Nerd's Eye View

NOVEMBER 24, 2023

Also in industry news this week: A recent survey indicates that about 98% of clients are at least somewhat satisfied with their financial advisor and that an advisor’s ability to provide peace of mind when it comes to finances is a key driver of this satisfaction A study indicates that advisors can potentially boost client referrals by using (..)

Financial Planner 246

Financial Planner Communication Insurance Advertising 246

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Calculated Risk

SEPTEMBER 17, 2023

On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. Perhaps the most important forecast is the 2024 median, which we think will shift up by 25bp to 4.875%, reflecting just 75bp of cuts next year." March 2023 0.0

Banking 288

Banking Economics Economy Communication 288

Nerd's Eye View

JANUARY 26, 2024

Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advisor Retirement 246

Nerd's Eye View

JULY 8, 2024

After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) We look forward to continuing the journey with you through the rest of 2024! interest rates, and relatively little new tax legislation (yet).

Ethics 239

Ethics Education Financial Advice Taxes 239

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Source: Investors Business Daily – Econoday economic calendar; February 19, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Economics Taxes 105

The Big Picture

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” What was the 1960s equivalent of “ Okay, Boomer ”…?

Numbers 334

Numbers Communication Media Investing 334

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. Thursday: Jobless Claims. Consumer Price Index.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

JANUARY 16, 2024

1,2,3,4,5 Source: YCharts.com, January 13, 2024. That number was higher than the 3.2 Source: Investor’s Business Daily, Econoday economic calendar; January 10, 2024 The Econoday economic calendar lists upcoming U.S. CNBC.com, January 8, 2024. CNBC.com, January 9, 2024. CNBC.com, January 10, 2024.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. CNBC.com, January 29, 2024 2. EIA Petroleum Report.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

FEBRUARY 19, 2024

3 Source: YCharts.com, February 17, 2024. Inflated Perspective Consumer Price Index data was one of the big pieces of news driving markets last week, with January’s numbers coming in at 3.1 Source: Investors Business Daily – Econoday economic calendar; February 15, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

4 Source: YCharts.com, March 23, 2024. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. WBA) Source: Zacks, March 19, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 22, 2024 2.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. 3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. CNBC, March 15, 2024 4.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 Copyright 2024 FMG Suite.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. AMAT), Deere & Company (DE) Source: Zacks, February 8, 2024 Companies mentioned are for informational purposes only. CNBC.com, February 9, 2024 4.

Marketing 105

Marketing Marketing Economics Taxes 105

Ballast Advisors

AUGUST 16, 2023

The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). What’s changed for 2024? Here are the updated key tax numbers relating to HSAs for 2023 and 2024.

Accounting 52

Accounting Numbers Medical Taxes 52

Indigo Marketing Agency

JULY 23, 2024

Clear, Direct Content The content gets straight to the point, with a headline that instantly communicates what PFA does, who they serve, and their location, while providing a clear call to action. The post Websites for Financial Advisors: What’s Working in 2024 appeared first on Indigo Marketing Agency. Reach out to us anytime.

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

Steve Sanduski

DECEMBER 10, 2024

And in an M&A transaction, you can bet that if something isn’t sitting right with the seller, there are probably a significant number of RIA buyers who are struggling to achieve alignment around culture and goals in their new, bigger firms. Typical runway length towards M&A.

Communication 59

Communication Consulting Management Numbers 59

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

As we move into 2024, we must consider the important factors causing this trend and affecting the future of charitable giving. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable.

Nonprofit 89

Nonprofit Distribution Government Taxes 89

Carson Wealth

DECEMBER 31, 2024

The simplest form of estate equalization would be dividing all your assets equally by the number of children you have. As of 2024, you are able to give up to $18,000 annually ($36,000 for a married couple), to as many people as you want, tax-free. This number is $13.61 million per person in 2024. Simple division, right?

Estate Planning 52

Estate Planning Planning Taxes Distribution 52

The Big Picture

MARCH 6, 2024

March 6, 2024) Investors hate inflation. I do worry sometimes that investors get pulled around by the latest number. Okay, Jay Powell goes out after the committee meeting in December 2023 and does a press conference – another one of the Fed’s new tools is communication policy, like what the, what J Powell says.

Economy 279

Economy Food Communication Consulting 279

Dear Mr. Market

MARCH 17, 2024

Click here or below to see or enlarge the entire bracket for 2024. In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year.

Investing 93

Investing Investments Portfolio Assets 93

Trade Brains

MARCH 29, 2024

Bharti Hexacom IPO Review 2024: Bharti Hexacom is coming up with its IPO issue of Rs. 4,275 Cr which will open on 3rd April 2024. The issue will close on 5th April and be listed on the exchange on 12th April 2024. Today, Bharti Hexacom offers its communication services as Airtel in a synergistic manner to its customers.

Government 59

Government Communication Valuation Consulting 59

Cornerstone Financial Advisory

JULY 1, 2024

6 Source: YCharts.com, June 29, 2024. Divergent Speakers Federal Reserve officials have worked to communicate that despite the progress made on inflation in recent months, it remains above the Fed’s 2 percent target. KALV) Source: Zacks, June 25, 2024 Companies mentioned are for informational purposes only. FOMC Minutes.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 8, 2024

3 Source: YCharts.com, July 6, 2024. Source: Investors Business Daily – Econoday economic calendar; July 5, 2024 The Econoday economic calendar lists upcoming U.S. C), The Bank of New York Mellon Corporation (BK) Source: Zacks, July 5, 2024 Companies mentioned are for informational purposes only. IRS.gov, May 7, 2024 8.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 29, 2024

Weekly Market Insights | July 29th, 2024 Down Corporate Reports Shake Investors Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. 4 Source: YCharts.com , July 27, 2024. The Dow Jones Industrial Average picked up 0.75

Marketing 52

Marketing Marketing Taxes Pharmaceutical 52

Investment Writing

MAY 7, 2024

Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” You might also enjoy “ Investment commentary numbers: How to get them right.” For a handy overview of my approach to investment commentary, you can buy my mini e-book.

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Cornerstone Financial Advisory

APRIL 22, 2024

1,2 On Tuesday, remarks from Fed Chair Jerome Powell indicated a shift in thinking—from being confident to not-so-confident about interest rate cuts in 2024. 5 Source: YCharts.com, April 20, 2024. Source: Investors Business Daily – Econoday economic calendar; April 18, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MAY 21, 2024

Source: YCharts.com, May 18, 2024. The top-level CPI numbers (known as headline inflation) tend to be less important than what’s underneath: core inflation (CPI minus volatile food and energy prices) in the Fed’s eye. INTU) Source: Zacks, May 17, 2024 Companies mentioned are for informational purposes only. New Home Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Transfer After Death The IRS does impose a federal estate tax—though the exemption limit in 2024 is at a historically high rate of $13.61

Planning 52

Planning Estate Planning Taxes Assets 52

Cornerstone Financial Advisory

JUNE 3, 2024

Source: YCharts.com, June 1, 2024. Source: Investors Business Daily – Econoday economic calendar; May 31, 2024 The Econoday economic calendar lists upcoming U.S. DLTR) Source: Zacks, May 31, 2024 Companies mentioned are for informational purposes only. CNBC.com, May 30, 2024 2. CNBC.com, May 31, 2024 3.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 5, 2024

Weekly Market Insights | August 5th, 2024 Stocks Fall, Concerns Rise. It was a big week for Q2 corporate reports, with five of the ten largest names in the S&P 500 (by market capitalization) reporting numbers. 5,6 Source: YCharts.com, August 3, 2024. The Wall Street Journal, August 2, 2024 2. Fed Balance Sheet.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MAY 13, 2024

4,5 Source: YCharts.com, May 11, 2024. Source: Investors Business Daily – Econoday economic calendar; May 10, 2024 The Econoday economic calendar lists upcoming U.S. AMAT), Deere & Company (DE) Source: Zacks, May 10, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, May 10, 2024 2.

Marketing 52

Marketing Marketing Economics Taxes 52

Sara Grillo

APRIL 28, 2023

When : Wednesday, March 13th – Thursday, March 14th, 2024 Where : DoubleTree by Hilton St. Louis, Missouri, 63134 Transparency is the single most powerful force that exists in realm of human communication. We are limiting the number of spots intentionally to allow for more peer-to-peer interaction and practical, hands-on learning.

CFP 52

CFP Taxes Sales Financial Advisor 52

Darrow Wealth Management

MARCH 29, 2024

This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision. Taxpayers pay whichever number is higher: their tax due under AMT or the regular system. See 2024 tax brackets and rates. These higher limits are scheduled to sunset in 2026.

Taxes 96

Taxes Tax Planning Planning Wealth Management 96

Trade Brains

SEPTEMBER 26, 2024

This expansion has transformed how Indians communicate and access information in their daily lives. crore in April 2024. CAGR between 2024 and 2029 going from $48.61 Market Share In 2024, the telecom market in India is dominated by four major players. lakh subscribers following the tariff hike in July 2024.

Government 98

Government Communication Marketing Marketing 98

Cornerstone Financial Advisory

APRIL 1, 2024

All three of the major averages posted gains for Q1 2024. 4 Source: YCharts.com, March 30, 2024. Source: Investors Business Daily – Econoday economic calendar; March 27, 2024 The Econoday economic calendar lists upcoming U.S. Last week’s riddle: Which positive whole number can you add 1.5 CNBC.com, March 25, 2024 3.

Marketing 52

Marketing Marketing Economics Taxes 52