Fortune Financial

MARCH 5, 2024

Enhancing Company Valuation: It’s not all about the immediate perks. This means staying informed about plan performance, fees and compliance requirements. As your trusted financial advisors, Fortune Financial Advisors prioritize clear and transparent communication.

Retirement Planning 52

Retirement Planning Retirement Financial Advisor Taxes 52

Brown Advisory

NOVEMBER 12, 2015

Recharacterization: But what if you converted a traditional IRA to a Roth at a time when the assets were at peak valuation, and the value of the assets have since declined? Circular 230 Compliance Statement. Regulations contained in IRS Circular 230 regulate written communications from us concerning tax matters.

Planning 52

Planning Taxes Distribution Medical 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. What’s the valuation? We were short subprime mortgages with John Paulson. SEIDES: Correct.

Management 130

Management Investing Investments Government 130

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. And so it’s, it’s sort of managing that, all of those different constituents with communication.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JULY 26, 2022

WEAVER: Well, thankfully, we were — I really communicated a lot with Doug and Tom, and they understood. And since we look at both private and public markets, what do you think of in terms of valuation? WEAVER: But if we can hit our target — RITHOLTZ: We all have compliance departments. WEAVER: Yeah.

Consulting 298

Consulting Numbers Management Investing 298

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. A business with a lot of people under incentives is going to have some misbehavior.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. A business with a lot of people under incentives is going to have some misbehavior.

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? Think about the incredible growth of U.S. RIEDER: Thanks. RIEDER: It is real time.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. RITHOLTZ: 16 percent annually, net of fee?

Assets 162

Assets Investing Investments Portfolio 162

The Big Picture

DECEMBER 10, 2024

They were very interested in the company’s suite of primarily communications technologies, CC mail, Lotus Notes, because the sort of networking boom had already started up, and they saw a world where all of these PCs would be interconnected. These 10% are what’s driving the entire valuation. So if we could carve that out.

Engineering 130

Engineering Consulting Manufacturing Investing 130

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? They kept the reputation intact by communicating with their investors. LINDZON: Who is this guy? RITHOLTZ: Right.

Media 290

Media Investing Investments Valuation 290

Carson Wealth

JANUARY 6, 2025

Another theme we hear is that stock gains have been driven by valuations (multiples growth) where investors are simply willing to pay more for a dollar of profits. Nevertheless, even expectations of higher inflation can actually cause inflation and the Trump administration will have to be careful about how it communicates policy.

Marketing 60

Marketing Marketing Economy Economics 60

The Big Picture

NOVEMBER 25, 2024

You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. 00:21:21 [Speaker Changed] So this story came out that, oh, value is defensive because it has this valuation buffer to it 00:21:28 [Speaker Changed] In that one example.

Portfolio 147

Portfolio Management Marketing Marketing 147

Carson Wealth

DECEMBER 30, 2024

Valuations Are a Poor Short-Term Timing Indicator Do you like buying things when they are pricey? There is virtually no proof that high (or low) valuations can predict what stocks might do the following year. Rather than making investing decisions based on valuations, you are better off investing in days that end in y if you ask me.

Marketing 60

Marketing Marketing Valuation Economy 60