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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. Number 8860726. But those connections are brittle, proprietary and sometimes dependent on manual intervention. No problem.

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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

Minopoli, who is also a partner in the new RIA, had previously been the chief investment officer of a team managing a $30 billion portfolio for the Knights of Columbus Asset Advisors. With that background, he will offer alternative investment options both from third-party asset managers and his proprietary relationships.

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Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

With the amount of money coming in, there is going to be a lot of importance on compliance associated with advisory. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.

CFP 40
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The Ultimate Guide to Tax-Loss Harvesting

Harness Wealth

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Portfolio rebalancing: Selling underperforming assets helps investors maintain an optimal asset allocation. Is tax-loss harvesting right for you?

Taxes 52
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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

Note that gifting private company stock may require a professional appraisal to establish fair market value and ensure compliance with IRS regulations. If you are already using asset location, the end of the year can be a good time to check in on your portfolio allocation to determine if rebalancing is needed.

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Transcript: Jonathan Clements

The Big Picture

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management.

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Diversification is SO Back

Wealth Management

Diversification is SO Back Diversification is SO Back The normalization of macro forces like inflation, a smaller Fed balance sheet and interest rates will make portfolio diversification cool again. The past decade has proven that simply adding foreign investments to a portfolio does not equal diversification. Number 8860726.