Zoe Financial

MAY 12, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 13, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was up 1.9% Stock Market Updates: The S&P 500 was up 1.9% Economies and markets fluctuate. for the week, up 9.5%

Marketing 52

Marketing Marketing Economics Taxes 52

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 217

Marketing Marketing Financial Planner Clients 217

Nerd's Eye View

DECEMBER 22, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Envestnet has published research highlighting a number of key trends that they believe will shape the growth of the advisory industry in 2024 and beyond, which reflect at a high level advisors' ongoing shift towards providing (..)

Financial Planner 225

Financial Planner Fee Only Tax Planning Retirement 225

Ballast Advisors

AUGUST 16, 2023

An HSA is a tax-advantaged account that enables you to save money to cover health-care and medical costs that your insurance doesn’t pay. The funds contributed are made with pre-tax dollars if you contribute via payroll deduction or are tax deductible if you make them yourself using after-tax dollars.

Accounting 52

Accounting Numbers Medical Taxes 52

Zoe Financial

APRIL 8, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 08, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 1% for the week. Friday payroll number was higher than expected. Economies and markets fluctuate. year over year.

Marketing 52

Marketing Marketing Taxes Economics 52

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 248

Retirement Transportation Taxes Distribution 248

Nerd's Eye View

JANUARY 31, 2024

This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges. This allows the account to grow on a tax-deferred basis, with income to beneficiaries being taxed when distributions are made. Second is that the CRUT is testamentary (i.e.,

Financial Advisor 222

Financial Advisor Estate Planning Nonprofit Taxes 222

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 211

Retirement Retirement Planning Portfolio Management Financial Advisor 211

Zoe Financial

APRIL 22, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 22, 2024 Watch Time: 3.6 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 3% for the week. 3rd week in a row that we’ve seen the market go down. 3 Factors Affecting the Market: 1.

Marketing 52

Marketing Marketing Taxes Economics 52

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 225

Financial Planner Tax Planning Taxes Clients 225

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. The return and principal value of investments will fluctuate as market conditions change.

Marketing 87

Marketing Marketing Taxes Economics 87

Cornerstone Financial Advisory

MAY 21, 2024

Weekly Market Insights: Investors Anticipate Fed Rate Change Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow 40,000 The week began quietly as market averages traded in a tight range, awaiting fresh inflation news.

Marketing 52

Marketing Marketing Taxes Economics 52

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 220

Taxes Numbers Assets Investing 220

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.

Math 239

Math Insurance Retirement Taxes 239

Trade Brains

JANUARY 2, 2024

Maximum number of investors per scheme is limited to 1,000, with a cap of 49 in the case of angel funds. What are some Tax Benefits of AIFs? In simple terms, capital gains tax applies to profits or losses made from the fund. Minimum investment limit is Rs. 1 crore for investors and Rs.

Taxes 64

Taxes Investing Investments Retail 64

Carson Wealth

DECEMBER 28, 2022

While everyone has different financial goals and objectives, one smart strategy can be to reap the benefits of tax-advantaged accounts to help mitigate your tax burden, whether for today or down the road. What Are Tax-Advantaged Accounts? . There are two types of tax-advantaged accounts: . Tax-Deferred Accounts .

Accounting 98

Accounting Taxes Retirement Planning 98

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 243

Financial Planner CFP Financial Advisor Retirement Planning 243

FMG

FEBRUARY 20, 2024

For advisors, there’s one season out of the year that creates a buzz and is the perfect time to boost engagement: tax season. Why Tax Season is Great for Engagement Tax season is a hectic time for people because they want to ensure their taxes are done right. 5 Tips to Engage Prospects During Tax Season 1.

Taxes 52

Taxes Media Clients Engineering 52

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. That performance pattern suggests market leadership may be broadening.

Marketing 94

Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating.

Marketing 95

Marketing Marketing Medicine Taxes 95

Zoe Financial

MARCH 11, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 11, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 0.3% Economic Updates: Job numbers for February: Headline number: 275,000 jobs added (above expectations).

Marketing 40

Marketing Marketing Taxes Economics 40

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The MSCI EAFE index, which tracks developed overseas stock markets, gained 3.12%.

Marketing 103

Marketing Marketing Taxes Economics 103

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. Inflection Point?

Marketing 91

Marketing Marketing Economics Taxes 91

Nerd's Eye View

JANUARY 26, 2024

The survey also suggests that a firm's tech stack can affect its ability to attract and retain clients, with 93% of advisors who said they work with state-of-the-art technology reporting that they have added new clients as a result of another firm's bad technology, and 58% of all advisors surveyed reporting they had lost new business due to bad technology. (..)

Financial Planner 197

Financial Planner Retirement Planning Financial Advisor Retirement 197

Zoe Financial

MARCH 18, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 18, 2024 Watch Time: 2 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was flat. Economic Updates: Inflation numbers came in hotter than expected. Equity market is on hold until this upcoming week.

Marketing 40

Marketing Marketing Taxes Economics 40

Abnormal Returns

DECEMBER 25, 2022

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' wsj.com) Russia Putting a number on the Ukrainian children removed to Russia. semafor.com) Why the Child Tax Credit, despite widespread support, didn't get renewed. msn.com) Why didn’t the IRS do more to vet Trump’s finances?

Marketing 130

Marketing Marketing Financial Advising Economy 130

Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The MSCI EAFE index, which tracks developed overseas stock markets, fell 1.95%.

Marketing 97

Marketing Marketing Taxes Economics 97

Zoe Financial

APRIL 29, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 29, 2024 Watch Time: 3.2 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was up 2.7% PCE inflation data didn’t show any signs of encouragement for the markets: Index was slightly higher than expected, 2.8%

Marketing 40

Marketing Marketing Taxes Financial Advisor 40

XY Planning Network

FEBRUARY 20, 2023

There are customers and employees, marketing and keeping an eye on industry trends, cash flow and compliance. With these come a number of different dates to keep track of, which as a small business owner or a solopreneur can get overwhelming, fast. Surprisingly (ahem), tax filings tend … not to be top of mind for most business owners.

Taxes 68

Taxes Financial Advisor Compliance Numbers 68

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 180

Financial Advising Startup Taxes Financial Services 180

Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 214

Financial Planner Compliance CFP Clients 214

Cornerstone Financial Advisory

OCTOBER 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

Marketing 102

Marketing Marketing Economics Taxes 102

Zoe Financial

MAY 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). The S&P 500 was up 1.9 Nasdaq was up 2.3%

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Cornerstone Financial Advisory

DECEMBER 18, 2023

Weekly Market Insights : Stocks Rally On Fed, Inflation News Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The MSCI EAFE index, which tracks developed overseas stock markets, tacked on 2.75%.

Marketing 100

Marketing Marketing Taxes Economics 100

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 212

Financial Advisor Financial Planner Insurance Clients 212

Zoe Financial

DECEMBER 4, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 4, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was up 0.8% Coming up next week: November unemployment rate numbers. Coming up next week: November unemployment rate numbers.

Marketing 52

Marketing Marketing Wealth Management Taxes 52

Carson Wealth

MAY 30, 2023

By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. However, stock compensation, large bonuses, commissions, etc.,

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52