Calculated Risk

SEPTEMBER 15, 2024

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2024 2025 2026 June 2024 1.9 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2024 2025 2026 June 2024 3.9 Mar 2024 2.0 Mar 2024 3.9 YoY in August.

Banking 312

Banking Economics Marketing Marketing 312

Wealth Management

OCTOBER 21, 2024

Timing considerations for late allocations of GST tax exemption before 2026.

Taxes 264

Taxes 264

Wealth Management

OCTOBER 4, 2024

The estate and gift tax exemption (set at $13.61 million per individual in 2024) is due to expire on Jan. If Congress doesn’t act, that tax exemption will be cut in half to about $6 million. To help your clients prepare for the real possibil

Taxes 278

Taxes Clients 278

Calculated Risk

MARCH 20, 2024

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2024 2025 2026 Mar 2024 2.0 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2024 2025 2026 Mar 2024 3.9 Dec 2023 1.2 The unemployment rate was at 3.9%

Banking 286

Banking Economy Marketing Marketing 286

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Calculated Risk

MARCH 5, 2025

increase from January 2025 to January 2026, there are stark differences between regions. From CoreLogic: CoreLogic: Home Price Growth Largely Flat in January U.S. home price growth in January 2025 was largely flat at 3.3% year over year. Although prices are expected to eek out gains in the coming year, with our economists predicting a 3.6%

Economics 162

Economics Sales Marketing Marketing 162

Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 256

CFP Retirement Planning 256

Wealth Management

NOVEMBER 6, 2024

Smith, executive director with Eaton Vance, discusses tax law changes in 2026 and emphasizes the importance of proactive tax planning for investors.

Taxes 241

Taxes Tax Planning Planning 241

Nerd's Eye View

OCTOBER 16, 2024

But with the anticipated sunset of TCJA in 2026 and the reversion to the pre-2018 AMT rules, a large subset of households will find themselves owing AMT – many of whom will do so for the first time. However, if they were to wait until 2026, they would owe AMT (and need to find or borrow funds to pay the AMT triggered by the exercise).

Taxes 246

Taxes Clients Planning Numbers 246

Calculated Risk

SEPTEMBER 18, 2024

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2024 2025 2026 2027 Sept 2024 1.9 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2024 2025 2026 2027 Sept 2024 4.3 June 2024 1.9 June 2024 3.9

Banking 200

Banking Economics Marketing Marketing 200

Nerd's Eye View

MARCH 3, 2025

Welcome to the March 2025 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 170

Estate Planning Portfolio Management Communication Planning 170

Calculated Risk

JANUARY 28, 2024

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 2026 Dec 2023 2.5 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 2026 Dec 2023 3.8 Sept 2023 1.9 Sept 2023 3.7

Banking 204

Banking Economy Marketing Marketing 204

Mish Talk

DECEMBER 22, 2022

Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. That is based in part on expectations of a worker backlash against returning to offices. Her bear case is for shares to trade at $700. trillion.

Marketing 210

Marketing Marketing Valuation Economics 210

Abnormal Returns

JULY 3, 2023

kitces.com) Estate planning Four things to consider in anticipation of 2026. (matts-newsletter-7a3f46.beehiiv.com) beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. financial-planning.com) Wealth.com's Ester will help you read estate planning documents.

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Nerd's Eye View

JULY 10, 2024

And although TCJA's reputation as a broad tax cut might give the impression that everyone's tax rates would increase after its expiration, comparing the current Federal tax brackets with their estimated post-TCJA equivalents shows that a fair number of households will actually see their tax rates decrease.

Taxes 246

Taxes Clients Planning Numbers 246

Calculated Risk

DECEMBER 13, 2023

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 2026 Dec 2023 2.5 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 2026 Dec 2023 3.8 Sept 2023 1.9 Sept 2023 3.7

Banking 173

Banking Economy Marketing Marketing 173

Abnormal Returns

MAY 8, 2023

thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. (advisorperspectives.com) Advisers need to recognize that clients have different conversational styles. kitces.com) How personality traits affect estate planning decisions. investmentnews.com)

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Abnormal Returns

MAY 29, 2023

1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." (thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. thinkadvisor.com) Steve Lockshin, "The dream becomes a nightmare for millions of high-net-worth investors on Jan.

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Calculated Risk

JULY 3, 2023

The leading edge of the Baby Boom generation is currently 75 (born in 1946), and these people will be turning 80 in 2026. This graph is from 2010 to 2060 (all data from Census: current to 2060 is projected). The peak of the boomers will be turning 80 in 2035 or so, and the tail end turning 80 in 2044 (born in 1964).

Retirement 234

Retirement 234

Nerd's Eye View

SEPTEMBER 2, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when (..)

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

Advisor Perspectives

NOVEMBER 16, 2023

Inflation is edging back toward pre-pandemic rates in the US, but rent inflation still has a long way to go. To put it into numbers, the all-items consumer price index was just 3.2% higher in October than a year earlier, but the rent of primary residence index was up 7.2%.

Numbers 111

Numbers 111

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

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

Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 130

CFP Retirement Planning 130

Abnormal Returns

JUNE 4, 2023

1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." (linkedin.com) The AI stock mania phase is here. herbgreenberg.substack.com) Steve Lockshin, "The dream becomes a nightmare for millions of high-net-worth investors on Jan. riabiz.com) There's nothing magical about dividend investing.

Clients 162

Clients Investing Investments Marketing 162

The Big Picture

SEPTEMBER 6, 2023

Chapter 5 is confirmed , and heading to theaters in 2026, which I wouldn’t want to bet against. Just the box office for the first film, and its three sequels was billion dollars. John Wick 4, which came out this summer, did $432.2 million at the box office.

Distribution 306

Distribution Retirement Sales 306

Mish Talk

DECEMBER 12, 2022

Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. Wood's Predictions The price of bitcoin will hit $1 million by 2030, a roughly 6,000% increase from current levels. That is based in part on expectations of a worker backlash against returning to offices. Her bear case is for shares to trade at $700. trillion.

Valuation 157

Valuation Communication Marketing Marketing 157

Wealth Management

SEPTEMBER 7, 2022

Backers for the 5 Times Square loan, which runs through May 2026, include Morgan Stanley, Apollo Global Management Inc. and American International Group Inc. RXR and its partners have invested another $300 million to help renovate the site.

Management 130

Management Investing Investments 130

Nerd's Eye View

JANUARY 13, 2025

And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) Which means over the next 12 months, we're going to rebuild it all from scratch, with a modern technology foundation that will allow us to better scale over the next decade.

Financial Advice 146

Financial Advice Ethics Financial Planning Education 146

Nerd's Eye View

APRIL 5, 2023

And now, with the TCJA’s pending sunset provisions expected in 2026, gifting strategies are especially appealing for some individuals with large estates, looking to take advantage of the high exemption while they can. Contrary to what their name might suggest, flexibility can even be built into irrevocable trusts.

Estate Planning 246

Estate Planning Planning Taxes Clients 246

Abnormal Returns

SEPTEMBER 30, 2024

kitces.com) Tax strategies if the TCJA expires in 2026. (riabiz.com) Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform. riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road. wealthmanagement.com) Advisers 7 more lessons from building an fee-only RIA from scratch.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

Calculated Risk

DECEMBER 10, 2023

The projections this week will include the first look at 2026. Since the last projections were released, the economy has performed better than the FOMC expected, and inflation was below expectations. The BEA reported real GDP increased at a 5.2% annual rate in Q3. GDP tracking estimates show Q4 at around 1.2%

Banking 182

Banking Economy Marketing Marketing 182

MarketWatch

JUNE 21, 2023

DLTR set goals for the next few years in a statement released ahead of an analyst day, and said it’s targeting $10+ per-share earnings in fiscal 2026. Dollar Tree Inc. The company is also aiming to improve sales productivity and margins at its Family Dollar chain. “We

Sales 40

Sales Planning Marketing Marketing 40

MarketWatch

MAY 24, 2023

PPG said Wednesday it is targeting annual adjusted per-share earnings growth of 8% to 12% through 2026, one of several goals the paint company outlined ahead of an investor day. based PPG is targeting free cash flow of about $1 billion a year through 2026 and aims to achieve annual organic sales growth of 2% to 4%. Pittsburgh, Pa.-based

Sales 40

Sales Investing Investments Marketing 40

MarketWatch

JUNE 14, 2023

IMAX said Wednesday it extended its stock repurchase program for years, as the movie experiences company said it pushed back the program’s expiration to June 30, 2026 from June 30, 2023. The $400 million program, which kicked off in July 2017, has $191.5 million remaining. million shares under the current program, which represents 19.2%

Compensation Planning 40

Compensation Planning Planning Marketing Marketing 40

Advisor Perspectives

MARCH 4, 2025

Just recently, S&P Global released its 2026 earnings estimates, which, for lack of a better word, have gone parabolic. Such should not be surprising given the ongoing exuberance on Wall Street. As noted last week, correlations between all asset classes, whether international or emerging markets, gold or bitcoin, have all gone to one.

Assets 52

Assets Marketing Marketing 52

MarketWatch

JANUARY 31, 2023

Thacker Pass is scheduled to go into operation in the second half of 2026, the companies said. “Direct sourcing critical EV raw materials and components from suppliers in North America and free-trade-agreement countries helps make our supply chain more secure, helps us manage cell costs, and creates jobs,” GM CEO Mary Barra said.

Investing 75

Investing Investments Management Marketing 75