Mon.Jun 02, 2025

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Partners Group Hires Chief Investment Strategist for Private Wealth from iCapital

Wealth Management

Private asset manager Partners Group appointed Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement.

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Construction Spending Decreased 0.4% in April

Calculated Risk

From the Census Bureau reported that overall construction spending decreased: Construction spending during April 2025 was estimated at a seasonally adjusted annual rate of $2,152.4 billion, 0.4 percent below the revised March estimate of $2,162.0 billion. The April figure is 0.5 percent below the April 2024 estimate of $2,163.2 billion. During the first four months of this year, construction spending amounted to $660.2 billion, 1.4 percent above the $651.3 billion for the same period in 2024. em

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WealthManagement.com Announces 2025 Industry Awards Finalists

Wealth Management

The 11th annual WealthManagement.com Industry Awards, "The Wealthies," will be held in New York City on September 4th.

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June ICE Mortgage Monitor: Home Prices Continue to Cool

Calculated Risk

Today, in the Real Estate Newsletter: June ICE Mortgage Monitor: Home Prices Continue to Cool Brief excerpt: House Price Growth Continues to Slow Here is the year-over-year in house prices according to the ICE Home Price Index (HPI). The ICE HPI is a repeat sales index. ICE reports the median price change of the repeat sales. The index was up 2.0% year-over-year in April, down from 2.4% YoY in March.

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Live Demo - Supercharge your Month End Close

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

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Arax Adds $4B Michigan-based RIA

Wealth Management

Schechter Investment Advisors, a boutique wealth advisory firm based in an affluent Detroit suburb, will join Arax Advisory Partners, significantly increasing the RIA networks client assets.

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ISM Manufacturing PMI: Slipped Further into Contraction in May

Advisor Perspectives

The Institute for Supply Management (ISM) manufacturing purchasing managers index (PMI) came in at 48.5 in May, indicating contraction in U.S. manufacturing for a third straight month. The latest reading was below the forecast of 49.3.

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Shorting The Short

Random Roger's Retirement Planning

David Orr who runs the Militia Long/Short Equity ETF (ORR) that we took a quick look at last week Tweeted out a stream of consciousness type of list that had some interesting opinions. The one that might be most relevant to the conversation we have here as follows. Sample size is underappreciated. Any track record relying on 10 or fewer bets to have beaten the market is no track record at all.

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From Confusion to Clarity: A New Way to Review Your Estate Plan

Tobias Financial

Estate planning is one of the most important steps in securing your financial legacy, but its also among the most complex. Understanding how assets will be distributed, navigating tax implications, and aligning these decisions with your personal goals can feel overwhelming. To help make this process more approachable and efficient, our financial planning and advisory teams at Tobias Financial Advisors now use Vanilla, an estate planning software, designed by estate attorneys, and powered by AI.

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SEC Flags Concerns on Crypto ETFs Offering Staking Rewards

Advisor Perspectives

A potentially watershed effort to launch US crypto exchange-traded funds that offer staking rewards is throwing up regulatory doubts, even after the funds said they received initial SEC registration approval.

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Build a Resilient Investment Strategy With The All Weather Portfolio

Validea

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. Designed to withstand both inflationary and deflationary environments, the All Weather approach seeks to minimize volatility while aiming for consistent long-term returns.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

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.

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Special Tax Alert Update: House Passes Tax Bill

Advisor Perspectives

The House passed a comprehensive tax bill to avoid an expiration of the 2017 Tax Cuts and Jobs Act (TCJA) at the end of the year.

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Top Warren Buffett Stocks – June 2025

Validea

Warren Buffett has built his investment approach around one core idea developed through decades of market success: purchasing outstanding companies at reasonable prices beats buying mediocre companies at bargain prices. His strategy focuses on finding businesses with strong competitive positioningwhat he terms “economic moats”that can maintain superior profitability over many years.

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The Housing Market’s Next Move

Advisor Perspectives

With current home sales at historical lows and mortgage rates hovering between 6% and 7%, homeowners who are locked into previously secured low-interest mortgages remain hesitant to sell. In fact, existing home sales have reached depressed levels unseen in three to four decades.

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Retiree Health Insurance Before Age 65

MainStreet Financial Planning

This post was updated on June 1, 2025. Retiring or furloughed before age 65 is a long-term goal or a dire situation for many older workers who find themselves in the middle class these days. With the exception of many government workers and military retirees, health insurance and its attendant cost is the number one worry for early retirees, either by design or default.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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.

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World Markets Watchlist: June 2, 2025

Advisor Perspectives

Eight of the nine indexes on our world watch list have posted gains through June 2, 2025. Hong Kong's Hang Seng is in the top spot with a year to date gain of 18.01%. Germany's DAXK is in second with a year to date gain of 16.54% while England's FTSE 100 is in third with a year to date gain of 6.23%.

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Thank you Direct Indexing guide

SEI

Discover what sets top direct indexing providers apart. Your guide is readymake confident, informed decisions for your clients.

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Regression to Trend: S&P Composite 164% Above Trend in May

Advisor Perspectives

At the end of May, the inflation-adjusted S&P Composite Index was 164% above its long-term trend, up from 145% in April. This is the largest variance in three months.

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Automated 401(k) Record Keeper RFP Process Accelerating Industry Consolidation

Wealth Management

Record keepers face challenges as automated RFPs and declining fees reshape the retirement industry, leading to potential consolidation and new business models.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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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Why the Real Threat to Your Wealth Isn’t Tariffs — It’s the Exploding U.S. Debt

Advisor Perspectives

While headlines scream about the latest deal or tariff suspension, Maharrey argues that investors are dangerously distracted from the real threat: America’s exploding national debt and the systemic consequences that follow.

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Fannie and Freddie: Single Family Serious Delinquency Rates Decreased in April; Fannie Multi-Family Delinquency Rate Highest Since Jan 2011 (ex-Pandemic)

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family Serious Delinquency Rates Decreased in April Excerpt: Freddie Mac reported that the Single-Family serious delinquency rate in April was 0.57%, down from 0.59% March. Freddie's rate is up year-over-year from 0.51% in April 2024, however, this is close to the pre-pandemic level of 0.60%.

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Three Drivers of Covered Call Fund Performance

Advisor Perspectives

Assessment and selection of covered call funds is based on criteria like total return, distribution rate (sometimes referred to as yield), and fees.

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Housing June 2nd Weekly Update: Inventory up 2.1% Week-over-week, Up 32.8% Year-over-year

Calculated Risk

Altos reports that active single-family inventory was up 2.1% week-over-week. Inventory is now up 28.7% from the seasonal bottom in January and is increasing. Usually, inventory is up about 16% from the seasonal low by this week in the year. So, 2025 is seeing a larger than normal pickup in inventory. The first graph shows the seasonal pattern for active single-family inventory since 2015.

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Protect What Matters: Rethinking Finance Ops In A Digital World

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.

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Court Delivers Good News on Tariffs, But…

Advisor Perspectives

Chief Economist Eugenio J. Alemán discusses current economic conditions.

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Ex-Goldman Executive Restieri Officially Takes Reins at Hightower

Wealth Management

Bob Oros, who oversaw an aggressive acquisition strategy at one of the countrys largest RIAs, will step down as CEO but remain a member of the board.

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Q-Ratio and Market Valuation: May 2025

Advisor Perspectives

The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.89, up from 1.74 in April.

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Integrated Partners Launches W2 Acquisition Model

Wealth Management

Integrated Partners introduces a W2 employee model for acquiring advisory firms, targeting advisors nearing retirement.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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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Newer ETFs Are Not Necessarily Gimmicks

Advisor Perspectives

Every year, a large number of ETFs launch in December, aiming to get the benefit of a fresh calendar year of performance.

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Medicare Uncertainty Creates Opportunity For Advisors

Wealth Management

Dr. Katy Votava urges financial advisors to prioritize Medicare planning for clients, highlighting its complexity and potential for costly mistakes in retirement.

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Narratives vs. Fundamentals: Battle in the Bond Market

Advisor Perspectives

This article presents a different perspective on the question of why bond yields are rising. I focus on the difference between narratives and fundamentals.

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Tuesday: Job Openings, Vehicle Sales

Calculated Risk

From Matthew Graham at Mortgage News Daily: Mortgage Rates Edge Higher to Start Busy Week Mortgage rates have been in an exceptionally narrow range since last Tuesday with the 30yr fixed index hovering just under 7%. The average lender is just a hair higher today versus last Friday, but still just under 7%. As the week continues, several other important reports will be released.

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What Your Financial Statements Are Telling You—And How to Listen!

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.