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

MainStreet Financial Planning

NOVEMBER 25, 2024

The IRS and Social Security Administration recently announced changes for 2025. The refundable portion of the child tax credit is adjusted for inflation and will remain $1,700 for 2025. 2025 amounts should become available later this year. Estates of decedents who die during 2025 have a basic exclusion amount of $13,990,000.

Taxes 86

Taxes Planning Retirement Planning Accounting 86

Abnormal Returns

DECEMBER 18, 2023

(downtownjoshbrown.com) Companies It's hard to believe, but companies are already hiring for 2025 internships. institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly.

Financial Advising 277

Financial Advising Startup Media Government 277

Wealth Management

OCTOBER 16, 2024

New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025 by Commonwealth.

Management 109

Management Investments Investing Taxes 109

Abnormal Returns

AUGUST 23, 2023

Real estate A house is a place to live, not an investment. wealthfoundme.com) More families are at risk from estate taxes looking out into 2025 and beyond. humbledollar.com) Personal finance Seven financial superpowers that have nothing to do with investing. dwell.com) Another example of the challenges of rental real estate.

Estate Planning 246

Estate Planning Retirement Communication Taxes 246

Wealth Management

DECEMBER 17, 2024

Wirehouses are exploring how to combine direct indexing, manager-traded separate accounts and alternative investments into unified managed account platforms, reports FundFire. BlackRock and Franklin Templeton each published private market outlooks for 2025.

Investing 69

Investing Investments Wealth Advisor Accounting 69

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

Good Financial Cents

DECEMBER 13, 2022

The very thought of getting into real estate investing can be overwhelming. You can avoid the hassle and the expense by joining one or more real estate investment apps. Just download the app on your phone and invest a few dollars(or more). Just download the app on your phone and invest a few dollars(or more). Roofstock.

Investing 90

Investing Investments Assets Accounting 90

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 102

Investing Investments Portfolio Assets 102

Nerd's Eye View

SEPTEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

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

Trade Brains

FEBRUARY 14, 2024

Hindustan Aeronautics : In recent years, the defence stocks of India have evolved into a great investment field due to the government’s focus on increased spending and the “Make in India” initiative. The post Hindustan Aeronautics (HAL): Deep Dive into India’s Defence Investment Landscape appeared first on Trade Brains.

Investing 105

Investing Investments Engineering Budgeting 105

Abnormal Returns

NOVEMBER 4, 2024

podcasts.apple.com) The biz Facet Wealth has a new pile of capital to invest. riabiz.com) Mariner Wealth Advisors just took a big investment from Neuberger Berman. thinkadvisor.com) Wealth managers want to invest with household names when it comes to alternatives. riabiz.com) The best financial adviser conferences for 2025.

Wealth Management 163

Wealth Management Financial Advising Wealth Advisor Compliance 163

Wealth Management

JULY 18, 2024

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

Assets 119

Assets Clients Investing Investments 119

Advisor Perspectives

NOVEMBER 25, 2024

Rick Raczkowski, PM, Relative Return Team, Loomis, Sayles & Company, discussed how the team views fixed income investing looking ahead.

Investing 52

Investing Investments 52

Abnormal Returns

AUGUST 12, 2024

spyglass.org) Disney ($DIS) is not done investing in parks. theringer.com) Economy The Fed is unlikely to impact the housing market until 2025. (ft.com) Media Why Apple ($AAPL) should. buy Warner Bros. Discovery ($WBD). wsj.com) Matt Belloni talks with Rich Greenfield about the linear TV meltdown.

Planning 148

Planning Financial Advising Startup Media 148

The Big Picture

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.”

Numbers 334

Numbers Communication Media Investments 334

Abnormal Returns

DECEMBER 10, 2024

sherwood.news) Annual outlooks It's always going to be a 'stockpicker's market' in strategist investment outlooks. behaviouralinvestment.com) Financial writing Nick's favorite investment writing from 2024 including 'No Regrets' by Jonathan Clements. sherwood.news) Content that is entering the public domain in 2025.

Retail 148

Retail Economy Media Assets 148

Abnormal Returns

DECEMBER 4, 2024

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. thecollegefinanciallady.com) Personal finance Six questions to ask about foreign investing.

Retirement 148

Retirement Estate Planning Taxes Assets 148

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

Nerd's Eye View

MAY 31, 2023

However, even though the PTET can result in higher state taxes, the savings in Federal taxes that can result from being able to deduct the PTET as a business expense (including not just income tax but potentially self-employment taxes, net investment income tax, and additional Medicare taxes as well) might still make the election worth it overall.

Taxes 246

Taxes Planning Tax Planning Numbers 246

Trade Brains

SEPTEMBER 7, 2023

Written By Vikalp Mishra By utilizing the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks also get updated with stock market news , and make well-informed investment decisions.

Manufacturing 116

Manufacturing Investments Investing Transportation 116

Trade Brains

OCTOBER 23, 2024

percent for FY 2024-2025. Dr. Majumdar notes that many Indian states already invest in these areas. Hence, private investments will likely increase soon. Initially, growth may slow slightly in fiscal 2025-2026 to between 6.5 The country continues to attract international investment. percent capacity utilization.

Economy 116

Economy Manufacturing Economics Investments 116

Advisor Perspectives

DECEMBER 19, 2024

In his 2025 investment outlook, Head of U.S. Fixed Income Greg Wilensky outlines the most likely scenarios for the U.S. economy and which asset classes he believes will be best positioned under each scenario.

Portfolio 52

Portfolio Economy Assets Investments 52

Trade Brains

OCTOBER 25, 2024

With a commitment to sustainability, ACC consistently invests in eco-friendly practices. Despite these challenges, the company remains hopeful about demand, projecting a 4-5% growth in cement consumption for FY 2025, driven by ongoing infrastructure and housing projects. Investing in equities poses a risk of financial losses.

Sales 105

Sales Investment Advisor Consulting Investments 105

Calculated Risk

SEPTEMBER 18, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment into 2025. It has now been nearly two years since firms saw sustained growth.

Clients 129

Clients Economics Numbers Investments 129

Indigo Marketing Agency

DECEMBER 13, 2024

Start by Owning January: 2025 Marketing Moves for Advisors As 2025 approaches, its crucial for financial advisors to prepare for a strong start to the new year. Invest in Content Marketing to Build Trust and Authority Content marketing is a powerful tool for establishing your expertise and nurturing client relationships.

Marketing 52

Marketing Marketing Financial Advisor Compliance 52

MarketWatch

JUNE 2, 2023

The new investment is expected to exceed $1 billion, the companies said in a joint statement. The CAM joint venture is expected to support production of about 360,000 Chevrolet, Cadillac, GMC, Buick and BrightDrop vehicles annually in the 2025-2030 timeframe in North America, said the statement. “We GM stock was up 1.3%

Investing 75

Investing Investments Engineering Accounting 75

Harness Wealth

OCTOBER 8, 2024

Key Takeaways: T ax Season Start: The IRS will likely begin accepting 2024 tax returns between January 15 and 31, 2025. Key Deadlines: The federal tax filing deadline (Tax Day) is April 15, 2025, with an extension deadline of October 15, 2025. must be received by January 31, 2025. When Does the Tax Season Begin?

Taxes 52

Taxes Electronics Insurance Startup 52

Indigo Marketing Agency

DECEMBER 17, 2024

New Year, New Growth: Is Your 2025 Marketing Plan Ready? How can you set your business up for growth in 2025? Increased client inquiries, conversions, and a tangible return on investment (ROI). Develop a clear road map for achieving your 2025 objectives. Ready to Make 2025 Your Best Year Yet? The result?

Planning 52

Planning Marketing Marketing Financial Advisor 52

Trade Brains

OCTOBER 9, 2024

This influx pushed total FPI investments to ₹89,717 crore for the first half of the 2024-2025 financial year. Despite this setback, the year-to-date picture remains positive, with FPIs investing ₹73,468 crore in equities overall. This propelled key stock indices to record heights. on September 27.

Investing 52

Investing Investments Portfolio Banking 52

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. In 2024 and 2025, the highest marginal tax rate is 37%. Why non-deductible?

Taxes 84

Taxes Distribution Retirement Retirement Planning 84

Advisor Perspectives

DECEMBER 3, 2024

large-caps as we head into 2025. markets digesting disinflation with extreme valuations and concentration risk among mega-cap stocks, U.S. small-cap stocks may provide an attractive entry point relative to U.S.

Valuation 52

Valuation Investments Investing Marketing 52

Advisor Perspectives

DECEMBER 3, 2024

Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.

Investing 40

Investing Investments 40

Indigo Marketing Agency

DECEMBER 10, 2024

Protect Your Rankings: Navigating AI Content Risks in 2025 Googles ongoing algorithm updates are changing how businesses create and share content, making it more critical than ever for financial advisors to stand out with genuine, high-quality material. But it can be really challenging in todays digital age with all the noise.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Trade Brains

OCTOBER 25, 2024

The stock has plunged by 18.76% after reporting a weak quarter of September in the financial year 2025. Further, net profit decreased by 38.43% as compared to the June quarter of 2025. IndusInd Bank’s Treasury segment manages investments, foreign exchange transactions, and money market operations actively. Lets begin!

Banking 98

Banking Retail Financial Services Assets 98

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. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52