WiserAdvisor

JUNE 24, 2025

A recession is typically defined as a decline in the market and the economy, and while that sounds serious, and it is, there is no need to panic just yet. After all, that is what a solid financial plan is all about. Such a mindset can be a real asset when the economy slows down. It builds discipline.

Financial Advisor

Yardley Wealth Management

JULY 9, 2025

1 Originally composed of 12 companies, the DJIA looked to reflect the major sectors of the late 19th-century American economy. economy at the turn of the last century. economy and stock market over time. economy dominated by manufacturing and heavy industry to one more diversified into services and technology.

Marketing

Fintoo

JULY 17, 2025

Everyone has financial questions, especially when the economy feels […] The post Are You Financially Future-Proof? But in today’s unpredictable world, that sense of security can feel fragile. Have you ever asked yourself: If yes, you’re not alone. appeared first on Fintoo Blog.

Economy

Discipline Funds

MAY 5, 2025

Milton Friedman called tariffs an “invisible tax” because you might think you’re doing well because you don’t see the counterfactual. I was trying to conceptualize why this is an important financial planning approach and I think the explanation below might be helpful.

Assets

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. Trust is the foundation of a successful financial planning practice.

Financial Planner

Your Richest Life

JANUARY 9, 2025

economy for 2025, and said he expects inflation to hit its 2 percent target by 2027. The economy was up 2.7 markets and economy closed out 2024 on a high note, providing a solid foundation as we enter the new year. Tax cuts, tariffs and immigration policies could shake up the U.S. Even so, Powell forecasted a strong U.S.

Economy

Investing Caffeine

MAY 1, 2025

was exiting the Vietnam War Economy was undergoing a major recession Watergate scandal and presidential resignation 9% unemployment The Arab Oil Embargo Surging inflation The medias response? COVID-19 Pandemic (2020) With over 3 million deaths worldwide and a grinding halt to the global economy, markets initially fell roughly -35%.

Media

Carson Wealth

JULY 10, 2025

With shifting tariff policies, proposed tax cuts, and a potentially higher federal deficit, market stability might seem like a distant opportunity. The Carson Proprietary Leading Economic Index (LEI) indicates the economy is growing close to trend, with no broad and deep deterioration of economic activity.

Risk Tolerance

Your Richest Life

APRIL 11, 2025

Sell overweight investments, take some strategic losses, and consider tax loss harvesting in taxable brokerage accounts to offset your losses and gains. About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.

Marketing

Investing Caffeine

DECEMBER 2, 2024

For starters, we are coming off a fresh election last month, and the majority of Americans decided to vote for the new administration that has promised additional stimulative tax cuts, and deregulation. If these promises come to fruition, these changes could augur well for corporate profits and a rising stock market.

Marketing

The Big Picture

APRIL 8, 2025

Can we give every single one of your employees a free financial plan? 00:21:28 [Speaker Changed] Yeah, so, so Barry, for us asset allocation, all asset allocation starts with financial planning and all financial planning starts with the client. We have a very robust economy. That is the linchpin.

Asset Allocation

Investing Caffeine

APRIL 1, 2025

Immediately after the 2024 presidential elections, positive animal spirits catapulted the stock market higher due to hopes of stimulating tax cuts and deregulation legislation. additional taxes) on American Ford Explorers sold in Germany, the president wants to impose equivalent reciprocal tariffs on those same BMWs sold in the U.S.

Economy

Investing Caffeine

JANUARY 2, 2025

Source: Yardeni.com Next, we have a new pro-business administration entering the White House that has promised lower taxes and less regulation, which should aid business profits. All else equal, this should provide some mild stimulus for both borrowers and investors in 2025. Please read disclosure language on IC Contact page.

Marketing

Investing Caffeine

JULY 1, 2025

Economy Resilient Despite Tariffs and Geopolitical Turmoil Source: Calafia Beach Pundit Credit Default Swaps ( CDS ) act as insurance contracts that protect investors against corporate debt defaults. But the economy is showing surprising resilience. which surged +16.9% for the month to a market value of $3.9 www.Sidoxia.com Wade W.

Marketing

Wealth Management

JULY 11, 2025

The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estate tax exclusion amounts, etc. in Q1 RIA Model Portfolio Assets Rose 5.5% OBBBA: A federally funded digital direction. Trump signed the OBBBA into law on July 4. The CBDC Anti-Surveillance State Act is intended to disallow a U.S.

Estate Planning

Wealth Management

AUGUST 13, 2025

Dollenmeyer, Megan Vandermeer Aug 13, 2025 9 Min Read Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All Businessman hand holding magnet and magnetizing avatars.

Wealth Management

Dear Mr. Market

NOVEMBER 22, 2024

Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or properly positioned for what you intended them to do? But in 2011, the concept of “portability” changed the estate planning landscape. This election allows her to add Bill’s ~$7.5

Estate Planning

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B A trust merger is a tool that can simplify administration, reduce costs, remedy drafting issues and address changed circumstances or tax laws. However, merging trusts requires careful navigation of state law, fiduciary duties and tax considerations. Why Merge Trusts?

Fiduciary Duty

Investing Caffeine

AUGUST 1, 2025

The nearly 900-page legislation spans a broad range of economic issues including tax reform, healthcare, energy policy, and national security. According to the Congressional Budget Office (CBO), the combined impact of tax cuts, new spending, and spending reductions will result in a net cost of $3.4 www.Sidoxia.com Wade W.

Valuation

Wealth Management

JUNE 11, 2025

Women-owned businesses are a powerful engine in our economy. The discussion also focused on the issue of improving the Internal Revenue Code Section 199A tax rates for pass-through entities, which 80% of family-owned businesses, including women-owned businesses, use as operating structures. enterprises and generate $2.7

Wealth Management

The Big Picture

SEPTEMBER 28, 2022

Economy : GDP, Hiring & Wages, Consumer Spending, Industrial production, Home building, and on and on goes the list. You must have a Financial Plan , so it is clear what you are investing for, and so you can see how you are progressing towards those goals. Asset Economy. Financial Plan. Inflation.

Asset Allocation

Nerd's Eye View

OCTOBER 2, 2023

This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)

Communication

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning

Integrity Financial Planning

DECEMBER 11, 2023

The conventional idea is that when the economy is struggling, interest rates may be lowered to help stimulate business growth. In a healthy economy, inflation is a sign of a growing economy. However, high inflation may be a sign of an economy changing too fast for all its participants to adjust.

Portfolio

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning

Integrity Financial Planning

JULY 3, 2023

These expenses include things like Social Security and Medicare benefits, tax refunds, military salaries, and interest payments on outstanding debt the nation may have. The United States runs a budget deficit, meaning that the nation spends more than it earns through taxes and other means.

Government

Harness Wealth

MAY 12, 2025

tax industry is currently in a tight corner, grappling with a major talent shortage. This widening gap between the demand for skilled tax professionals and the available supply presents considerable challenges for tax firms of all sizes. Table of Contents What are the causes of the tax advisor shortage?

Taxes

Nationwide Financial

JANUARY 25, 2023

Instead of allowing this nervousness to drive investment decisions, investors should take proactive measures such as boosting savings, investing through employer-sponsored plans, and understanding how changes in the market may affect the amount of money they need for retirement.

Risk Tolerance

Your Richest Life

JANUARY 20, 2023

Whether you’re decades from retirement or quickly approaching it, some of these changes will likely impact you and your financial plan. Before this change, matches on employer plans were pre-tax. Now, you can make these contributions after taxes, which means the earnings can grow tax-free. The Secure Act 2.0,

Retirement Planning

Integrity Financial Planning

JUNE 7, 2023

Traditional IRAs offer immediate tax breaks, while Roth IRAs offer tax-free withdrawals in retirement. Diversification means spreading your investments across different asset classes and industries, such as stocks, bonds, and real estate in different sectors of the economy.

Risk Tolerance

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

Financial Planner

Investing Caffeine

MARCH 1, 2024

Tax Time April is fast approaching, which means it’s that time of the year when Uncle Sam will come knocking on your door with your tax bill. Perhaps your taxes have already been prepaid and a refund is coming your way. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Please read disclosure language on IC Contact page.

Taxes

Investing Caffeine

JANUARY 2, 2024

With China’s stagnating economy, it has helped our inflationary cause by exporting deflationary goods to our country. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision.

Economy

Integrity Financial Planning

DECEMBER 11, 2023

The conventional idea is that when the economy is struggling, interest rates may be lowered to help stimulate business growth. In a healthy economy, inflation is a sign of a growing economy. However, high inflation may be a sign of an economy changing too fast for all its participants to adjust.

Portfolio

WiserAdvisor

MAY 22, 2025

That is a big shift for the economy, and it brings some serious financial considerations for individuals, too. This article will also walk you through how to prepare, what to consider, and how to make sure your plan supports your healthcare costs in retirement. In 2023, healthcare spending in the U.S.

Healthcare

Zoe Financial

APRIL 8, 2024

Contradictory data point that the economy isn’t doing as well is that the ISM manufacturing number came out for the first time in 18 months in expansion territory. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing

The Irrelevant Investor

NOVEMBER 4, 2020

Einhorn quarterly letter Netflix is raising prices Portfolio tweaks before the election Rental market is hurting Ritholtz has a contrarian take on housing The economy grew a lot in the third quarter Grantham on why we should go in on green infrastructure Cash is trash A cautionary tale Ken Griffin on taxes Christine Benz on the future of financial (..)

Estate Planning