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While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile. On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management.
On Friday at 8:30 AM ET, the BLS will release the employment report for December. The consensus is for 160,000 jobs added, and for the unemployment rate to be unchanged at 4.2%. There were 227,000 jobs added in November, and the unemployment rate was at 4.2%. From Goldman Sachs: We expect a below-consensus 125k increase in payrolls (vs. +160k consensus) in December.
Today, in the Calculated Risk Real Estate Newsletter: Update: The Housing Bubble and Mortgage Debt as a Percent of GDP A brief excerpt: Two years ago, I wrote The Housing Bubble and Mortgage Debt as a Percent of GDP. Here is an update to a couple of graphs. The bottom line remains the same: There will not be cascading price declines in this cycle due to distressed sales.
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
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Oklahoma-based financial advisors John David Veitch and his son Drew are joining Raymond James employee advisor channel, designed for breakaways from wirehouses.
Oklahoma-based financial advisors John David Veitch and his son Drew are joining Raymond James employee advisor channel, designed for breakaways from wirehouses.
A reader asks: If Bill Sweet’s favorite topic is Roth IRA’s/401K’s, I’d bet his second favorite is tax gain harvesting (in a taxable account). For 2024, individuals with taxable income below $47,025 ($94,050 for married couples) pay 0% tax for long-term capital gains (LTCG). In years when you’re under the threshold you could effectively lock in tax-free long-term gains.
Cardinal Investment Advisors, an institutional consulting firm, will expand upon Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: At 8:30 AM ET, Employment Report for December. The consensus is for 160,000 jobs added, and for the unemployment rate to be unchanged at 4.2%.
The combination with Harrison Berkman Claypool & Guard and its RIA enhances Coldstreams existing tax and consulting practice and brings its total AUA to $11.1 billion.
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
Insider ownership, particularly among executives and directors, is a crucial indicator for investors as it creates a direct alignment between management and shareholder interests. When company leaders have significant skin in the game through substantial stock ownership, they’re more likely to make decisions that benefit long-term shareholder value rather than focusing solely on short-term metrics or personal benefits.
Backdoor strategies are retirement contribution methods that allow individuals to bypass income limits and contribute to tax-advantaged retirement accounts. The strategies typically involve making after-tax contributions to a traditional IRA or 401(k), then converting those funds into a Roth IRA or Roth 401(k). The approach allows investors to benefit from tax-free growth and withdrawals, even if their income exceeds the eligibility limits for direct Roth contributions.
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.
In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion about markets, the economy, and investing. We explore her unique perspective on the current market environment, including her views on the end of the “Great Moderation” era and the transition to what she calls the “Temperamental Era” – a period likely to bring more volatility in both inflation and economic growth.
MacKillop, a pioneer of flat-fee asset management, said the work of integrating First Ascent into GeoWealth is done, and he's looking for his next professional endeavor.
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.
A few months ago, the Census Bureau released its annual report on household income data for 2023. During 2023, the median (middle) average household income rose 8.0% to $80,730. Let's take a closer look at the quintile averages, which dates from 1967, along with the statistics for the top 5%.
After hitting nearly 80% of my predictions over the first five years, the past two years are calling into question whether I’m truly the ETF Nostradamus.
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.
The selloffs that keep flaring in the world’s bond markets are pushing yields toward key thresholds amid escalating worries about elevated inflation, tempestuous politics and swelling government debts.
As we approach the end of our blog series, I want to focus on a challenge that many business owners facehiring the right people. Whether… The post Hiring with Confidence: Your Roadmap to Building the Perfect Team in 2025 appeared first on Leading Advisor - Simon Reilly.
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This was released yesterday (due to National Day of Mourning). The DOL reported : In the week ending January 4, the advance figure for seasonally adjusted initial claims was 201,000, a decrease of 10,000 from the previous week's unrevised level of 211,000. The 4-week moving average was 213,000, a decrease of 10,250 from the previous week's unrevised average of 223,250. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
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.
This chart series features an overlay of four major secular bear markets: the Crash of 1929, the Oil Embargo of 1973, the Tech Bubble, and the Financial Crisis. The numbers are through the December 31, 2024 close.
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