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As a foundational document, the operating agreement is essential for RIA firms. When thoughtfully drafted, it aligns the interests of the firm's owners, sets clear expectations for operations, and establishes how profits will be distributed. While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disp
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As a foundational document, the operating agreement is essential for RIA firms. When thoughtfully drafted, it aligns the interests of the firm's owners, sets clear expectations for operations, and establishes how profits will be distributed. While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disp
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Pennsylvania-based Legacy Planning Partners represents the latest addition to Hub Retirement and Private Wealth, a Hub division servicing about $172 billion in total assets.
Pennsylvania-based Legacy Planning Partners represents the latest addition to Hub Retirement and Private Wealth, a Hub division servicing about $172 billion in total assets.
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Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. As effective as tax-loss harvesting can be, there are a number of important details that investors need to be aware of in order to implement the strategy successfully while following regulations.
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 2.0 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending January 24, 2025. This weeks results include an adjustment for the Martin Luther King holiday.
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Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
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Today’s Animal Spirits is brought to you by KraneShares: See here to learn more about $KWEB and KraneShare’s full suite of China exposures Come see us in Naples this February! See here for more information on FutureProof Citywide and here if you are interested in the emerging manager showcase Get a random Animal Spirits chart here On today’s show, we discuss: Why Oaktree’s Howard Marks Is on the.
New York Governor Kathy Hochul has proposed restrictions on large financial firms buying homes, and state legislators in Virginia and Nebraska have similar ideas.
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