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The Ten Most Fundamentally Sound S&P 500 Stocks

Validea

This presents an opportunity for disciplined investors willing to look beyond the headlines and conduct thorough fundamental analysis. VZ VERIZON COMMUNICATIONS INC $40.49 $170,463 9.8 RJF RAYMOND JAMES FINANCIAL INC $162.95 $33,390 15.9 XOM EXXON MOBIL CORP $111.67 $486,100 14.2 JPM JPMORGAN CHASE & CO $274.99 $774,190 13.9

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Present at the Creation: Early-Stage Venture Capital

Brown Advisory

Present at the Creation: Early-Stage Venture Capital. Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. From 2010 until 2015, the bull run in publicly traded equities led to a surge in valuations across the venture capital industry. Not necessarily.

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This Present is Accounted For: An Overview of Low-Basis Gifting Strategies

Brown Advisory

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places. There are other ways to generate valuation discounts through indirect gifting strategies.

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Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. WDAY), Zoom Video Communications, Inc. (ZM)

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How financial advisors should approach succession planning

Nationwide Financial

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Obtain a Valuation.

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A Complete Guide to RIA Succession Planning with Paul Blease

Steve Sanduski

Paul and I discuss: Why prospective buyers and sellers shouldn’t be relying on “industry standard” valuation metrics alone when considering an acquisition. How to communicate your succession plan to your most valued clients so that they don’t jump ship.

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Weekly Market Insights – October 23, 2023

Cornerstone Financial Advisory

Weekly Market Insights: Stocks Retreat Despite Solid Earnings Presented By Cornerstone Financial Advisory, LLC Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The forecasts also are subject to revision. VZ), Alphabet, Inc.

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