Nerd's Eye View

SEPTEMBER 2, 2022

Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

Financial Symmetry

APRIL 9, 2025

These rates aren’t just static numbers; they should be assessed within the context of your financial future. Business ventures or new income sources without tax withholding also necessitate proactive planning to avoid year-end surprises. Analyze whether your tax rate will rise or fall in the coming years.

Taxes 60

Taxes Tax Planning Retirement Planning 60

Trade Brains

AUGUST 1, 2024

But that does not mean that we are not having our hands in it, we are investing about Rs 3 crores to develop this technology and are hopeful that by April 2026 we will be having our first Dry Gas Seal in the market. Could you provide insights into your strategic plans and anticipated milestones?

Planning 59

Planning Manufacturing Investments Investing 59

Brown Advisory

NOVEMBER 1, 2019

These conditions present a variety of challenges for investors; more germane to our discussion in this letter, they also present a number of planning opportunities that may require near-term action. Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency.

Planning 52

Planning Taxes Clients Assets 52