Harness Wealth

FEBRUARY 25, 2023

We’re here to help guide you through your crypto taxes so you can focus on building, investing and trading. In the United States all profits made from the purchases and sales of crypto assets such as Bitcoin, Ethereum and NFTs are subject to capital gains taxes (including airdrops).

Taxes 52

Taxes Accounting Assets Financial Advisor 52

Abnormal Returns

APRIL 24, 2023

forbes.com) Economy The American consumer is getting more cautious. thereformedbroker.com) Income tax withholdings are in decline. manufacturingdive.com) A case study in how influencers can drive sales of a product, i.e. Goli Apple Cider Vinegar Gummies. (ft.com) Don't discount Apple's ($AAPL) push into financial services.

Marketing 226

Marketing Marketing Financial Advising Startup 226

James Hendries

SEPTEMBER 7, 2022

economy was in a recession, up from 53% in June and 48% in May.1 The NBER defines a recession as “a significant decline in economic activity that is spread across the economy and lasts more than a few months.” 6 Retail sales were strong in June, but manufacturing output dropped for a second month.7

Economy 52

Economy Economics Retail Tax Planning 52

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. newsletter.abnormalreturns.com) Mixed media The music industry is being upended by huge catalogue sales. (nytimes.com) The generic drug business has an anti-trust problem.

Financial Advising 224

Financial Advising Media Government Taxes 224

Abnormal Returns

JULY 18, 2022

bloomberg.com) When lower sales make for lower losses. 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. cnbc.com) If Elon wants to 'fix' Twitter's ($TWTR) bot problem, he should be Twitter.

Financial Advising 207

Financial Advising Startup Economy Portfolio 207

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 241

Communication Portfolio Management Clients Tax Planning 241

Abnormal Returns

APRIL 20, 2023

thebasispoint.com) There are two real estate agents for every home sale. businessinsider.com) Economy Weekly initial unemployment claims are on the rise. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! (restofworld.org) Housing Homebuilders aren't keeping up with demand.

Financial Advising 204

Financial Advising Startup Media Portfolio 204

Abnormal Returns

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. portfoliocharts.com) Crypto Used Bitcoin mining rigs are for sale at a big discount. tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers.

Financial Advising 130

Financial Advising Economy Media Taxes 130

Zoe Financial

MAY 20, 2024

Economic Updates: The economy is slowing: we see this on the advanced estimate of Q1 GDP, purchasing managers index, the PMI index, April’s job numbers, and last week’s jobless claims all indicate that the economic growth is slowing down. Retail sales data: a good indication of how the consumer is faring. YoY to 3.4%.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

To put that in perspective, Nvidia’s market cap is now roughly the same size as Canada’s economy. It should not be considered a solicitation for the purchase or sale of any company connected with AI. 3,4 This Week: Key Economic Data Monday: New Home Sales. Demand that you immediately pay your taxes over the phone.

Marketing 105

Marketing Marketing Economics Taxes 105

Zoe Financial

MAY 12, 2024

Economic Updates: The economy is slowing: we see this on the advanced estimate of Q1 GDP, purchasing managers index, the PMI index, April’s job numbers, and last week’s jobless claims all indicate that the economic growth is slowing down. Retail sales data: a good indication of how the consumer is faring. YoY to 3.4%.

Marketing 52

Marketing Marketing Economics Taxes 52

Abnormal Returns

AUGUST 12, 2022

(theverge.com) Which companies might get hit by a global minimum tax. ft.com) Economy Bill McBride, "We are seeing a sharp slowdown in the housing market, with more price reductions, more inventory, and fewer sales." washingtonpost.com) Miami What does it mean to be a startup hub, like Miami, in a remote work world?

Marketing 130

Marketing Marketing Financial Advising Startup 130

Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. Retail Sales. 4,5 Source: YCharts.com, March 9, 2024. Treasury Statement.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

OCTOBER 23, 2023

Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7% Existing home sales were weak, falling 2.0% Wednesday: New Home Sales. month-over-month.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 4, 2024

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. Finally, the PCE report also reflected an ongoing consumer shift from goods to services—a sign the economy continues to normalize after the pandemic.

Marketing 101

Marketing Marketing Economics Taxes 101

The Big Picture

SEPTEMBER 28, 2023

Oh, and the economy would have hurtled into the worst depression since the Great Depression of 1929. Recall that the Atlanta Fed’s GDP Now in June 2020 showed the economy had been cut in half, down -52.8%. Job creation was soft, wage gains nonexistent, consumer spending was punk, durable goods sales far below average.

Government 301

Government Medicine Economy Healthcare 301

Cornerstone Financial Advisory

JUNE 10, 2024

1 All Eyes On The Jobs Report Weak manufacturing data prompted declines early in the week, reflecting investor concerns over the economy’s strength. The Catalyst That Wasn’t The week closed with a jobs report that underscored the economy’s resilience while highlighting the data’s mixed nature. percent from a year ago.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). This attests to the robustness of the labor economy, recession or not. Then came the pandemic, and a huge federal worker subsidy.

Medicine 329

Medicine Numbers Food Insurance 329

Cornerstone Financial Advisory

JUNE 3, 2024

Despite concerns that the economy was cooling faster than expected, investors didn’t believe the update was enough to influence the Fed’s decision about adjusting short-term rates. Tuesday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. Construction Spending.

Marketing 52

Marketing Marketing Economics Taxes 52

MarketWatch

MAY 31, 2023

ZIP on Wednesday said it would cut roughly 270 jobs, or about 20% of its total workforce, after the company this month warned that a shakier economy had made for a more cautious hiring environment. ZipRecruiter also said that Ian Siegel, its chief executive, agreed to a 30% salary reduction, effective Thursday.

Taxes 75

Taxes Economy Sales Marketing 75

Investing Caffeine

JUNE 3, 2024

most recently) and the economy went into recession with GDP (Gross Domestic Product) declining by -2.2%. On the flip side, during 2022, the economy was firing on all cylinders. to +1.3% , and pending home sales dropped by -7.7% That same year, the unemployment rate reached a sky-high level of 14.9% (vs. It fell -19%.

Risk Tolerance 52

Risk Tolerance Economics Economy Asset Allocation 52

Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. Economy is slowing down a bit but there is no sign of a recession. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Cornerstone Financial Advisory

APRIL 29, 2024

The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. The GDP report seemed to support the Goldilocks economy theory—not too hot, but not too cool—a story investors have favored this year. Thursday: Motor Vehicle Sales. Stocks Bounce Back. Treasury Refunding Announcement.

Marketing 52

Marketing Marketing Taxes Economics 52

Nationwide Financial

FEBRUARY 27, 2023

Also, home sales activity remained subdued due to poor affordability and a low supply of existing homes for sale. Total home sales steady at a very low level Even during a very strong month for new home sales, the pace of total home sales was near an 11-year low. Key Takeaways: What we learned last week: (pg.

Economics 98

Economics Sales Manufacturing Economy 98

Trade Brains

MAY 17, 2023

Fundamental Analysis Of Sonata Software : When the US economy took a hit, a direct impact could be seen on some of the most prominent Indian IT companies. Sonata has sales offices in India, North America, the UK, Europe, Africa, and Australia and multiple development centers in Canada, Ireland, the USA, and India. Profit After Tax (Rs.

Planning 98

Planning Retail Taxes Economy 98

Zoe Financial

FEBRUARY 12, 2024

Economy did not see a recession despite various interest rate hikes. Retail sales. Stay tuned for next week. 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.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% If the economy is doing fairly well, it is unlikely that inflation will come down. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. month-over-month growth.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 2023

Economy seems to be cooling off while not at a recession, which might bring inflation down. Retail sales to see how the consumer is growing up. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Nasdaq was up 2.5%

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts .

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. It should not be considered a solicitation for the purchase or sale of the securities. For tax purposes, it’s critical to divide the expenses of a property into personal and business purposes. This strong report did not negatively impact the markets.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. It should not be considered a solicitation for the purchase or sale of the securities. This information is not intended to substitute for specific individualized tax advice.

Marketing 98

Marketing Marketing Taxes Economics 98

Zoe Financial

MARCH 11, 2024

Retail sales. 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. Economies and markets fluctuate. Federal Reserve takes a good look at wage growth.

Marketing 40

Marketing Marketing Taxes Economics 40

Cornerstone Financial Advisory

MAY 22, 2023

1,2,3 Possible Debt Deal After stumbling on weak April retail sales and a combination of disappointing earnings and weak guidance from a major retailer, stocks moved higher mid-week as the news on the debt negotiations turned more positive. decline in April existing home sales. New Home Sales. An unexpected 2.2% Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 2, 2023

It should not be considered a solicitation for the purchase or sale of the securities. ” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns? Can you deduct expenses such as gas, depreciation, and lease payments on your tax returns? The information in this material is not intended as tax or legal advice.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

1,2,3 Stocks Rise On Slowing Economy Investor sentiment turned positive last week as signs of economic softness were interpreted as reason for the Fed to hold off on further rate hikes. It should not be considered a solicitation for the purchase or sale of the securities. The Nasdaq Composite index increased 3.25% for the week.

Marketing 105

Marketing Marketing Economics Taxes 105

Zoe Financial

AUGUST 22, 2023

economy losing some steam. Economic Data: July retail sales came in better than expected. China had some alarming news that might impact the global economy. Small caps are underperforming the broader market. Concerns around the U.S Unemployment rate remains abnormally low. GDP is mostly driven by consumption.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 16, 2024

Retail Sales on Wednesday. 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. Economies and markets fluctuate. Less than the expected 2% inflation expectation from the Fed.

Marketing 40

Marketing Marketing Wealth Management Taxes 40