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Weekend Reading For Financial Planners (December 21–22)

Nerd's Eye View

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

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Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility

Yardley Wealth Management

Diversify Your Portfolio: Diversification is a key strategy for managing risk and reducing the impact of market volatility on your investments. By spreading your investments across different asset classes, sectors, and geographic regions, you can minimize the impact of downturns in any one area of the market.

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Top Performing Gilt Funds in 2025: Do You Have Them in Your Portfolio?

Trade Brains

The 20 th century has seen a rise in numerous investment options, among these the gilt mutual funds (MFs) have emerged as one of the most reliable investment plans. Gilt funds primarily invest in government securities, which are issued by the Reserve Bank of India (RBI). Does Gilt MFs fit in your Portfolio?

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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. Remember: investing isnt about timing the market, its about time in the market. A little planning now avoids big headaches later. And My Portfolio Guide, LLC will be right here, cheering you on. New year, new financial you? Absolutely.

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Top Performing High-Risk Funds That Delivered High Returns in 2025 – Are They in Your Portfolio?

Trade Brains

Long Term: These funds are suitable for investors whose investment horizon is long-term (5 years or more) to withstand market fluctuations and to give the power of compounding a chance to work. Written by Hiten Chauhan The post Top Performing High-Risk Funds That Delivered High Returns in 2025 – Are They in Your Portfolio?

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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

Below are some of the mistakes you should avoid making to secure your wealth: Mistake #1: Not diversifying your investments Investing too much of your money into one sector, one type of asset, or one region can expose your wealth to unnecessary risk. To protect your wealth, it helps to create a clear investment plan.

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Tips to Build Wealth with Patience and Time

WiserAdvisor

Its a great way to invest in strong performers while maintaining balance in your portfolio. IRAs offer tax advantages and encourage consistent, long-term investing. Automation removes the temptation to skip or delay investing and turns it into a disciplined habit.