Calculated Risk
FEBRUARY 7, 2025
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in January A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to January 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in January.
The Big Picture
FEBRUARY 7, 2025
This week, I speak with Sahil Bloom, founder and managing partner of SRB Ventures , a Venture Capital focused on accelerating compelling startups. Sahil spent seven years in high finance, serving as Vice President of a private equity fund with $3.5 billion in assets under management. He holds multiple degrees from Stanford University, where he also played Division 1 baseball.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Calculated Risk
FEBRUARY 7, 2025
The headline jobs number in the January employment report was below expectations, however, November and December payrolls were revised up by 100,000 combined. The participation rate and the employment population ratio increased, and the unemployment rate decreased to 4.0%. Earlier: January Employment Report: 143 thousand Jobs, 4.0% Unemployment Rate Prime (25 to 54 Years Old) Participation Since the overall participation rate is impacted by both cyclical (recession) and demographic (aging popula
The Big Picture
FEBRUARY 7, 2025
My end-of-week morning train WFH reads: 20 IRA Mistakes to Avoid : From contributions to conversions to distributions, dont fall into these traps. ( Morningstar ) Lets Talk About Tariffs : So. Tariff Man is back and apparently more serious than ever. At least for now. Lets talk about the good, the bad and the ugly. I hope this doesnt sound political, but thats probably unavoidable.
Advertisement
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
Calculated Risk
FEBRUARY 7, 2025
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Revisions Almost Eliminate Household/Establishment Survey Employment Growth Gap A brief excerpt: From housing economist Tom Lawler: Revisions Almost Eliminate Household/Establishment Survey Employment Growth Gap Over the last few years there has been a sizable gap between trend growth in the Household Survey estimate of employment and the Establishment Survey estimate of employment, with the Household Survey showing significantly slow
A Wealth of Common Sense
FEBRUARY 7, 2025
Every year I update long-term return numbers for all of my various spreadsheets for charts, graphs, tables and such.1 From 1928-2024, the S&P 500 was up 9.94% on an annual basis. That’s pretty good. The last couple of years have seen strong returns (+26% and +25%, respectively) so I noticed the long-run number was ticking up. After the bloodbath in 2022, the long-term annual return was 9.6%.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 7, 2025
Empower Personal Wealth, which staffs about 1,000 advisors, reported 29% asset growth in 2024.
Alpha Architect
FEBRUARY 7, 2025
While the media headlines are preaching doom, the fundamentals are telling a very different storycredit spreads have widened, and EBITDA multiples are the lowest they have been in a decade. The bottom line is that for investors able to accept its limited liquidity, private, senior, secured and sponsored by private equity direct lending continues to be a compelling component of a diversified portfolio deliver what has always attracted investors: high current income, resilience through market cycl
Wealth Management
FEBRUARY 7, 2025
Focal's John Connell explores the transformative power of agentic AI in the financial advisory space.
Calculated Risk
FEBRUARY 7, 2025
From Manheim Consulting today: Wholesale Used-Vehicle Prices Increased in January Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) moved 0.4% higher in January compared to December, causing the Manheim Used Vehicle Value Index (MUVVI) to increase to 205.6, a gain of 0.8% from a year ago. The seasonal adjustment to the index muted the movement for the month, as non-seasonally adjusted values rose faster than seasonally adjusted values.
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.
Wealth Management
FEBRUARY 7, 2025
CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.
Validea
FEBRUARY 7, 2025
The G-Score is a financial analysis framework created by Professor Partha Mohanram in 2005 to evaluate growth stocks, complementing the F-Score system that Joseph Piotroski developed for value stocks. It examines eight key indicators of a company’s financial health, with special attention to metrics that matter most for growth companies. The system looks at how consistently a company invests in its future through R&D, capital investments, and advertising.
Wealth Management
FEBRUARY 7, 2025
More choice in remotely managing heldaway retirement assets, Orion announces numerous updates at annual conference, Smarsh acquires audio compliance vendor.
Carson Wealth
FEBRUARY 7, 2025
Tariffs are back in the spotlight! In this episode of Carsons Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group break down the latest tariff announcements and their impact on global markets. We discuss: The new tariffs on Mexico, Canada, and China How markets reacted to the news What this means for inflation and the Federal Reserve The broader economic outlook for 2025 Despite uncertainty, the strong economy and bullish
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.
Wealth Management
FEBRUARY 7, 2025
The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.
Advisor Perspectives
FEBRUARY 7, 2025
Consumer sentiment declined for the second consecutive month, reaching its lowest level since July, according to the preliminary February report for the Michigan Consumer Sentiment Index. The index fell by 3.3 points (-4.6%), dropping to 67.8 from January's final reading of 71.1, and is down 11.8% from a year ago. The latest reading also came in below the forecasted 71.9.
Wealth Management
FEBRUARY 7, 2025
Our often grumpy technology columnist worries for advisors when it comes to large client inheritances, and other things.
Advisor Perspectives
FEBRUARY 7, 2025
Some of America’s leading financial firms are hoping to sell the White House on what sounds like a compelling idea: Open employer-sponsored retirement plans to the private investments they manage, so regular folks can reap returns currently reserved for the wealthy.
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.
Wealth Management
FEBRUARY 7, 2025
Orion shared the results of its third annual Advisor Wealthtech Survey and an inaugural survey of 1,000 investors during its Ascent conference.
Advisor Perspectives
FEBRUARY 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 January, total nonfarm payrolls increased by 143,000, while the unemployment rate ticked down to 4.0%.
Wealth Management
FEBRUARY 7, 2025
The deal to add Connecticut-based Eagle Ridge Investment Management boosts Carnegies employee headcount by more than 25%.
Advisor Perspectives
FEBRUARY 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.
Advertisement
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.
Wealth Management
FEBRUARY 7, 2025
Empower Personal Wealth, which staffs about 1,000 advisors, reported 29% asset growth in 2024.
Advisor Perspectives
FEBRUARY 7, 2025
The latest employment report showed that 143,000 jobs were added in January, falling short of the expected 169,000. Meanwhile, the unemployment rate edged down to 4.0%.
Wealth Management
FEBRUARY 7, 2025
The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.
Advisor Perspectives
FEBRUARY 7, 2025
The yield on the 10-year note ended February 7, 2025 at 4.49%. Meanwhile, the 2-year note ended at 4.29% and the 30-year note ended at 4.69%.
Advertisement
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?
Wealth Management
FEBRUARY 7, 2025
CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.
Advisor Perspectives
FEBRUARY 7, 2025
Investors are hungry for a piece of the US data centers powering the artificial intelligence boom, and a handful of initial public offerings expected in 2025 would feed that appetite.
Wealth Management
FEBRUARY 7, 2025
The Florida-based Payant Wealth Management Group, which used an Osaic broker/dealer for brokerage business, has come under the firms corporate RIA.
Advisor Perspectives
FEBRUARY 7, 2025
US job growth moderated in January while annual revisions from the government also revealed less vigor in the labor market last year than previously thought.
Advertisement
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Expert insights. Personalized for you.
261 
Let's personalize your content