Carson Wealth

JANUARY 6, 2025

Charts #2 and #3: Broad-based Gains Supported by Fundamentals A lot has been written on how the S&P 500 is dominated by a small number of very large technology-oriented companies, sometimes called the Magnificent Seven. The S&P 500 fell over 6% in 2018 as the Fed tightened policy, and the trade war was raging.

Marketing

Random Roger's Retirement Planning

NOVEMBER 9, 2024

Investors of course love dividends but share buybacks and debt reduction are more tax efficient than dividends which are taxed at ordinary income rates. It offered no crisis alpha though in the 2020 Pandemic Crash and in 2018 it was down 13.5% I threw in the Schwab US Dividend for context. versus 4.5% Now as a diversifier.

Investments

Darrow Wealth Management

JULY 24, 2025

The “One Big Beautiful Bill Act” (OBBB Act), signed into law by President Trump on July 4, 2025, represents a massive overhaul of federal tax policy. The expanse and complexity of the new tax bill cannot be understated. Please discuss your situation with a CPA or qualified tax advisor.

Taxes

The Big Picture

JULY 28, 2025

00:12:02 [Speaker Changed] 2018, you become Chief Investment Officer for the fixed income group at Franklin Templeton. 00:13:58 [Speaker Changed] Number one, when you challenge yourself, you really can step up. Number two, there are parts of fixed income that I thought would be, i’ll, I’ll just say it, boring, right?

Economy

Random Roger's Retirement Planning

FEBRUARY 14, 2025

It's only down year was 2018 with a decline of 7.91%. Both True North portfolios also held up relatively well in the 2020 Pandemic Crash which are the max drawdown numbers in the chart. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio

Random Roger's Retirement Planning

MARCH 29, 2025

So I take that as a good number to study for this blog post. In 2018 you can see that two of them helped with just a few basis points. A year like 2018 constitutes down a little and is probably less important than protecting against down a lot like in 2022. I chose the three alts randomly, only two are part of the AQR filing.

Portfolio

Carson Wealth

MARCH 7, 2025

Note that this is one way a lot of Chinese goods making their way into the US have avoided tariffs (since 2018). Back in 2018, the Trump administration gave out subsidies to blunt the impact, but it may not be as easy this time around with the deficit already running high. Think of it like a one-time increase in the sales tax.

Economy

Random Roger's Retirement Planning

JANUARY 10, 2025

That would have been a more timely prognosis in 2018 or so but that's ok. I pulled the number 50 out of the air, turns out it's exactly 50 which make me snort out loud when I counted. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Engineering

Wealth Management

JUNE 11, 2025

Number 8860726. 2025-47, a Tax Court denied the estate of a Kentucky decedent a marital deduction for a bequest, finding that it wasn’t qualified terminable interest property (QTIP) because a QTIP election wasn’t made. Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018.

Taxes

Nerd's Eye View

NOVEMBER 13, 2024

With Republicans appearing to have secured a sweep of the White House and both chambers of Congress, the most immediate question for many financial advisors and their clients is what impact the election results will have on the scheduled expiration of the Tax Cuts & Jobs Act (TCJA) at the end of 2025.

Tax Planning

Random Roger's Retirement Planning

MARCH 9, 2025

Portfolio 3's worst year was 2018 when it fell 7.76%. Portfolio 2 had two years where it was down 5% (those were the worst two) and the leveraged version's worst year was 2018 when it fell 12.26%. The Calmar Ratios for all three are much higher than VBAIX but the kurtosis numbers a slightly inferior.

Portfolio

Nerd's Eye View

OCTOBER 16, 2024

Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households.

Taxes

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). By any measure, we still have an enormous number of unfilled positions. Workers upskilled and launched new businesses.

Medicine

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. In 2018, the brackets dropped to 10%, 12%, 22%, 24%, 32%, 35%, and 37%.

Taxes

Random Roger's Retirement Planning

APRIL 3, 2024

Looking at AQMIX on your statement kind of going nowhere for 10 years could be difficult but clearly a portfolio with the allocation in Portfolio 3 would have kept up just fine and if they had focused on the bottom line number and not the line items, it would not have been difficult. It only back tests to 2018 but here's what you get.

Numbers

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. That’s the slowest pace since August 2021 and not far above the 2018-2019 average of 3.6%. but well above the 2018-2019 average of 3.2%. New highs scare many investors, but history suggests more new highs will follow.

Numbers

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. In 2018, the brackets dropped to 10%, 12%, 22%, 24%, 32%, 35%, and 37%.

Taxes

Brown Advisory

MARCH 30, 2018

Outlook for 2018 | Confronting the Unknown. Fri, 03/30/2018 - 11:57. sectors due to the recent tax law overhaul. One final note: We present a number of generalized views on capital markets in this publication, but in daily practice, our recommendations to any given client are highly tailored to that client’s situation.

Asset Allocation

Trade Brains

NOVEMBER 17, 2023

2018-19 7.04 -1.87 As we know from the data of previous years the margins are not stable due as their earnings were dependent on the number of contracts. Net Profit Margin is fluctuating due to changes in the interest and tax payments as the company business was subdued in the initial days. Net Profit (Cr.) 2022-23 350.96

Government

Random Roger's Retirement Planning

MARCH 11, 2024

The 1987 crash was partly attributed to selling portfolio insurance and there was the so called Volmageddon of 2018. 2018 was not 1987 and if there is another event where volatility ends up being a major determent then it will be different than the other two but with some overlap. Events don't repeat but the can rhyme.

Numbers

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. Berkshire’s book value growth is after tax, while the S&P Index return is pretax.

Assets

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting. Wed, 08/01/2018 - 09:30. Berkshire’s book value growth is after tax, while the S&P Index return is pretax. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018.

Assets

Carson Wealth

AUGUST 4, 2022

1 It’s a number that just keeps rising, too. Oh, and it doesn’t account for things like over-the-counter medications, dental care or long-term care costs. . Purpose-specific accounts, such as health savings accounts (HSAs), often have built-in tax incentives that can make them a worthwhile option. December 4, 2018.

Retirement

Darrow Wealth Management

JUNE 26, 2023

Property taxes For example, in certain locations such as sought-after vacation destinations, property taxes can be quite high. Property taxes For example, in certain locations such as sought-after vacation destinations, property taxes can be quite high. It’s all relative though.

Insurance

Random Roger's Retirement Planning

APRIL 17, 2024

I don't know whether those weightings can vary but the numbers come off the home page for the fund. TRTY only goes back to late 2018 so I build the following to try to replicate it with exposure I believe to be consistent with what TRTY owns. I'd bet that Hussman anecdote from above came from a place of emotion given the timing of it.

Portfolio

Good Financial Cents

APRIL 1, 2023

That will give you a combined contribution of $13,000, which will also be fully tax-deductible. In theory, the purpose is to exhaust the plan within your lifetime, providing the IRS with its expected tax revenue. If either of you are, tax deductibility may be either limited or eliminated completely. Ads by Money.

Planning

Random Roger's Retirement Planning

JUNE 26, 2024

In 2018 the S&P 500 was down a little over 4% and managed futures was down about 8%. Those aren't big numbers so a portfolio that was 80% equities and 20% managed futures that year would have been down 5.4%. But what if the numbers were bigger? Ok, no big deal, it happens. Ok, no big deal, it happens.

Portfolio

Trade Brains

JANUARY 10, 2023

Different agencies expect global production numbers to improve to 94 Mn units by FY26 for LV and 2.6 Presented below are the production numbers from the Society of Indian Automobile Manufacturers (SIAM). This is because of a higher tax expense in the recent fiscal. million in FY22 from 2.5 Mn in FY22. figures in thousands).

Manufacturing

WiserAdvisor

FEBRUARY 21, 2023

In 2018, there were approximately 52.4 Some studies also show that by 2034, the number of older adults will outnumber children. Due to the lack of technological know-how in the older generation, many scammers use new-age methods, such as obtaining passwords, account numbers, Social Security numbers, etc.,

Financial Advisor

Random Roger's Retirement Planning

SEPTEMBER 28, 2024

Depending on your tax situation though, more dividends may not be better. In the mini crash at the end of 2018, FNDX and SPHQ did worse than the S&P 500, SPYV was about the same as market cap weighting and SCHD was the best performer for that event. The reader was right for ten years. This table captures ten years.

Taxes

Random Roger's Retirement Planning

JUNE 5, 2024

The numbers for Portfolios 1 and 3 add up to 105% because I am replicating 5% into a 2x bitcoin fund. It only goes back to 2018 because in 2017, Bitcoin went up an amount that may not be repeatable. We'll use CAOS for tail risk and what has more asymmetric opportunity than Bitcoin?

Portfolio

Random Roger's Retirement Planning

AUGUST 28, 2024

In the partial year 2018, the very leveraged version lagged by a lot in a year that was very difficult for managed futures. There's a good chance of getting essentially the same effect with much less risk of being vulnerable to something breaking or at least bending a lot like managed futures in 2018. Closing out with a theory.

Portfolio

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

The way that number went up though, I don't know if it was a real number or not. The other meaningful monetization was my side gig AdvisorShares which lasted for about four years until 2018. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Numbers

Random Roger's Retirement Planning

APRIL 19, 2024

The Trinity Replication captures some of the effect of the market longer term, maybe enough, maybe not enough, you can look at the other post to get more numbers, but that is what real diversification looks like. Also, 2023 it noteworthy. One take away is that nothing can be best for all times. We say that repeatedly here.

Portfolio

Trade Brains

SEPTEMBER 29, 2023

According to the Society of Indian Automobile Manufacturers (SIAM), passenger vehicles registered the highest-ever domestic sales in 2022- 23, surpassing the previous peak of 2018-19. Commercial vehicles too performed well, coming close to the previous sales peak of 2018-19. 2-wheelers fail to keep pace with other automobile segments.

Planning

Random Roger's Retirement Planning

JULY 15, 2023

The Permanent Portfolio (PRPFX) which purports to be all weather (even if just in design, not sure if they say that in their literature) put in some interesting numbers over the last couple of years. in 2018 when VBAIX dropped 2.8%, not very all weatherish. This year RDMIX is down about 1%. In 2022 it was down 5.5%

Asset Allocation