Opportunity Zone Extension Likely on Hold Until 2025
Wealth Management
APRIL 10, 2024
The program has attracted significant inflows from individual investors looking for tax benefits. A contentious Congress might jeopardize its extension.
2025 Related Topics 
IRS Issues its 2025 Revenue Proposals
Wealth Management
APRIL 10, 2024
Policy priorities in the estate and gift arena.
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Trending Sources
: Philip Morris making progress on goal to be smoke-free company by 2025 and become wellness company over time
MarketWatch
APRIL 5, 2023
PM said Wednesday it’s making progress toward its 2025 goal of being a smoke-free company and that it intends to transform into a broader lifestyle, consumer wellness and healthcare company over time. Philip Morris International Inc.
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Lawler: Update on Demographic Trends, and Population and Household Projections Through 2025
Calculated Risk
JULY 10, 2023
Based on the limited data available, below are my “guesstimates” for household growth from 2020 to 2023, as well as my projections through 2025. In terms of headship rates, I assumed that headship rates by age gradually declined from 2022 to 2025, but that over that period the “reversal” in headship gains was only 30%.
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: Apple to use 100% recycled cobalt in all Apple-designed batteries by 2025
MarketWatch
APRIL 13, 2023
AAPL said Thursday it plans to use 100% recycled cobalt in all its batteries by 2025 as part of an acceleration of its work to expand use of recycled materials. Apple said all of its internally-designed printed circuit boards will use 100% recycled tin and gold plating.
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FOMC Projections and Press Conference
Calculated Risk
MARCH 20, 2024
GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2024 2025 2026 Mar 2024 2.0 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2024 2025 2026 Mar 2024 3.9 Dec 2023 1.2 The unemployment rate was at 3.9%
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FinCEN’s New 2024 Requirement For State-Registered RIAs (And Other Small Businesses) To Report Beneficial Ownership Information (BOI)
Nerd's Eye View
FEBRUARY 21, 2024
The law's provisions became effective on January 1, 2024, and so many small businesses – including a good number of RIA firms – will be required to submit a Beneficial Ownership Information (BOI) report to the Treasury Department's Financial Crimes Enforcement Network (FinCEN).
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How Biden’s Budget Proposals Impact Pre-2026 Planning
Wealth Management
APRIL 16, 2024
Shenkman and Joy Matak discuss proposals in the 2025 Green Book.
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Adviser links: technology bets
Abnormal Returns
MAY 29, 2023
thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. (ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? Come meet the team in Austin on June 12-14th.
Setting the Table for Tax Policy This Year and Next
Wealth Management
JANUARY 3, 2024
The 2024 election will play an essential role in determining what is and isn’t on the table for potential 2025 tax reforms.
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Monday links: trying to keep their jobs
Abnormal Returns
DECEMBER 18, 2023
downtownjoshbrown.com) Companies It's hard to believe, but companies are already hiring for 2025 internships. (awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened. wsj.com) A look at the world's largest e-commerce companies.
ECB Says It's Approaching a Turning Point to Meeting Inflation Goal of 2 Percent
Mish Talk
DECEMBER 5, 2022
The ECB is determined to curb price gains and should get inflation back to its 2% target by 2024 or 2025, Villeroy said. He reiterated his expectation that the ECB may shift to a slower pace of rate hikes next year. This isn’t only a prediction, this is a commitment,” he said. Second Half Commitment On July 27, 2022, the ECB hiked rates to 0.00
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Saturday links: making the switch
Abnormal Returns
MARCH 30, 2024
nytimes.com) The TGL is set to launch in 2025. (wsj.com) How craft brewers lost the thread. insidehook.com) Sports The first woman has finished the Barkley Marathons. bbc.com) Reed Hastings just bought a ski resort. sportico.com) Education Why school teacher jobs are now less appealing.
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FOMC Preview: No Change to Policy Expected
Calculated Risk
JANUARY 28, 2024
GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 2026 Dec 2023 2.5 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 2026 Dec 2023 3.8 The BEA reported real GDP increased 3.1%
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It's Getting Hot In Here: U.S. CPI Report Explained
Advisor Perspectives
MARCH 12, 2024
Market expectations based on overnight index swaps have shifted, with projections now showing higher Federal Funds rates for 2024 and 2025. Consumer Price Index report came in hotter than expected, leading to uncertainty in the markets regarding future interest rate cuts.
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Washington Update: March 2024
Wealth Management
FEBRUARY 27, 2024
Here Comes Tax Reform 2025.
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Bank of Japan—a “Watchful” Adjustment
Advisor Perspectives
MARCH 21, 2024
Franklin Templeton Fixed Income Economist Rini Sen expects the bulk of further tightening will likely come in 2025 as BoJ seeks to reach a sustainable 2% inflation target by end of fiscal year 2025. The Bank of Japan raised interest rates for the first time since 2007 and has eliminated the yield curve control framework.
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CFP Board Chooses Elizabeth Miller as 2024 Chair-elect
Wealth Management
JULY 19, 2023
Elizabeth Miller, the founder and president of Summit Place Financial Advisors is the 2024 CFP Board Chair-elect, set to take leadership for a year in 2025.
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Quant Firm Man Numeric Aims to Go 100% Electronic for Credit Trades By 2025
Advisor Perspectives
SEPTEMBER 6, 2023
An electronic trading revolution is finally coming to corporate bonds, years after reaching other financial markets.
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Personal finance links: the myths of aging
Abnormal Returns
AUGUST 23, 2023
wealthfoundme.com) More families are at risk from estate taxes looking out into 2025 and beyond. (marketwatch.com) Estate planning Estate planning is about showing our love for our families. wsj.com) It's understandable why people put off estate planning. jdroth.com) Retirement You probably need less for retirement than you think.
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12 Midweek Must Reads for Real Estate Investors (May 3, 2023)
Wealth Management
MAY 2, 2023
ULI predicts a slowdown until 2025. The Real Deal looks at what JPMorgan’s takeover of First Republic Bank means for the real estate industry. These are among today’s must reads from around the commercial real estate industry.
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FOMC Preview: No Change to Policy Expected
Calculated Risk
SEPTEMBER 17, 2023
GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 June 2023 0.7 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 June 2023 4.0 March 2023 0.0 March 2023 4.0 March 2023 3.0
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FOMC Minutes: Staff Predicts Recession Starting in Q4; Future Monetary Policy "less certain"
Calculated Risk
MAY 24, 2023
Real GDP growth over 2024 and 2025 was projected to be below the staff's estimate of potential output growth. The unemployment rate was forecast to increase this year, to peak next year, and then to start declining gradually in 2025.
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FOMC Projections and Press Conference
Calculated Risk
DECEMBER 13, 2023
GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 2026 Dec 2023 2.5 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 2026 Dec 2023 3.8 Sept 2023 1.9 Sept 2023 3.7
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FOMC Preview: No Change to Policy Expected
Calculated Risk
DECEMBER 10, 2023
GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 Sept 2023 1.9 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 Sept 2023 3.7 June 2023 0.7 June 2023 4.0 percent in June 2022.
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What You Need to Know About the Updated FAFSA
Financial Symmetry
JANUARY 8, 2024
Amidst the anticipation, it’s important to know about the changes coming to the 2024-2025 version of the Free Application for Federal … Continued The post What You Need to Know About the Updated FAFSA appeared first on Financial Symmetry, Inc.
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FOMC Projections and Press Conference
Calculated Risk
SEPTEMBER 20, 2023
GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 Sept 2023 1.9 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 Sept 2023 3.7 June 2023 0.7 June 2023 4.0 June 2023 3.0
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FOMC Minutes: Staff Predicts Mild Recession; Additional Increases in Fed Funds Rate "Appropriate"
Calculated Risk
JULY 5, 2023
Real GDP growth over 2024 and 2025 was projected to be below the staff's estimate of potential output growth. The unemployment rate was forecast to increase this year, peak next year, and remain near that level through 2025. In 2025, both total and core PCE price inflation were expected to be close to 2 percent.
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FOMC Preview: Uncertainty, Likely 25bp Hike, Maybe Pause
Calculated Risk
MARCH 19, 2023
GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 Dec 2022 0.4 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 Dec 2022 4.4 GDP projections for 2023 will likely be revised up.
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FOMC Preview: No Change to Policy Expected
Calculated Risk
OCTOBER 29, 2023
GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 Sept 2023 1.9 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 Sept 2023 3.7 June 2023 0.7 June 2023 4.0 June 2023 3.0
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NAIFA's Mayeux Offers His Expertise on 'The Financially Astute Association'
NAIFA Advisor Today
JULY 28, 2022
NAIFA CEO Kevin Mayeux, CAE , who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.
4 Reasons Exchange and Vegas Are a Match Made in Heaven
Advisor Perspectives
MARCH 18, 2024
At the end of Exchange 2024, VettaFi shared an exciting announcement: Exchange 2025 will take place in Las Vegas. Next year’s iteration of the legendary conference will happen March 23-26. It will be held at Virgin Hotel’s Curio Collection by Hilton.
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Citigroup Says To Buy Copper Now Before The Rally To $15,000
Advisor Perspectives
JUNE 12, 2023
According to Citigroup, the metal could top out at $15,000 a ton by 2025, a jump that would “make oil’s 2008 bull run look like child’s play.” Copper is currently trading around $8,300 a ton, down approximately 26% from its all-time high of nearly $11,300, set in October 2021.
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Credit Suisse to Extend Global Job Cuts to Wealth Next Week
Wealth Management
NOVEMBER 4, 2022
The bank said it started 2,700 job cuts in the fourth quarter and is aiming to reduce about 9,000 positions by 2025.
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NAIFA Announces 2023 National Leadership Nominees
NAIFA Advisor Today
SEPTEMBER 15, 2022
As incoming Secretary, Massey will be in line to serve as President-Elect in 2024 and President in 2025. A current member of NAIFA’s Board of Trustees, Massey has been a loyal NAIFA member since 1987.
FOMC Minutes: Staff No Longer Predicts Recession; "Upside Risks to Inflation"
Calculated Risk
AUGUST 16, 2023
However, the staff continued to expect that real GDP growth in 2024 and 2025 would run below their estimate of potential output growth, leading to a small increase in the unemployment rate relative to its current level. The staff continued to project that total and core PCE price inflation would move lower in coming years.
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98 What’s Behind the US Stock-Market Disconnect?
Advisor Perspectives
MARCH 5, 2024
But given the significant challenges and uncertainties facing the American economy regardless of who occupies the White House in 2025, there is little reason to believe that the current rally can last. Buoyed by the artificial-intelligence boom, the US stock market is breaking records with no apparent end in sight.
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FOMC Projections and Press Conference
Calculated Risk
MARCH 22, 2023
GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 Mar 2023 0.0 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 Mar 2023 4.0 Dec 2022 0.4 Dec 2022 4.4 Dec 2022 2.9
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New FAFSA goes live this month!
MainStreet Financial Planning
JANUARY 17, 2024
All families with students who will be starting or continuing college in the 2024-2025 school year should complete the new FAFSA. For some families, this change will mean that you may lose some aid for the 2024-2025 school year. It is designed to be shorter, more straightforward and unlock more aid for most students.
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NAIFA Announces Candidates Nominated for 2024 National Leadership Roles
NAIFA Advisor Today
OCTOBER 5, 2023
As incoming Secretary, Gandy will be in line to serve as President-Elect in 2025 and President in 2026. Gandy , LACP, Founder of the Midwest Legacy Group in Lisle, IL, to be the 2024 NAIFA Secretary. A current member of NAIFA’s Board of Trustees, Gandy has been a loyal NAIFA member since 2003.
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An Early Look at the September FOMC Projections
Calculated Risk
AUGUST 27, 2023
GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 June 2023 0.7 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 June 2023 4.0 PCE core inflation increased 4.1
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How Looming Tax Changes Should Influence Your Retirement Tax Planning
Covisum
AUGUST 5, 2022
In the absence of Congressional action, multiple provisions of the Tax Cut and Jobs Act (TCJA) will expire at the end of 2025, and tax rules will revert to what they were before the legislation. The TCJA reduced specific tax brackets and increased the standard deduction. Certain charitable gift deductions moved from 50% to 60%.
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FOMC Projections and Press Conference
Calculated Risk
JUNE 14, 2023
GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 June 2023 0.7 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 June 2023 4.0 March 2023 0.0 March 2023 4.0 March 2023 3.0
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Chris Gandy to Receive the 2022 NAIFA Diversity Champion Award
NAIFA Advisor Today
OCTOBER 21, 2022
He was also a member of the NAIFA 2025 Strategic Planning Committee, which developed the NAIFA 2025 strategic plan with a goal of increasing DEI in the association and industry.
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