Nerd's Eye View

JANUARY 31, 2025

Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Valuation 245

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Nerd's Eye View

MAY 8, 2023

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. CPA, EA, or JD) to prepare tax returns and represent clients before the IRS, there has also been the impression that there is simply not enough time for one person to do both.

Taxes 246

Taxes Financial Planning Clients Financial Advisor 246

The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

Taxes 246

Taxes Portfolio Wealth Management Accounting 246

Wealth Management

JUNE 10, 2025

Number 8860726. You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I Registered in England and Wales.

Wealth Management 254

Wealth Management Management Estate Planning Business Planning 254

Nerd's Eye View

MARCH 28, 2025

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

Financial Planner 228

Financial Planner Retirement Retirement Planning Clients 228

Nerd's Eye View

MAY 17, 2023

Amid a tight job market and low unemployment rates, a significant amount of the U.S. For example, the tax benefits of certain accounts can sometimes work in the other direction if a non-U.S. Roth IRAs, for instance, are taxed once upon contribution and can grow tax-free thereafter in the U.S.,

Taxes 246

Taxes Investing Investments Accounting 246

Abnormal Returns

MARCH 14, 2025

How Money & Markets Really Work." podcasts.apple.com) Joe Weisenthal and Tracy Alloway talk about the history of prediction markets with Ryan Isakow. fasterplease.substack.com) Policy Stephen Dubner talks tax myths with Jessica Riedl, a senior fellow in budget, tax, and economic policy at the Manhattan Institute.

Budgeting 144

Budgeting Economy Taxes Economics 144

Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Wealth Management

JUNE 11, 2025

Number 8860726. Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 162

Wealth Management Insurance Estate Planning Clients 162

The Big Picture

JANUARY 4, 2025

Wall Street Journal ) 200 Years of Market Concentration : Is this trend an anomaly or part of an ongoing pattern in the stock market? To answer this question, we have collected data on the concentration of the US stock market over the past 235 years, from 1790 until the present. And its maintained by hidden figures like her.

Government 246

Government Economy Advertising Engineering 246

Nerd's Eye View

APRIL 18, 2025

Which could create opportunities for firms to seek opportunities to move 'upmarket' by trying to add new HNW clients who might not have an advice relationship (or whose current advisor doesn't provide sufficiently comprehensive service).

Financial Planner 195

Financial Planner Risk Tolerance Estate Planning Clients 195

Nerd's Eye View

AUGUST 21, 2023

But typically, the opportunity to create and implement a marketing strategy is not one of these reasons. In fact, data from the latest Kitces Research study, How Financial Planners Actually Market Their Services, shows that many advisors find marketing to be difficult and not very effective. frequent travelers) niches.

Marketing 246

Marketing Marketing Financial Planner Clients 246

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 246

Valuation Economics Economy Marketing 246

Abnormal Returns

APRIL 23, 2023

(abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! awealthofcommonsense.com) International stocks are leading markets higher. tonyisola.com) Ten years of live numbers on a tax-loss harvesting program. marketwatch.com) Would you rather outperform during bull markets or bear markets?

Taxes 272

Taxes Numbers Assets Investing 272

Harness Wealth

APRIL 17, 2025

Tax season can be overwhelming, but understanding how to leverage deductions and credits can significantly impact your bottom line. While both mechanisms help reduce what you owe, they operate in fundamentally different ways that affect your final tax bill. And tax law is not static. of your AGI.

Taxes 52

Taxes Tax Planning Education Medical 52

Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Wealth Management

NOVEMBER 3, 2022

Property Tax Administration's assessment of the market value of the nation’s highest profile government buildings, such as the White House. The Empire State Building is among a number of office buildings that have installed beehives recently as part of an effort to bring back tenants, reports Commercial Observer.

Government 274

Government Taxes Numbers Marketing 274

Abnormal Returns

AUGUST 6, 2024

(investmentecosystem.com) Research Want to forecast stock market bubbles? wealthmanagement.com) How factor investors can hone in on after-tax returns. blogs.cfainstitute.org) How the number of firms in an industry affects idiosyncratic volatility. Look at accounting accruals.

Retail 273

Retail Accounting Taxes Numbers 273

Nerd's Eye View

FEBRUARY 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC’s proposed “Safeguarding Rule” would significantly increase the number of investment advisers deemed to have custody of client assets and increase paperwork requirements for advisers (..)

Financial Planner 246

Financial Planner Tax Planning Taxes Numbers 246

Harness Wealth

JANUARY 29, 2025

Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. As effective as tax-loss harvesting can be, there are a number of important details that investors need to be aware of in order to implement the strategy successfully while following regulations. How does tax-loss harvesting work?

Taxes 52

Taxes Assets Sales Portfolio 52

The Big Picture

MAY 9, 2024

Not if you spend tax season on a boat! TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American. TikTokInvestors: “Turning $100 into $1mln by earning 2% daily in the market is nearly mathematically impossible.

Media 336

Media Taxes Math Investing 336

The Big Picture

FEBRUARY 5, 2025

Ted Seides : The original premise of hedge funds was to deliver an equity-like return in marketable securities with less risk than the equity markets. Anyone who puts up like really big numbers wildly outperforming the market sort of gets feted by the media, and then they sort of fade back into what they were doing.

Taxes 147

Taxes Portfolio Investing Investments 147

Nerd's Eye View

SEPTEMBER 20, 2024

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 (..)

Financial Planner 246

Financial Planner Financial Advisor Investment Advisor Clients 246

Calculated Risk

MAY 15, 2025

The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 34, down from 40 last month. Any number below 50 indicates that more builders view sales conditions as poor than good. This ties the November 2023 reading, and is the lowest since the index hit 31 in December 2022.

Sales 147

Sales Economics Taxes Numbers 147

Abnormal Returns

MAY 21, 2023

Markets Ten bad market takes including 'Recession is inevitable?' 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. Then check out our weekly e-mail newsletter. nytimes.com)

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Abnormal Returns

FEBRUARY 7, 2024

standarddeviationspod.com) Peter Lazaroff on investing at all-time stock market highs. open.spotify.com) Taxes What happens if you don't file and/or pay your taxes. financialducksinarow.com) Who pays taxes on Social Security benefits? nytimes.com) A record number of Americans are going to turn 65 over the next few years.

Retirement 284

Retirement Transportation Taxes Distribution 284

Nerd's Eye View

APRIL 7, 2025

This month's edition kicks off with the news that Wealthbox has announced it is planning to launch a new built-in AI meeting note tool that it seeks to integrate seamlessly with its existing CRM solution – which serves as a prominent warning for the many standalone AI meeting note tools like Jump and Zocks that have launched over the last few (..)

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Harness Wealth

MARCH 27, 2025

Secondaries are typically traded before the fund or business is sold in a traditional wayessentially, being the resale market for private investments. As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Nerd's Eye View

OCTOBER 1, 2022

A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions. The potential advantages of taking RMDs in stock rather than in cash during the current market downturn.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level.

Financial Planner 246

Financial Planner Financial Advice Fee Only Financial Planning 246

Abnormal Returns

FEBRUARY 21, 2024

Podcasts Barry Ritholtz talks with Jeffrey Hirsch about how the stock market performs during war. morningstar.com) People work in retirement for any number of reasons. awealthofcommonsense.com) Taxes Do you know how to pay taxes on your Series I savings bonds? Rowe Price about non-financial considerations in retirement.

Retirement 270

Retirement Retirement Planning Portfolio Management Taxes 270

The Big Picture

OCTOBER 30, 2024

And find the entire musical playlist of At the Money on Spotify Shareholder Yield Dividend investing has a long and storied history, a substantial percentage of market returns are due to the impact of reinvested dividends compounding over time. So it, it really captures a number of, of factors and characteristics.

Valuation 147

Valuation Investing Investments Numbers 147

Harness Wealth

MARCH 6, 2025

Freelancers and contractors may enjoy greater flexibility and independence than full-time employees, however, this autonomy brings increased tax responsibility. Unlike W-2 employees, freelancers and independent contractors are responsible for managing their own tax obligations, which can be a complex process.

Taxes 52

Taxes Consulting Professional Services Advertising 52

Abnormal Returns

OCTOBER 18, 2023

peterlazaroff.com) Bogumil Baranowski talks with Brian Feroldi, author of "Why the Stock Market Goes Up." humbledollar.com) Tony Isola, "Withdrawal rates are more than numbers on a spreadsheet." vox.com) Housing The worst case for the housing market - worsening affordability.

Insurance 261

Insurance Math Retirement Taxes 261

Abnormal Returns

DECEMBER 28, 2022

Personal finance Nobody knows what is going to happen in the stock market next year. morningstar.com) Some common personal finance misunderstandings including 'Extending your tax return filing doesn’t extend your ability to pay.' thisisthetop.substack.com) 'What's-my-number-itis' talk can be addictive.

Taxes 246

Taxes Numbers Portfolio Marketing 246

Nerd's Eye View

MAY 1, 2023

This month's edition kicks off with the news that robo-advisor Betterment entered into a $9M settlement with the SEC for misrepresenting its tax-loss harvesting practices in its client agreements and marketing materials compared with its actual practices (e.g.,

Taxes 245

Taxes Retirement Planning Advertising Retirement 245