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 (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Abnormal Returns

JANUARY 5, 2025

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. (noahpinion.blog) The proposed Strive Bitcoin Bond ETF will invest in the debt of companies buying Bitcoin.

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Portfolio Investing Investments 170

Wealth Management

DECEMBER 25, 2024

iCapitals Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors.

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Portfolio 279

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).

Assets 165

Assets Portfolio Accounting Marketing 165

Wealth Management

JANUARY 14, 2025

Morningstar looks at whether investor portfolios should be flipped to 40/60 as bonds become more attractive. Allianz has rolled out two fund of funds that focus on buffer ETFs, reports etf.com. These are among the investment must reads we found this week for wealth advisors.

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Wealth Advisor Investing Investments Portfolio 277

Abnormal Returns

JANUARY 1, 2025

wsj.com) Portfolio simplicity keeps paying off. contessacapitaladvisors.com) Personal finance Whether you have an advisor or not, a financial checklist for 2025. Pay your taxes. axios.com) Consider doing Roth IRA conversions for your heirs. financialducksinarow.com) Returns Chasing higher bank interest rates is losing its appeal.

Taxes 159

Taxes Retirement Banking Portfolio 159

Abnormal Returns

DECEMBER 25, 2024

theretirementmanifesto.com) What's changing for retirement in 2025. morningstar.com) Investing Three easy ways to simplify your portfolio. (awealthofcommonsense.com) Retirement Seven hidden traps of retirement including 'Not focusing on creative endeavors to maximize your fulfillment.'

Financial Advice 146

Financial Advice Retirement Taxes Insurance 146

The Big Picture

JANUARY 2, 2025

Not only do many investors pay attention to this guesswork, but some change their portfolios in response to them. 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. This has proven to be an unproductive strategy.

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Banking Planning Economics Investing 346

Abnormal Returns

APRIL 29, 2025

cashandcarried.substack.com) A diversified portfolio of hedge funds doesn't make a lot of sense. mailchi.mp) European stocks have surged in 2025, but small cap (value) has lagged. (papers.ssrn.com) The risk of investing with a solo manager is real.

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Retail Government Portfolio Investing 146

Wealth Management

MARCH 4, 2025

BlackRock has added its Bitcoin ETF to some of its model portfolios. Morningstar analyzed the mechanics of State Street and Apollos new private credit ETF. These are among the investment must reads we found this week for wealth advisors.

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Wealth Advisor Investing Investments Portfolio 263

Abnormal Returns

APRIL 17, 2025

Decision making Barry Ritholtz, "There is an endless assortment of ways to make mistakes that hurt your portfolio." techcrunch.com) UnitedHealth ($UNH) slashed 2025 earnings guidance. ritholtz.com) Not every problem can (or should) be solved by math. timharford.com) ETFs Investors love CLO ETFs like the AAA CLO ETF ($JAAA).

Medicine 159

Medicine Math Economy Manufacturing 159

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.

Investments 78

Investments Investing Valuation Advertising 78

Abnormal Returns

MARCH 4, 2025

rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. morningstar.com) Research The 2025 Global Investment Yearbook is here. Skew Why investors avoid positive-skew investment strategies. mailchi.mp) Round-ups A round-up of recent white papers including 'A New Paradigm in Active Equity.'

Math 146

Math Assets Economics Portfolio 146

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 147

Financial Advice Ethics Financial Planning Education 147

Abnormal Returns

APRIL 22, 2025

priceactionlab.com) How portfolio diversification has worked in 2025. Markets Gold is a crowded trade. sherwood.news) Why the move in gold matters. morningstar.com) Bonds Treasury bonds have never been risk free. bloomberg.com) Are bonds still a good diversifier?

Startup 159

Startup Sales Media Economy 159

Abnormal Returns

JANUARY 9, 2025

albertbridgecapital.com) Finance The stock market is getting more concentrated, and so are actively managed portfolios. bonddad.blogspot.com) A risk for 2025 is the re-acceleration of inflation. sherwood.news) What you need to know about 2025's Girl Scout cookie season. and European stock market returns? eater.com)

Media 159

Media Economy Portfolio Management 159

Advisor Perspectives

MARCH 31, 2025

Valid until the market close on April 30, 2025 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

Portfolio 98

Portfolio Marketing Marketing 98

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.

Investments 268

Investments Investing Accounting Startup 268

Validea

MAY 1, 2025

Here are the top ten highest scoring stocks according to Validea’s Buffett model for May of 2025. Further Research Top Warren Buffett Stocks Warren Buffett Portfolio More About Warren Buffett The post Ten Top Warren Buffett Stocks – May 2025 appeared first on Validea's Guru Investor Blog.

Valuation 52

Valuation Economics Management Investing 52

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

JANUARY 7, 2025

Here are Validea’s top 10 high shareholder yield stocks for January 2025. Further Research High Shareholder Yield Stocks Shareholder Yield Portfolio The post Validea’s Top Ten Shareholder Yield Stocks – January 2025 appeared first on Validea's Guru Investor Blog.

Investing 52

Investing Investments Portfolio Management 52

Validea

JANUARY 4, 2025

Here are the top ten highest scoring stocks for January 2025. Further Research Top Warren Buffett Stocks Warren Buffett Portfolio More About Warren Buffett The post Validea’s Top Ten Warren Buffett Stocks – January 2025 appeared first on Validea's Guru Investor Blog.

Valuation 52

Valuation Investing Investments Numbers 52

Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

Retirement 79

Retirement Asset Allocation Taxes Portfolio 79

Validea

APRIL 26, 2025

Here are the top 10 stocks using Validea’s Benjamin Graham strategy for April of 2025. Further Research Top Benjamin Graham Stocks Benjamin Graham Portfolio About Benjamin Graham The post Ten Top Benjamin Graham Stocks | April 2025 appeared first on Validea's Guru Investor Blog. Take a Free Trial Today! 3.3% -5.4%

Valuation 52

Valuation Engineering Assets Investing 52

The Big Picture

MARCH 20, 2025

Plainly a fan of movies, music and books, Ritholtz makes a powerful case against individual stock portfolio building via the classic William Goldman line about Hollywood: no one knows anything. Whats fun is that while Ritholtz is preaching a very conservative investing style, his own style of writing and communicating ideas is anything but.

Investing 147

Investing Investments Communication Retirement 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). 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?

Investing 196

Investing Investments Food Ethics 196

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.

Portfolio 148

Portfolio Assets Investing Investments 148

Abnormal Returns

MAY 29, 2023

(wiredplanning.com) Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. rationalreminder.libsyn.com) Austin, TX RWM is coming to Austin, TX!

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

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 165

Investing Investments Financial Advisor Retail 165

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. It applies to your personal portfolio, too. Issue 185 (March 18, 2025) 1 The term “March Madness” was first used by Henry V. Thanks for reading. And he’s right, of course. Now and forever.

Numbers 74

Numbers Marketing Marketing Medicine 74

Validea

APRIL 7, 2025

Here are Validea’s top 10 high shareholder yield stocks for April of 2025. Further Research High Shareholder Yield Stocks Shareholder Yield Portfolio Top Warren Buffett Stocks The post Ten Top High Shareholder Yield Stocks – April 2025 appeared first on Validea's Guru Investor Blog.

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

Advisor Perspectives

APRIL 30, 2025

Valid until the market close on May 31, 2025 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

Portfolio 59

Portfolio Marketing Marketing 59

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. In 2025, the lifetime gift tax exclusion will rise to $13.99

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. He also explores the factors that could influence or offset these effects.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Harness Wealth

APRIL 15, 2025

With interest rates rising and markets cooling in 20232024, many households may find their portfolios are no longer aligned with their long-term goals, making this an ideal moment to revisit your financial strategy. The post What It Takes to Be Wealthier Than Most Americans in 2025 appeared first on Harness.

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Wealth Advisor Taxes Assets Retirement 52