Calculated Risk

MAY 4, 2025

Weekend: Schedule for Week of May 4, 2025 Monday: At 10:00 AM ET, the ISM Services Index for April. The consensus is for a reading of 50.6, down from 50.8. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 12 and DOW futures are down 80 (fair value). Oil prices were down over the last week with WTI futures at $58.29 per barrel and Brent at $61.29 per barrel.

Marketing 147

Marketing Marketing 147

Random Roger's Retirement Planning

MAY 4, 2025

By now you've heard that Warren Buffett plans to step down at the end of the year. We talk frequently about the stock market's ergodicity, the natural inertia to go from the lower left to the upper right despite some bumps along the way. The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

Indigo Marketing Agency

MAY 4, 2025

Custom Websites For Financial Advisors That Convert Leads Into Clients In todays digital agewith roughly 330,000 financial advisors in the United States alonefinancial advisor websites are not just nice to have; they are a necessity , acting as one of the key differentiators between ultra-successful consultants and those who struggle to achieve their growth goals.

Financial Advisor 52

Financial Advisor Clients Consulting Marketing 52

The Big Picture

MAY 4, 2025

Leading Indicator: In this episode, Barry Ritholtz, Founder of Ritholtz Wealth Management and author of How Not to Invest, breaks down why avoiding mistakes is often more powerful than chasing alpha. He explains how most investors lose money not from bad luck, but from unforced errors driven by fear, greed, and overconfidence. From the importance of humility to the underestimated power of compounding, Ritholtz shares timeless lessons on long-term wealth building.

Wealth Management 130

Wealth Management Medical Financial Planning Investments 130

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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

Clients

Million Dollar Round Table (MDRT)

MAY 4, 2025

By Bryce Sanders Well-meaning friends and clients intend to help you by referring their acquaintances to you. However, even the best intentions on their end can result in problems for you. Better, then, to set these guidelines for referrals so you end up with more clients not more headaches.

Clients 61

Clients Marketing Marketing 61

oXYGen Financial

MAY 4, 2025

![CDATA[ The question of whether TikTok will be banned in the United States remains unresolved, but the stakes are enormous for creators, small businesses, tech companies, and the broader digital economy. As we move through 2025, TikTok's future in the U.S. is on thin ice-and if you're a content creator, small business owner, or digital marketer, the financial impact could be massive.

Economy 52

Economy Marketing Marketing 52

Calculated Risk

MAY 4, 2025

Most analysts expect no change to FOMC policy at the meeting this week, keeping the target range at 4 1/4 to 4 1/2 percent. Market participants currently expect the FOMC to also be on hold at the June meeting, with the next rate cut in July, and one or two more rate cuts later in the year. From BofA: The May FOMC meeting looks like a placeholder: policy rates on hold and no change in Chair Powells tone from his recent speeches.

Banking 179

Banking Economics Marketing Marketing 179

Abnormal Returns

MAY 4, 2025

In the news A list of the winners of the inaugural StockTwits Cashtag Awards. (morningstar.com) A curated list of the best finance and investment blogs, tools, and webpages broken down by category. (snippet.finance) Top clicks this week Why bother with active management, when there's an ETF that does it cheaper (and better). (advisorperspectives.com) Why 100% US stocks doesn't make sense.

Taxes 176

Taxes Management Investing Investments 176

The Big Picture

MAY 4, 2025

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: The World’s Largest Search Engine Doesn’t Want You to Search : Why is Google abandoning its core mission? ( The Honest Broker ) Following the Sam Brownback Playbook : The former Kansas governors radical economic agenda undermined the states prosperity, decimated vital government services, tanked his popularity, and put a Democrat in power.

Government 130

Government Engineering Education Numbers 130

Abnormal Returns

MAY 4, 2025

Markets Why municipal bonds are underperforming in 2025. (morningstar.com) How much is too much U.S. stock exposure? (ft.com) Buffett Warren Buffett is stepping down as CEO of Berkshire Hathaway ($BRK.A) (cnbc.com) Who is Greg Abel, the next CEO of Berkshire Hathaway ($BRK.A)? (wsj.com) Nir Kaissar, "Buffett has also quietly bucked the mythical archetype of the all-knowing Wall Street money manager.

Media 167

Media Budgeting Economy Taxes 167

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