Wealth Management

JULY 2, 2025

Number 8860726. Estate Planning Legal Battle Over the Control of Jimmy Buffett’s $275M Estate Heats Up Legal Battle Over Jimmy Buffett’s $275M Estate Heats Up Jun 18, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Distribution 168

Distribution Estate Planning Wealth Management Planning 168

Harness Wealth

MARCH 20, 2025

Home office space deductions Business equipment deductions Travel expense deductions Vehicle mileage deductions Business meal deductions License fee deductions Health insurance deductions Retirement contribution deductions How do I claim home office tax deductions? How Harness can help FAQs Am I eligible for home office tax deductions?

License 52

License Taxes Insurance Consulting 52

Wealth Management

JUNE 11, 2025

Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018. On July 30, 2018, Martin also created the MCC Irrevocable Trust (MCC Trust). Number 8860726. Trusts Created Martin Griffin died on July 9, 2019, survived by his spouse, Maria Creel.

Taxes 151

Taxes Wealth Management Estate Planning Distribution 151

Wealth Management

JUNE 24, 2025

Related: Retail Investors Power US ETF Flows Past $500B in 2025 Despite Macro Risks “What’s really resonating is the certainty in the downside protection,” said Graham Day, executive vice president and CIO, with Innovator, the firm that launched the first buffer ETF in 2018. Number 8860726.

Marketing 181

Marketing Marketing Wealth Management Estate Planning 181

Carson Wealth

MARCH 11, 2024

Retirement funds had been demolished and there was very little hope. Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years. For anyone who remembers that time, it was truly a frightening period in history. We had many scares along the way.

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

SEPTEMBER 9, 2024

We like to look at the “prime-age” (25-54 years) employment-population ratio, since it gets around definitional issues that crop up with the unemployment rate (someone is counted as being “unemployed” only if they’re “actively looking for a job”) or demographics (an aging population with more people retiring and leaving the labor force every day).

Marketing 72

Marketing Marketing Economy Economics 72

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 157

Clients Investing Investments Management 157

Sara Grillo

MAY 23, 2022

I don’t know when to retire or claim Social Security. For him, DIY investors on path to retiring in 5 years How do I want to serve? Do I have enough to retire? So I wanna serve DII investors on the path, early retirement within five years. What the heck is going on? Why should I have to wait for that information?”.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Brown Advisory

JANUARY 1, 2023

These are the businesses in which we want to invest your savings (and ours) so that they can compound over time, ensuring your security in retirement and our opportunity to create value for you. We invested in five new companies during the year which was the most since 2018. 5 on a net of fees basis.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

MARCH 27, 2023

So you retire in 2018. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. But it was not a liquidity issue. ’08 And bonds were trading at huge discounts because there were no buyers anymore. RITHOLTZ: Really interesting. MIELLE: Exactly.

Assets 280

Assets Investing Investments Management 280

The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. But before I leave the teal macro, I gotta ask you about the famous Vage trade in 2018. Tell us a little bit about that trade.

Assets 167

Assets Management Portfolio Taxes 167

The Big Picture

SEPTEMBER 10, 2024

I don’t even know what it’s going to be yet, but I mean, I’m not retiring. A term that we sort of invented in 2018, which I regret now. You have to get compliance. And that’s why I always think about my life, which is the next thing I do is gonna be something totally different. 00:24:26 Okay.

Valuation 157

Valuation Clients Investing Investments 157

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. The board could pay his successor a modest amount in cash, with an incentive in stock options whose strike price would increase with the capital retained and a requirement that shares obtained through the option are held for a few years past retirement.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. The board could pay his successor a modest amount in cash, with an incentive in stock options whose strike price would increase with the capital retained and a requirement that shares obtained through the option are held for a few years past retirement.

Investing 52

Investing Investments Ethics Taxes 52

Sara Grillo

MAY 8, 2023

Policy lapse results in phantom income tax on the entire amount of the capital gain in the policy, plus there is the disappointment of having an asset you counted on (maybe to retire) go to zero. Sara G About Bobby Samuelson Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: That started in 2018. And the reason why I say that is, in 2000, January 1st of 2018, the federal SALT tax was initiated. MILLER: Right, so the thinking was when that law went into effect January 1st of 2018, that it was going to be like the Beverly Hillbillies packing up and going to Florida. MILLER: Yeah.

Sales 130

Sales Numbers Taxes Marketing 130

Sara Grillo

SEPTEMBER 26, 2022

Along his journey he has been quoted in the following publications: The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Retirement Report, TheStreet.com, Cheddar.TV, Crain’s Detroit Business and MarketWatch.com; among others. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

He says that in the CFP Board’s standard of conduct it states unambiguously that all CFP designation holders must voluntarily disclose all prior misconduct, any disclosures that may be on their FINRA or SEC IAPD records – and, as revealed in the 2018 Wall Street Journal expose , nobody did it (Zweig, Fuller). 2018, July 24).

CFP 80

CFP Financial Planner Ethics Financial Planning 80