Nerd's Eye View

SEPTEMBER 28, 2022

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Cordant Wealth Partners

NOVEMBER 20, 2020

Initially, with top marginal tax rates as high as 90 percent in the 1960s and 70 percent in the 1970s, these plans’ primary benefit was to shift income into lower-tax, retirement years. Of course, this comes with the risk of your company not being around to make good on its deferred compensation obligations in 10 or 20 years.

Compensation Planning 52

Compensation Planning Taxes Distribution Planning 52

Cordant Wealth Partners

JANUARY 28, 2021

Deferring taxes one year before retirement and then over a 10-year distribution schedule has value, but deferring taxes for 20 years (allowing your money to grow pre-tax) has a lot more value. Of course, this comes with the risk of your company not being around to make good on its deferred compensation obligations in 10 or 20 years.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. But Amazon had a great run, Bezos retires. It certainly lagged the stock market and executive compensation.

Valuation 298

Valuation Education Numbers Government 298

The Irrelevant Investor

APRIL 15, 2020

More Benefits , Binyamin Applebaum writes: The average worker received 32 percent of total compensation in benefits including bonuses, paid leave and company contributions to insurance and retirement plans in the second quarter of 2018. Even including nonwage benefits, the growth of compensation is very slow by historical standards.

Executive Compensation 52

Executive Compensation Economy Retirement Planning Numbers 52