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During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. In these moments, an advisor's first instinct might be to take a logic-based approach – citing long-term market trends and encouraging the client to stay invested.
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Increase to 724,000 Annual Rate in March Brief excerpt: The Census Bureau reported New Home Sales in March were at a seasonally adjusted annual rate (SAAR) of 724 thousand. The previous three months were revised down, combined. The next graph shows new home sales for 2024 and 2025 by month (Seasonally Adjusted Annual Rate).
During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. In these moments, an advisor's first instinct might be to take a logic-based approach – citing long-term market trends and encouraging the client to stay invested.
Fed's Beige Book Economic activity was little changed since the previous report, but uncertainty around international trade policy was pervasive across reports. Just five Districts saw slight growth, three Districts noted activity was relatively unchanged, and the remaining four Districts reported slight to modest declines. Non-auto consumer spending was lower overall; however, most Districts saw moderate to robust sales of vehicles and of some nondurables, generally attributed to a rush to purc
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Podcasts Peter Lazaroff talks with Christine Benz about the most overlooked parts of a retirement plan. (peterlazaroff.com) Steve Chen talks all things Social Security with Devin Carroll, author of "Social Security Basics." (podcasts.apple.com) Jason and Jeff talk with Ben Carlson about navigating market noise and more. (podcasts.apple.com) Taxes Roth 401(k) rollovers are tricky.
The Census Bureau reports New Home Sales in March were at a seasonally adjusted annual rate (SAAR) of 724 thousand. The previous three months were revised down, combined. Sales of new single-family houses in March 2025 were at a seasonally-adjusted annual rate of 724,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
Essential estate planning strategies for volatile markets, including GRATs, charitable trusts, and QPRTs. Learn how to optimize wealth transfer and minimize tax impact during high interest rates and market uncertainty.
Essential estate planning strategies for volatile markets, including GRATs, charitable trusts, and QPRTs. Learn how to optimize wealth transfer and minimize tax impact during high interest rates and market uncertainty.
From the National Center for Health Statistics: Births: Provisional Data for 2024. The NCHS reports: The provisional number of births for the United States in 2024 was 3,622,673, up 1% from 2023. The general fertility rate was 54.6 births per 1,000 females ages 1544, an increase of less than 1% from 2023. The total fertility rate was 1,626.5 births per 1,000 women in 2024, an increase of less than 1% from 2023.
James Verdi was previously with American Portfolios, one of the legacy broker/dealers integrated into a single entity when Osaic rebranded from Advisor Group.
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Stifel CEO Ron Kruszewski warns that if equity markets remain depressed, it will negatively hit wealth management revenue, but keeps earnings guidance intact for 2025 based on the expectation that markets will stabilize.
For individuals with stock-based compensation, an 83(b) election has the potential to greatly reduce taxes on stock options or restricted stock. When you purchase unvested stock compensation and make the election, you recognize the taxable gain now (if any), instead of when the shares vest. What is an 83(b) election? Section 83(b) of the tax code gives individuals the ability to accelerate the taxation of their unvested equity grant.
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Technology dividend aristocrats are established tech companies that have consistently increased their dividend payments for at least 7 consecutive years, compared to the traditional 25-year requirement for S&P 500 dividend aristocrats. This modified timeframe acknowledges the technology sector’s historical emphasis on directing profits toward research, development, and growth initiatives rather than shareholder dividends.
Claire Berry has shared an excellent set of Ten Things Internal Audit Teams Should Do In Turbulent Times: Refresh the Risk Assessment Be Agile with the Audit Plan Monitor for Control Breakdowns Audit Crisis Response and Continuity Watch Third-Party Risk Support Cost Containment Keep Ethics in Focus Communicate with Courage Track Regulatory Shifts Support Your […]
Fred Barstein provides an open, honest and candid discussion about fiduciary insurance, PE firms struggling, DC plans bleeding assets and if PEPs will transform the industry.
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The trust about French tax residency beyond the 183-day myth. Crucial criteria affecting tax status, 2025 law changes, and implications for global citizens managing cross-border obligations.
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The retirement plan provider has launched a 401(k) platform to simplify plan management for financial advisors and identify employees who may need wealth services.
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