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2025 Numbers Portfolio 
Wealth Management
JUNE 27, 2025
Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
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The Big Picture
JUNE 24, 2025
Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025. Matthew Cherwin : Co-Founder & CIO, Marek Capital Management Imran Khan : Founder & CIO, Proem Asset Management Matt Jozoff : Co-CEO & Portfolio Manager, Trevally Capital I did this same panel with different managers each of the past two years.
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Protect What Matters: Rethinking Finance Ops In A Digital World
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Wealth Management
JULY 2, 2025
Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
264 
Wealth Management
JUNE 23, 2025
Number 8860726. Registered in England and Wales.
274 
Calculated Risk
MAY 28, 2025
The FDIC released the Quarterly Banking Profile for Q1 2025: Net Income Increased from the Prior Quarter, Led by Higher Noninterest Income Quarterly net income for the 4,462 FDIC-insured commercial banks and savings institutions totaled $70.6 percent in first quarter 2025, up from 1.11 percent in first quarter 2025, up from 1.11
251 
Wealth Management
JUNE 10, 2025
Number 8860726. Registered in England and Wales.
Wealth Management
JUNE 20, 2025
Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
Nerd's Eye View
JANUARY 6, 2025
Welcome to the January 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! FINNY AI, an AI-powered prospecting tool, has raised $4.2
184 
Wealth Management
JUNE 27, 2025
Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
Nerd's Eye View
DECEMBER 27, 2024
The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them, though additional data indicates that many firms don't have career paths in place that could help next-generation advisors envision their path to firm (..)
Wealth Management
JUNE 30, 2025
Number 8860726. by Fred Barstein Jun 30, 2025 4 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.
153 
Wealth Management
JULY 1, 2025
Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
Wealth Management
JUNE 10, 2025
Number 8860726. Registered in England and Wales.
Wealth Management
JULY 2, 2025
Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
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!
143 
Wealth Management
JUNE 25, 2025
Number 8860726. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.
Wealth Management
JUNE 20, 2025
Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
Wealth Management
JUNE 12, 2025
Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
146 
Calculated Risk
MARCH 11, 2025
The Federal Reserve began the process of gradually reducing the size of its balance sheet in early June, and from June 8, 2022 to February 26, 2025 the Federal Reserves balance sheet had declined to a little under $6.8 a 10-year Treasury purchase at the end of February 2023 would be have an 8 year maturity at the end of February 2025).
165 
WiserAdvisor
JUNE 17, 2025
Let’s dive into some of the key future investment trends and concerns that are already making waves in 2025 and are likely to gain even more momentum in the months ahead. 4 future investment trends and concerns to keep an eye on in 2025 1. Want some numbers to back that up? And in 2025, that growth is expected to continue.
Dear Mr. Market
APRIL 2, 2025
My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. 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.
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WiserAdvisor
JUNE 18, 2025
Because long-term investments help you: Ride out market fluctuations Weather short-term volatility Encourage consistency and discipline Offer compounding returns Let’s explore the 5 best long-term investments you can consider in 2025. Below are 5 long term investment strategies you need to know about in 2025: 1.
59 
The Big Picture
APRIL 17, 2025
All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. ” Ask the folks who loaded up on MBS for the extra yield how they did. ~~~ There is an endless assortment of ways to make mistakes that hurt your portfolio.
267 
Nerd's Eye View
JANUARY 13, 2025
With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. 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!
134 
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? Then you get into private equity, which is kind of a little bit of juiced stock portfolio, and venture capital is the riskiest of them all.
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Validea
JANUARY 4, 2025
Here are the top ten highest scoring stocks for January 2025. The number of stocks meeting 100% of the strategies tests has risen this month, with Five Below, Lululemon and Lam Research added since last month. Visit Validea.com to access in-depth stock analysis and tools designed to emulate Buffetts proven investment principles.
52 
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). But the second part is the contextualizing side of the equation: You dont spend 1925 dollars today; you spend 2025 dollars. Money Delusions: What Do People Get Wrong About Money?
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Validea
MAY 15, 2025
As of May 2025, Buffetts Berkshire Hathaway holds roughly $3 billion of Visa and $2.3 Key Fundamental Metrics (as of May 2025) Metric Visa Mastercard Price/Earnings 35.8x 40.4x Model Portfolios Based on Legendary Investors Follow portfolios based on Buffett, Lynch, Greenblatt and more. NYSE: V) and Mastercard Inc.
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WiserAdvisor
JUNE 24, 2025
Below are 5 things you can do to safeguard your finances in 2025 from a recession: 1. Once you have a number, multiply it by six. The red numbers in your portfolio are only losses on paper. Selling off your investments if and when the recession hits in 2025 will lock in your losses. It is their natural cycle.
The Better Letter
MARCH 18, 2025
Bracketology (2025 Edition) As my friend Mark Newfield likes to say , the Forecasters Hall of Fame has zero members. Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. Thanks for reading. And he’s right, of course.
75 
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? Anyone who puts up like really big numbers wildly outperforming the market sort of gets feted by the media, and then they sort of fade back into what they were doing.
147 
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%
Validea
JUNE 13, 2025
Carlisle’s approach is built around a central insight: stocks aren’t just tickers or abstract numbers—they’re ownership stakes in real businesses. A concentrated portfolio of deeply undervalued, high-quality companies that could be attractive to strategic buyers, private equity firms, or activist investors. The result?
52 
Nerd's Eye View
JUNE 2, 2025
Welcome to the June 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!
The Big Picture
MAY 20, 2025
In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing?
130 
Carson Wealth
NOVEMBER 4, 2024
However, this shouldn’t be a big surprise because we knew Hurricanes Milton and Helene would weigh on the numbers. September payrolls were revised down by 31,000 to +223,000 jobs, and August was revised down by 81,000 to +78,000 (the first sub-100,000 monthly payroll number since December 2020). But those numbers are backward looking.
96 
Carson Wealth
JANUARY 13, 2025
Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. Monthly numbers can be noisy and so a 3-month average is helpful.
75 
The Big Picture
MARCH 6, 2025
At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025) What is the potential inflation impact of tariffs? To help us unpack all of this and what it means for your portfolio, let’s bring in Austin Goolsbee. So what specific inflation indicators are you watching closely in 2025?
162 
Carson Wealth
JUNE 23, 2025
This week though we want to highlight that the choppy action we’ve seen thus far in 2025 is actually perfectly normal for the third year of a bull market. As anyone who has invested lately knows, things have been quite choppy and frustrating so far in 2025, especially from the February 19 peak to the near-bear market April lows.
78 
Trade Brains
JUNE 15, 2025
With a varied product portfolio that covers a wider variety of applications in over 12 industries and developing fields, such as chemicals, petrochemicals, wastewater management, and renewable energy, KBL has over 2500 active customers. Strong momentum was seen in the African, CIS, SEA, and SAARC markets. of domestic revenues.
Validea
JUNE 16, 2025
We dive into the numbers, examine the some of the portfolio stock selections, and offer guidance on what type of investor each strategy may suit best. View the model portfolios. Strategy Model Name YTD (2025) 5-Year Return Since Inception Inception Date Peter Lynch PE/G Investor +9.5% +23.8% +12.5% HSBC ( HSBC ): +31.6%
52 
The Big Picture
APRIL 29, 2025
Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. First, what is a concentrated portfolio? Tell us a little bit about that.
130 
Random Roger's Retirement Planning
JUNE 2, 2025
We talk about this some but when you try to understand how well a holding has done or how well a portfolio has done, it is important to understand the track record. To be clear, the following portfolios a short a 3x inverse fund. Risk parity generally leverages up on bonds to even out the risk allocation of a multi asset portfolio.
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Random Roger's Retirement Planning
MARCH 11, 2025
How great have the returns been for the Mag 7 stocks for the last couple of years, but so far in 2025 most of them look like they are down mid-teens to mid-20's percent. The first three portfolios are various forms of capital efficiency in that they use leverage as follows. SPYQ is a levered 2x SPY fund that resets quarterly.
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