Wealth Management

Value investing, long championed by legends like Warren Buffett, has historically delivered strong long-term returns. However, in the past decade, growth stocks have significantly outpaced value due to low interest rates inflating the valuations of high-growth companies. 

 

From 2011 to 2020, large value funds underperformed growth funds by more than five percentage points annually, and in 2020 alone, the gap was a striking 32.2%. Although value outperformed in 2022, the trend reversed in 2023 and 2024, with growth indexes returning over 40% and 33%, respectively, compared to value’s 11.5% and 14.4%. 

 

Still, investors looking for long-term value exposure can consider top ETFs like the Vanguard Value ETF (VTV), iShares Russell 1000 Value ETF (IWD), and Vanguard Small-Cap Value ETF (VBR). 


Finsum: These funds offer broad diversification, low expenses, and dividend yields making them attractive options for value-focused portfolios.

In today’s fast-evolving financial landscape, your broker-dealer relationship plays a central role in the success of your practice. Whether you’re seeking greater flexibility, higher payouts, or more modern tools, here are the key factors to focus on when evaluating your next move:

  • Payout Structure: Look for a competitive payout that balances high earnings with strong support services.
  • Technology and Tools: Ensure the broker-dealer provides modern, integrated platforms that streamline your operations and enhance client service.
  • Culture and Values: Partner with a firm that aligns with your philosophy and genuinely prioritizes advisor success.

If your current BD no longer aligns with your goals, values, or client needs, it might be time to explore alternatives.


Finsum: Choosing the right broker-dealer is more than a financial decision—it’s a strategic step toward building the practice and lifestyle you envision.

President Trump’s sweeping “Big Beautiful Bill” has stirred surprisingly little excitement within the retirement industry, largely because it leaves the defined contribution landscape mostly untouched. While the law does expand health savings accounts and introduces a limited Social Security tax break for lower-income seniors, it sidesteps deeper retirement reforms that many industry advocates had hoped for. 

 

Notably, a bipartisan proposal to unlock more than $100 billion in surplus pension and retiree health assets for worker benefits was excluded, frustrating supporters who saw it as a pro-employee measure. On the positive side, the bill preserves current retirement tax incentives, avoiding feared rollbacks that would have impacted savings strategies. 

 

Outside the retirement space, the bill’s increase to the national debt ceiling could hasten Social Security insolvency by a year, according to the Committee for a Responsible Federal Budget. 


Finsum: Investors should also consider how the  "Trump Accounts" for children could impact clients’ children

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