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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)

Nerd's Eye View

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!

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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

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
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Are You Keeping the Faith in Cathie Wood's ARK?

Mish Talk

The three largest holdings in the fund—which is known by its ticker symbol ARKK—are Zoom Video Communications Inc., Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. 30 alone, they yanked $146 million, which was among the largest single-day outflows of the year. ZM, Tesla Inc., and Exact Sciences Corp.,

Valuation 157
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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

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
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₹1,96,328 Cr Orderbook: Power stock in focus as it is likely to lead the setup of 72,300 EV charging stations

Trade Brains

About the news According to sources, BHEL is expected to be nominated as the nodal agency to tender 72,300 EV public charging stations under the Rs 10,900-crore PM E-Drive scheme, which is operational from October 2024 to March 2026. As a nodal agency, BHEL will do demand aggregation and price discovery. percent and 4.46

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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

Tax laws change periodically, and they’re scheduled to change again in 2026. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision. It can also preclude some tax planning strategies down the road.

Taxes 104