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Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

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Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility

Yardley Wealth Management

Rebalance Regularly: Market volatility can cause your asset allocation to drift away from your target mix of investments. Rebalancing involves selling assets that have performed well and buying assets that have underperformed to bring your portfolio back in line with your target allocation.

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Presidential Elections: What Do They Mean for Markets?

Tobias Financial

Making investment decisions based on the outcome of elections, or how investors think they might unfold, is unlikely to result in reliable excess returns. On the contrary, it may lead to costly mistakes. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.

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Investing for Retirement: Strategies for Long-Term Success

Yardley Wealth Management

Instead, stay committed to your investment plan during both market highs and lows. Remember, successful retirement investing requires patience and discipline. Consider Your Risk Tolerance Knowing your risk tolerance is crucial when designing your retirement investment strategy.

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Top Performing High-Risk Funds That Delivered High Returns in 2025 – Are They in Your Portfolio?

Trade Brains

Also read: Best Performing Multi-Asset Allocation Funds in 2025 – Is Your Fund on the List? Long Term: These funds are suitable for investors whose investment horizon is long-term (5 years or more) to withstand market fluctuations and to give the power of compounding a chance to work. Crores NAV (as of July 14, 2025): ₹215.02

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In The Long Run, Stocks Outperform Bonds… Or Do They?

Nerd's Eye View

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

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Weekend Reading For Financial Planners (March 9-10)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)