Calculated Risk

MARCH 11, 2025

The Federal Reserve began the process of gradually reducing the size of its balance sheet in early June, and from June 8, 2022 to February 26, 2025 the Federal Reserves balance sheet had declined to a little under $6.8 a 10-year Treasury purchase at the end of February 2023 would be have an 8 year maturity at the end of February 2025).

Assets 165

Assets Portfolio Accounting Marketing 165

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!),

Financial Advice 146

Financial Advice Ethics Financial Planning Education 146

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. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. wiredplanning.com) Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. forbes.com) How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business.

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Your Richest Life

FEBRUARY 24, 2025

Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. The Fed also said they plan to wait until Q2 to consider making another cut, and do not intend to drop rates more than half a percentage point this year. 2025 Inflation creeps up The U.S. percent to 4.50

Financial Market 52

Financial Market Marketing Marketing Medicine 52

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%

Financial Planner 246

Financial Planner Risk Tolerance Financial Planning Wealth Management 246

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. 401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older. Contributions made by April 15, 2025, can be applied to your 2024 return, reducing taxable income.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. It is for information and planning purposes only. 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

The Big Picture

JANUARY 17, 2025

My end-of-week morning train reads: The Plethora of Unknowns Means Questions for Bond Investors in 2025 : Private and global credit offerings could provide diversification as debt markets deal with political and policy uncertainty. Wealth of Common Sense ) Skydiving without a parachute : When bonds cant save your portfolio.

Valuation 130

Valuation Medical Portfolio Investments 130

Calculated Risk

FEBRUARY 18, 2025

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.40% in January The Mortgage Bankers Associations (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 7 basis points from 0.47% of servicers portfolio volume in the prior month to 0.40% as of January 31, 2025.

Numbers 133

Numbers Portfolio Government Planning 133

Gen Y Planning

MARCH 10, 2025

As we move through the first quarter of 2025, weve had several clients, colleagues, and friends reach out with questions about recent market movements and the impact of tariff discussions on their personal financial plan. Diversifying portfolios across asset classes, sectors, and geographies to reduce concentrated risks.

Marketing 52

Marketing Marketing Financial Planning Asset Allocation 52

Carson Wealth

MARCH 17, 2025

The best defense against corrections is to understand that they are a normal even in good markets and have a plan ready for when emotions take over, because when youre in a correction it almost always feels like this one is the exception that justifies abandoning your plan. These guidelines dont mean we ignore context.

Marketing 79

Marketing Marketing Economy Portfolio 79

Trade Brains

JUNE 2, 2024

Initially the plant will have a capacity to produce 6GWh by 2025 and they are planning to expand its capacity by 12GWh. Exide aims to offer Green Technology Solutions by providing a “ Cell to Pack” product portfolio for lithium ion batteries. initiatives.

Planning 104

Planning Manufacturing Sales Portfolio 104

Darrow Wealth Management

MARCH 3, 2025

Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. The chart below shows how cumulative US stocks versus bond returns can impact a portfolio over time. Thats not their job. Remember, markets move.

Risk Tolerance 60

Risk Tolerance Asset Allocation Assets Portfolio 60

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. The situational nature of planning to diversify one large position cannot be over-emphasized, so it’s important to work with a financial advisor who has experience in this area. On a weighted average, your portfolio would be 42% technology.

Management 66

Management Taxes Estate Planning Asset Allocation 66

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. On one hand, youre getting a lower rate on your mortgage, but on the other, you may own mortgage-backed securities as part of your bond portfolio.

Marketing 52

Marketing Marketing Retirement Portfolio 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.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Trade Brains

JUNE 25, 2023

A highlight of the future plans of the company and a summary conclude the article at the end. to reach $ 6,780 by 2025. to become a $ 330 billion industry by 2025. Future Plans of Tata Chemicals So far we looked at the previous fiscals’ data for our fundamental analysis of Tata Chemicals. 25,395 EPS ₹90.90

Planning 98

Planning Manufacturing Pharmaceutical Medicine 98

Trade Brains

JANUARY 17, 2024

we shall also see their financials, future plans and more Cipla Vs Sun Pharmaceutical Cipla Company Overview Cipla was established in 1935 by Khwaja Abdul Hamied in Mumbai. Sun Pharma’s portfolio includes innovative specialty medicines, branded generics, pure generics, and APIs.

Pharmaceutical 111

Pharmaceutical Planning Medicine Manufacturing 111

Random Roger's Retirement Planning

MARCH 28, 2025

The tradeoff is that it usually goes down more when the market goes down including so far in 2025. In terms of portfolio construction, buying something like Magellan adds volatility versus balancing that against some other holding that would typically lower volatility like maybe something from the utilities sector or consumer staples.

Portfolio 59

Portfolio Distribution Management Financial Advisor 59

Trade Brains

JULY 1, 2023

Moving on we shall analyze the financials of the company, go through the future plans of the company, and finally let’s conclude with a brief summary. It has many plans in the future to expand its operations wide and forth. It has many plans in the future to expand its operations wide and forth.

Planning 98

Planning Sales Transportation Marketing 98

Trade Brains

JANUARY 29, 2024

Power generation from solar and wind projects is likely to be cost-competitive relative to thermal power generation in India in 2025–2030. The country plans to reach 450 GW of installed renewable energy capacity by 2030, with 280 GW (over 60%) expected from solar power. .) ₹ 58,463 ₹ 36,995 P/E (TTM) 94.39 EPS (TTM) ₹ 0.41 ₹ 2.84

Planning 111

Planning Government Accounting Transportation 111

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.

Portfolio 59

Portfolio Asset Allocation Marketing Marketing 59

Trade Brains

MAY 31, 2023

annually to $304 billion by 2025. By 2025, the demand for chemicals is anticipated to increase by 9% annually, and by 2030, it is anticipated that the chemical sector would contribute $383 billion to India’s GDP. .) ₹ 7,136 Cr EPS ₹ 95.9 The Indian chemicals market was worth $178 billion in 2019 and is projected to grow by 9.3%

Planning 98

Planning Manufacturing Food Government 98

Trade Brains

MAY 23, 2023

A highlight of the future plans and a summary conclude the article at the end. to $ 1,090 billion by 2025. Thus, India’s commodity chemicals industry is anticipated to touch $137 billion in value by 2025 while the specialty chemicals sector is expected to hit the $148 billion mark. Company Overview Laxmi Organic Industries Ltd.

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

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.

Financial Advisor 69

Financial Advisor Communication Marketing Marketing 69

Random Roger's Retirement Planning

MARCH 11, 2025

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. The first three portfolios are various forms of capital efficiency in that they use leverage as follows. SPYQ is a levered 2x SPY fund that resets quarterly.

Portfolio 59

Portfolio Taxes Management Investments 59

Trade Brains

OCTOBER 25, 2023

In this article on Force Motors Vs Olectra Greentech, we compare the company, financials, ratios & see which one has better future plans. The government has launched various initiatives to help the industry grow, including the Automotive Mission Plan 2016-26 and the FAME Scheme. billion by 2025. of market volume.

Planning 111

Planning Manufacturing Transportation Accounting 111

Trade Brains

OCTOBER 5, 2023

The article concludes with a highlight of future plans and a summary. India is anticipated to achieve a total of US$ 65 billion in textile exports by FY 2025-26 due to the revival in global demand and the implementation of crucial initiatives by the government. Following that, we’ll go into the stock’s financials.

Planning 105

Planning Manufacturing Assets Distribution 105

Trade Brains

SEPTEMBER 29, 2023

In this fundamental Analysis of Exide Industries, we read about its history, operating segments, industry, financials and future plans. The giga-factory project is planned in collaboration with SVOLT Energy Technology, a Chinese Company. It has been serving India for as long as we received our Independence. Market Cap (Cr.)

Planning 119

Planning Manufacturing Sales License 119

Trade Brains

AUGUST 9, 2023

As per the estimates of the ICRA, there was a 13-15% growth in the domestic demand for the Indian Tire industry in FY22 and is expected to maintain is expected to expand at a pace of 7-9% between 2022 and 2025. The post MRF Vs Balkrishna Industries – Financials, Future Plans & More appeared first on Trade Brains.

Planning 97

Planning Manufacturing Marketing Marketing 97

Trade Brains

MARCH 3, 2024

Operating Profit Margin 7.00% Net Profit Margin 2.50% Fundamental Analysis Of Shakti Pumps: Future Plans The company has a plan to continuously provide innovative solutions through its advanced R&D support. Implementation of the Uganda project has started which aligns with the green energy plans in Africa. 2020 0.73 -0.04

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

DECEMBER 4, 2023

The article concludes with a highlight of future plans and a summary. Future Plans Of Gujarat Pipavav Port So far we looked at the previous fiscals’ data for our fundamental analysis of Gujarat Pipavav Port. They plan to build a new liquid berth at an estimated cost of USD 90 million, pending regulatory approval. million MT.

Planning 111

Planning Commission Economy Taxes 111

Trade Brains

SEPTEMBER 15, 2023

The article concludes with a highlight of future plans and a summary. 40 Future Plans of Ador Welding The Company incurred CAPEX of Rs.19.83 The company has planned a CAPEX of Rs.44.30 The post Fundamental Analysis Of Ador Welding – Future Plans & More appeared first on Trade Brains. 4 2020 0.33 6 2021 0.12

Planning 105

Planning Manufacturing Compliance Commission 105

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes. What Do Financial Advisors Do?

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

eMoney Advisor

APRIL 13, 2023

In its Retail Banking: 2025 and Beyond report, PwC analysts explore five possible versions of the sector’s future. Planning Tech’s Role in the Future of Banking Overall, analysts emphasize the seamless, personalized, all-in-one experience consumers are wanting from banks. .” Most scenarios lean heavily on technology.

Banking 74

Banking Clients Planning Financial Planning 74