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From Dodge Data Analytics: Dodge Momentum Index Declines 7% in March The Dodge Momentum Index (DMI) , issued by Dodge Construction Network, receded 6.9% in March to 205.6 (2000=100) from the revised February reading of 220.9. Over the month, commercial planning declined 7.8% while institutional planning fell 5.0%. Increased uncertainty around material prices and fiscal policies may have begun to factor into planning decisions throughout March , stated Sarah Martin, associate director of forecas
Markets During periods of market stress rumors have the power to move markets. (sherwood.news) How long does it take for the stock market to recover? (ofdollarsanddata.com) Basis trade What is the basis trade? (apolloacademy.com) Why the basis trade is so important to Treasury market liquidity. (ft.com) Strategy How strategy diversification helps you hold on through tough times.
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in March A brief excerpt: This is the first look at several early reporting local markets in March. Im tracking over 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. Ill update these tables throughout the month as additional data is released.
Welcome everyone! Welcome to the 432nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Seth Scott. Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.
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
Quant stuff The case for simple models using more data. (mrzepczynski.blogspot.com) Are researchers building portfolios all wrong? (papers.ssrn.com) Portfolio rebalancing The benefits of portfolio rebalancing are overstated. (roberthuebscher.substack.com) Your portfolio rebalancing frequency doesn't matter all that much. (elmwealth.com) Alternatives Private equity performance degrades with asset growth.
Last Thursday the S&P 500 finished the day down 4.8%. Then on Friday it declined another 6%. That’s a loss of more than 10% in just two days. The -10.5% loss was the fifth worse two-day stretch for the stock market since 1950. The other times this happened occurred in 1987, 2008 and 2020, some of the most volatile market environments we’ve ever seen.
Last Thursday the S&P 500 finished the day down 4.8%. Then on Friday it declined another 6%. That’s a loss of more than 10% in just two days. The -10.5% loss was the fifth worse two-day stretch for the stock market since 1950. The other times this happened occurred in 1987, 2008 and 2020, some of the most volatile market environments we’ve ever seen.
In a speech to state securities regulators, Acting SEC Chair Mark Uyeda said he worried the threshold may have become unbalanced since Dodd-Frank and asked commission staff to conduct a periodic evaluation of the cutoff.
Investing isnt about being mostly right. In fact you can be mostly wrong and beat portfolios that were mostly right! Today, well explore how investors can potentially improve portfolio outcomes by targeting two seemingly contradictory but deeply complementary systems as outlined in the latest Mauboussin-Callahan paper, Probabilities & Payoffs: The Practicality and Psychology of Expected Value.
Vaughn Harvey, a former head of product and transformation for consumer and community bank finance at JP Morgan Chase, will oversee LPL's data and AI initiatives as well as its ongoing digital transformation efforts.
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 results for the mortgage purchase applications index.
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
Graeme Lee, former head of LPLs advisor affiliation model, joins Bluespring Wealth Partners to help its RIAs with organic growth and practice management.
First up, I sent this out as an email to clients about 40 minutes into the day with subject Market Up Big, So Is It Over? The answer is probably not. John Authers from Bloomberg is calling it the end of the beginning. It is possible it's over but I would be ready for more volatility. The history of huge up days during events like this isn't great. On December 24, 2008, the Dow Jones was down 1000 points and then on December 26th it was up 1000 points but of course that market event still had sev
CEO Aly Kassim-Lakha has spearheaded Aspens second majority investment since its founding and the second for an RIA with nearly $3 billion in client assets.
Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. It’s a title that speaks to his firm’s intentional, comprehensive planning process.
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.
Recent headlines around escalating tariffs have rattled the financial markets, leaving many retirees understandably concerned. As stock prices swing and the cost of everyday goods edges upward, the uncertainty can feel overwhelming, especially for those who rely on a fixed income in retirement. At Tobias Financial Advisors, were here to help you navigate times like these with clarity and confidence.
The Justice Department claimed John Winslow also used an elderly widows brokerage money to fund buying an island home, installing a hot tub, and buying a new car.
The G-Score framework, developed by Professor Partha Mohanram in 2005, offers investors a systematic approach to evaluating growth stocks. Functioning as a counterpart to Joseph Piotroski’s F-Score system for value investments, this analytical tool examines eight critical financial indicators specifically tailored to growth-oriented companies.
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.
By Bryce Sanders You are a financial advisor who is involved in the community. Because of this, whenever you leave your house, youre on stage with clients or prospects. What does that mean? One of the elements of your success is getting as many people as possible to know who you are, what you do to help clients and why you are good at your profession.
Is your business generating $5M-$50M in revenue? If so, this workshop is designed for business owners like you who are navigating growth, strategy, and exit planning. Join us for our dynamic, in-person workshop designed specifically for business owners who want to lead with clarity and plan ahead.
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.
Even in times of uncertainty, Clint Walkner, Managing Partner at Walkner Condon Financial Advisors, discusses why diversification still matters in volatile markets and how a long-term view supports smart investing.
Tariff tensions are driving market volatility. Learn how investors can navigate uncertainty, stay diversified, and stay focused on long-term financial goals.
The NFIB Small Business Optimism Index dropped for a third straight month, falling to 97.4 in March. Notably, the net percent of small business owners expecting higher sales volume for a third consecutive month after surging from recession levels after the election.
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.
What is Equity Compensation? Published: April 24th, 2025 Reading Time: 7 minutes Written by: Keith Corbett, CFP Equity compensation is a type of non-cash benefit that some employers offer employees as part of their total compensation package. Instead of receiving only a salary and bonuses, employees are granted potential ownership in the company through stock options, restricted stock units (RSUs), or other equity-based incentives.
BlackRock Inc. Chief Executive Officer Larry Fink said New York is plagued by crime and filth and lacks enough good schools, and he called on politicians to make it easier for financial firms to do business in the city.
What is Equity Compensation? Published: April 9th, 2025 Reading Time: 7 minutes Written by: Keith Corbett, CFP Equity compensation is a type of non-cash benefit that some employers offer employees as part of their total compensation package. Instead of receiving only a salary and bonuses, employees are granted potential ownership in the company through stock options, restricted stock units (RSUs), or other equity-based incentives.
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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