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

JULY 9, 2023

wsj.com) There is no Social Security trust fund to invest. crr.bc.edu) We are going to need a replacement for the gasoline tax. nytimes.com) How expanded child tax credits were used. tker.co) Nonresidential investment keeps growing. econbrowser.com) The economic schedule for the coming week.

Financial Advising 202

Financial Advising Taxes Economy Media 202

International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

Nerd's Eye View

MARCH 6, 2024

One way to predict future market returns is to use the past as a guide, with nearly 100 years of continuous market data since the 1920s covering a wide range of economic conditions showing that, for instance, the S&P 500 has had nearly a 10% average compounding return (7% above inflation) since 1926. Read More.

Valuation 199

Valuation Retirement Economics Financial Advisor 199

Nationwide Financial

JUNE 20, 2023

After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans in response to rising inflation, high interest rates, and an uncertain economic environment. By staying invested for the long term, investors give themselves a good opportunity to outpace inflation.

Retirement 97

Retirement Economics Planning Retirement Planning 97

Abnormal Returns

MAY 21, 2023

bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. nytimes.com) Taxes Tax filing companies are lining up against the IRS offering a free filing option.

Financial Advising 182

Financial Advising Startup Taxes Financial Services 182

WiserAdvisor

JANUARY 3, 2024

But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. The role of tax-advantaged accounts is undeniable in ensuring your future financial stability.

Retirement 52

Retirement Portfolio Investing Investments 52

Abnormal Returns

OCTOBER 22, 2023

(awealthofcommonsense.com) How time horizon affects the odds of investing in equities. morningstar.com) How to avoid investment disasters. 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.

Financial Advising 199

Financial Advising Media Economy Taxes 199

Cornerstone Financial Advisory

APRIL 29, 2024

4 On Thursday, markets slipped on two fresh pieces of economic data: a Gross Domestic Product (GDP) slowdown and higher consumer prices. Earnings Vs. Inflation Corporate earnings and economic reports battled it out last week. The big economic news was that Q1 GDP grew at a 1.6 But by midday, selling pressure slowed.

Marketing 52

Marketing Marketing Taxes Economics 52

Carson Wealth

SEPTEMBER 14, 2023

Understanding the intricate web of tax implications and identifying tax-efficient strategies is crucial for preserving your fiscal well-being. As you aim to optimize your tax position, here are six common mistakes business owners make when it comes to succession planning tax considerations and how to navigate them.

Taxes 52

Taxes Financial Advisor Planning Sales 52

MazumaBusinessAccounting

AUGUST 29, 2022

In 2021, the average tax refund was $3,039. Hardly, especially given the economic downturn of the last couple of years. New small business owners may be hopeful for a tax refund, a small gift to invest back into their operations. Not all types of small businesses can receive tax refunds, however. Small potatoes?

Taxes 52

Taxes Accounting Sales Economics 52

MazumaBusinessAccounting

AUGUST 28, 2022

In 2021, the average tax refund was $3,039. Hardly, especially given the economic downturn of the last couple of years. New small business owners may be hopeful for a tax refund, a small gift to invest back into their operations. Not all types of small businesses can receive tax refunds, however. Small potatoes?

Taxes 52

Taxes Accounting Sales 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 86

Marketing Marketing Economics Taxes 86

Cornerstone Financial Advisory

MARCH 18, 2024

5 This Week: Key Economic Data Monday: Housing Market Index. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 90

Marketing Marketing Taxes Economics 90

Yardley Wealth Management

DECEMBER 9, 2022

The post Should I Invest Differently This Time? Should I Invest Differently This Time? We think that people should have a globally diversified portfolio made of mutual funds and exchange traded funds that have low-costs and that are tax efficient. The post Should I Invest Differently This Time?

Investing 52

Investing Investments Risk Tolerance Wealth Management 52

The Big Picture

NOVEMBER 2, 2023

If you are in a top tax bracket and have residency in a high-tax state with strong credit quality – think Ohio, New York, Massachusetts, California, Connecticut, etc. – Previously : Cash Is No Longer Trash (October 27, 2023) Understanding Investing Regime Change (October 25, 2023) How Many Bear Markets Have You Lived Through?

Taxes 276

Taxes Portfolio Marketing Marketing 276

Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Core inflation was 3.2%

Marketing 86

Marketing Marketing Economics Taxes 86

Nationwide Financial

JUNE 5, 2023

Just three years ago, business owners were reeling from the swift and significant economic impact of the pandemic. As a financial professional, you can be a reassuring voice – and potentially aid in helping them address the impacts of economic volatility – as we brace for turmoil ahead. have been mild to moderate.

Economics 52

Economics Risk Management Clients Financial Services 52

Abnormal Returns

OCTOBER 29, 2023

awealthofcommonsense.com) 11 lessons learned about investing including 'You are not the next Warren Buffett.' thestreet.com) Song royalties Was the music investing boom a ZIRP phenomenon? tker.co) The AI investing boom is going to break a lot of hearts. noahpinion.blog) Why international tax evasion has fallen.

Financial Advising 203

Financial Advising Retirement Budgeting Economy 203

The Big Picture

JULY 25, 2023

Pomp points out that: “I am, however, arguing that the total return percentage traditionally quoted is not what people actually achieve in their brokerage account because of taxes. I have addressed Tax Alpha before ( see this and this ); but Pomp indirectly raised a very different issue: Why do people underperform their own assets?

Assets 246

Assets Accounting Taxes Economics 246

The Big Picture

APRIL 18, 2023

The economic recovery is strong. As the recovery progresses, there’s less and less justification for the drumbeat of negative hot takes and gloomy economic speculation from the media. The economic evidence paints a very different picture. The economic evidence paints a very different picture. Rents in the US fell 0.4%

Engineering 269

Engineering Economics Taxes Economy 269

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

Investing Investments Portfolio Assets 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

Economic data released on Thursday showed remarkable economic strength, with above-consensus forecast growth in third-quarter Gross Domestic Product (GDP) and September’s durable goods orders, with only a minor uptick in initial jobless claims. 5 This Week: Key Economic Data Wednesday: FOMC Announcement. Jobless Claims.

Marketing 99

Marketing Marketing Economics Taxes 99

The Big Picture

NOVEMBER 25, 2022

My end-of-week morning train WFH reads: • The Best 50-Year-Old Investing Advice Money Can Buy : Nearly 50 years ago, the economist Burton Malkiel came out with a book that said, in effect, that all of us should be in index funds. That will cause a drop in property taxes and strain city budgets. New York Times ). • Businessweek ).

Commission 302

Commission Budgeting Economics Retail 302

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. Tuesday: Factory Orders.

Marketing 74

Marketing Marketing Economics Taxes 74

Cornerstone Financial Advisory

APRIL 22, 2024

6 This Week: Key Economic Data Tuesday: PMI Composite. Source: Investors Business Daily – Econoday economic calendar; April 18, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 11, 2024

6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 79

Marketing Marketing Insurance Taxes 79

Cornerstone Financial Advisory

DECEMBER 18, 2023

6 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials.

Marketing 96

Marketing Marketing Taxes Economics 96

Cornerstone Financial Advisory

APRIL 1, 2024

Weekly Market Insights: Stocks Narrowly Higher Presented by Cornerstone Financial Advisory, LLC Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. Conflicting economic news on Monday and Tuesday contributed to the slide. PMI Manufacturing Final. Construction Spending.

Marketing 52

Marketing Marketing Economics Taxes 52

Nationwide Financial

JUNE 21, 2023

Some of the more common reasons pre-retirees gave for delaying retirement include worries about inflation (60%), economic recession (46%), market volatility (36%), and taxes (23%). Investors of any age should avoid making impulsive financial decisions because of gloomy economic forecasts or fears of market volatility.

Investing 52

Investing Investments Retirement Planning Retirement 52

Cornerstone Financial Advisory

NOVEMBER 6, 2023

5 This Week: Key Economic Data Thursday: Jobless Claims. Source: Econoday, November 3, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. Friday: Consumer Sentiment.

Marketing 101

Marketing Marketing Taxes Economics 101

Cornerstone Financial Advisory

APRIL 15, 2024

5,6 This Week: Key Economic Data Monday: Retail Sales. Source: Investors Business Daily – Econoday economic calendar; April 11, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 52

Marketing Marketing Taxes Economics 52

WiserAdvisor

FEBRUARY 14, 2024

You can also consider unique investment ideas that align with your interests and goals. They can also help you include some uncommon types of investments that can contribute to your overall financial growth. Investing in collectible sneakers might seem unusual at first glance.

Investing 59

Investing Investments Retail Banking 59

Zoe Financial

MAY 6, 2024

Economic update: Deceleration of job growth for April: US jobs totaling 175k in April versus the expected 240k. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Oil prices fell almost 7% for the week.

Marketing 40

Marketing Marketing Taxes Economics 40

Cornerstone Financial Advisory

FEBRUARY 5, 2024

3 This Week: Key Economic Data Monday: ISM Services Index. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 81

Marketing Marketing Taxes Economics 81

Cornerstone Financial Advisory

DECEMBER 11, 2023

5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Econoday, December 8, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. FOMC Announcement.

Marketing 87

Marketing Marketing Taxes Economics 87

Cornerstone Financial Advisory

DECEMBER 26, 2023

6 This Week: Key Economic Data Thursday: Jobless Claims. Source: Econoday, December 22, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. Armed Forces.

Taxes 100

Taxes Investment Advisor Sales Investing 100