Remove Economics Remove Retail Remove Taxes
article thumbnail

Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

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.

article thumbnail

The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Tax Advisor Weekly News March 7, 2025

Harness Wealth

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.

Taxes 52
article thumbnail

Weekly Market Insights: November 25th, 2024

Cornerstone Financial Advisory

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.

article thumbnail

Weekly Market Insights | December 16th, 2024

Cornerstone Financial Advisory

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.

article thumbnail

Understanding business development companies

SEI

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.

article thumbnail

Crypto Investors Are Choosing Japan Over India; Here’s Why

Trade Brains

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.

License 59