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Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family Serious Delinquency Rates Increased in January Excerpt: Freddie Mac reported that the Single-Family serious delinquency rate in January was 0.61%, up from 0.59% December. Freddie's rate is up year-over-year from 0.55% in January 2024, however, this is close to the pre-pandemic level of 0.60%.
Welcome everyone! Welcome to the 427th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sten Morgan. Sten is the owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, that oversees $220 million in assets under management for 90 client households. What's unique about Sten, though, is how he realized that the team that helped his firm reach an initial level of success as a $1M+ practice was not the team hed need to take it to the
From housing economist Tom Lawler: Federal Reserve Earnings Still Running Negative; No Remittances to Treasury for a While The sharp runup in short-term interest rates over the last few years that followed the Federal Reserves huge purchases of long-term Treasuries and MBS at extremely low interest rates has resulted in negative earnings at the Federal Reserve since the latter part of 2022.
The transcript from this weeks, MiB: Melissa Smith, co-Head of Commercial Banking at JPMorgan , 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 Ritholtz on Bloomberg Radio.
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
Skew Why investors avoid positive-skew investment strategies. (rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. (mailchi.mp) Round-ups A round-up of recent white papers including 'A New Paradigm in Active Equity.' (bpsandpieces.com) A round of recent research including 'Do Generalist CEOs Reduce Corporate Default Risk?
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the mortgage purchase applications index. At 8:15 AM, The ADP Employment Report for February. This report is for private payrolls only (no government). The consensus is for 140,000 payroll jobs added in February, down from 183,000 added in January.
By Bryce Sanders You know a lot of people, and they all talk to other people. You might be able to assist some of them if you were their financial advisor. Will they want to be your client though? When someone brings up your name and asks, What do you know about (name)? or What does she do? how can you influence their answers to attract high-quality clients?
Morningstar analyzed the mechanics of State Street and Apollos new private credit ETF. BlackRock has added its Bitcoin ETF to some of its model portfolios. These are among the investment must reads we found this week for wealth advisors.
Trend following, at its core, is a strategy where investors buy an asset when it's going up and sell when its going down. But unlike panic-driven investors who sell at the worst possible moment, trend followers adhere to a rules-based approach in an attempt to remove emotion from the equation. What is Trend Following? A Painful Journey to Smarter Investing was originally published at Alpha Architect.
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
Shareholder yield provides a holistic assessment of value returned to investors relative to a company’s market capitalization, comprising three essential components. Dividend yield delivers direct cash distributions to shareholders from corporate profits. Stock repurchase programs constitute the second element, as buying back shares enhances the value of outstanding stock.
The newly formed SEC Crypto Task Force, led by Commissioner Hester Peirce, is moving forward. Its first roundtable is scheduled, and senior staff has been announced.
I spent a lot of time Monday evening going down the Blackrock rabbit hole starting with their thoughts about adding Bitcoin to a portfolio which they say they're starting to do in their models. I've been in the same place on Bitcoin for many years now which is that there is definitely asymmetric potential so I hold it but it could turn out to be just magic internet money that disappears one day.
TrueMark Investments' Mike Loukas discusses how and why financial advisors should consider adding buffered ETFs in their clients investment portfolios.
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.
Gas prices were down for a second straight week, hitting their lowest level in over a month. As of March 3rd, the price of regular and premium gas were each down 5 cents from the previous week. The WTIC end-of-day spot price for crude oil closed at $68.37, down 3.3% from last week.
Polly Price, Financial Advisor at Walkner Condon, explores how social media is reshaping investing, from retail investor empowerment to market volatility. Learn how online platforms impact financial decisions and trends.
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.
Ted Motheral, a former partner at Potomac Law Group, will serve alongside Martine Lellis as principal of M&A partner development at Mercer Advisors.
Pause and ask yourself a question: If I was not bound by the obsolete routines of the dinosaur age of assembly-line manufacturing, how would I structure my work to be the best investor I could be?
What kind of quotation marks do you use in your writing? Did you know that there are two kinds of quotation marksstraight and curly? Straight quotation marks dont curve, whereas curly quotes seem to wriggle on the page (see image below). The actual appearance of the marks will vary depending on the font you use. Straight quotes are a hangover from the days of typewriters when you would have needed separate keys to show the curly quotation marks that appear on the left versus those that appear on
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.
Ultra-wealthy investors have unique needs and goals. While a typical high net worth client is focused on the next dozen years, these more deep-pocketed clients – like their institutional counterparts – have a much longer time horizon.
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the February 2025 seasonally adjusted annual sales rate (SAAR) of 460 thousand. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
Alternative investments including hedge funds and real estate will disappear from the portfolios of pension funds and endowments over the next 10 to 20 years, well-known institutional investment consultant Richard Ennis concludes in a recent report.
This is something to watch again. Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16, 2023. I switched to a physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period when both contracts were available.
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.
Heightened economic uncertainty—propelled mainly by trade policy—has unearthed weakness in the equity market, with most pain felt under the market's surface.
Ray Dalio is back at it again, predicting yet another debt crisis in an interview with Bloomberg: He gives us about three years until the U.S. has a heart attack from too much debt: “I can’t tell you exactly when it’ll come, it’s like the heart attack,” he added. “You’re getting closer. My guess would be three years, give or take a year, something like that.” Dalio is a bil.
The Chinese artificial intelligence startup that rocked global markets earlier this year with its low-cost and high-performance AI models has outlined a potential path to major profitability.
We are excited to spotlight Aamir Chalisa , General Manager at Futurity First , an industry leader who has spent over 35 years transforming lives through his work in insurance. His journey is one of perseverance, passion, and a deep commitment to helping others achieve financial security. Aamirs path in the insurance industry began shortly after he graduated with an MBA in 1990 from Southern Illinois University.
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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