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Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so. The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them,
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on this blog). I'm adding some thoughts and predictions for each question.
Markets We should be grateful for 2024's returns, especially if you avoided the negativity. (allstarcharts.com) No one else is to blame for your investing failures. (microcapclub.com) Companies OpenAI is officially transitioning to a for-profit company. (techcrunch.com) How Reddit ($RDDT) became a huge winner in 2024. (slate.com) Video game companies are going broke building new games with life-like graphics.
Today, in the Calculated Risk Real Estate Newsletter: FHFAs National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores A brief excerpt: Here are some graphs on outstanding mortgages by interest rate, the average mortgage interest rate, borrowers credit scores and current loan-to-value (LTV) from the FHFAs National Mortgage Database through Q3 2024 (just released).
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Spotify How Spotify ($SPOT) went to war against it own artists by uploading proprietary tracks. (honest-broker.com) Spotify ($SPOT) insiders are selling a lot of stock. (ft.com) Listening Does listening to an audiobook count as 'reading'? (wsj.com) The 20 best podcast series of 2024 including 'Road to Rickwood.' (theatlantic.com) Seven under-the-radar sports podcasts to check out.
From Goldman: We lowered our Q4 GDP tracking estimate by 0.1pp to +2.3% (quarter-over-quarter annualized). Our Q4 domestic final sales forecast stands at +2.3% (quarter-over-quarter annualized). [Dec 27th estimate] emphasis added And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of 2024 is 3.1 percent on December 24, unchanged from December 20 after rounding.
Richard Hill, the head of Cohen & Steers real estate strategy, talks about how financial advisors should tackle commercial real estate investment next year.
Richard Hill, the head of Cohen & Steers real estate strategy, talks about how financial advisors should tackle commercial real estate investment next year.
(Rebroadcast) This week, we speak with Toto Wolff , Team Principal & CEO of the Mercedes-AMG PETRONAS F1 Team. Prior to joining Mercedes, Toto spent time in the investment world, founding his own company “Marchfifteen” in 1998 and Marchsixteen in 2004. In 2009, Toto combined his passion for racing and business by investing in the Williams F1 Team.
In this episode of Excess Returns, hosts Jack Forehand and Justin Carbonneau sit down with Jacob Pozharny, partner at Bridgeway Capital Management, to explore the increasingly important role of intangible assets in modern investing. Jacob breaks down what intangible assets are – from intellectual property and proprietary algorithms to brand value and customer relationships – and explains how these harder-to-measure assets are changing traditional investment approaches.
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
A critical task in stock selection is identifying a firms true profitability. Given the potential of AI to deal with large data, an important question is: Can AI outsmart seasoned analysts? Forecasting Earnings, Artificial Intelligence (AI) Versus Equity Analysts was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Barron's has a couple of different articles about trouble ahead in the bond market (longer duration) and what to do about it. This is right in the strike zone of what we talk about all the time here. At the start of the year, there were a lot of calls to buy further out the curve because with all of these Fed cuts coming, rates were going down they said.
In the final episode of Take 5 of 2024, Ryan Detrick, Chief Market Strategist at Carson Group, discusses three main worries for the upcoming year, 2025. They highlight that while stocks have seen significant gains recently, the next year may not replicate this trend. Additionally, a strong dollar poses risks, particularly with tariffs affecting US manufacturers and exporters.
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.
OpenAI, founded a decade ago as a research organization, is considering a change to the AI company’s structure that would create a more conventional money-making corporation alongside a nonprofit arm.
An Animal Spirits listener emailed in to ask: Great question. Michael and I both responded on the podcast in the same way — you do NOT buy a 16-year-old the new vehicle! When your kid turns 16 they get the hand-me-down and you drive the new one. That’s how it’s always been and how it always should be. When I was in high school we maybe had one or two (rich) friends get a new car but everyone else drove.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Note: " Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital capacity, or hospital occupancy data. " So I'm no longer tracking hospitalizations.
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.
The new year will start with plenty of intrigue, especially in manufacturing, aerospace and logistics, the area where I hunt for interesting storylines about how companies navigate opportunities and pitfalls.
Recommend reading that provides a bed of knowledge for the key themes we think will define 2025. Ours differs from other lists you might see elsewhere at this time of year in that we focus on relevance rather than recency, though there are new books here, too.
Tokenization, or the process of creating digital representations of real-world assets on a blockchain, has become one of this year’s buzzwords in both conventional and crypto finance circles.
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.
Annuities can provide a guaranteed lifetime income stream in retirement, no matter how long you live. They thrive under high interest rate environments and are currently offering the highest payouts seen in years.
The eclipse of the dollar, and with it the ability of the US to borrow on a scale that would cripple any other country, has been long predicted. For at least half a century, skeptics have counted on something — or someone — coming along to knock American assets from their perch. Don't plan for a requiem just yet.
Last week’s market volatility was not surprising for readers of these commentaries, as I anticipated a jarring adjustment to readouts from the Fed Dot Plot that suggested less rate cuts in 2025.
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.
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