Calculated Risk
MAY 23, 2025
From BofA: Since our last weekly publication, our 2Q and 1Q GDP tracking are down two-tenths each to +2.0% q/q saar and -0.5% q/q saar, respectively. [May 23rd estimate] emphasis added From Goldman: We left our Q2 GDP tracking estimate unchanged at +2.1% (quarter-over-quarter annualized) and our Q2 domestic final sales forecast unchanged at 0%. We left our past-quarter tracking estimate unchanged at -0.5%.
A Wealth of Common Sense
MAY 23, 2025
I’ve been writing lately about how investors have continued to buy the dip anytime the stock market falters (see here and here).1 We keep hitting record after record for investor inflows. This is from Bloomberg: Retail traders went on a record dip buying spree Monday, reversing a 1% decline in the S&P 500 Index triggered by the US credit downgrade from Moody’s Ratings late last week.
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Calculated Risk
MAY 23, 2025
From Intercontinental Exchange: ICE First Look at Mortgage Performance: Foreclosure Activity Edges Higher Following Recent Record Lows Intercontinental Exchange, Inc. (NYSE:ICE). today released its April 2025 First Look, which shows U.S. Department of Veterans Affairs (VA) mortgages progressing through the foreclosure pipeline following the recent moratorium expiration.
Advisor Perspectives
MAY 23, 2025
Cathie Wood’s funds made their biggest purchase of Taiwan Semiconductor Manufacturing Co. shares in nearly a year, underscoring a change in stance from being mostly sellers of the chipmaker since the third quarter of last year.
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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
Validea
MAY 23, 2025
Dividend investing has long been favored by those seeking steady income, especially in uncertain markets. At the top of the dividend investing hierarchy are the Dividend Kings — elite companies that have increased their dividends for 50 consecutive years or more. These firms, all part of the S&P 500, have proven their ability to weather economic storms, navigate recessions, and still reward shareholders with rising payouts year after year.
Advisor Perspectives
MAY 23, 2025
One of the biggest stories in the ETF market in 2025 has been the nonstop impressive asset-gathering pace of the Vanguard S&P 500 ETF (VOO).
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
MAY 23, 2025
What investors thought was going to be a nice start to a weekend in May got turned around with a late Friday announcement that Moody’s had just downgraded the U.S. long-term credit rating.
Truemind Capital
MAY 23, 2025
Gordon Gekko popularised the phraseGreed is Good when he said,“greed, for lack of a better word, is good” inthe1987 filmWall Street. Many people have lapped on this phrase, and a few justify their greed for money by giving this example. Human beings naturally get affected by greed and fear. Depending on person to person, the degree matters.
Advisor Perspectives
MAY 23, 2025
Investors should always be attuned to inflation risk, but it seems pronounced in this moment. How should your clients adjust behavior and investments?
Calculated Risk
MAY 23, 2025
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.
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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
MAY 23, 2025
The market narrative appears to change on a dime these days. Stocks may have staged a comeback to recoup almost all their post-“Liberation Day” losses. But the bottom line on the fixed income market hasn’t changed all that much.
Wealth Management
MAY 23, 2025
Liam Payne's intestate 24M estate highlights the importance of wills for young parents and high-net-worth individuals in protecting their legacy.
Advisor Perspectives
MAY 23, 2025
Trade pacts with America will not mean a return to the old normal.
Wealth Management
MAY 23, 2025
Financial advisors should review clients annuity strategies amid a favorable high-rate environment and potential rate cuts looming on the horizon.
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.
The Big Picture
MAY 23, 2025
This week, I speak with Ron Shaich, co-founder of Au Bon Pain and founder and former chairman and CEO of Panera Bread. A key part of building that brand, today Shaich is a lead investor in Cava, Tatte, Life Alive and Level99, continuing a long and extensive career in the restaurant and fast casual business. Hes credited with defining the fast causal segment.
Wealth Management
MAY 23, 2025
New report reveals top 10 wealthiest U.S. cities, with New York leading and Texas claiming three spots.
Nerd's Eye View
MAY 23, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of RIA employee compensation and wellbeing found that advisors appear broadly satisfied with their jobs and (perhaps unsurprisingly) identified a positive correlation between income and happiness at work (though separate research suggests other factors might contribute more to advisor wellbeing).
Wealth Management
MAY 23, 2025
Libretto CEO Jeff Coyle details how Libretto's platform enhances financial planning by personalizing wealth strategies and moving beyond traditional risk assessment tools
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.
Abnormal Returns
MAY 23, 2025
Active management Concentrated equity risk isn't worth the bother. (wsj.com) How active fund managers can 'cheat.' (behaviouralinvestment.com) The many reasons why active investors underperform. (larryswedroe.substack.com) Emigration Meet the Americans who feel they need to move across state lines. (theguardian.com) More Americans are seeking British citizenship.
Wealth Management
MAY 23, 2025
Osaic's CapitalHub is a white-labeled version of Community Capital Technologys platform and national loan originations network, including more than 1,400 financial institutions nationwide.
Calculated Risk
MAY 23, 2025
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Increase to 743,000 Annual Rate in April Brief excerpt: The Census Bureau reported New Home Sales in April were at a seasonally adjusted annual rate (SAAR) of 743 thousand. The previous three months were revised down significantly, combined. The next graph shows new home sales for 2024 and 2025 by month (Seasonally Adjusted Annual Rate).
Wealth Management
MAY 23, 2025
Milendophe Duperier and Vanessa Joseph agreed to plead guilty to conspiracy to commit wire fraud. According to the DOJ, Duperier falsely claimed he was an advisor to steal from clients.
Speaker: Erroll Amacker
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.
Calculated Risk
MAY 23, 2025
The Census Bureau reports New Home Sales in April were at a seasonally adjusted annual rate (SAAR) of 743 thousand. The previous three months were revised down significantly, combined. Sales of new single-family houses in April 2025 were at a seasonally-adjusted annual rate of 743,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
Wealth Management
MAY 23, 2025
A bigger, more established player is now vying for the advisor market with lower price; more specialized AI providers have the home court advantage for now.
Advisor Perspectives
MAY 23, 2025
Bond investors are demanding more and more compensation to hold long-dated US debt as global markets grow anxious about the widening fiscal deficit in the world’s biggest economy.
Wealth Management
MAY 23, 2025
The president and COO of the family-office-turned-mega-RIA says the companys growth can be traced to its roots, which include expertise in private market investing and a commitment to digital marketing.
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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.
Advisor Perspectives
MAY 23, 2025
Investors active today can be forgiven if the events of the past few months have been a bewildering experience.
Wealth Management
MAY 23, 2025
The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.
Advisor Perspectives
MAY 23, 2025
As AI capabilities continue to advance, we can expect even more sophisticated financial planning tools to become accessible to the average person, potentially improving retirement outcomes for many.
Indigo Marketing Agency
MAY 23, 2025
5 High-Impact Website Features for Financial Advisors Essential website features for financial advisors should not be ignored! Every website for a financial advisor must be optimized in order to land new clients. In fact, according to a Stanford Web Credibility Research study , 75% of consumers judge a companys credibility based on its website design.
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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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