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 129

Risk Management Valuation Management Marketing 129

Abnormal Returns

DECEMBER 18, 2024

Podcasts Peter Lazaroff talks stock options with Ally Jane Ayers, co-founder of Brooklyn FI and host of The Liquidity Event podcast. awealthofcommonsense.com) Market valuations aren't going to help you time the stock market. morningstar.com) Katie Gatti Tassin talks with Ramit Sethi author of "Money for Couples: No More Stress.

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

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

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

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.

Investments 182

Investments Investing 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

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

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 77

Taxes Tax Planning Startup Valuation 77

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

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

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

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

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 77

Marketing Marketing Taxes Valuation 77

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.

Investments 130

Investments Investing Startup Valuation 130

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

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

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 99

Economy Asset Allocation Valuation Communication 99

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 Taxes 173

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

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

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 52

Taxes Tax Planning Startup Valuation 52

Brown Advisory

JANUARY 19, 2023

at year-end can largely explain the compression in valuation, especially for higher multiple equities, primarily during the first half of the year. Since 1995, there are four rather distinct periods during which forward earnings estimates for the S&P 500 Index declined, tied to a specific event and/or economic downturn. by year-end.

Clients 98

Clients Economy Economics Investments 98

The Irrelevant Investor

OCTOBER 30, 2021

In a new report from AngelList, they shared that: In 4Q20, 80% of startups that changed valuations were marked up or had a positive exit—a new record for startups on AngelList at the time. Series B valuations are up 31% to $375 million. public stock market closed at an all-time high in October. The median pre-seed round is $8 million.

Startup 52

Startup Valuation Portfolio Investments 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. 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 105

Marketing Marketing Economics Taxes 105

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 71

Wealth Management Taxes Tax Planning Valuation 71

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. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

SEPTEMBER 3, 2024

But there’s always gotta be some element of the valuation really being compelling. But even in the book I wrote in 2014, you could see that the focus on competitive advantage can never be absolute, you always have to take valuation into consideration. But maybe second to valuation as a primary consideration.

Investments 147

Investments Investing Management Valuation 147

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 84

Marketing Marketing Valuation Risk Tolerance 84

Walkner Condon Financial Advisors

FEBRUARY 24, 2022

This helps to illustrate the fact that market corrections are common over most periods of time and should be viewed as the market resetting stock valuations back to a more fundamental level. Furthermore, many corrections have been caused by non-financial related events such as geopolitical issues or military skirmishes.

Marketing 52

Marketing Marketing Valuation Risk Tolerance 52

Walkner Condon Financial Advisors

MAY 1, 2023

According to Aileen Lee of Cowboy Ventures, only 0.14% of tech startups reach “unicorn” status (billion dollar market valuation), and of those, only 39% IPO or get acquired. The fair market value of the stock, based on its 409(a) valuation , is worth $20/share. That is about 1 out of every 2,000 startups.

Taxes 98

Taxes Startup Planning Valuation 98

Aleph

MARCH 25, 2023

And for those of you who don’t remember an old piece of mine on Social Security, there will be a payment event around 2032. Around that same time, maybe 20% of US states will have severe events regarding the defined benefit plans for public sector employees. Valuations are still extended.

Banking 64

Banking Assets Valuation Food 64

Harness Wealth

MARCH 18, 2022

Increasing Valuation. When the company raises money, they’ll set a valuation with the investors and sell them new shares at this new price per share. . New valuation = (Existing shares + New shares being sold) x New price per share. That’s included in this valuation. This is based on the company’s 409a valuation.

Valuation 52

Valuation Taxes Tax Planning Startup 52

David Nelson

AUGUST 22, 2022

Most valuation models start and end with the risk-free rate and any movement or even the perception of a change in future policy has an enormous impact on multiples and with-it equity prices. By definition a Black Swan event can’t be predicted but it doesn’t keep us from trying. The Black Swan I left the best for last.

Numbers 98

Numbers Marketing Marketing Valuation 98

The Irrelevant Investor

FEBRUARY 19, 2022

That's quite the lede from Pitchbook's 2021 VC Valuations Report. According to this report, the median early-stage valuation jumped 50% YoY to $45 million in 2021. Growth equity wasn't really a thing in the 90s when the hottest companies like Amazon were going public at half a billion-dollar valuation. But who knows?

Valuation 52

Valuation Startup Numbers Investments 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 76

Sales Estate Planning Wealth Advisor Taxes 76