Marketing Numbers Taxes 
The Big Picture
JANUARY 24, 2024
At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.
Nerd's Eye View
MAY 8, 2023
Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. CPA, EA, or JD) to prepare tax returns and represent clients before the IRS, there has also been the impression that there is simply not enough time for one person to do both.
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Nerd's Eye View
MAY 17, 2023
Amid a tight job market and low unemployment rates, a significant amount of the U.S. For example, the tax benefits of certain accounts can sometimes work in the other direction if a non-U.S. Roth IRAs, for instance, are taxed once upon contribution and can grow tax-free thereafter in the U.S.,
The Big Picture
MAY 9, 2024
Not if you spend tax season on a boat! TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American. TikTokInvestors: “Turning $100 into $1mln by earning 2% daily in the market is nearly mathematically impossible.
Abnormal Returns
APRIL 23, 2023
(abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! awealthofcommonsense.com) International stocks are leading markets higher. tonyisola.com) Ten years of live numbers on a tax-loss harvesting program. marketwatch.com) Would you rather outperform during bull markets or bear markets?
Nerd's Eye View
AUGUST 21, 2023
But typically, the opportunity to create and implement a marketing strategy is not one of these reasons. In fact, data from the latest Kitces Research study, How Financial Planners Actually Market Their Services, shows that many advisors find marketing to be difficult and not very effective. frequent travelers) niches.
Nerd's Eye View
OCTOBER 4, 2023
People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.
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