Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Note that for an IRA, you have until Tax Day of 2025 (April 15, 2025) to make any contributions for your 2024 taxes. In 2025, the lifetime gift tax exclusion will rise to $13.99

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Dear Mr. Market

APRIL 2, 2025

Read more : March Madness: Final Four Investing Bracket 2025 Large Cap Region: The Heavyweights Clash This years large-cap region includes some of the markets biggest names. Eli Lilly , on the other hand, boasts a robust pipeline and solid earnings, making it a relatively safer and more predictable investment for the remainder of 2025.

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Investing Investments Valuation Advertising 78

International College of Financial Planning

JULY 9, 2025

Even on the socially acceptable asset classes like Gold & Real Estate there are investing vehicles like Gold ETF/ SGB/ Gold Mutual Funds/ REIT (Real Estate Investment Trust) to service the needs of investors. Some mind-boggling statistics at this point in time, the MF AUM is in excess of 70 Lakhs crores as of end May 2025.

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CFP Wealth Management Certification Asset Allocation 40

Yardley Wealth Management

JUNE 11, 2025

Data Sources: Ned Davis Research, Morningstar, and Hartford Funds, January 2025. 8 Asset allocation is an approach to help manage investment risk but it does not guarantee against investment loss. Sources: 1 Business Insider.com, January 2, 2025 [link] 2. Nasdaq, March 8, 2025 [link] 4. stock market.

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Investing Investments Portfolio Wealth Management 52

Alpha Architect

FEBRUARY 3, 2025

DIY Trend-Following Allocations: February 2025 was originally published at Alpha Architect. Commodities moving from full hedge to partial hedge. Real estate moving from partial hedge to no hedge. Intermediate bonds moving from full hedge to partial hedge. Please read the Alpha Architect disclosures at your convenience.

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Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. In March 2025, the technology sector is roughly 31% of the S&P 500 index. This includes the stock itself, its sector, industry, and other highly correlated assets. What is a concentrated stock position?

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Management Taxes Estate Planning Asset Allocation 77

The Big Picture

JULY 16, 2025

At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! Asset allocation has called this the thorniest problem in all of finance. She joins Barry Ritholtz to discuss what you need to know about planning for retirement.

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Alpha Architect

JANUARY 2, 2025

Do-It-Yourself trend-following asset allocation weights for the Robust Asset Allocation Index are posted here. DIY Trend-Following Allocations: January 2025 was originally published at Alpha Architect. Note: free registration required) Request a free account here if you want to access the site directly.

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Trade Brains

JULY 16, 2025

in March 2025 and has declined roughly 25 percent over the past year. 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

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Financial Services Asset Allocation Portfolio Management Financial Planning 52

Truemind Capital

JULY 18, 2025

between October 2024 and March 2025. The recent Apr–Jun 2025 quarter brought a welcome summer rally for investors. Equity markets in the US also hit record levels due to ease of geopolitical tensions, dovish fed and trade developments, but economic data released in early July for Q1 2025 (Jan-Mar) presents a mixed picture.

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The Big Picture

JULY 1, 2025

So it was, if you think about insurance asset management, we have, you know, we obviously serve the group, but we have business units and legal entities and each of these business units and legal entities have their own strategic asset allocations. So my role was to manage those business unit and legal entity asset allocations.

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Trade Brains

JUNE 6, 2025

Parag Parikh Flexi Cap Fund AUM : ₹1,00,000+ crore 1-Year Return : ~36% Expense Ratio : ~0.80% (Direct Plan) Why it stands out : This fund has achieved a significant milestone by surpassing ₹1 lakh crore in Assets Under Management (AUM), making it the largest flexi cap fund in India. ICICI Prudential Multicap Fund AUM : ₹14,504.64

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Portfolio Investing Investments Risk Tolerance 52

Random Roger's Retirement Planning

MAY 4, 2025

The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant. I can see the dip last August being one that most people forget about but I don't think that will be the case with the Q1 into April 2025 event.

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Asset Allocation Portfolio Portfolio Management Engineering 59

A Wealth of Common Sense

JULY 17, 2025

Posted July 17, 2025 by Ben Carlson A reader asks: I’m in my last year studying financial econ and looking to get into advising or wealth management. A Wealth of Common Sense --> A Wealth of Common Sense Home About Invest with Ben My Books Animal Spirits Podcast Speaking --> CFA or CFP?

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CFP Wealth Management Advertising Portfolio Management 71

Gen Y Planning

MARCH 10, 2025

As we move through the first quarter of 2025, weve had several clients, colleagues, and friends reach out with questions about recent market movements and the impact of tariff discussions on their personal financial plan. Diversifying portfolios across asset classes, sectors, and geographies to reduce concentrated risks.

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Marketing Marketing Financial Planning Asset Allocation 52

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Provide insights on asset allocation and risk management. What Do Financial Advisors Do?

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Financial Advisor Estate Planning Strategic Planning Retirement 40

The Big Picture

JANUARY 21, 2025

I’m hoping I’ll make it through 2025. It’s also why as soon as January one passed this year, that’s why I made them a gift for 2025. But, you know, the cancer is, you know, is it my blood? It’s likely to crop up somewhere else. I think I’m gonna beat the one year mark that I was given.

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Investing Investments Retirement Management 144

The Big Picture

APRIL 29, 2025

We take, we take large positions in, in, in concentrated portfolios, and we’re really striving to be that high alpha equity manager for, for pension plans and for wealth allocators. And often we’re part of an asset allocation and, you know, we’re, you know, we’re the alpha in the corners, if you will.

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Management Assets Portfolio Insurance 130

A Wealth of Common Sense

JUNE 15, 2025

In my last post I looked at the impressive outperformance of international stocks this year: With all the AI excitement it’s hard to believe foreign stocks are beating the pants off American stocks in 2025 when you consider the sector exposure discepancies: When you include communication services (which includes Google, Facebook and Netflix) (..)

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Communication Asset Allocation Assets Marketing 98

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. That is the linchpin.

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Asset Allocation Wealth Management Clients Assets 144

WiserAdvisor

JUNE 11, 2025

One of the most significant ones has been the April 2025 tariff announcement. An advisor can help you adjust your asset allocation within your 401(k). Another vital step is reassessing your asset allocation. A number of changes have been proposed and implemented since President Donald Trump returned to office.

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Budgeting Retirement Asset Allocation Accounting 59

The Big Picture

JULY 15, 2025

The sell side indicator is a sentiment indicator that’s based on Wall Street’s consensus, recommended asset allocation. But rather, you know, we look at size, style, geography, and, you know, asset allocation, things like that. ex-US stocks have been doing much better than us certainly year to date in 2025.

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Numbers Investing Investments Economics 144

A Wealth of Common Sense

JANUARY 16, 2025

We also answered questions about 2025 retirement account limits, Coast FIRE strategies, when to take money off the table from the stock market, how to account for pension and Social Security income during retirement and how other economies impact the U.S.

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Retirement Accounting Economy Marketing 143

Discipline Funds

DECEMBER 29, 2024

Here’s a list of things to consider checking as we head into 2025. Asset and Liability Matching. Good financial planning is all about asset and liability matching across time. That means you need to make sure you understand how your income and assets relate to your expenses and liabilities. IGNORE ALL OF THEM.

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Financial Planning Planning Asset Allocation Retirement Planning 64

Carson Wealth

MARCH 7, 2025

However, a stronger dollar is a double-edged sword as we wrote in our 2025 Outlook. We still expect the Fed to cut 2 3 times in 2025, but likely in the second half if theres no deterioration in the labor market and disinflation continues. Meanwhile, Fed members are expecting to cut rates twice in 2025.

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Economy Marketing Marketing Taxes 87

Wealth Management

JULY 15, 2025

Ryan Nauman , Market Strategist , Zephyr July 15, 2025 6 Min Read Adobe Stock: Dragon Claws I can’t tell you how many times I get asked for hot takes on investments and stocks while at parties or other social gatherings after I say my occupation is an investment strategist. Is a Roth Conversion Worth It for All Clients?

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Wealth Management Portfolio Estate Planning Asset Allocation 211

Random Roger's Retirement Planning

MARCH 30, 2025

Is 2025 going to be a good year for SCHD as a broad based or core holding relative to other strategies or factors? There's no way to know of course but if 2025 turns out to be a bad year for the S&P 500 then there's a pretty good probability of SCHD doing better than market cap weighting (MCW) and maybe most of the other factors.

Portfolio 59

Portfolio Asset Allocation Marketing Marketing 59

Truemind Capital

APRIL 18, 2025

For the three months ending March 2025, the BSE Sensex fell by 1.39%, while the BSE Mid-cap and Small-cap indices dropped by 11.02% and 16.34%, respectively. This market correction opened up opportunities for us to realign portfolios in line with our strategic asset allocation framework.

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Financial Market Marketing Marketing Asset Allocation 52

The Big Picture

JULY 3, 2025

New York Times ) Be sure to check out our Masters in Business next week with Kate Moore , Chief Investment Officer of Citi Wealth ; responsible for overseeing investments, portfolio strategy and asset allocation for the trillion dollars Citi Wealth manages. Wall Street Journal ) • E.T.F.s Are Booming.

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Asset Allocation Wealth Management Assets Insurance 144

Alpha Architect

JANUARY 7, 2025

ref]free access for financial professionals[/ref] Factor Performance Factor Premiums Factor Data Downloads Global Factor Performance: January 2025 was originally published at Alpha Architect. The following factor performance modules have been updated on ourIndex website.[ref]free

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Asset Allocation Assets Investments Investing 52

The Big Picture

APRIL 7, 2025

Tariffs Enacted in 2025 : Through April 2 The Budget Lab modeled the effect of both the April 2nd tariff announcement in isolation and all US tariffs implemented in 2025. The average effective US tariff rate after incorporating all 2025 tariffs is now 22 %, the highest since 1909. Every single one.

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Budgeting Asset Allocation Wealth Management Engineering 208

The Big Picture

MAY 7, 2025

ATM: How to Change Careers Dr. Bill Bernstein (May 7, 2025) How often have you thought about making major change in your career? His firm, Efficient Frontier Advisors manages $400 million in client assets ($25m minimum). And if you understand asset allocation, you understand finance. Bill Bernstein.

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Asset Allocation Medical Assets Management 144

Advisor Perspectives

FEBRUARY 7, 2025

In a first quarter 2025 asset allocation report, Confluence expects resilient economic growth in the short term.

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Asset Allocation Assets Economics 40

Advisor Perspectives

APRIL 25, 2025

Uncertainty surrounding trade policy is a key driver of our forecast this quarter, which includes an increased probability of a recession.

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Asset Allocation Assets 52

Discipline Funds

JUNE 6, 2023

Our general view on inflation is that the Fed won the battle already and they won’t declare victory until 2024 or 2025. We do, however, see continued risk of a policy error if the Fed remains too tight for too long. This is not a good risk adjusted return so being less aggressive in recent years has been the right move.

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Economy Asset Allocation Valuation Communication 105

Advisor Perspectives

FEBRUARY 5, 2025

The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale. It is an equally weighted portfolio constructed with 5 ETFs that feature a mix of different asset classes. By allocating across different asset classes, diversification is achieved, and risk is reduced.

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Carson Wealth

MAY 30, 2025

” While institutional investors have historically held that title, the hosts make a compelling case that in 2025, its the everyday investors the so-called mom and pop who are showing the discipline and resilience that define smart investing. This year has been no exception, and a balanced portfolio is built with this in mind.

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