WiserAdvisor

JUNE 4, 2025

Below are top 5 finance industry trends in 2025 to look out for: 1. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. What they now want is guidance that is specific to their life, not generic advice.

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Financial Planning Planning Financial Advisor Ethics 59

Validea

MAY 21, 2025

Financial health is essential, with a focus on companies showing good debt management through their debt-to-equity ratios, helping identify businesses better equipped to handle economic downturns. Here are the top ten highest scoring stocks for May of 2025 based on Validea’s Peter Lynch strategy.

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Debt Management Insurance Banking Valuation 52

Validea

MAY 5, 2025

Organizations that maintain strong shareholder yield through a balanced approach to dividends, repurchases, and debt management typically demonstrate leadership teams making effective capital allocation decisions. Here are Validea’s top 10 high shareholder yield stocks for May of 2025. PHM PULTEGROUP INC $104.46 $20,937 7.4

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Debt Management Distribution Financial Services Investing 52

Validea

MARCH 1, 2025

Management effectiveness is evaluated by their ability to produce at least a 12% return on retained earnings, demonstrating wise use of shareholders’ capital. The model emphasizes prudent debt management, restricting long-term debt to no more than five times annual earnings to ensure financial flexibility.

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Debt Management Valuation Investing Investments 52

Validea

FEBRUARY 6, 2025

When a company maintains strong shareholder yield through a balanced mix of dividends, buybacks, and debt management, it often indicates skilled leadership making effective decisions about how to deploy capital. Here are Validea’s top 10 high shareholder yield stocks for January 2025. GGB GERDAU SA (ADR) $2.89 $5,856 7.5

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Debt Management Investing Investments Sales 52

Validea

MARCH 20, 2025

Here are the top 10 stocks using Validea’s Benjamin Graham strategy for March of 2025. Further Research Top Benjamin Graham Stocks Benjamin Graham Portfolio About Benjamin Graham The post Ten Top Benjamin Graham Stocks appeared first on Validea's Guru Investor Blog. Take a Free Trial Today! 3.6% -5.3% 7.9% -0.4% 10.4% -8.3%

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Validea

APRIL 28, 2025

Balance sheet strength remains a critical consideration, with the strategy prioritizing companies demonstrating responsible debt management as evidenced by their debt-to-equity measures. Here are the top ten highest scoring stocks for April of 2025 based on Validea’s Peter Lynch strategy. Take a Free Trial Today!

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Debt Management Banking Insurance Management 52