The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right?

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

SEPTEMBER 15, 2023

New York Times ) Be sure to check out our Masters in Business interview this weekend with Elizabeth Burton , Managing Director and Client Investment Strategist at Goldman Sachs Asset Management. ( BBC ) • Kevin McCarthy Dares GOP Critics to Try to Oust Him : House speaker is working to avert a government shutdown.

Wealth Management 261

Wealth Management Management Investments Investing 261

The Big Picture

NOVEMBER 27, 2023

Low Stakes : The most successful market timers are often those people who do not have actual assets at risk. My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. It’s utterly laughable. I sure as hell don’t want to either.

Marketing 304

Marketing Marketing Math Retirement Planning 304

BlueMind

NOVEMBER 24, 2022

Category: Client Relations. The demands of high-net-worth clients are no small feat and can be challenging and daunting to deal with, to say the least. However, acquiring and retaining an HNW client is every financial advisor’s dream. Related: Effective Strategies To Deal With Difficult Clients.

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Clients Insurance Financial Advisor Assets 98

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. We are closing 2017 with nearly the same stance as last year. Spotlights for Prudent Planning in 2017.

Planning 52

Planning Taxes Clients Tax Planning 52

The Big Picture

NOVEMBER 20, 2023

My firm RWM uses Canvas for those clients who want their portfolios to reflect their values. Discussed with Ari Rosenbaum of O’Shaughnessy Asset Management in “ At the Money: Aligning Investments With Personal Values.” (Oct 4 Consider ESG in the context of U.S. Oct 31, 2023) 4.

Taxes 195

Taxes Portfolio Investing Investments 195

Carson Wealth

DECEMBER 8, 2023

One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). Plan for the Expiration of TJCA 2017 The biggest change to the Tax Cuts and Jobs Act of 2017 is that the gift and state tax exemption amounts will revert to the 2017 level of $5 million plus inflation adjustments for 10 years.

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Planning Retirement Planning Taxes Retirement 143

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. I've mentioned before having a couple of clients who've been taking out 10 ish percent, one for 20 years and the other for 18 years. I took the above picture in 2017. Listen to the podcast.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

eMoney Advisor

NOVEMBER 10, 2022

As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. If your clients need a little nudge to get going on creating or updating an estate plan , these three examples might help illustrate the consequences of when wealth transfer goes awry.

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Estate Planning Clients Planning Financial Planner 78

The Big Picture

SEPTEMBER 18, 2023

The Guardian ) Be sure to check out our Masters in Business interview this weekend with Elizabeth Burton , Managing Director and Client Investment Strategist at Goldman Sachs Asset Management. The Massachusetts senator explains why we need an FCC for Big Tech. (

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Startup Government Retirement Investments 130

Nationwide Financial

AUGUST 29, 2022

Tax rates are unlikely to go down, so discuss tax implications and legislation with your clients today. The Tax Cuts and Jobs Act, which passed at the end of 2017 and established current income tax rates, is scheduled to “sunset” at the end of 2025. If the TCJA sunsets, the 2017 tax brackets will have to be indexed from 2017 numbers.

Taxes 98

Taxes Retirement Accounting Budgeting 98

Brown Advisory

OCTOBER 16, 2017

How We Advise Clients With Concentrated Positions achen Mon, 10/16/2017 - 10:00 “Strategic advice” is a very open-ended term, but when we use it, we have a specific meaning in mind. In many cases, the solution we deliver to a client may be a straightforward answer to a clear request.

Clients 52

Clients Taxes Assets Investing 52

Brown Advisory

OCTOBER 16, 2017

How We Advise Clients With Concentrated Positions. Mon, 10/16/2017 - 10:00. We think of our role in relatively simple terms: Our job is to listen to each of our clients, understand the unique nature of their challenges and aspirations, and then deliver effective and creative solutions that help them achieve their goals.

Clients 52

Clients Taxes Assets Investing 52

Brown Advisory

NOVEMBER 8, 2018

Private Credit: A Surprisingly All-Weather Asset Class. Private credit has experienced a post-recession boom, but with rates rising steadily and default risk possibly increasing as well, some view the asset class with caution. Does the asset class still make sense in this environment? Thu, 11/08/2018 - 09:35.

Assets 52

Assets Portfolio Investments Investing 52

eMoney Advisor

MAY 9, 2023

In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. And are you specifically measuring what matters to the client? Referrals Per Client: 2.68

Clients 101

Clients B2C Financial Services Financial Advisor 101

Harness Wealth

JANUARY 10, 2025

Internal Revenue Code (IRC) allows businesses to deduct the full purchase price of certain depreciable assets, including vehicles, in the year of purchase rather than depreciating them over time. Cryptocurrency may be a relatively new way to earn or trade money, however, the IRS has clear rules that apply to digital assets.

Taxes 52

Taxes Assets Media Education 52

BlueMind

MAY 26, 2022

Category: Client Relations. Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Failing to deal with difficult clients will not only lead to an upset client looking to terminate the contract but could also become a source of reputational damage.

Clients 52

Clients Certified Financial Planner Financial Advisor Financial Planner 52

Nationwide Financial

MARCH 6, 2023

One strategy is to accumulate deductions that a client would normally take over 2 years into a single year. Like individuals, businesses holding investments and other capital assets should consider other income, gains, and losses when determining when to sell capital assets. Also consider the capital gains rates brackets.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

BlueMind

DECEMBER 23, 2022

You will Like: How Advisors Deal With High Net Worth Clients. Deciding to chase after bigger commissions and targeting high net worth clients, he begins his own firm selling penny and IPO stocks. Moreover, be aware of assets sold at a heavily discounted price (also known as a fire sale.) Ozark Drama Series (2017 – 2022).

Financial Advisor 98

Financial Advisor Commission Clients Management 98

Random Roger's Retirement Planning

SEPTEMBER 3, 2022

I compare the portfolio to 100% in Vanguard Balanced Index Fund (VBAIX) and I sort of recreate client and personal holding Standpoint Multi-Asset (BLNDX) with a longer time frame in Portfolio 3. I've owned FLOT for clients for ages as well as a short term TIPS fund from another provider for ages. Here are the results.

Portfolio 68

Portfolio Clients Assets Accounting 68

Brown Advisory

NOVEMBER 1, 2019

Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. As detailed in prior publications, the 2017 Tax Act changed important aspects of federal income, estate, gift, and generation-skipping transfer (GST) tax law. Fri, 11/01/2019 - 13:44.

Planning 52

Planning Taxes Clients Assets 52

Steve Sanduski

NOVEMBER 21, 2023

Guest: Eric Becker , the Co-Founder and Co-Chairman of Cresset Capital Management, an award-winning multi-family office with over $40 billion in assets under management. In a Nutshell: When your clients are facing a moment of truth at those intersections of life and money, are you their first call?

Clients 59

Clients Management Assets Marketing 59

Validea

AUGUST 5, 2022

Venture firm Andreessen Horowitz, known as a16z, has hired former Jordan Park Group CIO Michel Del Buono to head up its new business managing the wealth of many of the clients it helped make rich. With managers charging 1% of the assets they handle, profit margins can get up to 50%, and growth can skyrocket quickly.

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Management Wealth Management Startup Engineering 59

Brown Advisory

NOVEMBER 28, 2018

Each year, we send a letter to clients to help guide our year-end planning discussions with them and to offer ideas for them to consider with their other advisors. This year, two substantive factors—the 2017 tax overhaul and rising interest rates—will be important considerations in our year-end planning work. Wed, 11/28/2018 - 08:38.

Planning 52

Planning Taxes Clients Estate Planning 52

Trade Brains

JUNE 14, 2024

It plays a crucial role in providing full service commercial banking which involves catering to retail, MSME (micro, small and medium enterprise) and corporate clients. In 2017 RBI also found that Yes bank’s NPA were closer to rupees 8,000 crores but the bank declared it had only NPA’s worth rupees 2000 crores.

Banking 105

Banking Retail Accounting Assets 105

The Irrelevant Investor

AUGUST 25, 2018

Finance write: This could put advisors in tough situations, the advisor recalled, when they would be faced with the dilemma of putting a client in an investment that may not have been the best choice for them or risk their bonus. Tara Siegel Bernard writing for the New York Times highlighted abuse occurring at J.P. Morgan (emphasis mine).

Ethics 52

Ethics Commission Financial Planner Financial Advisor 52

Brown Advisory

SEPTEMBER 11, 2018

Chart 1: Delinquency Rates Falling; Inflation-Adjusted Home Prices Well Below Pre-Crisis Peak, 2000-2017. in 2017, down from a peak of 10.9% Mix of Borrower FICO Scores: Non-agency Mortgage Origination, 2005 vs. 2017). It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Marketing 52

Marketing Marketing Clients Assets 52

Trade Brains

JANUARY 24, 2024

Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). As of 2023, the industry boasts a staggering AUM (assets under management) of over Rs 39.4 in FY18 to 15.2%

Wealth Management 59

Wealth Management Clients Distribution Assets 59

Random Roger's Retirement Planning

OCTOBER 10, 2023

I think there might be things to take away from how Yale allocates its assets when you can find those articles but I don't think it is realistic to think Yale can be mimicked. I instead used the AQR Multi-Asset Fund (AQRIX) which we looked at the other day and which Rod Gordillo noted would be a better proxy for risk parity.

Portfolio 98

Portfolio Assets Management Marketing 98

Brown Advisory

MARCH 30, 2018

Throughout 2017, our meetings and conversations with clients very frequently focused on the topic of risk. While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. Fri, 03/30/2018 - 11:57.

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Asset Allocation Portfolio Assets Valuation 52

Harness Wealth

DECEMBER 30, 2024

Before 2017, employees who received RSU or NSO equity compensation faced a dilemma. The 83(i) election was introduced as part of the Tax Cuts and Jobs Act of 2017 to address this issue. Consequently, it wasnt unheard of for employees to decline equity compensation altogether because the tax risk was too great.

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Harness Wealth

JULY 29, 2024

However, awareness is key, both for clients and advisors. In this article, we discuss six topics and trends that tax professionals should be aware of to win the information battle as a trusted resource for clients. No Step-Up in Basis for Grantor Trust Assets Grantor trusts serve as an effective tool in estate planning.

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59

Brown Advisory

OCTOBER 16, 2017

Family Wealth Transfer Options achen Mon, 10/16/2017 - 10:49 Families can use a variety of strategies to reduce their estate tax burden. One of those is gifting assets from one generation to the next. Moreover, gifts to so-called dynasty trusts may insulate gifted assets from estate tax for multiple generations.

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Taxes Assets Estate Planning Valuation 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 10:49. One of those is gifting assets from one generation to the next. By using various exemptions and exclusions, you can gift a certain amount of assets to your family members without triggering gift taxes, thereby reducing the size of your taxable estate. Family Wealth Transfer Options.

Taxes 52

Taxes Assets Estate Planning Valuation 52

Brown Advisory

OCTOBER 16, 2017

Philanthropic Options achen Mon, 10/16/2017 - 11:19 Philanthropic giving is an essential component of many of our clients’ long-term financial plans. Finally—in keeping with the topic of this publication—there is the choice of which assets the client will donate. Private foundations are a third option.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 11:19. Philanthropic giving is an essential component of many of our clients’ long-term financial plans. Finally—in keeping with the topic of this publication—there is the choice of which assets the client will donate. Many of our clients’ first instinct is to make charitable gifts with cash.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

MARCH 27, 2023

money that can be withdrawn at any time and without notice) and simultaneously creates a portfolio of assets by lending out a majority of those customer deposits in the form of loans. This system is known as having an asset-liability mismatch. A bank’s primary asset (i.e. It takes in liabilities known as demand deposits (i.e.

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Banking Economics Insurance Assets 90