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Ten Economic Questions for 2025

Calculated Risk

8) Residential Investment: Residential investment (RI) was slightly positive through the first three quarters of 2024. New home sales were up 2.1% Note: RI is mostly investment in new single-family structures, multifamily structures, home improvement and commissions on existing home sales.

Economics 290
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Question #8 for 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025?

Calculated Risk

Today, in the CalculatedRisk Real Estate Newsletter: Question #8 for 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025? 8) Residential Investment: Residential investment (RI) was slightly positive through the first three quarters of 2024.

Sales 147
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Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

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Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation. Today, many investment advisors operate as a subsidiary of another larger, parent firm.

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Financial Check Engine Light: How to Know When It’s Time to Revisit Your Plan

Tobias Financial

Life transitions such as marriage, divorce, the birth of a child or grandchild, career changes, retirement, an inheritance, or the purchase or sale of a home can all influence your broader financial picture. These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents.

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

Harness Wealth

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.