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.
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.
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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.
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.
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The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
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.
oXYGen Financial
MAY 4, 2025
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.
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.
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.
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.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
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