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Adviser links: technology bets

Abnormal Returns

(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!

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With U.S. Equity Markets Pricing in Optimistic Consensus, Income-Generating Assets Look Attractive In 2025

Wealth Management

For investors sitting on large equity portfolio gains, 2025 should be a year to diversify their portfolios with a focus on income.

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Weekend Reading For Financial Planners (October 19–20)

Nerd's Eye View

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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Adjusting the Recipe: What’s the Right Mix for Balanced Portfolios in 2025?

Advisor Perspectives

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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High Yield Bonds Outlook: Taking the Scenic Route in 2025

Advisor Perspectives

Brent Olson and Thomas Ross, fixed income portfolio managers, believe that high yield bonds offer comfortable driving for now, but investors might need to negotiate more difficult terrain later in 2025.

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Yield on the Table: Why Multisector May Make Sense in 2025

Advisor Perspectives

In his 2025 investment outlook, Portfolio Manager John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing.

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Expiring Tax Credits: Will Your Taxes Increase in 2025?

Talon Wealth

Did you know that Trump’s tax cuts might expire in 2025? Mike explains what could happen to your portfolio if these credits are allowed to expire in 205, highlighting the potential increase in estate tax exemption (which could play a major role in your long-term financial planning). appeared first on Talon Wealth.

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