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 92

Taxes Tax Planning Planning 92

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

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

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 111

Taxes Clients 111

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 119

Banking Economics Marketing Marketing 119

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

Wealth Management

OCTOBER 21, 2024

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

Taxes 105

Taxes 105

Wealth Management

AUGUST 9, 2024

The rollout of the 2025-2026 FAFSA college student admissions form already has been delayed until Dec.

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124

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

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

NOVEMBER 3, 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 70

Banking Economics Marketing Marketing 70

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 78

Banking Economics Marketing Marketing 78

Advisor Perspectives

OCTOBER 11, 2024

Elon Musk unveiled Tesla Inc.’s ’s highly anticipated self-driving taxi at a flashy event that was light on specifics, leaving investors questioning how the carmaker expects to achieve its ambitious goals.

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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 239

Taxes Clients Planning Numbers 239

Calculated Risk

OCTOBER 30, 2024

million in 2025 and more than 5 million in 2026,” Yun said. Yun predicts the median existing-home price will rise to $410,700 in 2025 and to $420,000 in 2026. “After two years of sluggish home sales in 2023 and 2024, existing-home sales are forecasted to rise to 4.47 The annual 30-year fixed mortgage rate will slide to 5.9%

Sales 67

Sales Economy Marketing Marketing 67

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 112

Banking Economy Marketing Marketing 112

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 159

Clients Investing Investments Marketing 159

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 232

Financial Planner Tax Planning Compliance Financial Advice 232

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

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

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 Estate Planning Financial Advising Banking 242

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 80

Banking Economy Marketing Marketing 80

Trade Brains

NOVEMBER 4, 2024

Future Outlook Beta Drugs plans to broaden its product portfolio as it is planning to launch 25 new products by 2026. Beta Drugs is also focusing on enhancing its sales to 450+ crores by 2026. Share Price Beta Drugs Ltd share price: Shares of pharma company Beta Drugs Ltd are trading at Rs.2,079, higher from its previous close of Rs.

Manufacturing 98

Manufacturing Pharmaceutical Planning Healthcare 98

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 67

Banking Economy Marketing Marketing 67

NAIFA Advisor Today

AUGUST 1, 2024

As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027. Wheeler, who currently serves on NAIFA’s National Government Relations and IFAPAC Committees, is a past NAIFA-National Trustee and Past President of NAIFA-Illinois. He has been a loyal NAIFA member since 1973.

CFP 52

CFP Wealth Management Government Management 52

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 213

Financial Planner Strategic Planning Retirement Planning Retirement 213

The Big Picture

OCTOBER 20, 2023

The Waterline, which will become the tallest building in all of Texas, at 74 stories, when it opens in 2026, and a mammoth 1.1 Between spaces completed since 2020 and what’s still in the pipeline, the office market will grow nearly 25 percent — the fastest rate on the continent. million-square-foot complex on the city’s outskirts.

Startup 261

Startup Insurance Sales Marketing 261

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 301

Distribution Retirement Sales 301

NAIFA Advisor Today

OCTOBER 5, 2023

As incoming Secretary, Gandy will be in line to serve as President-Elect in 2025 and President in 2026. A current member of NAIFA’s Board of Trustees, Gandy has been a loyal NAIFA member since 2003.

Government 52

Government 52

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 237

Estate Planning Planning Taxes Clients 237

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 52

Management Investing Investments 52

Trade Brains

OCTOBER 20, 2024

Nevertheless, this appeal extends the case’s timeline, potentially dragging the legal battle into 2026. He emphasised that the core ruling declaring XRP not a security in retail sales remains intact. Ripple isn’t taking the SEC’s appeal lying down.

Retail 117

Retail Sales Commission Assets 117

Trade Brains

OCTOBER 23, 2024

Initially, growth may slow slightly in fiscal 2025-2026 to between 6.5 Also read… Telecom stock jumped 3.94% after company reported 72% increase in net profit Challenges The outlook remains positive despite some challenges ahead. However, this connects to broader global trends rather than local factors.

Economy 116

Economy Manufacturing Economics Investing 116

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

MarketWatch

APRIL 7, 2023

Capital One has been issuing Walmart’s credit cards since 2019, and the contract extends to at least 2026, the Journal said. The Journal, citing people familiar with the matter, said Walmart had wanted to renegotiate certain agreement terms such as loss-sharing, and wanted its fintech segment to have a role in issuing cards.

Retail 75

Retail Accounting Marketing Marketing 75

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 93

Retirement 93