Nerd's Eye View
DECEMBER 26, 2024
Just a few decades ago, giving financial advice was largely a manual process – printing lengthy financial plans, processing physical checks, and managing paper files. Then, technology evolved, introducing tools like Excel, the internet, and sophisticated financial planning and CRM software that transformed how advisors deliver financial advice.
Calculated Risk
DECEMBER 26, 2024
Today, in the CalculatedRisk Real Estate Newsletter: Question #9 for 2025: What will happen with house prices in 2025? 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).
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Wealth Management
DECEMBER 26, 2024
Carlo di Florio, president of the industry compliance consulting firm ACA Group, said SEC Chair Nominee Paul Atkins approach to digital assets would be one of the most important legacies hell leave should he be confirmed.
Calculated Risk
DECEMBER 26, 2024
Today, in the CalculatedRisk Real Estate Newsletter: Question #8 for 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025? 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).
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Wealth Management
DECEMBER 26, 2024
The Department of Labor finalized its latest attempt at a fiduciary rule this year, which was quickly halted by the courts.
Alpha Architect
DECEMBER 26, 2024
Managers are more likely to vote for analysts who exhibit greater say-buy/whisper-sell behavior toward these man agers. This suggests that analysts reduce the accuracy of their public recommendations, thereby maintaining the value of their private advice to funds. Do sell-side analysts say buy while whispering sell? was originally published at Alpha Architect.
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Abnormal Returns
DECEMBER 26, 2024
Autos Most big auto mergers don't work out. (msn.com) Is there any reason to drive faster than 100 mph? (fastcompany.com) We should move faster toward expanding autonomous vehicles. (hunterwalk.com) Should you give your new teen driver a new car or a hand-me-down? (awealthofcommonsense.com) Energy The race is on to build viable sodium-ion batteries.
Random Roger's Retirement Planning
DECEMBER 26, 2024
At the start of December, Simplify ETFs listed the Simplify Gold Strategy PLUS Income ETF (YGLD). It is in part a proxy for gold with derivative income strategy overlay. At the moment, most of option positions are short put spreads on some broad indexes as well as MicroStrategy (MSTR). With this sort of multi-asset/strategy fund it would make sense that a prospective investor would expect that it will be a proxy for the underlying, gold in this case, to at least some extent.
Advisor Perspectives
DECEMBER 26, 2024
In the week ending December 21st, initial jobless claims were at a seasonally adjusted level of 219,000. This represents a decrease of 1,000 from the previous week's figure and is better than forecasts for 223,000.
Leading Advisor
DECEMBER 26, 2024
As we approach 2025, its a perfect time to reflect on the roadblocks holding you back. If youre a financial advisor or life insurance agent,… The post Are the same barriers to providing comprehensive financial planning blocking your 2025 vision? appeared first on Leading Advisor - Simon Reilly.
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
DECEMBER 26, 2024
America’s national debt would have horrified Ronald Reagan.
YouSet Insurance
DECEMBER 26, 2024
Get a better sense of what car insurance covers in Canada, and what it doesnt, with the help of this article.
Advisor Perspectives
DECEMBER 26, 2024
The C-suites and boardrooms of corporate America should be on high alert entering 2025.
Abnormal Returns
DECEMBER 26, 2024
Books Insights from "The Art of Uncertainty: How to Navigate Chance, Ignorance, Risk and Luck" by David Spiegelhalter. (theguardian.com) An excerpt from Father Nature: The Science of Paternal Potential by James K. Rilling. (thereader.mitpress.mit.edu) Finance How do 'synthetic risk transactions' or SRTs work? (on.ft.com) The 30-year mortgage wasn't built for climate change.
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
DECEMBER 26, 2024
Recurring applications for US unemployment benefits rose to the highest in more than three years, adding to signs that it is taking longer for out-of-work people to find a job.
Calculated Risk
DECEMBER 26, 2024
The DOL reported : In the week ending December 21, the advance figure for seasonally adjusted initial claims was 219,000 , a decrease of 1,000 from the previous week's unrevised level of 220,000. The 4-week moving average was 226,500, an increase of 1,000 from the previous week's unrevised average of 225,500. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
Advisor Perspectives
DECEMBER 26, 2024
Treasuries were under pressure in a holiday-shortened session as investors remain wary to park cash in US government debt that matures in a decade or more.
Abnormal Returns
DECEMBER 26, 2024
Markets A different measure of rising S&P 500 concentration. (apolloacademy.com) Investors are increasingly on edge, fearful of missing out. (howardlindzon.com) AI The range for outcomes at OpenAI is really wide. Some historical analogues including Visa, Napster and Lehman Brothers. (sherwood.news) It's impossible to know if AI is feeding you biased or manipulated results.
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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
Advisor Perspectives
DECEMBER 26, 2024
Today often kicks off the Santa Claus rally. Stocks rose and volatility is down sharply from recent peaks, but yields keep rising, which has hurt the non-tech part of the market.
Advisor Perspectives
DECEMBER 26, 2024
We expect the playbook for emerging markets to be one of volatility at the start of the year, transitioning to growth and opportunity as U.S. trade policies and China stimulus plans become clearer.
Advisor Perspectives
DECEMBER 26, 2024
In a complex economy, agents must rely on intermediaries – including the traditional media, government, or experts – to close information gaps, anchor beliefs, and determine equilibrium. But this process can work only if the intermediaries are trustworthy, and many Americans are not convinced that they are.
Advisor Perspectives
DECEMBER 26, 2024
The Federal Reserve’s recent meeting signaled a notable shift in its monetary policy approach.
Speaker: Cheryl J. Muldrew-McMurtry
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
Advisor Perspectives
DECEMBER 26, 2024
Over the last decade, U.S. large cap growth stocks have been far and away the best performing major financial asset in the world.
Advisor Perspectives
DECEMBER 26, 2024
Happy Holidays! As the page for the new calendar year will soon turn, three cheers for a happy, healthy, and prosperous new year! With 2024 rapidly drawing to a close, we reflect on the year and all that’s transpired—our readers are wonderful, the economy remains in good shape, and market returns have been stellar for those who participate.
Advisor Perspectives
DECEMBER 26, 2024
US crude exports to China plunged by almost half this year as shifts in the nation’s economy weighed on demand and it bought more barrels from other countries including Russia and Iran.
Advisor Perspectives
DECEMBER 26, 2024
For 2025, the financial markets will be entering a new chapter in the ever-evolving policy story. Indeed, not only will the U.S. economy be operating under a new political and attendant fiscal backdrop, but it will also be in the midst of a different monetary policy setting—rate cuts, not the after-effects of rate hikes.
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.
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