Trade Brains

JULY 14, 2025

Mumbai, July 14, 2025: DSP Asset Managers (DSP AM) has joined hands with Cybrilla to become one of the first mutual fund companies to go live on the Open Network for Digital Commerce (ONDC). About DSP Asset Managers DSP Asset Managers has an over 25-year track record of investment excellence.

Assets

The Big Picture

MARCH 21, 2025

Prior to founding O’Shaughnessy Ventures, Jim was the Founder and Chair of OSAM (O’Shaughnessy Asset Management) which was acquired by Franklin Templeton in 2021. This week, I speak with Jim O’Shaughnessy, Founder and CEO of O’Shaughnessy Ventures.

Government

Wealth Management

JULY 18, 2025

The second side came in 2021, when he jumped to an RIA that looked more promising: the owner wanted to sell to a junior advisor in a few years. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B You don’t have to be a billion-dollar firm to compete with a billion-dollar firm,” he said.

Estate Planning

Wealth Management

JUNE 10, 2025

LifeBridge was started in 2016 and later grew when Jim Morrison joined Rudelson to create a combined firm with Bluespring in 2021 with offices in Houston and Waco. SilverStar was started by Hudson in 1994 and became a Kestra affiliate in 2019, according to BrokerCheck. Bluespring made a similar move in March 2024 to merge two firms into a $1.4

Wealth Management

WiserAdvisor

JUNE 13, 2025

Below are some of the mistakes you should avoid making to secure your wealth: Mistake #1: Not diversifying your investments Investing too much of your money into one sector, one type of asset, or one region can expose your wealth to unnecessary risk. A good estate plan ensures your assets go where you want them to. The good news?

Estate Planning

Harness Wealth

APRIL 4, 2025

The BOI filing requirement still applies to foreign companies registered to do business in the United States under the interim final rule from the Financial Crimes Enforcement Network (FinCEN), which administers the CTA, the anti-money laundering law that Congress passed in 2021. billion in assets tied to criminal activity, and obtain $1.4

Taxes

Random Roger's Retirement Planning

JUNE 2, 2025

The Invenomic Fund (BIVIX) that we've looked at a few times is seriously skewed by two phenomenal years in 2021 and 2022 when it was up 61% and then 50%. I asked three different AIs why it did so well in 2021. Risk parity generally leverages up on bonds to even out the risk allocation of a multi asset portfolio.

Portfolio

International College of Financial Planning

JUNE 17, 2025

Let’s say the price of one UDR, with Apple as the underlying asset, at NSE IFSC is $7.95. Between FY 2021–22 and FY 2023–24, LRS-based outward investments in equities and bonds doubled—indicating rising investor interest in international diversification. Strategic Recommendations Broaden Asset Classes: Expand beyond U.S.

Compliance

Trade Brains

JULY 17, 2025

This classic financial hub remains a premier digital asset sanctuary. The updated Virtual Asset Act, operational since April 2025, provides crystal-clear licensing. Remember its groundbreaking 2021 legal tender move? Thanks to its Digital Assets law, enjoy zero capital gains or income tax on Bitcoin. ” definitively.

Taxes

Discipline Funds

APRIL 30, 2025

So, when the Dollar ripped 28% in 2021 and 2022 I figured it might be beneficial to hedge that exposure since I consume everything in Dollars. It’s always a satellite asset that insures you over a specific time period. I like to think of gold as fiat currency insurance, the same way I view something like Bitcoin.

Insurance

Meb Faber Research

JULY 20, 2025

Linkedin RSS Twitter Youtube Home About Books Data Resources Managed Assets White Papers Speaking Podcasts Contact Search Header style 1 --> Linkedin RSS Twitter Youtube Sign in Welcome! Log into your account your username your password Forgot your password? rara) Deploy mode: deploy uid: 687dca94d918f -->

Economy

Indigo Marketing Agency

JANUARY 28, 2025

By Q1 2021, he had gathered more assets under management (AUM) than in any other year of his career. His practice saw clear growth in just over a year. By the fourth quarter of 2020, Jim noticed a big uptick in referralsboth from existing clients and from new leads brought into his marketing campaign.

Financial Advisor

Carson Wealth

JUNE 9, 2025

The good news is we do anticipate the US may play catch up the rest of 2025, but big picture, this is a global bull market and investors are being rewarded for being in risk assets. The fasted 1,000 point milestone to milestone interval ever was only five days from 32,000 to 33,000 in March 2021. Any bets on when it breaks 100k?

Economics

Wealth Management

JULY 22, 2025

He started at Wells Fargo in 1994, then worked at SunTrust and BB&T Wealth before joining Truist in 2021. Related: Rise Growth-Backed Bleakley Rebrands to OnePoint BFG Wealth Partners Wood had previously advised on client assets of about $502 million and said communication and planned moves for those clients were going well so far.

Estate Planning

Investment Writing

JUNE 18, 2025

Market or asset class reviews or forecasts and returns summaries are ultimately meaningless if the manager doesn’t understand the drivers of his return. Note: This post originally appeared in 2021 and was edited on June 1, 2014, and June 18, 2024.

Investments

Random Roger's Retirement Planning

MARCH 20, 2025

The odds are pretty good that plain vanilla 60/40 will still get the job done over longer periods but I would caution that the ride has been much bumpier since late 2021 and will stay that way for a while. There other reasons cited that you can see in the report. Adaptability is a great word for portfolio construction and ongoing management.

Investing

Trade Brains

JUNE 24, 2025

This pool is then managed by a professional, known as a fund manager, who invests it across different financial assets—primarily stocks, but sometimes also in bonds or cash instruments. From 2021 to 2024, small-cap and mid-cap stocks soared, leaving many large-cap names in the dust.

Portfolio

Random Roger's Retirement Planning

MARCH 12, 2025

AQR Multi-Asset (AQRIX) used to be called Risk Parity and it also does some quadranty stuff. It's growth rate since inception is 3.58% going back to September, 2018 but a lot of that comes from a 15% lift in 2021 (numbers per testfol.io). PRPFX is the inspiration for all of these so of course we're including that one.

Portfolio

The Big Picture

JULY 28, 2025

She directly manages $215 billion in assets. Tell us what that transition was like, going from a long short hedge fund to a long only asset manager. We want more liquidity because we’re not getting rid of all of all of our assets over here. The risky assets, which should sell off if people truly expected a recession.

Economy

The Big Picture

JANUARY 3, 2025

Prior to joining Raymond James, Sunaina founded Cebile Capital , which was acquired by Raymond James in 2021. Be sure to check out our Masters in Business next week with Brian Hurst founder and CIO of ClearAlpha , a multi strategy hedge fund managing $1 billion in client assets.

Portfolio Management

SEI

JULY 15, 2025

Asset management Connecting investors to what matters most, so they can achieve their goals and make confident decisions. Real estate exposure : While QOFs can include businesses, both are commonly used to reinvest into real estate—an asset class with low correlation to public markets. Key similarities. Key differences.

Investments

Validea

MARCH 13, 2025

Strong Liquidity (Current Ratio 2) A companys current assets must be at least twice its current liabilities, ensuring financial stability. Low Debt Levels (Long-Term Debt Net Current Assets) Limiting debt helps safeguard a companys financial health, especially during economic downturns.

Valuation

Validea

JUNE 2, 2025

At Validea, we’ve built our version of the All Weather Portfolio based on the core principles of asset class diversification that underpin Dalio’s original concept. All Weather Portfolio: Asset Class Behavior Across Economic Regimes Asset Class Performs Well In Why It’s Included U.S. 2008 -0.4% -21.0%

Portfolio

Random Roger's Retirement Planning

DECEMBER 22, 2024

GAA stands for Global Asset Allocation and it has been lagging for 15 years. They both look pretty good but if we stop the backtest at yearend 2021, they both lag VBAIX by 350 basis points annually. Here's a great chart to illustrate the point. GAA consistently had smaller drawdowns. We'll keep BTAL about the same.

Portfolio

Random Roger's Retirement Planning

DECEMBER 26, 2024

With this sort of multi-asset/strategy fund it would make sense that a prospective investor would expect that it will be a proxy for the underlying, gold in this case, to at least some extent. It produced a yield of 6-7% in a 4-5% world with only 5% exposed to risk assets. Dividends are not reinvested. The 95/5 blend is intriguing.

Taxes

Trade Brains

JULY 10, 2025

Bots ravaged his Pegaxy NFT horse-racing game during its 2021 peak. . “Disastrous,” Wilton described the wire management. This wasn’t just any operation. It specifically undermined his own project years earlier. Pegaxy boasted 500,000 daily users then. Suddenly, reports flooded in about bot farms.

Distribution

Trade Brains

JUNE 25, 2025

This signals deepening ties between digital assets and traditional finance. “The SEC advises all investors using these platforms to take necessary action regarding their assets before the shutdown date,” the agency warned. However, COIN remains down 19% since its 2021 Nasdaq debut. market relaunch just months ago.

Finance Expertise

Carson Wealth

JUNE 30, 2025

Here’s a comparison of monthly mortgage payments at different times, assuming 20% down, prevailing mortgage rate, and median home price: Jan 2021: $990 Jun 2022: $1,880 Jun 2024: $2,250 May 2025: $2,210 Affordability has hardly improved over the last two years. Real estate assets are now at 215% of disposable income.

Marketing

Yardley Wealth Management

JUNE 25, 2025

Withdrawing money from your accumulated assets is often more complex than it appears. When you sell investments from these accounts, you may be required to pay capital gains tax on any profits, depending on how long you’ve held the assets and your overall tax situation.

Retirement

Random Roger's Retirement Planning

JANUARY 22, 2025

The starting point today is the that Rational ReSolve Adaptive Asset Allocation Fund (RDMIX) has gone through a strategy change, renaming as the ReturnStacked Balanced Allocation & Systematic Macro Fund and keeping the same symbol. " For every $1 invested, RDMIX aims to provide $1 of exposure to a U.S.

Asset Allocation

Carson Wealth

FEBRUARY 3, 2025

DeepSeek was founded by a quantitative trading firm in China, one of China’s largest (they had $15 billion of assets in 2015, but this dropped to $8 billion by 2021). They also pulled together the smartest young Ph.D.s across China’s top universities.

Marketing

Carson Wealth

MARCH 7, 2025

This is what happened in 2018 2019, but during the recent bout of high inflation (in 2021 2022), companies passed down costs and margins even expanded. to 16 million vehicles (seasonally adjusted annualized rate), higher than at any point between June 2021 and September 2024. We expect a rebound in February and March.

Economy

Trade Brains

JULY 11, 2025

Then, 2021’s frenzy pushed Bitcoin past Rs. 2021–Present: Trading thrives legally but unregulated. This was followed by panic selling, which crashed it to Rs. lakh in 2018. However, resilience defined its next phase. COVID-19 sparked a 2020 rebound. Prices hit Rs. lakh as institutions joined. Tesla’s $1.5 Prices tumbled to Rs.

Investments

Random Roger's Retirement Planning

OCTOBER 28, 2024

The two partner on the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). Portfolio 1 lagged in most years but stayed close and then moved ahead when managed futures did well in 2021 and 2022. Parker also partners with Cambria on the Cambria Chesapeake Pure Trend ETF (MFUT). Staying at least sort of close is important.

Risk Management

Carson Wealth

JULY 11, 2025

2020 Q1–2021 Q2: Profit growth was given a huge boost by massive fiscal deficits during the post-Covid era, adding to profit drivers like increased household spending and investment. trillion American Rescue Plan of 2021 ~ $1.9 assets with those dollars, including Treasuries (which have typically been the U.S.

Taxes

Trade Brains

JULY 10, 2025

After commencing the business as an investment banking firm, the Company, through its subsidiaries, has diversified its businesses to retail, and corporate credit, mutual fund, alternative asset management, asset reconstruction, life insurance and general insurance businesses. million customers.

Financial Services

Trade Brains

JUNE 17, 2025

Overview of Arisinfra Solutions ArisInfra Solutions Limited was founded in 2021 and is a modern platform that makes it easy for construction and infrastructure companies to buy materials and manage finances. From April 2021 to March 2024, ArisInfra delivered 10.35 Asset-light business model reduces capital burden and increases margins.

B2B