Wealth Management

JULY 9, 2025

in 2023, according to a study by Ensemble Practice and BlackRock. July 9, 2025 23 Slides START SLIDESHOW hudiemm/iStock/Getty Images A big industry focus these days is on organic growth; many stress that if advisors can crack the code and grow their client base, they can gain a competitive edge. New client AUM grew on average 7.5%

Wealth Management

Wealth Management

JULY 2, 2025

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. As of year-end 2023, Gen X made up a quarter of U.S. In comparison, only 9% of advisors’ clients in 2023 were millennials or Gen Z members.

Financial Advisor

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.

Tax Planning

Cordant Wealth Partners

NOVEMBER 18, 2024

We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.

Taxes

Nerd's Eye View

NOVEMBER 1, 2024

Also in industry news this week: A recent study suggests that while a majority of financial advisory clients surveyed have only had 1 advisor, deteriorating client service is a key risk factor that could sway certain clients to leave for a different advisor RIA M&A activity in 2024 is poised to surpass the total number of deals seen in 2023, according (..)

Financial Planner

Calculated Risk

MAY 15, 2025

This ties the November 2023 reading, and is the lowest since the index hit 31 in December 2022. Builders expect future trade negotiations and progress on tax policy will help stabilize the economic outlook and strengthen housing demand. Meanwhile, the average price reduction was 5% in May, unchanged from the previous month.

Sales

Calculated Risk

MAY 5, 2025

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. The YoY change in new home sales in late 2022 and early 2023 suggested a possible recession. I ignored that downturn as a pandemic distortion.

Sales

Calculated Risk

APRIL 7, 2025

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. The YoY change in new home sales in late 2022 and early 2023 suggested a possible recession. I ignored that downturn as a pandemic distortion.

Sales

Calculated Risk

FEBRUARY 6, 2025

growth recorded in the same month of 2023. growth recorded in the final month of 2023. year over year in December, though the uptick mostly reflects weak 2023 year-end. uptick in 2023. From CoreLogic: CoreLogic: Home Price Growth Ticks Up Slightly in December The national home price gain was 3.4%

Insurance

Harness Wealth

FEBRUARY 5, 2025

The rise of remote work and digital nomadism has made FEIE a common tax minimization strategy for Americans living abroad. What is the Foreign Tax Credit (FTC)? Financial and lifestyle considerations of living abroad The importance of professional tax advice for expats FAQs about the FEIE What is the Foreign Earned Income Exclusion?

Taxes

WiserAdvisor

JULY 2, 2025

In 2023, the United States’ National Health Expenditure (NHE) reached $4.9 Using Health Savings Accounts (HSAs) to manage healthcare costs in retirement A health savings account (HSA) is one of the most tax-efficient tools available for covering qualified medical expenses, both before and during retirement.

Healthcare

WiserAdvisor

JUNE 13, 2025

It can also help reduce taxes and make life easier for your family during difficult times. A 2023 survey by Law Depot found that 73% of Americans didn’t have an estate plan. A qualified local attorney can help you create a plan that honors your wishes and minimizes taxes. Yet, many people put it off. The result?

Estate Planning

Carson Wealth

APRIL 21, 2025

. “Life Moves Pretty Fast” -Ferris Bueller Powell explicitly quoted Ferris Bueller to summarize how the new administration’s policy has completely upended their picture of the economy as we move forward, including policies around 1) trade, 2) immigration, 3) fiscal policy (taxes), and 4) regulation.

Marketing

Calculated Risk

JUNE 9, 2025

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. The YoY change in new home sales in late 2022 and early 2023 suggested a possible recession. I ignored that downturn as a pandemic distortion.

Sales

Wealth Management

JUNE 23, 2025

Forty-four percent cited both access to institutional-grade products and help navigating crypto tax regulations and reporting requirements. The SEC previously tried to sue Coinbase for allowing the trade of unregistered crypto tokens in 2023, but dropped its case after its senior crypto policy advisor was demoted in January.

Assets

Cornerstone Financial Advisory

DECEMBER 23, 2024

In 2023, the S&P 500 also tacked on 24 percent for the full year. ” – Anas Nin Tax Tip… What is the Lifetime Learning Credit? The Lifetime Learning Credit (LLC) is a tax credit for qualified tuition and related expenses. The credit is worth up to $2,000 per tax return. Tuesday: Durable Goods.

Marketing

Trade Brains

JULY 9, 2025

India’s inflation history provides crucial context, with an average annual inflation rate of 7.37% from 1960-2023, reaching an all-time high of 28.60% in 1974. More recently, the annual inflation rate in India was recorded at 6.95% in 2023. Use tax-efficient tools like NPS, ELSS, PPF for compounding and tax savings.

Retirement Planning

Carson Wealth

DECEMBER 9, 2024

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. It was strong even in 2022 and 2023, which was another clue that a recession wasnt imminent. For reference, the 2019 average was 166,000.

Marketing

Carson Wealth

JANUARY 22, 2025

While the S&P 500 has had three losing years during the past decade, the average return from 2013 to 2023 was a positive 12.39%. Be aware that capital gains taxes may be triggered. Strategic investing can help you grow your wealth, mitigate risks, and minimize taxes. The general trend of the market is upward.

Investing

Carson Wealth

JANUARY 6, 2025

As you can see below, over the course of the year, we went from a largely inverted yield curve at the end of 2023 (short-term rates higher than long-term rates) to a normally sloped curve at the end of 2024 (higher long-term rates). In response to that, voters ousted incumbents at a high rate in 2023 and 2024.

Marketing

Talon Wealth

NOVEMBER 12, 2024

Even though retirees have contributed throughout their careers, a portion of those benefits could still be taxed, depending on your total income. Here’s how it breaks down for 2023-2024: If a couple’s total retirement income is between $32,000 and $44,000, up to 50% of Social Security benefits could be taxable.

Taxes

Calculated Risk

AUGUST 6, 2025

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. The YoY change in new home sales in late 2022 and early 2023 suggested a possible recession. I ignored that downturn as a pandemic distortion.

Sales

Wealth Management

AUGUST 5, 2025

Growing Reliance on Models A Cerulli study found 13% of advisor assets were managed via model portfolios at the end of 2023, with 34% of “outsourcer” advisors planning to shift even more capital into models over the next year.Over 80% of fee-based advisors now use models for at least some client assets, up from $6.44 trillion to $7.96

Financial Advice

Wealth Management

AUGUST 4, 2025

billion in 2023 to an estimated $25 billion by the end of 2025 , which is just.2% PEP’s value propositions are compelling, promising: Lower costs Less liability Less administrative work With the explosion of plan formation due primarily to state mandates, helped by tax credits in SECURE 2.0, 2% of DC assets.

Estate Planning

Discipline Funds

MAY 17, 2025

The USA is especially unique in this sense because not only can it print this currency, but it can tax the wealthiest private sector that has ever existed. It’s special because it just so happens to be the entity that can tax the wealthiest private sector in human history. It cannot run out of the money it can create.

Government

Yardley Wealth Management

JULY 9, 2025

Investopedia, April 13, 2023 [link] 14. Some ETFs may involve international risks, which include differences in financial reporting standards, currency exchange rates, political risks unique to specific countries, foreign taxes and regulations, and the potential for illiquid markets. Business Insider, March 27, 2025 [link] 10.

Marketing

Random Roger's Retirement Planning

MAY 15, 2025

We talked at length in 2022 and into 2023 when managed futures was booming and people were coming out of the woodwork to suggest huge weightings to managed futures which I said was a bad idea back then and is a bad idea right now in terms of constructing a portfolio. In that light, 20% or 25% makes no sense to me.

Management

Wealthfront

DECEMBER 17, 2024

The S&P 500 index, which consists of the largest companies driving the US stock market, represents a benchmark of success for many investorsand it has delivered an average annualized return of 10.26% since its 1957 inception through the end of 2023.

Taxes

The Big Picture

NOVEMBER 28, 2024

stocks are beating international stocks by the most in 26 years – primarily due to the election and the euphoric sentiment surrounding the next administration’s promise of more tax cuts and fewer regulations. November 23, 2023) The post A Guide to Awkward Holiday Conversations appeared first on The Big Picture. This month, U.S.

Media

Validea

MARCH 7, 2025

Key Criteria for Stock Selection To find small, fast-growing companies, this strategy evaluates stocks based on a diverse set of fundamental metrics: Profit Margins A minimum after-tax profit margin of 7% is required, ensuring the company maintains strong profitability within its industry. annual return (477% cumulative).

Portfolio

Random Roger's Retirement Planning

MAY 28, 2025

Portfolio 1 was way ahead in 2022, way behind in 2023 and 2024 but it was up nicely those years and this year it is way ahead. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. In 2021 it lagged the index by 12%.

Portfolio

The Big Picture

JANUARY 4, 2025

If it has a fourth word, it is either yellow or green ( Kent Hendricks ) but see 52 things I learned in 2024 : To highlight tax evasion, South Korea introduced ugly neon green number plates for company cars worth more than $58,000. If a culture has a third word for a color, it is always red. Luxury car sales fell 27%.

Government

SEI

JULY 15, 2025

Investor relations Our leadership team Newsroom Locations Careers Featured Login Contact us Careers US US EMEA Canada English Canada Français Our sites US EMEA Canada English Canada Français Insights 1031 Exchanges vs. opportunity zone investments Evaluating and comparing tax strategies for financial professionals.

Investing

Harness Wealth

APRIL 15, 2025

Data from the Federal Reserves 2022 Survey of Consumer Finances (SCF) (released in late 2023) offers the most recent comprehensive snapshot of American household wealth. Whether you’re growing your portfolio, selling equity, navigating taxes, or planning your future, we help you make smarter, more strategic choices with confidence.

Wealth Advisor

Zoe Financial

JANUARY 6, 2025

If you combine 2023 and 2024, the S&P 500 was up 57%. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Questions That Arise Should I sell or avoid buying stocks?

Marketing

Random Roger's Retirement Planning

FEBRUARY 1, 2025

Certainly 2023 was tough for these funds but while managed futures didn't do very well in 2024, the funds generally kept up with VBAIX. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. And the year by year MBXIX is curious.

Management

Random Roger's Retirement Planning

JANUARY 26, 2025

The performance going back to June, 2023 has the two Dalio portfolios outperforming by a mile along with higher standard deviation. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio