This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines.
Michael received his Bachelor of Arts in Economics from the University of California, Los Angeles. Before joining AssetMark, Michael was a Senior Vice President at Fidelity’s Institutional Wealth Services. He began his career in public accounting at Coopers & Lybrand, LLC.
This weeks Tax Advisor news roundup covers key updates for financial professionals. Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Wealth Taxes in Europe, 2025 ( Cristina Enache , Tax Foundation) Net wealth taxes are recurrent taxes on an individuals wealth, net of debt.
Disappointing earnings on Tuesday from a large box retailer held back some gains in the broader S&P 500. 7 This Week: Key Economic Data Tuesday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; November 21, 2024 The Econoday economic calendar lists upcoming U.S.
8 This Week: Key Economic Data Tuesday: Federal Open Market Committee (FOMC) Meeting Begins. Retail Sales. Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S. This information is not a substitute for individualized tax advice.
These tax-advantaged funds provide capital to small and midsized U.S. businesses—often underserved by traditional financing channels—offering both retail and accredited investors access to a diversified pool of private credit and equity investments. However, distributions are generally taxed as ordinary income.
High taxes also push Indian investors towards riskier, offshore platforms. Tax Changes Japan acknowledges past tax missteps. Proposals suggest a flat 20% capital gains tax instead. India’s own 30% tax, plus its inability to offset losses, actively discourages retail investors.
But beneath this surface-level move lies a far more intricate interplay of economics, sectoral impact, and capital allocation—especially when considering where to invest next: in fixed deposits (FDs) or debt mutual funds. The Real Economic Undercurrent A CRR cut is not just a technical move. Add to that the post-tax impact.
Economic news that showed a 2.2 9 This Week: Key Economic Data Tuesday: Fed Officials Neel Kashkari and Patrick Harker speak. Friday: Retail Sales. Source: I nvestors Business Daily – Econoday economic calendar ; November 8, 2024 The Econoday economic calendar lists upcoming U.S. Weekly Jobless Claims.
Economic Update: Retail Sales: Weaker than expected in January. Economic Surprise Index: Declined over the last 4-5 weeks from high levels. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.
Economic Update: Inflation (March): CPI: ~2.4%, lower than expected. Next Week: Retail Sales data. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.
Retail sales data, which give us a sense of how the consumer spending is looking. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Stay tuned for next week.
Economic Update: Fed Meeting: Rates held steady. Retail Sales (May): Overall sales were affected by a sharp drop in auto sales (post-March tariff surge). Retail Sales (May): Overall sales were affected by a sharp drop in auto sales (post-March tariff surge). Market Focus: Geopolitical risks, especially increased U.S.
Equity markets in the US also hit record levels due to ease of geopolitical tensions, dovish fed and trade developments, but economic data released in early July for Q1 2025 (Jan-Mar) presents a mixed picture. In fact, retail inflation in June hit a six-year low of 2.1%, driven largely by falling food prices.
4,5 Stocks dropped again on Friday as strong October retail sales seemed to reinforce Powell’s comments about Fed rate adjustments. Tug-O-War The inflation data that came in last week—retail and wholesale—show that the path to the Fed’s stated goal of 2 percent inflation may prove bumpy. 6 Source: YCharts.com, November 16, 2024.
Economic Update: When economic data comes in hotter than expected: Stock markets tend to sell off. Retails Sales data. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.
However, unlike stocks and bonds, alternative investments, or alts as theyre commonly known, have unique tax treatments and complex reporting requirements that investors should carefully consider before investing. Well also go into some potential strategies to optimize tax efficiency. How Are Alternative Investments Taxed?
And in my summer in between I worked for Mayor Daley in Chicago on economic development issues. So taxes and bonds for sure. So kind of an, you know, easy transition taxes and bonds to, to corporate bonds. You could get tax free yield at 7% imagine and, and a rated not junk.
Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Cited rising uncertainty around the economic outlook due to tariffs and slowing growth. Retail Sales (February): Headline number: rose 0.2% (below expectations of up 0.7%). Actual economic or market events may turn out differently than anticipated.
Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. Retail Sales Report : Previous week’s data showed signs of weakness. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.
There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern.
Economic Update: Inflation (April CPI): Headline: up 0.2% Retail Sales: Core sales (ex-gas & autos): down 0.2%, weaker than expected. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. MoM, up 2.3% MoM, up 2.8%
And I was able to tax campus co-op. I taxed the student body. I love retail. Or 00:46:09 [Speaker Changed] Retailers. 00:51:31 I’ve got a guy who’s opened 5,000 retail stores. It’s behavioral economics, behavioral finance. And I came back to campus and I said, you know what? I built it.
The monetary policies of the major central banks are naturally aligned with the economic conditions of the economies they oversee. Although swings in net exports have affected the data, recent indicators suggest that economic activity has continued to expand at a solid pace," the central bank commented. Information in the U.S.
Those differences, politically and economically, took an explosive turn this year as the United States unequivocally declared its focus and preference for digital currencies over CBDCs via its current presidential administration. OBBBA: A federally funded digital direction. Trump signed the OBBBA into law on July 4.
ECONOMIC DATA US June Unemployment Rate At 4.1% Lk Vs Estimate Of 1 Lk US June Non-Farm Payrolls Private At 74,000 Lk Vs Estimate Of 1 Lk Congress passes Trump’s ‘big, beautiful bill’ cutting taxes and spending Trump 2.0: ECONOMIC DATA US June Unemployment Rate At 4.1% Silver : Up by ₹0.10, now at ₹111.10
apolloacademy.com) Stocks favored by retail are having a moment. wsj.com) Renewable energy tax credits are at-risk in a new administration. coldeye.earth) The impact of proposed Trump policies is economic pain. Markets The S&P 500 has already hit 50 all-time highs in 2024. sherwood.news) Crypto's big bet on Trump paid off.
Economic Update: Tariff Uncertainty: Monday: Markets opened down 2% following President Trump’s announcement of a 25% tariff on imports from Canada and Mexico, plus 10% levies on Chinese imports. Headline Company: Amazon missed expectations Next Week: CPI inflation data Retail sales data Stay tuned for next week.
A tariff is just a sales tax charged by our government on goods which are imported into the country. They are paid by you , the end consumer, because if their cost of goods increases, a retailer is of course going to raise their prices to continue to make a profit. So what’s the real answer?
Profit after taxes grew by 20% annually and at a CAGR of 31% between FY22 and FY25. Project demand and financial performance are also under danger from geopolitical unrest, global economic slowdowns, and regulatory changes in areas like Russia, the Middle East, and Europe. The company’s EBITDA was Rs 430.2 points, or -1.78%.
Economic Update: Soft Data: Sentiment indicators continue to weaken. Hard Data: Retail Sales (March): Hit record highs. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.
Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: Trump’s threat to economic data : The federal statistical system is at risk. Declining data quality would compound the harm of an economic downturn or financial crisis.
papers.ssrn.com) Why retail traders underperform. papers.ssrn.com) The assessed value of the homes of tax assessors are notably below those of their neighbors. nber.org) Economics There is a bear market in academic economist jobs. x.com) How Paul Krugman changed how we talk about economics.
Retail Using LLMs to identify retail trader strategies. wealthmanagement.com) How factor investors can hone in on after-tax returns. returnstacked.com) A look at how to identify economic regimes. papers.ssrn.com) A look at the value, or lack thereof, of WallStreetBets stock picks. mailchi.mp)
Though February activity was muted as we started the month, we saw more activity in the lanes at Manheim in the second half of the month and finished the last week of February with some of the strongest weekly gains in wholesale prices for many years,” said Jeremy Robb, senior director of Economic and Industry Insights for Cox Automotive.
They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis. We discuss the Carried Interest tax loophole, a tax dodge that benefits a few 1000 people in the country but cost U.S. taxpayers 180 billion dollars per decade.
sherwood.news) Solar energy 24/365 solar generation is an increasingly economic option. electrek.co) How big a role do tax credits play in rooftop solar installation? riskgaming.com) Environment Alex Tabarrok, "Tax carbon, not inputs." newatlas.com) Health Why more medical services are operating out of former retail spaces.
Billions of Dollars at Stake in a Puzzling Holiday Shopping Season : It promises to be unpredictable, with retailers and consumers still figuring out how much will be spent and on what kinds of goods. ( That will cause a drop in property taxes and strain city budgets. Stanford Institute for Economic Policy Research ). •
(ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. npr.org) Social Security Raise Social Security taxes now before it becomes too painful. awealthofcommonsense.com) The economic schedule for the coming week. wired.com) Why Egyptian men are fleeing to Europe.
Most economic downturns hit lower-income Americans hardest, but this time is different. Banning Wall Street’s biggest municipal bond underwriters has foisted a hidden tax on their residents totaling hundreds of millions of dollars. My end-of-week morning train WFH reads: • It’s a Richcession, Not a Recession.
theatlantic.com) Finding a good retail CEO is tough these days. axios.com) Funds Tax efficiency is the secret sauce of ETFs. bloomberg.com) Economy What does a 'no landing' economic scenario look like? Everything else it built in-house has crashed and burned." nytimes.com) AI requires a lot of semiconductors.
wsj.com) Institutional investors don't like paying property taxes. awealthofcommonsense.com) Traditional economic models are all that helpful at the moment. newsletter.abnormalreturns.com) Mixed media How retailers use holiday music to get you in the buying mood. Then check out our weekly e-mail newsletter. npr.org).
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. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.
However, there is an expectation that these funds will also become accessible to midsize retail investors in the future. or regulators consider economically and socially viable. What are some Tax Benefits of AIFs? In simple terms, capital gains tax applies to profits or losses made from the fund.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content