article thumbnail

RIA Model Portfolio Assets Rose 5.5% in Q1

Wealth Management

Industry-wide, model portfolios contain $7.7 trillion by 2029, according to a Broadridge Financial report. trillion in assets and are projected to grow 15% annually to $13.2

Portfolio 154
article thumbnail

Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. Long-term policy rate expectations have climbed to 4.4% (based on the expected 2029 policy rate). A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 7521978.1._011325_C

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

EV stocks to watch as India’s EV market set to hit $114 billion by 2029, growing at 66.5% CAGR

Trade Brains

billion by 2029, implying a remarkable CAGR of 66.52 Following are a few EV stocks to watch as India’s EV market is expected to reach ~$114 billion by 2029 and grow at a CAGR of 66.5 The company is engaged in offering a wide and diverse portfolio of cars, sports utility vehicles, trucks, buses and defence vehicles to the world.

article thumbnail

Key Trends and Concerns for Investors in 2025

WiserAdvisor

Looking ahead, the ESG space certainly seems interesting and offering it a place in your portfolio can help you potentially build wealth as well as make a real change in the world. This has massive implications for how you invest and manage your portfolio. So, they can fit neatly into a traditional portfolio just like any other asset.

article thumbnail

Market Commentary: Better Times May Be Ahead Despite the Market’s Reaction to the Last Fed Meeting of the Year

Carson Wealth

Investors currently expects policy rates for 2029 to be at 4.05%, which implies investors dont expect any rate cuts beyond 2025. For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices).

article thumbnail

RSUs 101: An Introduction to Restricted Stock Units

Zajac Group

Taxes and Portfolio Concentration: The Importance of Managing Your RSUs RSUs are relatively simple to manage when compared to employees stock options. This may lead to an inappropriate amount of risk within your portfolio, leaving you overexposed to the ups and downs of a single companys performance.

Taxes 52
article thumbnail

2 Stocks to buy now for an upside of up to 24%; Recommended by Trade Brains Portal

Trade Brains

India’s consumer durables sector is projected to grow at an 11% CAGR, reaching Rs 3 lakh crore by 2029 and becoming the fifth-largest globally by 2025. This broad brand portfolio enables Havells to meet varied market demands while maintaining a strong presence across both premium and mass-market segments. billion in 2025 to USD 19.26