Abnormal Returns

OCTOBER 27, 2024

npr.org) How the alcohol lobby has kept higher taxes at bay. statnews.com) Economy Where does economic growth come from? conversableeconomist.com) The economic schedule for the coming week. (advisorperspectives.com) In many states a rape exception is no help at all. awealthofcommonsense.com) R&D spending in the U.S.

Financial Advising 293

Financial Advising Economics Media Economy 293

Abnormal Returns

MARCH 14, 2025

(podcasts.apple.com) Jim Pethokoukis talks the business of space with Matt Weinzierl, co-author of "Space to Grow: Unlocking the Final Economic Frontier." fasterplease.substack.com) Policy Stephen Dubner talks tax myths with Jessica Riedl, a senior fellow in budget, tax, and economic policy at the Manhattan Institute.

Budgeting 147

Budgeting Economy Taxes Economics 147

Calculated Risk

FEBRUARY 23, 2025

Early in February , I expressed my "increasing concern" about the negative economic impact of "executive / fiscal policy errors", however, I concluded that post by noting that I was not currently on recession watch. Housing is the basis of one of my favorite models for business cycle forecasting.

Sales 309

Sales Investments Investing Economy 309

Nerd's Eye View

OCTOBER 4, 2023

And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S.

Valuation 246

Valuation Economics Economy Marketing 246

The Big Picture

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. Be tax-aware. Bad Numbers : 4.

Investments 317

Investments Investing Math Media 317

Harness Wealth

APRIL 4, 2025

This weeks Tax Advisor Weekly covers key updates for financial professionals. We begin with guidance on navigating property tax considerations during business mergers and expansions. In this blog post, well cover key business events that impact property tax and business licenses, along with what you need to consider for each.

Taxes 52

Taxes License Banking Government 52

MainStreet Financial Planning

MARCH 12, 2025

Economic uncertaintywhether it’s due to market volatility, rising inflation, or potential recessionscan feel overwhelming. Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic.

Economics 56

Economics Asset Allocation Financial Planning Taxes 56

Harness Wealth

MARCH 7, 2025

This weeks Tax Advisor news roundup covers key updates for financial professionals. Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Wealth Taxes in Europe, 2025 ( Cristina Enache , Tax Foundation) Net wealth taxes are recurrent taxes on an individuals wealth, net of debt.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Abnormal Returns

DECEMBER 1, 2024

reason.com) Taxing unrealized capital gains is a bad idea. paragraph.xyz) Can adjusting the tax code help increase fertility? econbrowser.com) The economic schedule for the coming week. (marginalrevolution.com) Policy What is the so-called 'abundance movement' all about? prospect.org) The math on mass deportation doesn't add up.

Math 173

Math Budgeting Food Taxes 173

Carson Wealth

FEBRUARY 4, 2025

Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications. And, if the U.S.

Risk Management 52

Risk Management Compliance Taxes Management 52

Abnormal Returns

JANUARY 24, 2025

drorpoleg.com) Crypto MicroStrategy ($MSTR) has a tax dilemma. ft.com) More tax-free ETF conversions are coming. calculatedriskblog.com) Earlier on Abnormal Returns Podcast links: basic economics. Strategy Market consensus is max bullish. downtownjoshbrown.com) How to find, and invest in, meme-worthy stocks.

Food 147

Food Taxes Media Economy 147

Abnormal Returns

SEPTEMBER 24, 2024

clearerthinking.org) Research How identifying economic regimes can help in portfolio allocation. caia.org) You don't need individual securities to get the benefits of tax loss harvesting. (caia.org) Correlations, 101. alphaarchitect.com) What investors get wrong about high quality stocks.

Taxes 269

Taxes Economics Portfolio 269

Abnormal Returns

APRIL 21, 2024

philbak.substack.com) Taxes How much do higher taxes prompt millionaires to relocate? theatlantic.com) Is there a better way to maximize charitable giving instead of a tax deduction? vox.com) Trying to tax all families equitably is a dilemma. papers.ssrn.com) The economic schedule for the coming week.

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Calculated Risk

APRIL 26, 2024

percent at a monthly rate) in March , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $104.0 The BEA released the Personal Income and Outlays report for March: Personal income increased $122.0 billion (0.5 billion (0.5

Food 324

Food Taxes Economics 324

Abnormal Returns

AUGUST 6, 2024

(wealthmanagement.com) How factor investors can hone in on after-tax returns. returnstacked.com) A look at how to identify economic regimes. alphaarchitect.com) Historically small and large caps have reacted to interest rates the same way. blogs.cfainstitute.org) How the number of firms in an industry affects idiosyncratic volatility.

Retail 278

Retail Accounting Taxes Numbers 278

Abnormal Returns

JUNE 23, 2024

libertystreeteconomics.newyorkfed.org) Wealth taxes are attractive in theory, impractical in reality. axios.com) The economic schedule for the coming week. (axios.com) AI Why Apple ($AAPL) is not bring AI to the EU. spyglass.org) AI needs data, including yours. nytimes.com) Policy There are no neobanks without banks.

Medicine 311

Medicine Financial Advising Economy Media 311

Abnormal Returns

MAY 12, 2024

theatlantic.com) Do data centers really deserve tax breaks? vox.com) Economy Some signs of economic caution. klementoninvesting.substack.com) The economic schedule for the coming week. (axios.com) Netflix ($NFLX) dominates standup comedy. Can it continue? wsj.com) Subsidies Have cities learned anything about stadium subsidies?

Financial Advising 278

Financial Advising Economy Economics Media 278

The Big Picture

JUNE 17, 2023

They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis. We discuss the Carried Interest tax loophole, a tax dodge that benefits a few 1000 people in the country but cost U.S. taxpayers 180 billion dollars per decade.

Taxes 327

Taxes Retail Economy Economics 327

The Big Picture

OCTOBER 23, 2023

” That poor belief system has disadvantaged America — it has made us economically weaker, prevented the country from performing basic maintenance on its infrastructure, and generally made it a harsher place to live. Note that we undertook much of the work anyway (airports, electrical grid, roads, etc.), All simply unnecessary.

Government 334

Government Economics Budgeting Taxes 334

Abnormal Returns

AUGUST 18, 2024

disciplinefunds.com) Vanguard is launching two new active ETFs, the Vanguard Core Tax-Exempt Bond ETF ($VCRM) and Vanguard Short Duration Tax-Exempt Bond ETF ($VSDM). apolloacademy.com) The economic schedule for the coming week. (sherwood.news) The Ozempic shortage is over. msn.com) ETFs ETFs are becoming gambling vehicles.

Financial Advising 277

Financial Advising Taxes Media Government 277

Calculated Risk

MARCH 7, 2024

Though February activity was muted as we started the month, we saw more activity in the lanes at Manheim in the second half of the month and finished the last week of February with some of the strongest weekly gains in wholesale prices for many years,” said Jeremy Robb, senior director of Economic and Industry Insights for Cox Automotive.

Consulting 344

Consulting Retail Taxes Economics 344

Abnormal Returns

JUNE 9, 2024

wsj.com) Policy What happens if the 2017 tax cuts lapse. wsj.com) Investing in ports has positive spillover economic effects. wsj.com) The economic schedule for the coming week. (msn.com) How Russian propaganda spreads despite bans in place. nytimes.com) Russia's population has been shrinking for decades.

Financial Advising 278

Financial Advising Budgeting Economics Media 278

Abnormal Returns

AUGUST 4, 2024

papers.ssrn.com) Taxes No matter who is President in 2025, taxes will be at the top of the agenda. econbrowser.com) The economic schedule for the coming week. (morningstar.com) Paid sick leave mandates help employees better maintain work-life balance. papers.ssrn.com) How McDonalds' ($MCD) wages vary by geography.

Financial Advising 274

Financial Advising Startup Economy Taxes 274

Abnormal Returns

SEPTEMBER 10, 2023

(nytimes.com) China is facing a lost economic decade. nytimes.com) IRS There is no shortage of wealthy people with back taxes owed. theconversation.com) Researched show stepped up tax audits more than pay for themselves. econbrowser.com) The economic schedule for the coming week.

Startup 277

Startup Financial Advising Economy Taxes 277

Abnormal Returns

NOVEMBER 24, 2023

citywire.com) Economy Five economic reasons to be thankful including 'Low unemployment claims.' econbrowser.com) Falling response rates are putting economic data quality at-risk. bloomberg.com) Earlier on Abnormal Returns Podcast links: tax fairness. calculatedriskblog.com) Where do year-ahead inflation expectations sit?

Financial Advising 261

Financial Advising Economics Media Economy 261

Harness Wealth

FEBRUARY 4, 2025

However, unlike stocks and bonds, alternative investments, or alts as theyre commonly known, have unique tax treatments and complex reporting requirements that investors should carefully consider before investing. Well also go into some potential strategies to optimize tax efficiency. How Are Alternative Investments Taxed?

Taxes 52

Taxes Investments Investing Startup 52

Calculated Risk

SEPTEMBER 29, 2023

percent at a monthly rate) in August , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $46.6 The BEA released the Personal Income and Outlays report for August: Personal income increased $87.6 billion (0.4 billion (0.2

Food 321

Food Taxes Economics 321

Calculated Risk

FEBRUARY 7, 2024

With the volatility we saw last year, it was a welcome sign for the industry to have a calmer month,” said Jeremy Robb, senior director of Economic and Industry Insights for Cox Automotive. “We The index experienced the same 0.0% monthly change from December 2021 to January 2022. month-over-month change showed stronger values than the 0.2%

Consulting 314

Consulting Taxes Economics Sales 314

Calculated Risk

JULY 26, 2024

Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $37.7 The BEA released the Personal Income and Outlays report for June: Personal income increased $50.4 billion (0.2 percent at a monthly rate) in June , according to estimates released today by the U.S. billion (0.2

Food 265

Food Taxes Economics 265

Abnormal Returns

AUGUST 1, 2024

administrations became addicted to economic sanctions. washingtonpost.com) The amount of tax breaks an organization like Harvard University gets is stunning. (nextbigideaclub.com) An excerpt from "Tender Paws: How Science-Based Parenting Can Transform Our Relationship with Dogs" by Wendy Lyons Sunshine. wsj.com) Policy How U.S.

Taxes 289

Taxes Economics Marketing Marketing 289

The Big Picture

APRIL 18, 2023

The economic recovery is strong. As the recovery progresses, there’s less and less justification for the drumbeat of negative hot takes and gloomy economic speculation from the media. The economic evidence paints a very different picture. The economic evidence paints a very different picture.

Engineering 278

Engineering Economics Economy Taxes 278

Abnormal Returns

MAY 26, 2024

washingtonmonthly.com) Tax enforcement pays for itself. apolloacademy.com) The economic schedule for the coming week. (slowboring.com) We need more clarity and research on marijuana use. slowboring.com) Economy Air travel is now well above pre-pandemic levels. businessinsider.com) The housing market recovery is on track.

Financial Advising 267

Financial Advising Economy Education Media 267

Abnormal Returns

MAY 21, 2023

nytimes.com) Taxes Tax filing companies are lining up against the IRS offering a free filing option. npr.org) Why the IRS is scrutinizing new claims for the employee tax retention credit. calculatedriskblog.com) The economic schedule for the coming week. wsj.com) Policy America's large transit systems have a big problem.

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Abnormal Returns

JULY 9, 2023

crr.bc.edu) We are going to need a replacement for the gasoline tax. nytimes.com) How expanded child tax credits were used. econbrowser.com) The economic schedule for the coming week. (institutionalinvestor.com) Policy Why migrants are fleeing Florida. wsj.com) There is no Social Security trust fund to invest.

Financial Advising 246

Financial Advising Economy Taxes Media 246

Calculated Risk

FEBRUARY 29, 2024

percent at a monthly rate) in January , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $67.6 The BEA released the Personal Income and Outlays report for January: Personal income increased $233.7 billion (1.0 billion (0.3

Food 283

Food Taxes Economics 283

The Big Picture

OCTOBER 18, 2022

The four largest drops occurred during distinct periods of economic distress: 1990 (recession), 2006-09 (GFC), 2020 (pandemic/recession), and today (FOMC 300 bp rate hike). This brings us to the chart: The one above shows the traffic of prospective buyers looking at a new home (2014- 2022); the one below goes back to the 1980s.

Budgeting 363

Budgeting Economy Taxes Numbers 363

Calculated Risk

JANUARY 26, 2024

percent at a monthly rate) in December , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $51.8 The BEA released the Personal Income and Outlays report for December: Personal income increased $60.0 billion (0.3 billion (0.3

Food 282

Food Taxes Economics 282