Tucker Advisors

OCTOBER 18, 2021

Download Client Appreciation Guide. Campaigns can hold multiple assets. We suggest articles and downloads that will allow them to educate themselves on a topic specific to them and your business. This could be an article about how to maximize retirement readiness or a checklist of information on how to retire tax-free.

Advertising 52

Advertising Media Retirement Financial Advisor 52

Good Financial Cents

OCTOBER 10, 2022

Money in a regular savings account is also FDIC-insured, so you won’t lose your assets. Real Estate Investment Trusts (REITS) are pooled investments that use physical real estate as an underlying asset, but there are other ways to invest in virtual real estate. According to the Bureau of the Fiscal Service at the U.S.

Accounting 69

Accounting Investments Investing Certification 69

Good Financial Cents

FEBRUARY 24, 2023

It’s estimated that Webull has more than 12 million users and over $40 billion in Assets Under Management (AUM). The form can be downloaded from the Webull app. To verify your identity, Webull may ask for copies of your driver’s license, passport, or other information as necessary. Yes, Webull is 100% legitimate.

Investments 96

Investments Investing Commission Accounting 96

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. KKR was the biggest with $400 million of assets and eight people. RITHOLTZ: My answer was, I’m 11, I don’t have a license plate, just give the kid a gallon of gas.

Investing 260

Investing Investments Numbers Banking 260

James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities. Click here to download a PDF of this report. Treasury yield hit a decade high 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Click here to download a PDF of this report. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. There are many disturbing parallels in today’s global economy.

Investments 52

Investments Investing Valuation Clients 52

James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Click here to download a PDF of this report. Interest income may be subject to the alternative minimum tax. If sold prior to maturity, capital gains tax could apply.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Click here to download a PDF of this report. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Click here to download a PDF of this report. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Clever Girl Finance

AUGUST 2, 2023

Table of contents Top 30 best passive income ideas Expert tip: Give yourself time to build passive income Taxes and passive income How can I make $1,000 a month in passive income? Learning how to start investing in assets that will make you more money is a great way to earn passive income. License some music Are you musically talented?

Accounting 66

Accounting Advertising License Taxes 66

James Hendries

OCTOBER 11, 2022

In addition, a major structural re-organization is in the planning stages that will involve sales of assets and spinning off parts of the international business. If an economy needs to see inflation easing, it makes little sense to stimulate the economy through tax cuts while tightening monetary policy by raising interest rates.

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

AUGUST 30, 2022

Also, consider higher taxes from the Inflation Reduction Act will likely trim $2 to $3 off next year’s S&P 500 Index earnings, while fewer buybacks in response to the 1% buyback tax may leave share counts higher and therefore EPS slightly lower. Click here to download a PDF of this report. Conclusion. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Economics 52

The Big Picture

JANUARY 30, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The pivot into digital asset management and Betterment was a little bit of a surprise, but a lot of the skills are very transferrable and she’s really done a, a, a substantial job at Betterment.

Media 144

Media Wealth Management Investing Investments 144

The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: (LAUGHTER) MILLER: But in reality, the buyers that zoomed out to the suburbs were largely from the rental market because they weren’t anchored to another asset.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

OCTOBER 10, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Tax cuts and fiscal stimulus, what’s not gonna be good for 00:25:03 [Speaker Changed] Equities. billion of liquid assets 01:03:21 [Speaker Changed] Of liquid. And nobody wanted it.

Math 157

Math Numbers Marketing Marketing 157

The Big Picture

JUNE 20, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Or should this be kept out of private asset allocators’ hands?  The transcript from this week’s, MiB: Gretchen Morgenson on Private Equity , is below. Kind of a thing.

Insurance 144

Insurance Healthcare Retail Medicine 144

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. They’re almost a billion dollars in assets. But for the advisor with a few hundred million of assets under management, they don’t need the scale. RITHOLTZ: Right?

Compliance 157

Compliance Clients Wealth Management Management 157

James Hendries

JULY 6, 2022

Money market assets are also nearly $1 trillion above December 2019 levels. The administration wants the federal tax holiday, which would take 18.4 cents off a gallon of gasoline, to be introduced along with a state tax holiday. cents per gallon for the federal tax and 31 cents per gallon on average from state governments.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

NOVEMBER 8, 2022

This would take any meaningful risk of tax increases on households or businesses off the table. Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Government Banking 52