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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

And so, in the spirit of sharing, a few years ago I launched my list of "Recommended (Book) Reading for Financial Advisors", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year.

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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

The hiring rate, which is the number of hires as a percent of the labor force, has fallen to 3.3%, the slowest pace since 2013 (outside of the Covid months). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 7521978.1._011325_C

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Top Mutual Funds That Beat Nifty & Sensex Over the Last 10 Years; Are They in Your Portfolio?

Trade Brains

Top Holdings: Reliance Industries (9.85%), TREPS (6.47%), Jio Financial Services (5.69%) Sectors: Energy (14.42%), Healthcare (13.16%), Materials (7.63%) 3) Motilal Oswal Midcap Fund : This fund is the only mid-cap fund on this list, and it deserves its spot. Started: November 2013 AUM: Rs 27,000 crore 10-Year CAGR: 19.8%

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Market Commentary: Stocks Hit New Highs Amid a Year of Milestones

Carson Wealth

Thats the lowest pace since early 2013 (outside of the Covid months). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Keep in mind that the labor force is also larger. Again, its the trend thats a concern here.

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Market Commentary: Seven Important Things to Remember In 2025

Carson Wealth

Im old enough to remember back in 2013 when everyone freaked out because the island of Cypress was having financial issues. Then you look back and the S&P 500 gained over 30% in 2013 and you wonder what in the world we were thinking! Im serious, it was a very big deal for about a week and had many investors on edge.

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

00:17:53 [Speaker Changed] So what was, you know, we stood up a firm in 2013, I’m curious, and that experience was kind of surprising. But if you want to go into the financial services industry in any format, you have to be, you have to enter that with an immense amount of flexibility. Some of that you have to do.

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Market Commentary: Markets Rally After Fed Meeting in Another Volatile Week

Carson Wealth

At the same time, hiring is clearly weak, with the hire rate running close to 2013 levelsby no means terrible, but much lower than it was in 2018-2019 or even 2022-2024. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.