On a yearly basis the IRS adjusts more than 40 tax provisions for inflation. This is done to prevent what is called “bracket creep,” when people are pushed into higher income tax brackets or have reduced value from credits and deductions due to inflation, instead of from an increase in real income.
Investment Strategy Outlook April 2025
Liberation Day turned into Obliteration Day(s) as the S&P 500 just logged its fifth worst two-day stretch since 1950. Only October 1987, November 2008, and March 2020 had two-day stretches worse than the last two days (Source: Bespoke Invest). For all intents and purposes…
Investment Strategy Outlook 2025
Capital markets seem to have become increasingly dynamic as the pace of innovation has compounded around the world, which in turn has given investors an endless list of variables to consider when constructing portfolios.
Investment Strategy Outlook August 2024
The first half of 2024 was strong for global risk assets as many investors believed in the “goldilocks” narrative for the markets. US economic growth was strong, inflation continued to make progress lower, and there was an unquenchable thirst for “AI” related stocks, which seemed to go up every single day, regardless of the macro or micro news flow.
Tax Loss Harvesting
Many investors and financial advisors treat the notion of tax loss harvesting as an event
that should be done once a year in December, like the payment of taxes in April (or
October) or the administration of a required minimum distribution from an IRA.
2024 Tax Brackets
On a yearly basis the IRS adjusts more than 40 tax provisions for inflation. This is done to prevent what is called “bracket creep,” when people are pushed into higher income tax brackets or have reduced value from credits and deductions due to inflation, instead of from an increase in real income.
Investment Strategy Outlook 2024
In theory, the turn in a calendar year should have no impact on market trends or leadership, yet it always amazes us how each year develops its own unique characteristics and storylines. Since COVID, the investment landscape has been unique. Various aspects of the economy seem as desynchronized as they have been at any point in modern times.
MBL Advisors Named to SmartAsset 100 Fastest Growing RIAs List
MBL Advisors was named by SmartAsset as one of the 100 Fastest Growing RIAs out of over 15,000 SEC-Registered Investment Advisors (RIAs) in the industry. SmartAsset explained their data and methodology for the rankings.
Business Succession Planning: Buy Sell Agreements in Closely Held Businesses
In closely held businesses owned and operated by multiple individuals, buy-sell agreements are a common way to address a variety of business succession issues. Usually contained within the governing instruments of the business (e.g., the Operating Agreement of an LLC), they allow the owners to express their goals with respect to future transfer of business interests institutionally.
Investment Strategy Outlook June 2023
Consistently, we think about the idea that “markets often do what causes the most amount of pain for the most amount of people”, at least over shorter time frames. The first half of 2023 has been another sterling example of this notion, as many investors remain as underweight equities as at any point since 2009, according to the June Bank of America Global Fund Manager Survey.