Darrow Wealth Management

JANUARY 16, 2025

A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Heres how stepped up cost basis works on stock and other assets at death. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets.

Assets 98

Assets Estate Planning Taxes Wealth Management 98

Wealth Management

MARCH 26, 2025

Open, honest and candid discussion about retirement plan assets, PE funds in workplace plans, the future of the DOL fiduciary rule and more.

Retirement Planning 269

Retirement Planning Retirement Planning Assets 269

Nerd's Eye View

DECEMBER 27, 2024

The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them, though additional data indicates that many firms don't have career paths in place that could help next-generation advisors envision their path to firm (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Abnormal Returns

MARCH 3, 2025

February 2025 The S&P 500 returned -1.30% in February 2025. on.spdji.com) How major asset classes performed in February 2025. capitalspectator.com) Strategy A review of the times when things looked pretty bleak for the stock market. optimisticallie.com) Don't kid yourself, we are all hopelessly biased.

Media 162

Media Government Economy Assets 162

Calculated Risk

MARCH 11, 2025

Most of these gains in Treasury and Agency MBS assets were funded with increases in very short duration interest-bearing Federal Reserve liabilities, mainly deposits of depository institutions (reserves) and Reverse Repos. trillion, with most of the decline reflecting decreases in Treasury and Agency MBS holdings.

Assets 165

Assets Portfolio Accounting Marketing 165

The Big Picture

MARCH 3, 2025

Over that decade plus of doing CNBC, I had become friendly with Big Joe Besecker of Emerald Asset Management. Coming March 18, 2025 see more at HowNOTtoInvestbook.com The post My Bias Blind Spot Bubble appeared first on The Big Picture. . “Jordan Rules” were real, and I was absolutely convinced convinced!

Economics 308

Economics Assets Clients Investing 308

Wealth Management

FEBRUARY 3, 2025

The asset manager says the reduced expenses on 168 funds will save investors $350 million in 2025.

Assets 298

Assets Management 298

Wealth Management

JULY 18, 2024

Alternative asset investment behemoth Blackstone also teased two new funds aimed at wealth clients will launch in 2025.

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Assets Clients Investing Investments 298

Wealth Management

DECEMBER 17, 2024

A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes.

Assets 246

Assets 246

Wealth Management

MARCH 18, 2025

Bleakley Financial Group, which became Rise Growths first RIA investment last year, has also acquired two firms with about $1 billion in assets in the first quarter of 2025.

Assets 264

Assets Investing Investments 264

Abnormal Returns

MARCH 26, 2025

with their 2025 report on private equity performance. riabiz.com) Private assets in an exchange traded fund is an oxymoron. abnormalreturns.com) Mixed media 2025 MLB team values, via Forbes, with the average coming in at $2.6 bloomberg.com) McKinsey & Co. mckinsey.com) ETFs Buffer ETFs are no great innovation.

Media 147

Media Accounting Assets Planning 147

Calculated Risk

JANUARY 15, 2025

Financial service providers reported modest growth in lending and little change in asset quality overall, though lenders and community organizations voiced concerns about delinquencies among small businesses and lower-income households. Truck freight volumes, however, were down. Energy activity was mixed. emphasis added

Economics 162

Economics Manufacturing Nonprofit Transportation 162

Nerd's Eye View

DECEMBER 30, 2024

Read More.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Abnormal Returns

DECEMBER 5, 2024

axios.com) Fund management BlackRock ($BLK) will soon oversee almost $600 billion of alternative assets. abnormalreturns.com) Mixed media Pantone declared "Mocha Mousse" as the color for 2025. (jaywoods.substack.com) Companies Dollar stores have had a rough 2024. sherwood.news) Palantir ($PLTR) did not. Well, you should. apnews.com)

Retail 182

Retail Media Economy Sales 182

Abnormal Returns

MARCH 4, 2025

noahpinion.blog) Asset growth High investment has historically led to disappointing future returns. acadian-asset.com) The asset growth factor is not as powerful on a closer look. morningstar.com) Research The 2025 Global Investment Yearbook is here. ubs.com) What factors drive the stock-bond correlation?

Math 147

Math Assets Economics Portfolio 147

Indigo Marketing Agency

FEBRUARY 1, 2025

Ready for a Brand Refresh in 2025? Is Your Website Ready for 2025? Lets make your website your best marketing asset for 2025 and beyond. The post Ready for a Brand Refresh in 2025? Check Out This Advisors New Website! At Indigo Marketing, we specialize in creating websites for financial advisors that drive results.

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

Dear Mr. Market

APRIL 2, 2025

We break down and assign each of the four regions with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. Read more : March Madness: Final Four Investing Bracket 2025 Large Cap Region: The Heavyweights Clash This years large-cap region includes some of the markets biggest names.

Investing 62

Investing Investments Valuation Advertising 62

Abnormal Returns

DECEMBER 4, 2024

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." humansvsretirement.com) Barry Ritholtz talks with Matt Hougan, CIO at Bitwise Asset Management, about how to get crypto exposure. wsj.com) College Why income matters more than assets when it comes to college financial aid.

Retirement 147

Retirement Estate Planning Taxes Assets 147

Darrow Wealth Management

NOVEMBER 11, 2024

Updated for 2024 – 2025. Although any investor with earned income can make a non-deductible contribution to an IRA (up to $7,000 in 2024-2025 if under age 50) and still take advantage of tax-deferred growth, it still may not be advisable. Investors often ask: should I be making nondeductible IRA contributions? Why non-deductible?

Distribution 95

Distribution Taxes Retirement Retirement Planning 95

Abnormal Returns

MARCH 27, 2025

wsj.com) The ETF is not the right structure for every asset. bonddad.blogspot.com) Properly adjusted GDPNow looks flat for Q1 2025. (sherwood.news) ChatGPT has the buzz that Apple ($AAPL) used to. spyglass.org) Finance Robinhood ($HOOD) is expanding its service offerings to banking and wealth management.

Wealth Management 147

Wealth Management Media Banking Economy 147

Abnormal Returns

DECEMBER 10, 2024

ft.com) Every asset manager's annual outlook reads the same. sherwood.news) Content that is entering the public domain in 2025. (bilello.blog) The stock market is up big in 2024, but these stocks are down big. sherwood.news) Annual outlooks It's always going to be a 'stockpicker's market' in strategist investment outlooks.

Retail 147

Retail Economy Media Assets 147

Harness Wealth

APRIL 4, 2025

billion in assets tied to criminal activity, and obtain $1.4 For more information on Harness, visit harnesswealth.com The post Tax Advisor Weekly – April 4, 2025 appeared first on Harness. During fiscal years 2022 through 2024, 87.3% conviction rate, with defendants receiving average prison sentences of 37 months.

Taxes 52

Taxes License Banking Government 52

Alpha Architect

JANUARY 2, 2025

Do-It-Yourself trend-following asset allocation weights for the Robust Asset Allocation Index are posted here. DIY Trend-Following Allocations: January 2025 was originally published at Alpha Architect. Note: free registration required) Request a free account here if you want to access the site directly.

Asset Allocation 52

Asset Allocation Assets Accounting 52

Alpha Architect

FEBRUARY 3, 2025

DIY Trend-Following Allocations: February 2025 was originally published at Alpha Architect. Commodities moving from full hedge to partial hedge. Real estate moving from partial hedge to no hedge. Intermediate bonds moving from full hedge to partial hedge. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 57

Asset Allocation Assets 57

Validea

JANUARY 8, 2025

These signals include stability and consistency of growth in R&D, capital expenditure, and advertising expenses, as well as measures of profitability such as return on assets and cash flow from operations. Here are Validea’s top 10 G Score stocks for January 2025. Start a Free Trial!

Advertising 52

Advertising Assets Investments Investing 52

Abnormal Returns

MARCH 20, 2025

stock market is a standout in 2025, and not in a good way. johnwallstreet.com) Venture capital Balyasny Asset Management is launching a dedicated venture capital vehicle. Markets Markets are largely shrugging off the destruction of norms. ft.com) S&P 500 companies returned a record amount of capital in 2024. axios.com) The U.S.

Startup 130

Startup Media Retail Economy 130

A Wealth of Common Sense

JANUARY 16, 2025

We also answered questions about 2025 retirement account limits, Coast FIRE strategies, when to take money off the table from the stock market, how to account for pension and Social Security income during retirement and how other economies impact the U.S.

Retirement 144

Retirement Accounting Economy Marketing 144

Harness Wealth

NOVEMBER 12, 2024

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. Note that for an IRA, you have until Tax Day of 2025 (April 15, 2025) to make any contributions for your 2024 taxes. In 2025, the lifetime gift tax exclusion will rise to $13.99

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Wealth Management

FEBRUARY 25, 2025

Several asset managers made announcements pushing distribution into the wealth channel. Morningstar profiled the top 15 value-creating stocks of the past decade. These are among the investment must reads we found this week for wealth advisors.

Wealth Advisor 165

Wealth Advisor Investing Investments Distribution 165

Advisor Perspectives

MARCH 20, 2025

GMO has posted a new 7-Year asset class forecast as of February 28, 2025.

Assets 59

Assets 59

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Contributions made by April 15, 2025, can be applied to your 2024 return, reducing taxable income. This moves your taxable income to the next tax year, potentially lowering your tax bill for 2025.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Abnormal Returns

DECEMBER 18, 2023

downtownjoshbrown.com) Companies It's hard to believe, but companies are already hiring for 2025 internships. wsj.com) Why we should give Ukraine frozen Russian assets now. (awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened.

Financial Advising 276

Financial Advising Startup Media Government 276

Nerd's Eye View

JULY 19, 2024

Also in industry news this week: A new survey of RIAs indicates that about 1/3 of respondents have been in serious M&A negotiations during the past 3 years and that many firms are embracing a hybrid work environment, with employees splitting time between working from home and from the office The IRS on Thursday issued final regulations regarding (..)

Financial Planner 246

Financial Planner Distribution Accounting Numbers 246

Darrow Wealth Management

FEBRUARY 9, 2025

When investing in dividend stocks, bonds, or funds, a higher dividend yield may make an asset look more attractive, but this metric alone doesn’t make a worthwhile investment. As of January 31st, 2025, the dividend yield on US Aggregate bonds (AGG ETF) was 3.73% and the S&P 500 (SPY ETF) was 1.17%.

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

Alpha Architect

JANUARY 7, 2025

ref]free access for financial professionals[/ref] Factor Performance Factor Premiums Factor Data Downloads Global Factor Performance: January 2025 was originally published at Alpha Architect. The following factor performance modules have been updated on ourIndex website.[ref]free

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

The Big Picture

JANUARY 8, 2025

This is no time for confessing At The Money: with Matt Hougan on Crypto Technology (January 8, 2025) Are you crypto-curious? Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. What is Bitcoin?

Assets 130

Assets Investing Investments Banking 130

The Big Picture

JANUARY 15, 2025

At the Money: Lessons in Allocating to Alternative Asset Classes. January, 15, 2025) Hedge funds, venture capital, private equity, and private credit have never been more popular. Investors have lots of questions when allocating to these asset classes: How much capital do you need? or more challenging. Is it bonds plus?

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Portfolio Assets Investing Investments 147