Sun.Apr 20, 2025

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Sunday Night Futures

Calculated Risk

Weekend: Schedule for Week of April 20, 2025 Monday: No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 20 and DOW futures are down 128 (fair value). Oil prices were up over the last week with WTI futures at $64.68 per barrel and Brent at $67.96 per barrel. A year ago, WTI was at $84, and Brent was at $88 - so WTI oil prices are down about 23% year-over-year.

Economics 162
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How to inspire client referrals without asking

Million Dollar Round Table (MDRT)

By Anthony Matthews Jones, BSc (Hons), QFA As more countries ban cold calling, its become more important than ever for financial advisors to build a steady source of referrals from their clients. To do this without having to always ask for referrals, encourage clients to become your advocates. When that happens, clients will bring in referrals because they want to, not because you asked.

Clients 88
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Marianela Collado Joins Panel at the 31st Annual Planned Giving Council Broward Symposium on May 15th, 2025

Tobias Financial

We are excited to share that our CEO, Marianela Collado, CPA/PFS, CFP,CDS , will serve as a panelist at the upcoming Planned Giving Council Broward Symposium on May 15 th. The event is held from 8:00 a.m. to 11:00 a.m. ET at The Tower Club Fort Lauderdale, 100 SE 3 rd Ave, Fort Lauderdale, FL 33394. The Symposium is an event for professionals dedicated to philanthropy, estate planning, and charitable giving.

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[cdata[ Unleash Your F.I.R.E Superpower ]]

oXYGen Financial

![CDATA[ Have you ever dreamed of breaking free from the daily grind, calling your own shots, or retiring yearsmaybe even decadesbefore everyone else? If so, you're not alone. Welcome to the bold, inspiring world of F.I.R.E: Financial Independence, Retire Early. This movement is more than just a money-saving trend; it's a lifestyle revolution, and yes, you have a superpower to make.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

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Top clicks this week on Abnormal Returns

Abnormal Returns

Top clicks this week The bid-ask spread on corporate bonds has blown out. (apolloacademy.com) Barry Ritholtz, "There is an endless assortment of ways to make mistakes that hurt your portfolio." (ritholtz.com) TIPS are getting hurt worse than nominal Treasurys. (fa-mag.com) What has happened after the stock market declines 15%. (awealthofcommonsense.com) Buy-and-hold investors just keep buying.

Portfolio 218
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TSA: Airline Travel up 1% YoY

Calculated Risk

This is something to watch with less international travel. Here are the daily travel numbers from the TSA. This data is as of April 16, 2025. Click on graph for larger image. This data shows the 7-day average of daily total traveler throughput from the TSA (Blue). Air travel is up about 1.3% YoY. The red line is the percent of 2019 for the seven-day average.

Numbers 162

More Trending

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Keeping It Simple Sunday

Random Roger's Retirement Planning

Here are some fun tidbits from my reading this weekend. First was an article about 10 Defensive Funds That Bucked The Tariff Selloff. The author dug pretty deep to fund a couple of the funds including the Forester Value (FVILX/FVALX/FVRLX). The fund goes back to 1999 but only has $4 million in assets and is a one star fund. Keeping the fund open must be a labor of love for the manager and his firm.

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T-Bills and Chill

Meb Faber Research

Relative to T-bills, normal yields for US 10/30, and AGG should be up around 6%, corporate bonds 7%, and emerging and junk around 10%. What if that happens this year? (T-bill yields could also come down, or both, or neither of course…) Here’s our old white paper on T-Bills and Chill…sounds pretty good this year! […] The post T-Bills and Chill appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Ten Stocks with Improving Fundamental Momentum

Validea

When we examine what truly drives long-term investment success, the progression of a company’s operational excellence over timeits fundamental momentumdeserves special attention. This concept looks beyond simple stock price changes to track meaningful business improvements through essential metrics like operating margins and return on equity. The groundbreaking Twin Momentum research conducted by Dashan Huang and colleagues demonstrated that businesses showing consistent improvement in the

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Old School/New School

The Big Picture

OLD SCHOOL Get a record deal. NEW SCHOOL Get a fan base. OLD SCHOOL Learn how to play your instrument. NEW SCHOOL Learn how to use your computer. OLD SCHOOL The artist is king. NEW SCHOOL If the label doesn’t hear a hit, they won’t release your album. And the CEO makes more money than any of the artists. OLD SCHOOL Hire a publicity person to get noticed in print media.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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Sunday links: a chaotic affair

Abnormal Returns

Markets Volatility clusters. (tker.co) What earnings estimates are doing, depends on your time horizon. (tker.co) Private assets Why private assets are not a panacea. (wsj.com) SPDR SSGA IG Public & Private Credit ETF ($PRIV) is struggling to attract assets. (investmentnews.com) Companies A look at Home Depot's ($HD) big garden business. (wsj.com) How Apple ($AAPL) could turn the profit dial on service offerings.

Budgeting 144
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10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: How Brexit, a Startling Act of Economic Self-Harm, Foreshadowed Trumps Tariffs : Britains decision to leave the European Union in 2016 was sold to voters as a magic bullet that would revitalize the countrys economy. Its impact is still reverberating.( New York Times ) Joe Bidens Final Days: Did Aides Cover Up His Mental Stateor Was It Group Delusion?

Retail 130