The Big Picture

JULY 1, 2025

Bachelor’s in economics and a BS in computer science from Wellesley in Boston and then an MBA from Harvard Business School. So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy.

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Calculated Risk

DECEMBER 20, 2024

Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $61.1 The following graph shows real Personal Consumption Expenditures (PCE) through November 2024 (2017 dollars). billion (0.3 billion (0.3 percent) and personal consumption expenditures (PCE) increased $81.3

Food 147

Food Taxes Economics 147

Investing Caffeine

MAY 1, 2025

Issues are More Gray Than Black or White Journalists – most of whom have little investing experience – like to authoritatively paint economic issues in black-or-white terms. Or are these risks being overstated and distorted by media outlets that chase monetary gains? Please read disclosure language on the IC Contact page.

Media 52

Media Economy Investing Investments 52

Carson Wealth

MARCH 6, 2025

If youre planning a move, keep these three priorities in mind: Taxes Does your new home state have an estate/inheritance tax? Could other state tax laws affect your strategy? The biggest shift in estate planning in decades came from the 2017 Tax Cuts and Jobs Act, signed by President Trump during his first term.

Estate Planning 125

Estate Planning Planning Taxes Financial Advisor 125

The Big Picture

MAY 27, 2025

He sold the company in 2017 or so for about seven and a half billion dollars. And but to be, to be clear, I sold Panera in 2017 and have not had anything to do with it since then. And I was able to tax campus co-op. I taxed the student body. billion, literally in 2017. 00:02:05 [Speaker Changed] Yes. I built it.

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Food Numbers Investing Investments 130

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. and global economic events. Slide 7: U.S.

Economics 52

Economics Portfolio Taxes Numbers 52

Carson Wealth

JULY 14, 2025

If you look just at the end point, it looks like a perfectly ordinary year for markets in an economic expansion so far, but we know it’s been anything but. During his first administration, the president also made fiscal policy his top priority, achieved primarily through the Tax Cuts and Jobs Act.

Investing 85

Investing Investments Marketing Marketing 85

Carson Wealth

JULY 11, 2025

One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We got massive tariffs first, and it was quite a struggle to get the tax bill past the finish line. New individual tax benefits that are set to expire in a few years.

Taxes 75

Taxes Marketing Marketing Government 75

The Big Picture

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. And I studied economics in university. And I spent a year in Princeton in the economics department in 95, 96 when Ben Panke was the chairman of the economics department. I’m curious how different studying economics is in Denmark versus United States.

Economy 253

Economy Banking Economics Taxes 253

The Big Picture

MARCH 17, 2025

Professor Stephanie Kelton teaches Public Policy and Economics at SUNY Stony Brook. You get a bachelor’s, a BA and a BS in Economics and Business at California Sacramento, then University of Cambridge, master’s in Philosophy and Economics, then a PhD in economics at the New School. I happened to pick that one.

Economy 144

Economy Taxes Budgeting Government 144

The Big Picture

FEBRUARY 3, 2025

Economically speaking, America is already great. The bottom line economically is that we rolled into 2025 with a strong, positive economic footprint, with households in good shape, strong wage growth, reasonable saving rates, and corporate profits at record highs. Tariffs are an inflationary tax ultimately paid by consumers.

Economy 313

Economy Economics Taxes Healthcare 313

Harness Wealth

MAY 9, 2025

May flowers are blooming and so are conversations about tax policy changes that could significantly impact your planning! Interested in using Harness at your tax firm, or know a tax firm you’d like to refer to Harness? While capping business SALT could raise additional revenue, it would risk slowing economic growth.

Taxes 52

Taxes Economics Manufacturing Government 52

Calculated Risk

JUNE 27, 2025

Bureau of Economic Analysis. Disposable personal income (DPI)—personal income less personal current taxes—decreased $125.0 The following graph shows real Personal Consumption Expenditures (PCE) through May 2025 (2017 dollars). From the BEA: Personal Income and Outlays, May 2025 Personal income decreased $109.6 billion (0.4

Food 200

Food Taxes Economics 200

Carson Wealth

FEBRUARY 6, 2025

The tariff policy of the Trump administration should be viewed as an economic and market risk, with some potential negative impact on inflation, interest rates, the dollar (stronger), and the path of rate cuts. All else equal, tariffs are a tax, and that means prices will go up. of GDP in 2015. But the late 2010s were an exception.

Taxes 64

Taxes Manufacturing Economy Government 64

Harness Wealth

APRIL 11, 2025

Lastly, an update regarding a crucial Fifth Circuit case emphasizing the importance of clearly defined business components when claiming research tax credits. Budget Reconciliation: Tracking the 2025 Trump Tax Cuts By Tax Foundation Extending the expiring 2017 Tax Cuts and Jobs Act (TCJA) would decrease federal tax revenue by $4.5

Taxes 52

Taxes Retirement Financial Planner Accounting 52

The Big Picture

OCTOBER 23, 2023

” That poor belief system has disadvantaged America — it has made us economically weaker, prevented the country from performing basic maintenance on its infrastructure, and generally made it a harsher place to live. Note that we undertook much of the work anyway (airports, electrical grid, roads, etc.), All simply unnecessary.

Government 332

Government Economics Budgeting Taxes 332

Calculated Risk

APRIL 26, 2024

percent at a monthly rate) in March , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $104.0 The following graph shows real Personal Consumption Expenditures (PCE) through March 2024 (2017 dollars). billion (0.5

Food 324

Food Taxes Economics 324

Abnormal Returns

OCTOBER 1, 2023

awealthofcommonsense.com) Higher interest rates mean higher taxes. theatlantic.com) Policy Per the IRS, nearly 1,000 tax filers who earn more than $1 million per year have still not filed federal tax returns for at least one year from 2017 to 2020. stlouisfed.org) The economic schedule for the coming week.

Financial Advising 299

Financial Advising Taxes Media Government 299

Calculated Risk

JULY 26, 2024

Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $37.7 The following graph shows real Personal Consumption Expenditures (PCE) through June 2024 (2017 dollars). The BEA released the Personal Income and Outlays report for June: Personal income increased $50.4

Food 265

Food Taxes Economics 265

Calculated Risk

FEBRUARY 29, 2024

percent at a monthly rate) in January , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $67.6 The following graph shows real Personal Consumption Expenditures (PCE) through January 2024 (2017 dollars). billion (1.0

Food 283

Food Taxes Economics 283

Calculated Risk

MARCH 29, 2024

percent at a monthly rate) in February , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $50.3 The following graph shows real Personal Consumption Expenditures (PCE) through January 2024 (2017 dollars). billion (0.3

Food 295

Food Taxes Economics 295

Calculated Risk

JANUARY 26, 2024

percent at a monthly rate) in December , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $51.8 The following graph shows real Personal Consumption Expenditures (PCE) through December 2023 (2017 dollars). billion (0.3

Food 282

Food Taxes Economics 282

Abnormal Returns

JUNE 9, 2024

wsj.com) Policy What happens if the 2017 tax cuts lapse. wsj.com) Investing in ports has positive spillover economic effects. wsj.com) The economic schedule for the coming week. (msn.com) How Russian propaganda spreads despite bans in place. nytimes.com) Russia's population has been shrinking for decades.

Financial Advising 278

Financial Advising Budgeting Economics Media 278

Calculated Risk

MAY 31, 2024

percent at a monthly rate) in April , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI) —personal income less personal current taxes—increased $40.2 The following graph shows real Personal Consumption Expenditures (PCE) through April 2024 (2017 dollars). billion (0.3

Food 211

Food Taxes Economics 211

The Big Picture

NOVEMBER 2, 2023

If you are in a top tax bracket and have residency in a high-tax state with strong credit quality – think Ohio, New York, Massachusetts, California, Connecticut, etc. – Cash in No Longer Trash : TINA is officially over. you should be looking at Munis here. Depending on the specifics a 4.5-5%

Taxes 283

Taxes Portfolio Marketing Marketing 283

The Big Picture

JULY 27, 2022

I have detailed over the past decade or so the lagging nature of wages in America — deflationary in economic terms — and how that had begun to change in the late 2010s pre-pandemic. Then came the pandemic, and a huge federal worker subsidy.

Medicine 329

Medicine Numbers Food Insurance 329

Calculated Risk

JANUARY 13, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. 1) Economic growth: Economic growth was probably close to 1% in 2022 as the economy slowed following the economic rebound in 2021. Prior to the pandemic, economic activity was mostly in the 2% range since 2010. 2008 0.1% -2.5%

Economy 278

Economy Sales Economics Investing 278

Calculated Risk

OCTOBER 27, 2023

percent at a monthly rate) in September , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $56.1 The following graph shows real Personal Consumption Expenditures (PCE) through September 2023 (2017 dollars).

Food 189

Food Taxes Economics 189

Calculated Risk

JUNE 28, 2024

percent at a monthly rate) in May , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $94.0 The following graph shows real Personal Consumption Expenditures (PCE) through May 2024 (2017 dollars). billion (0.5

Food 200

Food Taxes Economics 200

Calculated Risk

SEPTEMBER 27, 2024

Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $34.2 The following graph shows real Personal Consumption Expenditures (PCE) through August 2024 (2017 dollars). The BEA released the Personal Income and Outlays report for August: Personal income increased $50.5

Food 182

Food Taxes Economics 182

Nationwide Financial

AUGUST 29, 2022

Key Takeaways: Even without new legislation, the prospect of higher taxes in the future is still looming. The impact of higher taxes on retirees could be substantial, so staying up to date on the current tax landscape is vital. But even without new legislation, the prospect of higher taxes in the future is still looming.

Taxes 98

Taxes Retirement Accounting Budgeting 98

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. 1) Economic growth: Economic growth was probably close to 2.6% The "Art of the Soft Landing" requires that the Fed reduce rates quick enough to keep economic growth positive, and slow enough not to reignite inflation. 2008 0.1% -2.5%

Economy 200

Economy Sales Economics Investing 200

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. presidential election, we have grappled with the lack of clarity regarding the details of new tax legislation. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics.

Planning 52

Planning Taxes Clients Tax Planning 52

Harness Wealth

MAY 2, 2025

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect.

Taxes 52

Taxes Clients Insurance Distribution 52

Harness Wealth

MARCH 11, 2024

As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill. Here are 20 tax-efficient actions to consider when filing your taxes in 2024.

Startup 59

Startup Taxes Medical Retirement 59

Gen Y Planning

MARCH 1, 2022

Yep, it’s about that time—tax time, of course. . The sun’s out a little longer, we shed a few layers, the first blooms of the season are on full display, and taxes are due smack dab in the middle of it all. This year, your 2021 taxes are due on April 18th, 2022. This year, let’s make taxes fun! Let’s take a look.

Taxes 52

Taxes Government Accounting Numbers 52

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. Keep in mind the trajectory of economic growth was not a given, considering the scale of the shocks. Incredibly, the economy has grown faster than the 2017-2019 pace of 2.8%. That added 1.3 It helps to extend the horizon.

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Marketing Marketing Economy Government 96