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Weekend Reading For Financial Planners (December 28–29)

Nerd's Eye View

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 (..)

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Personal finance links: relying on experts

Abnormal Returns

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).

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

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.

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FDIC: Commercial Real Estate "Past-Due and nonaccrual" Highest Since 2014

Calculated Risk

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

Banking 251
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Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Wealth Management

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.

Planning 268
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42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!

Dear Mr. Market

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.

Budgeting 105
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Personal finance links: the idea of enough

Abnormal Returns

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)