Calculated Risk
MARCH 14, 2025
Today, in the Calculated Risk Real Estate Newsletter: Q4 Update: Delinquencies, Foreclosures and REO A brief excerpt: This entire housing cycle Ive argued that we would NOT see a surge in foreclosures that would significantly impact house prices (as happened following the housing bubble) for two key reasons: 1) mortgage lending has been solid, and 2) most homeowners have substantial equity in their homes.
Abnormal Returns
MARCH 14, 2025
Listening Is AI the future of dubbing? (fastcompany.com) Bill Simmons has re-upped with Spotify ($SPOT). (hollywoodreporter.com) Spotify ($SPOT) will start publishing independent audiobooks. (techcrunch.com) Pocket Casts is making its podcast player free. (arstechnica.com) Economy Derek Thompson talks Gen Z with Kyla Scanlon, author of "In This Economy?
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Harness Wealth
MARCH 14, 2025
For many small tax firms, the process of collecting client tax documents can be a time-consuming and a prolonged process. Although email, paper forms, and manual follow-ups may seem like standard operating procedures, these outdated methods have inefficiencies, security risks, and missed revenue opportunities. The good news is that technology solutions, like Harness, can streamline document collection and transform the way tax professionals work.
Abnormal Returns
MARCH 14, 2025
Markets In the face of uncertainty, the stock market shoots first, asks questions later. (downtownjoshbrown.com) Just how much are the threat of tariffs driving the stock market? (morningstar.com) A 10% correction is a blip. (disciplinefunds.com) Strategy If you are going commit the sin of market timing, sin only a little. (monevator.com) How bad investment decisions feed on themselves.
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The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
The Big Picture
MARCH 14, 2025
This week, I speak with Stephanie Kelton , Professor of Economics and Public Policy at Stony Brook University and Senior Fellow at the Schwartz Center for Economic Policy Analysis. We discuss US fiscal policy, recession risks, and her New York Times bestseller “ The Deficit Myth: Modern Monetary Theory and the Birth of the Peoples Economy.” She has made virtually all the ‘top 50 lists’ including POLITICO’s 50 Most Influential Thinkers in 2016 and Bloomberg Businessw
Cornerstone Financial Advisory
MARCH 14, 2025
As a Christian, your estate plan should represent your dedication to financial stewardship according to Scripture. By carefully crafting your estate, you ensure that your financial legacy becomes a powerful instrument for advancing God’s kingdom, supporting ministries, and leaving a spiritual and moral impact on future generations. W hat important factors should Christians consider when estate planning?
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The Big Picture
MARCH 14, 2025
My end-of-week morning train WFH reads: Perspectives on Market Downturns. The market does not care about your opinions. Stop it. Just stop it. Empirical studies on environments like this remind us that we don’t know. Goldman Sachs doesn’t know. Morgan Stanley doesn’t know. UBS doesn’t know. I don’t know. You don’t know. ( Fortunes & Frictions ) Trumps Policies Have Shaken a Once-Solid Economic Outlook : Economic forecasts have deteriorated in recent week
Harness Wealth
MARCH 14, 2025
This edition of the Tax Advisor Weekly covers key updates for financial professionals. We start with a piece about the Treasury Department announcing it will not enforce beneficial ownership information (BOI) penalties on U.S. citizens or businesses, a significant shift in regulatory enforcement. We also dive into how decision-makers are navigating the impact of tariffs on input costs, a state-by-state breakdown of 2025 property taxes, and the American Institute of Certified Public Accountants (
Mullooly Asset Management
MARCH 14, 2025
Investor Behavior Impacts Returns Here are some key takeaways from “Investor Behavior Impacts Returns” – Investor behavior (panicking, selling quickly, over-trading, etc.
Validea
MARCH 14, 2025
Companies with high free cash flow yields offer compelling investment potential by generating substantial cash relative to their market value. This cash generation efficiency highlights their operational strength and ability to convert revenue into actual cash after covering essential expenses. These cash-rich companies enjoy key strategic advantages.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
Nerd's Eye View
MARCH 14, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Securities and Exchange Commission (SEC) Commissioner Hester Peirce suggested in a recent interview that she would like to see the SEC give advisors more leeway to provide customized solutions to clients (rather than feeling required to take a regulator-prescribed "check-the-box" approach) and would like to ease the compliance burden on smaller investment advisers (p
A Wealth of Common Sense
MARCH 14, 2025
Here’s something I shared on Twitter recently: Some people thought I was being hyperbolic. Maybe so. That’s the point of social media sometimes. Then I read the latest Eye on the Market fromMichael Cembalest who said what I said only much more eloquently: Here’s the interesting thing about the stock market: it cannot be indicted, arrested or deported; it cannot be intimidated, threatened or bullied; i.
Random Roger's Retirement Planning
MARCH 14, 2025
First up is the new Rex Bitcoin Corporate Treasury Convertible Bond ETF (BMAX). It owns convertible bonds of companies who issue the converts to buy Bitcoin. When I read about this, my computer melted. For now, there are very few bond holdings from only three issuers, Microstrategy (maybe its just called Strategy now, not sure where that name change stands), Mara Holdings and Riot Platforms.
Wealth Management
MARCH 14, 2025
Before working with me, a new client lost $325,000 in a preventable hack. Here is how it happened.
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You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Advisor Perspectives
MARCH 14, 2025
The Michigan Consumer Sentiment Index declined further this month, indicating growing pessimism among consumers. In March, the index plummeted to 57.9, the lowest level since November 2022. This represents a 10.5% (6.8 points) drop from the previous month, falling short of the anticipated 63.1.
Wealth Management
MARCH 14, 2025
In addition, RIA Apella adds a $518 million Pennsylvania-based firm and Janney Montgomery and Citizens add advisors.
Advisor Perspectives
MARCH 14, 2025
Ben Inker and John Pease look at the economics of trade and tariffs at a theoretical level and explain why broadly applied tariffs are a needlessly economically way to achieve U.S. goals.
Wealth Management
MARCH 14, 2025
Summit Financial's deal with Gateway Advisory represents Summit's 21st investment since the start of 2024.
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.
Advisor Perspectives
MARCH 14, 2025
As of Q4 2024, the latest Fed balance sheet indicates that household net worth has risen 186% since reaching its 2009 low. However, when adjusted for inflation, household net worth has actually increased by only 93% since the 2009 trough.
Wealth Management
MARCH 14, 2025
Last month, Alpine Securities petitioned the Supreme Court to hear its ongoing lawsuit challenging the self-regulatory organizations constitutionality in a case that could impact the industry.
Advisor Perspectives
MARCH 14, 2025
The yield on the 10-year note ended March 14, 2025 at 4.31%. Meanwhile, the 2-year note ended at 4.02% and the 30-year note ended at 4.62%.
Wealth Management
MARCH 14, 2025
Silverleaf Wealth Management, which is affiliated with Gladstone Wealth Partners, a large enterprise of LPL, will use the capital to expand its services and fund M&A.
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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
Advisor Perspectives
MARCH 14, 2025
Markets will be laser focused on Federal Reserve policy and economic projections next week, looking for signs about where interest rates are heading.
Wealth Management
MARCH 14, 2025
Former Coinbase engineer joins Altruist, FUSE Research on AI intent among advisors, Franklin Templeton partners with IMTC.
Advisor Perspectives
MARCH 14, 2025
The share of US workers represented by a union ended 2024 at 9.9%. Strip out public sector workers and the rate was 5.9%.
Calculated Risk
MARCH 14, 2025
From BofA: Our 1Q GDP tracking remains unchanged at 1.9% q/q saar and our 4Q GDP tracking is down two tenths to 2.3% q/q saar since our last weekly publication. [Mar 14th] emphasis added From Goldman: We lowered our Q1 GDP tracking estimate by 0.3pp to +1.3% last week. [Mar 10th estimate] Atlanta Fed Economist Patrick Higgins put out a special note For GDP Forecasters, Some Gold Doesn't Glitter We generally take a hands-off approach in updating and distributing our GDPNow model forecasts.
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.
Advisor Perspectives
MARCH 14, 2025
It took just 16 trading sessions for US stocks to tumble into a correction, leaving a frazzled Wall Street asking just how long the “adjustment period” White House officials have warned about will last.
Calculated Risk
MARCH 14, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Note: " Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital capacity, or hospital occupancy data. " So, I'm no longer tracking hospitalizations.
Advisor Perspectives
MARCH 14, 2025
News related to tariffs, DOGE, geopolitical unrest, NVIDIA earnings, and more significantly impacted U.S. stock markets recently, with the S&P 500 retreating over 2.5% during the second half of February. There are signs that meaningful structural shifts are taking place in the market.
Advisor Perspectives
MARCH 14, 2025
The Liberal Party of Canada has wrapped up its leadership race, with Mark Carney winning by an overwhelming margin.
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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
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