Wealth Management

MARCH 18, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar profiled the 15 funds that have lost the most value for shareholders over the past decade. Recent market volatility has perked new interest among investors and advisors in buffer ETFs.

Wealth Advisor 276

Wealth Advisor Investments Investing Marketing 276

The Big Picture

MARCH 20, 2025

Whats fun is that while Ritholtz is preaching a very conservative investing style, his own style of writing and communicating ideas is anything but. Slow and steady wins the race, or something like that. Put another way, Ritholtz is fun.

Investments 147

Investments Investing Communication Retirement 147

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

The Big Picture

FEBRUARY 18, 2025

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” ” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025. The result: Bad investment outcomes that should not have occurred.

Investments 189

Investments Investing Numbers 189

Calculated Risk

JANUARY 22, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment in 2025. for the month as the share of firms reporting a decline in firm billings increased.

Clients 270

Clients Investments Investing Numbers 270

Calculated Risk

MARCH 21, 2025

Here is my outlook at the start of 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025? What will happen with house prices in 2025? Will inventory increase further in 2025?

Sales 162

Sales Investments Investing Marketing 162

Nerd's Eye View

MARCH 3, 2025

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 161

Estate Planning Portfolio Management Communication Planning 161

MainStreet Financial Planning

NOVEMBER 25, 2024

The IRS and Social Security Administration recently announced changes for 2025. The refundable portion of the child tax credit is adjusted for inflation and will remain $1,700 for 2025. 2025 amounts should become available later this year. Estates of decedents who die during 2025 have a basic exclusion amount of $13,990,000.

Taxes 98

Taxes Planning Retirement Planning Accounting 98

Wealth Management

NOVEMBER 26, 2024

Morningstar published its 2025 investment outlook for financial advisors. These are among the investment must reads we found this week for wealth advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc.

Investments 287

Investments Investing Wealth Advisor Startup 287

Wealth Management

JANUARY 14, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar looks at whether investor portfolios should be flipped to 40/60 as bonds become more attractive. Allianz has rolled out two fund of funds that focus on buffer ETFs, reports etf.com.

Wealth Advisor 256

Wealth Advisor Investments Investing Portfolio 256

The Big Picture

JANUARY 2, 2025

In “ How Not To Invest ” (coming March 18!) This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs. . ” It’s a blunt observation about our inability to forsee the future.

Banking 345

Banking Planning Economics Investments 345

The Big Picture

FEBRUARY 10, 2025

Sports betting on Super Bowl LIX (2025) was estimated at more than $1.5 We assume we are investing when what we are so often actually doing is speculating… ~~~ A few years ago (2015ish?), 9, 2025 Betting $10,000 Every Sunday By Charley Locke Businessweek, February 6, 2025 _ 1. It is an old but true story.

Taxes 232

Taxes Investments Investing Marketing 232

MainStreet Financial Planning

JANUARY 10, 2025

As we enter 2025, its the perfect moment to take stock of your financial journey and map out your path for the year ahead. Here are six actionable tips to help you kickstart your financial journey in 2025. 2025 is a year full of opportunities to take control of your finances and build a strong foundation for the future.

Budgeting 93

Budgeting Planning Retirement Financial Planning 93

The Big Picture

MARCH 3, 2025

.” ~~~ Kahneman’s themes — humility, acknowledging how little we actually know about today, (and even less about tomorrow), striving to understand reality, and recognizing our own inherent shortfalls — are prime drivers of How NOT to Invest. If these ideas interest you, then please check it out. _

Economics 308

Economics Assets Clients Investments 308

The Big Picture

MARCH 10, 2025

David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. But let’s set aside markets and investing strategies entirely.

Investments 195

Investments Investing Food Ethics 195

Dear Mr. Market

DECEMBER 31, 2024

Write Down Your 10 Financial Goals for 2025! For 2025, the IRS has increased contribution limitsdont miss out. Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. Happy Planning and best to you in 2025!

Budgeting 86

Budgeting Financial Planning Estate Planning Planning 86

Calculated Risk

MARCH 7, 2025

[Mar 6th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is -2.4 percent on March 6, up from -2.8 percent on March 3. percent and 2.5 percent, respectively, to 0.4 percent and 4.8 percentage points to -3.84 percentage points.

Economics 179

Economics Management Investments Investing 179

Wealth Management

JANUARY 28, 2025

These are among the investment must reads we found this week for wealth advisors. Ray Dalio warned that the runup in values of AI-tied firms is a reminder of dotcom bubble excesses, reports the Financial Times. Single-stock ETFs magnified some of the losses in markets amid the DeepSeek fallout, according to etf.com.

Wealth Advisor 212

Wealth Advisor Investments Investing Marketing 212

Abnormal Returns

JANUARY 5, 2025

(noahpinion.blog) The proposed Strive Bitcoin Bond ETF will invest in the debt of companies buying Bitcoin. etf.com) 2025 is setting up to be a consequential year for the Vanguard Group. humbledollar.com) Whether you have an advisor or not, a financial checklist for 2025. riabiz.com) Portfolio simplicity keeps paying off.

Portfolio 173

Portfolio Investments Investing 173

Wealth Management

DECEMBER 17, 2024

Wirehouses are exploring how to combine direct indexing, manager-traded separate accounts and alternative investments into unified managed account platforms, reports FundFire. BlackRock and Franklin Templeton each published private market outlooks for 2025.

Investments 208

Investments Investing Wealth Advisor Accounting 208

Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Wealth Management

MARCH 4, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar analyzed the mechanics of State Street and Apollos new private credit ETF. BlackRock has added its Bitcoin ETF to some of its model portfolios.

Wealth Advisor 174

Wealth Advisor Investments Investing Portfolio 174

Wealth Management

OCTOBER 16, 2024

New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025 by Commonwealth.

Management 244

Management Investments Investing Taxes 244

Abnormal Returns

MARCH 26, 2025

Crypto Fidelity Investments is planning to launch its own stablecoin. with their 2025 report on private equity performance. abnormalreturns.com) Mixed media 2025 MLB team values, via Forbes, with the average coming in at $2.6 ft.com) Gamestop ($GME) has joined the Bitcoin balance sheet trend. bloomberg.com) McKinsey & Co.

Media 147

Media Accounting Assets Planning 147

Abnormal Returns

DECEMBER 25, 2024

theretirementmanifesto.com) What's changing for retirement in 2025. morningstar.com) Investing Three easy ways to simplify your portfolio. morningstar.com) Boring is always appropriate when it comes to investing resolutions. etf.com) More people, mostly men, are seeking help with compulsive gambling in the stock market.

Financial Advice 147

Financial Advice Retirement Taxes Insurance 147

Calculated Risk

FEBRUARY 14, 2025

We lowered our Q4 past quarter tracking estimate by 0.1pp to +2.1% [Feb 14th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is 2.3 percent on February 14, down from 2.9 percent on February 7. percent and 6.2 percent, respectively, to 2.3

Retail 162

Retail Sales Investments Investing 162

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. SEO is always a great investment. Ready to Make 2025 Your Best Year Yet?

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Wealth Management

MARCH 18, 2025

Bleakley Financial Group, which became Rise Growths first RIA investment last year, has also acquired two firms with about $1 billion in assets in the first quarter of 2025.

Assets 260

Assets Investing Investments 260

Calculated Risk

DECEMBER 28, 2024

New Home Sales Increase to 664,000 Annual Rate in November FHFAs National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores Lawler: New Census Population Estimates Show Massively Higher Population Growth Question #8 for 2025: How much will Residential investment change in 2025?

Sales 147

Sales Investments Investing Marketing 147

Abnormal Returns

MARCH 4, 2025

Skew Why investors avoid positive-skew investment strategies. noahpinion.blog) Asset growth High investment has historically led to disappointing future returns. morningstar.com) Research The 2025 Global Investment Yearbook is here. rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction.

Math 147

Math Assets Economics Portfolio 147

Wealth Management

JULY 18, 2024

Alternative asset investment behemoth Blackstone also teased two new funds aimed at wealth clients will launch in 2025.

Assets 281

Assets Clients Investing Investments 281

Indigo Marketing Agency

FEBRUARY 1, 2025

Ready for a Brand Refresh in 2025? Each core offeringsuch as investment management, financial planning, and tax strategieshas its own dedicated page. Is Your Website Ready for 2025? Lets make your website your best marketing asset for 2025 and beyond. The post Ready for a Brand Refresh in 2025?

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

Wealth Management

DECEMBER 27, 2024

Richard Hill, the head of Cohen & Steers real estate strategy, talks about how financial advisors should tackle commercial real estate investment next year.

Financial Advisor 278

Financial Advisor Management Investing Investments 278

Wealth Management

FEBRUARY 18, 2025

After 19 consecutive weeks of positive inflows, Bitcoin investment products saw net outflows last week. These are among the investment must reads we found this week for wealth advisors.

Investments 164

Investments Investing Wealth Advisor 164

Nerd's Eye View

DECEMBER 30, 2024

Read More.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Calculated Risk

MARCH 21, 2025

[Mar 20th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is -1.8 percent on March 18 , up from -2.1 percent on March 17. percent to 9.1 percent.

Sales 147

Sales Investments Investing 147

Abnormal Returns

MARCH 6, 2025

abnormalreturns.com) The 2025 UBS Global Investment Returns Yearbook is out! (abnormalreturns.com) There's no such thing as excess savings when you are on your own. abnormalreturns.com) What you missed in our Wednesday linkfest. abnormalreturns.com) Personal finance links: financial independence. Well, you should.

Economy 147

Economy Media Management Investments 147