Carson Wealth

JULY 16, 2025

This glossary of investment terms to know can be your cheat sheet for spotting red flags (and opportunities) in your portfolio, talking shop with your advisor, and making investment decisions based on understanding, not just gut feelings. This glossary breaks down the key types, their risks, and when and why they belong in your portfolio.

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Wealth Management

JULY 17, 2025

Minopoli, who is also a partner in the new RIA, had previously been the chief investment officer of a team managing a $30 billion portfolio for the Knights of Columbus Asset Advisors. The firm was created by co-founders Anthony Minopoli and Innovative CPA Group founders Charlie Smith and Lauren Shugrue.

Wealth Management 219

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The Big Picture

MARCH 18, 2025

How can we re-engineer our media consumption to make it more useful to our needs? Emotional Decision-Making : We make spontaneous decisions for reasons unrelated to our portfolios. Cognitive Deficits : You’re human unfortunately, that hurts your portfolio. We mix politics with investing. We behave emotionally.

Investing 314

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Midstream Marketing

OCTOBER 30, 2024

RIAs can show their skills by using search engine optimization (SEO) and social media marketing. SEO Tactics for Increasing Online Visibility Search engine optimization (SEO) is key for Registered Investment Advisors (RIAs) to appear online. A strong blend of online channels helps advisors reach more people.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

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. My mutual fund portfolio had grown steadily, but I hadn’t paid much attention to how it was compounding. At 46, I found myself at a turning point. For most of my career, money was just a paycheck—a way to cover expenses and stay secure.

Education 52

Education Financial Planning Management Planning 52

Discipline Funds

NOVEMBER 4, 2024

But don’t vote with your portfolio as your portfolio is going to be agnostic to politics in the long-run. During a recession or crisis policy has a huge multiplier effect whereas during more benign environments the engine of the economy is consumers, innovators and corporations. 1 So get out there and vote.

Economy 59

Economy Government Economics Engineering 59

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.

Assets 52

Assets Engineering Food Communication 52

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. The 4% rule (7% rule maybe) has a built in cost of living adjustment that Bengen thinks is very important. I've been dismissive of that part of the rule. He lives in Arizona coincidentally.

Retirement 52

Retirement Retirement Planning Clients Engineering 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

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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. At Financial Symmetry, our internship program has become a core pillar of our growth, innovation, and client experience. 04:13] Refining processes through internships. [06:42]

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The Big Picture

FEBRUARY 25, 2025

And modern portfolio theory was kind of just coming around. However, if you’re an electrical engineer, it’s not a pejorative. And because indexing was created by a group of electrical engineers and mechanical engineers, they just used what they thought was the sensible terminology. Is That right?

Investing 157

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Random Roger's Retirement Planning

MAY 4, 2025

There are countless, valid approaches to portfolio management but if you pick the right stock or niche, the fundamentals don't unravel and it continues to do what you'd expect it to do, why would you get out of the position? That can serve as a great stabilizer in a portfolio.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

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.

Engineering 71

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WiserAdvisor

JUNE 17, 2025

Looking ahead, the ESG space certainly seems interesting and offering it a place in your portfolio can help you potentially build wealth as well as make a real change in the world. This has massive implications for how you invest and manage your portfolio. Tech giants are also fueling the innovation engine.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investing 59

Harness Wealth

APRIL 17, 2025

Investment growth advantages of donor-advised funds Within the protective shell of a DAF, your assets can be invested across various portfolios aligned with your timeline and philanthropic goals. When managed strategically, investments within your donor-advised fund can potentially multiply your charitable impact by two or three times.

Taxes 52

Taxes Tax Planning Distribution Assets 52

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. Search Engine Advertising: Connect with people searching for financial services through ads on search engines like Google.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

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.

Engineering 130

Engineering Manufacturing Media Economy 130

Inside Information

DECEMBER 1, 2024

And this is AFTER you spend the better part of an hour on detailed prompt engineering. And that means that AI will only be unlocked when software engineers identify a fairly well-defined use case and ‘train’ AI to do certain repetitive functions within that definition. There are, so far, a few examples of this. Those are rote tasks.

Engineering 40

Engineering Financial Planner Compliance Clients 40

Midstream Marketing

NOVEMBER 6, 2024

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. Explain how to manage risks and how to diversify portfolios.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

The Big Picture

MAY 20, 2025

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. You, you were pretty early to computer modeling and statistical methods as a research engineer at MAT, this is the late 1970s.

Management 130

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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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Management Portfolio Management Transportation Engineering 157

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. First, what is a concentrated portfolio? Tell us a little bit about that.

Management 130

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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. The company serves high-net-worth individuals, family offices, and institutional clients. 1,170 per share. 8 per share.

Engineering 59

Engineering Sales Wealth Management Manufacturing 59

The Big Picture

MARCH 4, 2025

And I think a good example of that is within the innovation economy kind of ecosystem overall where, because it is so interconnected, when you think about VC firms funding, you know, portfolio companies, the, those portfolio companies having founders, they’re oftentimes, they’re repeat founders. Anna Luke is my producer.

Banking 130

Banking Economy Startup Marketing 130

The Big Picture

JUNE 23, 2025

And sometimes portfolios come into the office. That got, at that point a lot of attention because now the products have scaled to a level where even the largest investors could use them in their portfolios. Or could we take a low cost bond, ETF as sort of the core of that portfolio? And so that was interesting.

Portfolio 130

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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.

Financial Services 59

Financial Services Manufacturing Wealth Management Portfolio Management 59

Trade Brains

JUNE 18, 2025

Even in 2025, many of the world’s richest people are portfolio managers, stock traders, or financial firm founders. With its potential to grow by any number worldwide, coupled with heavy margins on profit and potential early access to high-paying deals, finance is a natural billionaire-generator.

Manufacturing 52

Manufacturing Healthcare Pharmaceutical Retail 52

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. With a market capitalization of Rs. in a day’s time frame.

Manufacturing 59

Manufacturing Engineering Distribution Food 59

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. Check your portfolio today! That’s where Thematic Defence Mutual Funds come in. are their own, and not that of the website or its management.

Portfolio 59

Portfolio Electronics Assets Investing 59

The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management.

Investing 144

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Validea

APRIL 26, 2025

Further Research Top Benjamin Graham Stocks Benjamin Graham Portfolio About Benjamin Graham The post Ten Top Benjamin Graham Stocks | April 2025 appeared first on Validea's Guru Investor Blog. BG BUNGE GLOBAL SA 100 $80.91 $10,839 10.0 3.3% -5.4% CRI CARTER’S INC 100 $33.87 $1,220 6.6 IMKTA INGLES MARKETS INC 100 $61.12 $1,161 14.7

Valuation 52

Valuation Assets Engineering Investing 52

The Big Picture

APRIL 8, 2025

I don’t think that to work on Wall Street to be a great portfolio manager, to be a great, you know, economist, to be a great strategist that you have to study finance or business administration or go to the Wharton School of Business. Andrew Gavin is my audio engineer. But I, I am a big believer in liberal arts education.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JULY 15, 2025

And fire extinguishers were positions we would take in the portfolio that we could pull off the wall and put out the fire in the portfolio. Like having, you know, cash or gold or all these different things that we would include in our multi-asset portfolios so that people would feel more confident in what was going on.

Numbers 144

Numbers Investing Investments Economics 144

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.

Engineering 52

Engineering Banking Portfolio Management 52

Investing Caffeine

MARCH 25, 2025

United Therapeutics has pioneered genetically engineered pig organs ( xenotransplantation ) by modifying 10 key genes to prevent immune system rejection. Just last November, a genetically engineered pig kidney was transplanted into a patient ( Towana Looney ) under a compassionate use basis granted by the FDA. One wordpigs.

Investing 59

Investing Investments Fiduciary Duty Healthcare 59

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.

Engineering 52

Engineering Manufacturing Investment Advisor Investing 52

Indigo Marketing Agency

MAY 13, 2025

The Top 1% Dont Hope for GrowthThey Plan for It The most successful advisors treat client acquisition like a diversified investment portfolio. These relationships dont happen overnight, but when nurtured properly, they can create a consistent referral engine. You cant scale your business hoping the phone will ring.

Financial Advisor 52

Financial Advisor Clients B2B Estate Planning 52