Abnormal Returns

OCTOBER 7, 2024

wsj.com) ETFs Cambria and Alpha Architect are teaming up for the Cambria Tax Aware ETF ($TAX). wealthmanagement.com) Derivatives-based ETFs are booming, with retail piling in. (ft.com) Pfizer ($PFE) has an activist in Starboard Value. ft.com) Jane Street needs more office space.

Investments 278

Investments Investing Financial Advising Retail 278

Calculated Risk

MARCH 7, 2024

Tax refunds have picked up over the last two weeks, with the average refund now 4% higher than 2023 levels at this time. This has put money into consumers’ pockets, and retail purchase activity is increasing. emphasis added Click on graph for larger image.

Consulting 344

Consulting Retail Taxes Economics 344

The Big Picture

JUNE 17, 2023

Morgenson explains how PE was originally an institutional type of product aimed at Pensions, Foundations, Endowments and other perpetual investment capital, but has recently moved into high-net-worth retail customers. We discuss the Carried Interest tax loophole, a tax dodge that benefits a few 1000 people in the country but cost U.S.

Taxes 327

Taxes Retail Economy Economics 327

Abnormal Returns

DECEMBER 19, 2023

indexologyblog.com) Inflation makes tax efficiency all the more important. quantpedia.com) Retail attention is a mixed blessing for stocks. (klementoninvesting.substack.com) Historical performance doesn't really help pick outperforming managers. advisorperspectives.com) Can you use alternative measures to invest across countries?

Investments 289

Investments Investing Valuation Retail 289

Abnormal Returns

FEBRUARY 7, 2025

podcasts.apple.com) Shane Parrish talks American retail with Mickey Drexler, chairman of Alex Mill. lewisenterprises.blog) Eric Golden talks taxes and ETFs with Meb Faber, co-founder and CEO of Cambria Investments.

License 147

License Education Retail Media 147

Abnormal Returns

JULY 23, 2024

theblock.co) The Grayscale Ethereum Mini Trust ($ETH) is designed for the retail crowd. leads the world in low corporate tax rates. (blockworks.co) What happens when you at Ethererum to a 60/40 portfolio. morningstar.com) Not surprisingly spot Ethereum ETFs are trading like crazy. apolloacademy.com) The U.S.

Financial Advising 278

Financial Advising Retail Media Economy 278

Abnormal Returns

FEBRUARY 26, 2024

morningstar.com) Alts managers are gearing up to get in front of retail investors. kitces.com) How advisers should work with tax professionals. (riaintel.com) How XYPN's new corporate RIA, Sapphire, will roll out. riabiz.com) Alts How to talk to your clients about alternative investments.

Wealth Management 290

Wealth Management Financial Services Retail Insurance 290

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

The Big Picture

APRIL 11, 2024

And even still, fund fees and taxes remained a major cost element. In 1978, Congress enacted Internal Revenue Code Section 401(k), which allowed tax-deferred savings through a company-administered plan. Lower trading costs, a rampaging bull market, and tax-deferred investing led to millions of new entrants into markets.

Commission 351

Commission Taxes Management Electronics 351

Your Richest Life

FEBRUARY 27, 2023

Whether you’re preparing to file , waiting on a refund , or have already paid your tax bill, you might notice some differences this year. First of all, many taxpayers are noticing smaller refunds or higher tax bills this year than in the previous two years. This credit is up to $7,500, and is set to expire in 2032 unless renewed.

Taxes 105

Taxes Fee Only CFP Financial Planning 105

Nerd's Eye View

NOVEMBER 15, 2023

One of these was the Employee Retention Credit (ERC), a tax credit that eligible small businesses could take against their employment taxes. To stave off a wave of business closures and a subsequent surge in unemployment, the U.S.

Clients 246

Clients Taxes Government Startup 246

Nerd's Eye View

MAY 1, 2023

This month's edition kicks off with the news that robo-advisor Betterment entered into a $9M settlement with the SEC for misrepresenting its tax-loss harvesting practices in its client agreements and marketing materials compared with its actual practices (e.g.,

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

The Big Picture

OCTOBER 15, 2022

Instead of paying dividends to shareholders, it is more tax efficient to lower fees of the funds held by their investors aka owners. Retail Gangster: The Insane, Real-Life Story of Crazy Eddie by Gary Weiss. The mere threat of Vanguard moving into a space drive prices lower. The firm manages directly or advises on $249.4B

Financial Advisor 305

Financial Advisor Education Retail Management 305

The Big Picture

NOVEMBER 25, 2022

Billions of Dollars at Stake in a Puzzling Holiday Shopping Season : It promises to be unpredictable, with retailers and consumers still figuring out how much will be spent and on what kinds of goods. ( That will cause a drop in property taxes and strain city budgets. Businessweek ). New York Times ). • New York Times ).

Commission 313

Commission Budgeting Economics Retail 313

Abnormal Returns

JULY 23, 2023

(ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. npr.org) Social Security Raise Social Security taxes now before it becomes too painful. riabiz.com) Global Johanna Chisholm, "Recovering the land will be a massive part of Ukraine’s reconstruction."

Financial Advising 246

Financial Advising Insurance Economy Retail 246

Abnormal Returns

JUNE 8, 2024

wsj.com) Technology Retailers want you to shop on your phone, not your laptop. betterletter.substack.com) Taxes matter: the NHL edition. (goodgoodgood.co) Travel The airlines' algorithms really want you to upgrade. wsj.com) TSA numbers show continued strong travel demand. wsj.com) Research on brain-computer interfaces is growing.

Financial Advising 264

Financial Advising Transportation Startup Numbers 264

The Big Picture

FEBRUARY 17, 2023

Banning Wall Street’s biggest municipal bond underwriters has foisted a hidden tax on their residents totaling hundreds of millions of dollars. January retail surge: finding the signal in the noise Source: BofA Sign up for our reads-only mailing list here. Here’s your investing playbook.

Math 290

Math Advertising Food Retail 290

Abnormal Returns

DECEMBER 23, 2022

nytimes.com) Goldman Sachs' ($GS) retail banking push is getting derailed. on.ft.com) ETFs The Vanguard Short-Term Tax-Exempt Bond ETF ($VTES) is the firm's first ETF launch in 20 months. (aaronrupar.substack.com) Finance Wall Street bonuses are expected to be down 30-50% in 2022.

Financial Advising 243

Financial Advising Media Economy Retail 243

Your Richest Life

JUNE 30, 2023

If you were surprised at tax time this year, then you’re not alone. 2022 tax refunds were about 10 percent smaller than they were last year, and for those who owed money, they tended to owe more than they expected. Taking the time now to make some strategic moves can lead to some significant savings on your taxes for the year.

Taxes 78

Taxes Retirement Accounting Financial Planner 78

Nerd's Eye View

OCTOBER 25, 2023

So in April 2023, SEC staff released a Staff Bulletin (which, although not an 'official' pronouncement of the SEC, does represent the views of the staff who actually conduct adviser examinations and pursue enforcement of the SEC's regulations) to further explain the investment adviser's duty of care, particularly as it regards to working with retail (..)

Fiduciary Duty 246

Fiduciary Duty Commission Clients Accounting 246

Abnormal Returns

SEPTEMBER 11, 2024

barrons.com) GameStop ($GME) is sitting on a pile of cash, thanks to retail investors. defector.com) Sports betting is not tax-free. (sherwood.news) Berkshire Hathway's ($BRK.A) stake in Occidental Petroleum ($OXY) has been a drag YTD. sherwood.news) Campbell Soup Company ($CPB) is dropping soup from its corporate name.

Financial Advising 162

Financial Advising Retail Media Retirement 162

The Big Picture

NOVEMBER 26, 2024

And find the entire musical playlist of At the Money on Spotify Responsible Crypto Investing Matt Hougan How should retail investors responsibly think about crypto? I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 147

Investments Investing Assets Retail 147

Zoe Financial

MARCH 24, 2025

Retail Sales (February): Headline number: rose 0.2% (below expectations of up 0.7%). Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

NOVEMBER 11, 2024

Retail sales data, which give us a sense of how the consumer spending is looking. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Stay tuned for next week.

Marketing 52

Marketing Marketing Taxes Financial Advisor 52

Zoe Financial

MARCH 3, 2025

Economic Update: Retail Sales: Weaker than expected in January. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. PMI (Business Activity): Slowed more than anticipated.

Marketing 52

Marketing Marketing Economics Taxes 52

Abnormal Returns

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. axios.com) Funds Tax efficiency is the secret sauce of ETFs. Everything else it built in-house has crashed and burned." nytimes.com) AI requires a lot of semiconductors. howardlindzon.com) Private assets Why private equity needs much better valuations.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Validea

OCTOBER 18, 2022

In a year when roughly 416 stocks have declined, most investors will likely have something to sell when tax season rolls around, contends an article in Barron’s. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Screen for Stocks Using Peter Lynch’s GARP Method.

Taxes 105

Taxes Healthcare Retail Banking 105

Zoe Financial

FEBRUARY 24, 2025

Retail Sales Report : Previous week’s data showed signs of weakness. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. consumer spending.

Marketing 52

Marketing Marketing Healthcare Taxes 52

Trade Brains

JANUARY 2, 2024

However, there is an expectation that these funds will also become accessible to midsize retail investors in the future. What are some Tax Benefits of AIFs? In simple terms, capital gains tax applies to profits or losses made from the fund. Types of Alternative Investment Funds (AIF)?

Taxes 64

Taxes Investments Investing Retail 64

Cornerstone Financial Advisory

NOVEMBER 18, 2024

4,5 Stocks dropped again on Friday as strong October retail sales seemed to reinforce Powell’s comments about Fed rate adjustments. Tug-O-War The inflation data that came in last week—retail and wholesale—show that the path to the Fed’s stated goal of 2 percent inflation may prove bumpy. 6 Source: YCharts.com, November 16, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

SEPTEMBER 28, 2023

Major industries – Travel & Hospitality, Retail, Entertainment, and Services – would have completely broken down. The Fed began its policy of ZIRP and QE while Congress put forth a puny extension of unemployment insurance and a modest temporary tax cut. A tiny infrastructure build was also included.

Government 306

Government Medicine Economy Healthcare 306

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Disappointing earnings on Tuesday from a large box retailer held back some gains in the broader S&P 500. Food for Thought… “Keep some room in your heart for the unimaginable.” – Mary Oliver Tax Tip… Did You Know That You Have the Right to Challenge the IRS?

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

NOVEMBER 29, 2022

Washington Post ) See also How Amazon Become Ordinary : Amazon was never going to maintain a 50% market share of the growth in online retailing forever. Many retail investors have their money trapped or liquidated, while some institutional funds are unwinding. Here are key factors to consider before it’s too late.

Retail 147

Retail Advertising Startup Taxes 147

Cornerstone Financial Advisory

DECEMBER 16, 2024

Retail Sales. ” – Alfred, Lord Tennyson Tax Tip… Have You Created Your IRS Online Account? This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional. Industrial Production. Business Inventories. FOMC Announcement.

Marketing 52

Marketing Marketing Taxes Economics 52

Abnormal Returns

DECEMBER 19, 2022

wsj.com) Institutional investors don't like paying property taxes. newsletter.abnormalreturns.com) Mixed media How retailers use holiday music to get you in the buying mood. (calculatedriskblog.com) There is a big difference between today's housing market and that of 2008. Then check out our weekly e-mail newsletter. npr.org).

Financial Advising 130

Financial Advising Retail Media Economy 130

Trade Brains

OCTOBER 17, 2023

On Door Concepts IPO – Industry Overview India, the world’s fifth-largest retail destination, is an attractive market for international retailers due to its large middle class and untapped retail potential. The Government of India has implemented several initiatives to boost the retail sector. crore in 2023.

Retail 104

Retail Food Taxes Sales 104

Random Roger's Retirement Planning

NOVEMBER 4, 2024

We spend a good bit of time looking at risk parity, trying to see if it can work in a retail accessible fund. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. There aren't too many of them and they don't seem to work very well.

Retail 52

Retail Taxes Investments Investing 52