Sat.Feb 08, 2025

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Schedule for Week of February 9, 2025

Calculated Risk

The key reports this week are January CPI and Retail sales. For manufacturing, the January Industrial Production report will be released this week. Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, February 10th -- No major economic releases scheduled. -- Tuesday, February 11th -- 6:00 AM: NFIB Small Business Optimism Index for January. 10:00 AM: Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress ,

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Just Don't With Private Assets

Random Roger's Retirement Planning

Barron's had a very quick look at the recent popularity of private assets to try to figure out whether investors should wade into the space. One quote that caught my eye was that over the last ten years, private equity has returned 15.2% annualized versus 12% for the S&P 500. They didn't cite a source for that 15.2% number. If you look at the sectors that make up the S&P 500, there are a couple that very frequently will outperform the index over rolling ten year periods, there are a coup

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Top 7 SEO Strategies Every Financial Advisor Needs to Know to Rank Higher on Google

Indigo Marketing Agency

Top 7 SEO Strategies Every Financial Advisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financial advisors is leads, booked appointments , and new clients to grow your practice. There are multiple ways to drive highly targeted leads, but one way thats often overlooked and underestimated by many financial advisors is search engine optimization (SEO).

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Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran

Validea

In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify’s PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio. Drawing from his extensive experience at firms like Citadel and Millennium, Mike shares candid insights about what makes a successful investor and his portfolio construction process.

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8 Ways to Torture Your CFO

The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.

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Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base

Indigo Marketing Agency

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. Thats why the marketing for financial planners is regulatedto prohibit the use of tactics that manipulate hardworking people into putting their life savings in the wrong hands.

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Saturday links: the 70% rule

Abnormal Returns

Autos Honda ($HMC) is planning to launch two new EVs. (thecooldown.com) A first-hand experience with Super Cruise on I-95. (wapo.st) ATC Air traffic control failures may now be a bigger risk than mechanical malfunctions. (theatlantic.com) Why it's so hard to hire and retain air traffic controllers. (barrons.com) Energy Amazon ($AMZN) keeps buying renewable energy.

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Real Estate Newsletter Articles this Week: Mortgage Delinquencies Increased Slightly in Q4 2024

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. MBA: Mortgage Delinquencies Increased Slightly in Q4 2024 Fannie and Freddie: Single Family Serious Delinquency Rates Increased in December Lawler: Revisions Almost Eliminate Household/Establishment Survey Employment Growth Gap 1st Look at Local Housing Markets in January Asking Rents Mostly Unchanged Year-over-year ICE Mortgage Monitor: Lowest calendar year home price growth of any year since 2011 Th