Zoe Financial

NOVEMBER 18, 2024

Overall, consumer balance sheets are in strong shape , especially when compared to the Great Recession (2006-2007). Discretionary income is currently around 11% , lower than the 13% seen in 2006-2007. Stay tuned for next week. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only.

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Marketing Marketing Taxes Economics 40

Random Roger's Retirement Planning

DECEMBER 2, 2024

If you put 3% into Ariba Networks into a diversified portfolio in 2000 or bought a house you could comfortably afford in 2007 then you had a setback but weren't blown up. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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Taxes Portfolio Investing Investments 52

Walkner Condon Financial Advisors

MARCH 16, 2023

This caused a fear over the weekend that we might see a repeat of 2007-2009. This explainer will lay out what happened, what the response was and why this is not like 2007-2009. Is this like 2007-2009? What happened at Silicon Valley Bank (and the other banks that failed): An old-fashioned bank run! In our view, no.

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Random Roger's Retirement Planning

FEBRUARY 28, 2025

If you have a taxable portfolio of at least $1 million where selling or rebalancing would hit very hard tax-wise, you can exchange your portfolio for shares in a 351 ETF. The S&P 500 hit 1500 in March 2000, then again in the fall of 2007 and then the third and final time in January, 2013.

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Darrow Wealth Management

OCTOBER 10, 2022

As an added bonus, Treasuries are exempt from state tax. Yields on Treasuries haven’t been this high since 2007 and it won’t continue forever. Though your portfolio is likely faring much worse year-to-date, since January 2007, the S&P 500 enjoyed an annualized total return of 8.2%, despite the major drop in 2022.

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Accounting Banking Certification Government 99

Cornerstone Financial Advisory

OCTOBER 9, 2023

When Treasury yields hit their highest level since 2007 on Tuesday, stock prices dropped, leaving the Dow Industrials in negative territory for the year. The Internal Revenue Service (IRS) has a handy tool called the Tax Withholding Estimator, which can help you manage having too much or too little tax withheld from your wages.

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Marketing Marketing Taxes Economics 105

Random Roger's Retirement Planning

NOVEMBER 21, 2024

To my knowledge, RYMFX was the first managed futures mutual fund and it had the space to itself for several years after in launched in 2007. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Check out the following.

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Asset Allocation Management Portfolio Taxes 52

Cornerstone Financial Advisory

OCTOBER 23, 2023

for the first time since 2007, while mortgage rates hit 8%–the highest level since mid-2000. Lastly, it’s important to remember to pay the correct taxes on this income throughout the year to manage owing additional taxes when you file. This information is not intended to substitute for specific individualized tax advice.

Marketing 105

Marketing Marketing Taxes Economics 105

Random Roger's Retirement Planning

OCTOBER 19, 2024

Yahoo comes to mind which I sold in the pre-market when the news was announced, this was maybe 2006 or 2007 and Kinder Morgan Partners when KMI was going to absorb it back in. I try to lessen the tax impact where I can but there's really very little offsetting available. Dividends are taxed in ordinary income rates.

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Portfolio Taxes Clients Financial Advisor 96

MainStreet Financial Planning

SEPTEMBER 16, 2022

While there are rules and stipulations for this one-time forgiveness, I will save that for another article, because I’d like to focus on another student loan forgiveness program that has been around since 2007 and receives so little attention, that most people often forget about it.

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Validea

SEPTEMBER 8, 2022

An opinion piece in the Financial Times contends that the focus on stock buybacks in the Inflation Reduction Act, which imposes a 1% excise tax on share repurchases, indicates a lack of understanding of the function of buybacks and the part they play in a healthy economy.

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Random Roger's Retirement Planning

JUNE 5, 2024

Starting back in 2007 or 2008 I wrote about his barbell portfolio idea that goes very high risk with 10% of the portfolio in search of asymmetric returns and then very conservative with the other 90%. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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Portfolio Retail Investing Investments 91

MazumaBusinessAccounting

OCTOBER 15, 2021

When the financial crisis hit in 2007, Claudia McKinney had no way of knowing it would mark the start of her new career. “It came to a point where tax season would roll around and I would start having PTSD,” she says. One of those solutions for Claudia was Mazuma , which helped take care of her bookkeeping and taxes.

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Accounting Taxes Media Numbers 98

The Irrelevant Investor

JUNE 8, 2021

million in taxes. Pro Publica is out with a new piece showing how many of the world's richest people, like Jeff Bezos, Elon Musk, and Carl Icahn, went years without paying any federal income taxes. In 2007, Bezos's net worth increased by $3.6 How much did he pay in federal income taxes? We need to simplify the tax code.

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Taxes Education Planning Investing 52

The Big Picture

SEPTEMBER 12, 2022

At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, 2007, I came over to Citi. And when you think about market timing was 2007 the best time to — to make a move, but it ended up being a perfect time actually long-term for — for my career. BITTERLY MICHELL: Always risk.

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Random Roger's Retirement Planning

OCTOBER 19, 2023

I wrote about it a couple of times for TheStreet.com, most recently on May 22, 2007. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. A funny note about PSP. The title of that article was Buyout Bust? Steer Clear of Private Equity ETF.

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Trade Brains

APRIL 12, 2023

which started as a microfinance lender in 2007. Equitas SFB posted a profit after tax of Rs 170 crore in Q3FY23 taking it’s trailing twelve months (TTM) net profit to Rs 503 crore against Rs 281 crore in FY22. Furthermore, the TTM profit after tax after Q3FY23 was Rs 982 crore. .) ₹7,800 EPS ₹4 Stock P/E 16 RoCE 7.2%

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Random Roger's Retirement Planning

JANUARY 22, 2024

Back in 2006 and 2007 there were far fewer funds available to help offset large stock market declines. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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Zoe Financial

OCTOBER 9, 2023

to 4.79, which is a yield level we had not seen since 2007. 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. The Bond Market Yield continued to rise. It was up 0.2%

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Marketing Marketing Financial Advisor Economics 52

Trade Brains

MAY 16, 2023

The same gets reflected in the revenue share of the enterprise with tobacco products contributing to a majority of 36% of the gross revenue and 81% of the total profit before interest and taxes. Novelis, a US aluminium company is a key subsidiary of Hindalco which it acquired in 2007. CMP ₹431 Market Cap (Cr.) Promoter Holding 34.6%

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Distribution Banking Retail Manufacturing 98

Darrow Wealth Management

MAY 22, 2023

The federal funds rate hasn’t been this high since 2007 when it peaked at 5.25%. Cash isn’t an investment strategy For individuals with upcoming cash needs, perhaps for a renovation, taxes, or college, staying liquid in a high yield money market or locking in returns with a Treasury ladder can make a lot of sense.

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The Irrelevant Investor

MARCH 5, 2018

Today in March 2013, after 1,974 days and a 54% drawdown, the Dow Jones Industrial Average recaptured all-time highs that were last seen in October 2007. The Dow was at 14,000, the CAPE ratio was under 18, unemployment was 7.5%, and the ten-year was yielding 1.9% s debt troubles."

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Marketing Marketing Banking Accounting 52

Cornerstone Financial Advisory

NOVEMBER 7, 2022

The yield on the two-year Treasury note rose to its highest level since 2007. Here are some things to know about ABLE accounts: This tax-advantaged savings account doesn’t affect their eligibility for government assistance programs. This information is not intended to be a substitute for specific individualized tax advice.

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Marketing Marketing Taxes Accounting 59

Random Roger's Retirement Planning

DECEMBER 3, 2023

It's total return CAGR going back to 2007 was +5.29% and price-only was -3.50%. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. It currently yields 10.55%. The last five years though tell a much different story.

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Random Roger's Retirement Planning

NOVEMBER 24, 2023

Sidebar, saying "no" to their offer of partnership in what I think was 2007 was one of the best decisions I ever made. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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Random Roger's Retirement Planning

AUGUST 12, 2024

Or you could look at the 2007 high which was within a few points of the 2000 high and say it took 12 years to double. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. From the high in 2000 it took until 2019 to double.

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Asset Allocation Portfolio Portfolio Management Assets 52

Investing Caffeine

MAY 2, 2022

No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. Please read disclosure language on IC Contact page.

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Electronics Economy CFP Investments 59

The Irrelevant Investor

APRIL 12, 2018

The article shows in the chart below that one in five borrowers are spending more than 45% of their pre-tax income on borrowing. The credit score at the 10th percentile is 645, up from a low of 576 in 2007. I'm a little dubious of this chart. Subprime mortgages fell off a cliff and have remained low since the housing bubble burst.

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Banking Taxes Numbers 52

Discipline Funds

FEBRUARY 17, 2023

It’s diverse, low fee and tax efficient. And the beauty is, you can do this in a highly tax and fee efficient manner if you have the patience to actually let the approach play out over time. It can be low fee, tax efficient and just as passive as other traditional indexing strategies.

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Portfolio Taxes Assets Marketing 52

Yardley Wealth Management

SEPTEMBER 14, 2022

2017: The year-end Tax Cuts and Jobs Act (TCJA) upends U.S. 2007: The Great Recession and global financial crisis begins. 2017: The year-end Tax Cuts and Jobs Act (TCJA) upends U.S. 2007: The Great Recession and global financial crisis begins. presidential election looms large. 2018: Two U.S. 2013: A 16-day U.S.

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Investments Investing Wealth Management Government 52

Random Roger's Retirement Planning

AUGUST 3, 2024

The fund has been around since 2007. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. The old school way to build this yourself would be to use the PIMCO Stocks PLUS Long Duration (PSLDX).

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Random Roger's Retirement Planning

JULY 15, 2024

Here's an article at theStreet.com from 2007 where I bagged on PSP. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. I would want to divide that sleeve up more if this was any sort of real portfolio I was going to implement.

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Trade Brains

SEPTEMBER 17, 2024

What are the tax implications for unlisted shares? Tax implications differ for unlisted shares. If sold within 24 months, profits face short-term capital gains tax at the marginal rate. After 24 months, long-term capital gains tax applies at 20% with indexation benefits. crores to ₹939.6 crores in FY23 from ₹188.5

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Brown Advisory

SEPTEMBER 21, 2022

The idea has since been refined more quantitatively, first by Benoit Mandelbrot in his 1982 book, The Fractal Geometry, and more recently by Nassim Nicolas Taleb in his 2007 book, The Black Swan: The Impact of the Highly Improbable, and then again in his 2012 book, Antifragile: Things That Gain from Disorder.

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Random Roger's Retirement Planning

JULY 24, 2024

From May 2007 to when it bottomed in March 2009, it fell 60%. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. I believe the first dividend ETF was the iShares Dividend Select ETF (DVY).

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Portfolio Taxes Numbers Marketing 52

Random Roger's Retirement Planning

JULY 5, 2024

It made me feel even luckier to have stumbled across the strategy back in 2007. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. According to Katie Kaminsky at Alpha Simplex, 95% of the assets in managed futures are from institutional investors.

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Management Portfolio Assets Taxes 52

Nationwide Financial

JUNE 5, 2023

And of those expecting a recession, the majority believe it will be as bad or worse than the Great Recession of 2007-2009. Though inflation remains the most significant perceived risk for business owners, more than two-thirds expect a recession before the end of 2023. It’s important to remember that most recessions in the U.S.

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Economics Risk Management Clients Planning 52