Validea
APRIL 26, 2025
Benjamin Graham, widely recognized as value investing’s founding father, established a methodical framework for identifying undervalued stocks that continues to guide investors decades later, most notably his famous student Warren Buffett. Graham’s approach centers on discovering financially stable, established companies trading below their true worth, avoiding speculative ventures with uncertain futures.
Advisor Perspectives
APRIL 26, 2025
A well-planned defensive strategy can position equity portfolios to be resilient in a very harsh market environment.
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Random Roger's Retirement Planning
APRIL 26, 2025
Quick hit Saturday. Matthew Tuttle made an interesting comment on Twitter about liking to use put options on the ARK Innovation Fund (ARKK) for hedging purposes. There is an inverse ARKK ETF that trades with symbol SARK. Can SARK play a role in volatility management in a way that is similar to ProShares Inverse S&P 500 (SH) or any of the other inverse, broad index funds?
Advisor Perspectives
APRIL 26, 2025
The yield on the 10-year note ended April 25, 2025 at 4.29%. Meanwhile, the 2-year note ended at 3.74% and the 30-year note ended at 4.74%.
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Calculated Risk
APRIL 26, 2025
The key report scheduled for this week is the April employment report. Other key reports include the advance estimate of Q1 GDP, March Personal Income and Outlays, February Case-Shiller house prices, and April vehicle sales. For manufacturing, the April Dallas Fed manufacturing survey, and the ISM index will be released. -- Monday, April 28th -- 10:00 AM: the Q1 2025 Housing Vacancies and Homeownership from the Census Bureau. 10:30 AM: Dallas Fed Survey of Manufacturing Activity for April. -- Tu
Advisor Perspectives
APRIL 26, 2025
Tax planning for high-income earners isn’t about loopholes; it’s about leveraging the strategies available to you.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
APRIL 26, 2025
Google parent Alphabet Inc. reported first-quarter revenue and profit that exceeded analysts’ expectations, buoyed by continued strength in its search advertising business.
Calculated Risk
APRIL 26, 2025
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. NAR: Existing-Home Sales Decreased to 4.02 million SAAR in March; Down 2.4% YoY New Home Sales Increase to 724,000 Annual Rate in March NMHC on Apartments: Market conditions Tightened in Q1 pre-Tariffs Lawler: Early Read on Existing Home Sales in March California Home Sales Up 4.9% YoY in March; 4th Look at Local Housing Markets This is usually published 4 to 6 times a week and provides more in-depth a
Advisor Perspectives
APRIL 26, 2025
US stocks pared earlier losses with big technology stocks driving gains and hopes for tariff deals overshadowing concerns over deteriorating consumer sentiment and mixed corporate earnings.
The Big Picture
APRIL 26, 2025
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: America Underestimates the Difficulty of Bringing Manufacturing Back : The 14 Reasons Why these Tariffs Will Not Bring Manufacturing Back.( MolsonHart ) How a Funeral Director Brought Wind Power to Rural Missouri : Every year for nearly two decades, the small city of Rock Port has been producing more electricity from wind energy
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.
Advisor Perspectives
APRIL 26, 2025
The S&P 500 posted four straight days of gains this week, its longest winning streak since January.
Advisor Perspectives
APRIL 26, 2025
Jerome Powell’s determination to ensure any jump in prices stemming from Donald Trump’s tariffs don’t spread through the economy has earned him the moniker “Mr. Too Late” from the president.
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