Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.

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Taxes Medical Distribution Accounting 52

Darrow Wealth Management

FEBRUARY 9, 2025

So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax. If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. Dividend paying stocks and funds can be a great addition to a portfolio.

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

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 52

Tax Planning Taxes Planning Estate Planning 52

Yardley Wealth Management

DECEMBER 17, 2024

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. For 2025, consider implementing tax-loss harvesting strategies in your investment accounts.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

WiserAdvisor

JUNE 4, 2025

Below are top 5 finance industry trends in 2025 to look out for: 1. At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. People want all these goals to work together.

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Financial Planning Planning Financial Advisor Ethics 59

Harness Wealth

APRIL 30, 2025

In today’s dynamic economy, millions have embraced a diverse portfolio of income streamsfrom traditional employment to creative side hustles, equity compensation, and investment ventures. Gone are the days when a single employer provided the sole source of income for most Americans. What is an RSU?

Taxes 52

Taxes Tax Planning Compliance Planning 52

Nerd's Eye View

JANUARY 13, 2025

And so we're excited to announce that, for 2025, our major company initiative will be a complete redesign and rebuild of our Members Section! And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!), Read More.

Financial Advice 137

Financial Advice Ethics Financial Planning Education 137

Carson Wealth

FEBRUARY 4, 2025

Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications. And, if the U.S.

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Risk Management Compliance Taxes Management 52

Zoe Financial

JUNE 6, 2025

Your 2025 Summer Financial Check-In Published: June 6th, 2025 Reading Time: 7 minutes Written by: The Zoe Team Summer isn’t just for vacations — it’s also the perfect time to reset, assess, and optimize your financial life. Audit Equity and Investment Accounts Mid-year is a natural moment to check your portfolio.

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Budgeting Accounting Financial Advisor Taxes 40

The Big Picture

FEBRUARY 5, 2025

February 5, 2025) At five trillion dollars, hedge funds have never been more popular — or less hedged. What percentage of your portfolio should be allocated? And if you look at some of the most sophisticated institutions, that might be as much as 20 percent of their portfolio. At the Money: Are Hedge Fund Right For You?

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Taxes Portfolio Management Investing 147

The Big Picture

MARCH 10, 2025

David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). But the second part is the contextualizing side of the equation: You dont spend 1925 dollars today; you spend 2025 dollars. Money Delusions: What Do People Get Wrong About Money?

Investing 195

Investing Investments Food Ethics 195

Nerd's Eye View

JUNE 2, 2025

Welcome to the June 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Planning 130

Financial Planning Clients CFP Planning 130

Darrow Wealth Management

JANUARY 13, 2025

Updated for 2025. While there are no major tax implications of buying a house before selling, with your financial advisor to review your options and discuss how a particular strategy may impact your overall situation before taking action. Potential for a low rate and tax deduction. Gift tax considerations. Closing costs.

Taxes 105

Taxes Sales Portfolio Accounting 105

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Charitable Contributions: Donating appreciated stock to charity while reducing capital gains tax.

Management 83

Management Taxes Estate Planning Asset Allocation 83

The Big Picture

MARCH 26, 2025

At The Money: Boaz Weinstein (March 26, 2025) What happens when a fund is trading below its NAV (net asset value)? From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. Each week, At the Money discusses an important topic in money management.

Investing 147

Investing Investments Management Assets 147

Harness Wealth

APRIL 15, 2025

Thats because wealth at the upper end tends to be built not just through income, but through equity ownership, business interests, long-term investing, and real estate gains, assets that benefit from compounding, appreciation, and favorable tax treatment over time. Tax related products and services provided through Harness Tax LLC.

Wealth Advisor 52

Wealth Advisor Taxes Assets Retirement 52

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. The TCJA has many provisions that are set to expire (sunset) at the end of 2025. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Zoe Financial

JANUARY 28, 2025

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. What do these mean, and which is a sounder investment strategy? Lets take a poll.

Marketing 98

Marketing Marketing Financial Advisor Investing 98

Darrow Wealth Management

MARCH 3, 2025

Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. The chart below shows how cumulative US stocks versus bond returns can impact a portfolio over time. Taxes, fees, expenses, trading costs, etc.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

Random Roger's Retirement Planning

JUNE 2, 2025

We talk about this some but when you try to understand how well a holding has done or how well a portfolio has done, it is important to understand the track record. To be clear, the following portfolios a short a 3x inverse fund. Risk parity generally leverages up on bonds to even out the risk allocation of a multi asset portfolio.

Portfolio 59

Portfolio Management Assets Banking 59

Random Roger's Retirement Planning

MARCH 11, 2025

Another dynamic that might be weighing the stocks down is the possible ending of the carried interest tax break. How great have the returns been for the Mag 7 stocks for the last couple of years, but so far in 2025 most of them look like they are down mid-teens to mid-20's percent. SPYQ is a levered 2x SPY fund that resets quarterly.

Portfolio 59

Portfolio Taxes Management Investing 59

Gen Y Planning

MARCH 10, 2025

As we move through the first quarter of 2025, weve had several clients, colleagues, and friends reach out with questions about recent market movements and the impact of tariff discussions on their personal financial plan. Tariffs are, essentially, taxes imposed on imported goods. And should we be concerned?

Marketing 52

Marketing Marketing Financial Planning Asset Allocation 52

Zajac Group

JANUARY 24, 2025

Your advisor should be able to provide you with an updated net worth projection and tax liability projection, as well as take a look at your portfolios overall diversification. The potential tax consequences of selling your shares. Selling during a tender offer may be less tax-efficient, depending on a few key factors.

Taxes 52

Taxes Portfolio Investing Investments 52

Random Roger's Retirement Planning

MAY 21, 2025

At a similar point after the tariffs were announced, I suggested taking the opportunity to stress test or revisit and revaluate any portfolio strategies or techniques that interest you. For 2025, the MVPL version is the best performer and the RSST version is the worst. The fifth one below is just VBAIX.

Portfolio 52

Portfolio Management Taxes Investing 52

Random Roger's Retirement Planning

MAY 4, 2025

I can see the dip last August being one that most people forget about but I don't think that will be the case with the Q1 into April 2025 event. People used to view bonds, particularly long-end interest rates, as the ballast for and protection engine in a portfolio. That can serve as a great stabilizer in a portfolio.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

Random Roger's Retirement Planning

MARCH 30, 2025

Is 2025 going to be a good year for SCHD as a broad based or core holding relative to other strategies or factors? There's no way to know of course but if 2025 turns out to be a bad year for the S&P 500 then there's a pretty good probability of SCHD doing better than market cap weighting (MCW) and maybe most of the other factors.

Portfolio 59

Portfolio Asset Allocation Marketing Marketing 59

Random Roger's Retirement Planning

MAY 26, 2025

The fund is having a relatively good year in 2025, up 4.39% per Yahoo Finance. Portfolios 2 and 3 use ETFs from F/m to dial in the maturities that RSBA shows on its site. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Accounting 52

Accounting Distribution Management Portfolio 52

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 52

Portfolio Sales Investing Investments 52

Random Roger's Retirement Planning

MARCH 28, 2025

The tradeoff is that it usually goes down more when the market goes down including so far in 2025. In terms of portfolio construction, buying something like Magellan adds volatility versus balancing that against some other holding that would typically lower volatility like maybe something from the utilities sector or consumer staples.

Portfolio 59

Portfolio Distribution Management Financial Advisor 59

Trade Brains

JUNE 7, 2025

The country’s installed renewable capacity reached 220 GW in 2025, including 106 GW solar and 50 GW wind, supporting India’s target of 500 GW non-fossil capacity by 2030. As of March 31, 2025, the company posted Rs 3,904.82 Furthermore, profit before tax stood at Rs 551.24 With a market capitalization of Rs 91,260.63

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Marketing Marketing Pharmaceutical Manufacturing 52

Carson Wealth

DECEMBER 9, 2024

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. However, this is something were going to be watching very carefully as 2025 progresses. But were going to face some uncertainty in 2025, for two reasons.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Carson Wealth

APRIL 21, 2025

As the chart below shows, the S&P 500s advance/decline line has held up well above the early 2025 lows, whereas price for the S&P 500 has broken beneath those levels, suggesting there is potential strength under the surface. We wrote in our 2025 Outlook that elevated interest rates are a risk.

Marketing 78

Marketing Marketing Economy Investing 78

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. We learned everything, you know, across from accounting to auditing to, to tax and valuation. Was were these the right terms, you know, for us as we, as we tried to salvage the portfolio. Jenison launched way back in 1969 as a growth equity shop.

Management 130

Management Assets Portfolio Insurance 130

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Tax Considerations : Identifying strategies to optimize your tax situation. Optimizing tax-efficient retirement income.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. The TCJA has many provisions that are set to expire (sunset) at the end of 2025. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

The Big Picture

MAY 22, 2025

At The Money: The Art of Spending Money with Morgan Housel (May 22, 2025) Is there an art to spending your own money? From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. It arrives in October, where he discusses just that.

Investing 147

Investing Investments Food Valuation 147

Random Roger's Retirement Planning

DECEMBER 27, 2024

If Torsten Slok from Apollo is right, it might get worse causing a 2022 repeat for 60/40 portfolios. As opposed to trying to support or refute Slok's argument, I think it is more productive to make sure the portfolio is resilient in case things shake out exactly like he says or if he's right for the wrong reason.

Portfolio 52

Portfolio Retail Clients Banking 52