Wealth Management

JULY 3, 2025

Bordeaux joined the Focus partnership in 2017 and represented the aggregator’s first deal since private equity firms KKR and Stone Point Capital acquired stakes in Focus. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management

Zoe Financial

JANUARY 28, 2025

What do these mean, and which is a sounder investment strategy? Weve simplified the differences between time in the market and market timing to explain the best investing strategies for investors. 2 Investing Is An Emotional Rollercoaster When it comes to investments, company stock prices and markets fluctuate wildly on a daily basis.

Marketing

Trade Brains

JULY 11, 2025

Let’s explore why your 2017 investment could now buy some financial relief. By 2017, hype had exploded its value. 2017–2018: Prices rocketed to Rs. Minimum investments start at Rs. 10,000 Investment Assume you bought Bitcoin in December 2017. 10,000 into near-millionaire status for 2017 investors.

Investing

The Big Picture

JANUARY 15, 2025

. ~~~ About this week’s guest: Ted Seides is founder and CIO of Capital Allocators , and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, Private Equity Deals: Lessons in investing, dealmaking and operations. So, Ted, let’s start with the basics.

Portfolio

Calculated Risk

JANUARY 5, 2025

Question #8 for 2025: How much will Residential investment change in 2025? Real GDP Growth Year Annual GDP Q4 / Q4 2005 3.5% 2008 0.1% -2.5% 2009 -2.6% 2020 -2.2% -1.0% 2024 1 2.8% 1 2024 estimate based on 2.8% Q4 SAAR annualized real growth rate. Question #6 for 2025: What will the Fed Funds rate be in December 2025?

Economy

The Big Picture

JANUARY 8, 2025

Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. He’s the chief investment officer at Bitwise Asset Management. Are these coins an investment or are they a speculation? What is Bitcoin?

Assets

Yardley Wealth Management

JUNE 11, 2025

The post The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’ – Sir John Templeton appeared first on Yardley Wealth Management, LLC. In fact, since the early 1980s, there has been a greater than 5 percent drawdown in the S&P 500 Index every year but two (1995 and 2017)! percent to +13.2

Investments

Trade Brains

JUNE 24, 2025

Overview of Sambhv Steel Tubes Limited Sambhv Steel Tubes Limited was established in 2017 and is a key Indian manufacturer of electric resistance welded (ERW) steel pipes and structural tubes. Conclusion Sambhv Steel Tubes Limited’s IPO provides an opportunity to invest in a growing steel tubes manufacturer. Kaushlya Goyal offers Rs.

Manufacturing

Nerd's Eye View

MAY 16, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

Financial Planner

Carson Wealth

JANUARY 13, 2025

But some of those companies will become an IBM, GM, or Kodak perhaps still worthy of investment in the future, but not the dominant player it is today. million in 2023 but well in the ballpark of what we saw in 2017-2019 (2.1 All indices are unmanaged and may not be invested into directly. million average per year).

Marketing

Trade Brains

JUNE 26, 2025

The nation’s largest lender picked six top investment banks. Finally, SBI’s own investment arm, SBI Capital, completes the roster. SBI itself last tapped the market via QIP in 2017-18. Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

Sales

Harness Wealth

DECEMBER 30, 2024

Before 2017, employees who received RSU or NSO equity compensation faced a dilemma. The 83(i) election was introduced as part of the Tax Cuts and Jobs Act of 2017 to address this issue. Consequently, it wasnt unheard of for employees to decline equity compensation altogether because the tax risk was too great.

Taxes

The Big Picture

JULY 1, 2025

The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , is below. Eva is group Chief Investment Officer for insurance, giant Swiss Ray. Really a fascinating conversation with someone who is uniquely situated in the investment world. It was the best from the investment banking teams.

Investing

Wealth Management

AUGUST 6, 2025

OBBBA Creates Tax Incentives for Capital Investments One of the key features of the OBBBA is the return of 100% bonus depreciation on qualified capital assets. Related: 11 Investment Must Reads for This Week (Aug. CFRA’s equity analysts estimate that AT&T will save between $6.5 The team also expects that T-Mobile will use its $1.5

Taxes

Carson Wealth

MARCH 3, 2025

You should never blindly invest in seasonality, but just as February was ripe for potential trouble, be open to a nice Spring bounce. Hopefully because youve been reading this then you know that even the best years have scary headlines and volatility and that volatility is the toll we pay to invest. Panic Is in the Air How do you feel?

Marketing

Tobias Financial

AUGUST 5, 2025

A substantial portion of the conversation focused on the One Big Beautiful Bill, which aims to expand and make permanent several provisions introduced under the Tax Cuts and Jobs Act of 2017. Tobias Financial Advisors is registered as an investment advisor with the SEC.

CFP

Carson Wealth

NOVEMBER 4, 2024

The 2017-2019 pace was 3.1%.) Business investment was also strong in Q3, though half of that was from aircraft spending, and that is unlikely to repeat in the next quarter or two. Residential investment (housing) dragged on GDP growth for the second quarter in a row. The prime-age employment-population ratio fell from 80.9%

Marketing

Meb Faber Research

JULY 20, 2025

Log into your account your username your password Forgot your password? Get help Privacy Policy Password recovery Recover your password your email A password will be e-mailed to you. rara) Deploy mode: deploy uid: 687dca94d918f -->

Economy

Cordant Wealth Partners

NOVEMBER 18, 2024

A donor-advised fund is a charitable investment account that allows you to support your preferred charities over time while receiving a tax deduction upfront. How much control do I have over my DAF investment allocation? Additionally, with a DAF, you or your investment advisor , can direct the account's investment strategy.

Taxes

Harness Wealth

APRIL 17, 2025

As Doug Waite of LexTax explains, “Whether to take itemized or standard deduction all depends on if your itemized deductions (medical, state and local taxes, mortgage and investment interest expense, charitable contributions, and certain miscellaneous expenses) exceed your standard deduction.”

Taxes

Random Roger's Retirement Planning

NOVEMBER 20, 2024

I took the above picture in 2017. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. It is now for sale and today I spent time going through it (virtually) to decide whether to pursue it or not.

Retirement

The Big Picture

MAY 21, 2025

This pronouncement motivated subsequent blog posts (notably in 2005 and 2021 ) and a full chapter in “ How Not to Invest.” A fallible human being publishing their uninformed opinion in print should never be the basis for making any intelligent investment decision. billion per month. and the Nasdaq 100 of -15.9%.

Retail

Harness Wealth

JANUARY 10, 2025

Employees working remotely due to company policies are not eligible, as the 2017 Tax Cuts and Jobs Act removed home office deductions for W-2 employees. Harness Wealth Advisers LLC is a paid promoter, internet registered investment adviser. Are Personal and Lifestyle Expenses Deductible for Influencers and Entertainers?

Taxes

Random Roger's Retirement Planning

JULY 4, 2025

VettaFi has info on GTAA even though it closed in 2017. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. When I was at AdvisorShares, the Morgan Creek Global Tactical ETF (GTAA) maintained positions in levered ETFs for an extended period.

Portfolio

Wealth Management

AUGUST 5, 2025

Diana Britton , Executive Editor , WealthManagement.com August 5, 2025 9 Min Read Wealthcare CEO Matt Regan Wealthcare, an integrated tech platform and hybrid registered investment advisory firm in West Chester, Pa., recently closed on its sale to Sammons Financial Group, an insurance holding company building out a wealth vertical.

Wealth Management

Zajac Group

NOVEMBER 7, 2024

However… If you are considering gifting stocks or other investments, it may be worth considering the cost basis—and namely, the potential benefit of allowing your intended recipients to inherit the equity instead. Investments are subject to risk, including the loss of principal. Past performance is no guarantee of future results.

Planning

Darrow Wealth Management

JANUARY 13, 2025

How to buy a house while selling yours Using home equity from your current house or the one you’re buying 401(k) loan Cash-out refinance to pull equity from your current property Get a gift from family Make a smaller down payment Sale-leaseback contingency on your old home Securities-backed line of credit to tap your investments 1.

Taxes

MainStreet Financial Planning

NOVEMBER 25, 2024

The personal exemption for 2025 remains at $0 (eliminating the personal exemption was part of the Tax Cuts and Jobs Act of 2017 (TCJA)) Long-term capital gains rates and brackets: The maximum child tax credit is still $2,000 per qualifying child and was not adjusted for inflation.

Taxes

Validea

JUNE 2, 2025

Instead, it’s built to perform reasonably well across a wide range of market conditionsand more importantly, to help investors stay invested during turbulent times. The chart below compares the All Weather Portfolio to a traditional 60/40 stock-bond portfolio from 2007 through 2025 YTD: Year All Weather 60/40 Portfolio 2007 11.1%

Portfolio

Tobias Financial

JUNE 1, 2025

Our Senior Wealth Advisor and Chief Investment Officer, Matthew Saneholtz, CFA, CFP, EA , was recently quoted in a Daily Upside article, breaking down the potential financial implications of this sweeping legislative proposal. Disclosure : Tobias Financial Advisors is registered as an investment advisor with the SEC.

Taxes

Nationwide Financial

AUGUST 7, 2024

As the accompanying chart illustrates, 2024 had been shaping up to be one of the calmest years for stocks; for the year to date through July, the VIX average was well below its 30-year average and at its lowest level since 2017.

Marketing

Harness Wealth

MARCH 27, 2025

The SALT deduction cap The Tax Cuts and Jobs Act of 2017 imposed a $10,000 cap on the federal deduction for state and local taxes (SALT). Potential for increased business investment The financial advantages derived from PTET’s tax savings can present a considerable opportunity for increased business investment.

Taxes

Validea

JUNE 23, 2025

David and Tom Gardner may not take themselves too seriously in their public personas, but their investing strategy is anything but foolish. A $100,000 investment would have grown to $1.5 Performance Overview (July 15, 2003 – 2025 YTD) Since inception, the Small Cap Growth Investor (Fool inspired) Portfolio has returned 13.2%

Valuation

Trade Brains

AUGUST 8, 2025

Also Read: Bank stock jumps 8% after receiving approval from RBI to act as a universal bank About the company BSE (Bombay Stock Exchange), founded in 1875 as The Native Share & Stock Brokers’ Association, is Asia’s first and world’s fastest stock exchange, and it became India’s first publicly traded exchange in 2017.

Banking

Harness Wealth

APRIL 17, 2025

Net Investment Income Tax. Tax changes expected in 2025 The approaching expiration of several key provisions from the 2017 Tax Cuts and Jobs Act that could fundamentally reshape the advantages of ISOs versus NSOs in 2025. High-income earners face additional tax considerations with NSOs, potentially triggering both the 0.9%

Taxes

Wealth Management

AUGUST 4, 2025

4, 2025) 11 Investment Must Reads for This Week (Aug. Before joining McKinsey in 2017, Field had been with Accenture for over six years. LPL’s human resources group includes talent management, rewards, learning, culture and engagement, and HR business partners.

Estate Planning

Carson Wealth

JANUARY 21, 2025

in 2016 2017, but 4.0% In 2016 2017 Trumps election was seen as a major boon to smaller businesses and cyclical sectors of the economy leading up to inauguration. All indices are unmanaged and may not be invested into directly. First, the S&P 500 has climbed higher. versus +6.6% The broad Bloomberg U.S.

Marketing