The Big Picture

AUGUST 8, 2023

It is a “monthly measure of how unpredictable overall economic conditions are 1 month, 3 months, and 1 year ahead.” But “uncertainty” as that word is commonly used on Wall Street 1 seems to be correlated with concerns about faltering economic conditions and/or rising market volatility. And I am okay with that.

Distribution 246

Distribution Economics Communication Media 246

Nerd's Eye View

OCTOBER 8, 2024

In this episode, we talk in-depth about how Michael and his fellow partners used the perpetual purpose trust, which now "owns" the underlying RIA, to implement a succession that provided them with an up-front payment financed by a loan taken out by the business as well as ongoing earn-outs, and allowing them to monetize their original stakes in the (..)

Financial Advisor 246

Financial Advisor Clients Distribution Planning 246

The Big Picture

JULY 12, 2023

Chief Investment Officer ) • Municipalities aren’t going to drive US economic growth But they aren’t going to tank it either : The economics of state and local governments matter a great deal. Claims of rolling recessions are used merely as an excuse for failed macroeconomic predictions that flowed from bad models. (

Insurance 244

Insurance Distribution Economics Consulting 244

The Big Picture

JANUARY 1, 2024

Barron’s ) • Ten Economic Questions for 2024 : The purpose of these questions is to provide a framework of how the U.S. She has worked at FT since 1988, and held leadership roles in investment management, distribution, technology, operations, and high-net-worth clients. Why They Can Do It Again in 2024. Stay invested.

Distribution 273

Distribution Economy Clients Management 273

The Big Picture

MAY 25, 2023

As outreach and distribution technologies improve, influencer payoffs and income inequality change non-monotonically. Sellers thus compete in both influencer and product markets. More powerful influencers sell better-quality products, but pluralism in style mitigates market concentration by effectively differentiating consumer experience.

Distribution 263

Distribution Media Government Economy 263

Abnormal Returns

JULY 19, 2022

evidenceinvestor.com) What's the best way to take distributions from a portfolio? ofdollarsanddata.com) Research Five questions to ask about any back test including 'Does the strategy have an economic reasoning behind It?' evidenceinvestor.com) A look at the distribution of U.S. stock returns from 1963-2020.

Distribution 130

Distribution Portfolio Management Portfolio Economics 130

Nerd's Eye View

JANUARY 1, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: JPMorgan has announced plans to shut down its robo-advisor offering after just four years, highlighting broadly the challenges of robo-advisors to overcome the challenging economics of acquiring and serving small clients, and in (..)

Retirement Planning 246

Retirement Planning Startup Compliance Clients 246

Carson Wealth

MAY 23, 2024

While a critical decision, it’s often given significantly less thought than the distribution of your assets. Depending on the provisions of the trust, this type of arrangement could create a situation where the oldest child has complete discretion over whether to make distributions to their siblings.

Estate Planning 118

Estate Planning Planning Distribution Valuation 118

The Big Picture

FEBRUARY 5, 2024

The resulting impact on CRE land and liabilities is a risk factor for the banking sector, and potentially a threat to the broader economic system. Walk through any urban neighborhood that has below-average office vacancy rates, and it looks like you are in an era of economic depression. So far, these have achieved only mixed success.

Retail 195

Retail Economics Distribution Banking 195

Mish Talk

DECEMBER 13, 2022

Blockchain Effort Cancelled Australia had a blockchain prototype effort to record stock market settlement but abandoned it.

Electronics 189

Electronics Distribution Government Assets 189

Cornerstone Financial Advisory

NOVEMBER 25, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 7 This Week: Key Economic Data Tuesday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; November 21, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Fortune Financial

MARCH 7, 2024

The greatest and most immediate impact, however, was economic; researchers at the University of California, San Diego estimate that for every $1 put into building the interstate highway system, $1.80 was returned in greater economic activity.

Retail 141

Retail Distribution Financial Advisor Manufacturing 141

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust . Charitable Remainder Unitrust

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Advisor Perspectives

JULY 8, 2024

Philanthropy is not a substitute for government action in areas like health, education, and the distribution of income and wealth, but it can advance public goods and improve human well-being. The key is to design institutions that deliver the reputational benefits that donors crave.

Economics 52

Economics Distribution Education Government 52

Cornerstone Financial Advisory

DECEMBER 16, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 8 This Week: Key Economic Data Tuesday: Federal Open Market Committee (FOMC) Meeting Begins. The Dow registered its worst losing streak since 2020. 5,6,7 Source: YCharts.com, December 14, 2024. Retail Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Consumer Confidence.

Marketing 52

Marketing Marketing Taxes Economics 52

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

The Economic Recovery Tax Act (ERTA) of 1981 allowed for the IRA to become universally available as a savings incentive to all workers under age 70 1/2. In 1992, provisions were made to the TIRA to allow for “special purpose” distributions (known as §72(t) distributions ), not subject to the 10% early withdrawal penalty.

Retirement 90

Retirement Distribution Taxes Retirement Planning 90

The Big Picture

MARCH 31, 2023

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. Real Estate Bust Exposes Big Divide At the heart of the country’s economic and social crisis is a broken housing market, which has amplified social divisions.

Banking 162

Banking Math Distribution Investment Advisor 162

Cornerstone Financial Advisory

DECEMBER 23, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 8 This Week: Key Economic Data Monday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; December 16, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Discipline Funds

JUNE 29, 2023

In our full year outlook for 2023 we discussed the trimodal distribution set and probabilities of a smooth, bumpy and hard landing. We said the economy was most likely to be “bumpy” this year with a moderately higher chance of a smooth landing and a low chance of a hard landing.

Economics 52

Economics Distribution Economy Assets 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. One area of concern has been the economic impact of proposed tariffs.

Marketing 52

Marketing Marketing Economics Taxes 52

Trade Brains

NOVEMBER 4, 2024

Central banks hold gold bars in reserve to withstand economic downturns, much like we save money for unexpected expenses. As gold acts as a hedge against economic downturns, the central bank could be using this measure to stabilize the Indian economy in the event of any uncertain global financial conditions.

Insurance Coverage 105

Insurance Coverage Banking Economics Economy 105

Trade Brains

JANUARY 17, 2024

During the financial year FY23, the company increased its direct distribution by 15%. million outlets in TCPL’s distribution breadth are directly served. million for Capital Foods and 24,000 for Organic India, both acquisitions have the potential to grow in the near future through wider distribution. million of the 3.9

Food 105

Food Distribution Pharmaceutical Portfolio 105

Getting Your Financial Ducks In A Row

MAY 22, 2023

It is key to note that, although these exceptions allow the distribution of funds without triggering the 10% penalty, in most cases the account owner is still liable for the ordinary income tax on distributions. Normal distribution – take your withdrawal after age 59½ 2. Consult your tax advisor for additional information.

Distribution 77

Distribution Medical Accounting Taxes 77

Cornerstone Financial Advisory

NOVEMBER 18, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Confident consumers tend to spend money, which may take some pressure off the Fed as it looks to manage economic activity. This Week: Key Economic Data Monday: Fed Official Austan Goolsbee speaks.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

JULY 10, 2023

Economists have described recent economic conditions as the “Everything Bubble,” where the prices of all asset classes are simultaneously overvalued. London School of Economics ) • Meta’s New Threads App Is Terrible. Though Kindleberger died in 2003, his work has never seemed more relevant. It Just Might Bury Twitter.

Distribution 130

Distribution Economics Retail Assets 130

Mish Talk

NOVEMBER 30, 2022

TradeLens was designed to be an industry-supported supply-chain data, document, and analytics platform that could be used by importers, exporters and anyone else involved in global trade, making use of distributed blockchain technology for its backend.

License 219

License Transportation Distribution Banking 219

Carson Wealth

JULY 19, 2022

They can reinforce corporate dedication to transparency and strong economic, social and corporate pillars for employees and organizational stakeholders to follow. . Organizational structure, size, fundamental economic cycles and industry norms dictate the magnitude and offering of each quadrant. . Economic Benefit Arrangement.

Executive Compensation 111

Executive Compensation Compensation Planning Planning Insurance 111

Cornerstone Financial Advisory

DECEMBER 9, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 9 This Week: Key Economic Data Tuesday: Productivity and Costs. Source: I nvestors Business Daily – Econoday economic calendar ; December 6, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 30, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 6 This Week: Key Economic Data Monday: Pending Home Sales. Source: I nvestors Business Daily – Econoday economic calendar ; December 27, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Consumer Confidence. Home Price Index.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

Marketing 105

Marketing Marketing Economics Taxes 105

Good Financial Cents

JULY 5, 2022

The money will be distributed according to the terms of the 401k plan. If you do not have any designated beneficiaries, then the money in your 401k will become part of your estate and will be distributed according to the terms of your will. ” How Your 401(k) is Distributed After Death. Ads by Money. Click below today!

Distribution 74

Distribution Accounting Retirement Planning 74

Discipline Funds

JULY 16, 2024

The combination of the Great Financial Crisis period and the Covid era created some of the most interesting economic experiments in history. They also resulted in some of the worst narratives in finance and economics. But most importantly, it was the distribution of interest income that made the biggest impact.

Government 132

Government Banking Economy Economics 132

Trade Brains

DECEMBER 23, 2022

Economic activities are no longer limited to daylight. “Clean, cheap and abundant power is one the basic ingredients for the economic progress of a city, state or country.” Further, the company manages a transmission network of 3,532 km and a distribution network of more than 400 thousand circuit km across India.

Distribution 105

Distribution Economics Portfolio Management 105