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And as 2024 draws to a close, we wanted to highlight 24 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).
Here is a review of the Ten Economic Questions for 2024. There were many promises made during the campaign that obviously will not happen (deport 20 million people, no taxes on tips, overtime or Social Security benefits, 200% tariffs, and on and on). We can assume the 2017 Tax Cuts and Jobs Act (TCJA) will be extended.
Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)
Welcome to the November 2024 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!
December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Would you like to diversify but also defer paying big capital gains taxes? Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm.
youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. riabiz.com) M&A deals in 2024 have been increasing in size. kitces.com) Tax-loss harvesting is going long-short. riabiz.com) Why XYPN felt they needed to launch Sapphire. kitces.com) How long-term care insurance went away.
As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.
The maximum amount of earnings subject to Social Security tax (taxable maximum) will increase to $176,100 from $168,600. The individual tax brackets for ordinary income have been adjusted by inflation. On average, tax parameters that are adjusted for inflation will increase about 2.80%.
Kevin Knull, President of TaxStatus, reveals how a direct integration with the IRS is revolutionizing tax planning at Nitrogen's 2024 Fearless Investing Summit.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)
At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.
billion — a 15% increase compared to 2024. We assume we are investing when what we are so often actually doing is speculating… ~~~ A few years ago (2015ish?), Our estimates imply that the surplus-maximizing corrective excise tax on sports betting is twice as large as prevailing tax rates.
nytimes.com) Investing Tony Isola, "The market is always brimming with uncertainty." tonyisola.com) If you don't understand it, don't invest. contessacapitaladvisors.com) Taxes How to get an IRS PIN. kiplinger.com) A look at the biggest charitable givers in 2024. timmaurer.com) Uncertainty can't be cured, only mitigated.
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.
Welcome to the July 2024 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!
Updated for 2024 – 2025. Because many taxpayers earn too much to make pre-tax IRA contributions as they have a 401(k) at work. Many people end up paying taxes twice. There are income limits for contributions to a traditional IRA that qualify for a tax deduction. In the vast majority of cases the answer is no.
Podcasts Barry Ritholtz talks with Meb Faber of Cambria Investments about deferring capital gains with ETFs. sites.libsyn.com) Peter Lazaroff on some year-end tax strategies. budgetsaresexy.com) TaxesTax minimizing strategies, like direct indexing, have gone mainstream. barrons.com) Financial stress is real.
November 26, 2024 Are you crypto-curious? Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I know ETFs today are the apple pie of investing. Give us some investment strategies.
Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. Q4-over-Q4 in 2024. How much will the economy grow in 2024? Will there be a recession in 2024? But there is a risk that the Fed will be overly tight in 2024. 1) Economic growth: Economic growth was probably close to 2.6%
downtownjoshbrown.com) How to find, and invest in, meme-worthy stocks. drorpoleg.com) Crypto MicroStrategy ($MSTR) has a tax dilemma. ft.com) More tax-free ETF conversions are coming. cnn.com) It looks like there was a stockpiling effect at the end of 2024. Strategy Market consensus is max bullish.
Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." docs.google.com) Peter Lazaroff talks retirement investing with PIMCO’s David Braun. apolloacademy.com) Taxes Some things to know about doing a QCD. tonyisola.com) How to get more money into a 529 account.
Lower office valuations may also squeeze tax receipts in municipalities, particularly large cities that are already experiencing financial strains due to the surge in illegal immigration and the flight of high-income individuals and companies to states with lower taxes.
Weekly Market Insights | December 16th, 2024 Mixed Data, Mixed Results. 5,6,7 Source: YCharts.com, December 14, 2024. Final Fed Meeting of 2024 The consumer price index ticked up to 2.7 Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S.
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?
from 2009, and by 2024 you get (wait for it) $193.44T. Too many of us adopt A self-assured, know-it-all persona because we know the investing public prefers that to learn the truth: nobody knows anything, and the future is inherently unknown and unknowable. Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also?
Welcome to the October 2024 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!
Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 6,7 Source: YCharts.com, October 26, 2024. The return and principal value of investments will fluctuate as market conditions change.
Tax advice is a common topic on social media platforms like TikTok. Influencers promise easy ways to secure tax deductions, simplifying complex ideas into bite-sized claims that gloss over important details in the process. Can Hiring Your Children Help You Save on Taxes? Can You Claim Your Pet as a Tax Write-Off?
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.
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. If a family has a large taxable income year, they may be willing to increase donations to reduce their income tax liability.
Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. ABNB) Source: Zacks, November 1, 2024. Productivity and Costs.
April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.
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.
riabiz.com) Alts How to talk to your clients about alternative investments. investmentnews.com) Fintech Some highlights from the 2024 T3 Conference. kitces.com) How advisers should work with tax professionals. (riaintel.com) How XYPN's new corporate RIA, Sapphire, will roll out.
(washingtonpost.com) How property taxes vary by state. humbledollar.com) Personal finance Why middle age is your investing sweet spot. whitecoatinvestor.com) 24 rules for 2024 including 'Simplify your life.' visualcapitalist.com) Retirement The case for buying an annuity to cover your basic expenses. ofdollarsanddata.com)
Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. 6 Source: YCharts.com, November 30, 2024. Consumer Sentiment.
Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. 6 Source: YCharts.com, November 16, 2024. INTU), Deere & Company (DE) Source: Zacks, November 15, 2024.
Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. He is the author of shareholder yield, a better approach to dividend investing just out in its second edition this week.
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!?) interest rates, and relatively little new tax legislation (yet). an Operations Coordinator (coming soon!)
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 (..)
Weekly Market Insights | December 9th, 2024 Markets Mixed; Jobs Back on Track Stocks were mixed during the first trading week of December. 6,7,8 Source: YCharts.com, December 7, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; December 6, 2024 The Econoday economic calendar lists upcoming U.S.
Weekly Market Insights | December 30th, 2024 Holiday Spending Up Stocks notched a slight gain over the holiday week. 4,5 Source: YCharts.com, December 28, 2024. percent in 2024, compared with 3.1 GBX) Source: Zacks, December 27 , 2024. When sold, investments may be worth more or less than their original cost.
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. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. Consult a qualified tax expert for help.
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