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For many financial advisors, an early planning conversation often includes asking clients to identify financial goals. But when clients are still emotionally weighed down by an immediate pain point – the source of their stress or uncertainty that led them to seek out their advisor in the first place – their ability to articulate meaningful long-term goals may be limited.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 11.0 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending May 2, 2025. The Market Composite Index, a measure of mortgage loan application volume, increased 11.0 percent on a seasonally adjusted basis from one week earlier.
ATM: How to Change Careers Dr. Bill Bernstein (May 7, 2025) How often have you thought about making major change in your career? Full transcript below. ~~~ About this weeks guest: Dr. William Bernstein is the author of numerous books, including mostr recently, “ The Delusions Of Crowds: Why People Go Mad in Groups. His firm, Efficient Frontier Advisors manages $400 million in client assets ($25m minimum).
From Dodge Data Analytics: Dodge Momentum Index Increases 1% in April The Dodge Momentum Index (DMI), issued by Dodge Construction Network, grew 0.9% in April to 205.1 (2000=100) from the downwardly revised March reading of 203.1. Over the month, commercial planning grew 3.3% while institutional planning fell 4.2%. Despite an uptick in April, the bulk of the DMIs growth was driven by a surge in data center planning, while momentum in other nonresidential sectors lagged behind , stated Sarah Mar
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
Trend-following strategies can offer attractive, positively skewed returns, with large positive outperformance often coinciding with large equity selloffs, thereby offering tail protection.
Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Although swings in net exports have affected the data, recent indicators suggest that economic activity has continued to expand at a solid pace. The unemployment rate has stabilized at a low level in recent months, and labor market conditions remain solid.
Warren Buffett, the greatest investor of all time, will step down as chief executive officer of Berkshire Hathaway Inc. at the end of the year. The six-decade track record he leaves behind is so astonishing that mere numbers on a page don’t do it justice.
Warren Buffett, the greatest investor of all time, will step down as chief executive officer of Berkshire Hathaway Inc. at the end of the year. The six-decade track record he leaves behind is so astonishing that mere numbers on a page don’t do it justice.
The Growing Role of Philanthropy in Wealth Planning People today are more interested than ever in finding ways to align their long-term financial goals and their personal values. According to a report from the consultancy Altrata , charitable contributions from ultra-high net worth individuals increased by almost 25% between 2018 and 2022 , illustrating a growing trend of philanthropic engagement.
Despite negative GDP growth in Q1 and global trade tensions, markets are showing surprising resilience. Investors are betting tariffs will not bite as hard as feared earlier in April and that deals will emerge to soften the blow.
Today’s Animal Spirits is brought to you by YCharts and Fabric: See here for YCharts new risk profiles Go to meetfabric.com/spiritsfor more information on life insurance from Fabric by Gerber Life Get a random Animal Spirits chart here On today’s show, we discuss: The recovery in US stocks is all thanks to the riskiest kinds of companies Stocks are ignoring that terrifying U.S.
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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.
When it comes to choosing a business structure , understanding the tax implications is crucial. A Partnership is a popular choice for many entrepreneurs due to its simplicity and flexibility. However, the tax treatment of a Partnership differs significantly from other business structures, such as corporations or LLCs, making it essential to grasp the fundamentals of partnership taxation.
When it comes to choosing a business structure , understanding the tax implications is crucial. A Partnership is a popular choice for many entrepreneurs due to its simplicity and flexibility. However, the tax treatment of a Partnership differs significantly from other business structures, such as corporations or LLCs, making it essential to grasp the fundamentals of partnership taxation.
So what has caused such a surge in international returns versus the U.S. so far this year? Is it just short-term noise, reversion to the mean, or something more systematic? If the last few months were purely short-term noise, we will soon know, as U.S. stocks will resume dominance.
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
What is a capital gains tax? When you sell an asset like a stock or a home, your gain could be taxable. The tax rate will depend on several factors, such as your holding period, type of asset, and your taxable income for the year. Depending on your income, it’s possible to sell a long-term investment and ‘pay’ tax at a 0% rate. To manage your tax bill, it’s important to understand how capital gains taxes work and how income tax and capital gains tax work together.
US stocks jumped at the open Wednesday as investors were encouraged by news that the US and China are set to start trade talks this weekend, even as traders awaited the Federal Reserve policy decision later in the day.
Many families believe trust funds are exclusively for the wealthy, preventing them from securing their children’s financial future. This misconception overlooks how trust funds serve families across all economic levels, providing essential protections regardless of inheritance size. This article explores how trust funds shield assets from creditors, minimize taxes, and give parents control over inheritance distribution.
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.
Former Triad Wealth President Sara Baker will be head of M&A for Allworth, while Focus Financial Partners has made former network RIA President Zinovy Iosovich chief growth officer.
Most economists and portfolio managers are cautious when discussing gold. Its handling and transaction costs are high, and it pays no interest or dividends.
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.
Berkshires iconic brand, long track record, and differentiated exposure relative to the largest value ETFs has encouraged smaller asset managers to piggyback off its success with new launches.
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Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Louis Diamond is now the CEO of the wealth management recruiting and consulting firm, Diamond Consultants, with his brother Jason Diamond becoming president.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for initial claims of 223 thousand, down from 241 thousand last week.
Greg Abel, Berkshire's incoming CEO, holds only $175M in company shares, representing 18% of his $1B net worth, unlike Warren Buffett's massive $160B stake.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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