Sat.Jun 14, 2025 - Fri.Jun 20, 2025

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5 Components of Financial Literacy

Zoe Financial

5 Components of Financial Literacy Published: February 20th, 2025 Reading Time: 4 minutes Written by: The Zoe Team If you’re a high earner looking to grow your wealth, having a solid understanding of financial concepts can help you manage and protect your money effectively. Financial literacy isn’t just about knowing technical jargon—it’s about applying principles that support informed financial decision-making.

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FOMC Preview: No Change to Fed Funds Rate

Calculated Risk

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 July meeting, with the next rate cut in September, and a second rate cut in December. From BofA: The Fed has made it clear that the policy rate will remain unchanged at its June meeting.

Banking 286
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Alternative Investment Strategies for RIAs and Their Clients

Wealth Management

Zach Ivey, Savant Wealth Management's CIO, discusses evolving investment landscapes, alternative allocations and educating advisors on private market liquidity at Wealth Management EDGE.

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Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

How advisory firms charge for financial advice has long been a central question in the profession. While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

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Live Demo - Supercharge your Month End Close

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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Adviser links: bad timing

Abnormal Returns

Podcasts Michael Batnick talks with Tim White and Danny Lohrfink of Wealth.com about trends estate planning. (youtube.com) Michael Kitces talks compliance with Leila Shaver, founder of My RIA Lawyer. (kitces.com) Josh Brown and Nick Sapienza break down a real-life case study of couple with $3 million in assets and a desire to retire. (youtube.com) Larry Kotlikoff talks trusts with Alan Gassman (larrykotlikoff.substack.com) Jonathan Treussard talks with Dave Nadig about navigating an increasingly

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FOMC Projections: GDP Revised Down, Inflation Revised Up

Calculated Risk

Statement here. Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Here are the projections. The projections are pretty bearish. The BEA's advance estimate for Q1 GDP showed real growth at -0.2% annualized. There is a wide range of estimates for Q2 GDP, but it is forecast to be over 3.0% (as Q1 distortions reverse).

Banking 205

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The Liability Risk Of Giving Inadvertent Tax Advice (And How To Avoid It)

Nerd's Eye View

In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime.

Taxes 146
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Personal finance links: money issues

Abnormal Returns

Podcasts Chris Hutchins talks with Nick Maggiulli about his forthcoming book "The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life." (chrishutchins.com) Jill Schlesinger talks with Barry Ritholtz about his new book "How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them." (ritholtz.com) Peter Lazaroff talks with Bob Pisani about lessons learned from his long career at CNBC.

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Wednesday: Housing Starts, Unemployment Claims, FOMC Statement

Calculated Risk

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 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for initial claims of 250 thousand, up from 248 thousand last week. • Also at 8:30 AM ET, Housing Starts for May.

Economics 165
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11 Investment Must Reads for This Week (June 17, 2025)

Wealth Management

Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch them, Ignites reports. These are among the investment must-reads we found this week for financial advisors.

Investing 245
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Your Accounting Expertise Will Only Get You So Far: What Really Matters

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.

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Jill on Money: How Not To Invest

The Big Picture

Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them. The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money.

Investing 147
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Friday links: exploited by ads

Abnormal Returns

Markets Corporate bond spreads have come back down from their April peak. (mrzepczynski.blogspot.com) Silver prices are rising along with gold. (wsj.com) Strategy Good decade or bad for the stock market? Changes in valuation matter a lot. (awealthofcommonsense.com) What the consensus 60/40 portfolio looks like. (morningstar.com) Stablecoins Stablecoins are no longer niche.

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Newsletter: Housing Starts Decreased to 1.256 million Annual Rate in May

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Decreased to 1.256 million Annual Rate in May A brief excerpt: Total housing starts in May were below expectations; however, starts in March and April were revised up, combined. The third graph shows the month-to-month comparison for total starts between 2024 (blue) and 2025 (red).

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Former LPL Exec Comes Out of Retirement to Lead $8.8B Hybrid RIA

Wealth Management

Andy Kalbaugh will lead The Wealth Consulting Group into its next phase of growth, which will include a new partners channel to help advisors with succession issues.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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.

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#FASuccess Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You’re Passionate About, With David Bahnsen

Nerd's Eye View

Welcome everyone! Welcome to the 442nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Bahnsen. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5 billion in assets under management for 1,800 client households. What's unique about David, though, is how his firm has been able to attract $100 million in new client assets per month thanks in large part to his content creation and public comme

Clients 130
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Top clicks this week on Abnormal Returns

Abnormal Returns

Also on the site Everyone in life (and investing) is running their own race. (abnormalreturns.com) Top clicks this week This company is splashing out $400k on two vehicles for its CEO. (linkedin.com) How NAV squeezing works. (wsj.com) Americans have the risk bug. (awealthofcommonsense.com) Who exactly are you listening to and why? (ritholtz.com) Private equity operates differently in mainstream America.

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FOMC Statement: No Change to Fed Funds Rate

Calculated Risk

Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Although swings in net exports have affected the data, recent indicators suggest that economic activity has continued to expand at a solid pace. The unemployment rate remains low, and labor market conditions remain solid. Inflation remains somewhat elevated.

Economics 147
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Why Advisors Can’t Ignore the Private Markets Revolution

Wealth Management

Explore three mega-trends in private market investing, including big partnerships, semi-liquid structures and retirement plan integration.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

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10 Friday AM Reads

The Big Picture

My end-of-week morning train beach reads: • Howard Marks on Tariffs: Repealing the Laws of Economics : Tariffs are, primarily, an effort to cause goods to be made domestically even when equivalent foreign goods are cheaper or better (or both). Governments can make that happen by erecting barriers that keep foreign goods out or make them more expensive.

Economics 130
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Wednesday links: the best use of talent

Abnormal Returns

Markets The stock market doesn't care about you. (tonyisola.com) How long do dollar moves last? (larryswedroe.substack.com) Real estate REITs have struggled to keep up with the stock market. (morningstar.com) The supply of office space is set to actually contract in 2025. (wsj.com) Gold Why are central banks upping their holdings of gold? (mrzepczynski.blogspot.com) Individual Chinese investors love gold.

Valuation 167
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Update: The Art of the Soft Landing

Calculated Risk

A year ago I wrote: The Art of the Soft Landing A few excerpts and an updated graph. The "Art of the Soft Landing" requires that the Fed reduce rates quick enough to keep economic growth positive, and slow enough not to reignite inflation. My view is a soft landing is achieved if growth stays positive, inflation returns to target, and the yield curve flattens or reverts to normal (long yields higher than short yields).

Economics 147
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Morgan Stanley Is Seeking to Capture More Private-Market Wealth

Wealth Management

Morgan Stanley will label a couple hundred of its 15,000 financial advisers with a “founders specialist designation,” which will allow them to offer products and services tailored to the specific needs of clients whose wealth is concentrated in a private company.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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3 Stocks in which FIIs increased their stake by up to 8.81% to add to your watchlist

Trade Brains

Foreign Institutional Investors (FIIs) are significant players in global financial markets,comprising various entities such as mutual funds, pension funds, and hedge funds, among others. They invest substantial capital across international borders, influencing the market dynamics, liquidity, and investment trends, thus playing a crucial role in shaping global Investment landscapes and economic development.

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Tuesday links: building capacity

Abnormal Returns

Strategy You can't eliminate the noise, but you can manage around it. (ritholtz.com) Should you exclude Chinese stocks from your international allocation? (morningstar.com) History only tells us so much about investment returns. (whitecoatinvestor.com) Companies Advertising is a big (and growing) business for the delivery companies. (platformaeronaut.com) OpenAI and Microsoft ($MSFT) are beefing.

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Schedule for Week of June 15, 2025

Calculated Risk

The key reports this week are May Retail Sales and Housing Starts. For manufacturing, Industrial Production, and the NY and Philly Fed manufacturing surveys, will be released this week. The FOMC meets on Tuesday and Wednesday, and rates are expected to be unchanged. -- Monday, June 16th -- 8:30 AM: The New York Fed Empire State manufacturing survey for June.

Retail 179
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How REITs Have Weathered Tariff Uncertainty

Wealth Management

As with other assets, increased market volatility whipsawed the public REIT market. However, bolstered by strong fundamentals and performance, REITs are maintaining their guidance.

Assets 234
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Protect What Matters: Rethinking Finance Ops In A Digital World

Speaker: Cheryl J. Muldrew-McMurtry

Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.

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20 Things You May Not Know About Markets (or That Might Surprise You). #1 – Normal Stock Market Returns are Extreme

Meb Faber Research

We’re starting a new series here that will eventually be a short paper, but thought we’d drip these articles out every week over the course of the summer… enjoy! #1 – Normal stock market returns are extreme Most investors understand that stocks return about 10% per year over time. However, many investors may not appreciate the […] The post 20 Things You May Not Know About Markets (or That Might Surprise You). #1 – Normal Stock Market Returns are Extreme appear

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Goldman Sachs Backed Infra Stock with ₹25,000 Cr Orderbook Target by FY26 to add to your watchlist

Trade Brains

A Goldman Sachs-backed infrastructure stock has come into sharp focus as it sets an ambitious target of securing order inflows worth Rs.20,000–Rs.25,000 crores in FY26. This bold projection signals strong business momentum and renewed investor interest, positioning the company as a key player in India’s rapidly evolving infrastructure landscape. During Friday’s trading session, shares of Afcons Infrastructure Ltd were closed at Rs. 441 apiece, down 1.28 percent from its previous closing price of

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MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey

Calculated Risk

From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 2.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 13, 2025. The Market Composite Index, a measure of mortgage loan application volume, decreased 2.6 percent on a seasonally adjusted basis from one week earlier.

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401(k) Real Talk Episode 156: June 18, 2025

Wealth Management

Open, honest and candid discussion about private credit investing, EFE's new president, a new conflicts of interest settlement and how advisors can build trust with plan sponsors.

Planning 206
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What Your Financial Statements Are Telling You—And How to Listen!

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.