Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.

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Trade Brains

NOVEMBER 5, 2024

This article explores firms with significant order books relative to their market capitalization, offering insights into their business performance and investment potential. Infra Engineering Limited: H.G. Infra Engineering Limited share price : Shares of H.G. Infra Engineering Limited are trading at Rs.1,320,

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Trade Brains

JUNE 24, 2025

This pool is then managed by a professional, known as a fund manager, who invests it across different financial assets—primarily stocks, but sometimes also in bonds or cash instruments. If you’re planning to stay invested for at least 8 years and want a slightly more stable ride compared to small-cap funds, this is a strong contender.

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Validea

NOVEMBER 16, 2024

In a landmark paper titled “Migration,” finance luminaries Eugene Fama and Kenneth French uncover the dynamic mechanisms driving two of investing’s most studied phenomena: the small-cap and value premiums. The Triple Engine of Value Stock Returns The value premium, it turns out, has three distinct drivers.

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International College of Financial Planning

NOVEMBER 18, 2024

My education had been in engineering, and I spent over two decades working in technical IT roles. I decided to take a closer look at my own investments and realized something shocking: I had been managing my money carelessly. My investments were managed through my bank, but there was very little guidance or adjustment over the years.

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WiserAdvisor

JUNE 17, 2025

They can reshape sectors and industries and impact your investment decisions. Let’s dive into some of the key future investment trends and concerns that are already making waves in 2025 and are likely to gain even more momentum in the months ahead. 4 future investment trends and concerns to keep an eye on in 2025 1.

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Trade Brains

JUNE 9, 2025

Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. crores, the share of Azad Engineering Limited has reached an intraday high of Rs. Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. lakh shares.

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The Big Picture

JULY 1, 2025

The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , is below. Eva is group Chief Investment Officer for insurance, giant Swiss Ray. Really a fascinating conversation with someone who is uniquely situated in the investment world. It was the best from the investment banking teams.

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Random Roger's Retirement Planning

FEBRUARY 8, 2025

As we've discussed in other posts recently, some holdings might more reliably have higher returns providing a disproportionate amount of the portfolio's growth while other holdings might provide downside protection and a disproportionate amount of yield to help smooth out the ride.

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Financial Symmetry

JUNE 11, 2025

Over time, our program has grown into a foundational development engine, helping to shape the services Financial Symmetry offers and the team culture itself. We encourage other firms to approach internships with intentionality, know what you need, create clear goals, and invest in mentorship. 06:42] Internship growth and uniqueness. [12:06]

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Harness Wealth

APRIL 17, 2025

Within the DAF structure, all investment growth occurs in a tax-free environment, potentially enabling one to distribute significantly more to charities than the initial contribution. Facing a substantial windfall from a bonus, business sale, or investment gain? Table of Contents What Are Donor-Advised Funds, and How Do They Work?

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Random Roger's Retirement Planning

NOVEMBER 20, 2024

The growth of the portfolio takes care of that. And a personal note, Walker Fire needs to replace it's Type 1 engine. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. I've been dismissive of that part of the rule.

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Random Roger's Retirement Planning

MAY 4, 2025

Buffet said the last "45 days, 100 days" was nothing in the context of long term investing and holding on to strong companies and included in my chart, narrower ETFs. People used to view bonds, particularly long-end interest rates, as the ballast for and protection engine in a portfolio.

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The Big Picture

MAY 20, 2025

And the firm is really a very interesting mix of quantitative value-based and factor-based investing. Let, let’s, for people who may not be familiar with the firm and your background, let’s start with how your interesting and unusual career BS in engineering, ba in philosophy from Swarthmore. It’s great to be here.

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The Big Picture

APRIL 29, 2025

Eventually, he becomes CEO of Voya when the parent company spun out the US holdings into a separate entity, really an a, a fairly unique career path and is sort of uniquely situated to look at the world of investing. Their focus is on generating alpha with high conviction concentrated portfolios.

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Abnormal Returns

MARCH 21, 2025

ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz's "How NOT to Invest" is a master class for investors. sherwood.news) How well do AI search engines cite actual sources? Markets Nvidia ($NVDA) stock is struggling. sherwood.news) European stocks are not struggling.

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The Big Picture

MAY 16, 2025

This week, I speak with John Montgomery , CEO, Founder and Portfolio Manager of Bridgeway Capital Management. His responsibilities include the firms strategic direction, investment management and risk oversight, portfolio management, and mentoring.

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Midstream Marketing

OCTOBER 29, 2024

A major issue is not having enough time in a busy day that includes client meetings and managing portfolios, especially when considering the needs of clients’ family members. Specialization: Do you focus on a certain area, like retirement planning, estate management, or investment advice for tech entrepreneurs?

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Midstream Marketing

NOVEMBER 6, 2024

Are you aiming at young workers who need help with investing? Content Consumption Habits: This looks at their favorite social media platforms, how often they use search engines, and how they engage with different types of content. They show you what your competitors are doing and let you check how your website ranks on search engines.

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Trade Brains

JUNE 30, 2025

Founded in 2008 (originally as IIFL Wealth Management), it specializes in financial services such as wealth management, asset management, portfolio management, corporate treasury solutions, and lending. Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

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The Big Picture

MARCH 4, 2025

Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. Previously she was co-head of the bank’s Innovation Economy Group.

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Trade Brains

JUNE 9, 2025

They specialize in the manufacture of parts and systems for various industries, including Cement, Oil & Gas, and engineering sectors. Wealth First Portfolio Managers Limited Wealth First Portfolio Managers is a financial services company that offers wealth management and investment advisory services to individuals and institutions.

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Inside Information

DECEMBER 1, 2024

And this is AFTER you spend the better part of an hour on detailed prompt engineering. I think my cats have more judgment about the investment markets and planning strategies than any of the algorithms I’ve looked at, and we are perhaps 50 years away (if not more) from AI-driven human empathy or wisdom. Those are rote tasks.

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Trade Brains

JUNE 22, 2025

Its product portfolio includes wires, cables, fans, lighting, switches, switchgear, solar products, and domestic appliances. The company also undertakes engineering, procurement, and construction (EPC) projects and has numerous manufacturing facilities across India. Investing in equities poses a risk of financial losses.

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Trade Brains

JUNE 18, 2025

Finance & Investments Even yet the unchallenged champion, finance has traditionally been the incubator of billionaires. From hedge fund kings and private equity masters to investment bankers and wealth managers, the world of finance provides virtually unparalleled conditions for compound growth of capital.

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Trade Brains

JUNE 15, 2025

Investing directly in defence company stocks can be tough, especially because many of them are expensive, and it’s hard to build a well-balanced portfolio. By choosing a defence mutual fund, investors can benefit from the growth of India’s defence industry without needing to pick individual stocks or invest large amounts.

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Validea

APRIL 26, 2025

Benjamin Graham, widely recognized as value investing’s founding father, established a methodical framework for identifying undervalued stocks that continues to guide investors decades later, most notably his famous student Warren Buffett. Take a Free Trial Today! BG BUNGE GLOBAL SA 100 $80.91 $10,839 10.0 3.3% -5.4% 1.1% -5.8%

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The Big Picture

JUNE 23, 2025

Yet another extra special guest, Steve Lightly is global co-head of Bond ETFs and investment giant BlackRock. And sometimes portfolios come into the office. So for sure, February, March, 2020, you know, even treasuries, high quality investment grade, you know, the whole thing e everything was seeing dislocation, right?

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The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And I, I found it to be an absolutely fascinating conversation. That’s exactly right.

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Trade Brains

JULY 25, 2025

Rajoo Engineers Limited Rajoo Engineers Limited is an Indian company that manufactures and supplies plastic processing machinery, including extrusion lines, extrusion blow molding, and injection molding machines. On July 24th, Rajoo Engineers was excluded from the ST-ASM Framework by the stock exchanges.

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Trade Brains

JULY 18, 2025

is active in three main areas: Automotive Components, Engineering Tools, and Aerospace. To enhance its focus, the company is gearing up to establish two specialised subsidiaries, one dedicated to defence and aerospace, and the other to auto components, electric vehicles (EVs), and engineering consumables. Currently, Raymond Ltd.

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The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. Because you were not just in the investing side, correct. As baby analysts.

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The Big Picture

JULY 15, 2025

My biggest client turned out to be the Merrill Lynch Investment Strategy Group. And so I just worked my way through Wall Street and, and eventually, you know, but if you had said to me when I graduated at Hamilton that I was gonna end up being the Chief Investment strategist at Merrill Lynch, I would’ve said, you’re crazy.

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Trade Brains

JULY 17, 2025

The company provides quay and marine, crane and engineering services, low-carbon logistics projects, storage and warehousing, used port equipment sales, and more. The company invested Rs 8,467 crore in capital expenditures in FY25. Investing in equities poses a risk of financial losses. It generated 3.46 From 26.8%

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Trade Brains

JUNE 29, 2025

600 crore ($71 million) from the National Investment and Infrastructure Fund, boosting its valuation to $1.3 The company aims to achieve 30-40 percent of its total sales from EVs by FY30 and plans to invest ~Rs. HBL Engineering Limited With a market cap of Rs. Investing in equities poses a risk of financial losses.

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Random Roger's Retirement Planning

JANUARY 10, 2025

Our conversation here might be getting some mainstream traction from Barron's with the article The 60/40 Portfolio Isnt Doing Its Job. We have a new to us Type 1 Engine, a truck for structure fires, on its way to us from Pennsylvania. It May Be Time to Ditch Bonds. Finally, big news for Walker Fire.

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Trade Brains

JULY 10, 2025

IREDA’s asset quality showed improvement in FY23 and FY24, but Q1 FY25-26 witnessed a sharp rise in Gross NPA, jumping to ₹3,302 crore (4.13%) and net NPA to ₹1,615 crore (2.06%), reflecting one-off stress despite underlying portfolio stability. Investing in equities poses a risk of financial losses. 50 lakh annually in 54EC bonds.

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