License Taxes White Paper 
Midstream Marketing
NOVEMBER 6, 2024
When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry. Pain Points: These are issues like market ups and downs, tax problems, and money planning being hard. Tax Planning: Help clients learn smart tax strategies.
Wealth Management
JULY 11, 2025
The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estate tax exclusion amounts, etc. OBBBA: A federally funded digital direction. Trump signed the OBBBA into law on July 4. The OBBBA also relates tangentially to the furtherance of centralization of federal control via digital means.
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Tucker Advisors
SEPTEMBER 8, 2021
The 401(k) often offers a traditional pre-taxed account and a post-taxed Roth account, with both sourced in a blend of stock and bond options the employee must choose and maintain with the appropriate risk tolerance until retirement. Within these categories, we look at four main things: income, growth, liquidity and tax efficiency.
ClearMoney
DECEMBER 14, 2021
3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 7Dave Plecha and Jacobo Rodriguez, “A Market-Driven Approach to Fixed Income” (white paper, Dimensional Fund Advisors, June 2016). 8Doug Longo, “The Dimensional Approach to Monitoring Credit Risk” (white paper, Dimensional Fund Advisors, March 2020).
ClearMoney
NOVEMBER 4, 2021
Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013). See, for example, the Fama/French US Momentum Factor’s return of –83.16% in 2009. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Japan Ltd.,
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason. Scott Salaske , CEO of Firstmetric. For those of you who are new to my blog, my name is Sara.
The Big Picture
NOVEMBER 25, 2024
Would you license these models to me? Alternatives and alternative strategies tend to be less tax efficient, more opaque. ’cause it’s the same underlying pool of capital 00:48:43 [Speaker Changed] MI minus the tax advantage of the ETF. Not just from a tax efficiency perspective, but from an appetite perspective.
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