Calculated Risk

OCTOBER 30, 2024

million in 2025 and more than 5 million in 2026,” Yun said. Yun predicts the median existing-home price will rise to $410,700 in 2025 and to $420,000 in 2026. “After two years of sluggish home sales in 2023 and 2024, existing-home sales are forecasted to rise to 4.47 The annual 30-year fixed mortgage rate will slide to 5.9%

Sales 173

Sales Economy Marketing Marketing 173

Nerd's Eye View

JULY 4, 2025

million next year) to $15 million in 2026, and raising the limit on the deductibility of State And Local Taxes (SALT) to $40,000 (though this measure is scheduled to revert to the current $10,000 in 2030 and begins to phase out for consumers with more than $500,000 of income), among many other measures.

Financial Planner 208

Financial Planner Taxes Retirement Planning Tax Planning 208

Wealth Management

APRIL 16, 2024

Shenkman and Joy Matak discuss proposals in the 2025 Green Book.

Budgeting 278

Budgeting Planning 278

Calculated Risk

APRIL 8, 2025

While planning data has weakened across most nonresidential sectors this month, activity remains considerably higher than year-ago levels and still suggests steady construction activity in mid-2026. On the commercial side, weaker planning activity for warehouses, data centers and retail stores drove this months decline.

Healthcare 221

Healthcare Planning Education Retail 221

Nerd's Eye View

JUNE 27, 2025

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

Financial Planner 217

Financial Planner Financial Advisor Estate Planning Clients 217

Wealth Management

JUNE 25, 2024

A new report from Cerulli & Associates finds the retail financial advisor channel has been the biggest growth driver behind ETFs.

Portfolio 289

Portfolio Clients Retail Financial Advisor 289

Wealth Management

AUGUST 9, 2024

The rollout of the 2025-2026 FAFSA college student admissions form already has been delayed until Dec.

312

312

Wealth Management

OCTOBER 21, 2024

Craft plans to avoid application of the step transaction doctrine before the exemption potentially gets reduced.

Planning 263

Planning 263

Calculated Risk

SEPTEMBER 15, 2024

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2024 2025 2026 June 2024 1.9 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2024 2025 2026 June 2024 3.9 Mar 2024 2.0 Mar 2024 3.9 YoY in August.

Banking 312

Banking Economics Marketing Marketing 312

Trade Brains

JUNE 20, 2025

Almost every promising startup you can name seems to be preparing for a stock market listing, and they all want to make their debut before 2026. Why Before 2026? Looking Ahead With so many companies keen on listing before 2026, the next few quarters will be crucial. There’s a clear shift happening in India’s startup world.

Startup 52

Startup Planning Valuation Retail 52

Nerd's Eye View

MARCH 7, 2025

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congressional Republicans, who recently voted to set a $4.5

Financial Planner 237

Financial Planner Taxes Numbers Planning 237

Calculated Risk

DECEMBER 18, 2024

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2024 2025 2026 2027 Dec 2024 2.4 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2024 2025 2026 2027 Dec 2024 4.2 Sept 2024 1.9 Sept 2024 4.3

Banking 147

Banking Economics 147

Wealth Management

OCTOBER 21, 2024

Timing considerations for late allocations of GST tax exemption before 2026.

Taxes 264

Taxes 264

Calculated Risk

MAY 21, 2025

This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment throughout 2025 and into 2026. Note: This includes commercial and industrial facilities like hotels and office buildings, multi-family residential, as well as schools, hospitals and other institutions.

Economy 162

Economy Economics Numbers Investing 162

Wealth Management

OCTOBER 4, 2024

The estate and gift tax exemption (set at $13.61 million per individual in 2024) is due to expire on Jan. If Congress doesn’t act, that tax exemption will be cut in half to about $6 million. To help your clients prepare for the real possibil

Taxes 278

Taxes Clients 278

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%

Banking 286

Banking Economy Marketing Marketing 286

Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 256

CFP Retirement Planning 256

The Big Picture

SEPTEMBER 22, 2022

The 5-year outlook is global wealth will increase by $169 trillion by 2026; by 2024, global wealth per adult should pass $100,000 and the number of millionaires will exceed 87 million individuals over the next five years.

Distribution 331

Distribution Numbers Media Investing 331

Wealth Management

NOVEMBER 6, 2024

Smith, executive director with Eaton Vance, discusses tax law changes in 2026 and emphasizes the importance of proactive tax planning for investors.

Taxes 241

Taxes Tax Planning Planning 241

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Calculated Risk

MARCH 5, 2025

increase from January 2025 to January 2026, there are stark differences between regions. From CoreLogic: CoreLogic: Home Price Growth Largely Flat in January U.S. home price growth in January 2025 was largely flat at 3.3% year over year. Although prices are expected to eek out gains in the coming year, with our economists predicting a 3.6%

Economics 162

Economics Sales Marketing Marketing 162

Trade Brains

JULY 2, 2025

Champions League T20 (CLT20), a fan favorite, is making a high-profile return in 2026 as the newly branded World Club Championship (WCC). What’s New in the 2026 Edition? With support from major boards and franchises, the 2026 edition could mark a new era in international club competition.

64

64

Nerd's Eye View

OCTOBER 16, 2024

But with the anticipated sunset of TCJA in 2026 and the reversion to the pre-2018 AMT rules, a large subset of households will find themselves owing AMT – many of whom will do so for the first time. However, if they were to wait until 2026, they would owe AMT (and need to find or borrow funds to pay the AMT triggered by the exercise).

Taxes 246

Taxes Clients Planning Numbers 246

Calculated Risk

SEPTEMBER 18, 2024

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2024 2025 2026 2027 Sept 2024 1.9 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2024 2025 2026 2027 Sept 2024 4.3 June 2024 1.9 June 2024 3.9

Banking 200

Banking Economics Marketing Marketing 200

Trade Brains

JULY 7, 2025

But despite growing excitement from Indian Premier League (IPL) franchises, the English prodigy won’t feature in the IPL 2026 mini-auction. His decision to skip IPL 2025 has now barred him from IPL 2026. England’s 24-year-old wicketkeeper-batter Jamie Smith has been making waves on the international stage. Is There Any Way In?

Media 59

Media Government Assets Management 59

Trade Brains

JULY 2, 2025

As we look ahead to IPL 2026, fans are eager to know how this process works and which players could be on the move. When Will the Trading Window Open for IPL 2026? Closes seven days before the 2026 auction, which is expected later this year. Closes 30 days before the IPL 2026 season begins. What is the IPL Trading Window?

Media 52

Media Retirement Planning Management 52

Nerd's Eye View

MARCH 3, 2025

Welcome to the March 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!

Estate Planning 173

Estate Planning Portfolio Management Communication Portfolio 173

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 Sept 2023 1.9 Sept 2023 3.7

Banking 204

Banking Economy Marketing Marketing 204

Mish Talk

DECEMBER 22, 2022

Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. That is based in part on expectations of a worker backlash against returning to offices. Her bear case is for shares to trade at $700. trillion.

Marketing 210

Marketing Marketing Valuation Economics 210

Abnormal Returns

JULY 3, 2023

kitces.com) Estate planning Four things to consider in anticipation of 2026. (matts-newsletter-7a3f46.beehiiv.com) beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. financial-planning.com) Wealth.com's Ester will help you read estate planning documents.

Estate Planning 240

Estate Planning Recruitment Wealth Management CFP 240

Trade Brains

JUNE 13, 2025

Could Dhoni’s presence in the dugout if not in peak form on the field still inspire a turnaround in 2026? As of now, Dhoni hasn’t made any official announcement about IPL 2026. Will MS Dhoni Play in IPL 2026? What Michael Clarke Said: Australian cricket legend Michael Clarke doesn’t think so. So Will He or Won’t He ?

Retirement 59

Retirement Assets 59

WiserAdvisor

JULY 4, 2025

The post What are the Tax Brackets and Federal Income Tax Rates for the 2025-2026 Tax Year? Use our free advisor match tool to match with 2 to 3 experienced tax professionals who can help you file your taxes for 2025. first appeared on WiserAdvisor - Blog.

Taxes 52

Taxes Transportation Medical Financial Advisor 52

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

Banking 173

Banking Economy Marketing Marketing 173

Abnormal Returns

MAY 8, 2023

thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. (advisorperspectives.com) Advisers need to recognize that clients have different conversational styles. kitces.com) How personality traits affect estate planning decisions. investmentnews.com)

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Trade Brains

JULY 2, 2025

There are many tradeable opportunities to build good players to fill in weaknesses and depth for the IPL 2026 trade window. Written by RITESH SINGH The post RCB Trade News: These Are the 3 Players RCb Might Target in the IPL 2026 Trade Window appeared first on Trade Brains.

59

59

Abnormal Returns

MAY 29, 2023

1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." (thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. thinkadvisor.com) Steve Lockshin, "The dream becomes a nightmare for millions of high-net-worth investors on Jan.

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Trade Brains

JULY 1, 2025

No official confirmation from either franchise Some experts believe this is just social media chatter without formal negotiations Sanju Samson hasn’t responded publicly to the rumors Final Thoughts If this high-profile trade goes through, it could reshape both teams ahead of IPL 2026. But as of now, this remains pure speculation. Stay tuned.

Media 52

Media Assets Retirement 52