The Big Picture

JANUARY 2, 2025

In “ How Not To Invest ” (coming March 18!) This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs. . ” It’s a blunt observation about our inability to forsee the future.

Banking 345

Banking Planning Economics Investing 345

Dear Mr. Market

DECEMBER 31, 2024

Write Down Your 10 Financial Goals for 2025! For 2025, the IRS has increased contribution limitsdont miss out. Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. Happy Planning and best to you in 2025!

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Nerd's Eye View

MARCH 3, 2025

Welcome to the March 2025 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!

Estate Planning 152

Estate Planning Portfolio Management Communication Portfolio 152

Abnormal Returns

APRIL 27, 2025

Top clicks this week Three keys to successful investing including 'Trying to time the market is a losers game.' tker.co) Why private assets are no portfolio panacea. optimisticallie.com) How portfolio diversification has worked in 2025. larryswedroe.substack.com) Volatility clusters. morningstar.com)

Assets 173

Assets Portfolio Investing Investments 173

The Big Picture

MARCH 30, 2025

Stacking Benjamins: Ever wondered how the top financial minds avoid disaster while the rest of us are busy panic-Googling best investments 2024? Today, Joe welcomes Barry Ritholtz of Ritholtz Wealth Management down to Moms basement for a conversation that flips typical investment advice on its head.

Investing 179

Investing Investments Wealth Management Portfolio 179

The Big Picture

APRIL 28, 2025

per year from the start of 2010 through the end of Q1 2025. The risk is that if and when the trend changes, some traders will be slow to adapt; investors may get discouraged when they learn that investing for the “long term” isn’t measured in months or quarters, but in decades. The Nasdaq 100 has nearly doubled that.

Risk Management 331

Risk Management Management Marketing Marketing 331

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).

Investing 78

Investing Investments Valuation Advertising 78

Abnormal Returns

JANUARY 5, 2025

(noahpinion.blog) The proposed Strive Bitcoin Bond ETF will invest in the debt of companies buying Bitcoin. etf.com) 2025 is setting up to be a consequential year for the Vanguard Group. riabiz.com) Portfolio simplicity keeps paying off. humbledollar.com) Whether you have an advisor or not, a financial checklist for 2025.

Portfolio 173

Portfolio Investing Investments 173

Abnormal Returns

DECEMBER 25, 2024

theretirementmanifesto.com) What's changing for retirement in 2025. morningstar.com) Investing Three easy ways to simplify your portfolio. morningstar.com) Boring is always appropriate when it comes to investing resolutions.

Financial Advice 147

Financial Advice Retirement Taxes Insurance 147

Validea

JUNE 2, 2025

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. 2025 YTD 1.2% 2025 YTD 1.2% GLD SPDR Gold Shares 7.5% +380.3% 2008 -0.4% -21.0%

Portfolio 52

Portfolio Investing Investments Economics 52

Abnormal Returns

APRIL 29, 2025

Quant stuff A curated list of the best finance and investment blogs, tools, and webpages broken down by category. papers.ssrn.com) The risk of investing with a solo manager is real. cashandcarried.substack.com) A diversified portfolio of hedge funds doesn't make a lot of sense.

Retail 147

Retail Government Portfolio Investing 147

The Big Picture

MARCH 10, 2025

David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. But let’s set aside markets and investing strategies entirely.

Investing 195

Investing Investments Food Ethics 195

Abnormal Returns

MARCH 4, 2025

Skew Why investors avoid positive-skew investment strategies. rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. noahpinion.blog) Asset growth High investment has historically led to disappointing future returns. morningstar.com) Research The 2025 Global Investment Yearbook is here.

Math 147

Math Assets Economics Portfolio 147

Trade Brains

JUNE 6, 2025

Diversification: Diversifies investments across different market capitalizations. Kotak Multicap Fund AUM : ₹16,787 crore 1-Year Return : ~32% Expense Ratio : ~0.68% Why it stands out : Backed by Kotak’s strong research team, this fund offers a balanced portfolio with a tilt towards quality large and mid-cap stocks.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

Wealth Management

APRIL 15, 2025

Blackstone, Vanguard and Wellington Management announced a partnership to build multiasset portfolios with public and private assets. Charles Schwab announced that Schwab Alternative Investments Select, for retail clients with more than $5 million in household assets.

Investing 153

Investing Investments Financial Advisor Retail 153

WiserAdvisor

JUNE 4, 2025

Apart from new laws and changes in regulations, it is also important to pay attention to emerging investment trendsevery year. Below are top 5 finance industry trends in 2025 to look out for: 1. For example, a clients investment choices should align closely with their tax strategy, too. These decisions are deeply interconnected.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Yardley Wealth Management

DECEMBER 17, 2024

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. For 2025, consider implementing tax-loss harvesting strategies in your investment accounts.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

The Big Picture

JANUARY 15, 2025

January, 15, 2025) Hedge funds, venture capital, private equity, and private credit have never been more popular. What percentage of your portfolio should be allocated? He wrote the book, Private Equity Deals: Lessons in investing, dealmaking and operations. At the Money: Lessons in Allocating to Alternative Asset Classes.

Portfolio 147

Portfolio Assets Investing Investments 147

The Big Picture

MARCH 26, 2025

At The Money: Boaz Weinstein (March 26, 2025) What happens when a fund is trading below its NAV (net asset value)? From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. How can investors force management to allow the fund to trade back to fair value?

Investing 147

Investing Investments Management Assets 147

Validea

JUNE 3, 2025

Investment managers often include these stocks in income-focused portfolios due to their track record of regular payments, though past performance does not guarantee future dividend increases or stock price appreciation. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles.

Economics 52

Economics Economy Management Investing 52

Nerd's Eye View

JANUARY 13, 2025

And so we're excited to announce that, for 2025, our major company initiative will be a complete redesign and rebuild of our Members Section! And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!), Read More.

Financial Advice 137

Financial Advice Ethics Financial Planning Education 137

Validea

JANUARY 7, 2025

Discover how Valideas Warren Buffett-inspired ‘Patient Investor’ strategy can help you identify high-quality, long-term investments even in changing market conditions. Visit Validea.com to access in-depth stock analysis and tools designed to emulate Buffetts proven investment principles.

Investing 52

Investing Investments Portfolio Management 52

Validea

JANUARY 4, 2025

Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims to emulate Buffett’s long-term, value-based approach to investing.

Valuation 52

Valuation Investing Investments Numbers 52

Validea

JUNE 2, 2025

Warren Buffett has built his investment approach around one core idea developed through decades of market success: purchasing outstanding companies at reasonable prices beats buying mediocre companies at bargain prices. Visit Validea.com to access in-depth stock analysis and tools designed to emulate Buffetts proven investment principles.

Economics 52

Economics Valuation Investing Investments 52

Investment Writing

APRIL 15, 2025

Investment commentary authors often know the markets well, but lack writing and editing expertise. Ive learned some lessons about how to edit investment commentary that I share below with you. Instability in the Middle East will continue, and heres how it affects our investing. 30, 2022, and April 8, 2025.

Investing 59

Investing Investments Clients Communication 59

Zoe Financial

JUNE 6, 2025

Your 2025 Summer Financial Check-In Published: June 6th, 2025 Reading Time: 7 minutes Written by: The Zoe Team Summer isn’t just for vacations — it’s also the perfect time to reset, assess, and optimize your financial life. Audit Equity and Investment Accounts Mid-year is a natural moment to check your portfolio.

Budgeting 40

Budgeting Accounting Financial Advisor Taxes 40

The Big Picture

FEBRUARY 5, 2025

February 5, 2025) At five trillion dollars, hedge funds have never been more popular — or less hedged. What percentage of your portfolio should be allocated? He learned about alts working under the legendary David Swensen at the Yale University Investments Office. Is this the right investment vehicle for me?

Taxes 147

Taxes Portfolio Management Investing 147

Your Richest Life

FEBRUARY 24, 2025

Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. That decision is a departure from their announcement at the September meeting to cut rates a full percentage point in 2025. 2025 Inflation creeps up The U.S. This was also higher than the 2.9

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Validea

MAY 1, 2025

Warren Buffett’s investment philosophy, cultivated over decades of exceptional market performance, centers on a simple yet powerful principle: “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Start investing like the Oracle of Omaha today!

Valuation 52

Valuation Economics Management Investing 52

Validea

APRIL 26, 2025

Benjamin Graham, widely recognized as value investing’s founding father, established a methodical framework for identifying undervalued stocks that continues to guide investors decades later, most notably his famous student Warren Buffett. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for April of 2025.

Valuation 52

Valuation Engineering Assets Investing 52

Darrow Wealth Management

MARCH 3, 2025

Bonds, however, are more stable investments that provide income, but have much less upside. while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. Thats not their job.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

Validea

APRIL 7, 2025

Moreover, shareholder yield serves as a valuable tool for comparing investment opportunities across different sectors and market cycles. Discover how Valideas Warren Buffett-inspired ‘Patient Investor’ strategy can help you identify high-quality, long-term investments even in changing market conditions.

Distribution 52

Distribution Investing Investments Sales 52

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Contributions made by April 15, 2025, can be applied to your 2024 return, reducing taxable income. Engage in tax-loss harvesting Tax-loss harvesting is a strategy that helps investors reduce their taxable income by leveraging losses in their investment portfolios.

Taxes 52

Taxes Medical Distribution Accounting 52

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. What do these mean, and which is a sounder investment strategy? Lets take a poll. That said, academia can be redundant.

Marketing 98

Marketing Marketing Financial Advisor Investing 98

Nerd's Eye View

OCTOBER 18, 2024

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5%

Financial Planner 246

Financial Planner Risk Tolerance Financial Planning Clients 246

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. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52