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A Spectacularly Underappreciated 15 Years

The Big Picture

This current 15-year peak was through February 2024 at ~ 16%. Financial Repression was the rallying cry for underperforming managers. is not what risk managers call a rational trading day. Over the ensuing 16 years, the crowd may have forgotten that pain. Any single day where markets rally 12.5%

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2025 Wealth Preservation Strategies

WiserAdvisor

A 2024 Deloitte report found that 43% of family offices had experienced a cyberattack in the past two years. Real estate risk management: Your primary residence, commercial properties, etc., You can hire a wealth manager to oversee your portfolio and manage your investments. Why are the wealthy such prime targets?

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What Are the Best Asset Classes for Active Management?

Wealth Management

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. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.

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6 Ways to Manage Concentrated Stock Positions

Darrow Wealth Management

So if you have a large portion of your wealth tied to a single stock, here are six options to manage it. Over the most recent five year period ending in 2024, here’s the annualized returns and volatility of the 505 companies in the S&P 500 versus the index itself. Of the underperformers, 39% actually lost money.

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Market Commentary: Seven Important Things to Remember In 2025

Carson Wealth

Old investing maxim This is our last market commentary of 2024, and it may be the most important. In fact, in the second half of todays commentary we look back at the recommendations we shared at the beginning of the year in our 2024 Outlook and how they turned out. With that, heres the verdict on 12 calls we made in our 2024 Outlook.

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The Broken Clock Investor: Always Warning, Rarely Winning

Dear Mr. Market

Chief among them was the infamous economist Harry Dent, who warned of a 1929-style market crash hitting in early 2024. This is not to suggest that risks dont exist they always do. Prudent risk management, diversification, and strategic planning are essential. What Should Investors Do Instead?

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Build a Resilient Investment Strategy With The All Weather Portfolio

Validea

Further Research Validea All Weather Portfolio View the Risk-Managed ETF Portfolios Watch Our Instructional Videos Valideas Trend Following Tool on Asset Classes and Strategies The post Build a Resilient Investment Strategy With The All Weather Portfolio appeared first on Validea's Guru Investor Blog. 2008 -0.4% -21.0%