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. ritholtz.com) The apartment economy continues to loosen. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 199

Financial Advising Media Economy Taxes 199

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) How much can the U.S.

Financial Advising 192

Financial Advising Taxes Media Economy 192

Abnormal Returns

APRIL 18, 2023

wsj.com) Economy New home sales have seemingly bottomed. 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? theconversation.com) The tax filing giants lobby hard against easier tax filing options.

Financial Advising 179

Financial Advising Taxes Media Economy 179

Abnormal Returns

APRIL 24, 2023

(ft.com) Don't discount Apple's ($AAPL) push into financial services. forbes.com) Economy The American consumer is getting more cautious. thereformedbroker.com) Income tax withholdings are in decline. vox.com) Earlier on Abnormal Returns Adviser links: vulnerable later in life. Then check out our weekly e-mail newsletter.

Marketing 225

Marketing Marketing Financial Advising Startup 225

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 182

Financial Advising Startup Taxes Financial Services 182

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. disciplinefunds.com) Some cracks are showing in the consumer economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 203

Financial Advising Retirement Budgeting Economy 203

Abnormal Returns

JANUARY 11, 2024

theverge.com) GM ($GM) is providing incentives to make up for the loss of EV tax credits. ft.com) Economy Weekly initial unemployment claims aren't budging. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? fatherly.com) How Hyundai excels in EVs by focusing on smaller vehicles.

Financial Advising 157

Financial Advising Media Taxes Economy 157

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

Financial Advising 221

Financial Advising Insurance Economy Retail 221

Abnormal Returns

APRIL 19, 2023

barrons.com) Economy The price of one-year CDS on US Treasuries have spiked due to debt limit drama. 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? ft.com) Rising CRE loan defaults could spook markets.

Financial Advising 181

Financial Advising Startup Banking Media 181

Abnormal Returns

APRIL 11, 2023

wsj.com) Economy What Jamie Dimon is worried about. investmenttalk.substack.com) Will tighter bank credit push the economy into recession? nytimes.com) Real after-tax mortgage rates are at their highest level in years. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 185

Financial Advising Startup Food Economy 185

Abnormal Returns

JULY 2, 2023

notboring.co) The (tax) cash spigot is slowing in many U.S. papers.ssrn.com) Economy The U.S. economy is in an expansion around 84% of the time. awealthofcommonsense.com) The American economy has slowed, but is not in recession. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 185

Financial Advising Economy Economics Media 185

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) The generic drug business has an anti-trust problem.

Financial Advising 223

Financial Advising Media Government Taxes 223

Abnormal Returns

OCTOBER 6, 2022

axios.com) Economy Weekly initial unemployment claims are on the rise. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Can New York City replace Wall Street-related tax revenue? Then check out our weekly e-mail newsletter.

Financial Advising 193

Financial Advising Media Retirement Taxes 193

Abnormal Returns

APRIL 21, 2023

wsj.com) Economy Indicators have been flashing recession for awhile now. 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? nfl.com) Sports gambling ads make watching sports painful.

Financial Advising 198

Financial Advising Banking Media Taxes 198

Abnormal Returns

DECEMBER 8, 2022

morningstar.com) Strategy Six year-end financial moves to consider including 'tax loss harvesting.' fortune.com) Economy Weekly initial unemployment claims are trending higher, albeit slowly. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets U.S.

Financial Advising 196

Financial Advising Media Assets Taxes 196

Abnormal Returns

AUGUST 6, 2023

wsj.com) Starting next year, most US taxpayers will be able to file their taxes completely paperless with the IRS. nytimes.com) Economy How political affiliation has polluted economic sentiment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 228

Financial Advising Startup Economics Valuation 228

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Public libraries are about more than books these days.

Financial Advising 130

Financial Advising Economy Media Taxes 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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) Policing Why perceptions of crime are out of sync with the statistics.

Financial Advising 194

Financial Advising Media Taxes Economy 194

Abnormal Returns

JULY 18, 2022

wired.com) Global Covid and the war in Ukraine remain as two big wild cards for the global economy. npr.org) Economy The story of the economy is inflation, inflation and inflation. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: estate tax intricacies. Then check out our weekly e-mail newsletter.

Financial Advising 206

Financial Advising Startup Economy Portfolio 206

Abnormal Returns

AUGUST 5, 2022

rajivsethi.substack.com) What would a tax on stock buybacks mean? wsj.com) Economy Sam Ro, "The U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) The CFTC is looking to close down prediction market PredictIt. sportico.com) Boatsetter is Airbnb ($ABNB) for boats.

Assets 188

Assets Startup Financial Advising Media 188

Abnormal Returns

APRIL 20, 2023

businessinsider.com) Economy Weekly initial unemployment claims are on the rise. 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? (restofworld.org) Housing Homebuilders aren't keeping up with demand.

Financial Advising 203

Financial Advising Startup Media Portfolio 203

Abnormal Returns

APRIL 23, 2023

vox.com) Economy Earnings can fall even without an economic recession. 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? (noahpinion.substack.com) Police reform may be impossible without gun reform.

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

Abnormal Returns

FEBRUARY 27, 2023

wsj.com) Taxes on share buybacks are a speed bump. wired.com) Economy Another indicator showing a deceleration in the economy. econbrowser.com) Earlier on Abnormal Returns Adviser links: asking good questions. econbrowser.com) Earlier on Abnormal Returns Adviser links: asking good questions.

Startup 130

Startup Financial Advising Valuation Economy 130

Abnormal Returns

DECEMBER 23, 2022

(on.ft.com) ETFs The Vanguard Short-Term Tax-Exempt Bond ETF ($VTES) is the firm's first ETF launch in 20 months. thinkadvisor.com) Economy The labor market is the only segment of the economy that isn't rolling over. abnormalreturns.com) Longform links: withstanding financial stress. domiciled ETFs.

Financial Advising 185

Financial Advising Media Economy Retail 185

Abnormal Returns

JULY 19, 2022

wsj.com) Economy There is a record number of housing units currently under construction. abnormalreturns.com) Adviser links: estate tax intricacies. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? calculatedrisk.substack.com) The Fed is 'navigating treacherous waters.'

Financial Advising 197

Financial Advising Valuation Media Taxes 197

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

Financial Advising 130

Financial Advising Media Taxes Economics 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 144

Financial Advising Engineering Valuation Retail 144

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. abnormalreturns.com) Why rough edges remain in financial markets: people. ritholtz.com) The U.S.

Financial Advising 130

Financial Advising Economy Media Taxes 130

Abnormal Returns

AUGUST 12, 2022

theverge.com) Which companies might get hit by a global minimum tax. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (cnbc.com) Why time isn't on Elon Musk's side when it comes to Twitter ($TWTR). news.crunchbase.com) Corporate lawyers are flocking to Miami.

Marketing 130

Marketing Marketing Financial Advising Startup 130

Abnormal Returns

DECEMBER 19, 2022

wsj.com) Institutional investors don't like paying property taxes. papers.ssrn.com) Economy Ben Carlson, "The Fed sounds serious about hitting its 2% target but it’s likely not going to happen overnight." nytimes.com) Earlier on Abnormal Returns Adviser links: giving with awareness. Then check out our weekly e-mail newsletter.

Financial Advising 130

Financial Advising Retail Media Taxes 130

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

Marketing 130

Marketing Marketing Financial Advising Economy 130

AdvisorPR

OCTOBER 28, 2020

You can use this tie-in to discuss inoculating one’s portfolio from a variety of scenarios like: market volatility, taxes, future viruses (how many investors knew a virus could shut down the economy so suddenly) or by shifting from aggressive to conservative investments as you inch closer to retirement. Another example is flu season.

Media 52

Media Financial Advisor Education Taxes 52

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. thebasispoint.com) Immigrants and women are leading the labor economy recovery. 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

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. bonddad.blogspot.com) What does the Taylor Swift ticket situation tell us about the economy? wapo.st) How long will consumer spending hold up?

Financial Advising 197

Financial Advising Advertising Economy Economics 197

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. noahpinion.substack.com) Economy Bank loan volume is growing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) The U.S.

Financial Advising 130

Financial Advising Taxes Banking Media 130

Abnormal Returns

DECEMBER 4, 2022

vox.com) The public health case for sin taxes. statnews.com) Economy The November NFP shows a slowing, but still growing, economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (washingtonpost.com) Is there a constitutional right to spread misinformation?

Financial Advising 130

Financial Advising Startup Economics Economy 130

Abnormal Returns

MARCH 9, 2023

(etf.com) The Vanguard Short-Term Tax-Exempt Bond ETF ($VTES) has launched. theconversation.com) Economy A half point Fed rate hike is again on the table. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? semafor.com) The U.S. abnormalreturns.com) Research links: client demand.

Financial Advising 130

Financial Advising Manufacturing Media Management 130