Abnormal Returns

AUGUST 27, 2023

theatlantic.com) Policy Why property tax rates vary so widely by locality. raise taxes on the 0.01%? nytimes.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Smucker ($SJM) is handling a return to the office.

Financial Advising 192

Financial Advising Taxes Media Economy 192

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 228

Financial Advising Startup Economics Valuation 228

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. calculatedriskblog.com) The economic schedule for the coming week. wsj.com) Policy America's large transit systems have a big problem.

Financial Advising 182

Financial Advising Startup Taxes Financial Services 182

Abnormal Returns

OCTOBER 22, 2023

thestreet.com) Ark Invest's ETFs have built up plenty of tax losses to carry forward. calculatedrisk.substack.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (morningstar.com) How to avoid investment disasters.

Financial Advising 202

Financial Advising Media Economy Taxes 202

Carson Wealth

JULY 12, 2022

Most MSFS programs will contain financial planning classes within their curriculums. . Doctor of Philosophy is a graduate degree awarded in the sciences, branches of economics and social or behavioral areas. In financial services, you might encounter an LLM in tax or estate planning. . Someone with a Ph.D.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

OCTOBER 29, 2023

noahpinion.blog) Why international tax evasion has fallen. bloomberg.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (investmentnews.com) Why full retirement ages are going to have to rise. klementoninvesting.substack.com) The U.S.

Financial Advising 205

Financial Advising Retirement Budgeting Economy 205

Abnormal Returns

JUNE 18, 2023

(msn.com) Cutting IRS funding reliably reduces overall tax revenue. foreignaffairs.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? washingtonpost.com) Should parental leave be split down the middle?

Financial Advising 223

Financial Advising Media Government Taxes 223

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. econbrowser.com) The economic schedule for the coming week.

Financial Advising 185

Financial Advising Economy Economics Media 185

Abnormal Returns

JULY 23, 2023

npr.org) Social Security Raise Social Security taxes now before it becomes too painful. awealthofcommonsense.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wired.com) Why Egyptian men are fleeing to Europe.

Financial Advising 221

Financial Advising Insurance Economy Retail 221

Abnormal Returns

JUNE 4, 2023

msn.com) Policy Who gains from corporate tax cuts? statnews.com) Economy Economic data doesn't move in straight lines. washingtonpost.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 178

Financial Advising Startup Banking Economy 178

Abnormal Returns

DECEMBER 24, 2023

wsj.com) The employee-retention tax credit, or ERC, is a hot mess. econbrowser.com) The economic schedule for the coming holiday-shortened week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter.

Financial Advising 196

Financial Advising Media Taxes Economy 196

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! abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

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

NOVEMBER 23, 2022

cbsnews.com) Economy Is crude oil losing its salience as an economic indicator? awealthofcommonsense.com) What falling tax withholding numbers say about the state of the economy. abnormalreturns.com) Research links: economic forecasts. abnormalreturns.com) Adviser links: setting client expectations.

Financial Advising 197

Financial Advising Advertising Economy Economics 197

Abnormal Returns

FEBRUARY 19, 2023

semafor.com) Detroit wants to implement a land-value tax. axios.com) The economic schedule for the coming holiday-shortened week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (danieldrezner.substack.com) The Affordable Care Act is no longer a campaign issue.

Financial Advising 130

Financial Advising Economy Media Taxes 130

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? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (howardlindzon.com) Private assets Why private equity needs much better valuations.

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Abnormal Returns

MAY 28, 2023

(wsj.com) You can now see the exodus from New York state in the tax data. wsj.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bloomberg.com) Fox News is still facing an election-related defamation case.

Financial Advising 130

Financial Advising Media Insurance Taxes 130

Abnormal Returns

DECEMBER 19, 2022

wsj.com) Institutional investors don't like paying property taxes. awealthofcommonsense.com) Traditional economic models are all that helpful at the moment. nytimes.com) Earlier on Abnormal Returns Adviser links: giving with awareness. nytimes.com) Earlier on Abnormal Returns Adviser links: giving with awareness.

Financial Advising 130

Financial Advising Retail Media Taxes 130

Abnormal Returns

DECEMBER 4, 2022

morningstar.com) Economics The economics profession has a sexual harassment problem. theatlantic.com) Five insights from Owen Ullmann's new book "Empathy Economics: Janet Yellen’s Remarkable Rise to Power and Her Drive to Spread Prosperity to All." vox.com) The public health case for sin taxes.

Financial Advising 130

Financial Advising Startup Economics Economy 130

Abnormal Returns

AUGUST 21, 2022

morningstar.com) What to know about tax efficiency and mutual funds. nytimes.com) The IRS is required to study fee tax filing options. tker.co) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Taxes Banking Media 130

Abnormal Returns

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. papers.ssrn.com) The economic schedule for the coming week. abnormalreturns.com) Why rough edges remain in financial markets: people. Strategy Despite long term progress, the short term often makes us feel pessimistic.

Financial Advising 130

Financial Advising Economy Media Taxes 130

Abnormal Returns

DECEMBER 25, 2022

semafor.com) Why the Child Tax Credit, despite widespread support, didn't get renewed. econbrowser.com) The (limited) economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (msn.com) War or not, Russia's infrastructure is falling apart.

Marketing 130

Marketing Marketing Financial Advising Economy 130

International College of Financial Planning

OCTOBER 26, 2023

Continuous Portfolio Monitoring:  As financial markets are dynamic in nature, a CFP® professional remains vigilant, recalibrating investment strategy in response to market shifts or economic blueprint alterations. Maintaining open communication channels between these two pillars of the financial foundation is imperative.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

International College of Financial Planning

OCTOBER 26, 2023

A financial advisor isn’t just a title; it’s a commitment. They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Mauldin Economics

APRIL 14, 2021

But now you'll have a whole new set of concerns like paying more taxes, buying more life insurance, and donating more to charity. Depp tried to blame his financial advisers. Jared Dillian is an investment strategist at Mauldin Economics, a former head of ETF trading at Lehman Brothers, and the author of The Awesome Portfolio.

Financial Advising 40

Financial Advising Accounting Insurance Investing 40

AdvisorPR

OCTOBER 28, 2020

Whether it’s related to the pandemic, the current economic climate or even politics, news reporters are often looking for that local hook. Financial advisors often don’t realize that they are sitting on a goldmine of information related to calendar-based events that local reporters would snap up in a minute.

Media 52

Media Financial Advisor Education Taxes 52

WiserAdvisor

APRIL 12, 2024

The law of diminishing returns, an economic theory, also suggests that after reaching an optimal level of capacity, adding more clients may lead to smaller increases in efficiency. In financial services, this translates to diminishing returns in client service quality as the client base expands.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. She’s recognized as one of Investopedia’s 100 Top Financial Advisors , ranking within the top 10 for 2023.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. She’s recognized as one of Investopedia’s 100 Top Financial Advisors , ranking within the top 10 for 2023.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

APRIL 10, 2023

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017.

Investing 52

Investing Investments CFP Financial Advisor 52

Brown Advisory

JANUARY 1, 2023

Since day one of the Global Leaders strategy, we have looked for high-quality companies with superior customer outcomes that we believe are able to pass on prices and generate high levels of recurring revenue while requiring low financial leverage. what are the taxes for?). For us, all business starts with the customer.

Investing 52

Investing Investments Valuation Clients 52

AdvisorPR

OCTOBER 29, 2020

If you don’t know already, you need to reach out to your clients to find out how they’re feeling about the economic environment and upcoming election. It is vital that you are communicating with your clients now and regularly throughout the election and after, until the dust settles again. Here’s how. Step One – Take the Temperature .

Communication 52

Communication Clients Planning Financial Services 52

The Big Picture

NOVEMBER 15, 2022

The advice part of being a financial adviser is the hard part. Hey, show me companies where the board has at least two women on it, or you could tilt towards value, or you could tilt towards small cap, or you can use it for tax loss harvesting or philanthropy. But it shouldn’t be your primary focus. NADIG: FRDM.

Management 268

Management Assets Portfolio Investing 268