Nerd's Eye View

OCTOBER 16, 2024

Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households.

Taxes 246

Taxes Clients Planning Numbers 246

Darrow Wealth Management

NOVEMBER 2, 2024

The IRS released the 2025 401(k), 403(b), and SEP IRA contribution limits, including a new special catch-up contribution for workers age 60 to 63. The 2025 income tax brackets and long-term capital gains tax rates are also updated.

Taxes 80

Taxes Wealth Management Distribution Accounting 80

Calculated Risk

JULY 12, 2024

If wages increased 5% in 2023, then the contribution base next year will increase to around $177,000 in 2025 , from the current $168,600. The National Average Wage Index is not available for 2023 yet, although we know wages increased solidly in 2023. Remember - this is an early look.

123

123

Abnormal Returns

SEPTEMBER 6, 2024

aswathdamodaran.blogspot.com) TSMC's ($TSM) Arizona plant is on track for 2025 production. (awealthofcommonsense.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." ritholtz.com) Semiconductors Trying to put a valuation on Nvidia ($NVDA). nytimes.com) How pour-over coffee got so good.

Financial Advising 288

Financial Advising Media Valuation Economy 288

Nerd's Eye View

SEPTEMBER 27, 2023

Nonetheless, Parent PLUS borrowers (and their advisors) have an opportunity (until July 1, 2025) to access more generous IDR plans by using a "Double Consolidation" loan strategy. Which not only cuts into a parent's current cash flow, but also limits their ability to save for their (potentially fast-approaching) retirement.

Education 246

Education Financial Advisor Planning Clients 246

Abnormal Returns

MAY 29, 2023

thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. (ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? Come meet the team in Austin on June 12-14th.

Wealth Management 242

Wealth Management Estate Planning Financial Advising Banking 242

Abnormal Returns

OCTOBER 16, 2024

financialducksinarow.com) IRS Direct File is expanding to more states in 2025. (vox.com) Climate change risk by county. wapo.st) Taxes Things to consider when taking RMDs from different IRA accounts. axios.com) Personal finance Financial success is simple in theory, difficult in implementation.

Transportation 289

Transportation Insurance Retirement Taxes 289

Calculated Risk

AUGUST 14, 2024

If wages increased 5% in 2023, then the contribution base next year will increase to around $177,000 in 2025 , from the current $168,600. The National Average Wage Index is not available for 2023 yet, although we know wages increased solidly in 2023. Remember - this is an early look.

111

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Wealth Management

DECEMBER 19, 2024

Mindy and Louis Diamonds annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025, including transitions, deals, compensation, private equity, the wirehouse recruiting race and more.

Financial Advisor 75

Financial Advisor Recruitment Wealth Management Management 75

Abnormal Returns

MAY 1, 2024

Look for it to expand in 2025. (humbledollar.com) What does success (or failure) look like in retirement? caniretireyet.com) Don't wait too long to spend your money. humansvsretirement.com) Taxes Direct File was a success. wsj.com) How to start preparing for next year's tax season. awealthofcommonsense.com) Taxes matter.

Retirement 278

Retirement Wealth Management Taxes Media 278

Nerd's Eye View

FEBRUARY 21, 2024

The law's provisions became effective on January 1, 2024, and so many small businesses – including a good number of RIA firms – will be required to submit a Beneficial Ownership Information (BOI) report to the Treasury Department's Financial Crimes Enforcement Network (FinCEN).

Insurance 241

Insurance Numbers Clients Business Planning 241

Abnormal Returns

AUGUST 4, 2024

papers.ssrn.com) Taxes No matter who is President in 2025, taxes will be at the top of the agenda. (morningstar.com) Paid sick leave mandates help employees better maintain work-life balance. papers.ssrn.com) How McDonalds' ($MCD) wages vary by geography. nytimes.com) Opportunity Zones have largely been a disappointment.

Financial Advising 275

Financial Advising Startup Economy Taxes 275

Wealth Management

MAY 10, 2024

2025, according to CEO Kurt MacAlpine during a Q1 earnings call. CI Financial's U.S. debt obligations should be satisfied by Jan.

94

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Wealth Management

DECEMBER 16, 2024

Legal Editor Anna Sulkin Stern discusses this month's cover art.

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95

Wealth Management

DECEMBER 18, 2024

For investors sitting on large equity portfolio gains, 2025 should be a year to diversify their portfolios with a focus on income.

Assets 73

Assets Portfolio Marketing Marketing 73

Abnormal Returns

DECEMBER 18, 2023

downtownjoshbrown.com) Companies It's hard to believe, but companies are already hiring for 2025 internships. (awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened. wsj.com) A look at the world's largest e-commerce companies.

Financial Advising 277

Financial Advising Startup Media Government 277

YouSet Insurance

DECEMBER 10, 2024

Find out how to get cheaper car insurance in 2025 and save some of your hard-earned money with the tips listed in this article

Insurance 63

Insurance 63

Wealth Management

OCTOBER 21, 2024

According to the SEC division’s exam priorities, Reg BI compliance and the use of crypto assets are other areas of focus for the upcoming year.

Compliance 124

Compliance Assets 124

Wealth Management

APRIL 10, 2024

The program has attracted significant inflows from individual investors looking for tax benefits. A contentious Congress might jeopardize its extension.

Taxes 115

Taxes 115

Abnormal Returns

MARCH 30, 2024

nytimes.com) The TGL is set to launch in 2025. (wsj.com) How craft brewers lost the thread. insidehook.com) Sports The first woman has finished the Barkley Marathons. bbc.com) Reed Hastings just bought a ski resort. sportico.com) Education Why school teacher jobs are now less appealing.

Pharmaceutical 290

Pharmaceutical Education Financial Advising Advertising 290

Wealth Management

DECEMBER 20, 2024

From inflation to the fixed income tug of war to whether the market will continue to rely on the 'Magnificent 7' for performance.

Financial Market 92

Financial Market Marketing Marketing 92

Nerd's Eye View

OCTOBER 18, 2024

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5%

Financial Planner 246

Financial Planner Risk Tolerance Financial Planning Wealth Management 246

Nerd's Eye View

OCTOBER 25, 2024

Nonetheless, given Kitces Research findings that being 'too' comprehensive can eat into a firm's bottom line, advisors might seek a 'sweet spot' of providing a comprehensive slate of services (but not necessarily every possible service) that are most valuable for their ideal target client.

Financial Planner 246

Financial Planner Financial Advisor Estate Planning Compliance 246

The Big Picture

SEPTEMBER 26, 2024

” The book is being published ~March 18, 2025, and is available for pre-ording today. Bob Seawright, The Better Letter, Feb 1, 2024 Pre-Order now for March 18, 2025 _ 1. Is there any greater gap between “Expert Opinion” and subsequent history than The Beatles ?

Numbers 334

Numbers Communication Media Investments 334

Mish Talk

DECEMBER 5, 2022

The ECB is determined to curb price gains and should get inflation back to its 2% target by 2024 or 2025, Villeroy said. He reiterated his expectation that the ECB may shift to a slower pace of rate hikes next year. This isn’t only a prediction, this is a commitment,” he said. Second Half Commitment On July 27, 2022, the ECB hiked rates to 0.00

Banking 185

Banking Economics 185

Advisor Perspectives

DECEMBER 3, 2024

One of the most important issues for Congress next year is tax reform.

Taxes 98

Taxes 98

Wealth Management

OCTOBER 14, 2024

And some strategies to potentially mitigate them.

122

122

Abnormal Returns

AUGUST 23, 2023

wealthfoundme.com) More families are at risk from estate taxes looking out into 2025 and beyond. (marketwatch.com) Estate planning Estate planning is about showing our love for our families. wsj.com) It's understandable why people put off estate planning. jdroth.com) Retirement You probably need less for retirement than you think.

Estate Planning 246

Estate Planning Retirement Communication Taxes 246

Abnormal Returns

SEPTEMBER 7, 2024

fastcompany.com) The 2025 WSJ/College Pulse ranking of U.S. (papers.ssrn.com) College Grade inflation is out of control. This is a way to fix it. yaschamounk.substack.com) Arizona State University is adding a required course on sustainability. colleges is out. wsj.com) LinkedIn's list of the top MBA programs, with Stanford coming in on top.

Financial Advising 274

Financial Advising Transportation Food Manufacturing 274

Calculated Risk

SEPTEMBER 11, 2024

If wages increased 5% in 2023, then the contribution base next year will increase to around $177,000 in 2025 , from the current $168,600. The National Average Wage Index is not available for 2023 yet, although we know wages increased solidly in 2023. Remember - this is an early look.

78

78

Calculated Risk

AUGUST 8, 2024

This is likely driving owners and developers to remain optimistic about 2025 market conditions and pushing more projects into the planning queue.” This index suggests a slowdown in 2024 and early 2025, but a pickup in mid-2025. Within the commercial portion of the Index, growth was widespread across all segments.

Healthcare 132

Healthcare Planning Retail Economics 132

Advisor Perspectives

DECEMBER 18, 2024

Brent Olson and Thomas Ross, fixed income portfolio managers, believe that high yield bonds offer comfortable driving for now, but investors might need to negotiate more difficult terrain later in 2025.

Portfolio Management 52

Portfolio Management Portfolio Management 52

Leading Advisor

DECEMBER 18, 2024

In my recent blog, Chart Your Success for the New Year: Lets Talk Strategy, we explored the importance of reflecting on your vision for the… The post Transform Knowledge into Understanding: The Foundation of your 2025 Vision appeared first on Leading Advisor - Simon Reilly.

Financial Advisor 52

Financial Advisor 52

Wealth Management

JULY 18, 2024

Mo Sparks, the former director of exchange-traded products at the NYSE and a Vanguard veteran, will lead the initiative.

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Advisor Perspectives

DECEMBER 16, 2024

In his 2025 investment outlook, Portfolio Manager John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Wealth Management

OCTOBER 21, 2024

Heading toward Election Day, four congressional committee leaders offer clues about their priorities.

Taxes 116

Taxes 116