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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

Remember GameStop in January 2021? However, financial planning isn’t as simple as managing a budget or picking a few investments. Those who stayed invested came out ahead. However, those who sold locked in their losses permanently. The same is true for chasing “hot” stocks.

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1031 Exchanges vs. Opportunity Zone investments

SEI

A 10% basis step-up for five-year holds was part of the original OZ program but expired in 2021. Policy proposal landscape 1031 exchange : The Biden administrations 2025 budget proposed a $500,000 cap on deferrable gains, representing a significant potential shift for high-net-worth clients.

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Market Commentary: Stocks Pause After Post-Election Surge

Carson Wealth

51 new highs is the most since 2021 and ranks as the seventh most ever, with this year the second most in an election year ever (1964 saw 65 new highs). Since President Biden took office in January 2021, the S&P 500 has gained more than 52%, for a very impressive annualized return of 11.6%. under President Clinton the strongest.

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Ten Questions on Tariffs, the Economy, Markets, and Our Outlook

Carson Wealth

The Budget Lab at Yale University estimates larger prices increases on items like computers and electronics (+10.6%), apparel (+7.5%), autos (+6.1%), fresh produce like fruits and vegetables (+2.9%), and wood products (+2.9%). The impact on prices is also going to vary depending on the type of product.

Economy 87
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How Will the One, Big, Beautiful Tax Bill Impact Markets?

Carson Wealth

2020 Q1–2021 Q2: Profit growth was given a huge boost by massive fiscal deficits during the post-Covid era, adding to profit drivers like increased household spending and investment. Offsetting this are cuts to other parts of the federal budget, mainly Medicaid and safety net programs like SNAP (food stamps).

Taxes 75
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Transcript: Stephanie Kelton on US Fiscal Policy and the ‘Deficit Myth’

The Big Picture

You were the Chief Economist for the US Senate Budget Committee during, was that during the Obama administration? So wait, so you are the Chief economist for the Democrat US Senate Budget Committee, who is the chief economist for the Republicans Stephanie Kelton : Bill something? ’cause I was just teaching economics at UMKC.

Economy 144
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2 Stocks to buy now for an upside of up to 19%; Recommended by Trade Brains Portal

Trade Brains

Through the development of budget hotels, carefully thought-out travel packages, commercial promotion, information exchange, and communication with global reservation systems, it also makes a substantial contribution to the expansion of both domestic and international travel.