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What Are the Best Asset Classes for Active Management?

Wealth Management

What Are the Best Asset Classes for Active Management? Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.

Assets 162
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FOMC Minutes: Staff Predicts Mild Recession; Additional Increases in Fed Funds Rate "Appropriate"

Calculated Risk

Real GDP growth over 2024 and 2025 was projected to be below the staff's estimate of potential output growth. The unemployment rate was forecast to increase this year, peak next year, and remain near that level through 2025. In 2025, both total and core PCE price inflation were expected to be close to 2 percent.

Economics 305
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6 Ways to Manage Concentrated Stock Positions

Darrow Wealth Management

Options contracts as income and hedging strategies Options are often used in various hedging strategies, including single stock risk management strategies. In the right situations, investors can use options trading strategies to diversify, reduce risk, or generate income from a large stock holding.

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5 Components of Financial Literacy

Zoe Financial

5 Components of Financial Literacy Published: February 20th, 2025 Reading Time: 4 minutes Written by: The Zoe Team If you’re a high earner looking to grow your wealth, having a solid understanding of financial concepts can help you manage and protect your money effectively. What is Financial Literacy? Finance is no different.

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Cybersecurity Best Practices for CPAs and Accounting Firms

Harness Wealth

In this guide from Harness Tax , we’ll explore why cybersecurity is increasingly important in the accounting industry, delve into the types of cybersecurity risks, and offer a set of best practices for risk management. And by 2025, cybercrime is projected to cause global damages amounting to $10.5 trillion annually.

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2019 Year-End Planning Letter

Brown Advisory

Because that sunset doesn’t occur until the end of 2025—six years from now—some clients may not feel an urgency to engage in significant planning right now, but there are a variety of planning actions related to the new tax law that merit attention in the near term, and in some cases before the end of the calendar year.

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A Climate Change Reckoning For The Municipal Bond Market

Brown Advisory

billion per year through 2025. We currently engage with issuers individually about their climate mitigation plans, and we’ve learned that many municipalities are making notable progress on climate risk management but that their efforts are not always translated into the bond documents available to us. will be more than $10.5