Curt Hoff

Check out the NE Chamber Foundation’s newest studies on Nebraska's economic competitiveness, immigration and the workforce shortage, and a deep dive into one of the state's top producing sectors, manufacturing. https://ow.ly/4zoK50RsSbK

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With high-yield bonds hovering near 8% yields, they may look tempting to income-oriented investors. The question remains: are high-yield bonds as attractive as they may seem? Read the full report.

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Our own David Rankin, CFP® and Marissa Frizzell were able to attend the 3rd annual Indianapolis Investment Forum hosted by CFA Society Indianapolis. One of their favorite parts was hearing the following: George Walker, CEO of Neuberger Berman, anticipates that retail investors’ portfolios will continue to look more like institutional portfolios with closer to a 20% allocation to private markets compared to today’s typical allocation of less than 2%. We couldn’t agree more. Use the link below to schedule a demo to learn how Proteus can help add alternatives to the mix. https://lnkd.in/dmGb-eHP

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While robust performance can lift a handful of S&P500 companies into the largest in the index, few have been able to sustain outperformance of the broad market indefinitely. Read our expert analysis. #economy #stockmarket

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📊 Wisconsin's Business Tax Climate: A Deep Dive 🌟 In Chapter 5 of "Onward Wisconsin," Claudia Williamson Kramer examines the significant impact of state and local taxes on business activity: 1. Tax Climate Ranking: Wisconsin ranks 27th in the Tax Foundation’s 2022 State Business Tax Climate Index, performing better than Illinois, Iowa, and Minnesota. 2. Tax Breakdown:  -Property taxes make up 39% of Wisconsin’s business tax revenue.  -Corporate income, unemployment insurance, and license tax burdens are higher than the national average.  -Sales, excise, and passthrough income tax burdens are slightly lower than average. 3. High Property Taxes: Wisconsin taxes commercial property and apartment buildings at some of the highest rates in the nation, ranking 40th and 44th, respectively. 4. Impact on Small Businesses: High property taxes hurt small businesses the most, especially in their early years. Solution: Kramer advocates for simplifying Wisconsin's tax system with broad-based, uniformly lower tax rates and eliminating business tax credits to foster a better business environment. For the full recap, head to our website!

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While robust performance can lift a handful of S&P500 companies into the largest in the index, few have been able to sustain outperformance of the broad market indefinitely. Read our expert analysis. #economy #stockmarket

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Given small-cap companies rely more heavily on floating rate debt, higher rates can have a disproportionate impact on interest costs as compared to large caps. Read what our experts have to say. #economy #investors #Fed

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Minnesota is another one of the lucky #13 states/territories with an estate tax at the state level. Director of Estate Strategy Andrew Kulha, JD, CFP® discusses the difference between estate and gift taxes in Minnesota and the crucial role of effective planning in limiting your potential future tax liability. Included are five planning strategies to consider. Please read the full article below. 👇 #estatetaxes #estateplanning #taxplanning #Minnesota #missionwealth #wealthmanagement

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Missouri Treasurer Vivek Malek's push to divest state retirement funds from Chinese companies highlights a national trend of opposing economic ties with China despite concerns about investment returns. Read more below: What are the economic impacts and challenges of state-level divestment from Chinese companies? #economy #supplychain #divestment #riskintelligence #trade #compliance #earthstream https://loom.ly/cpwtlhE

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