A Wealth of Common Sense

SEPTEMBER 1, 2023

Rob Isbitts at ETF.com says Jerome Powell’s speech at Jackson Hole is bad news for 60/40 investors: For nearly two decades, investment advisors and self-directed investors came to understand and appreciate “asset allocation” as a complementary combination of stocks and bonds.

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Asset Allocation Portfolio Investment Advisor Assets 124

Trade Brains

JUNE 12, 2025

Foreign Portfolio Investor (FPI), WTCNAM Common Trust Funds Trust Emerging Markets Opportunities Portfolio, purchased a total of around 3.48 As per the latest bulk deal, Foreign Portfolio Investor (FPI), India Capital Fund Limited, offloaded around 8.57 Please consult your investment advisor before investing.

Portfolio 94

Portfolio Investment Advisor Retail Investing 94

The Big Picture

APRIL 6, 2023

Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. We own individual stocks that are in our portfolio mutual funds. Ritholtz Wealth Management is a registered investment advisor or RIA. Active portfolio management strategy? RWM runs over $3 billion in client assets.

Wealth Management 278

Wealth Management Portfolio Management Clients Portfolio 278

Random Roger's Retirement Planning

MAY 15, 2023

I have no idea what SYK will do going forward, I don't own the stock personally or for clients, but if you are allocating to some sort of healthcare theme in your portfolio then chances are being right or wrong won't prove out in just a few months. Put differently, that sort of attribute would add volatility to the portfolio.

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Portfolio Healthcare Wealth Advisor Investment Advisor 75

The Big Picture

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA.

Accounting 353

Accounting Government Assets Management 353

Trade Brains

OCTOBER 29, 2024

Adani Enterprises accumulated revenue primarily from its diversified portfolio, with the infrastructure segment contributing 45% and the integrated resources segment adding 35% in Q2 FY25. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Manufacturing 105

Manufacturing Management Investment Advisor Investing 105

The Big Picture

AUGUST 9, 2024

Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations. This week, we speak with Meir Statman , the Glenn Klimek Professor of Finance at Santa Clara University.

Financial Advising 173

Financial Advising Wealth Management Portfolio Management Investment Advisor 173

Trade Brains

NOVEMBER 3, 2024

These companies deliver exceptional financial performance while maintaining robust credit portfolios. Bajaj Finance’s comprehensive product portfolio caters to diverse customer segments, strengthening its market presence. Their risk assessment expertise contributes to portfolio quality management. Do you hold it?

Financial Services 59

Financial Services Risk Management Portfolio Distribution 59

International College of Financial Planning

JULY 31, 2023

Let’s explore the role of investment advisors in helping individuals avoid these pitfalls and make informed decisions. By becoming an investment advisor, you can assist others in achieving their goals and strengthening your own financial journey. By diversifying investments advisors can help with asset allocation.

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Investment Advisor Investments Investing Risk Tolerance 52

International College of Financial Planning

JUNE 14, 2023

Are you passionate about investments? If so, you can turn your passion into a profession by becoming a SEBI-registered investment advisor. SEBI has introduced guidelines for individuals aspiring to become investment advisors in India. Investment advice can be delivered online or offline channels.

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Investment Advisor Investments Investing Certification 52

Trade Brains

JUNE 14, 2025

His Portfolio choices are closely tracked by retail and institutional investors alike. They have a wide touchpoint network and SaaS products like payroll and tax software in their portfolio. The company’s portfolio includes over 50 medications that address a variety of cancer disorders, such as breast, brain, bone, and others.

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Medicine Manufacturing Healthcare Medical 59

Tobias Financial

MARCH 16, 2025

As you work toward your financial goals, regularly reviewing your investment portfolio is essential. If you have any questions or would like to discuss your investment approach, were here to help. Tobias Financial Advisors is registered as an investment advisor with the SEC.

Investments 52

Investments Investing Risk Tolerance Asset Allocation 52

International College of Financial Planning

NOVEMBER 10, 2021

There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades.

Investment Advisor 52

Investment Advisor Investments Investing Certified Financial Planner 52

International College of Financial Planning

AUGUST 31, 2023

However, relying on a single asset class or Investment within an Asset class can be risky and limiting. This is where diversifying your investment portfolio comes into play. Diversifying your investment portfolio is a vital strategy for managing risk, optimizing returns, and achieving your financial goals.

Portfolio 52

Portfolio Certified Financial Planner Investments Investing 52

Trade Brains

JUNE 15, 2025

The company owns, deploys, and manages a large portfolio of telecom towers and communication structures As of the latest shareholding data, Domestic Institutional Investors (DIIs) hold a 35.20 Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Healthcare 66

Healthcare Insurance Recruitment Transportation 66

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 Future Proof will feature over 100 industry-leading speakers, innovators, and disruptors building the future of wealth management, including: Morgan Housel , Partner, The Collaborative Fund Adam Nash , Co-Founder & CEO, Daffy David Goodman , Producer & Writer, Family Guy, Futurama, The Orville (..)

Wealth Management 162

Wealth Management Portfolio Management Management Investment Advisor 162

Trade Brains

JUNE 11, 2025

As of the March quarter ending 2025, his portfolio stands at Rs. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. 1,725 per share, totalling to Rs. 17,25,00,000 or Rs. 1,475 Crore.

Investment Advisor 66

Investment Advisor Consulting Investing Investments 66

Trade Brains

JUNE 9, 2025

It provides lending, insurance, asset, and wealth management solutions, serving over 100 million customers through its diversified financial product portfolio. Written By – Nikhil Naik Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Engineering 71

Engineering Manufacturing Sales Wealth Management 71

Trade Brains

OCTOBER 29, 2024

Power Firms that are Ready for Future Mining Demand Tata Power’s extensive renewable energy portfolio could serve future crypto mining operations seeking sustainable power solutions. JSW Energy’s expanding renewable portfolio presents another promising option for mining operations. appeared first on Trade Brains.

Startup 52

Startup Portfolio Distribution Investing 52

Trade Brains

JUNE 9, 2025

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. They focus on creating personalized investment portfolios based on clients’ goals and risk tolerance.

Financial Services 59

Financial Services Manufacturing Wealth Management Portfolio Management 59

Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

Investment Advisor 52

Investment Advisor Investments Investing Nonprofit 52

The Richer Geek

JUNE 14, 2023

In this episode, we’re discussing… [1:29] Investing in gold and silver [4:05] Why is diversification important for your portfolio? [6:09] He played a key role in the company’s 250%+ growth on marketplaces such as eBay, Amazon and Walmart. 6:09] What Is Apmex and what is one gold? [8:31] 8:31] What is the cost of gold? [10:59]

Portfolio 52

Portfolio Retail Investment Advisor Investing 52

Trade Brains

JUNE 17, 2025

Its product portfolio includes brands like Sugar Free, Everyuth and Nutralite. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Vishal Mega Mart Limited With a market cap of Rs. on Wednesday.

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Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. DISCLOSURES Tobias Financial Advisors is registered as an investment advisor with the SEC. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Trade Brains

JUNE 12, 2025

Its advanced S144 turbine and diversified portfolio position it to gain 5–7% market share over the next 3–5 years. Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Please consult your investment advisor before investing.

Investment Advisor 59

Investment Advisor Retail Manufacturing Consulting 59

James Hendries

NOVEMBER 15, 2022

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Government Asset Allocation 52

James Hendries

OCTOBER 7, 2022

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Asset Allocation Investment Advisor 52

WiserAdvisor

JULY 22, 2022

This decision depends on whether you would benefit from hiring a single advisor or more. Some investors may require the services of multiple advisors as they have extensive investment portfolios comprising real estate, art, collectibles, global businesses, etc. The more advisors you hire, the more you will have to pay.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Tobias Financial

JUNE 5, 2025

If you’re concerned about inflation’s impact on your long-term plan, we’re here to help assess your portfolio and determine whether adjustments are needed. Source : Dimensional Fund Advisors. Disclosure : Tobias Financial Advisors is registered as an investment advisor with the SEC.

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Commission Investment Advisor Financial Advisor Consulting 52

Trade Brains

JUNE 15, 2025

With a varied product portfolio that covers a wider variety of applications in over 12 industries and developing fields, such as chemicals, petrochemicals, wastewater management, and renewable energy, KBL has over 2500 active customers. Investors must therefore exercise due caution while investing or trading in stocks.

Manufacturing 94

Manufacturing Healthcare Banking Retail 94

Trade Brains

JUNE 14, 2025

FIIs usually conduct thorough research before investing, so their interest often reflects positive long-term prospects. 360 ONE WAM 360 ONE WAM is a leading Indian wealth and asset management company offering services like portfolio management, advisory, and alternative investments.

Healthcare 64

Healthcare Portfolio Management Investment Advisor Consulting 64

Advisor Perspectives

JANUARY 27, 2024

Registered investment advisors have long leaned on the 60% equities/40% fixed income portfolio structure. While it’s not perfect, it has served clients well, broadly speaking.

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Risk Tolerance Portfolio Investment Advisor Clients 45

Wealthfront

NOVEMBER 4, 2024

Wealthfront Advisers is a registered investment advisor, and that means we have a fiduciary duty to act in your best interest. As part of that commitment, we are always looking for opportunities to help you earn more and keep more.

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Fiduciary Duty Portfolio Taxes Asset Allocation 40

Trade Brains

JUNE 13, 2025

Goldman Sachs India Limited is a major investor in the Indian stock market, with public holdings in 55 companies and a total investment value of over Rs. In this article, we take a look at five of the largest small-cap shares backed by Goldman Sachs India, highlighting their key role in the firm’s portfolio.

Investing 59

Investing Investments Investment Advisor Consulting 59

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. Work Profiles: Diving Deeper Investment Advisor: Investment advisors are specialists who focus on the nuances of investment opportunities.

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investments 40

James Hendries

AUGUST 15, 2022

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. It is expressed as a number of years.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

SEPTEMBER 8, 2022

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Asset Allocation Investment Advisor 52