Wealth Management
JUNE 20, 2025
F2 Strategy co-founder Doug Fritz offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience.
Abnormal Returns
JUNE 20, 2025
Markets Corporate bond spreads have come back down from their April peak. (mrzepczynski.blogspot.com) Silver prices are rising along with gold. (wsj.com) Strategy Good decade or bad for the stock market? Changes in valuation matter a lot. (awealthofcommonsense.com) What the consensus 60/40 portfolio looks like. (morningstar.com) Stablecoins Stablecoins are no longer niche.
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Wealth Management
JUNE 20, 2025
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The Big Picture
JUNE 20, 2025
My end-of-week morning train beach reads: • Howard Marks on Tariffs: Repealing the Laws of Economics : Tariffs are, primarily, an effort to cause goods to be made domestically even when equivalent foreign goods are cheaper or better (or both). Governments can make that happen by erecting barriers that keep foreign goods out or make them more expensive.
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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
Wealth Management
JUNE 20, 2025
The investment in Family Office Partners represents Elevation Point’s first deal since selling a minority stake to Emigrant Partners and its first in the breakaway space.
Calculated Risk
JUNE 20, 2025
There will be some trade related distortions in Q2. From BofA: Overall, 2Q GDP tracking is down from 2.7% q/q saar to 2.6%. [June 17th estimate] emphasis added From Goldman: We lowered our Q2 GDP tracking estimate by 0.1pp to +4.1% (quarter-over-quarter annualized) and our Q2 domestic final sales estimate by the same amount to +0.1%. [June 18th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the second quarter of 2025
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Calculated Risk
JUNE 20, 2025
Today, in the Calculated Risk Real Estate Newsletter: California Home Sales "Sputter" in May; 4th Look at Local Markets A brief excerpt: From the California Association of Realtors® (C.A.R.): California housing market sputters for third straight month in May as home sales and prices pull back, C.A.R. reports May’s sales pace fell 5.1 percent from the 267,710 homes sold in April and was down 4.0 percent from a year ago , when 264,850 homes were sold on an annualized basis.
Wealth Management
JUNE 20, 2025
WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.
Trade Brains
JUNE 20, 2025
When seasoned investors put their money into a company, it often sparks curiosity—and for good reason. Consistent revenue growth over time is one of the clearest indicators of a company’s underlying strength. In this article, we have highlighted a few stocks backed by ace investors that have delivered an impressive 5-year revenue Compounded Annual Growth Rate (CAGR).
Wealth Management
JUNE 20, 2025
Two of &Partners’ founders, David Kowach and Kristi Mitchem, explain how they came to launch a boutique advisor model where no one person has more than a 5% equity stake.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Trade Brains
JUNE 20, 2025
A prominent financial services stock came under pressure on June 20, slipping nearly 9% amid heightened activity in the block deal window, triggering investor concerns over a potential large-scale stake offloading. With a market capitalisation of Rs 3,330 crore, shares of Northern Arc Capital Limited plunged nearly 9% on Friday, hitting an intraday low of Rs 195.55 compared to the previous close of Rs 214.50, amid heavy selling pressure in the block deal window.
A Wealth of Common Sense
JUNE 20, 2025
U.S. households are in debt to the tune of nearly $20 trillion. That’s a lot of liabilities. The majority of that debt resides in mortgages (68%) while the remaining balance is mostly student loans (8%) and auto loans (8%). That sure seems like a lot of money but that figure is meaningless without some context. Total household assets as of year-end 2024 were close to $180 trillion.
Meb Faber Research
JUNE 20, 2025
We’re starting a new series here that will eventually be a short paper, but thought we’d drip these articles out every week over the course of the summer… enjoy! #1 – Normal stock market returns are extreme Most investors understand that stocks return about 10% per year over time. However, many investors may not appreciate the […] The post 20 Things You May Not Know About Markets (or That Might Surprise You). #1 – Normal Stock Market Returns are Extreme appear
Advisor Perspectives
JUNE 20, 2025
It's important to consider non-hardship 401(k) withdrawals carefully. Our Bill Cass explains why individuals should check plan eligibility and consider asset protection and tax implications.
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.
Trade Brains
JUNE 20, 2025
Debt mutual funds are a go-to choice for conservative investors looking for stable and predictable returns with low risk. Since the start of the year, the markets have been very volatile, hence most of the retail participants are trying to avoid the harsh ups and downs of the market by switching from equity to debt instruments. And if you are one of them who is planning to venture into the debt market, or just simply diversify your portfolio into low-risk assets?
Advisor Perspectives
JUNE 20, 2025
New strategies, shifting flows, and innovative technologies are driving a more dynamic and diversified marketplace in fixed income ETFs.
Random Roger's Retirement Planning
JUNE 20, 2025
Some quick hits today. A comment on an article at Yahoo about retirement mistakes said the following; The thing to really do is 5 years before you are required to take the money you have in an IRA is Transfer all the money in your IRA into your Roth account. Hopefully, everyone here realizes this would be a woefully tax-inefficient way to do a conversion for just about every circumstance.
Trade Brains
JUNE 20, 2025
Bitcoin blasted past resistance early Friday. The cryptocurrency surged impressively to $106,500. This represented a solid 1.7% daily gain. This move electrified traders watching closely. Bitcoin decisively captured crucial liquidity near $106,000. This breakout attempt signals potential upside momentum. Traders desperately want an exit from the tight range.
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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
Advisor Perspectives
JUNE 20, 2025
This is the first in a three-part series outlining why I believe bonds are set to outperform. Here, I focus on the Federal Reserve’s dual mandate, the June 2025 meeting, and why the Fed’s approach is positive for bond investors. Parts 2 and 3 will address valuation, politics, recession risk, and the secular horizon.
Validea
JUNE 20, 2025
Free cash flow yield serves as a crucial indicator for spotting financially robust companies amid market uncertainty. This measure reveals businesses that efficiently convert their operations into cash relative to their market capitalization. Organizations with superior cash generation capabilities maintain financial autonomy, enabling them to expand operations, bolster their balance sheets, and compensate investors without relying on external capital sources.
Advisor Perspectives
JUNE 20, 2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Carson Wealth
JUNE 20, 2025
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, address the mounting uncertainty surrounding the ongoing conflict in the Middle East, reflecting on how geopolitical turmoil historically affects markets. Despite short-term volatility, they emphasize that markets tend to recover—especially when the U.S. economy remains relatively strong.
Speaker: Cheryl J. Muldrew-McMurtry
Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
Trade Brains
JUNE 20, 2025
The following is a list of four stocks that witnessed notable price movements during Friday’s trading session, following significant bulk and block deal transactions executed on the stock exchanges on 19th and 20th June. These fluctuations reflect investor sentiment and market reactions to the large-scale buying or selling activities observed during the period.
Advisor Perspectives
JUNE 20, 2025
The yield on the 10-year note ended June 20, 2025 at 4.38%. Meanwhile, the 2-year note ended at 3.90% and the 30-year note ended at 4.89%.
Trade Brains
JUNE 20, 2025
There’s a clear shift happening in India’s startup world. Almost every promising startup you can name seems to be preparing for a stock market listing, and they all want to make their debut before 2026. Whether it’s the pressure to deliver returns to investors or simply the hunger to grow, one thing’s clear: the IPO rush is real. 1. A Strong IPO Market Push In 2024, India saw one of its most active IPO years ever, with nearly 300 companies raising more than ₹1.4 trillion.
Advisor Perspectives
JUNE 20, 2025
CEO Ali Dibadj provides an update on the three macro drivers we believe will shape markets in the second half of 2025 and how Janus Henderson is helping clients position for a brighter investment future.
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.
Trade Brains
JUNE 20, 2025
Not all credit cards are built for the day-to-day spender, it sometimes is attuned more to the one who buys their sneakers online, orders in more than they cook and sees “add to cart” as a reflex rather than a decision. While those cards offer great value in their own unique style, the HDFC Millennia Credit Card doesn’t try to be everything for everyone.
Advisor Perspectives
JUNE 20, 2025
US banks seem likely to get the changes they want to an obscure but important rule known as the supplementary leverage ratio.
Trade Brains
JUNE 20, 2025
The Los Angeles Lakers, one of the most successful and popular basketball teams in the world, are about to be sold in a massive deal worth ₹86,000 crore (around $10 billion). This historic sale marks a major shift in the world of sports ownership and would make the Lakers the most valuable sports team ever sold. Known for their rich history, global fanbase, and iconic players, the Lakers have long been one of the NBA’s most recognized franchises,and now, they’re entering a brand new chapter.
Zajac Group
JUNE 20, 2025
For one reason or another, you may find yourself packing up and moving to another state while still working for your employer. Perhaps you’re given the opportunity to work remotely, your spouse is pursuing a career change, or you’ve been relocated to another corporate site. Whatever the case may be, moving comes with its own set of logistical challenges.
Speaker: David Worrell, CFO, Author & Speaker
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.
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