Abnormal Returns
DECEMBER 25, 2023
(wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. morningstar.com) Wealthy couples have some tax levers to pull in retirement. advisorperspectives.com) Do financial advisers recommend annuities to their clients? riabiz.com) When should you hire? kitces.com)
Abnormal Returns
FEBRUARY 19, 2024
downtownjoshbrown.com) How indexing has made for a better financial advice industry. thinkadvisor.com) How tax treatment differs across states for 529-to-Roth IRA rollovers. billion in donor-recommended grants in 2023. standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand.
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Harness Wealth
MARCH 31, 2023
The Igloo Company Pudgy Penguin #7625 – source: sothebys.com As non-fungible tokens (NFTs) have gained mainstream popularity, it’s essential to understand the tax implications associated with these crypto assets. Table of contents Introduction to NFTs How are NFTs taxed Taxes when buying NFTs Can NFTs be taxed as collectibles?
Darrow Wealth Management
NOVEMBER 17, 2022
In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. They paid $300,000 for the house.
Abnormal Returns
JANUARY 16, 2023
thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game. blogs.cfainstitute.org) How Merit Financial Advisors is building out its tax practice. thinkadvisor.com) The biz The M&A has shifted in 2023 with a focus on firms with alts capacity. financial-planning.com).
Abnormal Returns
OCTOBER 17, 2022
Podcast Barry Ritholtz talks with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. ritholtz.com) Brendan Frazier talks with Derek Tharp about the psychology of delivering financial advice. theblock.co) Conferences A list of the 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023.
Zoe Financial
APRIL 23, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was down 0.1%
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