Validea

NOVEMBER 25, 2024

Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig appeared first on Validea's Guru Investor Blog.

Portfolio 52

Portfolio Investing Investments Retail 52

Carson Wealth

JANUARY 8, 2025

One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio. 1 But working with a financial advisor has many additional benefits that can go beyond returns. Lets explore a few of these.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

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 85

Retirement Asset Allocation Taxes Portfolio 85

Nerd's Eye View

APRIL 29, 2025

In this episode, we talk in-depth about how Gideon shaped his firm's staffing to have a higher ratio of advisors to operations staff to serve clients on the Wealth Builder side (given the often extensive planning needs of mid-career professionals) compared to the firm's retired clients (whose plans often stay relatively stable but who need regular (..)

Clients 130

Clients Financial Advisor Planning Assets 130

Darrow Wealth Management

MARCH 3, 2025

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. Remember, markets move.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

Alpha Architect

JULY 3, 2025

While there’s no right answer, the way you structure your portfolio can have significant implications for returns, costs, and even your own behavior as an investor. If you’re a factor investor, there will come a time where you will have to choose between mom and dad: Should you combine or separate your factor exposures?

Portfolio 106

Portfolio Education Investing Investments 106

Validea

JUNE 13, 2025

A concentrated portfolio of deeply undervalued, high-quality companies that could be attractive to strategic buyers, private equity firms, or activist investors. After a tough stretch in 2022–2024, it is the top-performing Validea portfolio in 2025 YTD , up 25.7% The result? Notably: It soared in 2009 , returning 153.9%

Valuation 52

Valuation Portfolio Investments Investing 52

Clever Girl Finance

JANUARY 10, 2025

In yourcareer, financial considerations often guide decisions such as accepting a job offer, pursuing higher education, or starting your own business. This could include saving for a down payment on a home, contributing to retirement accounts, or growing an investment portfolio. If you value adventure, save for a dream trip.

Ethics 98

Ethics Budgeting Retirement Accounting 98

Validea

MARCH 3, 2025

Elliott’s decade of experience leading research at one of the world’s premier hedge funds provides a rare window into institutional-level thinking that individual investors can apply to their own portfolios.

Economics 52

Economics Portfolio Economy Marketing 52

Yardley Wealth Management

DECEMBER 17, 2024

Investment Strategy Refinement The investment landscape continues to evolve, and your portfolio should reflect both current market conditions and your long-term objectives. Family Financial Planning If you have children, 2025 might be the year to establish or boost their college savings through 529 plans or other educational savings vehicles.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Yardley Wealth Management

SEPTEMBER 10, 2024

Diversify Your Portfolio Diversification is key to successful retirement investing. By spreading your investments across various asset classes, sectors, and geographic regions, you can reduce your portfolio’s overall risk. It’s important to regularly review and rebalance your portfolio to maintain your desired level of risk and return.

Retirement 40

Retirement Risk Tolerance Investing Investments 40

WiserAdvisor

JUNE 16, 2025

Because what good is a strong portfolio if it cannot stand the test of time and come to your rescue even as the years go by? It is easy to get caught up in growing your wealth, chasing high-net-worth investment opportunities , or expanding your financial portfolio, but wealth preservation deserves just as much of your attention.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Carson Wealth

JANUARY 22, 2025

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.

Investing 52

Investing Investments Marketing Marketing 52

International College of Financial Planning

JUNE 17, 2025

The platform is expected to expand its offerings to include ETFs, global bonds, and diversified portfolios. It enables NRIs, foreign portfolio investors (FPIs), and overseas institutions to invest in Indian markets while adhering to RBI and SEBI norms.

Compliance 40

Compliance Education Economics Investments 40

Validea

OCTOBER 28, 2024

We discuss: – The limitations of dividend-focused investing strategies – Asset allocation insights from the Talmud – A different perspective on the Fed’s recent performance – Meb’s view on wealth as a means to freedom – The case for significant trend following allocation in portfolios – The question Meb (..)

Asset Allocation 52

Asset Allocation Assets Wealth Management Valuation 52

International College of Financial Planning

JULY 11, 2025

Whether it’s chasing overpriced stocks during a bull run or exiting equity portfolios in a panic during a market fall, the problem is rarely the market itself. As India’s leading institution for CFP® education, we have nurtured thousands of future-ready financial planners who combine analytical depth with human insight. The real issue?

CFP 40

CFP Financial Planner Certification Marketing 40

Darrow Wealth Management

MARCH 13, 2025

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.

Management 83

Management Taxes Estate Planning Asset Allocation 83

International College of Financial Planning

JULY 9, 2025

We have a great deal of participation in high ticket size products like Portfolio Management Services (PMS) & Alternative Investment Funds (AIF). Some mind-boggling statistics at this point in time, the MF AUM is in excess of 70 Lakhs crores as of end May 2025. We do not have sufficient qualified advisors servicing this quantum of money.

CFP 40

CFP Wealth Management Certification Asset Allocation 40

Trade Brains

JUNE 23, 2025

PSL norms make it mandatory for the banks to allocate a portion of their lending to specific sectors of the economy, like MSMEs, export credit, education, housing, social infrastructure, renewable energy, weaker sections, etc. Citi believes the shift will help ease SFB’s dependence on MFIs and aid in portfolio diversification.

Banking 52

Banking Risk Management Education Portfolio 52

WiserAdvisor

JUNE 13, 2025

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. Take the year 2022, for example. Technology Index dropped more than 35%. NASDAQ fell over 33%.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Validea

DECEMBER 17, 2024

Whether you’re a professional investor or managing your personal portfolio, this episode offers important insights into how to think about markets and risk in a systematic way.

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Darrow Wealth Management

FEBRUARY 26, 2025

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.

Marketing 56

Marketing Marketing Retirement Portfolio 56

Harness Wealth

NOVEMBER 12, 2024

Consider 529 Plans A 529 Plan is a tax-advantaged investment account specifically designed to fund education costs. This can be a particularly useful method for estate planning and maximizing tax benefits, as the funds grow tax-free when used for qualified education expenses.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

International College of Financial Planning

JULY 2, 2025

Here’s the pathway under the current education structure: Investment Planning Specialist – Focuses on asset classes, portfolio strategies, and wealth accumulation. CAs, CFAs, MBAs wanting to add personal financial planning expertise to their portfolio.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

SEI

JULY 15, 2025

They provide capital in the form of debt, equity, or hybrid instruments and are often actively involved in advising or supporting the businesses in their portfolios. based “eligible portfolio companies” valued at less than $250 million. This information is for educational purposes only and should not be considered investment advice.

Distribution 52

Distribution Taxes Wealth Management Financial Services 52

The Big Picture

JULY 1, 2025

Velina Peneva : I think that the, the clients understand that when you’re thinking about portfolio construction, you can have only so much allocation to a given geography redundancy to a different industry sector. And we need to have a portfolio that can cover liability. And if you look at our portfolio, we are 85% fixed income.

Investing 144

Investing Investments Consulting Insurance 144

Nerd's Eye View

JANUARY 13, 2025

We're also further expanding our more 'deep-dive' educational programs. , and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year!

Financial Advice 147

Financial Advice Ethics Education Financial Planning 147

WiserAdvisor

JUNE 4, 2025

The challenge that professionals now face is no longer educating clients from scratch but helping them improve their financial decisions and personalize solutions to their exact needs. These new and emerging assets are now becoming part of how people transact, store value, and diversify their portfolios.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Workable Wealth

NOVEMBER 25, 2020

When you actively contribute to your workplace retirement account, invest in a separate portfolio , and funnel money into your savings account, it can be difficult to open – let alone manage – another account. Establish a 529 Plan When it comes to saving for your child’s education, the earlier the better. Yeah, probably never.

Taxes 52

Taxes Retirement Education Accounting 52

Carson Wealth

JUNE 9, 2025

This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. Close to 63% of jobs created in May were in the non-cyclical sectors of health care and social assistance and private education (+87,000).

Economics 69

Economics Marketing Marketing Economy 69

Midstream Marketing

NOVEMBER 5, 2024

Get advice on creating content, such as combining educational and promotional posts, and using questions from clients. Balancing Educational and Promotional Content Your social media content should do more than just promote your services. These educational posts help people know your brand better and build trust.

Media 52

Media Financial Advisor Marketing Marketing 52

Validea

JUNE 6, 2025

Mohanram’s research showed that investment portfolios built around high G-Score companies, combined with short positions in low-scoring ones, have consistently outperformed the broader market through different economic conditions. 7 PRDO PERDOCEO EDUCATION CORP $33.27 $2,180 14.7 8 BCPC BALCHEM CORP $165.54 $5,399 39.7

Education 52

Education Investments Investing Economics 52

Validea

JUNE 9, 2025

Model Stock Portfolios – View real-time portfolios based on individual guru strategies. Investment Education & Videos – Short videos explaining valuation metrics, investment philosophies, and how to use our tools.

Valuation 52

Valuation Healthcare Accounting Investments 52

Zoe Financial

JUNE 20, 2025

They are not real clients and are intended solely for educational purposes. Have I reviewed my portfolio for tax-smart strategies like direct indexing or loss harvesting? He’s already saving aggressively, but wants to reduce long-term tax drag and better structure his investment strategy.

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

Validea

MARCH 31, 2025

Main Topics Covered: Paul Tudor Jones approach to avoiding complacency by evaluating your portfolio as if you started it today. From risk management to overcoming failure, this episode blends Schwagers expertise with Jack and Matts commentary, offering valuable takeaways for investors of all kinds.

Risk Management 52

Risk Management Media Management Taxes 52

Indigo Marketing Agency

JUNE 12, 2025

Most financial advisors enjoy working with hardworking, educated, long-term planners who have money to invest today for a respectable return tomorrow. In this case, your target audience is in or near retirement and they want investment strategies that produce portfolio income. Watch now: Engaging With a Digital Audience 3.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Carson Wealth

JANUARY 23, 2025

Tomorrow Bucket: Time Horizon: 210years Purpose: Medium-term goals and lifestyle expenses Investments: Bonds, income-producing strategies, lifestyle portfolios Designed for moderate growth and income, this bucket can help you navigate intermediate needs while managing risks like sequence of returns. Ready to start your bucketing journey?

Financial Planning 52

Financial Planning Planning Risk Tolerance Retirement 52