James Hendries

JULY 13, 2023

The Family Business Survey 2023 highlights the most pressing concerns of these enterprises, with high personal tax levels emerging as a top worry for America’s largest private employers. High Persona Tax Levels: A Barrier To Growth Family-owned businesses are crucial to the American economy.

Taxes 52

Taxes Economy Planning Investing 52

The Big Picture

JUNE 17, 2023

They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis. economy, but American society as a whole. We discuss the Carried Interest tax loophole, a tax dodge that benefits a few 1000 people in the country but cost U.S.

Taxes 319

Taxes Retail Economy Economics 319

Abnormal Returns

OCTOBER 22, 2023

(thestreet.com) Ark Invest's ETFs have built up plenty of tax losses to carry forward. arstechnica.com) Economy Another chart crime debunked. arstechnica.com) Economy Another chart crime debunked. ritholtz.com) The apartment economy continues to loosen. ft.com) How has the first wave of semi-transparent active ETFs done?

Financial Advising 214

Financial Advising Media Economy Taxes 214

Abnormal Returns

AUGUST 27, 2023

theatlantic.com) Policy Why property tax rates vary so widely by locality. raise taxes on the 0.01%? bloomberg.com) Economy The state of California is facing a bunch of limits on its growth. nytimes.com) The economic schedule for the coming week. Smucker ($SJM) is handling a return to the office. stateline.org) The U.S.

Financial Advising 209

Financial Advising Taxes Media Economy 209

Abnormal Returns

JULY 2, 2023

(marginalrevolution.com) Policy Joel Dodge, "Ultimately, Bidenomics will be judged by whether it actually delivers for the people and places that lost out under the old economic-policy consensus." notboring.co) The (tax) cash spigot is slowing in many U.S. papers.ssrn.com) Economy The U.S. can build quickly if it wants to.

Financial Advising 201

Financial Advising Economy Economics Media 201

Abnormal Returns

AUGUST 6, 2023

Markets Cullen Roche, "This has been one of the more fascinating years in economic and market history." should let China continue to shoot itself in the (economic) foot. wsj.com) Starting next year, most US taxpayers will be able to file their taxes completely paperless with the IRS. nytimes.com) Why the U.S.

Financial Advising 239

Financial Advising Startup Economics Valuation 239

The Big Picture

APRIL 18, 2023

Ask people what they’ve heard about the economy, and they’ll tell you it’s bad. The economic recovery is strong. Americans remain deeply pessimistic about the economy: A large percentage mistakenly think we’re in a recession or will be hit by one this year. This year looks worse. (

Engineering 269

Engineering Economics Taxes Economy 269

Abnormal Returns

MAY 21, 2023

nytimes.com) Taxes Tax filing companies are lining up against the IRS offering a free filing option. npr.org) Why the IRS is scrutinizing new claims for the employee tax retention credit. washingtonpost.com) Economy American consumer behavior is normalizing. noahpinion.blog) The NBA is a model for immigration policy.

Financial Advising 198

Financial Advising Startup Taxes Financial Services 198

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust . Charitable Remainder Unitrust

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Abnormal Returns

OCTOBER 29, 2023

(noahpinion.blog) Why international tax evasion has fallen. npr.org) Economy The Fed is on the verge of breaking something. npr.org) Economy The Fed is on the verge of breaking something. disciplinefunds.com) Some cracks are showing in the consumer economy. bloomberg.com) The economic schedule for the coming week.

Financial Advising 222

Financial Advising Retirement Budgeting Economy 222

Nationwide Financial

FEBRUARY 27, 2023

Analysis: Acceleration in consumer inflation increases the odds of further Fed action Robust spending and income for January was in line with other strong economic data for the month, showing renewed economic vigor despite the Fed’s efforts to cool inflationary conditions. Personal consumption expenditures (PCE) climbed by 1.8

Economics 98

Economics Sales Manufacturing Economy 98

Zoe Financial

MAY 12, 2024

Economic Updates: The economy is slowing: we see this on the advanced estimate of Q1 GDP, purchasing managers index, the PMI index, April’s job numbers, and last week’s jobless claims all indicate that the economic growth is slowing down. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Economics Taxes 52

James Hendries

SEPTEMBER 7, 2022

economy was in a recession, up from 53% in June and 48% in May.1 1 Yet many economic indicators, notably employment, remain strong. The NBER defines a recession as “a significant decline in economic activity that is spread across the economy and lasts more than a few months.” Business Cycle Dating.

Economy 52

Economy Economics Retail Tax Planning 52

The Big Picture

OCTOBER 18, 2022

Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road. Rising Fed Funds Rates make capital and credit more expensive; the calculus around both debt and equity shifts.

Budgeting 363

Budgeting Economy Taxes Economics 363

Cornerstone Financial Advisory

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. However, members diverged on the economy, with some members finding the risk of recession elevated.

Economics 59

Economics Taxes Investment Advisor Investing 59

Abnormal Returns

JULY 23, 2023

npr.org) Social Security Raise Social Security taxes now before it becomes too painful. anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already? awealthofcommonsense.com) The economic schedule for the coming week. wired.com) Why Egyptian men are fleeing to Europe.

Financial Advising 234

Financial Advising Insurance Economy Retail 234

Abnormal Returns

JUNE 18, 2023

(msn.com) Cutting IRS funding reliably reduces overall tax revenue. papers.ssrn.com) Economy The world is the most equal it has been in a century. foreignaffairs.com) The economic schedule for the coming week. washingtonpost.com) Should parental leave be split down the middle? msn.com) How the GOP and big business broke up.

Financial Advising 236

Financial Advising Media Government Taxes 236

Abnormal Returns

JANUARY 8, 2023

Numerous attempts to streamline the American tax system have run into a wall of money from the tax-prep industry." slate.com) Economy Why data revisions matter when it comes to economic forecasting. ritholtz.com) The economic schedule for the coming week. theatlantic.com) The case for a 'National Success Fund.'

Financial Advising 130

Financial Advising Media Taxes Economics 130

Abnormal Returns

DECEMBER 24, 2023

wsj.com) The employee-retention tax credit, or ERC, is a hot mess. shepherd.com) Economy You can't guarantee a soft landing just yet. econbrowser.com) The economic schedule for the coming holiday-shortened week. (nytimes.com) Policing Why perceptions of crime are out of sync with the statistics.

Financial Advising 212

Financial Advising Media Taxes Economy 212

Abnormal Returns

APRIL 23, 2023

vox.com) Economy Earnings can fall even without an economic recession. ritholtz.com) The economic schedule for the coming week. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! (politico.com) Not every HOA sucks, but a lot do. awealthofcommonsense.com) Companies are not afraid to raise prices.

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

Abnormal Returns

FEBRUARY 19, 2023

semafor.com) Detroit wants to implement a land-value tax. nytimes.com) Economy The economy is walking a fine line between too hot and just right. axios.com) The economic schedule for the coming holiday-shortened week. (danieldrezner.substack.com) The Affordable Care Act is no longer a campaign issue.

Financial Advising 130

Financial Advising Economy Media Taxes 130

The Big Picture

APRIL 7, 2023

My end-of-week, market’s-closed-but-BLS-open Good Friday reads: • Here’s What Happens at the IRS After You File Your Taxes Refunds can come in five days—or a few months. American Prospect ) see also Six Ways Existing Economic Models Are Killing the Economy : The alleged science doesn’t match up to the real world.

Valuation 286

Valuation Advertising Economy Food 286

The Big Picture

NOVEMBER 28, 2023

This is before we get to the issue of capital gains tax’ hurdle of 20% on those pesky profits. ( He coined the phrase “K-Shaped Recovery” to describe the confidence divide between the top and bottom of the economy post-pandemic. The good news stretches far beyond the rich. New York Times ) see also Wages are rising.

Economy 234

Economy Manufacturing Taxes Economics 234

Advisor Perspectives

SEPTEMBER 21, 2023

Workers lose wages, shareholders lose profits, governments lose tax revenue. All these effects can have an adverse impact on economic growth, employment and inflation. Labor strikes aren’t cheap. Equipment sits idle. Supply chains get gummed up.

Economy 52

Economy Government Taxes Economics 52

The Big Picture

NOVEMBER 25, 2022

That will cause a drop in property taxes and strain city budgets. Stanford Institute for Economic Policy Research ). • But we first need to understand, as well as catalogue, what is causing the current economic carnage. ( The Political Economy Blog ). New York Times ).

Commission 302

Commission Budgeting Economics Retail 302

Zoe Financial

APRIL 8, 2024

Economic Updates: Stock market concerns around comments from the Federal Reserve members dampening expectations of when they will lower interests if inflation doesn’t continue to come down. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. year over year.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

Marketing 88

Marketing Marketing Economics Taxes 88

Integrity Financial Planning

DECEMBER 11, 2023

And while this strategy does have its merits, it can have some flaws in certain economic situations. [1] The conventional idea is that when the economy is struggling, interest rates may be lowered to help stimulate business growth. In a healthy economy, inflation is a sign of a growing economy.

Portfolio 97

Portfolio Economy Financial Guidance Financial Planning 97

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales.

Marketing 75

Marketing Marketing Economics Taxes 75

Cornerstone Financial Advisory

APRIL 29, 2024

The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. 4 On Thursday, markets slipped on two fresh pieces of economic data: a Gross Domestic Product (GDP) slowdown and higher consumer prices. Inflation Corporate earnings and economic reports battled it out last week.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index.

Marketing 80

Marketing Marketing Insurance Taxes 80

Abnormal Returns

FEBRUARY 16, 2023

axios.com) Funds Tax efficiency is the secret sauce of ETFs. bloomberg.com) Economy What does a 'no landing' economic scenario look like? (howardlindzon.com) Private assets Why private equity needs much better valuations. ft.com) Why where investors mark the portfolios can be all over the place. pragcap.com) Fidelity is hiring!

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Abnormal Returns

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. papers.ssrn.com) The economic schedule for the coming week. ritholtz.com) The U.S.

Financial Advising 130

Financial Advising Economy Media Taxes 130

Zoe Financial

APRIL 5, 2024

Economic Updates: FOMC Meeting: Interest rates did not change, but the market was looking for future signals on future interest rate cuts. Key message was the economy is moving along just fine. If the Fed doesn’t cut interest rates it is because the economy continues to do really well. Economies and markets fluctuate.

Marketing 40

Marketing Marketing Taxes Economy 40

The Big Picture

APRIL 17, 2023

from the burial economy. The Atlantic ) • America’s decline in life expectancy speaks volumes about our problems : Years of widening economic inequality, compounded by the pandemic and political storm and stress, have given Americans the impression that the country is on the wrong track. Your Income Taxes Are Due.

Management 278

Management Assets Taxes Investing 278

Abnormal Returns

DECEMBER 25, 2022

(semafor.com) Why the Child Tax Credit, despite widespread support, didn't get renewed. nytimes.com) Economy What kind of landing is the U.S. economy going to have? ft.com) A look at the global economy at year-end. econbrowser.com) The (limited) economic schedule for the coming week.

Marketing 130

Marketing Marketing Financial Advising Economy 130

The Big Picture

MARCH 22, 2023

CIO ) see also Job Listings Abound, but Many Are Fake : In an uncertain economy, companies post ads for jobs they might not really be trying to fill. CIO ) see also Job Listings Abound, but Many Are Fake : In an uncertain economy, companies post ads for jobs they might not really be trying to fill.

Risk Management 281

Risk Management Manufacturing Management Government 281