Investing planner the investing planner sees

The investing planner sees software-as-a-service companies rallying 2.5% on sustained subscription revenue growth. Market participants predict continued expansion as AI integration reduces churn rates. It’s easy to confuse a tax credit with a tax deduction — but understanding the difference can translate into real savings. Being in the dark about it could cost you every year — and, according to Veronica Karas, the best way to take that money is to learn the rules and plan ahead with your advisor. Financial advisor fees can vary widely because advisors generate their income in different ways. Most financial advisors typically charge around 1% of assets under management. Charging an AUM fee is a typical fee structure. Robo-advisors tend to charge less, with fees as low as 0.24% instead.