Abnormal Returns

NOVEMBER 18, 2024

justincastelli.io) Taxes Some speculation on what is next for the TCJA. kitces.com) Tax planning and wealth management go hand-in-hand. downtownjoshbrown.com) How tax deferment can backfire. wealthmanagement.com) The biz The 2024 Fidelity RIA Benchmarking Study is out. thinkadvisor.com)

Wealth Management 147

Wealth Management Wealth Advisor Tax Planning Taxes 147

Nerd's Eye View

OCTOBER 30, 2023

Most notable is the fact that industry associations are not the drivers of advisor conferences that they once were; while a decade ago, 75%+ of this "Best Conferences" list consisted of various events run by industry associations, now it numbers less than 25%.

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

The Big Picture

JANUARY 24, 2024

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.

Taxes 246

Taxes Portfolio Wealth Management Management 246

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

Consulting 244

Consulting Financial Advice Engineering Financial Advisor 244

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses. The costs of adopting a child can vary significantly depending on the method of adoption.

Taxes 246

Taxes Planning Financial Advisor Strategic Planning 246

Nerd's Eye View

JULY 1, 2024

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!

Financial Advisor 246

Financial Advisor Clients Accounting Education 246

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 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!

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Your Richest Life

MARCH 12, 2025

The tax deadline is next month, and if youre like most Americans, you are still preparing to file. Standard and Itemized Deduction for filing 2024 Taxes For the 2024 tax year, the standard deduction increased to $29,200 for married filing jointly, $14,600 for single filers and married filing separately, and $21,900 for heads of household.

Taxes 52

Taxes Fee Only Electronics CFP 52

Nerd's Eye View

DECEMBER 28, 2022

includes a significant number of Roth-related changes (both involving Roth IRAs as well as Roth accounts in employer retirement plans), though notably, the legislation does not include any provisions that restrict or eliminate existing Roth strategies (e.g., In addition, SECURE 2.0 backdoor Roth conversions).

Tax Planning 246

Tax Planning Planning Taxes Retirement Planning 246

Nerd's Eye View

DECEMBER 28, 2022

includes a significant number of Roth-related changes (both involving Roth IRAs as well as Roth accounts in employer retirement plans), though notably, the legislation does not include any provisions that restrict or eliminate existing Roth strategies (e.g., In addition, SECURE 2.0 backdoor Roth conversions).

Tax Planning 246

Tax Planning Planning Taxes Retirement Planning 246

The Big Picture

MAY 9, 2024

Not if you spend tax season on a boat! I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. There is lots more: A slew of bad tax advice likely to get-you-sent-to-jail-for-tax evasion: Live on a boat during tax season! Want to earn more money?

Media 336

Media Taxes Math Investments 336

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 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!

Estate Planning 246

Estate Planning Financial Planning Planning Wealth Management 246

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Weekly Market Insights | November 25th, 2024 Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. 5,6 Source: YCharts.com, November 23, 2024. DELL), CrowdStrike (CRWD) Source: Zacks, November 21, 2024.

Marketing 52

Marketing Marketing Taxes Economics 52

Nerd's Eye View

OCTOBER 7, 2024

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!

Clients 246

Clients B2B Estate Planning Planning 246

Cornerstone Financial Advisory

OCTOBER 28, 2024

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 Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16

Marketing 52

Marketing Marketing Taxes Economics 52

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

The Big Picture

JUNE 27, 2024

If they get a 7% increase in wages, they see a modest increase in their direct deposit of after FICA, federal and state withholding taxes, 401K, etc. That you can tank up in 2024 for $50-75 is an economic miracle, but people still love to complain about gas prices. After that 7% bump, their comp goes up $163 to about $2491.84.

Budgeting 321

Budgeting Economics Sales Media 321

Cornerstone Financial Advisory

NOVEMBER 4, 2024

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.

Marketing 52

Marketing Marketing Taxes Economics 52

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!?) interest rates, and relatively little new tax legislation (yet). an Operations Coordinator (coming soon!), and other roles.

Ethics 239

Ethics Education Financial Advice Taxes 239

Cornerstone Financial Advisory

DECEMBER 2, 2024

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.

Marketing 52

Marketing Marketing Economics Taxes 52

Abnormal Returns

JUNE 8, 2024

wsj.com) Edmunds top EV and hybrid vehicles for 2024. wsj.com) TSA numbers show continued strong travel demand. thecooldown.com) Dr. Pepper has passed Pepsi for number two on the U.S. betterletter.substack.com) Taxes matter: the NHL edition. Autos Bi-directional charging would be a big boost to EV sales. soda sales list.

Financial Advising 264

Financial Advising Transportation Startup Numbers 264

Nerd's Eye View

SEPTEMBER 22, 2023

The group argued that this change would help more small firms, which tend not to have the same staffing and resources compared to their larger counterparts, as the SEC contemplates a growing number of new and amended rules.

Financial Planner 246

Financial Planner Clients Taxes Numbers 246

Cornerstone Financial Advisory

NOVEMBER 18, 2024

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.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

OCTOBER 30, 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. So it, it really captures a number of, of factors and characteristics. But, shareholder yield across categories right now in 2024.

Investments 147

Investments Investing Valuation Numbers 147

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Cornerstone Financial Advisory

DECEMBER 9, 2024

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.

Marketing 52

Marketing Marketing Taxes Economics 52

Nerd's Eye View

DECEMBER 25, 2023

Read More.

Financial Advisor 246

Financial Advisor Financial Planner Insurance Clients 246

Calculated Risk

MAY 15, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.51% in April The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.55% of servicers’ portfolio volume in the prior month to 0.51% as of April 30, 2023.

Portfolio 204

Portfolio Numbers Planning Taxes 204

Nerd's Eye View

AUGUST 5, 2024

Welcome to the August 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!

Estate Planning 130

Estate Planning Accounting Assets Clients 130

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. For some, this may lead to more taxes paid on capital gains.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

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. Married filing jointly: Taxpayers who are married can file a joint tax return with their spouse.

Marketing 111

Marketing Marketing Taxes Economics 111

Carson Wealth

FEBRUARY 16, 2024

By Mike Valenti, CPA, CFP ® , Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front. Although Congress isn’t done yet! More on that later.)

Taxes 96

Taxes Consulting Accounting Planning 96

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

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

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

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 Order a tax transcript.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

Integrity Financial Planning

NOVEMBER 14, 2023

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free.

Taxes 96

Taxes Retirement Estate Planning Planning 96