Random Roger's Retirement Planning

JANUARY 14, 2024

I could have gone back further than 2018 but Bitcoin skyrocketed in 2017 so I wanted to take that out in case that sort of year never repeats again. Apparently LFMIX had a bad year in 2018, otherwise it's longer term result would be a little better. Take Bitcoin as just an example.

Portfolio 72

Portfolio Budgeting Assets Investing 72

Trade Brains

MAY 1, 2023

2018 2019 2020 2021 2022 Catering 49 55 46 29 27 Railneer 11 9 10 7 9 Internet Ticketing 14 12 27 57 54 Tourism & Train Operations 12 13 13 7 8 State Teertha 14 10 4 0 2 (figures in %) The table below presents the segment-wise profit before tax (and exceptional items) of IRCTC. Segment-wise Revenue Contr. Source: IRCTC Ltd.

Planning 52

Planning Food Government Budgeting 52

Carson Wealth

JULY 5, 2022

So, he knew to create a budget while he was in the NFL that accounted for his rent, his car, his gas, and his food. . “I I remember doing an interview with CNN Money and I actually had a picture from 2003 of my budget,” Ogden explained. . At that time, he was bringing in – after taxes – about $40,000 a month.

Financial Planning 52

Financial Planning Planning Strategic Planning Accounting 52

Trade Brains

DECEMBER 5, 2022

As per the Union Budget 2022-23, the Centre is estimated to allocate Rs. However, a closer look at the figures of the last five financial years tells that much of the growth in profit after tax accrued in FY22 only. This was primarily due to deferred tax adjustments. billion in 2021, 09.% higher than in 2020. Year Revenue (Rs.

Planning 52

Planning Manufacturing License Government 52

Brown Advisory

MARCH 28, 2019

One of our firm’s strategic advisors was on the Reagan-era tax policy team that implemented the 5% rule; they sought to ensure that private foundations did not become favorable havens for tax-free growth. Note that the 5% rule was intended to be a high hurdle. expected dispersion from mean returns).

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

One of our firm’s strategic advisors was on the Reagan-era tax policy team that implemented the 5% rule; they sought to ensure that private foundations did not become favorable havens for tax-free growth. 31, 2018.). Note that the 5% rule was intended to be a high hurdle. expected dispersion from mean returns).

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Trade Brains

JULY 23, 2022

In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? Tax reduction. Reduction in custom and import duties taxes on the raw materials and Capex investment push by Government in the budget 2022. In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue

Manufacturing 52

Manufacturing Government Investing Investments 52

Trade Brains

DECEMBER 21, 2022

It had allocated a budget of ₹ 6,322 crores for disbursals to be made to applicants who are selected under the scheme. Year 2018 2019 2020 2021 2022 Revenue (Rs. There is an increasing trend in the company’s net profit margin, from 8.44% in 2018 (FY19) to 13.68% in 2022 (FY23). About the Company. in Crores) 71,933.00

Planning 52

Planning Manufacturing Distribution Investing 52

Brown Advisory

APRIL 16, 2018

The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

Mon, 04/16/2018 - 13:23. Far too often, nonprofits grow their capacity and budget, and even expand their core missions, but do not adapt their investment programs to serve their evolving needs. The Other 95%. Today, we help nonprofits make an impact with the other 95% of their portfolio.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Indigo Marketing Agency

JANUARY 17, 2022

Jim Blankenship Jim Blankenship is a CFP® professional who specializes in Social Security, income tax, and personal finance. In 2018, a company even offered to pay him $10 million for his website. You can connect with Cullen on Twitter. He’s been in the finance industry since 1985 and has a wealth of knowledge and insights to share.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Abel and Jain, the designated successors to Buffett, were each paid $18 million in 2018. billion in 2018.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Abel and Jain, the designated successors to Buffett, were each paid $18 million in 2018. billion in 2018.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JUNE 16, 2022

rates were going up in 2018 we did debate raising our WACC hurdle when the Federal Reserve (FED) funds rate was at 2.5% 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. The last time U.S. and appeared to be going higher. We are nowhere near 2.5%

Investing 52

Investing Investments Accounting Valuation 52

The Big Picture

SEPTEMBER 19, 2023

I guess I got lucky in January or February of 2018. We actually have a budget for risk management and technology and tools. In fact, state revenues were often at all time highs from taxes when this happened. And you have to get very, like my favorite class in business school is taxes. And it’s a critical need.

Assets 147

Assets Management Investing Investments 147

Brown Advisory

AUGUST 14, 2023

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

OCTOBER 11, 2021

Investors should not construe the contents of this document as investment, legal, tax, regulatory, financial, accounting or other advice and this document is not intended to provide the sole basis for any evaluation of an investment. equity REITs.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Liquidity management and a budget for allocating to private investments in a disciplined way. Investors should not construe the contents of this document as investment, legal, tax, regulatory, financial, accounting or other advice and this document is not intended to provide the sole basis for any evaluation of an investment.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

JANUARY 1, 2023

We invested in five new companies during the year which was the most since 2018. Whilst advertising budgets are naturally cyclical, the return on investment from performance advertising spend often goes up in an economic downturn. what are the taxes for?). Each incremental customer becomes more valuable, not less.

Investing 52

Investing Investments Valuation Clients 52

Carson Wealth

MARCH 2, 2023

Understand Your Tax Situation It’s easy to forget about managing taxes in retirement, but the old adage applies: It’s not what you make, it’s what you keep. Property taxes can take a further bite out of your budget. Research any and all pertinent tax breaks, which can vary by state.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

Brown Advisory

MAY 31, 2018

NOW 2018 | What is the Economic Impact of Political Polarization? achen Thu, 05/31/2018 - 09:11 The U.S. To address poor growth, policymakers cut taxes and increase government spending. Today, the budget is increasingly dominated by required spending and interest expense on debt.

Economics 52

Economics Budgeting Government Clients 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What is the Economic Impact of Political Polarization? Thu, 05/31/2018 - 09:11. To address poor growth, policymakers cut taxes and increase government spending. Today, the budget is increasingly dominated by required spending and interest expense on debt.

Economics 52

Economics Budgeting Government Clients 52

Brown Advisory

JUNE 12, 2017

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance or have budgets at the parent company, though many of the subsidiaries do. In the utility business, the regulatory structure of the industry will pass a cut in corporate tax rates through to the customers, so Berkshire won’t get to keep it.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance or have budgets at the parent company, though many of the subsidiaries do. Corporate Tax Cut Potential to Benefit Berkshire. In Berkshire’s investment portfolio, the deferred tax liability on its accumulated gains would decline, and Berkshire would keep that.

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

JULY 2, 2024

Not only will we pay for it, we’ll keep your lawyer on a budget, we’ll make sure the case stays on track. And Christian and I ended up doing the law office apprenticeship program starting in 2018 with our general counsel at the time, Curtis Barry Ritholtz : At Legalist? Eva Shang : Legalist gc.

Government 147

Government Investing Investments Assets 147

Trade Brains

SEPTEMBER 11, 2022

Revenue (Rs in Cr) 2018 2019 2020 2021 2022. Operating income shows how much a company is earning after deducting all the variable costs but before paying interest and taxes. Profit Margin ratios (Rs in Cr) 2018 2019 2020 2021 2022. Return ratios (Rs in Cr) 2018 2019 2020 2021 2022. crore in the Union Budget 2022-23.

Healthcare 52

Healthcare Portfolio Medical Valuation 52

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: That started in 2018. MILLER: Exactly, right, so, but that’s part of it, but yeah, like the long term view, but I look at it as when, so the big problem or big challenge is New York City’s budget. RITHOLTZ: More than that, double, and it’s no bargain in terms of real estate taxes. MILLER: Yeah.

Sales 130

Sales Numbers Marketing Marketing 130

Sara Grillo

SEPTEMBER 26, 2022

I would say a good portion of the budget should be… Should be put towards this investigatory process. Wright: Yeah, I wouldn’t necessarily agree with Tom now without obviously further looks into the budget and things like that. Return of organization exempt from income tax [Form 990]. JR: Tom Sporkin. www.cfp.net.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Carson Wealth

APRIL 4, 2025

On the other hand, another stated goal is to raise 100s of billions of dollars of revenue from tariffs (to perhaps pay for tax cuts), but in that case you dont want import substitution and reshoring of manufacturing. Companies sitting back without making investments is going to be a bigger drag on GDP going forward. Thats not the case today.

Manufacturing 103

Manufacturing Portfolio Assets Investing 103

Carson Wealth

MARCH 7, 2025

Note that this is one way a lot of Chinese goods making their way into the US have avoided tariffs (since 2018). Back in 2018, the Trump administration gave out subsidies to blunt the impact, but it may not be as easy this time around with the deficit already running high. Think of it like a one-time increase in the sales tax.

Economy 84

Economy Marketing Marketing Taxes 84

Carson Wealth

APRIL 7, 2025

A 40% tariff on their $10 of exports to the US would be $4, although US importers pay the tax.) On the other hand, another stated goal is to raise 100s of billions of dollars of revenue from tariffs (to perhaps pay for tax cuts), but in that case you dont want import substitution and reshoring of manufacturing.

Marketing 94

Marketing Marketing Investing Investments 94

Aleph

FEBRUARY 18, 2023

Feb 15, 2023 Real Estate America’s Priciest Neighborhoods Are Changing as the Ultra-Rich Move to Florida [link] The wealthy seek lower taxes and warmer places. Perhaps $DIS will find a way to sue. There should be no surprise here. Feb 15, 2023 Turning offices into condos: New York after the pandemic [link] Popular concept.

Banking 59

Banking Healthcare Government Budgeting 59

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. There’s ways around that during reconciliation for budget bills and things like that. We know that we want to get tax done.

Taxes 280

Taxes Banking Clients Management 280

Carson Wealth

OCTOBER 21, 2024

If Congress does nothing, a lot of elements of the 2017 Tax Cut and Jobs Act (TCJA, which was signed into law by former President Trump) will expire on December 31, 2025. Washington, DC in 2025 is likely to be dominated by tax policy negotiations, which will get ever more feverish as the December deadline approaches.

Marketing 95

Marketing Marketing Taxes Economy 95