Abnormal Returns

FEBRUARY 1, 2024

etf.com) Vanguard has launched two new ETFs, the Vanguard Intermediate-Term Tax-Exempt Bond ETF ($VTEI) and Vanguard California Tax-Exempt Bond ETF ($VTEC). abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (vanityfair.com) A round up of Vision Pro reviews.

Financial Advising 241

Financial Advising Taxes Manufacturing Media 241

Abnormal Returns

NOVEMBER 24, 2023

bloomberg.com) Earlier on Abnormal Returns Podcast links: tax fairness. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (econbrowser.com) Falling response rates are putting economic data quality at-risk. abnormalreturns.com) Longform links: seeking meaning.

Financial Advising 204

Financial Advising Economics Media Economy 204

Abnormal Returns

SEPTEMBER 18, 2023

kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. theirrelevantinvestor.com) Taxes Why clients need to start planning now for the coming dip in the estate tax exemption. thinkadvisor.com) The IRS is hitting pause on new ERC applications.

Planning 235

Planning Financial Advice Wealth Management Math 235

Abnormal Returns

JULY 9, 2023

crr.bc.edu) We are going to need a replacement for the gasoline tax. nytimes.com) How expanded child tax credits were used. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (institutionalinvestor.com) Policy Why migrants are fleeing Florida.

Financial Advising 206

Financial Advising Economy Taxes Media 206

Abnormal Returns

APRIL 18, 2023

abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! abnormalreturns.com) Adviser links: intentional gifting. 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 182

Financial Advising Taxes Media Economy 182

Abnormal Returns

DECEMBER 4, 2023

on.ft.com) Beware converted ETFs in their first year, tax distribution-wise. downtownjoshbrown.com) The Taylor Rule suggests that the Fed was 'late to raising and is late to cutting.' (bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: structuring compensation. (variety.com) Brad Jacobs, founder of XPO Logistics Inc.

Financial Advising 213

Financial Advising Distribution Media Economy 213

Abnormal Returns

AUGUST 27, 2023

theatlantic.com) Policy Why property tax rates vary so widely by locality. raise taxes on the 0.01%? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Smucker ($SJM) is handling a return to the office. wsj.com) Why companies are asking for ever increasing consumer feedback.

Financial Advising 195

Financial Advising Taxes Media Economy 195

Abnormal Returns

SEPTEMBER 10, 2023

nytimes.com) IRS There is no shortage of wealthy people with back taxes owed. theconversation.com) Researched show stepped up tax audits more than pay for themselves. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Saturday linkfest.

Startup 229

Startup Financial Advising Economy Taxes 229

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

Financial Advising 185

Financial Advising Startup Taxes Financial Services 185

Abnormal Returns

APRIL 24, 2023

(ft.com) Don't discount Apple's ($AAPL) push into financial services. thereformedbroker.com) Income tax withholdings are in decline. vox.com) Earlier on Abnormal Returns Adviser links: vulnerable later in life. vox.com) Earlier on Abnormal Returns Adviser links: vulnerable later in life. manufacturing plant.

Marketing 229

Marketing Marketing Financial Advising Startup 229

Abnormal Returns

JANUARY 11, 2024

theverge.com) GM ($GM) is providing incentives to make up for the loss of EV tax credits. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (blockworks.co) It seems appropriate that 'This is Not Investment Advice' is available on the day the spot Bitcoin ETFs went live.

Financial Advising 157

Financial Advising Media Economy Taxes 157

Abnormal Returns

OCTOBER 22, 2023

thestreet.com) Ark Invest's ETFs have built up plenty of tax losses to carry forward. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (morningstar.com) How to avoid investment disasters. brklyninvestor.com) Fund management Vanguard is no longer always the low cost option.

Financial Advising 201

Financial Advising Media Economy Taxes 201

Abnormal Returns

APRIL 5, 2023

bestinterest.blog) Taxes Are you taking advantage of the 0% capital gains rate? wsj.com) States differ greatly in how they tax income in retirement. whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner? thomaskopelman.com) Is an AI going to be your future financial adviser?

Ethics 187

Ethics Financial Planner Financial Advising Financial Planning 187

Abnormal Returns

MARCH 13, 2023

(thinkadvisor.com) Practice management What really makes financial advisers happy? wealthmanagement.com) Are financial advisers going to become life coaches? wealthmanagement.com) Advisers Why you should review client tax returns every year.

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

Abnormal Returns

DECEMBER 12, 2022

investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. And I don’t think there’s anything wrong with that."

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

Abnormal Returns

APRIL 19, 2023

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? (abnormalreturns.com) Research links: upended expectations. abnormalreturns.com) Ramit Sethi teaches you how to spend money.

Financial Advising 184

Financial Advising Startup Banking Media 184

Abnormal Returns

MAY 22, 2023

(open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? financial-planning.com)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

JANUARY 16, 2023

thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game. blogs.cfainstitute.org) How Merit Financial Advisors is building out its tax practice. riabiz.com) Advisers Ric Edelman, “A longer lifespan has profound implications for future planning.” (fa-mag.com)

Wealth Advisor 130

Wealth Advisor Financial Advising Tax Planning Financial Advice 130

Abnormal Returns

OCTOBER 29, 2023

noahpinion.blog) Why international tax evasion has fallen. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (investmentnews.com) Why full retirement ages are going to have to rise. econlib.org) Policy In praise of a competent, well-funded bureaucracy.

Financial Advising 206

Financial Advising Retirement Budgeting Economy 206

Abnormal Returns

JUNE 18, 2023

msn.com) Cutting IRS funding reliably reduces overall tax revenue. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) What the U.S. can learn from other countries' health systems including the need for universal coverage. msn.com) How the GOP and big business broke up.

Financial Advising 227

Financial Advising Media Government Economy 227

Abnormal Returns

OCTOBER 21, 2023

axios.com) States are taxing EVs to make up for lost gas tax revenue. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? EVs The case for plug-in hybrid vehicles, i.e. PHEVs. ritholtz.com) Tesla ($TSLA) prices are down some 25% year-over-year.

Financial Advising 265

Financial Advising Insurance Media Transportation 265

Abnormal Returns

OCTOBER 6, 2022

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? (abnormalreturns.com) Personal finance links: failing retirement. Then check out our weekly e-mail newsletter.

Financial Advising 196

Financial Advising Media Retirement Economy 196

Abnormal Returns

APRIL 21, 2023

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? (abnormalreturns.com) Longform links: disappointing apps. abnormalreturns.com) Ramit Sethi teaches you how to spend money.

Financial Advising 201

Financial Advising Banking Media Economy 201

Abnormal Returns

JULY 23, 2023

npr.org) Social Security Raise Social Security taxes now before it becomes too painful. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (riabiz.com) Global Johanna Chisholm, "Recovering the land will be a massive part of Ukraine’s reconstruction."

Financial Advising 224

Financial Advising Insurance Economy Retail 224

Abnormal Returns

DECEMBER 8, 2022

morningstar.com) Strategy Six year-end financial moves to consider including 'tax loss harvesting.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets U.S. gasoline prices are below where they were a year ago. nytimes.com) Checking in on the state of the muni bond market.

Financial Advising 199

Financial Advising Media Assets Economy 199

Abnormal Returns

NOVEMBER 21, 2022

(riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. morningstar.com) Delaying taxes in retirement isn't always the best strategy. riabiz.com) What mid-life women need from a financial adviser. thinkadvisor.com) How Notice 2022-53 has affected the tax code. unit debt-free in 2023.

Asset Allocation 144

Asset Allocation Financial Planner Recruitment Financial Advising 144

Abnormal Returns

DECEMBER 24, 2023

wsj.com) The employee-retention tax credit, or ERC, is a hot mess. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. (nytimes.com) Policing Why perceptions of crime are out of sync with the statistics.

Financial Advising 197

Financial Advising Media Economy Taxes 197

Abnormal Returns

OCTOBER 10, 2022

kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager. riabiz.com) Taxes Why RIAs love to buy accounting firms. citywireusa.com) A look at the performance of automated tax-loss harvesting strategies. thinkadvisor.com) How taxes affect sustainable withdrawal rates.

Wealth Management 130

Wealth Management Financial Advising Estate Planning Taxes 130

Abnormal Returns

APRIL 11, 2023

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? (bbc.com) Compost is going upscale. wsj.com) Economy What Jamie Dimon is worried about. Then check out our weekly e-mail newsletter.

Financial Advising 188

Financial Advising Startup Food Economy 188

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (stateline.org) America's bridges are getting more 'average' over time. Then check out our weekly e-mail newsletter.

Financial Advising 231

Financial Advising Startup Economics Valuation 231

Abnormal Returns

APRIL 20, 2024

readtrung.com) Media States are tripping over themselves to provide tax credits to film production. abnormalreturns.com) Podcast links: in search of financial security (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theconversation.com) How watching sports affects well-being.

Food 161

Food Financial Advising Media Transportation 161

Abnormal Returns

AUGUST 5, 2022

rajivsethi.substack.com) What would a tax on stock buybacks mean? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (techcrunch.com) Finance KKR ($KKR) wants to win more IPO business. wsj.com) The CFTC is looking to close down prediction market PredictIt.

Assets 192

Assets Startup Financial Advising Media 192

Abnormal Returns

NOVEMBER 25, 2023

abnormalreturns.com) Podcast links: tax fairness. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (huddleup.substack.com) Has Formula One expanded too far, too fast? vox.com) Earlier on Abnormal Returns What you missed in our Friday linkfest. Then check out our weekly e-mail newsletter.

Food 214

Food Financial Advising Media Taxes 214

Harness Wealth

DECEMBER 8, 2022

Not only was the stock market fairly volatile, but there were also atypical tax regulation changes. Tax-loss harvesting. Paying taxes on investment gains can be a financial burden, but tax loss harvesting can reduce your bill. A financial advisor can help you identify and set that up.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Abnormal Returns

APRIL 20, 2023

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? (abnormalreturns.com) Personal finance links: a regretful life. abnormalreturns.com) Ramit Sethi teaches you how to spend money.

Financial Advising 207

Financial Advising Startup Media Portfolio 207

Abnormal Returns

JULY 2, 2023

notboring.co) The (tax) cash spigot is slowing in many U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? theatlantic.com) The I-95 overpass rebuild shows the U.S. can build quickly if it wants to. bloomberg.com) The downside of Medicare Advantage plans: care denial.

Financial Advising 188

Financial Advising Economy Economics Media 188

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." abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) Policy Ryan Cooper, "Vested interests and ideology are the real obstacles to fixing the IRS.

Financial Advising 130

Financial Advising Media Taxes Economics 130