Zajac Group

JANUARY 24, 2025

A tender offer creates a short-term liquidity event for private employees, who otherwise may not have much choice or control over selling their company stock (since its not traded publicly on the market yet). It is a single, limited event where employees may choose to sell their shares.

Taxes 52

Taxes Portfolio Investments Investing 52

Financial Symmetry

FEBRUARY 20, 2025

This means that the expansion of valuation multiples, like price-to-earnings (P/E), has played a big role.2 For current valuations to be justified for the Mag 7 and large growth stocks more broadly, very large earnings growth will have to continue. Pay attention to valuations. 2 Figure 4 demonstrates. Source: Morningstar.

Marketing 64

Marketing Marketing Valuation Commission 64

Mish Talk

NOVEMBER 8, 2022

The pact marks a victory for Binance founder Changpeng Zhao and a humbling comedown for Sam Bankman-Fried, the founder of FTX, which had been growing in size and recognition before a clash between the two men set off a series of events that shook investor confidence in his firm. It was all over in a matter of about 4 hours, rally to bottom.

Valuation 247

Valuation Assets Marketing Marketing 247

A Wealth of Common Sense

APRIL 9, 2024

The next Black Swan event. The level of interest rates and inflation and valuations and the Fed and basically everything else. Finance people spend a lot of time worrying. About the next recession. The next bear market. This makes sense. The bad stuff hurts more than the good stuff feels good so risk management rules the day.

Risk Management 132

Risk Management Valuation Management Marketing 132

Abnormal Returns

MARCH 16, 2024

wsj.com) Covid vaccines helped prevent post-infection cardiac events. billion valuation. (nature.com) How technology is being used to suss out faked scientific results. wsj.com) Covid What lessons can we learn from the Covid pandemic? heart.bmj.com) Why those 65+ are encouraged to get another Covid booster.

Financial Advising 278

Financial Advising Media Transportation Food 278

The Big Picture

SEPTEMBER 19, 2022

So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. Is valuation significant, or is it, hey, we’re going to make 100 investments and if two or three workout, the valuations are irrelevant? Is that sort of events?

Valuation 305

Valuation Investments Investing Engineering 305

Validea

FEBRUARY 22, 2025

Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can’t be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes. In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024.

Valuation 52

Valuation Economics Portfolio Investments 52

Validea

JUNE 26, 2023

We discuss how investors should think about inflation and the potential for a future recession, how to interpret market valuations, the impact of AI stocks on the market and whether political and geopolitical events should play a role in an investment strategy.

Valuation 52

Valuation Marketing Marketing Investments 52

Validea

JUNE 26, 2023

We discuss how investors should think about inflation and the potential for a future recession, how to interpret market valuations, the impact of AI stocks on the market and whether political and geopolitical events should play a role in an investment strategy.

Valuation 52

Valuation Marketing Marketing Investments 52

Zoe Financial

MARCH 3, 2025

despite beating earnings expectations, showing high valuation pressure. Actual economic or market events may turn out differently than anticipated. Tech Selloff: The Magnificent Seven are now in correction territory after leading gains for two years. Nvidia: Fell 8.5% Economies and markets fluctuate.

Marketing 52

Marketing Marketing Economics Taxes 52

Darrow Wealth Management

JULY 30, 2024

Typically, equity-based compensation is subject to vesting requirements: time, performance, liquidity events, perhaps multiple factors. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. Depending on the strike price and valuation, early exercising can still be cash intensive.

Taxes 92

Taxes Tax Planning Startup Valuation 92

Diamond Consultants

DECEMBER 16, 2024

As a result, its often incumbent upon the retiring advisor to either accept a discounted valuation for the book and/or show a great deal of flexibility in how their next gen ultimately takes the reigns of the business. Plus, they may get a second bite of the apple down the line when the buyer has a liquidity event. But is that fair?

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

The Big Picture

OCTOBER 2, 2024

Typically the, the valuations are. That’s how sensible the valuations are outside of the major terrains. It’s a terrific event, brought 70 different VCs to her campus. Just hyperbolic in the U. They’re really insane. And we were able to invest 1 million U. for 10 percent of the company just a year ago.

Investing 182

Investing Investments Startup Valuation 182

The Big Picture

FEBRUARY 9, 2023

We are back from the ETF Exchange event and ready to rumble! (Or It’s hard to see a scenario aside from rates staying higher for longer—lifting bond yields and putting pressure on stock valuations—or growth disappointing, dragging down earnings. Or at least read). Barron’s ) • Strong Dollar Still Rattles U.S.

Economy 130

Economy Valuation Investments Investing 130

Darrow Wealth Management

OCTOBER 31, 2022

If you have stock or options from a company that’s about to go public, there may be a temptation to include a future sudden wealth event into current financial decisions. Exercising ISOs isn’t a taxable event for the regular income tax calculation, but it is for the alternative minimum tax. Instacart isn’t alone.

Marketing 92

Marketing Marketing Taxes Valuation 92

MarketWatch

FEBRUARY 8, 2023

After displaying updates to Bing on Tuesday, Google held its own AI event Wednesday, but Google shares declined strongly after the event as Microsoft’s increased. equities to close a session with a $2 trillion valuation — Alphabet has hit the level in intraday trading, but never made it to the end of a session.

Engineering 75

Engineering Marketing Marketing Valuation 75

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. While some commodity prices are rising amid tensions in the Middle East, these events are volatile and prices can reverse just as quickly. Following the huge 11.2%

Marketing 96

Marketing Marketing Valuation Economy 96

Zoe Financial

DECEMBER 9, 2024

Market Valuations : Multiples are no longer considered cheap. Actual economic or market events may turn out differently than anticipated. S&P 500 : Up 1% for the week and 27.7% Nasdaq : Up 3.3% for the week and 32.3% Earnings: Next years earnings growth is expected to be around 14% YoY, compared to roughly 9% this year.

Marketing 40

Marketing Marketing Economics Taxes 40

The Big Picture

MAY 9, 2023

I mean, it was an existential event. But in some ways, those events, and we saw it again in March of 2020, we saw it again around where you see these big moments where it draws people together. Do I have the liquidity available to meet my ongoing cash flow obligations even in the event of a drawdown? SALISBURY: Absolutely.

Assets 299

Assets Clients Investments Investing 299

Zoe Financial

JANUARY 6, 2025

Will the Federal Reserve continue to lower interest rates, supporting valuations? Actual economic or market events may turn out differently than anticipated. Main Fundamental Drivers of the Market Will earnings continue to grow? Will the economy avoid a recession? Stay tuned for next week. Economies and markets fluctuate.

Marketing 40

Marketing Marketing Taxes Economy 40

Trade Brains

JULY 9, 2023

Key Features Daily Updates Section for filtered major market tracking with News, NSE & BSE Corporate Announcements, Forthcoming events, & Corporate Actions and more. Peer comparisons, news, and events are presented in such a way that will help in your investment decisions. You can download the Marketsmojo app here!

Marketing 98

Marketing Marketing Valuation Portfolio 98

Advisor Perspectives

MARCH 4, 2024

This free event will provide CE credits. The Equity Symposium on March 13 is shaping up to give investors critical insights into the equity space. VettaFi is fresh off the smashing success of Exchange and continuing to provide the insights investors need to navigate today’s complicated environment.

Valuation 40

Valuation 40

Discipline Funds

JUNE 6, 2023

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. 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.

Economy 105

Economy Asset Allocation Valuation Communication 105

Truemind Capital

JANUARY 22, 2024

Not exactly for the Russia-Ukraine event, but for all the possible events that can puncture the bubble in various asset classes that were created on the back of unlimited and cheap liquidity. The prices get more expensive from their long-term mean valuations and downside risk becomes much deeper. Read below to know HOW.

Asset Allocation 52

Asset Allocation Assets Valuation Portfolio 52

Trade Brains

OCTOBER 16, 2024

Tesla, the renowned electric vehicle manufacturer, recently hosted its “We, Robot” event on October 10, 2024. Optimus: The Remote-Controlled Bartender Optimus, Tesla’s humanoid robot, took centre stage at the event’s afterparty. Investors and analysts responded cautiously to the event.

Transportation 52

Transportation Valuation Manufacturing Marketing 52

The Big Picture

OCTOBER 2, 2024

Typically the, the valuations are. That’s how sensible the valuations are outside of the major terrains. It’s a terrific event, brought 70 different VCs to her campus. Just hyperbolic in the U. They’re really insane. And we were able to invest 1 million U. for 10 percent of the company just a year ago.

Investing 130

Investing Investments Startup Valuation 130

Cornerstone Financial Advisory

NOVEMBER 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 52

Marketing Marketing Taxes Economics 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.

Marketing 99

Marketing Marketing Valuation Risk Tolerance 99

Darrow Wealth Management

SEPTEMBER 7, 2023

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. Most companies go public at their highest historical valuation. So let’s get that out of the way first.

Wealth Management 82

Wealth Management Taxes Tax Planning Valuation 82

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. So I met him once briefly, I think it was on his, at his apartment at Park Avenue for some event.

Assets 173

Assets Management Portfolio Marketing 173

Carson Wealth

MARCH 8, 2024

Highlights include: Valuations are high due to increased profitability The economy is strong because the labor market is strong Residential and manufacturing construction are up Earnings for the S&P 500 this year are expected to grow 13% Looking for more investment insights and market analysis? Visit our Insights page today.

Valuation 52

Valuation Manufacturing Economy Investments 52

Harness Wealth

MARCH 3, 2023

A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. So instead, they’re looking to raise enough money on the private markets and facilitate a liquidity event for their employees along the way.

Taxes 52

Taxes Valuation Startup Sales 52

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. Both professionals often help sellers with valuation, find/vet potential buyers, advise on deal structure/terms, etc.

Sales 91

Sales Estate Planning Wealth Advisor Taxes 91

Cornerstone Financial Advisory

DECEMBER 16, 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 52

Marketing Marketing Taxes Economics 52

Validea

DECEMBER 1, 2022

The argument could explain why valuations have been trending upwards for the past 4 decades, as the income gap has widened. Traditional financial institutions and minds will undoubtedly push back on the idea of inequality driving demand for stocks, but there’s no golden lightning rod for determining valuations.

Marketing 52

Marketing Marketing Valuation Portfolio 52

Harness Wealth

MARCH 27, 2025

In any event, the use of tax treaties requires careful analysis and professional tax advice. Private equity assets are illiquid, requiring complex negotiations and valuations, in contrast to readily priced mutual funds. 2) Complex valuation. What are the tax implications of secondary transactions involving private equity assets?

Taxes 52

Taxes Tax Planning Assets Compliance 52

Harness Wealth

FEBRUARY 4, 2025

Risks: Illiquidity, subjective valuation, authenticity risks, fraud risks, market demand fluctuations, and high transaction costs. Taxable Transactions: Exchanging one cryptocurrency for another, using crypto for purchases, or earning crypto rewards all trigger taxable events. See our complete guide to crypto taxation.

Taxes 52

Taxes Investing Investments Startup 52