Nerd's Eye View

JUNE 13, 2025

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

Financial Planner 223

Financial Planner Financial Advisor Tax Planning Clients 223

Carson Wealth

JUNE 9, 2025

Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. US LEI Deteriorates Right now, our proprietary US Leading Economic Index (LEI) is telling us that economic momentum is slowing and the economy is growing below trend.

Economics 69

Economics Marketing Marketing Economy 69

SEI

JULY 15, 2025

Economic development : Both channels encourage reinvestment and support economic activity, either broadly (1031s) or in targeted areas (opportunity zones). Opportunity zones : Taxes on capital gains can be deferred until December 31, 2026, or until the OZ investment is sold, whichever comes first. Key differences.

Investing 52

Investing Investments Taxes Wealth Management 52

Fortune Financial

AUGUST 7, 2023

Commodities If you’re interested in tangible assets, commodities can be an appealing alternative investment option. Precious metals like gold and silver have been sought after for centuries as a store of value and a hedge against economic uncertainties. trillion by 2021, it is expected to rise to $23 trillion by 2026.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Commodities If you’re interested in tangible assets, commodities can be an appealing alternative investment option. Precious metals like gold and silver have been sought after for centuries as a store of value and a hedge against economic uncertainties. trillion by 2021, it is expected to rise to $23 trillion by 2026.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52