Abnormal Returns

JANUARY 16, 2023

(standarddeviationspod.com) Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game. thinkadvisor.com) What you need to know about inherited IRAs in 2023.

Financial Advising 130

Financial Advising Wealth Advisor Tax Planning Financial Advice 130

Zoe Financial

JUNE 5, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was up 1.8% for the week. May was fairly flat at 0.4%, but year-to-date at 11.5%. Nasdaq was up 2% for the week and is now up more than 26% year-to-date.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

MAY 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 23, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was up 1.6% for the week. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

WiserAdvisor

JANUARY 27, 2023

2023 may see several changes with respect to retirement plans, Social Security, etc., Consider consulting with a wealth advisor who can guide you on how to preserve as well as increase your wealth in 2023. HNW wealth management – Tips for 2023 1. They can buy low and sell high to lock in gains.

Wealth Management 52

Wealth Management Taxes Financial Planner Assets 52

Harness Wealth

MARCH 9, 2023

Reddit is planning an IPO for the second half of 2023. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. As of now, Reddit has yet to announce a date for its initial public offering (IPO), but all signs are pointing to the second half of 2023.

Planning 52

Planning Taxes Advertising Commission 52

WiserAdvisor

AUGUST 31, 2023

A financial advisor can help you estimate your life expectancy and use this information to design a portfolio that provides sufficient income for your lifetime. A financial advisor can craft tax-efficient withdrawal strategies to minimize the tax burden on your retirement income.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Darrow Wealth Management

SEPTEMBER 7, 2023

Although the spread is still considerable, at the 22% statutory withholding rate for non-qualified stock options (if under $1M), the tax due with simple hypothetical math is ‘only’ about $38,500. That said, tax planning moves done in advance can also easily be negated by a sales plan that’s too bullish.

Wealth Management 82

Wealth Management Taxes Tax Planning Valuation 82