James Hendries

NOVEMBER 15, 2022

Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Walkner Condon Financial Advisors

JULY 27, 2023

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. We encourage them also to download their mobile app. Mary Jo will mostly be supporting the international team, though she will be cross trained to help the domestic team when necessary as well.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Walkner Condon Financial Advisors

MAY 12, 2023

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. We encourage them also to download their mobile app. Mary Jo will mostly be supporting the international team, though she will be cross trained to help the domestic team when necessary as well.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Tucker Advisors

SEPTEMBER 8, 2021

The 401(k) often offers a traditional pre-taxed account and a post-taxed Roth account, with both sourced in a blend of stock and bond options the employee must choose and maintain with the appropriate risk tolerance until retirement. High Profile Use of Annuities Download. The Pros and Cons of the 401(k). Sources: 1.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

James Hendries

OCTOBER 11, 2022

A stimulus packed government ‘mini budget’ announcement that included significant unfunded tax cuts sent sterling spiraling to an all-time low of $1.035 per pound, see Figure 1 , as currency markets panicked about the U.K.’s government backtracking on some of the tax cuts) but have been edging up again in the past few days.

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

AUGUST 30, 2022

Also, consider higher taxes from the Inflation Reduction Act will likely trim $2 to $3 off next year’s S&P 500 Index earnings, while fewer buybacks in response to the 1% buyback tax may leave share counts higher and therefore EPS slightly lower. Click here to download a PDF of this report. Conclusion. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Numbers 52

Good Financial Cents

FEBRUARY 24, 2023

Other Features Income Tax Reporting Webull provides a consolidated Form 1099, which includes reporting information from 1099-B (transactions), 1099-DIV (dividend income), 1099-INT (interest), and 1099-MISC (other income and information). The form can be downloaded from the Webull app.

Investing 96

Investing Investments Commission Accounting 96

Tucker Advisors

OCTOBER 18, 2021

Download Client Appreciation Guide. We suggest articles and downloads that will allow them to educate themselves on a topic specific to them and your business. This could be an article about how to maximize retirement readiness or a checklist of information on how to retire tax-free. Download Client Appreciation Guide.

Advertising 52

Advertising Media Retirement Financial Advisor 52

The Big Picture

JANUARY 30, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We were, we licensed the content so it didn’t require an enormous investment, right? I underappreciated how much costs and taxes can undermine investing returns.

Media 147

Media Wealth Management Investing Investments 147

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. what are the taxes for?). Download the full letter > The Global Leaders Strategy invests in a concentrated portfolio of market-leading companies from across the globe.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We were one of the last to get what’s called a value added license to the compus stat database. You were subject to the 75% marginal tax rate. And I’m gonna own the whole market.

Assets 173

Assets Management Portfolio Marketing 173

James Hendries

JULY 6, 2022

To be sure, the Biden administration, while focused squarely on its policy of transitioning the economy towards a non-fossil fuel environment, has been trying to alleviate the burden of rising gasoline and diesel prices by trying to introduce a federal gasoline tax holiday. Click here to download a PDF of this report.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. There’s not significant licensing, you know, that that takes place. HAMBURGER: And then they don’t look at the tax structure, right? Now you buy a license.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And there was just a very rich development period, which I think at the time, I don’t know, if I fully appreciate it, I’m someone who likes to see change licensing developments.

Portfolio 130

Portfolio Management Assets Investing 130

Good Financial Cents

OCTOBER 10, 2022

Betterment lets you start investing with as little as $10, and you can benefit from perks like automated investing and tax loss harvesting. You can also lean on help from a robo-advisor like Betterment when it comes to creating a portfolio of stocks to help you make money while you sleep. Open an account. #7:

Accounting 69

Accounting Investing Investments Certification 69

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: — and having the guy — the attendant asked me, do you have an even number or odd number license plate? KLINSKY: Right.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And even before the pandemic, we had changes in laws like the mansion tax, the rent law changed so that conversions of existing buildings are almost impossible. MILLER: Yeah.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Would you license these models to me? Alternatives and alternative strategies tend to be less tax efficient, more opaque. I’m a broke college student who needs some beer money.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JUNE 20, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows. Let’s talk about tax loopholes.

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

OCTOBER 10, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Tax cuts and fiscal stimulus, what’s not gonna be good for 00:25:03 [Speaker Changed] Equities.   The transcript from this week’s, MiB: Michael Lewis on SBF & FTX , is below.

Math 162

Math Numbers Marketing Marketing 162

The Big Picture

AUGUST 22, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. SUNSTEIN: Yeah, we probably need a progressive income tax or something and jobs programs and educational opportunity. And then people will feel licensed to say what they had shut up about.

Economics 245

Economics Media Government Numbers 245

James Hendries

NOVEMBER 8, 2022

This would take any meaningful risk of tax increases on households or businesses off the table. Click here to download a PDF of this report. Insurance products are offered through LPL or its licensed affiliates. Three Things to Know About Recessions – October 24, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Government Banking 52

The Big Picture

DECEMBER 24, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Let’s talk about the state tax advantage. Tell us how they push the envelope with state sales tax. Sears would have to charge 8% sales tax in New York. So talk about arbitrage.

Retail 130

Retail Advertising Taxes Numbers 130