Wealth Management

AUGUST 9, 2024

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

312

312

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

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

Wealth Management

OCTOBER 21, 2024

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

Taxes 264

Taxes 264

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

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 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 255

CFP Retirement Planning 255

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 240

Taxes Tax Planning Planning 240

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 Investments 331

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

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

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 Planning 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 Startup 240

Nerd's Eye View

JULY 10, 2024

And although TCJA's reputation as a broad tax cut might give the impression that everyone's tax rates would increase after its expiration, comparing the current Federal tax brackets with their estimated post-TCJA equivalents shows that a fair number of households will actually see their tax rates decrease.

Taxes 246

Taxes Clients Planning Numbers 246

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

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

Calculated Risk

JULY 3, 2023

The leading edge of the Baby Boom generation is currently 75 (born in 1946), and these people will be turning 80 in 2026. This graph is from 2010 to 2060 (all data from Census: current to 2060 is projected). The peak of the boomers will be turning 80 in 2035 or so, and the tail end turning 80 in 2044 (born in 1964).

Retirement 234

Retirement 234

Nerd's Eye View

SEPTEMBER 2, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when (..)

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

Advisor Perspectives

NOVEMBER 16, 2023

Inflation is edging back toward pre-pandemic rates in the US, but rent inflation still has a long way to go. To put it into numbers, the all-items consumer price index was just 3.2% higher in October than a year earlier, but the rent of primary residence index was up 7.2%.

Numbers 111

Numbers 111

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 52

Taxes Tax Planning Planning Estate Planning 52

Nerd's Eye View

SEPTEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

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 130

CFP Retirement Planning 130

The Big Picture

MAY 22, 2023

Institutional Investor ) • NYC Skyscrapers Sit Vacant, Exposing Risk City Never Predicted : City says vacancy rate won’t dip below 19% before 2026 Office vacancies hit a record 22.7% Why PayPal and Other Fintechs Should Worry. this year amid remote work.

Banking 279

Banking Investing Investments Taxes 279

Abnormal Returns

JUNE 4, 2023

1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." (linkedin.com) The AI stock mania phase is here. herbgreenberg.substack.com) Steve Lockshin, "The dream becomes a nightmare for millions of high-net-worth investors on Jan. riabiz.com) There's nothing magical about dividend investing.

Clients 162

Clients Investing Investments Marketing 162

The Big Picture

SEPTEMBER 6, 2023

Chapter 5 is confirmed , and heading to theaters in 2026, which I wouldn’t want to bet against. Just the box office for the first film, and its three sequels was billion dollars. John Wick 4, which came out this summer, did $432.2 million at the box office.

Distribution 307

Distribution Retirement Sales 307

Mish Talk

DECEMBER 12, 2022

Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. Wood's Predictions The price of bitcoin will hit $1 million by 2030, a roughly 6,000% increase from current levels. 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.

Valuation 157

Valuation Communication Marketing Marketing 157

The Big Picture

OCTOBER 20, 2023

The Waterline, which will become the tallest building in all of Texas, at 74 stories, when it opens in 2026, and a mammoth 1.1 Between spaces completed since 2020 and what’s still in the pipeline, the office market will grow nearly 25 percent — the fastest rate on the continent. million-square-foot complex on the city’s outskirts.

Startup 265

Startup Insurance Sales Marketing 265

Wealth Management

SEPTEMBER 7, 2022

Backers for the 5 Times Square loan, which runs through May 2026, include Morgan Stanley, Apollo Global Management Inc. and American International Group Inc. RXR and its partners have invested another $300 million to help renovate the site.

Management 130

Management Investing Investments 130

Nerd's Eye View

JANUARY 13, 2025

And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) Which means over the next 12 months, we're going to rebuild it all from scratch, with a modern technology foundation that will allow us to better scale over the next decade.

Financial Advice 147

Financial Advice Ethics Financial Planning Education 147

Nerd's Eye View

APRIL 5, 2023

And now, with the TCJA’s pending sunset provisions expected in 2026, gifting strategies are especially appealing for some individuals with large estates, looking to take advantage of the high exemption while they can. Contrary to what their name might suggest, flexibility can even be built into irrevocable trusts.

Estate Planning 246

Estate Planning Planning Taxes Clients 246

Abnormal Returns

SEPTEMBER 30, 2024

kitces.com) Tax strategies if the TCJA expires in 2026. (riabiz.com) Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform. riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road. wealthmanagement.com) Advisers 7 more lessons from building an fee-only RIA from scratch.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

Financial Symmetry

APRIL 9, 2025

Staying Informed on Tax Law Changes Tax laws are continually evolving, with considerable changes anticipated in 2026. These methods can optimize your tax position while supporting your philanthropic aspirations. Remaining informed allows you to adapt your strategies proactively.

Taxes 60

Taxes Tax Planning Retirement Planning 60