Calculated Risk
FEBRUARY 14, 2025
From the Fed: Industrial Production and Capacity Utilization Industrial production (IP) increased 0.5 percent in January after moving up 1.0 percent in December. In January, gains in the output of aircraft and parts contributed 0.2 percentage point to total IP growth following the earlier resolution of a work stoppage at a major aircraft manufacturer.
The Big Picture
FEBRUARY 14, 2025
This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin America, Middle East and Eastern Europe. She also covers all sectors in Africa. Previously, she spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets.
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Abnormal Returns
FEBRUARY 14, 2025
Finance Why 24-hour trading isn't a boon for investors. (morningstar.com) Successfully running an ETF is harder than it looks. (jeffreyptak.substack.com) TIPS TIPS yields haven't been this high in a decade. (wsj.com) A speculative, but cautionary take against investing in TIPS. (paulkrugman.substack.com) Crypto The SEC could soon allow for in-kind redemptions for Bitcoin and Ethereum ETFs.
Calculated Risk
FEBRUARY 14, 2025
From BofA: Next week, we will initiate our 1Q GDP tracker. [Feb 14th] emphasis added From Goldman: Following this mornings retail sales and industrial production reports, we lowered our Q1 GDP tracking estimate by 0.3pp to +2.0% (quarter-over-quarter annualized) and our Q1 domestic final sales forecast by 0.1pp to +2.2%. We lowered our Q4 past quarter tracking estimate by 0.1pp to +2.1% [Feb 14th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally
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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
FEBRUARY 14, 2025
The government seeks to suspend pending litigation surrounding the fiduciary rule, to allow the Labor Department to decide how to proceed under the new administration.
Calculated Risk
FEBRUARY 14, 2025
On a monthly basis, retail sales decreased 0.9% from December to January (seasonally adjusted), and sales were up 4.2 percent from January 2024. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for January 2025, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $723.9 billion, down 0.9 percent from the previous month , and up 4.2 percent from January 2024.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
FEBRUARY 14, 2025
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in January A brief excerpt: The NAR is scheduled to release January Existing Home sales on Friday, February 21st at 10:00 AM. The consensus is for 4.10 million SAAR, down from 4.24 million in December. Last year, the NAR reported sales in January 2024 at 4.00 million SAAR.
Wealth Management
FEBRUARY 14, 2025
After a five-year run of acquisitions under Bob Oros, the hiring of former AYCO exec Larry Restieri may signal a focus on integration and organic growth, according to industry observers.
Truemind Capital
FEBRUARY 14, 2025
To create wealth from investments, you need to let your investments compound. To let compounding work and create exponential gains, you must stay in thegame for a long period of time. To stay in the game for long, you must not panic and withdraw during marketdownturns. To ensure you do not panic during market crashes, you need to set the right expectations for your investments.
Wealth Management
FEBRUARY 14, 2025
Much like the characters in Oz, investors often chase simple solutions to perceived problems.
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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
Validea
FEBRUARY 14, 2025
In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed. McBride, with 24 years at the firm, shares insights into how their team has achieved impressive results by being willing to think differently from consensus.
Wealth Management
FEBRUARY 14, 2025
SCS Financial CIO Lane MacDonald about why private markets drive so much of the firms active management strategy.
Advisor Perspectives
FEBRUARY 14, 2025
’ll first summarize their projections and note what I think are some shockers. Then I’ll take a look at how accurate their past forecasts have been. Finally, I’ll conclude with what I’m changing in my own portfolio.
Wealth Management
FEBRUARY 14, 2025
HFG Trust will be going independent this summer when it breaks from Community First Bank in Washington.
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.
Random Roger's Retirement Planning
FEBRUARY 14, 2025
Torsten Slok blogged about how ineffective bonds have been in terms of providing any return or diversification benefits lately in the context of a 60/40 portfolio. He talked about the need to replace bond exposure and stock exposure too but the point he was making about stocks wasn't too clear to me. He said that " there are years when Treasuries are not the correct hedge against downside risks in the S&P 500 " which is a conversation we've been having here for years.
Wealth Management
FEBRUARY 14, 2025
The former president of Bluespring will serve as chief business development officer for Invest.Greens upcoming SPAC.
Carson Wealth
FEBRUARY 14, 2025
In this episode of Carsons Take Five, Ryan and Sonu dive into the latest market trends and economic worries. While we remain bullish, there are always concerns to watch. This week, we discuss: Inflation Data: Is the Fed overreacting? February Market Trends: Historically a weak monthwhat does that mean for investors? Stock Market Participation: Are enough stocks moving up to sustain the rally?
Wealth Management
FEBRUARY 14, 2025
An ethical will can provide valuable emotional and moral guidance, adding depth to the more transactional nature of an estate plan.
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.
Advisor Perspectives
FEBRUARY 14, 2025
As we enter Valentine’s Day weekend, financial infidelity isn’t exactly a topic that exudes romance. But lovebirds who don’t make the discussion a foundational piece of their relationship risk adding avoidable strain on their union.
Wealth Management
FEBRUARY 14, 2025
The major data provider retires its longtime advisor platform and inks a deal with SS&C Black Diamond as a transition; BetaNXT DataXChange emerges out of beta; and LIMRA launches AI guides.
Advisor Perspectives
FEBRUARY 14, 2025
Nominal retail sales in January were down 0.88% month-over-month (MoM) and up 4.20% year-over-year (YoY). However, after adjusting for inflation, real retail sales were down 1.34% MoM and up 1.16% YoY.
Wealth Management
FEBRUARY 14, 2025
Emigrant Partners invests in $2.8 billion in Principle Wealth, and Choreo hires for a new role of people chief.
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.
Alpha Architect
FEBRUARY 14, 2025
NAV timing investors could potentially create trading strategies which would systematically transfer wealth from buy-and-hold investors to themselves. The Ability to NAV Time Interval Funds was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
FEBRUARY 14, 2025
Three team-building strategies for financial advisors to foster long-term alignment, growth and, ultimately, a legacy.
Advisor Perspectives
FEBRUARY 14, 2025
Industrial production climbed 0.5% in January, surpassing the expected 0.3% increase and reaching its highest level since 2022. Compared to one year ago, industrial production is up 2.0%.
Alpha Architect
FEBRUARY 14, 2025
NAV timing investors could potentially create trading strategies which would systematically transfer wealth from buy-and-hold investors to themselves. The Ability to NAV Time Interval Funds was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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
FEBRUARY 14, 2025
The yield on the 10-year note ended February 14, 2025 at 4.47%. Meanwhile, the 2-year note ended at 4.26% and the 30-year note ended at 4.69%.
Nerd's Eye View
FEBRUARY 14, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a recent survey indicating that while overall client satisfaction with their financial advisors remains high at 95%, potential threats to client retention lurk beneath the surface, particularly amongst clients who experience a major windfall or a life transition.
Advisor Perspectives
FEBRUARY 14, 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.
Abnormal Returns
FEBRUARY 14, 2025
Economy Cardiff Garcia talks with Jared Bernstein about the post-Bidenomics economy. (podcasts.apple.com) Sean Illing talks with Alana Newhouse about whether America is 'broken.' (podcasts.apple.com) Russell Napier talks with Felix Martin about his book, "Money The Unauthorised Biodgraphy." (podcasts.apple.com) Jim O'Shaugnessy talks with Rudy Haverstein about America's accountability crisis.
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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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