A Wealth of Common Sense

MAY 27, 2024

Between all of the blogs, podcasts, YouTube shows and media appearances produced by our content team at Ritholtz Wealth Management, we get a lot of questions from our audience. Sometimes, people reach out with specific questions about taxes, investing, saving, and all of the other finance-related questions they have about their money.

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Cobalt

DECEMBER 11, 2024

Given the noise in the chart, it could be argued that any spikes from a change in policy in Q4 2021 European investment per se were clearly not sustained. Asia similarly does not display much change in private market investment interest throughout the tariff policies since 2018. This blog post is for informational purposes only.

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Wealthfront

JULY 28, 2022

Taxes often signal good news for investors: they’re usually a sign you’re making money. At the same time, taxes can also eat into your returns and reduce the amount of earnings that you get to keep. Fortunately, there’s a lot you can do as an investor to lower your tax bill and invest more tax-efficiently. […].

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Indigo Marketing Agency

JULY 23, 2020

Financial advisor blogging really isn’t complicated, however, many advisors who are just getting started with their marketing know they should be producing content, but they have no idea what to write about. Today we’re going to answer the age-old question “Why should advisors have a blog?” A blog keeps you top of mind.

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Wealthfront

MARCH 6, 2023

At Wealthfront, we know it can be gut-wrenching to watch the value of your investing account decline, even if it’s only temporary. However, if you were a Wealthfront client in 2022, all of that volatility had a significant silver lining in the form of Tax-Loss Harvesting. Last year […] The post Wealthfront Harvested $1.5

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Advisor Rankings

NOVEMBER 21, 2021

What’s relevant during tax season? An editorial calendar is a calendar filled with a schedule of upcoming blog posts. The calendar you use will vary depending on the objective of your blog, the type of organization you work for, and the kind of content you create. How can we help newlyweds save for their first home?

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XY Planning Network

SEPTEMBER 5, 2022

There is much debate over the benefits and usefulness of holding below-investment-grade bonds in a portfolio, and the debates get louder in low-yield environments and as high-yield spreads widen. While my conclusion is not cut-and-dried, this blog should provide some fodder for consideration. 7 MIN READ.

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Wealthfront

APRIL 14, 2023

A decade ago, Wealthfront revolutionized the investing space by being among the first automated investment services to offer Tax-Loss Harvesting to clients.

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Wealthfront

DECEMBER 6, 2022

Today, we’re excited to announce an improvement to our investing product: we are updating three of the alternate ETFs Wealthfront uses to conduct Tax-Loss Harvesting. The post We’re Updating the Alternate ETFs We Use for Tax-Loss Harvesting appeared first on Wealthfront Blog. We periodically review the ETFs […].

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Cobalt

NOVEMBER 21, 2024

In both cases this is driven by high public and private market returns, with the disparity between the two likely driven from the illiquidity premium that private investment offers. This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Indigo Marketing Agency

JANUARY 3, 2025

Ask yourself: Are you targeting young professionals eager to learn about investing? Here are examples of high-value topics compared to less effective ones: Effective Topics: The Ultimate Guide to Minimizing Your Taxes for Business Owners With Fewer Than 25 Employees Are You on Track to Financial Independence As a Physician?

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The Motley Fool

JULY 10, 2024

This protects your personal assets and can offer some tax advantages. How much will you invest in marketing? If you have a drop-shipping company, can you hire someone else to manage the blog or write your emails? Or maybe you like writing blogs but want someone else to handle uploading them to WordPress.

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Wealthfront

FEBRUARY 16, 2024

Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. How do taxes work for the interest I earned in my Cash Account? What about […] The post Ask Wealthfront: How Do Taxes Work for My Wealthfront Accounts? appeared first on Wealthfront Blog.

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Walkner Condon Financial Advisors

APRIL 27, 2023

In this blog post, we will explore the taxation of stock options and provide an overview of how it works. When an employee is granted stock options, they are not immediately taxed on the value of those options. In addition to federal taxes, stock options may also be subject to state and local taxes.

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Wealthfront

MAY 7, 2024

Today, we’re thrilled to introduce Wealthfront’s Automated Bond Ladder, an easy new way to earn a steady yield on your extra cash with zero state income taxes.

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The Big Picture

NOVEMBER 25, 2022

My end-of-week morning train WFH reads: • The Best 50-Year-Old Investing Advice Money Can Buy : Nearly 50 years ago, the economist Burton Malkiel came out with a book that said, in effect, that all of us should be in index funds. That will cause a drop in property taxes and strain city budgets. The Political Economy Blog ).

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A VC: Musings of a VC in NYC

OCTOBER 6, 2021

Tens of millions of people in the US rely on IRAs to save money tax-free for their retirement. There is $13 Trillion invested in IRAs and only 30,000 of those accounts have more than $5mm in them. I am sure they are proposing this to prevent wealthy people like me from using the tax shield of the IRA to invest in private businesses.

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Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara. Disclosures.

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The Motley Fool

JUNE 20, 2024

Some examples of content that you can get paid to write are books, blog posts, articles, whitepapers, and press releases. If you'll be supplying the materials and supplies, consider how you'll financially prepare for your initial investment. The possibilities are endless. The last thing you want to do is rack up costly debt.

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Sara Grillo

AUGUST 15, 2022

For those of you who are new to my blog, my name is Sara. Scott and I discuss this in pod/blog on the topic, entitled, “ Direct indexing suck s.” Michael Kotarinos of Solarbeam Capital performs direct indexing and quantitative investment management strategies for clients. Pull up a chair and get ready to rumble!

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Sara Grillo

MAY 9, 2022

For those of you who are new to my blog/podcast, my name is Sara. 2 Tax harvesting benefits are exaggerated. All the direct indexing providers advertise the benefits of tax loss harvesting. You can do very well for clients by harvest tax losses occasionally when the market dips. Let me ask everyone reading this blog.

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Wealthfront

NOVEMBER 4, 2024

Wealthfront Advisers is a registered investment advisor, and that means we have a fiduciary duty to act in your best interest. Today, we’re excited to announce we’re releasing updated asset allocations for all of our Automated […] The post Wealthfront’s Portfolios Are Now Even More Tax-Optimized appeared first on Wealthfront Blog.

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Integrity Financial Planning

JUNE 7, 2023

Investing in an Individual Retirement Account (IRA) is an excellent way to save for retirement. However, selecting the right investments for your IRA can be challenging. In this article, we will explore some strategies to help you choose the best investments for your IRA.

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The Motley Fool

APRIL 7, 2024

The best investments are often small companies with bold ideas that change the game for an industry. Investors can see that earnings before interest, taxes, depreciation, and amortization ( EBITDA ) has recovered. Should you invest $1,000 in Opendoor Technologies right now? The new challenge?

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The Motley Fool

SEPTEMBER 19, 2023

Opera (NASDAQ: OPRA) has been a divisive investment since its IPO in 2018. Allegations that Opera's browsers were infected with Chinese spyware even drove the company to counter those claims in a blog post earlier this year. That ownership structure has been scrutinized over the past five years as the U.S.

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Integrity Financial Planning

JUNE 16, 2022

Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed.

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Wealthfront

APRIL 11, 2024

Wealthfront’s Tax-Loss Harvesting is designed to help lower your tax bill without any extra effort and at no additional cost.

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Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Let’s get on to the blog. #1 Sometimes it is intentional. It’s usually 2-4 pages long. #2

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Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. When it comes to tax considerations for snowbirds, there are several factors to keep in mind.

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Cobalt

JANUARY 22, 2025

Private Equity Performance: Large Strategies Versus Funds of Funds, Co-Investments, and Secondaries In private equity, the large strategies of buyouts, venture capital, credit, and real estate naturally grab the headlines as the biggest players in the industry. This blog post is for informational purposes only.

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Cobalt

AUGUST 9, 2024

Going for Gold: Assessing the Strongest Investment Strategies In Western Europe With th e eyes of the world on Paris for the Olympic Games , we wanted to identify the top – performing strategies in France’s geographic profile, Western Europe , and award some medals of our own. This blog post is for informational purposes only.

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Cobalt

AUGUST 6, 2024

Tracking Private Market Investments in Natural Resources Through the Evolving Regulatory Environment Recent months have seen temperatures rise between Exxon and large institutional LPs , namely CalPERS. This blog post is for informational purposes only.

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This is going to be BIG.

NOVEMBER 15, 2020

The tech community has been having a long-overdue conversation about mental health and work/life balance and it’s something I’ve been talking up as far back as 2006 , 2009 , and 2014 on my blog and in public. I want every company I invest in to be a great working environment, and if it isn’t, tell me what I can do about it.

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The Motley Fool

JANUARY 25, 2024

Plus, Motley Fool personal finance expert Robert Brokamp and host Alison Southwick open up the mailbag and answer questions about investing a lump sum, saving for kids, and ABLE accounts. To get started investing, check out our quick-start guide to investing in stocks. Should you invest $1,000 in Goldman Sachs Group right now?

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The Motley Fool

OCTOBER 9, 2023

Opera's adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) margin jumped from 11.6% Opera refuted those claims in a lengthy blog post, but it could eventually become another casualty in the escalating tech war between the U.S. in 2021 to 20.6% in 2022, and it continued expanding to 23.3%

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Walkner Condon Financial Advisors

MAY 1, 2023

ISOs and NQSOs differ in how they are treated from a tax perspective at exercise and upon the disposal (sale) of the stock. RSUs are taxed as compensation income upon vesting (with one exception of deferring the taxation using an 83(i) election , if eligible to do so). Reminder: RSU is taxed as compensation income at vesting.

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Sara Grillo

FEBRUARY 12, 2024

For those of you who are new to my blog, my name is Sara. People only do their taxes because they don’t want to go to jail. The right question to focus on Kirk says that financial advisors and CPAs make the mistake of assuming that the client cares about their core work as a provider (financial performance, better plans, tax returns).

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