Random Roger's Retirement Planning

JULY 22, 2022

Of course it was more expensive than that because of the tax and penalty. In 2001 I got laid off from Schwab, sold our house in Scottsdale while I went to work at Fisher Investments for most of 2002, keeping our cabin in Walker which we moved into full time late that year and have been living in Walker ever since.

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Trade Brains

APRIL 12, 2023

Equitas SFB posted a profit after tax of Rs 170 crore in Q3FY23 taking it’s trailing twelve months (TTM) net profit to Rs 503 crore against Rs 281 crore in FY22. Furthermore, the TTM profit after tax after Q3FY23 was Rs 982 crore. The gross advances and total deposits stood at Rs 24,915 crore and Rs 23,393 crore respectively.

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Trade Brains

JANUARY 22, 2024

In 2002, the Company formed a technical collaboration with Cummins Engineering & IT Arm. 36% YoY Growth (%) 48% 25% KPIT reported a Profit after tax of Rs. However, we should take Tata Tech’s Net Profit growth in FY23 with a pinch of salt as it involves a Deferred Tax Income of Rs. 387 Cr, which increased by 40% from Rs.

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Nationwide Financial

SEPTEMBER 27, 2022

Headwinds from the strong dollar and the implementation of the global minimum tax could be a drag of roughly 3%, while rising interest rates will dampen growth. DXY is within 5% of the 2002 peak, which was a historic period of fear and uncertainty. is the first time below parity since 2002. What to Watch. The euro at 0.97

Marketing 52

Marketing Marketing Retail Economics 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. tax code that are not permanent.

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Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Nationwide Financial

SEPTEMBER 19, 2022

With two weeks left in the quarter, the S&P 500® Index is on pace for the sixth-worst performance on record through three quarters, trailing only 1974, 2001, 2002, 1931, and 2008. Also, the new 15% corporate minimum tax is a 1.4% headwind, per Strategas. What to Watch.

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Marketing Marketing Economics Banking 52

Investing Caffeine

JANUARY 3, 2023

No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. Here’s a summary of the S&P 500’s worst years over the last eight decades: 2008: -38.5% 2022: -19.4%. Source: CNBC (Bob Pisani).

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Economy Transportation CFP Investing 59

Cornerstone Financial Advisory

JULY 18, 2022

dollar to six other major currencies) reached a fresh high, while the euro fell to parity with the dollar and to its lowest level since 2002. This information is not intended to be a substitute for specific, individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional.

Marketing 52

Marketing Marketing Economics Taxes 52

Trade Brains

MARCH 16, 2023

The company has been subject to search and seizure from the Income Tax authorities in the past. This article will look at Udayshivakumar Infra Limited IPO Review 2023 and analyze its strengths and weaknesses. Keep reading to find out! Any such occurrences in the future can greatly impact the operations of the business.

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Random Roger's Retirement Planning

DECEMBER 12, 2024

The Technology Sector SPDR (XLK) peaked out in $60 in 2000 and it bottomed in 2002 at $12. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. The tech sector isn't going to zero. Today, that fund is at $240.

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Random Roger's Retirement Planning

DECEMBER 11, 2024

The first from when I worked at Fisher Investments in 2002. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. I've told this 100 times but two connections for me to asymmetry or barbelling.

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Portfolio Management Math Taxes 52

Indigo Marketing Agency

FEBRUARY 27, 2024

In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). UVI RTPark’s mission is to become the premier business destination of choice for firms in knowledge and technology-intensive sectors.

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Trade Brains

FEBRUARY 5, 2024

Redington has a profit after-tax margin of 1.81%, compared to Rashi’s 1.30%. Diversified product portfolio and solutions: From fiscal 2002 to fiscal 2023, the company distributed 311.89 Key Players Rashi’s listed peer is Redington Ltd., which is larger. Redington’s revenue growth in FY23 exceeds that of Rashi.

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Electronics Distribution Manufacturing B2B 59

Trade Brains

JANUARY 24, 2024

Business Overview Established in 2002, Anand Rathi Wealth Limited (ARWL) commenced operations as an AMFI-registered Mutual Fund Distributor. The Profit After Tax (PAT) also witnessed impressive growth, reaching Rs 169 Crores, indicating a substantial increase of 33% compared to Rs 127 Crores in the previous year.

Wealth Management 59

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Random Roger's Retirement Planning

SEPTEMBER 18, 2024

Even before that, a story I've told many times, when I was at Fisher Investments in 2002 there were a couple of guys who talked about getting a return equal to the S&P 500 by shorting Nikkei Futures with just 2% of the portfolio and 98% in cash.

Portfolio 52

Portfolio Management Clients Investing 52

Brown Advisory

JUNE 16, 2022

GAAP in 2002 7. It reminds us of Scott McNealy, then CEO of Sun Microsystems, venting his frustrations at an investor conference post-internet bubble bursting in early 2002 (see below). That assumes I pay no taxes which is very hard. And that assumes you pay no taxes on your dividends which is kind of illegal.

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Trade Brains

AUGUST 3, 2022

IRFC borrows money from sources such as taxable and tax-free bond issuances, commercial papers, term loans from banks and financial institutions, external commercial borrowings, and more. Rain Vikas Nigam traces back its origin to 2002. IRFC was founded in December 1986. The company was tasked with raising Rs.

Transportation 52

Transportation Engineering Government Consulting 52

Trade Brains

NOVEMBER 28, 2022

Avenue Supermarts, the holding company of the supermarket chain DMart was launched in 2002 in Powai, Mumbai. During the same period, the retailer compounded its profit after tax along the same lines at an annual rate of 15.54% to Rs. 232 Promoter Holding 75.0% Price to Book Value 18.1 Debt to Equity 0.05 15,009 crores in FY18 to Rs.

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Pharmaceutical Healthcare Retail Food 52

The Big Picture

AUGUST 15, 2023

To give you a fun story, we launched Protégé Partners in 2002. And in 2002, the bucket of the largest hedge funds was those north of $1 billion. SEIDES: Before 2002, there were no capacity issues with whoever you thought the best hedge funds were. So for a taxable investor, hedge funds generally aren’t tax efficient.

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Management Investing Investments Government 130

Brown Advisory

MAY 10, 2018

Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. An index constituent must also be considered a U.S.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. An index constituent must also be considered a U.S.

Economy 52

Economy Portfolio Clients Sales 52

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. They’ll do tax planning, right? RITHOLTZ: That leaves a mark when it comes time to — you add in tax loss harvesting, and just helping with having a financial plan. My special guest this week is Tom Rampulla.

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Financial Advisor Clients Taxes Investing 286

The Big Picture

JANUARY 21, 2025

I did it in 2000, 2002. And they are at the point where, you know, if I give my kids $19,000 this year under the gift tax exclusion, which is the sum you can give without how filing a gift tax return, that money to them in their thirties is so much more valuable than it is to me in my sixties. I did it in 2008 in oh nine.

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Random Roger's Retirement Planning

JUNE 3, 2023

If congress does nothing, then starting in 2034 incoming payroll taxes would cover 80% of retiree payouts implying a 20% cut. Cutting benefits and raising taxes are the two most talked about way to fix it. There's been talk of raising the cap on payroll taxes. More taxes on workers? FRA of 72? I don't know.

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Retirement Taxes Math Accounting 72

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. An FLP funded with $30 million in 2002 was a key element of their long-term planning process.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. We undertook productive planning in 2012 when it appeared that gift and estate tax exemptions were about to shrink.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Random Roger's Retirement Planning

MARCH 24, 2024

Merger arbitrage could have some sort of problem I suppose but the under the symbol MERFX, which goes back to 1990, the worst year for the fund was 2002 when it dropped 5.67% but during that year it did go down 14% before recovering most of that decline before the year ended. That can only be taken as a proxy but it's better than nothing.

Portfolio 98

Portfolio Management Taxes Numbers 98

The Big Picture

MARCH 27, 2023

We talk about an S-curve for most industries, and there’s a very rapid expansion when you start with a good idea, and few people going after a very large pot, especially for distressed when you think of the 2001, 2002 periods. I think if I recall correctly, there were some 600 bankrupt companies in one year. So it’s all available.

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Assets Investing Investments Management 285

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. BALCHUNAS: … a couple trillion stuck in there because of taxes. RITHOLTZ: Super tax-efficient …. So the question is if — if the mutual fund was introduced as a new product today, would that pass SEC muster versus the dominant ETF with its tax efficiency?

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The Big Picture

NOVEMBER 8, 2022

CHANCELLOR: When they passed 2002, Friedman’s 90th birthday party in the Fed, Bernanke says facetiously to Friedman, “Apologizing for the Great Depression on behalf of the Federal Reserve, and ensuring that it won’t happen again.” CHANCELLOR: Yes. And that’s problematic. RITHOLTZ: Right.

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Banking Valuation Economy Investing 147

The Big Picture

OCTOBER 15, 2024

And so, so, so what happened was, you remember like in late 2002, you had like five, 6% interest rates and, and, and it rates started to fall. And you know, originally my friends and I, we were wondering why California was taxing us so much and where they were spending the money. And so people started refinancing their homes.

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Government Electronics Engineering Management 147

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

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Valuation Education Numbers Government 298

Random Roger's Retirement Planning

JANUARY 1, 2025

If we go back to 2002 with this second back test using ProFunds Ultra S&P 500 (ULPIX) which is the mutual fund predecessor of SSO it looks bad because of how big of a hole any 2x fund would have had to dig out from after 2008 so there's some good context about the risk of any leverage strategy.

Retirement 52

Retirement Portfolio Clients Assets 52

Random Roger's Retirement Planning

FEBRUARY 16, 2025

The state benefitted from something of a get me out of the city bid during Covid but that has started to reverse due some winding down of the WFH movement, high real estate prices and very high property taxes. If you think about those three reasons, you see they have more impact on younger people which contributes to the state skewing older.

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Healthcare Numbers Retirement Taxes 40

The Big Picture

MAY 21, 2024

I graduated Columbia 2002, and I’m the only person I know who stayed in the same job for the last 23 00:08:35 [Speaker Changed] Years. The one, the one he said this morning is this guy who’s 20 something and he says, so I figured out how I never have to pay taxes again. It’s all tax free.

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