This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Communication Investing Valuation 
Nerd's Eye View
JANUARY 31, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)
Abnormal Returns
JULY 24, 2023
Podcasts Stephen Clapham talks with Beth Lilly about value investing and managing a family office. podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. Most people in finance are not doing it.
243
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Nerd's Eye View
OCTOBER 4, 2024
Also in industry news this week: A recent survey found that while 1/3 of advisory firms are currently using AI tools, another 1/3 are fearful of doing so, indicating that while some firms are eager to be early adopters of this technology, others are taking a wait-and-see approach, perhaps as regulation surrounding this technology evolves over time (..)
Financial Symmetry
FEBRUARY 20, 2025
companies from the IT, consumer discretionary, and communication sectors: Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla. This means that the expansion of valuation multiples, like price-to-earnings (P/E), has played a big role.2 Pay attention to valuations. Magnificent 7 : Refers to seven, large U.S.
64 
Validea
MARCH 27, 2025
Valideas Strategy of the Week series highlights time-tested investment strategies based on the insights of legendary investors. Lynch was also a gifted communicator. In his best-selling book, One Up on Wall Street , he broke down the art of investing into plain-English wisdom. The hallmark of this strategy.
80 
Advisor Perspectives
NOVEMBER 12, 2024
Mr. Valuation will cover the Communication Services Sector. In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a.
Nerd's Eye View
JUNE 27, 2023
In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)
Validea
FEBRUARY 10, 2025
His candid insights on what really drives markets and the limited role of policy makers challenge common assumptions about investing. The hosts also explore Paulsen’s humble yet profound advice for investors: focus on not disrupting the core 90% of your portfolio while seeking opportunities for outperformance with the remaining 10%.
52 
The Big Picture
JULY 21, 2023
Slate ) • Extreme Heat Is Deadlier Than Hurricanes, Floods and Tornadoes Combined : When dangerous heat waves hit cities, better risk communication could save lives. Slate ) • Extreme Heat Is Deadlier Than Hurricanes, Floods and Tornadoes Combined : When dangerous heat waves hit cities, better risk communication could save lives.
239 
The Big Picture
OCTOBER 17, 2023
The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.
130 
Validea
FEBRUARY 12, 2025
Using a sophisticated screening methodology that synthesizes 22 distinct investment approaches, Validea has identified ten companies within the S&P 500 that exhibit compelling fundamental characteristics. VZ VERIZON COMMUNICATIONS INC $40.49 $170,463 9.8 RJF RAYMOND JAMES FINANCIAL INC $162.95 $33,390 15.9 6.6% -2.3%
52 
Mish Talk
DECEMBER 12, 2022
The three largest holdings in the fund—which is known by its ticker symbol ARKK—are Zoom Video Communications Inc., Chief Futurist On September 7, 2022, Cathie Wood’s Ark Investment Management named its first “ chief futurist ", Brett Winton. ZM, Tesla Inc., and Exact Sciences Corp., companies Ms. 1 Million for Bitcoin by 2030?
157 
Dear Mr. Market
MARCH 17, 2024
My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.
93 
Brown Advisory
SEPTEMBER 12, 2016
Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.
52 
Cornerstone Financial Advisory
FEBRUARY 26, 2024
Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. WDAY), Zoom Video Communications, Inc. (ZM) Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Individuals cannot directly invest in unmanaged indexes.
105 
The Big Picture
MARCH 25, 2025
And the, you know, obviously just my personal opinion, but I think at that particular point in time, all of the investment banks were bankrupt or insolvent. Valuations tended to crash and burn very, very cheap valuations tended to do well. You know, like one of the best growth factors in investing is momentum.
147 
Darrow Wealth Management
MAY 6, 2024
Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. Get help with valuation and stepped-up basis An estate’s value is determined as of a point in time, typically the date of death. The funeral home typically notifies the Social Security Administration.
100 
Darrow Wealth Management
JULY 30, 2024
Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase. There’s a risk of over-paying tax if the valuation doesn’t go up or if the company isn’t successful.
92 
The Big Picture
SEPTEMBER 10, 2024
Mike Wilson has been with Morgan Stanley since 1989, rising up through the ranks of institutional sales, trading, investing, banking to eventually becoming Chief Investment Officer and Chief US Equity Strategist. Was investing always the career plan? So I was really investment banking. MBA from Kellogg at Northwestern.
162 
Brown Advisory
FEBRUARY 5, 2021
Technology rules the way we communicate, connect, consume and collaborate. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. MORE ON THIS TOPIC Podcast - Citizens of Cyberspace: Who is in charge?
52 
Brown Advisory
FEBRUARY 5, 2021
Investment Insights: What you need to know about Technology in 2021. The team discussed how they think about investing in technology in the face of wildly increasing valuations and an ever-changing regulatory landscape, covering: The evolution of their thinking and investment process around the sector. MORE ON THIS TOPIC.
52 
Brown Advisory
APRIL 20, 2022
Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.
The Big Picture
APRIL 18, 2023
When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. The first job for Morgan Stanley was McCown De Leeuw.
162 
Cornerstone Financial Advisory
OCTOBER 23, 2023
This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Individuals cannot directly invest in unmanaged indexes.
105 
Cornerstone Financial Advisory
FEBRUARY 5, 2024
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, September 25, 2023 5.
104 
The Big Picture
JULY 26, 2022
What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.
298 
Trade Brains
JULY 18, 2024
Airtel, Vodafone, Idea, Tata Docomo, MTS, Virgin Mobile, Aircel, Reliance Communications, and so on, and some prominent players in the telecom market while some charging a pack of 1GB internet for a month for Rs. These investments instill confidence and growth prospects in the company. The company has investments of Rs.
52 
Brown Advisory
AUGUST 6, 2019
Investment Perspectives | Cool Change ajackson Tue, 08/06/2019 - 08:46 "Time for a cool change; I know that it's time for a cool change." Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments.
52 
Brown Advisory
AUGUST 6, 2019
Investment Perspectives | Cool Change. After more than 50 years of writing research reports and investment letters (including the last 20 with Brown Advisory), it’s time to pass the baton to a better qualified, more knowledgeable and—yes—younger colleague who can take Investment Perspectives forward. Tue, 08/06/2019 - 08:46.
52 
Darrow Wealth Management
JULY 25, 2022
Particularly for employees of companies that IPO’d last year, valuations have fallen significantly. If the company was trading at an inflated price due to market conditions at the time, then it’s going to be much harder to justify that valuation when exuberance wanes. Single stocks vs the market. Disclosures.
99 
Cornerstone Financial Advisory
OCTOBER 2, 2023
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.
111 
Cornerstone Financial Advisory
SEPTEMBER 25, 2023
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.
111 
Cornerstone Financial Advisory
NOVEMBER 6, 2023
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.
105 
Cornerstone Financial Advisory
DECEMBER 26, 2023
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.
105 
Cornerstone Financial Advisory
DECEMBER 18, 2023
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.
105 
Cornerstone Financial Advisory
FEBRUARY 19, 2024
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.
105 
Cornerstone Financial Advisory
OCTOBER 31, 2022
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.
105 
Cornerstone Financial Advisory
SEPTEMBER 5, 2023
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.
105 
Cornerstone Financial Advisory
OCTOBER 9, 2023
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.
105 
ClearMoney
DECEMBER 14, 2021
Systematic, or factor-based, investing has become quite common in equities. The many parallels between Dimensional’s equity and fixed income approaches provide an opportunity to demystify systematic bond investing through the familiar lens of our approach in equities. The following is provided by Dimensional Fund Advisors.
52 
Cornerstone Financial Advisory
NOVEMBER 27, 2023
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.
105 
Cornerstone Financial Advisory
JANUARY 16, 2024
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Like to ride your bike?
111 
Cornerstone Financial Advisory
MARCH 18, 2024
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, October 17, 2023 7.
105
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content