Know What's Happening in Wealth Management
Know What's Happening in Wealth Management
Value Investing Beats Trend‑Chasing Over the Long Run
The Economic Times contrasts short‑term trend‑chasing with disciplined value investing, noting that Joel Greenblatt’s Magic Formula offers a systematic way to identify undervalued, high‑quality stocks. It adds that macro‑driven volatility creates temporary mispricings across U.S., European and emerging markets, allowing patient investors to capture long‑term alpha.
Veteran resource investor Rick Rule warns that the recent sharp sell‑off in gold equities is less a crisis than a buying window for disciplined, long‑term investors. He argues that focusing on a "shopping list" of high‑quality names, rather than trying to time exact bottoms, yields better results. Discounted net‑asset‑value multiples are creating potential takeover scenarios, and stronger companies are likely to outpace weaker peers after the panic subsides. Rule also previewed his 2026 Rule Symposium, linking energy‑commodity disruptions to broader credit stress while remaining bullish on gold, copper and uranium over the next several years.
Financial advisors are confronting persistent inflation and a "higher for longer" rate environment as the Fed holds rates steady. They are increasingly turning to real assets, particularly midstream master limited partnerships (MLPs), to offset inflation and interest‑rate volatility. The Alerian...
Not investing enough because of your spending? This helped me hit $500K in investments this year.
There's something about retirement planning most people never consider: what happens if you live to 95? Let me explain. Most plans are built around averages. Average life expectancy. Average healthcare costs. Average market returns. But averages are built from a range, and the people...
Construction firms are urged to begin succession planning up to ten years before a transition, as delays can erode value and options. Experts stress that audited financial statements spanning five to ten years, a strong balance sheet, and consistent cash...
Investors often let fear and greed dictate short‑term trades, leading to buying high and selling low. The article advises building a solid financial foundation—clearing high‑interest debt and keeping a three‑to‑six‑month emergency fund—before allocating capital to markets. It recommends a diversified,...
Billionaire investor Ray Dalio posted on X urging investors to develop a well‑tested, back‑tested game plan to steer through inflation fears, geopolitical tension and sharp market swings. He argues that a disciplined strategy reduces stress and improves decision‑making, offering a...
Financial advisors and tax analysts have unveiled a suite of 2026 tax deductions and strategies that could shave $10,000 or more off the bills of high‑income households. The guidance, ranging from expanded SALT caps to corporate‑rate incorporation, is prompting wealth...
As the UK tax year closes on 5 April 2026, Finance Monthly outlines nine actions households can take to avoid losing thousands of pounds. With tax thresholds frozen, wages rising only nominally and inflation eroding real income, missed opportunities such as...
Buying stocks = gambling? For some people, yes. For others, no. If you understand what you’re buying and why, it’s not gambling. But if you’re buying stocks without knowing how to read a balance sheet or what a P/E ratio is, it is gambling. If...
Raymond, a 40‑year‑old son in British Columbia, worries his 67‑year‑old father has no estate plan despite owning a home, boat, cars and a long‑term partner. Without a will, BC intestacy rules will dictate asset distribution, potentially granting the common‑law girlfriend...
Charlie Munger, Berkshire Hathaway’s vice chairman, outlines seven common wealth mistakes that trap middle‑class investors, from chasing quick returns to ignoring opportunity costs. He stresses that lasting wealth stems from patient compounding, simple strategies, and staying within one’s circle of...
Women’s Social Security claiming decisions hinge on more than longevity. While delaying benefits until age 70 can boost monthly payments, the break‑even point typically falls in the early 80s, meaning early claimers may preserve assets for active retirement years. Early...
The best investor is not the most disciplined one. It is the one who built a system that invests automatically even when discipline is nowhere to be found. Automation removes human emotion and human weakness from your investing equation entirely. Set it up...
The financial product that's right for your colleague is probably wrong for you. Not because your colleague has bad taste. Because the right financial structure depends entirely on facts specific to you: your income, your family situation, your tax exposure, your...
Investors can follow a $10,000 allocation model that spreads capital across Nvidia, Broadcom, TSMC, Microsoft and Nebius. The mix balances the market leader with diversified exposure to custom chips, foundry capacity, cloud services and fast‑growing AI software.
AARP’s personal‑finance adviser Jean Chatzky says anxiety about outliving retirement savings is rising sharply. A new AARP survey shows confidence in Social Security fell 7 points to 36%, and LIMRA research finds one‑third of older Americans are considering delaying benefits. Chatzky...
RDS Wealth president Dale Smothers told viewers on Fox Business’s “Making Money” that the market is entering a “planting season.” He highlighted that strong earnings growth in large‑cap technology companies is creating value‑play opportunities. Smothers urged investors to focus on...
Li Lu on how to become a great investor "Start learning from the best - listening, studying, and reading. The best way to do it is to study one business inside and out for the purpose of making the investment."
I've sat across from people with $3M portfolios who couldn't answer a basic question: what is this money actually for? Not in vague terms. Specifically. What are you building toward, and by when?
Your relationship status on December 31 determines your IRS filing status for the entire tax year, shaping the standard deduction, tax brackets, credits, and retirement‑account limits you can claim. For 2025, married couples filing jointly receive a $31,500 standard deduction versus...
What matters in the short run: -Wars -Oil prices -Tariffs -Interest rates -Sentiment -A million other things What matters in the long run: -Earnings Speculators focus on the short run. Investors play the long game. https://t.co/u1oZkcMGCY
These are my personal money rules that I created for my finances I think everyone should create their own set of money rules. They make it easy to see what's important in your Rich Life https://t.co/EVJoQuzhyp
Social Security spousal benefits stop growing once the spouse reaches their own Full Retirement Age (FRA), so delaying a claim until age 70 yields no higher payment. The benefit is capped at 50% of the worker’s Primary Insurance Amount, regardless...
I just had several days at a planning conference where several presenters discussed the long-term reliability of selecting quality stocks that showed resilience regardless of economic conditions, fiscal stimulus or inflationary environments. Example below of a popular concentrated portfolio of high-quality...
The author reflects on entering retirement’s “fourth quarter,” describing a shift to a passive, globally diversified low‑cost index fund portfolio. He notes upcoming tax complexities, especially looming Required Minimum Distributions, and the decision to claim Social Security early while staying...
Private credit funds are facing short‑term pressure as investors withdraw capital amid falling interest rates, reducing loan‑interest spreads. The U.S. Department of Labor is expected to issue a rule that would legally allow 401(k) plans to allocate a portion of...
The Canadian First‑Home Savings Account (FHSA) provides first‑time buyers a tax‑advantaged vehicle to save for a home amid a volatile market. Contributions are limited to CAD 8,000 per year (≈US $5,900) with a lifetime cap of CAD 40,000 (≈US $29,500), and qualified withdrawals are...
The Moneyist explains that while Medicaid generally requires applicants to have no more than $2,000 in countable assets, Florida offers several legitimate ways to preserve wealth, such as exempting a primary residence up to $730,000 equity and using “share‑of‑cost” programs....
Warren Buffett cautions investors, especially those approaching retirement, against letting fear or greed dictate trades. Emotional buying and panic selling can lock in losses or miss market rebounds, jeopardizing long‑term wealth. Buffett’s remedy is a disciplined, long‑term focus on durable...
Evergreen, or semi‑liquid, funds surged to $534.6 billion in assets under management by the end of 2025, a 25% increase over 2024. Business development companies (BDCs) led the growth, expanding 31.2% to $192.8 billion, while direct lending remained the largest strategy with...
Investors seeking lower equity volatility and higher income are turning to preferred‑stock ETFs, with VanEck's Preferred Securities ex Financials ETF (PFXF) emerging as a standout. The $2.12 billion fund excludes financial‑sector preferreds, focusing on industrials, REITs, and utilities, and currently offers...
Robert Kiyosaki warns that fear of failure keeps many from pursuing wealth‑building opportunities, from leaving dead‑end jobs to investing. He advocates a “fail boldly, rise rich” philosophy, urging individuals to treat mistakes as learning tools rather than setbacks. Kiyosaki emphasizes...
In this episode, Public’s co‑CEO Leif Abraham explains how the firm is building the first truly agentic brokerage, where AI agents help users construct and manage multi‑asset portfolios, from fractional stocks to bonds, crypto and options. He discusses Public’s shift...
We have a rollover HSA ($25K) that is sitting in Fidelity and it is 100% invested in the S&P. We use our current HSA for any medical expenses which are few and far between.
25-year-old We started working together just under 1 year ago. Makes $300K as a W-2 and another $80K/year in 1099 income (about $60K profit). He was maxing his company 401K but wasn't sure what else he could do so here is...
Ted Oakley, founder and CEO of Oxbow Advisors, urges investors to keep 20‑25% of their portfolios in cash or Treasury bills as stock valuations remain extreme and earnings multiples risk compression. He warns that both declining earnings and falling multiples...
Costco Wholesale and Cintas Corp. are highlighted as top dividend picks for 2026, each boasting multi‑decade streaks of annual payout hikes. Costco’s 23‑year record and a modest 35% payout ratio stem from its cash‑rich membership model, while Cintas has raised...
These 7 habits saved my family over $100k... And none of them require you to make an extra dollar. Save this before you forget it... Share it with someone who needs it... And follow me for more @budgetdog 🤝🏻
✨New Fit Rich Life Podcast✨ We talk about: - Endurance in fitness and financial independence - Justin’s bucket strategy to enjoy the FI journey - Building a life-first business & more 🎧 Episode 103 available everywhere.
The 2025‑2028 tax bill introduces a senior‑bonus deduction of up to $6,000 per eligible older adult, or $12,000 for married couples, stacked on top of the standard and extra‑age deductions. The credit phases out for incomes above roughly $150,000 (married)...
My kids' portfolio for 2026: 30% Staples — boring ETFs. Don't think. Just automate. 40% Mature Growth — $NVDA $TSM $META $AMZN $GOOG $NFLX $MS $GS 30% High Growth — $PLTR $APP $HIMS $CRDO $SHOP $UBER No high risk tier for kids. Three tiers...
Weight in top 10 stocks: $VTI 32% USA (63% of the global stock market) $VEU 14% ex-USA (37% of the global stock market) https://t.co/1v1pdFpniW
Retail investors facing heightened market volatility can follow two straightforward allocation strategies endorsed by Warren Buffett and Edelweiss Mutual Fund chief Radhika Gupta. Buffett’s 90/10 rule advises ninety percent of assets in a low‑cost S&P 500 index fund and ten percent...
The best investors stay calm when markets are volatile, and these financial habits can help you stay the course. https://t.co/hO1oDA3Gyi
"If You Can't Beat 'It, Stack 'It" Quantica's latest on why the cost of diversification depends on how you fund it, not the diversifier itself. Worth your time. https://t.co/w7oKWKy3Ot
NOAH Holdings Limited announced that full‑year 2025 net revenue was essentially unchanged at RMB 2.6 billion, while operating profit jumped 22.5% to RMB 777 million. The firm highlighted a 35% Q4 operating margin, a hefty dividend payout and AI‑driven efficiency gains.
Is it considered style drift if a midcap portfolio ends 1Q as smallcap? Asking for a friend.
Always a pleasure talking with @SquawkCNBC and @BeckyQuick. Trying to think longer term to buy quality companies on sale. $NFLX $UNP $SNPS $DOV $ANFGF $MS
Imagine if the global stock market reverted to 50/50 US/ex-US... doesn't seem like folks are positioned for it.. ...in today's environment, "we are bullish international" means having like a 10% allocatoin to it lol $EFA $EEM $ACWI $VEU https://t.co/bSBFac5qch
