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Eight Investment Must Reads for This Week (June 3, 2025)

Wealth Management

CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirement plans, according to Private Funds CFO. These are among the investment must reads we found this week for financial advisors.

Investing 198
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Be Like You

The Big Picture

We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. But Buffett has spent 60 years studying what makes for a great undervalued investment. Come up with your own plan, style, and strategy that you can live with. It yielded 78,600 hits.

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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

In How Not to Invest , I showcase extreme examples of unforced errors to illustrate these behavioral mistakes. Chris Bloomstran, chief investment officer of Semper Augustus Investments Group, has tracked this. Decades as an investor and trader on Wall Street have taught me that panics come and go.

Investing 267
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22 Top Financial Advisor Podcasts To Listen To In 2025

Nerd's Eye View

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content.

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The Data on Active Large Cap Underperformance

The Big Picture

RWM works with clients by constructing a long-term financial plan, marrying it to an appropriate level of risk in a broadly diversified portfolio built around a core index, and then applying the best technology we can find to generate net after-tax returns with modest risk and volatility.

Portfolio 306
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Steering Clients Away From Investing Mistakes

The Big Picture

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Source : How Next-Generation Advisors Steer Clients Away From Bad Investing Mistakes A key role of a financial advisor is to prevent clients from making rash decisions during volatile markets. billion in assets under management.

Clients 147
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“Nobody Knows Anything,” Wall Street Strategist Edition

The Big Picture

Random events can and will completely derail the best laid plans we may make. Or, as John Kenneth Galbraith observed, The only function of economic forecasting is to make astrology look respectable. ~~~ Public Enemy’s 13th album was titled “ Man Plans, God Laughs.” And randomness is served up daily.

Banking 345