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Weekend Reading For Financial Planners (September 21–September 22)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets (..)

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Donor-Advised Funds: Optimize Your Charitable Giving and Save On Taxes

Cordant Wealth Partners

We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.

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Weekly Market Insights: November 25th, 2024

Cornerstone Financial Advisory

Weekly Market Insights | November 25th, 2024 Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The MSCI EAFE Index, which tracks developed overseas stock markets, was flat (-0.05 New Home Sales.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest. Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice.

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Weekly Market Insights | December 16th, 2024

Cornerstone Financial Advisory

Weekly Market Insights | December 16th, 2024 Mixed Data, Mixed Results. The MSCI EAFE Index, which tracks developed overseas stock markets, slid 1.48 The markets rally following the news reflected investor relief that inflation met expectations and that the increase from the prior month was slight. Retail Sales.

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The Return Of IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) interest rates, and relatively little new tax legislation (yet).

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Weekly Market Insights | December 23rd, 2024

Cornerstone Financial Advisory

Weekly Market Insights | December 23rd, 2024 Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair’s hawkish comments unsettled investors ahead of the holiday season. The MSCI EAFE Index, which tracks developed overseas stock markets, retreated an eye-catching 3.38 Tuesday: Durable Goods.