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Ten Economic Questions for 2025

Calculated Risk

Below are my ten questions for 2025 (I've been doing this online every year for 20 years!). economy will likely perform in 2025, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking. There is significant uncertainty as to fiscal and regulatory policy in 2025. Q4-over-Q4 in 2025. Q4-over-Q4).

Economics 290
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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

Diana Britton , Executive Editor , WealthManagement.com June 26, 2025 2 Min Read Image courtesy of Ken Teegardin Scott J. Mason received a 97-month prison sentence for defrauding clients of over $17 million.

Clients 275
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The 18 Best Financial Advisor Conferences To Attend In 2025

Nerd's Eye View

But over the past 20 years, the shift from commission-based to recurring revenue (AUM and subscription fee) models has, for the first time, allowed advisory firms to begin to size and scale up. And as more conferences are announced in the coming months, we'll continue to update the Master Conference List well into the coming year!).

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

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.

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2025 Wealth Preservation Strategies

WiserAdvisor

Securities and Exchange Commission (SEC), the thresholds may vary slightly — say a net worth of $1.5 These accounts typically offer stronger privacy protections as well as favorable tax regimes that can enhance your wealth preservation strategy. So, consult with a qualified tax professional before executing it.

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Market Timing vs. Time in the Market

Zoe Financial

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. 3 It's Expensive Frequent trading and trying to time the market will rack up brokerage commission costs, particularly for smaller investors.

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Will this solar stock reach 10 GW capacity by 2030? Here’s what you need to know

Trade Brains

Current Operational Capacity As of June 2025, ACME’s operational capacity has reached 2,826.2 This significant increase reflects the company’s accelerated commissioning efforts and highlights its strong execution capabilities in scaling up renewable energy infrastructure within a short span. compared to 1,340 MW in March 2024.