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Weekend Reading For Financial Planners (April 22-23)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that in a settlement with the SEC, robo-advisor platform Betterment agreed to pay a $9 million penalty for allegedly misstating the frequency that its automated tax-loss harvesting system was scanning some client accounts between (..)

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The Greatest Missed Opportunity of Our Lifetimes

The Big Picture

Your grandchildren will blame the toxic combination of incompetency and ideology for the massively increased carrying costs of unfunded spending and tax cuts. Note that we undertook much of the work anyway (airports, electrical grid, roads, etc.), just decades later at a much greater cost. All simply unnecessary.

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The Great Resignation Is Long Over

The Big Picture

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). Then came the pandemic, and a huge federal worker subsidy. Workers upskilled and launched new businesses.

Medicine 332
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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes 101
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The “Art” of Market Timing

The Big Picture

This is before we get to the issue of capital gains taxes, which create a hurdle of (minimum) 20% on those pesky profits just to get to breakeven. Not only are the odds stacked against you, but very often systems that have successfully timed the market have been simply lucky, and do not succeed in out-of-sample tests.

Marketing 305
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September 2016 Insights on Markets and Investments

Brown Advisory

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

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September 2016 Insights on Markets and Investments

Brown Advisory

September 2016 Insights on Markets and Investments. Mon, 09/12/2016 - 01:00. Alternative Investments Proposed Tax Law Changes Prompt Estate Planning Review. Consequently, investors need to build a solid defensive position while seizing opportunities that arise amid the instability. By Edward Dunn, Strategic Advisor ?