Remove 2024 Remove Investments Remove Taxes
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The Best Of Weekend Reading 2024: Top 24 Articles You Might Have Missed

Nerd's Eye View

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!).

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Ten Economic Questions for 2025

Calculated Risk

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.

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Weekend Reading For Financial Planners (November 16-17, 2024)

Nerd's Eye View

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 (..)

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Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

Nerd's Eye View

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!

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At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

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.

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Adviser links: serving Boomers

Abnormal Returns

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.

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Save on Taxes with These 5 Year-End Financial Tips

MainStreet Financial Planning

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.

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