Calculated Risk

MARCH 17, 2025

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.38% in February The Mortgage Bankers Associations (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.40% of servicers portfolio volume in the prior month to 0.38% as of February 28, 2025.

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Wealth Management

DECEMBER 25, 2024

iCapitals Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors.

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Portfolio 275

Abnormal Returns

JANUARY 1, 2025

wsj.com) Portfolio simplicity keeps paying off. contessacapitaladvisors.com) Personal finance Whether you have an advisor or not, a financial checklist for 2025. Pay your taxes. axios.com) Consider doing Roth IRA conversions for your heirs. financialducksinarow.com) Returns Chasing higher bank interest rates is losing its appeal.

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Taxes Retirement Banking Portfolio 162

Abnormal Returns

DECEMBER 25, 2024

theretirementmanifesto.com) What's changing for retirement in 2025. morningstar.com) Investing Three easy ways to simplify your portfolio. (awealthofcommonsense.com) Retirement Seven hidden traps of retirement including 'Not focusing on creative endeavors to maximize your fulfillment.'

Financial Advice 147

Financial Advice Retirement Taxes Insurance 147

The Big Picture

JANUARY 2, 2025

Not only do many investors pay attention to this guesswork, but some change their portfolios in response to them. 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. This has proven to be an unproductive strategy.

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Banking Planning Economics Investing 345

Nerd's Eye View

DECEMBER 30, 2024

Read More.

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Financial Advisor Insurance Tax Planning Taxes 240

Wealth Management

JANUARY 14, 2025

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. These are among the investment must reads we found this week for wealth advisors.

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Wealth Advisor Investments Investing Portfolio 256

Abnormal Returns

MARCH 4, 2025

rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. morningstar.com) Research The 2025 Global Investment Yearbook is here. Skew Why investors avoid positive-skew investment strategies. mailchi.mp) Round-ups A round-up of recent white papers including 'A New Paradigm in Active Equity.'

Math 147

Math Assets Economics Portfolio 147

Abnormal Returns

JANUARY 9, 2025

albertbridgecapital.com) Finance The stock market is getting more concentrated, and so are actively managed portfolios. bonddad.blogspot.com) A risk for 2025 is the re-acceleration of inflation. sherwood.news) What you need to know about 2025's Girl Scout cookie season. and European stock market returns? eater.com)

Media 162

Media Economy Portfolio Management 162

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 141

The Big Picture

MARCH 20, 2025

Plainly a fan of movies, music and books, Ritholtz makes a powerful case against individual stock portfolio building via the classic William Goldman line about Hollywood: no one knows anything. Whats fun is that while Ritholtz is preaching a very conservative investing style, his own style of writing and communicating ideas is anything but.

Investing 147

Investing Investments Communication Retirement 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). But the second part is the contextualizing side of the equation: You dont spend 1925 dollars today; you spend 2025 dollars. Money Delusions: What Do People Get Wrong About Money?

Investing 195

Investing Investments Food Ethics 195

Wealth Management

MARCH 4, 2025

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

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Wealth Advisor Investments Investing Portfolio 174

The Better Letter

MARCH 18, 2025

Bracketology (2025 Edition) As my friend Mark Newfield likes to say , the Forecasters Hall of Fame has zero members. It applies to your personal portfolio, too. Issue 185 (March 18, 2025) 1 The term “March Madness” was first used by Henry V. Thanks for reading. And he’s right, of course. Now and forever.

Numbers 75

Numbers Marketing Marketing Medicine 75

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

Validea

JANUARY 7, 2025

Here are Validea’s top 10 high shareholder yield stocks for January 2025. Further Research High Shareholder Yield Stocks Shareholder Yield Portfolio The post Validea’s Top Ten Shareholder Yield Stocks – January 2025 appeared first on Validea's Guru Investor Blog.

Investing 52

Investing Investments Portfolio Management 52

Validea

JANUARY 4, 2025

Here are the top ten highest scoring stocks for January 2025. Further Research Top Warren Buffett Stocks Warren Buffett Portfolio More About Warren Buffett The post Validea’s Top Ten Warren Buffett Stocks – January 2025 appeared first on Validea's Guru Investor Blog.

Valuation 52

Valuation Investing Investments Numbers 52

Abnormal Returns

MAY 29, 2023

(wiredplanning.com) Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. rationalreminder.libsyn.com) Austin, TX RWM is coming to Austin, TX!

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

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.

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Retirement Asset Allocation Taxes Portfolio 67

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.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. He also explores the factors that could influence or offset these effects.

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Marketing Marketing Financial Advisor CFP 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%

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Financial Planner Risk Tolerance Financial Planning Wealth Management 246

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. In 2025, the lifetime gift tax exclusion will rise to $13.99

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 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.

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Valuation Medical Portfolio Investing 130

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? And if you look at some of the most sophisticated institutions, that might be as much as 20 percent of their portfolio. At the Money: Are Hedge Fund Right For You?

Taxes 147

Taxes Portfolio Management Investing 147

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

Advisor Perspectives

FEBRUARY 28, 2025

Valid until the market close on March 31, 2025 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

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Portfolio Marketing Marketing 52

Carson Wealth

MARCH 17, 2025

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. Well, the word of the day in 2025 is diversify, as portfolios that have been diversified have held up quite well.

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Marketing Marketing Economy Portfolio 79

Carson Wealth

MARCH 10, 2025

So 2025 wont be the first year ever to go up each day and never have a scary headline, because thats just not the way that markets work. This is officially the first 5% mild correction of 2025, something that even the best years tend to see, and no reason in itself to become pessimistic.

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Marketing Marketing Economy Government 73

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.

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Advisor Perspectives

JANUARY 24, 2025

As we head into 2025, investors are giddy over the market returns of the last two years. As shown, the annual returns, while elevated, have come with only average volatility along the way.

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Portfolio Marketing Marketing 52

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 68

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 Investing 59

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%).

Marketing 68

Marketing Marketing Economy Compliance 68

Validea

MARCH 27, 2025

Model Performance & Return History Since its inception on Validea in 2003, the 20-stock, monthly rebalanced Peter Lynch-based portfolio has delivered a 1,142.0% Full performance disclaimer Top Stocks in the Lynch Model (as of 2/28/2025) Access the the Lynch-inspired model and all of the portfolios, click here to sign up to Validea today.

Investing 80

Investing Investments Banking Portfolio 80

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.

Management 66

Management Taxes Estate Planning Asset Allocation 66

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