As financial advisors, we’re no strangers to the roller coaster of market volatility. This week’s sell-off is a stark reminder of how quickly market conditions can change and the need for proactive planning. Amidst this turbulence, estate planning is one area where advisors can truly add value. This often-overlooked aspect of financial planning becomes crucial when
There’s never a bad time to think about budgeting your money, but one could argue that the week of a stock market meltdown and renewed anxiety of a recession is the best time. That’s where we are this week. So let’s talk about budgeting. A few months ago, I stumbled across an app called YNAB.
The indirect tax landscape is undergoing a profound transformation, driven by the relentless pursuit of efficiency, accuracy, and strategic advantage. A recent Thomson Reuters webinar underscored the critical role of technology and automation in reshaping the indirect tax department. This blog looks at the key challenges faced by tax professionals and explores the emerging technological
Artificial intelligence (AI) is set to change how we handle money. By 2025, it could do most routine financial tasks. Dave Antrobus, from Inc & Co, is leading this shift. He combines AI with new financial ideas to improve how we manage our money. Dave Antrobus is well-known in financial tech. He uses cutting-edge AI
Tim Walz is Kamala Harris’s vice-presidential running mate and JD Vance is Donald Trump’s, and never the twain shall meet. Right? Wrong. At least when it comes to their (and Lana Del Rey’s?) reported soft drink of choice: Diet Mountain Dew. Last month, Vance told a joke that fell flat about drinking the bubbly beverage
Marc Blythe, president of Blythe Global Advisors. Expert resources to help businesses meet accounting & financial reporting requirements. Effective tax accounting is a complex and high-stakes function. The accuracy of tax provisions is critical to financial reporting, yet vulnerabilities exist due to the reliance on spreadsheets and the dynamic nature of tax regulations. A deep
Making a Disney vacation a bit more affordable Disney (DIS) recently released its third quarter earnings, illuminating how its many different units operated for the quarter, including theme parks, giving key insight into the state of the consumer. University of Central Florida Rosen College of Hospitality Management assistant professor Carissa Baker joins Wealth! to give
CHICAGO (WLS) — More health care services will soon be available on Chicago’s South Side. ABC7 Chicago is now streaming 24/7. Click here to watch The new CCH Bronzeville Health Center will offer family medicine, behavioral health and rehabilitation services. The announcement was made on Wednesday by Cook County Health officials at 467 E 31st
EverSource Wealth Advisors LLC reduced its stake in shares of BCE Inc. (NYSE:BCE – Free Report) (TSE:BCE) by 67.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,134 shares of the utilities provider’s stock after selling 2,340 shares during
Overview I mentioned my year long writing sabbatical last week. Over the course of the year, I have accumulated a few ideas to cover in new articles. One of those ideas is threading the needle of tax-exempt organizations with personal tax planning. How does a taxpayer use charitable solutions to reduce personal income and estate