Start 2025 Strong: Key Steps to Improve Your Financial Plan
As the new year begins, it’s a great time to reflect on your financial goals. Are your current plans still in line with what you want to achieve? Have changes in the economy or your personal life affected your progress? Financial planning isn’t something you set once and forget—it’s an ongoing process of managing your …. Read More
Personalization Becomes Key for Investment Strategies in 2025
In 2025, the U.S. Federal Reserve plans to continue easing its monetary policy, maintaining its current direction. The latest rate cut of 25 basis points took place on December 18. As a result, future policy changes will push investors to rethink their strategies. With expected rate cuts, the period of easily allocating funds to bonds …. Read More
Master Your 2025 Sales Forecast: 5 Strategies to Align Sales and Budgeting
As 2025 approaches, accurate sales forecasting is more important than ever. Economic uncertainty and fast-changing technology make it essential to have a clear view of your revenue pipeline. This clarity helps shape your budget and guides strategic decisions across your company. Here are five key strategies to align your sales forecasting and budgeting for a …. Read More
Smart Financial Planning for 2025: 5 Steps to Take Control of Your Money
January is the perfect time to start fresh and set yourself up for financial success. As we begin 2025, it’s a great opportunity to review your financial habits, set long-term goals, and make plans that will help you build a strong financial future. Whether your goal is to save for emergencies, pay off debt, or …. Read More
5 Practical Ways to Improve Your Money Management in 2025
Managing your money well is a crucial skill, especially as you navigate the financial challenges and opportunities of 2025. With rising costs, new technology, and changing financial trends, taking control of your finances is more important than ever. In this article, we’ll share practical tips to help you manage your money better and set yourself …. Read More
Financial Planning: A Step-by-Step Approach
Understanding Financial Planning Financial planning means assessing your current financial situation, with or without a professional’s help, and creating a strategy to reach both short-term and long-term financial goals. TABLE OF CONTENTS What is a Financial Plan? A financial plan is a document that outlines your financial situation, goals, and strategies to achieve them. Ongoing …. Read More
7 Practical Money Management Tips for Financial Stability
1. Make a Budget and Follow It A budget is the foundation of good money management. It acts as a financial plan that helps you divide your income among expenses, savings, and investments. Creating and following a budget is essential for keeping your finances under control. 2. Build an Emergency Fund An emergency fund acts …. Read More
10 Key Trends in Asset Management for 2025
Welcome to the eighth edition of 10 Ideas in Asset Management. By many measures, 2024 was a challenging year, marked by rising geopolitical tensions, extreme weather events, social unrest, and shifts in the global political landscape. Despite these challenges, most financial markets—especially in the U.S.—remained resilient. As inflation eased and policies became more favorable, asset …. Read More
2025 Financial Planning and Wealth Management Overview
Stay on course in 2025 to achieve your financial goals by preparing for possible tax changes, addressing inflation concerns, and understanding rising risk management costs. With a new administration in Washington, changes to tax policies and economic factors may be on the horizon. Investors should be prepared for a period of adjustment. This may mean …. Read More
2025 Perspective: Changing Strategies and Approaches in Asset Management
In 2024, the asset management industry saw significant expansion, with global assets under management (AUM) reaching a record $132 trillion by June, rebounding from the previous year’s downturn. This growth was fueled by strong market performance and healthier net flows, despite challenges such as outflows from high-fee active equity mutual funds and shifts in private …. Read More