Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

The Big Picture

MAY 9, 2024

Not if you spend tax season on a boat! TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American. A good start would be eliminating all of the terrible FinTok advice on taxes, day trading and investing.

Media 336

Media Taxes Math Investing 336

Nerd's Eye View

DECEMBER 25, 2023

And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

Nerd's Eye View

JULY 3, 2023

Welcome to the July 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

The Big Picture

NOVEMBER 2, 2023

Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be – over. But this after-the-fact story does not resonate as truth with me, as it looks more like the 10% market correction of October 2023 has ended. Cash in No Longer Trash : TINA is officially over.

Taxes 288

Taxes Portfolio Marketing Marketing 288

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. The maximum for 2022 is $61,000, this has been increased to $66,000 for 2023. These have been increased to $66,000 and $73,500 for 2023. Eligibility.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Abnormal Returns

JULY 9, 2023

Markets 10 surprises from 2023, so far, including higher interest rates for longer. bilello.blog) In 2023, tech stocks have snubbed the Fed. wsj.com) There is no Social Security trust fund to invest. crr.bc.edu) We are going to need a replacement for the gasoline tax. nytimes.com) How expanded child tax credits were used.

Financial Advising 246

Financial Advising Taxes Economy Media 246

Carson Wealth

DECEMBER 5, 2024

Here are some examples of the impact: 1 In 2023, Americans donated $557.16 The Tax Impact of Charitable Giving The personal financial and income tax impact from charitable giving can affect the size of the gift and the timing of giving. It provides us the opportunity to support causes we believe in and make a positive impact.

Taxes 112

Taxes Nonprofit Accounting Assets 112

Cordant Wealth Partners

NOVEMBER 18, 2024

We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.

Taxes 52

Taxes Tax Planning Nonprofit Accounting 52

Calculated Risk

MAY 29, 2023

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 Mar 2023 0.0 on a seasonally adjusted annual rate (SAAR) basis, and Q2 GDP is tracking 1% to 2% , the FOMC is essentially projecting GDP will decline over the last 2 quarters of 2023.

Sales 363

Sales Economy Banking Economics 363

Calculated Risk

DECEMBER 7, 2022

Now it seems like most forecasts are for a recession in 2023. One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. My answer is: Maybe.

Sales 361

Sales Economy Engineering Investing 361

Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Nerd's Eye View

SEPTEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets (..)

Financial Planner 246

Financial Planner Investment Advisor Financial Advisor Clients 246

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Abnormal Returns

SEPTEMBER 10, 2024

Strategy Joe Wiggins, "Any investment is only as good as our ability not to make bad choices while we own it." spyglass.org) Apple owes Ireland a lot of money in back taxes. behaviouralinvestment.com) Why so many market moves are seemingly paradoxical. demystifyingmarkets.com) On the difference between risk and uncertainty.

Financial Advising 278

Financial Advising Media Taxes Economy 278

The Big Picture

APRIL 3, 2023

Guess they were hedged or holding physical assets like timber or oil or gold in large enough quantities to offer the market declines shown below: Alternatively, the actual reported values could be fabricated nonsense, which if reported accurately might cause some consternation or require a tax increase.

Assets 312

Assets Consulting Taxes Marketing 312

Alpha Architect

SEPTEMBER 6, 2024

Adding Leveraged, Long-Short Factor Strategies to Improve Tax Alpha was originally published at Alpha Architect.

Taxes 105

Taxes Investments Investing 105

Abnormal Returns

DECEMBER 24, 2023

(mathinvestor.org) Everything forecasters got wrong in 2023. nytimes.com) Strategy The stock market was up big in 2023, but it wasn't easy. awealthofcommonsense.com) You can only benefit from a stock market recovery if you are invested. wsj.com) The employee-retention tax credit, or ERC, is a hot mess. immigration.

Financial Advising 259

Financial Advising Media Taxes Economy 259

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. ” to pass by the end of the year, while passage of other proposed tax measures appears to be less likely.

Financial Planner 240

Financial Planner Financial Advisor Retirement Planning Medical 240

The Big Picture

SEPTEMBER 14, 2023

For all the WuTang fans: Spectacular California Sunset The post Future Proof 2023: That’s a Wrap! If you have any sort of FOMO now is the chance for you to save the date for next year and make sure you get your butt out there: Future Proof 2024 will be September 15-18 th , 2024 See you there next year!

Wealth Management 147

Wealth Management Risk Management Management Taxes 147

The Big Picture

AUGUST 30, 2023

1 The Executive Summary gives you the flavor of the timing issue: “The persistent gap between the returns investors actually experience and reported total returns makes cash flow timing one of the most significant factors—along with investment costs and tax efficiency—that can influence an investor’s end results.

Assets 243

Assets Investing Investments Taxes 243

Abnormal Returns

FEBRUARY 13, 2023

Podcasts Daniel Crosby talks with Tom Howard about behavioral finance vs. behavioral investing. mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. citywire.com) Taxes Five tax mistakes to avoid when it comes to stock options, RSUs, etc.

Clients 245

Clients Retirement Financial Services Taxes 245

The Big Picture

NOVEMBER 27, 2023

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. 3 Imagine a private placement memorandum seeking to raise money based on “ decades of honed instincts ” as an investment model. It’s utterly laughable. By Jeff Sommer New York Times, Nov.

Marketing 304

Marketing Marketing Math Retirement Planning 304

Nerd's Eye View

OCTOBER 1, 2022

A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions. What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Talon Wealth

NOVEMBER 12, 2024

Even though retirees have contributed throughout their careers, a portion of those benefits could still be taxed, depending on your total income. Here’s how it breaks down for 2023-2024: If a couple’s total retirement income is between $32,000 and $44,000, up to 50% of Social Security benefits could be taxable.

Taxes 52

Taxes Planning Retirement Planning Tax Planning 52

Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 246

Financial Planner Compliance CFP Clients 246

Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. They paid $300,000 for the house.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

MainStreet Financial Planning

MARCH 7, 2023

It is March…that means you have just about 5 weeks left to get organized and submit your tax return. The tax deadline is April 18, 2023 (some taxpayers in disaster areas in California, Georgia and Alabama have an extended deadline). Gathering all your documents is crucial to complete a tax return free of mistakes.

Taxes 98

Taxes Retirement Planning Distribution Planning 98

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Source: Econoday, September 22, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, September 22, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 111

Marketing Marketing Taxes Economics 111

MainStreet Financial Planning

MARCH 14, 2024

As April 15th approaches, taxpayers across the country are gearing up to fulfill their annual obligation – filing taxes. Whether you’ve already submitted your returns or are yet to tackle the paperwork, now is the perfect time for a tax check-up. Other Resources Should I do my own taxes?

Taxes 97

Taxes Retirement Planning Healthcare Retirement 97

Cornerstone Financial Advisory

OCTOBER 2, 2023

Source: Econoday, September 29, 2023 The Econoday economic calendar lists upcoming U.S. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 111

Marketing Marketing Taxes Economics 111

Abnormal Returns

DECEMBER 20, 2023

(tonyisola.com) More retirees are seeing their Social Security benefits taxed. financialsamurai.com) Investing Five ways you lost money in 2023 including overtrading. nytimes.com) A look at alternatives to the safe withdrawal rate approach. ofdollarsanddata.com) What's changing for retirement accounts in 2024.

Retirement 279

Retirement Portfolio Accounting Taxes 279

Cornerstone Financial Advisory

DECEMBER 26, 2023

Source: Econoday, December 22, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 22, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Taxes 105

Taxes Investment Advisor Sales Investing 105

Cornerstone Financial Advisory

OCTOBER 9, 2023

Source: Econoday, October 6, 2023 The Econoday economic calendar lists upcoming U.S. BLK) Source: Zacks, October 6, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Trade Brains

DECEMBER 18, 2023

Top 5 Tax Havens In The World : Where most of us are already annoyed by the mere thought of paying income taxes, have you ever wondered how super-rich people avoid taxes legally? They park their money in tax-haven countries where it’s easy to evade taxes. What’s a Tax Haven? Top 5 Tax Havens In The World I.

Taxes 105

Taxes Government Sales Insurance 105

Cornerstone Financial Advisory

JULY 10, 2023

Source: Econoday, July 7 , 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 7 , 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105