Nerd's Eye View

JUNE 14, 2024

Also in industry news this week: While an infusion of Private Equity (PE) capital has shaken up the RIA M&A market, the ultimate implications for advisors, their clients, and the PE firms themselves remain unclear A recent study has found that a significant portion of 'DIY' investors are open to working with a human advisor (and paying for the (..)

Financial Planner 246

Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

Harness Wealth

NOVEMBER 12, 2024

stocks, index funds) in taxable accounts, tax-inefficient assets (e.g., Monitor and Adjust for Tax Efficiency and Rebalancing: Periodically review and rebalance your asset location strategy to maintain your target asset allocation and adjust for any changes in tax laws or personal financial circumstances.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Cordant Wealth Partners

SEPTEMBER 8, 2022

Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. Here are four factors to consider in making your investment choices.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52