This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them, though additional data indicates that many firms don't have career paths in place that could help next-generation advisors envision their path to firm (..)
peterlazaroff.com) Housing Taxes and insurance are creeping up as a percentage of total home ownership costs. morningstar.com) Investing Three easy ways to simplify your portfolio. (youtube.com) Katti Gatti Tassin and Henah Velez talk about the many downsides of spending too much on your car (or pickup truck).
The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.
The FDIC released the Quarterly Banking Profile for Q1 2025: Net Income Increased from the Prior Quarter, Led by Higher Noninterest Income Quarterly net income for the 4,462 FDIC-insured commercial banks and savings institutions totaled $70.6 percent), weaknesses persisted in certain portfolios. billion, up $3.8 billion (5.8
The Vanguard High-Yield Active ETF would trade under the ticker VGHY and invest at least 80% of its portfolio in high-yield debt, according to a Tuesday filing with the Securities and Exchange Commission. trillion US exchange-traded fund arena.
Review Investment Allocations Markets evolve, and so should your portfolio. Additionally, if you have everything legally buttoned up, don’t forget to fill out the My Portfolio Guide, LLC template that we call a “Letter to My Family” ( click here to revisit that if you haven’t done so already) 8. Absolutely.
barrons.com) Don't let bad energy ruin your portfolio. meaningfulmoney.life) Personal finance The three best inflation hedges are a job, a 30-year home mortgage and a stock portfolio. obliviousinvestor.com) Home insurance rates are only going higher. signaturefd-3437664.hs-sites.com)
The investor who buys a 60/40 stock/bond portfolio isn’t just diversifying across assets. Of course, you can build multi-asset portfolios many different ways. This is also what makes retirement planning so difficult – you effectively lose an asset in your portfolio when your income stops or declines.
Below I pasted an exchange I had with Copilot about a portfolio consistent with what we often blog about. Evaluate the following investment portfolio and compare it to VBAIX. Evaluate the following investment portfolio and compare it to VBAIX. What adjustments can I make to enhance my portfolio? in QLEIX, 4.5%
This week, I speak with Velina Peneva , group chief investment officer at insurance giant Swiss Re. Be sure to check out our Masters in Business next week with Kate Moore , Chief Investment Officer of Citi Wealth ; responsible for overseeing investments, portfolio strategy and asset allocation for the trillion dollars Citi Wealth manages.
Coverage areas include SMAs, ETFs, model portfolios and alternative investing. About the Author David Bodamer Editorial Director, WealthManagement.com David Bodamer covers investments for WealthManagement.com , including hosting the Wealth Management Invest podcast.
Um, and he’ll proudly say I only spend 2% of my portfolio per year, whatever the value is. Portfolio’s, high watermark to think, well, if it’s here, I never wanna see it go lower. Not purchased long-term care insurance and may have really good reasons to not have done so. That’s what I spend.
Moreover, 48% said they would like customized portfolio allocation strategies, and 46% are looking for secure custody and asset protection recommendations. Among investors who have yet to allocate money to these assets, 54% said they were most attracted by potential portfolio diversification.
I’ve mentioned this in the past, but Bitcoin falls into the Defined Duration model as a form of insurance. It’s a super long duration instrument that exhibits huge asymmetric upside at times and gives you an insurance hedge against fiat currency. In fact, traditional finance mastered the art of selling insurance to people.
I like to think of gold as fiat currency insurance, the same way I view something like Bitcoin. I always struggle a bit with assessing gold in a portfolio. And this is why I like to think of it as insurance. By definition, you don’t know how your insurance will perform. It’s down 22% from its 2022 highs.
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock market chart hand finger pointing Alternative Investments Advisors Say Liquidity, Limited Options Block Greater Alts Adoption Advisors Say Liquidity, Limited Options Block Greater Alts Adoption (..)
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. Given the title, I was at first worried, but her talk was fascinating.
This combination of financial resilience and value characteristics makes them particularly attractive to value investors and those seeking more stable, income-generating investments in their portfolios. SIGI Selective Insurance Group Inc 18.9% $93.82 $5,704 25.3 SIGI Selective Insurance Group Inc 18.9% $93.82 $5,704 25.3
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.
In addition to these universal crises, ultra-high net worth (UHNW) individuals may face unique financial risks that can affect their overall net worth and the value of their investment portfolios and/or businesses. Insurance can be a safety net against many types of losses, shielding your assets from unexpected events and liabilities.
Also in industry news this week: A recent report highlights the rapid growth of RIA "consolidators" , with advisors seeking them out for compliance and succession support, though concerns about a potential loss of autonomy and independence from joining one remain The Treasury has delayed until 2028 the effective date for a proposed Anti-Money Laundering (..)
Increase (or Get) Life Insurance Life insurance is one of the easiest tasks to forget, yet it’s crucial if you carry significant debt or have dependents who rely on your income. The truth is, everyone who buys life insurance hopes their loved ones never need to use it, but it’s a true safety net for your family.
RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.
sites.libsyn.com) Katie Gatti Tassin talks with Jeremy Porter about how home insurance and climate change are affecting the housing market. ofdollarsanddata.com) Invest time in your life, not in managing your portfolio. Podcasts Sam Dogen talks with Dr. Jordan Grumet author of "The Purpose Code."
They help you build and manage diversified portfolios aligned with your risk tolerance and time horizon, potentially preventing costly mistakes that self-directed investors might make. Risk Management and Insurance Another reason why talking to a financial planner is worth it involves risk management.
To help us unpack this and what it means for your portfolio, let’s bring in Matt Hougan. Now, the way most people custody their Bitcoin, their Ethereum, their other crypto assets is through regulated, qualified custodians with insurance from leading insurance providers who have been doing it this for years.
Bloomberg ) see also The Worst Housing Market in America Is Now Florida’s Cape Coral : Home prices have been battered by everything from overbuilding to insurance costs. Financial Times ) • How a Lawyer in the Hamptons Became the King of DWI Cases : For elites inclined to hedonistic summers, criminal defense lawyer Edward Burke Jr.
The panels centered around a general theme of growth, whether how to diversify portfolios to grow, strategies to boost AUM and clients and AI best practices to improve an advisors' business. on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients.
From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. But those connections are brittle, proprietary and sometimes dependent on manual intervention. The rise of agentic AI changes that completely.
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. Here’s what to focus on: List your assets: Include properties, investments, savings, retirement accounts, insurance, and personal valuables.
Whether it’s investment planning, retirement planning, tax strategy, estate management, insurance planning, or holistic money management, the CFP designation proves that you can deliver advice that is both competent and client-centric. CAs, CFAs, MBAs wanting to add personal financial planning expertise to their portfolio.
Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. We do some things, such as bulk uploads of quarterly systems or bulk uploads of invoices, and some of those things are a lot easier when Orion is our portfolio management system. We couldn’t do that necessarily with eMoney.
Okay, this isn’t really about tariffs, but it is related to the way tariffs have impacted my portfolio. I needed more certainty in my portfolio and after having gone thru the last few weeks I can’t tell you how powerful I think this approach actually is. 3) How About that Countercyclical Indexing?
To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan. And the second, is you need to size your portfolio appropriately. If I’m an investor and I want to put 2 or 3% of my portfolio into coins, what do I do? Let’s start with just the basics, Matt.
We believe that this integration will further strengthen our competitive advantage by building deeply personalized client portfolios, focusing on what is unique to each client. Coverage areas include SMAs, ETFs, model portfolios and alternative investing.
We also covered questions about offering financial advice to family members, how to lower your auto insurance rates, how many years worth of fixed income you need in your portfolio and how to begin the estate planning process.
At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. Hence, financial advisors can consider building a network of professionals that includes lawyers, tax planners, insurance specialists, etc.
With insurance, for example, you can use words like guaranteed and lifetime income in your conversations. Although, what do you tell clients who are worried about their stock portfolio? Years ago, insurance agents sold insurance, stockbrokers sold stock, and so forth. Everyone stuck to their primary line of business.
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.
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. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. The real issue? Equities, by design, are volatile.
Eva is group Chief Investment Officer for insurance, giant Swiss Ray. Swiss Ray is a global, very well known insurer and reinsurer. Not only are they the insurance company for insurance companies, but they have a variety of lines of business. They cover just about everything that’s out there. I had a few a, p and L.
One of the investment strategies I wrote about in detail in my forthcoming new book was Buffett’s 90/10 stock/T-Bill portfolio. It’s a very aggressive portfolio and he likes to utilize the T-Bill allocation as an insurance hedge of sorts. But why is Buffett able to remain so persistently aggressive?
Reevaluate Your Asset Allocation If watching your investment portfolio fluctuate causes anxiety, your current allocation might be too aggressive. The less you dip into your portfolio during market downturns, the better your chances of recovering when the markets rebound. Consider shifting towards a more conservative approach.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content