The Big Picture

JUNE 17, 2023

Morgenson explains how PE was originally an institutional type of product aimed at Pensions, Foundations, Endowments and other perpetual investment capital, but has recently moved into high-net-worth retail customers. We discuss the Carried Interest tax loophole, a tax dodge that benefits a few 1000 people in the country but cost U.S.

Taxes 319

Taxes Retail Economy Economics 319

The Big Picture

APRIL 11, 2024

And even still, fund fees and taxes remained a major cost element. In 1978, Congress enacted Internal Revenue Code Section 401(k), which allowed tax-deferred savings through a company-administered plan. Lower trading costs, a rampaging bull market, and tax-deferred investing led to millions of new entrants into markets.

Commission 350

Commission Taxes Management Electronics 350

Nerd's Eye View

NOVEMBER 15, 2023

One of these was the Employee Retention Credit (ERC), a tax credit that eligible small businesses could take against their employment taxes. To stave off a wave of business closures and a subsequent surge in unemployment, the U.S.

Clients 228

Clients Taxes Government Startup 228

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.

Taxes 69

Taxes Numbers Accounting Retail 69

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 181

Taxes Retirement Planning Advertising Retirement 181

Calculated Risk

MARCH 7, 2024

Tax refunds have picked up over the last two weeks, with the average refund now 4% higher than 2023 levels at this time. This has put money into consumers’ pockets, and retail purchase activity is increasing. emphasis added Click on graph for larger image.

Consulting 134

Consulting Retail Taxes Economics 134

Abnormal Returns

JULY 23, 2023

(ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. npr.org) Social Security Raise Social Security taxes now before it becomes too painful. riabiz.com) Global Johanna Chisholm, "Recovering the land will be a massive part of Ukraine’s reconstruction."

Financial Advising 230

Financial Advising Insurance Economy Retail 230

The Big Picture

OCTOBER 15, 2022

Instead of paying dividends to shareholders, it is more tax efficient to lower fees of the funds held by their investors aka owners. Retail Gangster: The Insane, Real-Life Story of Crazy Eddie by Gary Weiss. The mere threat of Vanguard moving into a space drive prices lower. The firm manages directly or advises on $249.4B

Financial Advisor 293

Financial Advisor Education Retail Management 293

Trade Brains

OCTOBER 17, 2023

On Door Concepts IPO – Industry Overview India, the world’s fifth-largest retail destination, is an attractive market for international retailers due to its large middle class and untapped retail potential. The Government of India has implemented several initiatives to boost the retail sector. crore in 2023.

Retail 104

Retail Food Taxes Sales 104

MarketWatch

MAY 25, 2023

in premarket trading Thursday, after the discount apparel retailer reported fiscal first-quarter profit and revenue that missed expectations, as lower tax refunds and cooler weather weighed on sales. Shares of Burlington Stores Inc. BURL dropped 1.8% Net income doubled, to $32.7 million, or 50 cents a share, from $16.2

Taxes 40

Taxes Sales Retail Marketing 40

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. Everything else it built in-house has crashed and burned." nytimes.com) AI requires a lot of semiconductors. howardlindzon.com) Private assets Why private equity needs much better valuations.

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Validea

OCTOBER 18, 2022

In a year when roughly 416 stocks have declined, most investors will likely have something to sell when tax season rolls around, contends an article in Barron’s. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Screen for Stocks Using Peter Lynch’s GARP Method.

Taxes 105

Taxes Healthcare Retail Banking 105

Nerd's Eye View

OCTOBER 25, 2023

So in April 2023, SEC staff released a Staff Bulletin (which, although not an 'official' pronouncement of the SEC, does represent the views of the staff who actually conduct adviser examinations and pursue enforcement of the SEC's regulations) to further explain the investment adviser's duty of care, particularly as it regards to working with retail (..)

Fiduciary Duty 208

Fiduciary Duty Commission Clients Accounting 208

The Big Picture

NOVEMBER 25, 2022

Billions of Dollars at Stake in a Puzzling Holiday Shopping Season : It promises to be unpredictable, with retailers and consumers still figuring out how much will be spent and on what kinds of goods. ( That will cause a drop in property taxes and strain city budgets. Businessweek ). New York Times ). • New York Times ).

Commission 302

Commission Budgeting Economics Retail 302

Abnormal Returns

DECEMBER 19, 2022

wsj.com) Institutional investors don't like paying property taxes. newsletter.abnormalreturns.com) Mixed media How retailers use holiday music to get you in the buying mood. (calculatedriskblog.com) There is a big difference between today's housing market and that of 2008. Then check out our weekly e-mail newsletter. npr.org).

Financial Advising 130

Financial Advising Retail Media Taxes 130

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. January retail surge: finding the signal in the noise Source: BofA Sign up for our reads-only mailing list here. Here’s your investing playbook.

Math 278

Math Advertising Food Retail 278

Abnormal Returns

DECEMBER 23, 2022

nytimes.com) Goldman Sachs' ($GS) retail banking push is getting derailed. on.ft.com) ETFs The Vanguard Short-Term Tax-Exempt Bond ETF ($VTES) is the firm's first ETF launch in 20 months. (aaronrupar.substack.com) Finance Wall Street bonuses are expected to be down 30-50% in 2022.

Financial Advising 195

Financial Advising Media Economy Retail 195

Trade Brains

JANUARY 26, 2024

is a retail mall developer and operator and has created a position in the Indian real estate business, whether it is through mega retail malls, entertainment complexes, commercial spaces, or hospitality units. million square meters of retail space spread across 9 malls in 6 gateway cities in India and has developed over 2.11

Retail 105

Retail Assets Accounting Management 105

The Big Picture

NOVEMBER 29, 2022

Washington Post ) See also How Amazon Become Ordinary : Amazon was never going to maintain a 50% market share of the growth in online retailing forever. Many retail investors have their money trapped or liquidated, while some institutional funds are unwinding. Here are key factors to consider before it’s too late.

Retail 141

Retail Advertising Startup Taxes 141

Zoe Financial

FEBRUARY 26, 2024

Separate from technology, retailers were also up this past week. S&P retail sector gained 1.8% 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.

Marketing 40

Marketing Marketing Retail Taxes 40

Cornerstone Financial Advisory

APRIL 22, 2024

A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% ” – Larry Niven Can You Claim The Child Tax Credit For Other Dependents? for the month, more than twice the consensus forecast.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

JANUARY 18, 2023

It comes with benefits like compounding, tax advantages, and cost savings. Even the legendary Warren Buffett admitted that his investment in Tesco, a retailer, had been a huge mistake. Retail investors who blindly follow ace investors invest a large portion of their portfolio in that particular stock.

Investing 98

Investing Investments Taxes Retail 98

Nationwide Financial

OCTOBER 17, 2022

Markets are attempting another bounce on Monday in reaction to the UK scrapping tax cut and emergency bond plans. While institutional investors remain on the sidelines, retail investors remain in buy-the-dip mode, with positive fund flows in seven-consecutive weeks. The Bank of America Bull & Bear Indicator remains at 0.0

Marketing 52

Marketing Marketing Retail Banking 52

Cornerstone Financial Advisory

MARCH 18, 2024

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. You must include all capital gains in your income, and you may be subject to the Net Investment Income Tax if your income is above certain amounts. Consult a qualified tax expert for help.

Marketing 90

Marketing Marketing Taxes Economics 90

Zoe Financial

MARCH 11, 2024

Retail sales. 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. Federal Reserve takes a good look at wage growth. As wage growth comes down, inflation cools down.

Marketing 40

Marketing Marketing Taxes Economics 40

Validea

MAY 5, 2023

While commercial paper, a short-term fixed-income security, is generally only sold to institutions and corporations, it’s accessible to retail investors through ETFs such as BlackRock’s Ultra Short-Term Bond, which has a 26% of its holdings in commercial paper and is up 0.5% so far this year. in 2023, according to the article.

Retail 52

Retail Taxes Portfolio Government 52

Cornerstone Financial Advisory

DECEMBER 11, 2023

Thursday: Retail Sales. “The whole fun of living is trying to make something better” – Charles Kettering Tax Tips For Children Or Grandchildren With Part-Time Job Many of us have kids or grandkids who work part-time. If they are self-employed, however, they may be responsible for paying these taxes directly to the IRS.

Marketing 87

Marketing Marketing Taxes Economics 87

Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. 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. Inflation came down. Headline CPI fell from 3.7 Core CPI fell from 4.1%

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Alpha Architect

AUGUST 26, 2022

Retail consumers, institutional investors, platform providers, gate-keepers, and so forth, will likely be aware of your previous performance and reputation as an asset manager/advisor and they can often read between the lines. Can You Keep Your Track Record After an ETF Conversion? was originally published at Alpha Architect.

Retail 66

Retail Taxes Assets Investing 66

Zoe Financial

FEBRUARY 12, 2024

Retail sales. Stay tuned for next week. 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. Coming up next week: January CPI numbers.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

Zoe Financial

JANUARY 16, 2024

Retail Sales on Wednesday. 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. Three consecutive monthly declines later: core prices for PPI increased 1.8%.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

Discipline Funds

NOVEMBER 17, 2023

Not only do we know that shelter is making inflation look irrationally high, but we also know that the most important retailers in the US economy are saying exactly what the CPI ex-shelter says. We live in the real world where we pay for inflation, taxes and fees over time. ONE POINT FIVE PERCENT. Inflation isn’t dead.

Financial Planner 109

Financial Planner Budgeting Taxes Asset Allocation 109

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. increase over October and a year-over-year increase of 3.1%.

Marketing 96

Marketing Marketing Taxes Economics 96

Cornerstone Financial Advisory

MARCH 11, 2024

Retail Sales. State and local income tax refunds may be taxable and should be reported on your federal taxes. If a policy is surrendered prematurely, the policyholder may also pay surrender charges and have income tax implications. The information in this material is not intended as tax or legal advice.

Marketing 79

Marketing Marketing Insurance Taxes 79

Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 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. What was driving both the stock and bond market action?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 16, 2023

Coming up next week: Retail sales and housing starts. 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. CPI Data: Headline CPI data for August came in at 3.7%.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 2023

Retail sales to see how the consumer is growing up. 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. Unemployment is still below 4%. Looking forward to next week: Core CPI data.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52