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

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

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 146

Estate Planning Portfolio Management Communication Portfolio 146

Abnormal Returns

MAY 8, 2023

kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. about building 'financial empathy.'

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Nerd's Eye View

SEPTEMBER 2, 2022

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Financial Planner 245

Financial Planner Strategic Planning Retirement Planning Retirement 245

The Big Picture

MAY 22, 2023

Wired ) • Investors Are Overlooking the Real Power of AI : Investments are not the most obvious target of image-generating AI, but, as WorldQuant’s Igor Tulchinsky writes, early-stage technologies like GPT-4 should be approached with radical openness. Why PayPal and Other Fintechs Should Worry. this year amid remote work.

Banking 270

Banking Taxes Investing Investments 270

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 52

Investing Investments Retail Valuation 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

Calculated Risk

JUNE 18, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. 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. for the month means that fewer firms reported a decrease than in April.

Clients 147

Clients Economy Numbers Economics 147

Abnormal Returns

JUNE 4, 2023

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

Clients 157

Clients Investing Investments Marketing 157

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 78

Marketing Marketing Investing Investments 78

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 The Trusted 60-40 Investing Strategy Just Had Its Worst Year in Generations Source: Wall Street Journal Sign up for our reads-only mailing list here. million-square-foot complex on the city’s outskirts.

Startup 259

Startup Insurance Sales Marketing 259

Wealth Management

SEPTEMBER 7, 2022

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

Management 130

Management Investing Investments 130

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 52

Taxes Compliance Electronics Accounting 52

Mish Talk

DECEMBER 12, 2022

Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. Chief Futurist On September 7, 2022, Cathie Wood’s Ark Investment Management named its first “ chief futurist ", Brett Winton. Wood's Predictions The price of bitcoin will hit $1 million by 2030, a roughly 6,000% increase from current levels. What a hoot.

Valuation 157

Valuation Communication Marketing Marketing 157

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 135

Financial Advice Ethics Education Financial Planning 135

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 52

Taxes Clients Insurance Distribution 52

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 59

Planning Distribution Government Commission 59

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

MarketWatch

JANUARY 31, 2023

GM agreed to invest $650 million in the company to help develop Nevada’s Thacker Pass mine, the largest known lithium source in the U.S. Thacker Pass is scheduled to go into operation in the second half of 2026, the companies said. Lithium Americas Corp. LAC stock was up 9.2% Visit MarketWatch.com for more information on this news.

Investing 75

Investing Investments Management Marketing 75

Trade Brains

JUNE 20, 2025

The government is planning to make anti-lock braking systems mandatory for all two-wheelers sold in the country starting January 1, 2026. Written by Satyajeet Mukherjee Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in appeared first on Trade Brains.

Engineering 52

Engineering Manufacturing Government Investment Advisor 52

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 52

Startup Retail Government Economics 52

Trade Brains

JUNE 27, 2025

km corridor expected by 2026. Targeted for phased rollout by 2026 and full commissioning by 2029, the BSRP aims to finally connect Bengaluru’s growing suburbs like Devanahalli, Yelahanka and Kengeri to the city core with affordable, fast rail transit. km), Mallige (Benniganahalli to Chikkabanavara, 25.01 km), with 64 stations in total.

Government 59

Government Startup Transportation Commission 59

Trade Brains

JUNE 16, 2025

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. Investing in equities poses a risk of financial losses.

Electronics 77

Electronics Manufacturing Government Communication 77

Trade Brains

JULY 1, 2025

2,475 crore investment from Advent and aims to consolidate Apollo’s pharmacy business under one umbrella. Shareholder approval for the composite scheme is expected by February 2026 , following clearances from SEBI, CCI, and NCLT. Investing in equities poses a risk of financial losses. The transaction follows a Rs.

Planning 59

Planning Healthcare Medical Distribution 59

Trade Brains

NOVEMBER 4, 2024

These trends make cancer-focused pharma stocks a compelling investment opportunity in India. Future Outlook Beta Drugs plans to broaden its product portfolio as it is planning to launch 25 new products by 2026. Beta Drugs is also focusing on enhancing its sales to 450+ crores by 2026. higher from its previous close of Rs.

Manufacturing 98

Manufacturing Pharmaceutical Planning Healthcare 98

Trade Brains

JUNE 29, 2025

These exports are expected to touch $80 billion by 2026, making India a key player in the global supply chain. Looking ahead, the industry is gearing up for the future with plans to invest around Rs. Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

Manufacturing 59

Manufacturing Engineering Investing Investments 59

Trade Brains

OCTOBER 23, 2024

Dr. Majumdar notes that many Indian states already invest in these areas. Hence, private investments will likely increase soon. Initially, growth may slow slightly in fiscal 2025-2026 to between 6.5 The country continues to attract international investment. Clean energy projects attract significant investments frequently.

Economy 116

Economy Manufacturing Economics Food 116

Trade Brains

JUNE 26, 2025

GW, respectively, by June 2026, supporting India’s vision for self-reliance in solar energy. Written by Sridhar J 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. GW and 11.1

Commission 69

Commission Manufacturing Investment Advisor Investing 69

Trade Brains

JUNE 18, 2025

Vijayapura Airport (Sri Jagajyothi Basveshwara Airport) Total Land Area: 727 acres Estimated Investment: ₹347.92 Vijayapura Airport (Sri Jagajyothi Basveshwara Airport) Total Land Area: 727 acres Estimated Investment: ₹347.92 Hassan Airport Location: Bhoovanahalli, 6 km from Hassan town Estimated Investment: ₹193.65

Transportation 59

Transportation Economics Government Healthcare 59

Trade Brains

JUNE 11, 2025

The scope of the order includes the Supply of Armor Plate MIL12560 (ARMOUR), and it has to be executed by 31 May 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.

Electronics 59

Electronics Manufacturing Investment Advisor Consulting 59

Trade Brains

JUNE 27, 2025

The execution timeline for the project extends until June 30, 2026. Written By Rohan Pandey 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.

Communication 59

Communication Commission Investment Advisor Manufacturing 59

MarketWatch

MAY 24, 2023

PPG said Wednesday it is targeting annual adjusted per-share earnings growth of 8% to 12% through 2026, one of several goals the paint company outlined ahead of an investor day. based PPG is targeting free cash flow of about $1 billion a year through 2026 and aims to achieve annual organic sales growth of 2% to 4%. Pittsburgh, Pa.-based

Sales 40

Sales Investing Investments Marketing 40

Trade Brains

JUNE 13, 2025

Morgan has further said that if geopolitical concerns are downplayed, the target could be low to mid $60 for 2025 and $60 in 2026. Written By Abhishek Das Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Investment Advisor 52

Investment Advisor Consulting Investing Investments 52

Trade Brains

JUNE 25, 2025

The order is to be completed by 28 February 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. Please consult your investment advisor before investing.

Clients 59

Clients Engineering Transportation Investment Advisor 59

Trade Brains

JULY 2, 2025

The project is scheduled for completion by October 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. Please consult your investment advisor before investing.

Engineering 59

Engineering Healthcare Commission Investment Advisor 59

Trade Brains

JUNE 13, 2025

of FY25 revenue), which are to be executed by 31 March 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. Crores (1.4x

Manufacturing 52

Manufacturing Distribution Investment Advisor Consulting 52