Nerd's Eye View

MARCH 3, 2025

This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)

Estate Planning

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. Many Series D or Series E investments come with an understanding that an IPO will happen within 12–18 months. Why Before 2026? There’s a clear shift happening in India’s startup world.

Startup

Trade Brains

JULY 27, 2025

On Thursday, the shares of the company fell by 30% fall after CERC approved Market Coupling norms for the Day-Ahead Market (DAM), set for implementation by January 2026. Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Marketing

Harness Wealth

JUNE 27, 2025

Finally, the National Taxpayer Advocate warns that despite a smooth 2025 filing season, the 2026 season is at risk due to IRS staffing cuts, with headcount expected to fall from 102,000 to under 76,000. Harness Wealth Advisers LLC is a paid promoter, internet registered investment adviser. 30, the report said.

Taxes

Harness Wealth

JULY 31, 2025

The impending TCJA sunset in 2026 necessitates immediate planning , particularly for high-net-worth clients who may face significant changes in tax treatment, and estate planning options. For 2025, the threshold drops to $2,500, with a further reduction to $600 expected in 2026. The top rate’s increase from 37% to 39.6%

Taxes

Wealth Management

JULY 30, 2025

The fund managed by Capital Group will invest as much as 40% of assets in private equity investments or funds overseen by KKR, Capital Group said Tuesday in a filing seeking approval from the US Securities and Exchange Commission. Silla Brush, Allison McNeely July 30, 2025 3 Min Read (Bloomberg) -- Capital Group and KKR & Co.

Retail

Wealth Management

AUGUST 6, 2025

OBBBA Creates Tax Incentives for Capital Investments One of the key features of the OBBBA is the return of 100% bonus depreciation on qualified capital assets. Related: 11 Investment Must Reads for This Week (Aug. CFRA’s equity analysts estimate that AT&T will save between $6.5 The team also expects that T-Mobile will use its $1.5

Taxes

Harness Wealth

JULY 14, 2025

Real estate investment is one of the more common—and arguably more consistent—avenues to wealth creation, delivering capital appreciation, rental income, and portfolio diversification. Net Investment Income Tax (NIIT): A 3.8% Table of Contents Understanding real estate taxes What are the most tax-efficient ownership structures?

Taxes

Harness Wealth

NOVEMBER 12, 2024

The conversion from a Traditional IRA to a Roth IRA is a taxable event, with income taxes due on any pre-tax contributions and investment earnings converted. Consider 529 Plans A 529 Plan is a tax-advantaged investment account specifically designed to fund education costs. In 2024, the lifetime gift tax exemption is $13.61

Tax Planning

Harness Wealth

JANUARY 29, 2025

Engage in tax-loss harvesting Tax-loss harvesting is a strategy that helps investors reduce their taxable income by leveraging losses in their investment portfolios. Tax-loss harvesting works by selling investments that have declined in value to offset gains from other investments or, in some cases, ordinary income.

Taxes

WiserAdvisor

JULY 4, 2025

This is a simple and assured tax deduction that you can make without needing to provide any proof of any expenses or investments. Before you sell any investments or assets, check whether they fall under short-term or long-term capital gains. The post What are the Tax Brackets and Federal Income Tax Rates for the 2025-2026 Tax Year?

Taxes

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. That’s a slow burn, but a burn nonetheless with economic risks increasing as we get closer to year end and into early 2026. All indices are unmanaged and may not be invested into directly.

Economics

Trade Brains

JULY 22, 2025

This initiative could launch as early as 2026. Therefore, they gain liquidity without selling investments. Synopsis- JPMorgan Chase is exploring a surprising move. The banking giant may offer loans secured by Bitcoin and Ethereum. This signals a strategic shift into digital assets. CEO Jamie Dimon once called Bitcoin a fraud.

Assets

Trade Brains

AUGUST 8, 2025

Guidance for FY26 For the financial year 2026, PG Electroplast expects to earn between Rs. PGEL plans to invest Rs. Written By – Nikhil Naik Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in percent and 14.9 percent, respectively. 850 crores.

Electronics

Carson Wealth

JUNE 23, 2025

As anyone who has invested lately knows, things have been quite choppy and frustrating so far in 2025, especially from the February 19 peak to the near-bear market April lows. Even looking beyond 2025, the Fed is now projecting higher inflation in both 2026 and 2027. for both 2025 and 2026 before dropping to just 4.4%

Marketing

Trade Brains

JUNE 23, 2025

Ola, Swiggy and Zomato, facilitated large investments from Chinese and US firms. Zomato, Nykaa, Paytm), Indian retail and institutional investors are able to invest in some of these unicorns and reap the benefits slowly moving the ownership from foreign to local. Paytm, secured funding from Alibaba and SoftBank. to global peers.

Startup

Zajac Group

NOVEMBER 7, 2024

However… If you are considering gifting stocks or other investments, it may be worth considering the cost basis—and namely, the potential benefit of allowing your intended recipients to inherit the equity instead. Investments are subject to risk, including the loss of principal. Past performance is no guarantee of future results.

Planning

Darrow Wealth Management

JULY 24, 2025

Both the SALT cap and the income phaseout ranges will increase by 1% annually for 2026-2029 before reverting to $10,000 in 2030. 2026 Changes : Exemptions will continue at these current levels, adjusted for inflation annually. However, starting in 2026, the.5% Please discuss your situation with a CPA or qualified tax advisor.

Taxes

Harness Wealth

MAY 2, 2025

Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect. How will the 2026 tax brackets be affected if the TCJA expires? How will the 2026 tax brackets be affected if the TCJA expires? million (single) / $27.22

Taxes

SEI

JULY 18, 2025

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence.

Investing

Trade Brains

JUNE 26, 2025

The tariffs will be reduced to 26% over 5 years, starting with the initial 10% reduction in FY 2026. Written by Satyajeet Mukherjee Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses.

Planning

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!) and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year! We're also further expanding our more 'deep-dive' educational programs.

Financial Advice

Wealth Management

AUGUST 4, 2025

4, 2025) 11 Investment Must Reads for This Week (Aug. About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space.

Estate Planning

Trade Brains

JUNE 24, 2025

With 300–350 million online shoppers expected by 2026, robust growth in digital payments and expansion beyond metros are fueling this rapid transformation of the retail landscape in India. Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Investing

Advisor Perspectives

JULY 14, 2025

ClearBridge Investments believes tariffs remain the key risk to corporate profits in the second half of the year and is less concerned about geopolitical events or the outlook for fiscal and monetary policy.

Investing

SEI

JULY 15, 2025

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. Key similarities. options remain broad.

Investing

Carson Wealth

DECEMBER 23, 2024

We like to say in the Carson Investment Research team that hope isnt a strategy, but were hoping for some green during the SCR! Sure, this is only one indicator, and we suggest following many indicators when making investment decisions, but this is clearly something we wouldnt ignore either. 2026: Up from 2.0% of the time.

Marketing

Harness Wealth

MARCH 6, 2025

Tax Pros Brace for 2026: Trump, TCJA Extensions and Crypto ( Frank Gargano , Accounting Today) The IRS ended 2024 by debuting regulations on reporting cryptocurrency transactions, amendments for outdated provisions, updates for standard mileage rates and more. Registration does not imply a certain level of skill or training.

Taxes

Trade Brains

JULY 24, 2025

The shares of six Adani companies are in focus as Foreign Institutional Investors have trimmed their stakes in the companies in the first quarter of the financial year 2026. Written by Satyajeet Mukherjee Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Distribution

Trade Brains

JULY 17, 2025

Looking ahead, HUL expects moderate gross margins and will step up investments in innovation and high-growth categories. The brokerage cut its EPS estimates by 9–10% for the June 2026 period. Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

Distribution

Trade Brains

AUGUST 13, 2025

The company is optimistic about securing a significant portion of the Rs 600 crore project, aiming for completion by March 31, 2026. Written by Satyajeet Mukherjee Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Engineering

Nerd's Eye View

JUNE 20, 2025

without a scheduled sunset) the lower individual tax rates enacted as part of the Tax Cuts and Jobs Act (TCJA), and maintaining the estate tax exemption at TCJA-prescribed levels (which would reach approximately $15 million in 2026), there are several differences between them (e.g.,

Financial Planner

Trade Brains

AUGUST 4, 2025

The Net Working Capital-to-Revenue ratio is projected to be maintained at 12 percent by March 2026. Written by Shivani Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. percent to 8.5

Manufacturing

Wealth Management

AUGUST 8, 2025

LPL said it met its retention target of 90% of Commonwealth advisors and that it was pushing out its final integration timing to the fourth quarter of 2026. based independent broker/dealer, which has 3,000 advisors and $305 billion in assets. In the wake of the acquisition, Commonwealth has lost many advisors to rival broker/dealers.

Estate Planning

Harness Wealth

JANUARY 28, 2025

In this guide, we’ll explore the key tax changes in effect for 2025, how theyll influence your filing status, retirement savings, investment, and estate planningand offer strategic advice to help high-income and high-net-worth individuals prepare more effectively for upcoming coming tax changes. Starting at $1,500 per year.

Taxes

Discipline Funds

APRIL 19, 2025

And as I’ve been saying for a while now, I am not sure how much it matters anyhow because Powell is out in May of 2026 and Trump will replace him with a yes-man. The longer they remain in place the greater the uncertainty will be and the less business investment we see in the meantime. Trump clearly wants lower interest rates.

Economy

Trade Brains

AUGUST 6, 2025

Guidance and Others Blue Star management has significantly slashed its revenue growth guidance for the financial year 2026 from 20 percent to 10 percent. Written by Satyajeet Mukherjee Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Blue Star Ltd.

Medical