Abnormal Returns

APRIL 25, 2024

semafor.com) Finance The FMX Futures exchange is planning to take on the CME ($CME) in interest rate futures. (theatlantic.com) How big private equity has built itself a moat. ft.com) What happens when private equity takes over your pension fund. bloomberg.com) Rubrik ($RBRK) is now public.

Accounting 263

Accounting Consulting Financial Advising Valuation 263

Nerd's Eye View

FEBRUARY 8, 2023

Seasoned financial advisors have likely worked with clients with a wide variety of workplace retirement accounts, which can vary in terms of their investment offerings, fees, and other characteristics. In 2022, the TSP underwent a series of changes impacting its many account holders. But given that the U.S. But given that the U.S.

Planning 246

Planning Retirement Retirement Planning Government 246

Wealth Management

SEPTEMBER 19, 2023

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.

Assets 306

Assets Planning Government Accounting 306

Abnormal Returns

OCTOBER 4, 2023

humansvsretirement.com) Jon Luskin talks with Steve Chen about DIY retirement planning tools. theretirementmanifesto.com) Retirees increasingly need to take climate change into account when it comes to deciding where to live. nextavenue.org) Don't retire from work without a plan.

Planning 276

Planning Retirement Retirement Planning Financial Advisor 276

Nerd's Eye View

FEBRUARY 12, 2025

While it may take a while for the adjustments to take place, advisors can still help their clients plan for the effect of WEP and GPO's repeal by estimating how much the client will be receiving in Social Security benefits once the new law is implemented.

Retirement 245

Retirement Government Clients Planning 245

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k). I generally consider this a plan for the self-employed. You need to start a retirement plan today.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. Read More.

Retirement 246

Retirement Planning Financial Planning Risk Tolerance 246

Abnormal Returns

JANUARY 11, 2023

the-long-view.simplecast.com) A discussion about when it is time to adjust your retirement plans. mullooly.net) Banking High yield bank savings accounts are now actually high yield. npr.org) Retirement Nine retirement myths including 'I’m frugal and plan to live on 50% of my pre-retirement income.'

Planning 245

Planning Retirement Planning Retirement Retail 245

Nerd's Eye View

FEBRUARY 25, 2025

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.

Compensation Planning 147

Compensation Planning Clients Planning Wealth Advisor 147

Nerd's Eye View

APRIL 5, 2023

In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estate tax planning.

Estate Planning 246

Estate Planning Planning Taxes Clients 246

Financial Symmetry

APRIL 14, 2025

Each of these account types has its pros and cons, which I have outlined below. Once you open this account, it functions the same way as every other bank account does for deposits and withdrawals, and you can order a debit card for your child once they get older for spending purposes.

Accounting 52

Accounting Taxes Education Planning 52

Nerd's Eye View

DECEMBER 17, 2024

In this episode, we talk in-depth about the moment of realization Fran had when she line-itemed out the annual costs of operating under her previous broker-dealer and discovered that it added up to $500,000 per year (or 25% of her revenue) when accounting for grid payouts, technology fees, and the cost of their trading platform, how Fran's desire to (..)

Compliance 245

Compliance Financial Advisor Financial Advice Clients 245

Nerd's Eye View

DECEMBER 12, 2024

There's an old joke in the financial planning industry that the ideal client is "anyone with a pulse". For advisors just starting out, that sentiment often rings true – every prospect willing to pay for their service feels like an opportunity.

Clients 246

Clients Communication Financial Planning Accounting 246

Nerd's Eye View

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.

Planning 246

Planning Distribution Assets Retirement Planning 246

Wealth Management

DECEMBER 15, 2023

Act regarding individual retirement accounts, including changing when the first required minimum distribution can be made from the account, new rules for inhe The panel of experts will discuss and answer questions about the changes made by SECURE 2.0

Retirement Planning 263

Retirement Planning Retirement Distribution Planning 263

Nerd's Eye View

DECEMBER 9, 2024

Mentoring legal owners to fully embrace their roles can also guide them toward greater accountability and leadership within the firm. Additionally, fostering accountability across the firm – through regular performance reviews and recognizing contributions – helps motivate both owners and non-owners.

Investments 237

Investments Investing Distribution Accounting 237

Calculated Risk

FEBRUARY 26, 2025

From housing economist Tom Lawler: Treasury Secretary Wrongly Says Fed Has Been Big Seller of Treasuries In an interview last week, Treasury Secretary Bessent said that any plans by the Treasury to extend the maturity were a long ways off. Here is a quote from Bessent.

Sales 281

Sales Accounting Planning Marketing 281

Wealth Management

APRIL 9, 2025

The plan provider with 1.3 million public service worker accounts has hired a former MassMutual executive to lead retail product offerings in a week market tumult has taken its toll on 401(k) plans.

Retirement 237

Retirement Retail Accounting Planning 237

Wealth Management

JANUARY 3, 2023

New law includes significant changes to the rules for individual retirement accounts and employer plans.

Retirement 317

Retirement Accounting Planning 317

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4. Plan for retirement 5.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Abnormal Returns

MARCH 3, 2025

Podcasts Michael Kitces talks with Jennifer des Groseilliers, CEO of The Mather Group, about building an effective equity compensation plan. capitalallocators.com) The biz What Robinhood ($HOOD) is planning now that its acquisition of TradePMR is finalized. riabiz.com) Advisers How to transition smaller accounts to a new service model.

Compensation Planning 146

Compensation Planning Wealth Management Clients Planning 146

Abnormal Returns

FEBRUARY 26, 2025

mrmoneymustache.com) Why you need to account for your Treasury income on your state taxes. humbledollar.com) Personal finance Two questions to ask if you need to re-prioritize your financial plan. fastcompany.com) What to consider when rolling over a 401(k) account to an IRA.

Asset Allocation 159

Asset Allocation Retirement Financial Planning Accounting 159

Wealth Management

FEBRUARY 28, 2024

Open, honest and candid discussion about the demise of 401(k) plans, consolidating retirement accounts, tech in DC plans and plan sponsors demanding more from their advisors.

Retirement 278

Retirement Accounting Planning 278

NAIFA Advisor Today

JANUARY 16, 2025

Advisor Today Guest Column January of 2025 is the 50th anniversary to one of the most important pieces of legislation in the retirement planning arena ever put into law by Congress. The key component to ERISA, which became law on January 1, 1975, was the establishment of the Individual Retirement Account or IRA.

Retirement Planning 140

Retirement Planning Retirement Planning Accounting 140

Wealth Management

NOVEMBER 29, 2023

Draft estate planning documents with flexibility to account for a future diagnosis.

Estate Planning 289

Estate Planning Accounting Planning 289

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.

Assets 246

Assets Management Clients Compliance 246

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.

Assets 245

Assets Management Compliance Retirement Planning 245

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Three to six months worth of expenses tucked away in a high-yield savings account. Not for you.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Abnormal Returns

FEBRUARY 14, 2025

sixcolors.com) Contracts When the government pulls money from an account without authority. axios.com) It's hard to plan when the U.S. (sixcolors.com) The Apple TV app is coming to Android. spyglass.org) Apple TV should lean into live channels. government is breaking legal contracts.

Advertising 170

Advertising Government Manufacturing Media 170

Abnormal Returns

NOVEMBER 20, 2024

cameronhuddleston.com) Five ways to simplify your estate plan. abnormalreturns.com) A bad experience trying to capture a bank 'bonus' account offer. (wsj.com) How more data on flood risks affects home buyer behavior. papers.ssrn.com) Family What (and when) should you tell your children about your finances? They are a better mousetrap.

Estate Planning 159

Estate Planning Retirement Marketing Marketing 159

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. Read More.

Financial Planning 246

Financial Planning Risk Tolerance Retirement Planning Planning 246

Abnormal Returns

MARCH 24, 2025

theatlantic.com) X has blocked access to opposition accounts in Turkey. politico.eu) Don't hold your breath for a Marshall Plan for Ukraine. (wapo.st) Members of the administration are using Signal to coordinate military actions. They accidentally added a journalist to their chat.

Government 159

Government Media Accounting Economy 159

Calculated Risk

APRIL 8, 2024

Over the month, commercial planning fell 3.2% and institutional planning dropped 17.2%. “In In 2023, commercial planning decreased while institutional planning notably improved, sitting 29% above year-ago levels in February 2024. in March to 164.0 2000=100) from the revised February reading of 179.5.

Education 305

Education Planning Accounting Economics 305

Abnormal Returns

OCTOBER 7, 2024

frazerrice.com) Creative Planning TPG just bought a big stake in Creative Planning. thinkadvisor.com) Creative Planning shows 'institutional investors are placing a premium on integrated wealth management businesses relative to aggregators.' citywire.com) Advisortech AI is coming for the compliance stack.

Compliance 287

Compliance Wealth Management Financial Advice Government 287

Wealth Management

DECEMBER 4, 2024

The new system will support Voya Financial Advisors with account opening, financial planning, and collaboration features.

Financial Advisor 246

Financial Advisor Financial Planning Accounting Planning 246

Nerd's Eye View

MAY 17, 2023

Like native-born workers, foreign workers need to think about saving for retirement, planning for their children’s college, managing healthcare costs, and all manner of other financial goals. For example, the tax benefits of certain accounts can sometimes work in the other direction if a non-U.S.-born

Taxes 246

Taxes Investments Investing Accounting 246

Abnormal Returns

DECEMBER 18, 2023

standarddeviationspod.com) Thomas Kopelman talks planning for people planning to move outside the U.S. wealthmanagement.com) Retirement accounts What's changing for retirement accounts in 2024. thinkadvisor.com) Aging What is advanced care planning? with Jack Thomas. It's time to get up to speed.

Retirement 276

Retirement Accounting Planning Clients 276