Calculated Risk
MAY 26, 2025
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in April and a Look Ahead to May Sales A brief excerpt: After the National Association of Realtors (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in April.
Abnormal Returns
MAY 26, 2025
Podcasts Paul Krugman talks with Barry Ritholtz about his book "How NOT to Invest." (paulkrugman.substack.com) Jess Bost and Mark Newfield talk with Ashley Quamme about her journey to financial advice. (podcasts.apple.com) Charles Schwab Charles Schwab ($SCHW) is launching a new program aimed at helping financial advisors go independent. (thinkadvisor.com) Charles Schwab ($SCHW) is willing to step on some toes to take RIA mindshare.
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Calculated Risk
MAY 26, 2025
Altos reports that active single-family inventory was up 2.6% week-over-week. Inventory is now up 26.0% from the seasonal bottom in January and is increasing. Usually, inventory is up about 15% from the seasonal low by this week in the year. So, 2025 is seeing a larger than normal pickup in inventory. The first graph shows the seasonal pattern for active single-family inventory since 2015.
The Big Picture
MAY 26, 2025
I had a great conversation with Eric Balchunas and Joel Weber on Trillions : In investing, there are many rules. And the rules are intended to help you, dear investor, make money. But if youve been around money and especially if youve been around a lot of money managing other peoples money, say you know that people make a lot of mistakes, too. On this episode of Trillions, Eric Balchunas and Joel Weber speak with Barry Ritholtz, the co-founder, chairman and chief investment officer of Ritholt
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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
Calculated Risk
MAY 26, 2025
Memorial Day is about remembering those that in the words of Abraham Lincoln, gave the last full measure of devotion in defending our nation so that this government of the people, by the people, for the people, shall not perish from the earth. Today Im thinking of my distant relative, James Hoey (Jan 14, 1842 Aug 13, 1864) who fought for the Union during the Civil War and gave the ultimate sacrifice at the age of 22.
A Wealth of Common Sense
MAY 26, 2025
I write a lot. Sometimes people ask how I write so much. One requirement is that you need a general set of theories about how the world works. This doesn’t mean you have it all figured out but having an overarching philosophy allows you to apply it to whatever is happening in the moment. This also doesn’t make it any easier to predict the future but it helps me better understand the present and use the past to.
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A Wealth of Common Sense
MAY 26, 2025
Today’s Talk Your Book is brought to you by VanEck: See here for more information on VanEck’s Goldminer strategy On today’s show, we discuss: Gold making new all time highs The difference between investing in gold vs investing in gold miners Central banks driving prices higher Gold miner valuation Economic conditions and gold miners Listen here: Charts: Follow us on Instagram, andYouTube.
Random Roger's Retirement Planning
MAY 26, 2025
After yesterday's post about long short equity, a reader Tweeted to me about a new (to me) fund, the Militia Long/Short Equity ETF (ORR) which listed earlier this year. Part of my reply was that as a kid growing up in Boston in the 70's, I might need to buy a few shares just for the symbol. There's not a lot of color on ORR's website but it is high turnover and the approach is fundamentally driven.
Don Connelly & Associates
MAY 26, 2025
Opening a conversation with a client about a plan for long-term care can be tough. Insurance agents often ask us: Where do I begin? How do I bring up such a sensitive topic? How do I avoid common objections and misconceptions? Long-term care planning conversations seem to be laced with land mines, possibly threatening your relationship with your client.
NAIFA Advisor Today
MAY 26, 2025
In a career that has spanned nearly four decades, Mark Anderson has experienced the financial services industry from multiple anglesadvisor, mentor, advocate, and leader. His journey, which began just days after graduating from Brigham Young University with a degree in economics, has been one of steady commitment, continuous evolution, and above all, purpose.
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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
Investment Writing
MAY 26, 2025
Can you spot whats wrong in the image below? Please post your answer as a comment. Want a clue to this week’s big mistake? Read my post on “ Bloggers’ top two punctuation mistakes.” It doesn’t discuss this exact mistake, but it’ll point you in the right direction. I post these challenges to raise awareness of the importance of proofreading.
YouSet Insurance
MAY 26, 2025
Although Scotiabank tenant insurance generally aligns with what is offered by large financial institutions, are they right for you?
Nerd's Eye View
MAY 26, 2025
One of the more intriguing challenges in advisor marketing is that the qualities that attract new clients aren't always the same ones that make long-term advisor-client relationships 'stick'. In other words, while current clients may value certain advisor traits over time, new prospects – who are often still exploring their options – may prioritize something entirely different.
YouSet Insurance
MAY 26, 2025
Surprised to find out that Allstate home insurance is available in Canada? Before you buy, though, consider the unique pros and cons first.
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.
Norman Marks
MAY 26, 2025
Do all these acronyms make you want to run and hide? Do they help anybody understand and then implement effective processes and practices for managing risk? Does it make sense for a risk officer to call themselves a GRC person? How about an audit, compliance, InfoSec/cyber, or risk practitioner? Are they all GRC practitioners?
The Big Picture
MAY 26, 2025
My three-day weekend, Thank you for your service , reads: Long Drives and Short Homilies: How Father Bob Became Pope Leo : A rsum of deep religious education, frontline pastoral experience, parish management and Vatican governance along with a nudge from Pope Francis put Robert Prevost on the fast track.( New York Times ) Why equity markets bounce back…almost every time : We talk about why the stock markets might just be the most powerful force in the economy and whether that holds tru
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