Wealth Management

JULY 7, 2025

Explore how the new $15 million federal estate tax exemption affects lifetime transfer planning and strategies for high-net-worth clients.

Taxes

Nerd's Eye View

JULY 4, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e., without a scheduled sunset) the lower individual tax rates enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA), increasing the estate and gift tax exemption (which was scheduled to revert to approximately $7.14 million next year) to $15 million in 2026, and raising the limit on the

Financial Planner

Calculated Risk

JULY 30, 2025

Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Although swings in net exports continue to affect the data, recent indicators suggest that growth of economic activity moderated in the first half of the year. The unemployment rate remains low, and labor market conditions remain solid. Inflation remains somewhat elevated.

Economics

Trade Brains

JULY 4, 2025

The shares of this NBFC-Microfinance Institution, is in the spotlight after reporting a strong Q1FY26 update. Following the robust performance, the company’s stock surged by 9%, reflecting positive investor sentiment. With a market capitalization of Rs. 21,250 crore, the shares of CreditAccess Grameen Ltd was trading at Rs. 1,323.30 per share, up 6.63% from its previous close of Rs. 1,241.

Portfolio

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Accounting

Abnormal Returns

JULY 2, 2025

Podcasts Peter Lazaroff talks with Barry Ritholtz about his new book "How NOT to Invest." (peterlazaroff.com) Peter Mallouk talks the science of happiness with Jonathan Clements. (creativeplanning.com) Ben Carlson talks with Scott Rick, author of "Tightwads & Spendthrifts," to explore the psychology of spending (youtube.com) Rick Ferri talks with Phil DeMuth, author of "The Tax-Smart Donor.

Retirement

The Big Picture

JULY 1, 2025

The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Investments

Nerd's Eye View

JULY 24, 2025

From the advent of personal computers and the Internet to smartphones and sophisticated financial software, the profession of financial advice has always been in continual dialogue with technology. However, the rapid rise of artificial intelligence has brought a deeper wave of disruption to the financial advice profession. As clients increasingly expect seamless, automated financial solutions – what might be thought of as ‘self-driving money’ – advisors are left to consid

Financial Planning

Calculated Risk

JULY 26, 2025

The key reports this week are the advance estimate of Q2 GDP and the July employment report. Other key reports include May Case-Shiller house prices, July ISM manufacturing index and July vehicle sales. The FOMC meets this week and no change to the Fed Funds rate is expected. -- Monday, July 28th -- 10:30 AM: Dallas Fed Survey of Manufacturing Activity for July. 10:00 AM: the Q2 2024 Housing Vacancies and Homeownership from the Census Bureau. -- Tuesday, July 29th -- 9:00 AM: S&P/Case-Shille

Manufacturing

Trade Brains

JULY 3, 2025

Major financial and data players are tackling carbon market trust issues head-on. JPMorgan Chase’s blockchain division, Kinexys, announced a partnership Wednesday. They are teaming up with S&P Global Commodity Insights. Together, they aim to test tokenised carbon credits using blockchain technology. This initiative could fundamentally reshape the voluntary carbon offset landscape.

Assets

Carson Wealth

JULY 16, 2025

Let’s be honest—investment terminology can sound like a foreign language. Asset allocation, ETFs, yield curves…What does it all mean? Here’s the good news: You don’t need an MBA to get smart about investing. This glossary of investment terms to know can be your cheat sheet for spotting red flags (and opportunities) in your portfolio, talking shop with your advisor, and making investment decisions based on understanding, not just gut feelings.

Investments

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.

Budgeting

The Big Picture

JULY 16, 2025

At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly difficult. Full transcript below. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and W

Retirement

Wealth Management

JULY 11, 2025

Ryan Nauman and Noah Wise discuss the impact of the current uncertain macroeconomic environment on fixed income investments, the advantages of active management, the importance of diversification across the yield curve and geographic regions, and the potential risks and rewards in the fixed income market.

Management

Nerd's Eye View

JULY 18, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey by Vanguard found while only 38% of investors reported considering time savings when signing up to receive financial advice , 76% of clients report saving time from working with an advisor (with a median of two hours per week, or more than 100 hours per year), suggesting that advisors can sell their value not only through the financial and emotional b

Financial Planner

Calculated Risk

JULY 9, 2025

Different views on possible rate cuts (see paragraph 2). From the Fed: Minutes of the Federal Open Market Committee, June 17–18, 2025. Excerpt: In considering the outlook for monetary policy, participants generally agreed that, with economic growth and the labor market still solid and current monetary policy moderately or modestly restrictive, the Committee was well positioned to wait for more clarity on the outlook for inflation and economic activity.

Economics

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

Accounting

Trade Brains

JULY 2, 2025

The European Central Bank (ECB) is leaping into the blockchain era. As a result, its Governing Council approved two major projects yesterday. These initiatives will use central bank money for DLT settlements. This move aims to make European payments faster and safer. Furthermore, it signals strong commitment to modern financial infrastructure. ECB Greenlights Settlement Projects The ECB seeks efficiency gains through Distributed Ledger Technology.

Banking

Abnormal Returns

JULY 7, 2025

Podcasts Michael Batnick talks with Jason Wenk, CEO of Altruist, about the changing custody landscape. (youtube.com) Jeff Bernier talks with Larry Swedroe about the the evolving role of alternative assets like private credit and reinsurance in modern portfolios. (youtube.com) Barry Ritholtz talks with Kate Moore, chief investment officer at Citi Wealth.

Certification

International College of Financial Planning

JULY 9, 2025

We are at a crucial juncture as a Market. It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. With the amount of money coming in, there is going to be a lot of importance on compliance associated with advisory. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.

CFP

Wealth Management

JULY 14, 2025

Ryan Nauman and Miguel Sosa discuss the increased popularity of private credit post-Global Financial Crisis, how interval funds match well with private credit due to liquidity needs, and why private credit is attractive to both investors and issuers

Investing

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

Management

The Big Picture

JULY 23, 2025

At The Money: Getting Paid in Company Stock (July 23, 2025) Equity-based compensation has become an increasingly popular form of compensation in the United States, especially in Tech and high-growth, VC-funded companies. Full transcript below. ~~~ About this week’s guest: Joey Fishman is a Senior Advisor at Ritholtz Wealth Management (RWM), where he assists clients with managing their stock, options, and equity compensation.

Taxes

Calculated Risk

JULY 29, 2025

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for June. This report is for private payrolls only (no government). The consensus is for 75,000 payroll jobs added in June, up from -33,000 in May. • At 8:30 AM, Gross Domestic Product, 2nd quarter (advance estimate), and annual update.

Sales

Trade Brains

JULY 13, 2025

The Piotroski Score is a financial tool that assesses a company’s financial strength on a scale of 0 to 9, with higher scores reflecting better performance. Commonly used by value investors, it helps identify financially sound investment opportunities. A lower score suggests weaker financial health and may signal higher investment risk. Financially strong stocks represent companies with solid financial fundamentals, including consistent revenue, profits, healthy cash flow, and strong market posi

Manufacturing

Nerd's Eye View

JULY 29, 2025

Welcome everyone! Welcome to the 448th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Monish Verma. Monish is the CEO of Vardhan Wealth Management, a dba of the RIA Summit Financial and based in Farmington Hills, Michigan, that oversees $560 million in assets under management for 225 client households. What's unique about Monish, though, is how his firm goes deep in evaluating portfolios and alternative investment opportunities to find potential matches for par

Clients

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Clients

Darrow Wealth Management

JULY 24, 2025

The “One Big Beautiful Bill Act” (OBBB Act), signed into law by President Trump on July 4, 2025, represents a massive overhaul of federal tax policy. The expanse and complexity of the new tax bill cannot be understated. Given the breadth and recency of the bill, tax, financial, and legal professionals will need time to assess the impact and consider various planning strategies.

Taxes

Wealth Management

JULY 21, 2025

Summit Financial acquires four new advisory teams across the US, adding $1.2 billion in managed assets and bringing its 2025 deal count to 11.

Assets

The Big Picture

JULY 17, 2025

I wanted to drop a quick note regarding some recent CPI data and tariffs. There is a fundamental misunderstanding (aka political spin) about the impact of tariffs. It won’t take very much math to put the effect of tariffs into a broader context. The United States is a ~$30 trillion economy; 70% of this annual activity is consumer spending. And, more than half of that is Services spending.

Math

Calculated Risk

JULY 14, 2025

From Matthew Graham at Mortgage News Daily: Mortgage Rates Just a Hair Higher Ahead of Important Inflation Report Today's movement in mortgage rates, in and of itself, is barely worth mentioning. The average lender remains close enough to Friday's levels but is technically just a hair higher. That fact is offset by the counterpoint that most of the past two months saw higher rates.

Manufacturing

Speaker: David Worrell, CFO, Author & Speaker

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.

Numbers

Trade Brains

JULY 16, 2025

On Wednesday, the Nifty 50 opened flat at 25,196.60 and closed slightly higher at 25,212.05, gaining 16.25 points or 0.06%. The Sensex also edged up by 63.57 points to end at 82,634.48. Despite the modest gains, investor sentiment remained cautious due to a weak start to the earnings season and mixed global cues, leading to ongoing market volatility.

Banking

Financial Symmetry

JULY 15, 2025

Tax season may feel far off, but with sweeping legislative changes just passed, proactive financial planning starts now. In this episode, we’re sharing our accessible, in-depth breakdown of the new Big Beautiful Bill, highlighting ten key tax provisions that every taxpayer should understand. 1. Individual and Joint Tax Rates Extended The tax rates most Americans have grown accustomed to since 2018 will be sticking around “permanently,” or at least as permanent as tax law ever gets!

Taxes

Harness Wealth

JULY 31, 2025

For founders anticipating a liquidity event in 2025, Qualified Small Business Stock (QSBS) planning is no longer optional—it’s essential. The potential to eliminate up to $10 million in federal capital gains tax per shareholder isn’t just a tax perk; it’s a meaningful wealth planning lever that can reshape outcomes for you and your family. But capturing the full QSBS tax benefit requires more than meeting the basic qualifications.

Taxes

Wealth Management

JULY 10, 2025

Tony Parr shares Parr McKnight Wealth Management Group's journey at Wells Fargo Private Client Group, and how it leveraged the firm’s independent channels to achieve a “frictionless” launch of its RIA.

Financial Advisor

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