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Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)
Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)
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 (..)
You're 81 and been taking income from your portfolio for 15 years, what matters to you more, that you can continue to take what you need from your portfolio or that four year run in your mid-50's when you beat (or lagged) the market? If you're 81 and can no longer meet your income need from your portfolio, that is what matters.
Um, and he’ll proudly say I only spend 2% of my portfolio per year, whatever the value is. Portfolio’s, high watermark to think, well, if it’s here, I never wanna see it go lower. So we’re talking about spending in retirement and, but we have yet to talk about drawing down portfolios. You can get, uh, a.
These companies manage profitable real estate portfolios across various sectors. Portfolio Diversification: Through REITs, investors gain exposure to various property types. Diversification across multiple REITs is crucial to minimise risk and build a resilient portfolio that can withstand market fluctuations. What are REITs?
In this article, James Liu, CEO of Clearnomics, and Sydney Squires, Senior Financial Planning Nerd, address how advisors can navigate tariff-related conversations by leading with empathy, listening carefully to clients' concerns, and framing the conversation in a way that helps clients feel calm and grounded.
The article suggests they were more interested in their own financial well-being than that of their clients. 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.
Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)
trillion) Agency MBS portfolio with an estimate weighted average life of 8 - 9 years to just slowly roll off adds even more to this private-sector maturity transformation. To end this very long article, here is a list of SOMA purchases (add-ons) of Treasury notes and bonds at this years auctions to date.
Morningstar did a quick writeup on model portfolios. The article wasn't too insightful but there was an example of a model portfolio and then an example of how to customize that same model. All I tried to do was simplify the portfolio, not do anything to improve it. This sort of modeling is not something I have ever done.
On a sequential basis, its Gross Loan Portfolio (GLP), excluding write-offs, grew by 3.1%, reflecting steady credit deployment aligned with MFIN Guardrails. Portfolio at Risk (PAR) metrics showed a broad-based decline across all-time buckets. As of June 2025, the GLP stood at Rs. 26,055 crore, slightly up from Rs. PAR 0+ improved to 5.9%
Moreover, 48% said they would like customized portfolio allocation strategies, and 46% are looking for secure custody and asset protection recommendations. Forty-six percent said they wanted to learn through in-depth video tutorials or courses, and 44% preferred educational articles or blog posts.
The article exposes the best-performing small-cap, mid-cap, and thematic funds in 2025 with their performance measures, plus the importance of a long investment horizon and risk knowledge. Written by Hiten Chauhan The post Top Performing High-Risk Funds That Delivered High Returns in 2025 – Are They in Your Portfolio?
In this article, we’ll explore how crypto index ETFs are structured, how they differ from single-asset products, and how financial professionals can incorporate them into diversified portfolios with clear goals around sizing, suitability, and risk management.
In this article, we’ll explore how crypto index ETFs are structured, how they differ from single-asset products, and how financial professionals can incorporate them into diversified portfolios with clear goals around sizing, suitability, and risk management.
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.
Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. The chart below shows how cumulative US stocks versus bond returns can impact a portfolio over time. Thats not their job.
Also in industry news this week: According to a recent survey, 40% of financial advisory clients would switch to an advisor who offers estate planning services, with help with specific tasks like beneficiary designations or tax strategies as the most sought-after service among respondents RIA M&A activity set a first-quarter record to start the (..)
Our Portfolio Manager, Chad NeSmith, CFA, CFP was recently quoted in an Associated Press article discussing how retirees are reacting to the market volatility spurred by the latest tariff announcements. To read the full article, visit: [link] Hyperlinks on this site point to sites beyond this page.
Seeing your portfolio fluctuate can trigger an emotional response, and the instinct may be to make immediate changes. Rather than reacting to short-term volatility, now is a great time to take a step back and review your investment portfolio. During times like these, its natural to feel uneasy.
7 Steps to discovering your money values Expert tip: Set reminders to revisit your money values FAQs about money values Articles related to money values Start living in line with your money values today! This could include saving for a down payment on a home, contributing to retirement accounts, or growing an investment portfolio.
These companies deliver exceptional financial performance while maintaining robust credit portfolios. Bajaj Finance’s comprehensive product portfolio caters to diverse customer segments, strengthening its market presence. Their risk assessment expertise contributes to portfolio quality management. Do you hold it?
Many people have managed their own investment portfolios and have seen great results. That is exactly what this article explores. You make all the decisions, choose the funds or stocks you are interested in, and build your financial portfolio solo. If you want to review your portfolio during your lunch break, go ahead!
Sambhv Steel Tubes has a diversified product portfolio in steel tubes. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Its manufacturing facilities are strategically located for market access.
From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. But those connections are brittle, proprietary and sometimes dependent on manual intervention. The rise of agentic AI changes that completely.
This article will help you evaluate whether it’s still a good time for clients to gain Bitcoin exposure—even after its recent all-time high—and how to do so responsibly.
But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? How Volatility Affects Investment Returns Volatility can send the value of your portfolio on an uncomfortable roller coaster ride. If youre looking at your portfolio daily, the news may seem alarming at times.
This article explores firms with significant order books relative to their market capitalization, offering insights into their business performance and investment potential. The portfolio includes diverse projects like the Karnal-Munak Road and Varanasi-Ranchi Kolkata Highway. Infra Engineering Limited: H.G. Order Book Looking at H.G
It is very important trait for portfolio construction. We talk about this point a few different ways including the barbell theory of concentrating risk into a narrow slice of the portfolio. Lastly, an article for retirees about how they can navigate their portfolios through choppy markets.
This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Portfolio rebalancing: Selling underperforming assets helps investors maintain an optimal asset allocation.
Power Firms that are Ready for Future Mining Demand Tata Power’s extensive renewable energy portfolio could serve future crypto mining operations seeking sustainable power solutions. JSW Energy’s expanding renewable portfolio presents another promising option for mining operations. appeared first on Trade Brains.
In this article, we will understand the details of this announcement and its impact on India’s small banking sector. Citi believes the shift will help ease SFB’s dependence on MFIs and aid in portfolio diversification. Most SFBs have well over 75 percent in PSL, and lended primarily due to the location of microfinance exposure.
Content marketing: Share helpful tips through blog posts, articles, and white papers. Think about using technology to improve processes. Create clear goals and objectives for the team. Check performance often to make changes when needed. Public relations: Share your knowledge in industry publications and local news.
During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. On one hand, youre getting a lower rate on your mortgage, but on the other, you may own mortgage-backed securities as part of your bond portfolio.
Valid until the market close on July 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.
In this article, we’ll walk through some of the most common investment mistakes retirees make. When your portfolio leans too heavily in one direction, even a small downturn can lead to large losses. Investors who concentrated their portfolios in tech saw their savings take a painful hit. Also, rebalance your portfolio regularly.
Bloomberg has an article that takes a different approach to why bonds with duration are a bad way to go , making more of a fundamental case related to demography causing inflationary pressure leading to higher interest rates from here. Where Portfolio 3 should zero out, it's pretty close to doing just that.
A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Your concentrated position is a large technology stock, currently occupying 30% of your portfolio.
How about that for a headline from a Marketwatch article, here's the link via Morningstar. The research cited in the article points to $1.25 Part of adaptability is not making bad portfolio decisions like being too conservative with your portfolio. That period includes quite a few multi-year declines.
In this article, well explore a step-by-step process to help you systematize client transitions, leveraging insights from experienced coaches Steve Sanduski and Amy Koenig. We’ve worked together for many years to develop and refine the strategies we use to manage our clients’ portfolios. [He/She]
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In this article, we’ll break down the concept of waterfall wealth distribution, its benefits, and how it compares to traditional investment strategies. Traditional investment strategies focus on portfolio diversification and market performance. While effective, they often lack a prioritization system.
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