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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

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2 Stocks to buy now for an upside of up to 19%; Recommended by Trade Brains Portal

Trade Brains

With a large distribution network that includes 3,636 branch and satellite offices, LIC operates in 36 states and union territories and has over 14.87 The percentage of ANANDA policies was 8.49% in FY25 compared to 5.85% in FY24, and the number of active agents in the ANANDA app increased by 32.68% to 294 in FY25 from 222 in FY24.

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2 Stocks to buy now for an upside of up to 23%; Recommended by Trade Brains portal – June 11

Trade Brains

REC finances the entire power-infrastructure sector, which includes renewable energy, transmission, distribution, and generation. Its trade name is Dailyraven Technologies Private Limited, and its SEBI-registered research analyst registration number is INH000015729. Investments in securities are subject to market risks.

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The Traditional IRA vs. the 401(k) Plan – Which Plan Wins?

Good Financial Cents

When you turn age 72, you’re required to begin receiving distributions from the plan. The distributions are generally based on your remaining life expectancy. And because that expectancy reduces as each year passes, the percentage distributed from your plan will increase slightly.

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Can You Lose Money in a Roth IRA?

Good Financial Cents

Roth IRAs have a number of benefits, including: Tax-free growth: The money in your Roth IRA grows tax-free, which can result in a larger balance over time. No RMDs: Unlike traditional IRAs, Roth IRAs do not have required minimum distributions (RMDs) during the account holder’s lifetime. Required minimum distributions (RMDs).

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Start Planning Your Retirement Early to Save Enough and Plan Better

WiserAdvisor

It takes strategic foresight, hard numbers, and smart decisions that begin well before your final day at work. That means the real answer to what’s the earliest you can retire depends far more on your investment portfolio , retirement lifestyle, and medical coverage strategy than on a number printed on your birth certificate.

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17 Best Ways to Invest $2,000 to $3,000

Good Financial Cents

High-Yield Certificates of Deposit. While investing $2,000 to $3,000 can help you make progress towards any number of financial goals, there are situations where you may need to access your money in the near term. High-Yield Certificates of Deposit. Table of Contents Best Short-Term Investments for $2,000 to $3,000.