Validea

FEBRUARY 10, 2025

Key topics covered: Why traditional market valuation metrics may need updating for the modern era A novel way to measure productivity through “profit per job” and its implications for market valuations Why Main Street confidence has remained low despite strong markets, and what this means for investors How the Federal Reserve’s approach (..)

Valuation 52

Valuation Communication Retail Banking 52

Abnormal Returns

AUGUST 7, 2023

wiredplanning.com) Meb Faber talks Future Proof and stock market valuation with Ben Carlson and Michael Batnick. financial-planning.com) Why advisers should communicate with clients the way they prefer (wealthmanagement.com) How an adviser transformed into the FinArtist. wsj.com) 401(k) recordkeeper Vestwell is on a roll.

Financial Advising 130

Financial Advising Communication Valuation Clients 130

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.

Engineering 239

Engineering Valuation Communication Media 239

Validea

FEBRUARY 12, 2025

The methodology incorporates principles from Warren Buffett’s focus on sustainable competitive advantages and strong returns on capital, Peter Lynch’s emphasis on reasonable valuations relative to growth rates, and Benjamin Graham’s insistence on margin of safety. VZ VERIZON COMMUNICATIONS INC $40.49 $170,463 9.8

Valuation 52

Valuation Communication Media Sales 52

Nerd's Eye View

APRIL 18, 2024

Traditionally, a standard benchmark for advisory-firm sales has been 2X annual revenue; with many firms running at an average 25%–30% profit margin, this results in 7X–8X earnings valuations. However, firms with margins outside a traditional range might result in unrealistically high earnings multiples for the buyer.

Planning 130

Planning Valuation Sales Clients 130

Advisor Perspectives

DECEMBER 22, 2023

Mr. Valuation provides a detailed analysis of seven stocks in the Communication Services Sector, focusing on their valuation, growth potential, and dividend yields. In this video, Chuck Carnevale, Co-founder of FAST Graphs, a.k.a.

Communication 40

Communication Valuation 40

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., ARK is predicting the valuation of Tesla will exceed the entire US real GDP by the early 2030s. 30 alone, they yanked $146 million, which was among the largest single-day outflows of the year. ZM, Tesla Inc.,

Communication 157

Communication Valuation Marketing Marketing 157

Nerd's Eye View

AUGUST 19, 2024

Because there is no single 'right' price, structure, or financing mechanism for every firm, getting clear on G1's financial goals, G2's ability to finance the deal, and the value of the firm (perhaps with the assistance of an external valuation service) can help ensure that all parties are clear on what the succession will look like and whether it (..)

Planning 130

Planning Risk Tolerance Clients Communication 130

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.

Valuation 52

Valuation Banking Portfolio Communication 52

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.

Estate Planning 95

Estate Planning Distribution Valuation Accounting 95

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.

Taxes 86

Taxes Tax Planning Startup Valuation 86

Discipline Funds

JUNE 6, 2023

When you combine this with a very low unemployment rate and high market valuations you tend to see the sort of choppy stock market that we’ve been experiencing in the last few years. In the meantime, the overnight rate at 5% puts a lot of pressure on credit markets and this increases the probability of an outlier credit event.

Economy 105

Economy Asset Allocation Communication Valuation 105

Nationwide Financial

NOVEMBER 29, 2022

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.

Financial Advisor 52

Financial Advisor Planning Valuation Communication 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) This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. The forecasts also are subject to revision.

Marketing 105

Marketing Marketing Economics Taxes 105

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.

Marketing 94

Marketing Marketing Valuation Risk Tolerance 94

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

Brown Advisory

MARCH 1, 2016

Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. million pre-money valuation.

Valuation 52

Valuation Investing Investments Clients 52

Steve Sanduski

MAY 31, 2022

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.

Planning 52

Planning Consulting Clients Communication 52

Cornerstone Financial Advisory

OCTOBER 23, 2023

This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. The forecasts also are subject to revision.

Marketing 105

Marketing Marketing Taxes Economics 105

Trade Brains

MARCH 29, 2024

Bharti Hexacom is a communications service provider offering consumer mobile services, fixed-line telephone & broadband services under the brand Airtel. Today, Bharti Hexacom offers its communication services as Airtel in a synergistic manner to its customers. Keep reading to find out! Investment Rs.

Government 59

Government Communication Valuation Consulting 59

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Your mental health influences how you communicate with others, perform at work, and feel about yourself. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 104

Marketing Marketing Taxes Economics 104

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Why there is a disconnect between the valuation level of private advisory firms and publicly traded firms.

Strategic Planning 52

Strategic Planning Communication Valuation Investment Advisor 52

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.

Estate Planning 52

Estate Planning Distribution Valuation Accounting 52

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.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Good Financial Cents

DECEMBER 14, 2022

Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Communication Skills. Finance is a complex field, and communicating effectively is essential for success. Senior Accountants. Financial Reporting Skills.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Cornerstone Financial Advisory

APRIL 24, 2023

Poor earnings results hit communication services stocks and regional banks, while margin pressures put pressure on auto stock valuations. Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), The forecasts also are subject to revision. VZ), Visa, Inc. (V), V), Alphabet, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

APRIL 20, 2022

Explain the timing difference and cutoff on valuations. Regardless of an entity’s scale, proactively defined audit requirements set mutual expectations for advisor and client alike, helping to ensure efficient and effective goal setting and communication. Define the type of investments involved, (e.g., Offer constructive feedback.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Brown Advisory

SEPTEMBER 12, 2016

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs. They are intended for the sole use of the addressee.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs. They are intended for the sole use of the addressee.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Trade Brains

MARCH 1, 2024

The Company is the 8th largest integrated marketing communications group in India by operating revenue. In FY23, the overall market size of Integrated Marketing Communications in India was Rs. growth in the global integrated marketing communications industry during the same period, indicating faster recovery from COVID-19 levels.

Advertising 59

Advertising Communication Media Clients 59

David Nelson

MAY 15, 2023

You’ve Got Mail The first origins of the internet go back as far as the 50’s as academia and the military explored new communication technologies. Who can deny the iPhone hasn’t changed the way we view communication? The party lasted another 4 years with their biggest gains yet to come.

Valuation 59

Valuation Communication Medicine Investing 59

Brown Advisory

FEBRUARY 5, 2021

Technology rules the way we communicate, connect, consume and collaborate. MORE ON THIS TOPIC Podcast - Citizens of Cyberspace: Who is in charge? For both companies and governments, this provides incredible economic and infrastructure opportunities, but also exposes massive risks to security and privacy.

Investing 52

Investing Investments Clients Communication 52

Brown Advisory

FEBRUARY 5, 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. Technology rules the way we communicate, connect, consume and collaborate. MORE ON THIS TOPIC.

Investing 52

Investing Investments Clients Communication 52

Cornerstone Financial Advisory

OCTOBER 2, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. However, if you sell a Treasury Note prior to maturity, it may be worth more or less than the original price paid.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

MARCH 25, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. However, if you sell a Treasury Note prior to maturity, it may be worth more or less than the original price paid.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. However, if you sell a Treasury Note prior to maturity, it may be worth more or less than the original price paid.

Marketing 105

Marketing Marketing Taxes Economics 105

eMoney Advisor

DECEMBER 20, 2022

The CFP Board stated the risks as follows in its communication. They raise valuation issues because they may not be subject to commonly-accepted valuation methodologies and may not be subject to consistent accounting treatment or traditional reporting requirements.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62