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“Rule of 20” (which says S&P 500 is fairly valued when P/E and CPI y/y add to 20) metric suggests market has gotten quite expensive over past year

The S&P 500 has returned an average of 10% per year since 1928 and has done so despite an average intra-year drawdown of 16%, and often drawdowns that are much worse. The lesson? Volatility doesn’t equal a permanent financial loss unless you sell.

Number of multifamily units under construction continues to fall … year/year decline of this magnitude (orange) last seen in 1970s

Organic growth to take center stage at T3 conference financial-planning.com/news/organic-g…

Congrats!

Contemplating my opening remarks at T3 the week #T32025

📢 We're excited to participate in the T3 Technology Tools conference in Dallas, TX! ☺️ Stop by booth 610 to discuss our new Premium Client Portal with our team. We can't wait to meet you there! #T32025 #wealthmanagement

Full house for Zeplyn AI session today #T32025

Advisory firms must embrace JOMO—the Joy of Missing Out—to thrive in our fast-changing industry. Join AdvisorEngine today at #T32025 to learn how! 📍 9:25am | Landmark Ballroom A/B

Not only did Kartik Srinivasan kick off our main stage today, he also kicked off the #SocialCam for #T32025. Catch him MC-ing for the rest of the day and speaking on the Advyzon panel tomorrow.

During the Opening Session at T3 Technology Tools, our CEO, Haik Sahakyan 🇦🇲 🇺🇸 shared insights on how #AI is making financial data more accessible, actionable, and integrated. 📊🚀 #T32025 #wealthmanagement #wealthtech

🚨 Happening Now! 🚨Live at #T32025 A magical convo Kate Healy Steve Quirk @Robinhood Robb Baldwin TradePMR diving into long term plans to support FAs and to be helpful and useful T3 Technology Tools Joel Bruckenstein

She’s an amazing interviewer @Kate_Healy and a powerful force for #nextgen #T32025 happening in 2 minutes ⏱️ she’ll be on the main stage with Robinhood TradePMR T3 Technology Tools

Double hat trick! Congrats to Kartik Srinivasan, President of @Advyzon Institutional, as he takes the stage as emcee at #T32025 T3 Technology Tools! And yes, that’s Joel Bruckenstein in the house 🤠 next up!

The T3 audience getting schooled on AI by our friends at Microsoft #T32025

Bob Curtis is back to financial planning • Future Capital and Pontera score $15-billion AUM • Advisor360 is out to conquer Salesforce and Needham • Batnick repurposes Ritholtz charts into standalone venture for RIAs riabiz.com/a/2025/3/19/bo…

This looks like a good strategic fit for both parties: Flourish buys lending platform Sora Finance in first deal citywire.com/ria/news/flour…

Introducing Robinhood Strategies, Robinhood Banking, and Robinhood Cortex newsroom.aboutrobinhood.com/introducing-st…

NYTimes nytimes.com/2025/03/28/hea…

Ian McKenna: What clients want is changing, and advisers need to keep up