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Weekend Reading For Financial Planners (November 16-17, 2024)

Nerd's Eye View

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

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Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains

Nerd's Eye View

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. If the exchange meets the requirements of Section 351, it is tax-deferred for investors.

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Personal finance links: changing circumstances

Abnormal Returns

sites.libsyn.com) Katie Gatti Tassin talks with Jeremy Porter about how home insurance and climate change are affecting the housing market. tonyisola.com) Age is just one factor when it comes to your asset allocation. mrmoneymustache.com) Why you need to account for your Treasury income on your state taxes.

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#FASuccess Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years, With Griffin Kirsch

Nerd's Eye View

In this episode, we talk in-depth about how Griffin leverages his own experience as a firm founder to support his business-owner clients navigate financial planning decisions (in particular, tax planning opportunities), how Griffin encourages his business-owner clients to invest a portion of their profits outside of the business to diversify their (..)

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What Is In Your Control?

The Big Picture

Around the world, markets lost 5% or worse just last week. Year to date, the S&P 500 is down more than 23%; the Russell 2000 small caps are off more than 26%; Emerging markets are down almost 28%; and the Nasdaq Tech index is off more than 31%. Asset Economy. Asset Allocation. None whatsoever. Inflation.

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Personal finance links: striving for more

Abnormal Returns

stock market has held up. peterlazaroff.com) Investing There's no magic rule for asset allocation. theconversation.com) Taxes Earned income? flowfp.com) Billionaires pay their taxes differently. Podcasts Robin Powell talks with Ben Carlson about why the U.S. Your child can open a Roth IRA.

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Can You Live Off Dividends In Retirement?

Darrow Wealth Management

So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax. It equals 12 months of income (methods can be trailing or forward expected) divided by the market price of the stock, bond, ETF, or mutual fund. What is a dividend yield? Yields can be deceptive, though.