Wealth Management

JULY 8, 2025

Coverage areas include SMAs, ETFs, model portfolios and alternative investing. About the Author David Bodamer Editorial Director, WealthManagement.com David Bodamer covers investments for WealthManagement.com , including hosting the Wealth Management Invest podcast.

Wealth Management 221

Wealth Management Estate Planning Compliance Clients 221

Wealth Management

JUNE 27, 2025

I was amazed by some of the findings, including that 68% of the 414 respondents are currently using or plan to adopt AI-powered tools—only 32% had no plans to do so. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? It has become a challenge to keep up with new rollouts. Let’s take just this week.

Wealth Management 166

Wealth Management Estate Planning Startup Financial Planning 166

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Review Investment Allocations Markets evolve, and so should your portfolio. But not this year.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Random Roger's Retirement Planning

JULY 2, 2025

A fun rabbit hole over the years has been the 75/50 portfolio devised by John Serrapere which he wrote about several times at the old IndexUniverse site. For anyone new, the big idea is for the portfolio to capture 75% of the upside with only 50% of the downside. Portfolio 2 has a normal, even if not heavy, allocation to equities.

Portfolio 59

Portfolio Numbers Taxes Clients 59

Nerd's Eye View

DECEMBER 2, 2024

Welcome to the December 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 130

Clients Portfolio Management Numbers Retail 130

Darrow Wealth Management

MARCH 3, 2025

Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. Stocks vs bonds historical returns by calendar year (1997 – 2024) Top takeaways: Between 1997 and 2024, the S&P 500 returned 9.7%

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

Nerd's Eye View

APRIL 18, 2025

Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).

Financial Planner 195

Financial Planner Risk Tolerance Estate Planning Clients 195

Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year. For those over 50, the limit is $8,000.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Trade Brains

JULY 9, 2025

That means if your retirement plan underestimates medical costs, you risk serious shortfalls. over that period. If you planned to live on ₹1 lakh per month today, you might need ₹1.5 – ₹1.7 Prior to this, the inflation rate was 3.34% in March 2025 , 5.22% in December 2024, and 5.48% in November 2024. 6,56,835.59

Retirement Planning 59

Retirement Planning Retirement Planning Medical 59

The Big Picture

APRIL 17, 2025

All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. It doesnt matter if it is Nvidia, Bitcoin, founders stock, or an employee stock option purchase plan (ESOP), sometimes the sheer size of a windfall is paralyzing.

Investing 264

Investing Investments Accounting Startup 264

Wealth Management

JULY 10, 2025

in summer 2024. Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & Portfolio Management: Tamarac / Envestnet and Addepar Wealthspire 2.0, The advisor experience and transitioning clients to their financial planning portal are heavy lifts that directly impact the end client.

Wealth Management 154

Wealth Management Estate Planning Clients Planning 154

Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

Trade Brains

JUNE 24, 2025

From 2021 to 2024, small-cap and mid-cap stocks soared, leaving many large-cap names in the dust. Toward the end of 2024, though, there was a noticeable dip in small and mid-cap segments. Written by Adithya Menon The post Top Mutual Funds That Beat Nifty & Sensex Over the Last 10 Years; Are They in Your Portfolio?

Portfolio 76

Portfolio Investing Investments Management 76

Random Roger's Retirement Planning

MAY 28, 2025

Which portfolio result would you rather have? Portfolio 1 is the only choice. The Portfolio 1 has the same longer term result at the S&P 500 but with only 58% of the volatility. You can see just by looking that Portfolio 1 has actually taken a very different path to a similar result as the S&P 500. A little quiz.

Portfolio 59

Portfolio Taxes Numbers Investing 59

The Big Picture

DECEMBER 4, 2024

December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Maybe it’s due to employee stock option plans. But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. It gets to be a bigger, bigger percentage of your portfolio.

Taxes 130

Taxes Portfolio Accounting Math 130

Yardley Wealth Management

DECEMBER 17, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. Interest rates remain a significant factor in financial planning, affecting everything from mortgage rates to investment returns.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. The situational nature of planning to diversify one large position cannot be over-emphasized, so it’s important to work with a financial advisor who has experience in this area. On a weighted average, your portfolio would be 42% technology.

Management 83

Management Taxes Estate Planning Asset Allocation 83

Carson Wealth

MARCH 17, 2025

The best defense against corrections is to understand that they are a normal even in good markets and have a plan ready for when emotions take over, because when youre in a correction it almost always feels like this one is the exception that justifies abandoning your plan. These guidelines dont mean we ignore context.

Marketing 84

Marketing Marketing Economy Portfolio 84

Harness Wealth

JANUARY 9, 2025

Strategy Contribution Limit (2024) Advantages Disadvantages Backdoor Roth IRA $7,000 ($8,000 if 50+) Circumvents income limits for Roth IRA, providing increased tax-free growth Low annual limit and pro-rata rule complications. It also requires an individuals 401(k) plan to allow after-tax contributions and in-service withdrawals.

Taxes 52

Taxes Planning Retirement Retirement Planning 52

Trade Brains

JUNE 24, 2025

As of March 31, 2024, the company operates a distribution network spanning 15 states and one union territory, including key markets like Maharashtra, Gujarat, Haryana, Rajasthan, and Uttar Pradesh. Its sales and marketing team consists of 23 personnel as of July 31, 2024, driving nationwide customer engagement.

Manufacturing 59

Manufacturing Investment Advisor Wealth Management Investing 59

Yardley Wealth Management

JUNE 11, 2025

4 During one-year periods between 1892 and 2024, market returns have fluctuated greatly from down 37.0 The Downside of Missing the Market’s Best Days It is natural to wonder if you should change your portfolio during such times. A diversified portfolio is designed to help manage risk during market cycles. percent to up 53.2

Investing 52

Investing Investments Portfolio Wealth Management 52

WiserAdvisor

JUNE 16, 2025

Because what good is a strong portfolio if it cannot stand the test of time and come to your rescue even as the years go by? It is easy to get caught up in growing your wealth, chasing high-net-worth investment opportunities , or expanding your financial portfolio, but wealth preservation deserves just as much of your attention.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Trade Brains

NOVEMBER 6, 2024

Shareholding Pattern In September 2024, Hindustan Zinc Limited had a majority stake held by the promoters at 63.42 On November 6, 2024, the government of India proposed an offer for the sale of 2.5% 19 per share for the financial year 2024-25, totaling Rs. percent, foreign institutional investors at 1.01 of their holding.

Planning 52

Planning Government Sales Investment Advisor 52

Random Roger's Retirement Planning

JULY 9, 2025

Let's play around with a couple of quadrant inspired portfolios. RISR/LMBS has compounded at just over 10% while ARBIX has compounded at just over 4% so in the neighborhood of treasuries over the duration of the backtest but in 2023 and 2024 it had higher returns than treasuries.

Portfolio 59

Portfolio Taxes Investing Investments 59

Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. On one hand, youre getting a lower rate on your mortgage, but on the other, you may own mortgage-backed securities as part of your bond portfolio.

Marketing 56

Marketing Marketing Retirement Portfolio 56

WiserAdvisor

JUNE 17, 2025

As of the end of 2024, the U.S. Looking ahead, the ESG space certainly seems interesting and offering it a place in your portfolio can help you potentially build wealth as well as make a real change in the world. federal spending on AI more than doubled in 2024, hitting over $4 billion annually. trillion, according to the U.S.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investing 59

Harness Wealth

JANUARY 29, 2025

401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older. 401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Yardley Wealth Management

JULY 9, 2025

In the past few decades, professional money management firms have created investment solutions that allow investors to buy shares in portfolios that closely mirror the performance of a certain index. If you’d like to review your portfolio strategy or better understand how to balance growth with protection, we’re here to help.

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

Harness Wealth

APRIL 30, 2025

In today’s dynamic economy, millions have embraced a diverse portfolio of income streamsfrom traditional employment to creative side hustles, equity compensation, and investment ventures. Here’s the thing: starting January 1, 2024,the rules for payment platforms are changing. rate is comprised of two components: 12.4%

Taxes 52

Taxes Tax Planning Compliance Planning 52

Nerd's Eye View

JANUARY 13, 2025

We've also rolled out a new private community specifically for Directors of Financial Planning (DFPs), who are increasingly becoming the lynchpins that drive planning excellence in advisory firms… which is so in alignment with our own Kitces mission that we wanted to start hosting a community for DFPs to further foster their success!

Financial Advice 147

Financial Advice Ethics Education Financial Planning 147

Random Roger's Retirement Planning

MARCH 5, 2025

It is not intended to be a surrogate for a 60/40 portfolio, although it was close in 2024, and it clearly will not and is not intended to look like the US equity market. The correlation of the portfolio to the S&P 500 isn't that low at 0.64 Maybe it could be thought of as having some all-weather attributes.

Portfolio 72

Portfolio Assets Management Government 72

Trade Brains

JULY 16, 2025

hit in July 2024. is a diversified financial services company offering a wide range of solutions including online broking, mutual funds, ETFs, commodities, derivatives, financial planning, and asset allocation. The stock briefly touched a 52-week low of Rs 60.80 in March 2025 and has declined roughly 25 percent over the past year.

Financial Services 52

Financial Services Asset Allocation Portfolio Management Financial Planning 52

Random Roger's Retirement Planning

DECEMBER 28, 2024

Bonds with duration are now more volatile than they used to be and that volatility is less reliable than it used to be making them a less effective diversifier for the equity portion of a diversified portfolio. With a cash buffer of two years or whatever, that sort of decline doesn't have to derail anyone's retirement plan.

Portfolio 52

Portfolio Retirement Retirement Planning Assets 52

The Big Picture

JULY 1, 2025

What were the original career plans? So I arrived at Wellesley with the plan to do pre-med. Here is the plan, here’s how you should go about in this deal or in, in this new asset class. Well, Barry Ritholtz : It’s a pleasure to have you let, let’s start out with your background. Velina Peneva : Absolutely.

Investing 144

Investing Investments Consulting Insurance 144

Wealth Management

JUNE 12, 2025

Diana Britton , Executive Editor June 12, 2025 3 Min Read MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 2024. John Davi, CEO and founder, Astoria Portfolio Advisors, encouraged advisors to use passive strategies in areas that can’t be beat.

Assets 142

Assets Management Wealth Management Risk Management 142

Carson Wealth

DECEMBER 31, 2024

Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. Basically, estate equalization is the process of helping ensure fairness in your estate plan, whether that means leaving all your primary heirs the same bequests or not. million per person in 2024.

Estate Planning 52

Estate Planning Planning Taxes Distribution 52

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. And we, we planned what was gonna happen the next morning.

Management 130

Management Assets Portfolio Insurance 130