The Big Picture

OCTOBER 20, 2023

“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes.

Investing 338

Investing Investments Math Medicine 338

Wealth Management

JUNE 11, 2025

A new survey from Natixis Investment Management shows that concerns ranging from stubborn inflation to potentially higher taxes are dampening investor confidence.

Financial Advisor 278

Financial Advisor Taxes Management Investments 278

Nerd's Eye View

JANUARY 21, 2025

What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff (..)

Taxes 168

Taxes Tax Planning Compensation Planning Financial Advisor 168

Wealth Management

NOVEMBER 6, 2023

Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing.

Investing 309

Investing Investments Taxes Clients 309

Abnormal Returns

DECEMBER 19, 2023

advisorperspectives.com) A history of quant investing and the state of the factor zoo. indexologyblog.com) Inflation makes tax efficiency all the more important. advisorperspectives.com) Can you use alternative measures to invest across countries? Factors Timing returns factors is tempting, but difficult in practice.

Investing 287

Investing Investments Valuation Retail 287

Wealth Management

JUNE 27, 2025

The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.

Estate Planning 272

Estate Planning Marketing Marketing Wealth Management 272

Nerd's Eye View

MARCH 12, 2025

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. If the exchange meets the requirements of Section 351, it is tax-deferred for investors.

Taxes 134

Taxes Portfolio Asset Allocation Assets 134

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Clients 238

Clients Financial Advisor Business Planning Taxes 238

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investing 143

Investing Investments Assets Retail 143

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Financial Planner 246

Financial Planner Asset Allocation Taxes Tax Planning 246

Calculated Risk

DECEMBER 22, 2024

There were many promises made during the campaign that obviously will not happen (deport 20 million people, no taxes on tips, overtime or Social Security benefits, 200% tariffs, and on and on). We can assume the 2017 Tax Cuts and Jobs Act (TCJA) will be extended. Through November, starts were down 4.3% New home sales were up 2.1%

Economics 290

Economics Economy Sales Commission 290

Abnormal Returns

OCTOBER 24, 2024

awealthofcommonsense.com) Cash was never meant to be a long-term investment. bonddad.blogspot.com) Tax cuts and tariffs are a recipe for inflation. (freedomdaysolutions.com) Strategy How often do outlier 10-year forecasts turn out? ritholtz.com) Why optimism makes sense over the long run.

Investing 285

Investing Investments Startup Financial Advising 285

Wealth Management

JUNE 23, 2025

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

Assets 276

Assets Wealth Management Financial Advisor Estate Planning 276

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Financial Planner 191

Financial Planner Financial Advisor Tax Planning Clients 191

The Big Picture

DECEMBER 4, 2024

Would you like to diversify but also defer paying big capital gains taxes? Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. It doesn’t mean you’re not gonna pay capital gains tax.

Taxes 130

Taxes Portfolio Accounting Math 130

Abnormal Returns

OCTOBER 7, 2024

wsj.com) ETFs Cambria and Alpha Architect are teaming up for the Cambria Tax Aware ETF ($TAX). Companies What are the chances that Google ($GOOGL) gets broken up? ft.com) Pfizer ($PFE) has an activist in Starboard Value. wealthmanagement.com) Derivatives-based ETFs are booming, with retail piling in.

Investing 276

Investing Investments Financial Advising Retail 276

Wealth Management

JUNE 26, 2025

Five age-based milestones and life events present more than 40 million opportunities for advisors to showcase their care and expertise beyond traditional investment strategies, build trust and create after-tax value.

Taxes 205

Taxes Investments Investing 205

Wealth Management

FEBRUARY 25, 2025

The lifecycle investor has taken a minority stake in Venning Advisors, a full-service tax and accounting services firm.

Accounting 236

Accounting Taxes Investing Investments 236

Calculated Risk

FEBRUARY 23, 2025

Here is an update to a graph that uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. I prefer single family starts to total starts). I ignored that downturn as a pandemic distortion.

Sales 309

Sales Economy Investments Investing 309

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.

Taxes 98

Taxes Medical Education Retirement 98

Wealth Management

OCTOBER 16, 2024

New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025 by Commonwealth.

Management 272

Management Investing Investments Taxes 272

Nerd's Eye View

NOVEMBER 25, 2024

These clients, typically in or near retirement, face key challenges like reducing taxes, managing investment risk, and maximizing income. In the final 60-minute review, Taylor presents the Retirement Assessment, covering 3 key questions: how to maximize income, lower taxes, and optimize investments in retirement.

Financial Planning 213

Financial Planning Sales Planning Retirement 213

Wealth Management

JULY 2, 2025

He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of Trusts & Estates Magazine for which he currently writes the monthly "Tax Update" column. David is a co-author of a book on estate planning, Drafting the Estate Plan: Law and Forms.

Distribution 205

Distribution Estate Planning Wealth Management Planning 205

Wealth Management

NOVEMBER 14, 2024

Kevin Knull, President of TaxStatus, reveals how a direct integration with the IRS is revolutionizing tax planning at Nitrogen's 2024 Fearless Investing Summit.

Taxes 246

Taxes Tax Planning Planning Investments 246

Wealth Management

JUNE 10, 2025

on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients. WealthManagement.com Staff June 10, 2025 6 Slides START SLIDESHOW Joey Corsica Captured & SpotMyPhotos The Wealth Management EDGE conference kicked off at The Boca Raton resort in Boca Raton, Fla.,

Wealth Management 253

Wealth Management Management Estate Planning Business Planning 253

Nerd's Eye View

MAY 16, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

Financial Planner 223

Financial Planner Financial Advice Education Taxes 223

Abnormal Returns

JANUARY 10, 2024

thomaskopelman.com) If you get paid by 1099 you need to do more work to manage your tax liabilities. (humbledollar.com) A personal margin of safety allows for less stressful life transitions. awealthofcommonsense.com) Five things you can do with your old 401(k) account. thomaskopelman.com) How Venmo is more than a payment app.

Investing 266

Investing Investments Financial Planning Retirement 266

Trade Brains

JULY 1, 2025

Initially, it will invest 200 million yen, with plans to scale up to 1 billion yen by 2026. Additionally, the firm may invest in meme coins and other Web3 gaming tokens. On the other hand, market conditions will dictate the final investment amount, ensuring flexibility. Million Investment appeared first on Trade Brains.

Investing 101

Investing Investments Marketing Marketing 101

Abnormal Returns

OCTOBER 28, 2024

youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. kitces.com) Tax-loss harvesting is going long-short. (artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates.

Risk Tolerance 273

Risk Tolerance Retirement Financial Planning Insurance 273

Nerd's Eye View

MARCH 7, 2025

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congressional Republicans, who recently voted to set a $4.5 equities underperforming international stocks over the next 10 years Why today’s high U.S.

Financial Planner 218

Financial Planner Taxes Numbers Planning 218

Nerd's Eye View

JUNE 27, 2025

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

Financial Planner 180

Financial Planner Financial Advisor Estate Planning Clients 180

Nerd's Eye View

NOVEMBER 4, 2024

This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)

Estate Planning 235

Estate Planning Planning Communication Clients 235

Nerd's Eye View

JUNE 23, 2025

Financial motivators – such as solving a specific issue or seeking better investment performance – were cited less frequently, but remain important, especially when a prospect has a clearly defined financial pain point. These included trust, communication quality, and a general discomfort managing finances alone.

Communication 221

Communication Retirement Planning Clients Financial Services 221

Nerd's Eye View

JUNE 24, 2025

Read More.

Tax Planning 130

Tax Planning Financial Advisor Asset Allocation Clients 130

Abnormal Returns

NOVEMBER 6, 2024

(morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. podcasts.apple.com) Taxes A year-end tax planning checklist. kindnessfp.com) How to think about taxes in early retirement. ritholtz.com) Carl Richards talks avoiding burnout with Jonny Miller.

Estate Planning 170

Estate Planning Tax Planning Retirement Taxes 170

WiserAdvisor

JUNE 18, 2025

In the world of investing, this could not be truer. Long-term investing is where you put your money to work and give it time to grow. Below are 5 long term investment strategies you need to know about in 2025: 1. This is the segment you can explore for long-term investing. Because they hold real value. Why does it work?

Investing 59

Investing Investments Taxes Risk Tolerance 59

Abnormal Returns

JUNE 25, 2025

podcasts.apple.com) Luca Dellanna and Ismail Manik talk with Barry Ritholtz about his book "How NOT to Invest." morningstar.com) Inheritance taxes will no longer be an issue for the vast majority of Americans. wsj.com) Investing There is no ideal portfolio diversifier.

Retirement 170

Retirement Taxes Portfolio Investments 170