Calculated Risk
MARCH 27, 2025
From the BEA: Gross Domestic Product, 4th Quarter and Year 2024 (Third Estimate), GDP by Industry, and Corporate Profits Real gross domestic product (GDP) increased at an annual rate of 2.4 percent in the fourth quarter of 2024 (October, November, and December), according to the third estimate released by the U.S. Bureau of Economic Analysis. In the third quarter, real GDP increased 3.1 percent.
Wealth Management
MARCH 27, 2025
F2 Strategy co-founder Doug Fritz provides his take on the most important wealth management technology news of the last month.
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Calculated Risk
MARCH 27, 2025
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 0.8% Below 2022 Peak Excerpt: It has been over 18 years since the housing bubble peak. In the January Case-Shiller house price index released this week, the seasonally adjusted National Index (SA), was reported as being 78% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 12% above the bubble peak (and historically there has been an upward slope to real house prices).
Wealth Management
MARCH 27, 2025
A record 456 advisors joined Michael Kitces and Alan Moores 11-year-old support network, evenly split between startups and those with an established book of business.
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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
Calculated Risk
MARCH 27, 2025
From STR: U.S. hotel results for week ending 22 March The U.S. hotel industry reported positive year-over-year comparisons, according to CoStars latest data through 22 March. 16-22 March 2025 (percentage change from comparable week in 2024): Occupancy: 66.0% (+1.0%) Average daily rate (ADR): US$165.48 (+1.8%) Revenue per available room (RevPAR): US$109.22 (+2.8%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
Wealth Management
MARCH 27, 2025
State regulators and tech executives characterized the informal guidance as due diligence meant to clarify the potential liabilities and the safety of client data.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MARCH 27, 2025
Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker/dealer model, transitioning to an independent RIA, and the growth realized as a result of the change.
Calculated Risk
MARCH 27, 2025
The DOL reported : In the week ending March 22, the advance figure for seasonally adjusted initial claims was 224,000, a decrease of 1,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 223,000 to 225,000. The 4-week moving average was 224,000, a decrease of 4,750 from the previous week's revised average.
Wealth Management
MARCH 27, 2025
Former UBS advisor Austin Greer launched Oxford Oaks Capital under LPLs Linsco, the firms W-2 affiliation model.
Calculated Risk
MARCH 27, 2025
From the NAR: Pending Home Sales Advanced 2.0% in February Pending home sales improved 2.0% in February according to the National Association of REALTORS. The Northeast and West experienced month-over-month losses in transactions with a larger decrease in the West while the Midwest and South saw gains, which were greatest in the South. Year-over-year, contract signings dropped in all four U.S. regions, with the Midwest undergoing the greatest reduction.
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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
The Big Picture
MARCH 27, 2025
I had a great time talking with my old buddy, Jim O’Shaughnessy, about market history and where investors go awry.Jim and I go way back, and we discuss how people make bad decisions and why… Transcript here Source : Make Fewer Errors, Make More Money (Ep. 261) My conversation with Barry Ritholtz, Jim O’Shaughnessy Infinite Loops, March 27, 2025 XZXXXX The post Infinite Loops: Make Fewer Errors, Make More Money appeared first on The Big Picture.
Wealth Management
MARCH 27, 2025
DoubleLine's Jeffrey Sherman goes deep into the fixed income market and what the macro uncertainty means for investors. He also shares his thoughts on credit spreads and if he believes they are at attractive levels yet.
A Wealth of Common Sense
MARCH 27, 2025
We also answered questions about the difference between a portfolio and a plan, personal finance advice for someone who lost their job, when to go from DIY to an advisor and how to get out of your illiquid investments. Further Reading: Timing the Housing Market: When Should You Sell? 1The S&P 500 has experienced 16 down years in that same time frame but far more corrections along the way. 2A few years ago that condo.
Wealth Management
MARCH 27, 2025
Traditional asset managers like Vanguard and BlackRock have been hunting for ways to give their clients access to potentially lucrative investments such as private credit and equity.
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.
Validea
MARCH 27, 2025
Valideas Strategy of the Week series highlights time-tested investment strategies based on the insights of legendary investors. This week, we turn our focus to a Wall Street icon whose common-sense philosophy and astonishing long-term track record continue to resonate with investors of all levels Peter Lynch. The Legend Behind the Strategy Peter Lynch may be the most successful mutual fund manager of all time.
The Better Letter
MARCH 27, 2025
Today is Major League Baseball’s official Opening Day (the recent two-day series in Japan notwithstanding). That means a baseball-themed TBL. And go Padres! If you like The Better Letter , please subscribe, share it, and forward it widely. Subscribe now Share The Better Letter Read null in the Substack app Available for iOS and Android Get the app If you’re new here, check out these TBL “greatest hits” below.
Harness Wealth
MARCH 27, 2025
Pass-Through Entity Tax (PTET) is a state-level tax mechanism designed to sidestep the federal State and Local Tax (SALT) deduction limit. Allowing a pass-through entity to pay state income taxes directly, PTET effectively shifts the tax burden from individual owners to the business itself. In doing so, PTET effectively turns an entity’s state tax payments into a deductible business expense that can help reduce federal tax liabilities.
Covisum
MARCH 27, 2025
One of the key elements in retirement income planning is understanding the role of Social Security. Many clients may view Social Security simply as an income source, but savvy advisors recognize its potential as a unique asset that can significantly shape a well-rounded retirement strategy. By effectively integrating Social Security into the planning process, clients can enhance their overall financial security in retirement.
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.
Harness Wealth
MARCH 27, 2025
Secondary transactions (or Secondaries as theyre known) involve the buying and selling of pre-existing investments in private funds or stakes in the portfolio companies those funds own. Secondaries are typically traded before the fund or business is sold in a traditional wayessentially, being the resale market for private investments. A variety of platforms now facilitate the buying and selling of shares in privately held companies, making secondary transactions more accessible than ever.
NAIFA Advisor Today
MARCH 27, 2025
The most common question from a new client is, Which do I get, Medicare Supplement or Medicare Advantage? This is the speech I give every time, almost word-for-word.
SEI
MARCH 27, 2025
Annual mural contest showcases shared commitment to community.
Advisor Perspectives
MARCH 27, 2025
The Kansas City Fed Manufacturing Survey revealed regional activity decreased modestly in March, with the composite index at -2. This is slightly above February's -5 reading and is tied for the highest reading since August 2023. Future expectations stayed positive, though they dipped from 14 in February to 10 in March.
Speaker: Erroll Amacker
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.
Abnormal Returns
MARCH 27, 2025
Diversification The case for global diversification remains. (morningstar.com) This is in part due to currency diversification. (disciplinefunds.com) Why you shouldn't bet on any single country, the U.S. included. (fortunesandfrictions.com) Crypto How many stablecoins can the market bear? (blockworks.co) Why investors are disappointed in GameStop's ($GME) pivot to Bitcoin.
Advisor Perspectives
MARCH 27, 2025
In the week ending March 22nd, initial jobless claims were at a seasonally adjusted level of 224,000. This represents a decrease of 1,000 from the previous week's figure. The latest reading was lower than the 225,000 forecast.
Abnormal Returns
MARCH 27, 2025
Books A Q&A with Reid Hoffman, co-author of "Superagency: What Could Possibly Go Right With Our AI Future?" (theguardian.com) A Q&A with Alex Hutchinson author of "The Explorers Gene: Why We Seek Big Challenges, New Flavors, and the Blank Spots on the Map." (davidepstein.substack.com) An excerpt from "Proof: The Uncertain Science of Certainty," by Adam Kucharski.
Advisor Perspectives
MARCH 27, 2025
Real gross domestic product increased at an annual rate of 2.45% in Q4 2024, according to the third estimate. The latest estimate was higher than the 2.3% forecast but lower than the Q3 final estimate of 3.1%.
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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.
Carson Wealth
MARCH 27, 2025
No one wants to think about a day when they can no longer conduct their own affairs. But youve probably heard stories about people experiencing unexpected health issues that temporarily, or permanently, keep them from exercising their independence. In these situations, its important to have a plan in placeto protect yourself and your legacy. Appointing a power of attorney (POA) as part of your is a great place to start.
Advisor Perspectives
MARCH 27, 2025
Total assets held by actively run ETFs in the US have hit the $1 trillion milestone, as investors sink cash into a new generation of strategies — shaking up the passive reputation of this booming corner of money management.
Calculated Risk
MARCH 27, 2025
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For February, Realtor.com reported inventory was up 27.5% YoY, but still down 22.9% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 29.2% YoY.
Advisor Perspectives
MARCH 27, 2025
Real gross domestic product (GDP) is comprised of four major subcomponents. In the Q4 GDP second estimate, three of the four components made positive contributions.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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