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!

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Budgeting Financial Planning Estate Planning Planning 105

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. riabiz.com) Portfolio simplicity keeps paying off. humbledollar.com) Whether you have an advisor or not, a financial checklist for 2025.

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Wealth Management

APRIL 15, 2025

Blackstone, Vanguard and Wellington Management announced a partnership to build multiasset portfolios with public and private assets. Charles Schwab announced that Schwab Alternative Investments Select, for retail clients with more than $5 million in household assets.

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Investing Investments Financial Advisor Retail 165

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.

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Financial Advice Retirement Taxes Insurance 147

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.

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Investing Investments Food Ethics 195

Abnormal Returns

MARCH 4, 2025

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

Math 147

Math Assets Economics Portfolio 147

The Big Picture

JANUARY 15, 2025

January, 15, 2025) Hedge funds, venture capital, private equity, and private credit have never been more popular. What percentage of your portfolio should be allocated? He wrote the book, Private Equity Deals: Lessons in investing, dealmaking and operations. At the Money: Lessons in Allocating to Alternative Asset Classes.

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Nerd's Eye View

JANUARY 13, 2025

And so we're excited to announce that, for 2025, our major company initiative will be a complete redesign and rebuild of our Members Section! And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!), Read More.

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Financial Advice Ethics Financial Planning Education 148

Investment Writing

APRIL 15, 2025

Investment commentary authors often know the markets well, but lack writing and editing expertise. Ive learned some lessons about how to edit investment commentary that I share below with you. Instability in the Middle East will continue, and heres how it affects our investing. 30, 2022, and April 8, 2025.

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Investing Investments Clients Communication 52

Validea

JANUARY 7, 2025

Discover how Valideas Warren Buffett-inspired ‘Patient Investor’ strategy can help you identify high-quality, long-term investments even in changing market conditions. Visit Validea.com to access in-depth stock analysis and tools designed to emulate Buffetts proven investment principles.

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Investments Investing Portfolio Management 52

Validea

JANUARY 4, 2025

Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims to emulate Buffett’s long-term, value-based approach to investing.

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Valuation Investing Investments Numbers 52

Validea

APRIL 7, 2025

Moreover, shareholder yield serves as a valuable tool for comparing investment opportunities across different sectors and market cycles. Discover how Valideas Warren Buffett-inspired ‘Patient Investor’ strategy can help you identify high-quality, long-term investments even in changing market conditions.

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Distribution Investments Investing Sales 52

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.

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Retirement Asset Allocation Taxes Portfolio 67

The Big Picture

FEBRUARY 5, 2025

February 5, 2025) At five trillion dollars, hedge funds have never been more popular — or less hedged. What percentage of your portfolio should be allocated? He learned about alts working under the legendary David Swensen at the Yale University Investments Office. Is this the right investment vehicle for me?

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Taxes Portfolio Management Investing 147

Your Richest Life

FEBRUARY 24, 2025

Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. That decision is a departure from their announcement at the September meeting to cut rates a full percentage point in 2025. 2025 Inflation creeps up The U.S. This was also higher than the 2.9

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Financial Market Marketing Marketing Medicine 52

Harness Wealth

APRIL 15, 2025

Thats because wealth at the upper end tends to be built not just through income, but through equity ownership, business interests, long-term investing, and real estate gains, assets that benefit from compounding, appreciation, and favorable tax treatment over time. Registration does not imply a certain level of skill or training.

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Wealth Advisor Taxes Assets Retirement 52

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Contributions made by April 15, 2025, can be applied to your 2024 return, reducing taxable income. Engage in tax-loss harvesting Tax-loss harvesting is a strategy that helps investors reduce their taxable income by leveraging losses in their investment portfolios.

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Taxes Medical Distribution Tax Planning 52

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. What do these mean, and which is a sounder investment strategy? Lets take a poll. That said, academia can be redundant.

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Marketing Marketing Financial Advisor Investing 98

Nerd's Eye View

OCTOBER 18, 2024

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5%

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Financial Planner Risk Tolerance Financial Planning Clients 246

Carson Wealth

MARCH 17, 2025

Emotions start to run high during corrections and many investors become more prone to making costly investment mistakes. On top of that, factor in that the first quarter after a year with a 20% gain tends to be weak and that the past 20 years the first quarter has been weak in general, and things were ripe for some volatility early in 2025.

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Marketing Marketing Economy Portfolio 82

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Note that for an IRA, you have until Tax Day of 2025 (April 15, 2025) to make any contributions for your 2024 taxes. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000.

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Tax Planning Taxes Planning Estate Planning 52

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.

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Darrow Wealth Management

MARCH 3, 2025

Bonds, however, are more stable investments that provide income, but have much less upside. while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. Thats not their job.

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Risk Tolerance Asset Allocation Assets Portfolio 60

Validea

MARCH 27, 2025

Valideas Strategy of the Week series highlights time-tested investment strategies based on the insights of legendary investors. In his best-selling book, One Up on Wall Street , he broke down the art of investing into plain-English wisdom. His wit and accessible ideas helped popularize equity investing for everyday investors.

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Investing Investments Banking Portfolio 80

Good Financial Cents

DECEMBER 29, 2022

According to a recent Gallup poll , more than half of American adults (58%) have money invested in the stock market. Although the median holdings (amounts invested) vary based on age, income, and other demographic factors, it’s clear that Americans see the value of investing — even if their exposure is limited to a workplace 401(k).

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Investing Investments Accounting Commission 119

Carson Wealth

DECEMBER 2, 2024

20% Back-To-Back Years Bode Well for 2025 Many bears are back at it, claiming that because stocks are looking at back-to-back 20% gains 2025 must be doomed. The past few weeks we’ve discussed why we think this bull market is alive and well, but we also see no major reasons to expect the economy to fall into a recession in 2025.

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Marketing Marketing Economy Compliance 72

The Big Picture

JANUARY 8, 2025

This is no time for confessing At The Money: with Matt Hougan on Crypto Technology (January 8, 2025) Are you crypto-curious? Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets.

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Assets Investments Investing Banking 130

Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Safety is relative and investors should always understand that any investment involves risk. Indices not available for direct investment. For illustrative purposes only.

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Marketing Marketing Retirement Portfolio 52

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. The 2025 policy rate is expected to be about 4.1% (currently at 4.4%).

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Marketing Marketing Economy Compliance 72

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Your concentrated position is a large technology stock, currently occupying 30% of your portfolio.

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Management Taxes Estate Planning Asset Allocation 66

Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Right now, your clients dont just need portfolio management; they need perspective. They need to hear from you.

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Communication Financial Advisor Marketing Marketing 69

Carson Wealth

NOVEMBER 4, 2024

Business investment was also strong in Q3, though half of that was from aircraft spending, and that is unlikely to repeat in the next quarter or two. Residential investment (housing) dragged on GDP growth for the second quarter in a row. range (or even lower) in Q4 2024 and Q1 2025.

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Marketing Marketing Economy Numbers 95

Random Roger's Retirement Planning

MARCH 11, 2025

In a blogging context we look at these stocks occasionally for barbelling returns and because they are beneficiaries of private equity fees, not proxies for investing in PE. How great have the returns been for the Mag 7 stocks for the last couple of years, but so far in 2025 most of them look like they are down mid-teens to mid-20's percent.

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Portfolio Taxes Management Investing 59

Random Roger's Retirement Planning

MARCH 30, 2025

Is 2025 going to be a good year for SCHD as a broad based or core holding relative to other strategies or factors? There's no way to know of course but if 2025 turns out to be a bad year for the S&P 500 then there's a pretty good probability of SCHD doing better than market cap weighting (MCW) and maybe most of the other factors.

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Portfolio Asset Allocation Marketing Marketing 59

Validea

JANUARY 15, 2025

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. Here are the top 10 most fundamentally sound high free cash flow yield stocks using our guru models as of January 2025.

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Valuation Insurance Accounting Economics 52

Advisor Perspectives

DECEMBER 19, 2024

In his 2025 investment outlook, Head of U.S. Fixed Income Greg Wilensky outlines the most likely scenarios for the U.S. economy and which asset classes he believes will be best positioned under each scenario.

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Portfolio Economy Assets Investing 52

Carson Wealth

MARCH 3, 2025

In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. You should never blindly invest in seasonality, but just as February was ripe for potential trouble, be open to a nice Spring bounce. This is a risk we highlighted in our 2025 Outlook.

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Marketing Marketing Government Economy 74