Calculated Risk

JANUARY 20, 2025

Today, in the Calculated Risk Real Estate Newsletter: 1.73 million Total Housing Completions in 2024 including Manufactured Homes; Most Since 2006 A brief excerpt: Although total housing starts decreased 3.9% in 2024 compared to 2023, completions increased sharply year-over-year. There were 1.731 million total completions and placements in 2024, up 12.5% compared to 2023, and the most since 2006.

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Manufacturing 276

Nerd's Eye View

JANUARY 20, 2025

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. Of course, given the demands of their busy schedules , finding time to dig into this content can be a challenging endeavor.

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Financial Advisor Financial Advice Financial Planner Estate Planning 246

Calculated Risk

JANUARY 20, 2025

Altos reports that active single-family inventory was up 1.2% week-over-week. Inventory always declines seasonally in the Winter and usually bottoms in late January or February. If the previous week was the seasonal bottom, that would be very early in the year, but that has happened before. The first graph shows the seasonal pattern for active single-family inventory since 2015.

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Abnormal Returns

JANUARY 20, 2025

Podcasts The 22 financial adviser podcasts to listen to in 2025. (kitces.com) Brendan Frazier talks using behavioral finance with Dan Egan, Betterments Director of Behavioral Science. (podcasts.apple.com) Dan Haylett talks with Susan Latremoille author of"The RichLife Managing Wealth and Purpose, Its Not Just about the Money The Whole Life Approach to Wealth Management.

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Communication Wealth Management Financial Advising Retirement 144

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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

Accounting

Calculated Risk

JANUARY 20, 2025

From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. For the full year 2024, total U.S. carloads were 11.34 million, down 2.9% (343,156 carloads) from 2023 and down 2.3% (265,491 carloads) from 2022. Carloads excluding coal, on the other hand, rose in 2024 up 1.4%, or 117,264 carloads, over 2023 and their third year-over-year gain in the past four years.

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Validea

JANUARY 20, 2025

Peter Lynch made his name at the helm of Fidelity’s Magellan Fund, and investment research firm Validea has distilled his investment philosophy into a methodical framework. The approach centers on finding companies that demonstrate growth characteristics while remaining reasonably priced a strategy known as GARP (Growth At a Reasonable Price).

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Insurance Investments Investing Banking 52

Don Connelly & Associates

JANUARY 20, 2025

Weve devoted a lot of space here to discussing the concept of active listening. Why? Because its essential for connecting with clients on a more meaningful level. Beyond merely listening, active listening is an immersive, empathetic approach that enables you to pick up unspoken cues, explore clients deeper motivation, and get to the crucial why. Active listening is critical to moving clients to take action.

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Financial Advising Numbers Clients Management 52

Getting Your Financial Ducks In A Row

JANUARY 20, 2025

In case you don’t know what a 72t distribution is, this is shorthand for the Internal Revenue Code Section 72 part t (or IRC §72(t) for short), and the most popular provision of this code section is known as a Series of Substantially Equal Periodic Payments – SOSEPP is the acronym. Enough about the code section already. What exactly is this thing?

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Distribution Accounting Retirement Retirement Planning 52

Zoe Financial

JANUARY 20, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 20th, 2025 Watch Time: 4.1 minutes Welcome to this week’s Market Drama! Stock Market Update: S&P 500: Up 3.7% for the week and 2.2% year-to-date. Earnings are expected to rise 11% in Q4, marking the strongest growth in over three years. Nasdaq: Up 2.4% for the week and 1.7% year-to-date.

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Marketing Marketing Taxes Economics 52

Norman Marks

JANUARY 20, 2025

The definition of risk that I favor is from the ISO 31000 global risk management standard: Risk is the effect of uncertainty on objectives. A quick word about uncertainty.

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Risk Management Management Government 49

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

A Wealth of Common Sense

JANUARY 20, 2025

Today’s Talk Your Book is brought to you by PIMCO: See here for more information on PIMCOs Active Core Bond ETF On today’s show, we discuss: Why rates have been going higher the past month If the Fed will get us a soft landing Why credit spreads are so low right now Why mortgage bonds look attractive The strength of the US consumer Listen here Charts: Follow us on Facebook,Instagram, andYouTube.

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Meb Faber Research

JANUARY 20, 2025

You can listen to me read (hopefully at 2x) the recently updated 2nd edition of Shareholder Yield…enjoy! Apple YouTube The post Shareholder Yield Audiobook (Free!) appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Investments Investing Marketing Marketing 52

Walkner Condon Financial Advisors

JANUARY 20, 2025

Stan Farmer Expat Financial Advisor at Walkner Condon identifies five key challenges facing global markets in the years ahead including climate change, geopolitical conflict, decaying Infrastructure, global demographics and public debt and artificial intelligence.

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YouSet Insurance

JANUARY 20, 2025

Before you buy RBC car insurance, consider this your sign to weigh the pros and cons first to be sure its the right fit for you.

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Insurance 40

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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

Clients

The Big Picture

JANUARY 20, 2025

@TBPInvictus here: Last year finished with a flourish. The work I do here was directly responsible for the Hoover Institution retracting six (yes, 6) of its articles. Whether it was shoddy data analysis or a deliberate attempt to misinform, I found it offensive and brought the receipts as to the fundamental errors in the economic analysis. Most of the retractions concerned California’s April 1, 2024, increase in the minimum wage for “quick-serve restaurants” (QSR, also known as

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Food Economics 304

The Big Picture

JANUARY 20, 2025

@TBPInvictus here: Last year finished with a flourish. The work I do here was directly responsible for the Hoover Institution retracting six (yes, 6) of its articles. Whether it was shoddy data analysis or a deliberate attempt to misinform, I found it offensive and brought the receipts as to the fundamental errors in the economic analysis. Most of the retractions concerned California’s April 1, 2024, increase in the minimum wage for “quick-serve restaurants” (QSR, also known as

Food 245

Food Economics 245

The Big Picture

JANUARY 20, 2025

My back-to-work morning train WFH reads: Real Estate Vultures Eye Middle-Class Enclave of Ravaged LA : Speculators call home owners, agents in the wake of the fires Neighborhood northeast of LA was a haven for Black families ( Bloomberg ) The 10 Bestselling EVs of 2024 : Many EVs saw significant sales increases in 2024, but none of the traditional automakers could come even close to the numbers put up by Tesla.( Car and Driver ) see also The Car Markets Hottest Deal: The Cheap EV Lease.

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