Nerd's Eye View

DECEMBER 31, 2024

Welcome everyone! Welcome to the 418th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Stacey McKinnon. Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households. What's unique about Stacey, though, is how she has implemented a leadership training program for Morton Wealth to ensure that the firm's middle managers (many of whom were

Management 244

Management Financial Advisor Clients Numbers 244

Calculated Risk

DECEMBER 31, 2024

S&P/Case-Shiller released the monthly Home Price Indices for October ("October" is a 3-month average of August, September and October closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Records 3.6% Annual Gain in October 2024 The S&P CoreLogic Case-Shiller U.S.

Accounting 147

Accounting Marketing Marketing Assets 147

Abnormal Returns

DECEMBER 31, 2024

Markets The U.S. stock market is set for its best two-year performance since 1997-98. (wsj.com) After a good start, energy sector performance has faded. (axios.com) Intel ($INTC) had its worst year as a public company. (cnbc.com) Gold had its best year since 2010. (msn.com) Finance Can Treasury primary dealers handle the ongoing funding calendar? (bloomberg.com) Traditional actively managed equity mutual funds saw record outflows in 2024.

Media 167

Media Economy Numbers Economics 167

Calculated Risk

DECEMBER 31, 2024

Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family and Multi-Family Serious Delinquency Rates Increased in November Excerpt: Happy New Year! Best wishes for 2025, Bill Single-family and multi-family serious delinquencies increased in November. Here are the multi-family 60+ day delinquency rate since 2006. Freddie Mac (blue) reports that the multi-family delinquencies rate increased to 0.40% in November, up from 0.40% in October, and down from the recent peak

162

162

Advertisement

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

Accounting

Dear Mr. Market

DECEMBER 31, 2024

Dear Mr. Market: Ah, the start of a new yearthe smell of fresh planners, gym memberships, and resolutions destined to be abandoned by February. But not this year. Not for you. Why? Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. So, grab that pen and let’s get to work.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Calculated Risk

DECEMBER 31, 2024

Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 3.6% year-over-year in October Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for October ("October" is a 3-month average of August, September and October closing prices). October closing prices include some contracts signed in June, so there is a significant lag to this data.

147

147

Alpha Architect

DECEMBER 31, 2024

One critical, yet often overlooked, choice is how stocks are weighted in the objective function during training, with equally weighted (EW) approaches being the norm. This paper investigates how such choices impact cross-sectional return predictability and the performance of trading strategies derived from these predictions, focusing on the interplay between objective function design and model outcomes.

Marketing 106

Marketing Marketing 106

Advisor Perspectives

DECEMBER 31, 2024

It’s now half a decade since anything in the US housing market could be considered normal. The pandemic boom was followed by a transaction bust, induced by the central bank, that did little to lower sky-high prices.

Banking 98

Banking Marketing Marketing 98

Carson Wealth

DECEMBER 31, 2024

As someone with a significant estate to leave, deciding who you leave it to and how you leave it are clearly important. Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. So is fairness especially if you have several children or other loved ones to consider. What Is Estate Equalization?

Estate Planning 52

Estate Planning Planning Taxes Distribution 52

Advisor Perspectives

DECEMBER 31, 2024

Before I undertake the hard task of predicting where the crypto industry will go in 2025, let’s take a minute to recall where it has been.

64

64

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.

Management

Calculated Risk

DECEMBER 31, 2024

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 I posted thoughts on those in the newsletter (others like GDP and employment will be on this blog). I'm adding some thoughts and predictions for each question.

Numbers 279

Numbers Economics Sales Investments 279

Advisor Perspectives

DECEMBER 31, 2024

We’ve published the most widely read articles for 2024 in the investing and practice management categories, but that leaves out quite a few memorable pieces we've shared this year. You may want to check them out!

Management 59

Management Investments Investing 59

The Big Picture

DECEMBER 31, 2024

I dug up this post from Cashin’s Comments dated December 31, 2014 ‘Tis the day before New Years and despite what youre hopin The folks in the Boardroom say the full day were open So we’ll buy and we’ll sell as the tape crawls along And though “Bubbly’s” verboten we may still sing a song Two Thousand Fourteen was okay, not really a wow Till a Santa Claus rally took us through Eighteen Thou We lost special people as we seem to each year It just makes us tr

Government 235

Government Retirement Assets 235

Advisor Perspectives

DECEMBER 31, 2024

The Federal Reserve has begun one of its reviews of “monetary policy strategy, tools and communications.” This month’s cut in interest rates and investors’ reaction to it underline just why such a review is needed.

Communication 52

Communication 52

Advertisement

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

Clients

Abnormal Returns

DECEMBER 31, 2024

Research Market relationships work, until they don't. (quantifiableedges.com) Evidence that sell-side analysts often say buy, while whispering sell. (alphaarchitect.com) How the evergreen interval structure works for alternative assets. (morningstar.com) How LLMs can be used to better identify core company earnings. (alphaarchitect.com) A round-up of research white papers including 'Direct Lending's Wall of Worry.

Assets 144

Assets Marketing Marketing 144

Advisor Perspectives

DECEMBER 31, 2024

As you look toward the new year, I’ll share an idea you can give yourself and your team as a gift in 2025.

52

52

Random Roger's Retirement Planning

DECEMBER 31, 2024

Matthew Tuttle runs Tuttle Capital and T-Rex, both ETF providers that offer some interesting thematic and leveraged products. You might have heard about him or his company when he listed an ETF that shorted Jim Cramer's picks and one that went long Cramer's picks. Either way, he sends out a daily email and while his focus is shorter them than we talk about here, there are some longer term ideas thrown in too.

Portfolio 52

Portfolio Clients Management Distribution 52

Advisor Perspectives

DECEMBER 31, 2024

While Bitcoin’s surge above $100,000 captivated the headlines in 2024, many financial firms were more focused this year on a different type of cryptocurrency whose price is never meant to rise — or fall for that matter.

Marketing 52

Marketing Marketing 52

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.

Management

Advisor Perspectives

DECEMBER 31, 2024

European stocks fell in the penultimate trading session of 2024, a year of modest gains for the region that contrasted with the bullish Wall Street rally.

52

52