Nerd's Eye View

MARCH 7, 2025

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congressional Republicans, who recently voted to set a $4.5 trillion target cost for their planned tax bill to replace the Tax Cuts and Jobs Act (TCJA), are currently debating whether the “baseline” for that cost should be the current law where TCJA’s provisions will expire in 2026, or if it should assume that TCJA doesn’t expire &

Financial Planner 233

Financial Planner Taxes Numbers Planning 233

Calculated Risk

MARCH 7, 2025

Special Note: There was a surge in gold imports in January. There is a time lag for when the imported gold will show up in inventories. GDPNow will correct for this once the gold is included as an increase in inventories, but currently GDPNow just included the import side. That is why GDPNow's tracking estimate of GDP is likely way too low. From BofA: Our 1Q GDP tracking is down from 2.3% q/q saar to 1.9% q/q saar since our last weekly publication.

Economics 179

Economics Management Investments Investing 179

The Big Picture

MARCH 7, 2025

This week, I speak with Philipp Carlsson , Global Chief Economist for Boston Consulting Group. Prior to this role at BCG, Philipp advised financial institutions and governments at the Organization for Economic Co-operation and Development (OECD) as well as McKinsey & Company. He was also Chief Economist at Stanford C. Bernstein. He is a frequent contributor to Harvard Business Review and World Economic Forum.

Economics 162

Economics Budgeting Consulting Government 162

Calculated Risk

MARCH 7, 2025

From Fed Chair Powell: Economic Outlook Despite elevated levels of uncertainty, the U.S. economy continues to be in a good place. The labor market is solid, and inflation has moved closer to our 2 percent longer-run goal. At the Federal Reserve, we are intently focused on the dual-mandate goals given to us by Congress: maximum employment and stable prices.

Economics 162

Economics Economy Food Communication 162

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Wealth Management

MARCH 7, 2025

Fundrise's Saira Rahman details how advisors can harness the power of alternatives to enhance client outcomes.

Investing 291

Investing Investments Clients 291

Calculated Risk

MARCH 7, 2025

The headline jobs number in the February employment report was slightly below expectations, and December and January payrolls were revised down by 2,000 combined. The participation rate and the employment population ratio decreased, and the unemployment rate increased to 4.1%. Earlier: February Employment Report: 151 thousand Jobs, 4.1% Unemployment Rate Prime (25 to 54 Years Old) Participation Since the overall participation rate is impacted by both cyclical (recession) and demographic (aging p

Numbers 147

Numbers Economics 147

Calculated Risk

MARCH 7, 2025

Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Another monthly update on rents. Tracking rents is important for understanding the dynamics of the housing market. Slower household formation and increased supply (more multi-family completions) has kept asking rents under pressure. Apartment List: Asking Rent Growth -0.4% Year-over-year.

Marketing 147

Marketing Marketing 147

Wealth Management

MARCH 7, 2025

Even in strong years, stock markets tend to experience declines in the 5% to 10% range.

Marketing 273

Marketing Marketing 273

Calculated Risk

MARCH 7, 2025

From the BLS: Employment Situation Total nonfarm payroll employment rose by 151,000 in February, and the unemployment rate changed little at 4.1 percent, the U.S. Bureau of Labor Statistics reported today. Employment trended up in health care, financial activities, transportation and warehousing, and social assistance. Federal government employment declined.

Transportation 147

Transportation Government 147

Wealth Management

MARCH 7, 2025

About a year and a half ago, Trent Leyda and his team broke away from Morgan Stanley to create SpirePoint Private Client, with Goldman Sachs as its primary custodian. Heres how its going.

Clients 261

Clients 261

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Clients

Carson Wealth

MARCH 7, 2025

Welcome back to Carsons Take Five with Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group! This week, we break down the latest round of tariffs, their impact on inflation, corporate profits, and market volatility. While uncertainty looms, we explain why this isn’t necessarily a sign of recession or stagflation and what investors should focus on moving forward.

Economics 75

Economics Taxes Marketing Marketing 75

Wealth Management

MARCH 7, 2025

The online trading and financial services company was charged with providing customers with incomplete disclosures and not instituting proper anti-money laundering practices.

Financial Services 243

Financial Services 243

Validea

MARCH 7, 2025

The S&P 500’s recent impressive gains have been disproportionately driven by the “Magnificent Seven” technology titans: Apple, Microsoft, Alphabet, Amazon, NVIDIA, Meta, and Tesla. While these companies have delivered exceptional returns, their dominance has created an imbalanced market narrative that potentially blinds investors to other opportunities.

Valuation 52

Valuation Media Sales Marketing 52

Wealth Management

MARCH 7, 2025

In addition, Cetera adds an advisor who also performs industry education and training, and Ameriprise and LPL announce more additions.

Education 241

Education 241

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.

Management

MainStreet Financial Planning

MARCH 7, 2025

Tax season can feel overwhelming, whether you’re filing for the first time or you’ve been doing it for years. Should you tackle your taxes on your own, or is it time to bring in a professional? Lets explore the pros and cons of DIY tax preparation and when seeking expert help might be the right move. The DIY Approach: When It Makes Sense Your Financial Situation is Simple If your income comes from just a few sourceslike a regular paycheck, interest from savings, or basic investmentsD

Taxes 52

Taxes Financial Planning Planning Numbers 52

Wealth Management

MARCH 7, 2025

WealthStack's director of content and WMTV host shares her take on the all-in-one platform providers recent conference.

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Harness Wealth

MARCH 7, 2025

This weeks Tax Advisor news roundup covers key updates for financial professionals. We start with a piece on remote work strategy, which garnered attention from a U.S. Senate committee during the pandemic and set new standards for remote team management and firm culture. Additionally, we have news that FinCEN has announced an extension of the BOI reporting deadline and a temporary halt in enforcement, an analysis on the implications of wealth taxes in Europe, and a refresher on how the new ̵

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Wealth Management

MARCH 7, 2025

In honor of International Womens Day, Ryan Nauman talks with women leaders in the investment management space.

Investing 232

Investing Investments Management 232

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.

Numbers

MainStreet Financial Planning

MARCH 7, 2025

When choosing a financial advisor, how they charge for their services can significantly impact your long-term wealth. The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). While AUM advisors may seem appealing, they often come with high lifetime fees and potential conflicts of interest.

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

Wealth Management

MARCH 7, 2025

Carson, Mesirow and Sequoia are recent RIA dealmakers in the growing push to add tax planning and services.

Tax Planning 228

Tax Planning Taxes Planning 228

Validea

MARCH 7, 2025

Valideas new Strategy of the Week feature highlights one of our guru models, offering a deep dive into its fundamental criteria, why they matter, and the top stocks currently favored by the strategy. This feature blends educational investing insights with potential investment ideas, helping you better understand and apply these time-tested approaches in your own investment process.

Portfolio 52

Portfolio Sales Investing Investments 52

Advisor Perspectives

MARCH 7, 2025

Will artificial intelligence take my job? This question is really starting to preoccupy me and millions of other white-collar workers. There’s even a word for it — FOBO, or fear of becoming obsolete — and, regrettably, our apprehension isn’t entirely unfounded.

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90

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.

Accounting

Alpha Architect

MARCH 7, 2025

This paper provides an introductory overview of infrastructure investing, exploring its characteristics, benefits, challenges, and potential role in a diversified portfolio. Private Infrastructure as an Asset Class was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Assets 60

Assets Portfolio Investing Investments 60

Advisor Perspectives

MARCH 7, 2025

The yield on the 10-year note ended March 7, 2025 at 4.32%. Meanwhile, the 2-year note ended at 3.99% and the 30-year note ended at 4.62%.

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SEI

MARCH 7, 2025

Firms can drive scalable growth and enhance client outcomes by centralising investment offerings.

Marketing 52

Marketing Marketing Clients Investing 52

Advisor Perspectives

MARCH 7, 2025

Broadcom Inc. shares jumped after the chip supplier for Apple Inc. and other big tech companies gave an upbeat forecast, reassuring investors that spending on artificial intelligence computing remains healthy.

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Accounting

Meb Faber Research

MARCH 7, 2025

Really fun podcast today…hanging with Mrs. Faber! Go pick up a copy of her new book! [link] Links! Apple: [link] Spotify: [link] YouTube: [link] ShowNotes: [link] The post It’s Dark… appeared first on Meb Faber Research - Stock Market and Investing Blog.

Investing 40

Investing Investments Marketing Marketing 40

Advisor Perspectives

MARCH 7, 2025

Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.

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Abnormal Returns

MARCH 7, 2025

AI Shane Parrish talks AI with Josh Wolfe, co-founder and managing partner of Lux Capital. (fs.blog) Ezra Klein talk the implications of AGI with Ben Buchanan. (podcasts.apple.com) Finance Dave Nadig talks with Barry Ritholtz about his new book "How Not to Invest." (youtube.com) Joe Weisenthal and Tracy Alloway talk efficient markets with Eugene Fama and David Booth.

Financial Market 147

Financial Market Management Marketing Marketing 147

Advisor Perspectives

MARCH 7, 2025

There is a general belief that there are four big indicators that the NBER Business Cycle Dating Committee weighs heavily in their cycle identification process. This commentary focuses on one of these indicators: nonfarm employment. In February, total nonfarm payrolls increased by 151,000, while the unemployment rate inched up to 4.1%.

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