Baggers… appeared first on Meb Faber Research - Stock Market and Investing Blog.
Tesla Inc. investors reeling from one of the stock’s worst-ever quarters are once again looking for Elon Musk to inject excitement back into the firm when it reports results Tuesday, as profits slip and the much-awaited debut of a self-driving car remains months away.
From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.36% in March The Mortgage Bankers Associations (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.38% of servicers portfolio volume in the prior month to 0.36% as of March 31, 2025. According to MBAs estimate, 180,000 homeowners are in forbearance plans.
Bitcoin advanced to the highest level since early March, fueling optimism that the biggest digital token is finally breaking free of a longstanding tendency to move in tandem with US tech stocks.
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?
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