Nationwide Financial

JUNE 9, 2023

Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. It wasn’t that long ago that inflation was almost non-existent in the economy.

Retirement 98

Retirement Clients Certification Taxes 98

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). Consider the chart up top (it’s from an RWM client-only quarterly call). Then came the pandemic, and a huge federal worker subsidy.

Medicine 331

Medicine Numbers Food Insurance 331

Nerd's Eye View

DECEMBER 26, 2023

Rob is the CEO and Founder of NorthRock Partners, an RIA based in Minneapolis, Minnesota, that oversees $5 billion in assets under management for 1,500 client households. Read More.

Financial Advisor 205

Financial Advisor Clients Assets Insurance 205

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. But thats not even the biggest challenge you face with winning more clients.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Zoe Financial

MARCH 3, 2025

Outlook: Economy is in a soft patch, but if policy and geopolitical risks remain stable, markets could digest recent volatility. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. So taxes and bonds for sure. So kind of an, you know, easy transition taxes and bonds to, to corporate bonds. You could get tax free yield at 7% imagine and, and a rated not junk. You could get tax free yield at 7% imagine and, and a rated not junk.

Banking 130

Banking Economy Startup Marketing 130

Zoe Financial

NOVEMBER 11, 2024

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Taxes Financial Advisor 52

Zoe Financial

MARCH 10, 2025

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 299

Clients Wealth Management Banking Investments 299

Zoe Financial

FEBRUARY 3, 2025

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

APRIL 21, 2025

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

MARCH 24, 2025

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

FEBRUARY 24, 2025

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Healthcare Taxes 52

The Big Picture

OCTOBER 27, 2023

Muni bonds were yielding 2-3%, a tax equivalent (depending on the state you lived in and your tax bracket) of ~4-5%. These are the types of conversations we’ve been having with clients this year at Ritholtz Wealth Management. And this was before the 2022-23 rate hiking cycle. This is what governs the bond market.

Portfolio 147

Portfolio Government Wealth Management Clients 147

Zoe Financial

JANUARY 20, 2025

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

JANUARY 6, 2025

Will the economy avoid a recession? PMI and ISM data will offer an overall snapshot of the economys performance. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 40

Marketing Marketing Economy Taxes 40

Zoe Financial

DECEMBER 16, 2024

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Accounting Taxes 52

The Big Picture

FEBRUARY 10, 2023

Vox ) see also If You Have to Have a Recession, Make It a Rolling One Mild slumps that ripple through the economy can slow inflation without putting too many people out of work. Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator? Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator?

Math 173

Math Engineering Manufacturing Investing 173

Nationwide Financial

OCTOBER 27, 2022

The political divide in America is growing, and your clients’ fears about the economy during an election may affect how they view election results. According to the Pew Research Center, there has been an increasingly stark disagreement between Democrats and Republicans many topics, including on the economy. [1].

Clients 52

Clients Retirement Planning Retirement Taxes 52

Nationwide Financial

JANUARY 25, 2023

The start of a new year presents opportunities for clients to make positive changes for their financial futures. Clients should not get discouraged by their portfolio’s past performance. Here are some key points to use with clients as you help them assess their retirement plans.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Nationwide Financial

MARCH 31, 2023

Key Takeaways: As financial professionals, your clients may have questions about The Fair Tax Act, a proposed national sales tax which aims to simplify taxes by taxing consumption, rather than income. At this time of year, your clients may get frustrated with income taxes and think, “there must be a better way.”

Taxes 52

Taxes Sales Clients Compliance 52

Zoe Financial

NOVEMBER 18, 2024

economy, comments from Federal Reserve Chairman suggest they may not lower interest rates as quickly as previously anticipated. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

NOVEMBER 25, 2024

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

Marketing 40

Marketing Marketing Taxes Economics 40

Abnormal Returns

MARCH 9, 2023

(etf.com) The Vanguard Short-Term Tax-Exempt Bond ETF ($VTES) has launched. theconversation.com) Economy A half point Fed rate hike is again on the table. abnormalreturns.com) Research links: client demand. etf.com) Ukraine Ukraine is turning down the offer of support from Afghan fighters. semafor.com) The U.S.

Financial Advising 130

Financial Advising Manufacturing Management Media 130

The Big Picture

FEBRUARY 21, 2023

And certainly for us, that has been a time to show up and answer the bell for our clients. I mean it was a company owned by its clients with a clear purpose to really give them a fair shake and provide them with a better future. We looked at client success, it was defined by the funds they hold, but also by the advice they got from us.

Clients 279

Clients Investing Investments Retirement 279

Zoe Financial

DECEMBER 28, 2024

Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation. This could include leveraging tax-advantaged accounts, maximizing deductions, or planning for capital gains. Economies and markets fluctuate. Your credit score influences everything from loan approvals to interest rates.

Estate Planning 40

Estate Planning Financial Advisor Accounting Wealth Advisor 40

Zoe Financial

DECEMBER 9, 2024

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

Marketing 40

Marketing Marketing Economics Taxes 40

Harness Wealth

FEBRUARY 25, 2023

Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. We’re here to help guide you through your crypto taxes so you can focus on building, investing and trading. This is because they are treated as property (much like stocks, real estate, or gold).

Taxes 52

Taxes Accounting Assets Financial Advisor 52

Nationwide Financial

JUNE 29, 2023

Key Takeaways: To prepare for a layoff, your clients may want to build their emergency savings, continually review their budget and income, and foster relationships in their industry to build up their network. Where your clients feel comfortable tightening their budget will depend on their personal financial goals and values.

Clients 52

Clients Budgeting Retirement Planning Insurance 52

Investing Caffeine

DECEMBER 1, 2022

The buffet of issues includes the Federal Reserve’s fastest rate hike cycle in decades ( see chart below ), spiking inflation, a slowing economy, an unresolved war between Russia and Ukraine, declining home prices, and a volatile stock market to boot. www.Sidoxia.com.

Economy 111

Economy Government Economics CFP 111

Trade Brains

FEBRUARY 21, 2024

crores plus taxes Scope: Implementation and management of IT infrastructure Client: Central Board of Indirect Taxes and Customs (CBIC), Ministry of Finance, Govt of India Missile Systems Spares Order from Mazagon Dock Shipbuilders Ltd Value: Rs. 2,673 Crore Client: Goa Shipyard Limited (Value: Rs.

Electronics 105

Electronics Government Communication Budgeting 105

Brown Advisory

AUGUST 19, 2022

This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client. Brown Advisory does not render legal or tax advice. An index constituent must also be considered a U.S.

Marketing 98

Marketing Marketing Investing Investments 98

Investing Caffeine

DECEMBER 1, 2023

Economy Remains Healthy : As mentioned earlier, the constant barrage of recession calls over the last two years has been blatantly wrong. If and when the economy weakens further, and the Federal Reserve reverses course by cutting interest rates, cash will earn less and will likely return to the stock market in droves.

Economy 91

Economy CFP Economics Investing 91

The Big Picture

FEBRUARY 25, 2025

So the combination made us a consequential investment client for Wall Street as Wall Street was just coming into doing serious research on individual companies and industries. One is that I knew from my own personal experience, I had no ability to get my clients to tell me what I was doing right or wrong. I have to graduate.

Investing 162

Investing Investments Management Engineering 162

Investing Caffeine

JANUARY 2, 2024

With China’s stagnating economy, it has helped our inflationary cause by exporting deflationary goods to our country. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. a few months ago to 3.9%

Economy 98

Economy CFP Accounting Investing 98

Investing Caffeine

MARCH 1, 2024

Tax Time April is fast approaching, which means it’s that time of the year when Uncle Sam will come knocking on your door with your tax bill. Perhaps your taxes have already been prepaid and a refund is coming your way. www.Sidoxia.com Wade W. Slome, CFA, CFP® Plan. Subscribe Here to view all monthly articles.

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

Brown Advisory

OCTOBER 11, 2022

This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client. Brown Advisory does not render legal or tax advice. Past performance is not indicative of future performance.

Marketing 98

Marketing Marketing Investing Investments 98