Sergei Klebnikov

With Congress acquiescing to all of Trump's wishes and the courts stacked in his favor, many are concerned about an unbridled president. To the rescue comes the market.

Lewis Altfest was one of the earliest fee-only advisors when he founded his family firm in 1983. These days he is serving his clients distressed houses, REITs and bitcoin.

At this NYC advisory, preserving wealth takes precedence over hitting home runs.

Delaware-based advisor Kimberlee Orth says clients can still get paid a reasonable rate of return on cash.

Raised in a remote Nepalese village, Yangchen Lama built her practice through cold calling and finding opportunities where others see failure.

Diane Hart built her practice as a sole practitioner by connecting with Asian American clients and leveraging her unique cultural perspective.

Laurella, Roundy & Associates are cautiously optimistic about markets in 2025, predicting a comeback in small cap stocks and normalization of the bond market.

The women-led team at C2 Advisors has been preparing its clients for market returns in 2025 and favor alternative investments.

“Data doesn’t lie—being a consistent investor will always work in your favor,” says SageMint Wealth’s Anh Tran.

Robert Chen and his team like strategies like direct indexing because they systematically tax loss harvest throughout the year for clients.