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. (ft.com) The battle between mutual funds and ETFs is entering the final stage.

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Abnormal Returns

AUGUST 26, 2024

bloomberg.com) Earlier on Abnormal Returns Adviser links: after-tax returns. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (disciplinefunds.com) Stop bad mouthing the Fed. abnormalreturns.com) What you missed in our Sunday linkfest.

Financial Advising 279

Financial Advising Media Taxes Economy 279

Abnormal Returns

JANUARY 15, 2024

(riabiz.com) Avise is a cooperative platform for advisers. citywire.com) Taxes There simply aren't enough tax preparers to go around. obliviousinvestor.com) It's hard to say you are a holistic financial adviser without tax management. riaintel.com) HNW clients want additional services. It hasn't happened.

Financial Planner 278

Financial Planner Wealth Management Retirement Planning Financial Advising 278

Abnormal Returns

JUNE 17, 2024

etf.com) Why ETFs are more tax efficient than mutual funds. slate.com) Earlier on Abnormal Returns Adviser links: Roth crazy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? obliviousinvestor.com) Economy Post-pandemic labor force growth has come entirely from immigration.

Financial Advising 272

Financial Advising Media Taxes Economy 272

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). abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (sherwood.news) The Ozempic shortage is over.

Financial Advising 277

Financial Advising Taxes Media Government 277

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (morningstar.com) Paid sick leave mandates help employees better maintain work-life balance.

Financial Advising 274

Financial Advising Startup Economy Taxes 274

Abnormal Returns

JULY 23, 2024

leads the world in low corporate tax rates. abnormalreturns.com) Adviser links: eschewing certainty. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (apolloacademy.com) The U.S. entrylevel.topdowncharts.com) Earlier on Abnormal Returns Research links: effective matching.

Financial Advising 278

Financial Advising Retail Media Taxes 278

Abnormal Returns

MAY 12, 2024

theatlantic.com) Do data centers really deserve tax breaks? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) Netflix ($NFLX) dominates standup comedy. Can it continue? wsj.com) Subsidies Have cities learned anything about stadium subsidies? It’s my story.

Financial Advising 278

Financial Advising Economy Economics Media 278

Abnormal Returns

APRIL 18, 2023

abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! abnormalreturns.com) Adviser links: intentional gifting. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? theconversation.com) The tax filing giants lobby hard against easier tax filing options.

Financial Advising 241

Financial Advising Taxes Media Economy 241

Abnormal Returns

JULY 18, 2024

slate.com) The GOP really doesn't like EV tax credits. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) EVs EVs are becoming an increasingly realistic option for new car buyers. news.dealershipguy.com) Amid all the sturm and drang, the EV ecosystem is on track.

Financial Advising 263

Financial Advising Media Taxes Economy 263

Abnormal Returns

MAY 26, 2024

washingtonmonthly.com) Tax enforcement pays for itself. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (pionline.com) How Baltimore became the overdose capital of America. nytimes.com) A better educated police force is a good thing. Then check out our weekly e-mail newsletter.

Financial Advising 267

Financial Advising Economy Education Media 267

Abnormal Returns

SEPTEMBER 10, 2024

spyglass.org) Apple owes Ireland a lot of money in back taxes. abnormalreturns.com) Adviser links: staffing a growing firm. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) The new Airpod Pro 2 will also serve as hearing aids. He still has plenty left to teach us.

Financial Advising 278

Financial Advising Media Taxes Economy 278

Abnormal Returns

NOVEMBER 24, 2023

bloomberg.com) Earlier on Abnormal Returns Podcast links: tax fairness. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (econbrowser.com) Falling response rates are putting economic data quality at-risk. abnormalreturns.com) Longform links: seeking meaning.

Financial Advising 261

Financial Advising Economics Media Taxes 261

Abnormal Returns

JUNE 9, 2024

wsj.com) Policy What happens if the 2017 tax cuts lapse. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (humbledollar.com) Russia An increasing portion of Russia's budget is dedicated to fighting Ukraine. msn.com) How Russian propaganda spreads despite bans in place.

Financial Advising 278

Financial Advising Budgeting Economics Media 278

Abnormal Returns

SEPTEMBER 18, 2023

kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. theirrelevantinvestor.com) Taxes Why clients need to start planning now for the coming dip in the estate tax exemption. thinkadvisor.com) The IRS is hitting pause on new ERC applications.

Planning 264

Planning Financial Advice Wealth Management Math 264

Abnormal Returns

FEBRUARY 1, 2024

etf.com) Vanguard has launched two new ETFs, the Vanguard Intermediate-Term Tax-Exempt Bond ETF ($VTEI) and Vanguard California Tax-Exempt Bond ETF ($VTEC). abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (vanityfair.com) A round up of Vision Pro reviews.

Financial Advising 289

Financial Advising Taxes Manufacturing Media 289

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (institutionalinvestor.com) Policy Why migrants are fleeing Florida.

Financial Advising 246

Financial Advising Taxes Economy Media 246

Abnormal Returns

MARCH 17, 2024

axios.com) Everybody wants simpler taxes, but it never happens. wsj.com) Marriage is a good deal, financially, in the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) Private equity return dispersion is a problem. mrzepczynski.blogspot.com) How search funds work.

Financial Advising 288

Financial Advising Commission Valuation Consulting 288

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Abnormal Returns

OCTOBER 24, 2024

(bonddad.blogspot.com) Tax cuts and tariffs are a recipe for inflation. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? noahpinion.blog) Earlier on Abnormal Returns Longform links: a bedtime story for capitalists. abnormalreturns.com) What you missed in our Wednesday linkfest.

Investing 288

Investing Investments Startup Financial Advising 288

Abnormal Returns

SEPTEMBER 10, 2023

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Saturday linkfest.

Startup 277

Startup Financial Advising Taxes Economy 277

Abnormal Returns

APRIL 24, 2023

(ft.com) Don't discount Apple's ($AAPL) push into financial services. thereformedbroker.com) Income tax withholdings are in decline. vox.com) Earlier on Abnormal Returns Adviser links: vulnerable later in life. vox.com) Earlier on Abnormal Returns Adviser links: vulnerable later in life. manufacturing plant.

Marketing 264

Marketing Marketing Financial Advising Startup 264

Abnormal Returns

APRIL 5, 2023

bestinterest.blog) Taxes Are you taking advantage of the 0% capital gains rate? wsj.com) States differ greatly in how they tax income in retirement. whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner? thomaskopelman.com) Is an AI going to be your future financial adviser?

Ethics 242

Ethics Financial Planner Financial Advising Financial Planning 242

Abnormal Returns

DECEMBER 4, 2023

on.ft.com) Beware converted ETFs in their first year, tax distribution-wise. downtownjoshbrown.com) The Taylor Rule suggests that the Fed was 'late to raising and is late to cutting.' (bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: structuring compensation. (variety.com) Brad Jacobs, founder of XPO Logistics Inc.

Financial Advising 263

Financial Advising Distribution Media Taxes 263

Abnormal Returns

OCTOBER 22, 2023

thestreet.com) Ark Invest's ETFs have built up plenty of tax losses to carry forward. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (morningstar.com) How to avoid investment disasters. brklyninvestor.com) Fund management Vanguard is no longer always the low cost option.

Financial Advising 274

Financial Advising Media Economy Taxes 274

Abnormal Returns

OCTOBER 6, 2022

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Can New York City replace Wall Street-related tax revenue? (abnormalreturns.com) Personal finance links: failing retirement. Then check out our weekly e-mail newsletter.

Financial Advising 245

Financial Advising Media Retirement Taxes 245

Abnormal Returns

APRIL 19, 2023

abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) Research links: upended expectations. abnormalreturns.com) Ramit Sethi teaches you how to spend money.

Financial Advising 242

Financial Advising Startup Banking Media 242

Abnormal Returns

APRIL 1, 2024

(morningstar.com) Thomas Kopelman and Jacob Turner talk with Ankur Nagpal about tax considerations when selling a business. getelements.com) Brendan Frazier talks about the importance of listening as a financial adviser. podcasts.apple.com) Jordan Haynes talks with Justin Castelli about the important role of life planning.

Wealth Management 258

Wealth Management Math Retirement Retirement Planning 258

Abnormal Returns

DECEMBER 8, 2022

morningstar.com) Strategy Six year-end financial moves to consider including 'tax loss harvesting.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets U.S. gasoline prices are below where they were a year ago. nytimes.com) Checking in on the state of the muni bond market.

Financial Advising 245

Financial Advising Media Assets Taxes 245

Abnormal Returns

AUGUST 5, 2022

rajivsethi.substack.com) What would a tax on stock buybacks mean? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (techcrunch.com) Finance KKR ($KKR) wants to win more IPO business. wsj.com) The CFTC is looking to close down prediction market PredictIt.

Assets 244

Assets Startup Financial Advising Media 244

Abnormal Returns

APRIL 21, 2023

abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) Longform links: disappointing apps. abnormalreturns.com) Ramit Sethi teaches you how to spend money.

Financial Advising 245

Financial Advising Banking Media Taxes 245

Abnormal Returns

APRIL 11, 2023

nytimes.com) Real after-tax mortgage rates are at their highest level in years. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bbc.com) Compost is going upscale. wsj.com) Economy What Jamie Dimon is worried about. Then check out our weekly e-mail newsletter.

Financial Advising 243

Financial Advising Startup Food Banking 243

Abnormal Returns

JULY 19, 2022

abnormalreturns.com) Adviser links: estate tax intricacies. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (stayathomemacro.substack.com) Earlier on Abnormal Returns Research links: when quant falters. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 245

Financial Advising Valuation Media Taxes 245

Abnormal Returns

OCTOBER 29, 2023

noahpinion.blog) Why international tax evasion has fallen. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (investmentnews.com) Why full retirement ages are going to have to rise. econlib.org) Policy In praise of a competent, well-funded bureaucracy.

Financial Advising 262

Financial Advising Retirement Budgeting Economy 262

Abnormal Returns

JUNE 18, 2023

msn.com) Cutting IRS funding reliably reduces overall tax revenue. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) What the U.S. can learn from other countries' health systems including the need for universal coverage. msn.com) How the GOP and big business broke up.

Financial Advising 246

Financial Advising Media Government Taxes 246

Abnormal Returns

AUGUST 27, 2024

sherwood.news) Crypto owners in Norway seem to be skimping on their taxes. abnormalreturns.com) Adviser links: after-tax returns. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Lessons from 85 years of movies about finance.

Financial Advising 173

Financial Advising Taxes Media Economy 173

Abnormal Returns

OCTOBER 21, 2023

axios.com) States are taxing EVs to make up for lost gas tax revenue. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? EVs The case for plug-in hybrid vehicles, i.e. PHEVs. ritholtz.com) Tesla ($TSLA) prices are down some 25% year-over-year.

Financial Advising 279

Financial Advising Insurance Media Transportation 279