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Tax Advisor Weekly News February 28, 2025

Harness Wealth

This weeks Tax Advisor news roundup covers key updates for financial professionals. We break down individual state income tax rates and brackets nationwide, explore a survey revealing that technology spending in the financial services sector is outpacing pay increases, and provide a refresher on 1099-K reporting requirements.

Taxes 52
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Market Commentary: Stocks Climb on Greater Clarity, but Rate Uncertainty Remains Elevated

Carson Wealth

If Congress does nothing, tax rates for households will revert back to pre-2017 levels. The Committee for a Responsible Federal Budget (CRFB) estimates that the deficit will surge by almost 1.8% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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The State of the Financial Services Industry

The Irrelevant Investor

(Full disclosure, Ritholtz Wealth Management has 7 Certified Financial Planners on staff) According to the journal, "The Board tells financial planners $145 of their $355 annual certification fee goes to a public-awarezness campaign, which in part promotes the LetsMakeAPlan.org site. There is still time to get your ticket here.

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3 simple, low-cost ways to connect with potential clients

Million Dollar Round Table (MDRT)

Levasseur The most important aspect of a successful financial services business is identifying, nurturing and processing prospects into new clients. Our strategy is run on a shoestring budget, but we have garnered better-quality prospects who are more closely aligned with how we operate and what we offer. By Thomas F.

Clients 102
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Market Commentary: Good News Is Good News

Carson Wealth

and 2017-2019 pace of 2.8%. Here’s something incredible: The economy has grown faster than the Congressional Budget Office forecasted in January 2020, before the pandemic. States and local governments pulled back on spending and investment in 2020 and 2021 in an attempt to shore up budgets in the face of an anticipated recession.

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Market Commentary: How Bad Is It?

Carson Wealth

Consider this: Real GDP growth has grown faster than what the Congressional Budget Office projected just before the pandemic in January 2020. Incredibly, the economy has grown faster than the 2017-2019 pace of 2.8%. The actual reading blew past those expectations, with the economy growing 4.9% That added 1.3

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Market Commentary: S&P 500 Has Another Strong Month, but Watch Out for October Jitters

Carson Wealth

One of my favorite charts is the one below, which compares Congressional Budget Office (CBO) pre-pandemic projections for growth to actual growth. over the entire 2010-2019 era, and even over the relatively stronger 2017-2019 period, it grew only 2.8%. Here’s some perspective on that upward revision of 1.3%-points: Japan grew 3.0%