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Weekend Reading For Financial Planners (January 13-14)

Nerd's Eye View

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

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10 Thursday AM Reads

The Big Picture

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication. He is the author of the new book, “ Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.”

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Saturday links: impromptu fun

Abnormal Returns

papers.ssrn.com) Putting some numbers on the effect of employer vaccine mandates. theconversation.com) Communicating about viral transmission is no easy feat. nber.org) Food How water shortages are going to affect food prices. (fortune.com) People are more likely to get vaccinated if they know some one who has died.

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My 2023 reading

Investment Writing

Writing Making Numbers Count: The Art and Science of Communicating Numbers by Chip Health and Karla Starr. This book has great examples of effective communication with numbers. Here are some of the most interesting, helpful books that I read during 2023. I hope you’ll find some titles that interest you.

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Saturday links: doing right by the environment

Abnormal Returns

grist.org) Five insights from Tom Mustill's "How To Speak Whale: A Voyage into the Future of Animal Communication." washingtonpost.com) Covid A new study shows masking mandates were linked with significantly reduced numbers of Covid cases in schools. washingtonpost.com) Food Why cultivated meat is going to displace plant-based meats.

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What Documents You Should Provide to Your Tax Preparer

Carson Wealth

Communication Is Key Your preparer should tell you when to expect the engagement letters, organizers, etc., You’ll also want to keep any supporting documentation, such as receipts and transactions histories, as the IRS may ask you to support the number reported on the return. The short answer to that question is often, “Everything.”

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Weekly Market Insights – September 4, 2023

Cornerstone Financial Advisory

4,5 Finally, the government’s monthly employment report showed the number of nonfarm payroll gains continued to decelerate in August, while June and July estimates were revised lower by 110,000. Because of this, it’s essential to monitor your sodium intake and be aware of how much sodium is in your foods.