Weekend Reading For Financial Planners (June 28–29)
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.
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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.
Wealth Management
JUNE 26, 2025
Number 8860726. Attorney’s Office said he failed to report the fraud proceeds on his personal income tax returns, which generated a tax loss of about $3 million. Today’s sentencing shows how seriously the courts take federal tax crimes.” Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Wealth Management
JUNE 27, 2025
Number 8860726. Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present). Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
Wealth Management
JULY 8, 2025
Number 8860726. David Bodamer , Editorial Director , WealthManagement.com July 8, 2025 1 Min Read Alamy Photo Schwab Advisor Services has expanded the number of mutual funds RIAs can acquire without transaction fees. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
Wealth Management
JULY 2, 2025
Number 8860726. As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
Wealth Management
JUNE 23, 2025
Number 8860726. Forty-four percent cited both access to institutional-grade products and help navigating crypto tax regulations and reporting requirements. She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines.
Wealth Management
JULY 24, 2025
Number 8860726. However, as the financial advisory industry became more familiar with how ETFs work, a growing number of shops finally reached a stage where they are turning their own ETF from an idea into reality, according to Venuto. Of that number, about a quarter will likely be launched by traditional RIAs, Venuto said.
Cornerstone Financial Advisory
NOVEMBER 25, 2024
Disappointing earnings on Tuesday from a large box retailer held back some gains in the broader S&P 500. Food for Thought… “Keep some room in your heart for the unimaginable.” – Mary Oliver Tax Tip… Did You Know That You Have the Right to Challenge the IRS? It will last longer and use less packaging.
Wealth Management
JUNE 30, 2025
Number 8860726. Overlay management services implement clients’ investments through a professionally managed diversified portfolio, including tax strategies. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.
The Big Picture
NOVEMBER 26, 2024
And find the entire musical playlist of At the Money on Spotify Responsible Crypto Investing Matt Hougan How should retail investors responsibly think about crypto? 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. With crypto.
Cornerstone Financial Advisory
NOVEMBER 11, 2024
6,7 Stocks finished the week with a number of records: the S&P 500 crossed the 6,000 mark, and the Dow breached 44,000 for the first time on Friday. Friday: Retail Sales. This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional.
Wealth Management
JULY 18, 2025
Number 8860726. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B is debuting a new media and entertainment fund targeting individual investors, bringing the typically exclusive world of sports investing to the retail segment.
Random Roger's Retirement Planning
FEBRUARY 8, 2025
That's Davis talking, I don't know but assuming those numbers are accurate, I won't say there are plenty of places to get that kind of yield but there are some. For the most part, I think these private asset investments being made a available to retail-sized investors are preying on some sort of emotion.
A Wealth of Common Sense
JULY 17, 2025
People skills are more important in wealth management than numbers. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
Random Roger's Retirement Planning
MARCH 15, 2025
I'd be happy with that standard dev number and lagging by 100 bps annually. Invenomic Institutional (BIVIX), for retail investors the symbol is BIVRX, has plenty of history of differentiating from the the S&P 500 but in 2021 it was up a ton when the S&P 500 was also up a lot.
Cornerstone Financial Advisory
NOVEMBER 18, 2024
4,5 Stocks dropped again on Friday as strong October retail sales seemed to reinforce Powell’s comments about Fed rate adjustments. Tug-O-War The inflation data that came in last week—retail and wholesale—show that the path to the Fed’s stated goal of 2 percent inflation may prove bumpy. 6 Source: YCharts.com, November 16, 2024.
The Big Picture
MARCH 4, 2025
So taxes and bonds for sure. So kind of an, you know, easy transition taxes and bonds to, to corporate bonds. Barry Ritholtz : And, and just for the youngsters listening, 25 or so years ago, high rated municipal tax free bonds were yielding five, 6% maybe more, maybe Melissa Smith : More.
The Big Picture
MAY 27, 2025
So, so those numbers are astonishing. And I was able to tax campus co-op. I taxed the student body. I love retail. And there was a number that were actually in that business. You know, and, and, and so we expanded into a number of different other businesses. Welcome to Bloomberg. They, they agreed to it.
Wealth Management
JUNE 9, 2025
Number 8860726. In fact, JP Morgan Managing Director Josh Forstater, previously of Vestwell, pushed back on the cause of new plan formation by state mandates, tax credits and PEPs, claiming fintechs have driven the growth. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
The Big Picture
APRIL 29, 2025
There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. We learned everything, you know, across from accounting to auditing to, to tax and valuation.
Zoe Financial
MARCH 24, 2025
Retail Sales (February): Headline number: rose 0.2% (below expectations of up 0.7%). Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.
Wealth Management
JULY 11, 2025
Number 8860726. Specifically, the Russian government can pay a limited number of expenditures starting on Oct. The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estate tax exclusion amounts, etc. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
Trade Brains
JUNE 15, 2025
Centrifugal pumps account for over 66% of the market, whereas retail pumps hold a solid 15% share, small and medium-sized pumps 25%, and big pumps 40%. million retail outlets across India thanks to their network of over 3400 distributors. to Rs 1,093 crore and profit after tax increased by 9% to Rs 803 crore.
Mr. Money Mustache
JUNE 13, 2025
A tariff is just a sales tax charged by our government on goods which are imported into the country. They are paid by you , the end consumer, because if their cost of goods increases, a retailer is of course going to raise their prices to continue to make a profit. So what’s the real answer?
Trade Brains
JULY 13, 2025
Profit after taxes grew by 20% annually and at a CAGR of 31% between FY22 and FY25. It has altered the skylines of Bengaluru, Chennai, Hyderabad, Mysuru, Kochi, Trivandrum, and GIFT City, among other Indian cities, and produced many famous buildings with projects in the residential, office, retail, hotel, and educational sectors.
Zoe Financial
APRIL 28, 2025
Hard Data: Retail Sales (March): Hit record highs. 1st quarter GDP numbers. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Market Rally Drivers: U.S.
The Big Picture
JUNE 15, 2025
My Sunday morning look at incompetency, corruption and policy failures: • Moody’s Sounds Alarm on Private Funds for Individuals : Chasing retail money could pose risks to investors, private funds and financial system, Moody’s says. Wall Street Journal ) see also What World Does Bitcoin Want To Build For Itself?
The Big Picture
DECEMBER 11, 2023
billion in retail inventory losses in 2021 was not “attributable to organized retail crime.” That line is just another in a long series of falsehoods put forth by the professional b *s at the National Retail Federation. This costs retailers anywhere between $15-20 billion annually in the US. No, “ nearly half ” of $94.5
Abnormal Returns
AUGUST 6, 2024
Retail Using LLMs to identify retail trader strategies. 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. papers.ssrn.com) A look at the value, or lack thereof, of WallStreetBets stock picks.
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.,
Nerd's Eye View
NOVEMBER 15, 2023
government designed a number of small business relief packages to incentivize companies to keep workers on their payrolls. One of these was the Employee Retention Credit (ERC), a tax credit that eligible small businesses could take against their employment taxes.
Your Richest Life
FEBRUARY 27, 2023
Whether you’re preparing to file , waiting on a refund , or have already paid your tax bill, you might notice some differences this year. First of all, many taxpayers are noticing smaller refunds or higher tax bills this year than in the previous two years. For 2022-2032, Congress set the credit at 30 percent the cost of installation.
The Big Picture
FEBRUARY 17, 2023
Banning Wall Street’s biggest municipal bond underwriters has foisted a hidden tax on their residents totaling hundreds of millions of dollars. They have each other’s phone numbers. January retail surge: finding the signal in the noise Source: BofA Sign up for our reads-only mailing list here.
MazumaBusinessAccounting
DECEMBER 3, 2019
As we approach tax season, it is important to understand different types of tax forms, and why we need them. If you’re hiring a new employee, or trying to report your income tax returns, you have come to the right place! Tax forms are essential for all small businesses and must be filled out properly.
Abnormal Returns
FEBRUARY 16, 2023
theatlantic.com) Finding a good retail CEO is tough these days. axios.com) Funds Tax efficiency is the secret sauce of ETFs. apricitas.io) There are a near-record number of housing units currently under construction. Everything else it built in-house has crashed and burned." nytimes.com) AI requires a lot of semiconductors.
Trade Brains
JANUARY 2, 2024
However, there is an expectation that these funds will also become accessible to midsize retail investors in the future. 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? Types of Alternative Investment Funds (AIF)?
Harness Wealth
MAY 12, 2025
The tax arena may be in a constant state of flux, however, 2025 is proving to be a year of major upheavals. Alongside the widely anticipated sunset of the Tax Cuts and Jobs Act (TCJA), 39 states have implemented notable tax changes this year. These reductions aimed at enhancing business competitiveness and attracting investment.
Your Richest Life
FEBRUARY 27, 2024
Tax time is here again, and if you’re not one of the 25 million Americans who have already filed , then you’re probably going through the process of gathering what you need and preparing to file. The Child Tax Credit and Potential Changes The 2023 child tax credit is capped at a refundable amount of $1,600 – for now.
Trade Brains
JANUARY 18, 2023
It comes with benefits like compounding, tax advantages, and cost savings. Peter Lynch, an American investor, and mutual fund manager who is known for his stock-picking skills, attributed his success to a small number of these stocks in his portfolio. These include analysis, taxes, brokerage, penny stocks, ace investors, and more.
Random Roger's Retirement Planning
MAY 6, 2024
Based on those numbers alone which go back to 1999, yeah, I want to learn more. That is not a bad result but might be less than you'd think when looking at the CAGR numbers. The other day, an email came in pitching a tax lien fund. democratizing what retail sized investors can invest in. Here's the year by year though.
Cornerstone Financial Advisory
OCTOBER 16, 2023
PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. 5 This Week: Key Economic Data Tuesday: Retail Sales. The right to pay no more than the correct amount of tax: You only pay what is legally due, including interest and penalties. versus a forecast of a 0.3%
Cornerstone Financial Advisory
FEBRUARY 19, 2024
But stocks regained some momentum on Wednesday and rallied Thursday despite disappointing reports on both retail sales and industrial production for January. Inflated Perspective Consumer Price Index data was one of the big pieces of news driving markets last week, with January’s numbers coming in at 3.1 percent consensus.
Cornerstone Financial Advisory
DECEMBER 18, 2023
A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. ” – Charles Schulz Tax Benefit And Credits: FAQs For Retirees Lots of questions can come up about income taxes after one has retired. “I never try to please a certain audience.
Gen Y Planning
NOVEMBER 5, 2021
like spontaneous purchases, retail therapy, keeping up with the Joneses, etc., Let’s take a look at 2021 numbers. . Those of you who have access to a Mega Backdoor Roth can get to this $58,000 number so talk to your employer to see if this is an option for you). Can you contribute a little bit more to reach that number?
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