Brown Advisory

JANUARY 20, 2023

We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s.

Accounting 100

Accounting Compliance Taxes Banking 100

Carson Wealth

JUNE 10, 2024

An aging population, with more people retiring and leaving the labor force every day, can also make the numbers noisier. That’s only slightly below the high from last summer, and above anything we saw between 2001 and 2019 (when it peaked at 80.4%). in April, and it rose to a new record of 75.7%

Marketing 142

Marketing Marketing Economy Numbers 142

Carson Wealth

JULY 8, 2024

That’s only slightly below the high from last summer, and above anything we saw between 2001 and 2019 (when it peaked at 80.4%). Compliance Case # 02311458_070824_C The post Market Commentary: Best Calendar Month Over the Last 20 Years Holding True appeared first on Carson Wealth.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

MARCH 11, 2024

Retirement funds had been demolished and there was very little hope. Definitional issues around labor force participation (how the unemployment rate is calculated) and demographics (an aging society, with more people retiring every day) is why I prefer the prime-age (25-54 years) employment-population ratio. That went up from 80.6%

Marketing 96

Marketing Marketing Economy Retirement 96

Carson Wealth

SEPTEMBER 5, 2023

As baby boomers retire, they leave the labor force.) Encouragingly, the prime-age employment-population ratio was unchanged at 80.9%, which is the highest level it has been since 2001. Compliance Case # 01891261_090523_C The post Market Commentary: This Is What Normal Looks Like appeared first on Carson Wealth.

Marketing 86

Marketing Marketing Economy Compliance 86

Carson Wealth

OCTOBER 7, 2024

That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). Compliance Case # 02444496_100724_C The post Market Commentary: Stocks in the Middle of Some Amazing Streaks While Job Growth Perks Up appeared first on Carson Wealth. The prime-age employment population ratio was unchanged at 80.9% in September.

Marketing 95

Marketing Marketing Economy Economics 95

Brown Advisory

JANUARY 20, 2023

We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s.

Accounting 52

Accounting Compliance Taxes Banking 52