Wealth Management

JULY 17, 2025

Innovative CPA Group, which has been doing accounting and tax work since 2017, this month launched Innovative Asset Advisors Group, an RIA focused on investment management, financial administration, tax planning and preparation, and estate and trust strategies. For me, this is a culmination of 35 years of experience,” Minopoli said.

Wealth Management 182

Wealth Management Clients Management Estate Planning 182

Calculated Risk

NOVEMBER 26, 2024

Luke, CFA, Head of Commodities, Real & Digital Assets. The Big Apple has taken the top spot for five consecutive months, pushing the region ahead of all others since August 2023. National Index posted a month-over-month increase of 0.3%, while the 20-City and 10-City Composite reported monthly rises of 0.2% and 0.1%, respectively.

Assets 162

Assets 162

Wealth Management

JULY 3, 2025

Focus went public in 2018, and then private again in 2023 , when it sold to Clayton, Dubilier and Rice, and Stone Point Capital.) manages about $300 million in client assets. Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets.

Wealth Management 151

Wealth Management Recruitment Estate Planning Financial Advisor 151

Calculated Risk

MARCH 11, 2025

Most of these gains in Treasury and Agency MBS assets were funded with increases in very short duration interest-bearing Federal Reserve liabilities, mainly deposits of depository institutions (reserves) and Reverse Repos. After all, Treasury notes close to maturity are by their nature short maturity assets!)

Assets 165

Assets Portfolio Accounting Marketing 165

Wealth Management

JULY 2, 2025

As of year-end 2023, Gen X made up a quarter of U.S. In comparison, only 9% of advisors’ clients in 2023 were millennials or Gen Z members. They also make up the second biggest client base for financial advisors after baby boomers. advisors’ clients, up from 20% in 2021, according to a survey Cerulli conducted in 2024.

Financial Advisor 227

Financial Advisor Estate Planning Wealth Management Financial Planning 227

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 189

Financial Planner CFP Certification Retirement Planning 189

Wealth Management

JULY 18, 2025

In 2023, he launched his own firm, Park Hill Financial Planning and Investment Management. “I Advisor Brennan said that, when he considered the strong client demand for wealth management in Colorado, he didn’t see a need to be with a larger firm or name brand to manage tens of millions of dollars in client assets in a short time.

Estate Planning 238

Estate Planning Wealth Management Planning Clients 238

Harness Wealth

NOVEMBER 12, 2024

While it’s not always advisable to sell investments at a loss, it may make sense in your situation to consider selling underperforming assets, especially if you’re willing to invest in alternative assets that provide similar exposure without triggering a wash sale. million in 2023. million ($27.22 million ($27.98

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Wealth Management

JUNE 10, 2025

Many advisors experienced record years in 2023 and 2024, but now is the time to ask the difficult question: Am I growing because of my firm, or despite it? Reassess Your Team’s Role Your team is one of your most critical assets—and often one of the most overlooked areas in a mid-year evaluation.

Wealth Management 223

Wealth Management Financial Advisor Recruitment Management 223

Cordant Wealth Partners

NOVEMBER 18, 2024

You can donate appreciated assets to your DAF, avoiding capital gains taxes and further lowering your tax bill. The donor receives a tax deduction in the year the contribution is made, and the donated assets continue to grow tax-free in the account until the donor gifts them to the qualified charities of their choice. in assets).

Taxes 52

Taxes Tax Planning Nonprofit Accounting 52

Wealth Management

JULY 9, 2025

in 2023, according to a study by Ensemble Practice and BlackRock. July 9, 2025 23 Slides START SLIDESHOW hudiemm/iStock/Getty Images A big industry focus these days is on organic growth; many stress that if advisors can crack the code and grow their client base, they can gain a competitive edge. New client AUM grew on average 7.5%

Wealth Management 158

Wealth Management Estate Planning Business Planning Taxes 158

Carson Wealth

JANUARY 22, 2025

But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? Higher numbers indicate more volatility, lower numbers mean less volatility, and a negative beta, which is rare, means an asset is expected to move in the opposite direction of the market. What Is Market Volatility?

Investing 52

Investing Investments Marketing Marketing 52

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 59

Estate Planning Taxes Retirement Healthcare 59

WiserAdvisor

JULY 2, 2025

In 2023, the United States’ National Health Expenditure (NHE) reached $4.9 Financial advisors play a key role in helping clients leverage the full potential of HSAs, not just as a short-term expense account, but as a long-term asset within their broader retirement strategy. trillion, equating to $14,570 per person, a 7.5%

Healthcare 59

Healthcare Financial Advisor Management Medical 59

Trade Brains

JULY 9, 2025

India’s inflation history provides crucial context, with an average annual inflation rate of 7.37% from 1960-2023, reaching an all-time high of 28.60% in 1974. More recently, the annual inflation rate in India was recorded at 6.95% in 2023. Real estate or rental assets – Income and property values often rise with inflation.

Retirement Planning 59

Retirement Planning Retirement Planning Medical 59

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 40

Compliance Education Economics Retail 40

Diamond Consultants

JANUARY 21, 2025

And to be fair, the wirehouses absolutely provide a great degree of support and service (think about the various costs they bear on your behalf, such as asset custody, branding, technology, HR, compliance, investment products, etc.). Many advisors experienced record years in 2023 and 2024. Stay because your firm is helping you grow.

Recruitment 52

Recruitment Compensation Planning Clients Consulting 52

Tobias Financial

NOVEMBER 4, 2024

 The graphic below shows the frequency of monthly returns (expressed in 1% increments) for a broad-market index of US stocks from January 1926–December 2023. Each horizontal dash represents one month, and each vertical bar shows the cumulative number of months for which returns were within a given 1% range (e.g.,

Marketing 52

Marketing Marketing Asset Allocation Commission 52

Harness Wealth

FEBRUARY 5, 2025

The Internal Revenue Service (IRS) adjusts FEIE exclusion amounts annually based on inflation, with the exclusion amounts for the past 5 years being as follows: Tax Year FEIE Amount 2025 $130,000 2024 $126,500 2023 $120,000 2022 $112,000 That said, the FEIE only applies to foreign earned income, with foreign passive income ineligible for exclusion.

Taxes 52

Taxes Compliance Accounting Government 52

Trade Brains

JULY 21, 2025

Ghana is making waves too, as it prepares to roll out digital asset regulations by September 2025, with the Central Bank of Ghana actively involved. In Nigeria, the naira lost 55% of its value against the dollar in 2023, so it’s no wonder people turn to USDT or USDC for safety. Nigeria stands tall with 25.9 penetration rate.

Startup 59

Startup Banking Assets Government 59

Trade Brains

JUNE 20, 2025

And if you are one of them who is planning to venture into the debt market, or just simply diversify your portfolio into low-risk assets? But again if there are any grandfathered investments made before April 1 st , 2023 you will still be able to benefit from this regulation’s act.

Investing 52

Investing Investments Management Portfolio 52

Wealth Management

JULY 22, 2025

As of the end of 2023, there were some 12,000 advisors affiliated with RIA consolidators, up from 4,000 in 2018, according to a recent report from Cerulli Associates. They take different approaches, such as having recommended or approved lists, building models internally or partnering with third-party model providers or asset managers.

Estate Planning 151

Estate Planning Wealth Management Compliance Planning 151

Trade Brains

JULY 2, 2025

This ensures the assets remain available. Their forfeiture motion secured the assets. This Kansas agricultural lender failed spectacularly in 2023. However, the DOJ prioritized seizing the assets first. Attorney Phil Selden calls this a pivotal shift. “This is a tone-setting case,” Selden said.

Banking 52

Banking Assets Economics 52

The Big Picture

MARCH 6, 2025

You’ll remember as I came into the Fed, I started the very beginning of, of 2023 in December of 2022. It was the Bloomberg economist who said there was a 100% chance of recession in 2023 because. And the reason it’s that is because part of buying a house is a financial asset. Yeah, Barry, thanks for having me on.

Economy 157

Economy Economics Food Banking 157

Yardley Wealth Management

JULY 9, 2025

21 Stock index investing has grown into a major industry, with assets totaling more than $15 trillion. Investopedia, April 13, 2023 [link] 14. An ETF’s trading price may be at a premium or discount to the underlying securities’ net asset value (NAV). 2 For a company, it’s a big deal to be included in an index.

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

Random Roger's Retirement Planning

JANUARY 26, 2025

The article was thin but there was a reference to his "holy grail" of 10-15 uncorrelated assets in portfolio construction. We've looked at this a couple of times, it is interesting of course and actually having 10-15 uncorrelated assets in a portfolio would hit the mark for diversifying your diversifiers.

Portfolio 52

Portfolio Assets Clients Management 52

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 52

Economy Assets Investing Investments 52

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. This was in sharp contrast to all the recession calls you saw in 2022 and 2023, including signals from other popular leading economic indicators.

Economics 69

Economics Marketing Marketing Economy 69

The Big Picture

NOVEMBER 28, 2024

My rent bill is predictable, even if it isn’t necessarily adding to my assets. November 23, 2023) The post A Guide to Awkward Holiday Conversations appeared first on The Big Picture. Pay for an hour of work is the average hourly wage for production and nonsupervisory workers tracked by the BLS. I build my wealth in other ways, too.

Media 240

Media Sales Marketing Marketing 240

Carson Wealth

MAY 27, 2025

The rate environment was also making headlines, as the 30-year Treasury yield approached its October 2023 high before retreating on Thursday and Friday. If the most recent near-bear market is indeed in the books, then intermediate Treasuries will win best diversifier this time around for the limited number of assets in the table.

Marketing 75

Marketing Marketing Portfolio Risk Tolerance 75

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.

Investing 52

Investing Investments Taxes Wealth Management 52

Random Roger's Retirement Planning

FEBRUARY 1, 2025

The Abbey Capital Multi-Asset Fund (MAFIX) and the Catalyst Millburn Hedge Strategy Fund (MBXIX) both do something similar (MBXIX has a little more going on under the hood). Certainly 2023 was tough for these funds but while managed futures didn't do very well in 2024, the funds generally kept up with VBAIX.

Management 52

Management Portfolio Clients Taxes 52

Trade Brains

JULY 24, 2025

As of July 2025, the fund boasts Assets Under Management (AUM) of Rs. crore and a Net Asset Value (NAV) of Rs. In 2023, HDFC merged with HDFC Bank, offering more banking services to customers. 174.08 (as of July 22, 2025), with an expense ratio of 1.40 As of June 2025, Nippon India Small Cap Mutual Fund holds 2.49 2,014.20.

Banking 59

Banking Investing Investments Assets 59

Harness Wealth

APRIL 15, 2025

Data from the Federal Reserves 2022 Survey of Consumer Finances (SCF) (released in late 2023) offers the most recent comprehensive snapshot of American household wealth. According to Federal Reserve data , younger households are just beginning to build assets, while older households have had more time to accumulate and grow wealth.

Wealth Advisor 52

Wealth Advisor Taxes Assets Retirement 52

Random Roger's Retirement Planning

NOVEMBER 14, 2024

Loans for cars and property are no stranger to getting packaged into other vehicles so I still need to learn how SRTs differ from mortgage backed securities or asset backed securities. Portfoliovisualizer missed $9 worth of dividends from 2023 and the payout for this year isn't completely missing but does seem a little short.

Investing 52

Investing Investments Insurance Retail 52

Dear Mr. Market

APRIL 2, 2025

We break down and assign each of the four regions with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. Bonds & Alternatives: The Golden Run Continues If there’s one asset that has stood the test of time, it’s goldand in this market, it has only gained strength.#1

Investing 78

Investing Investments Valuation Advertising 78

The Big Picture

JANUARY 3, 2025

She also earned a spot as one of the Twenty Trailblazing Women in Private Equity in 2023. 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 157

Portfolio Management Assets Management Economics 157