Calculated Risk
FEBRUARY 17, 2025
Weekend: Schedule for Week of February 16, 2025 Tuesday: At 8:30 AM ET, The New York Fed Empire State manufacturing survey for February. The consensus is for a reading of -1.0, up from -12.6. At 10:00 AM, The February NAHB homebuilder survey. The consensus is for a reading of 47, unchanged from 47 the previous month. Any number below 50 indicates that more builders view sales conditions as poor than good.
Nerd's Eye View
FEBRUARY 17, 2025
In order to deliver the best service to their clients, financial advisors often take on responsibilities beyond giving financial advice, including compliance, marketing, team management, and other operational duties. With only so many hours in a day and demands coming from every direction, it can be challenging to prioritize the most important things for growing an advisory firm.
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Random Roger's Retirement Planning
FEBRUARY 17, 2025
Alfonso Peccatiello Tweeted out the following; We are not in a 5% world (yet?) for US treasuries but I could see where that level would entice more investors to lock in for longer than a year or two. I would want to see yields up near the bottom end of the normal range of equity returns, like maybe 7%, before I would consider taking on any sort of real duration and even then I don't know if the volatility would be worth it.
Walkner Condon Financial Advisors
FEBRUARY 17, 2025
As part of 2025 Market Outlook, Mitch DeWitt of Walkner Condon Financial Advisors discusses the 25-year evolution of Exchange Traded Funds (ETFs), from their 1990s beginnings to current trends and future investment growth.
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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
Norman Marks
FEBRUARY 17, 2025
This is not a political post. What I am about to say has nothing to do with politics. But what the politicians are doing or say they are going to do is creating potentially dramatic and fast-acting risks (and opportunities) for the rest of us.
NAIFA Advisor Today
FEBRUARY 17, 2025
NAIFA 2025 President Doug Masse y, LUTCF, FSS, CLU, ChFC, has come a long way since he joined NAIFA, then known as NALU, in 1987. He first attended a local luncheon in San Angelo, Texas, as a guest. It was a nice steakhouse, Massey admits, but he was reluctant and didnt really see the associations appeal.
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YouSet Insurance
FEBRUARY 17, 2025
While your car insurance policy can cover rental cars, you typically need to have added rental car coverage to be eligible.
The Big Picture
FEBRUARY 17, 2025
The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Riol on Bloomberg Radio. 00:00:16 [Speaker Changed] This week on the podcast I have another extra special guest.
Calculated Risk
FEBRUARY 17, 2025
I usually celebrate President Washington's birthday by reading his Farewell Address. A brief excerpt: To the efficacy and permanency of your Union, a Government for the whole is indispensable. No alliances, however strict, between the parts can be an adequate substitute; they must inevitably experience the infractions and interruptions, which all alliances in all times have experienced.
Abnormal Returns
FEBRUARY 17, 2025
Podcasts Michael Kitces talks with David Grau, Jr., President of Succession Resource Group, about getting succession right. (kitces.com) Frazer Rice talks with Charles Chuck Rettig about how to best deal with the IRS. (podcasts.apple.com) Schwab Charles Schwab ($SCHW) is raising fees for advisory referrals. (citywire.com) Charles Schwab ($SCHW) has named a new head of digital assets.
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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
Calculated Risk
FEBRUARY 17, 2025
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in January A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.09 million in January, down 3.5% from Decembers preliminary pace and up 2.3% from last Januarys seasonally adj
XY Planning Network
FEBRUARY 17, 2025
The financial planning industry is evolving fast, and advisors are searching for better ways to build, grow, and run their firmswithout feeling bogged down by compliance and operational headaches. Historically, starting an RIA meant tackling high startup costs, navigating complex regulations, and juggling every aspect of running a firm alone. XYPN changed that 10 years ago with our Emerald membership, offering support at every step, from registration and launch to ongoing practice management.
Calculated Risk
FEBRUARY 17, 2025
Altos reports that active single-family inventory was up 0.9% week-over-week. Inventory always declines seasonally in the Winter and usually bottoms in January or February. Inventory is now up 2.2% from the bottom five weeks ago in January. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image.
A Wealth of Common Sense
FEBRUARY 17, 2025
Today’s Talk Your Book is brought to you by Invesco: See here for more information on the Nasdaq 100 On today’s show, we discuss: Where the inception of the Nasdaq 100 came from Understanding Tech exposure within the Nasdaq 100 Why the Nasdaq is winning the listing race Why companies enter and exit the index Differences between the Q’s and the S&P 500 Rules for getting added to the Nasdaq 100 The hi.
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.
Zoe Financial
FEBRUARY 17, 2025
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 18th, 2025 Watch Time: 2.8 minutes Welcome to this week’s Market Drama! Stock Market Update: S&P 500 : Up 1.5% for the week and 4% year-to-date1% away from all-time highs. Nasdaq : Up 2.6% for the week, up 3.7% for the year. Economic Update: January CPI disappointed: Core CPI (food & energy excluded) was 3.3%, expectation was 3.2% Headline CPI was 3%, expectation was 2.9%.
NAIFA Advisor Today
FEBRUARY 17, 2025
NAIFA is laser-focused on ensuring our members, their businesses, and the broader financial services industry thrive in a rapidly evolving world. The success of insurance and financial professionals is crucial to the financial security of American families and the strength of the U.S. economy. We build a strong professional community to serve the best financial interests of communities across the country.
Don Connelly & Associates
FEBRUARY 17, 2025
"If you're not getting better, you're getting worse," is a widely quoted saying in athletic and business circles. Translation: if youre not proactively doing things to improve yourself, your competitors are, which means youre getting worse. Paraphrased for this article, it says, "If you're not adapting, you're falling behind." The financial advisory industry is evolving at a blurring pace, with rapid technological advancements, changing regulatory frameworks, and rising client expectations.
The Big Picture
FEBRUARY 17, 2025
My back-to-work morning train WFH reads: OnlyFans Sticky Business Model : One of the wildest recent stats Ive seen is that 1.4 million American women have created an OnlyFans account, equivalent to 2% of all American women aged 18-45. That figure is from writer Tiana Lowe Doescher and she based it on OnlyFans data, so take them with a grain of salt.
Speaker: David Worrell, CFO, Author & Speaker
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.
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