Nerd's Eye View

DECEMBER 23, 2022

From gradually raising the RMD age to 75 to expanding opportunities to make Roth-style contributions, to increasing the annual limit for Qualified Charitable Distributions, this legislation will likely impact nearly all financial planning clients!

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Here are some key considerations when financial planning for a divorce. Here’s a checklist of post-divorce financial planning moves.

Financial Planning 104

Financial Planning Planning Estate Planning Assets 104

Nerd's Eye View

OCTOBER 3, 2022

Wealthfront’s acquisition deal with UBS falls through as incumbents still show they’d rather build than buy (at least at robo-advisor valuations).

Commission 246

Commission Financial Planning Ethics Planning 246

Discipline Funds

OCTOBER 9, 2024

On the one hand you might assume that high valuations are bad because “expensive” usually implies bad. On the other hand, you could argue that high valuations simply reflect a price premium. The way I like to think about valuations is that they’re reflective of long-term price premiums.

Valuation 96

Valuation Economy Financial Planning Economics 96

Nerd's Eye View

JULY 9, 2024

In this episode, we talk in-depth about how Alex gained the trust of his firm's founder and its clients by gradually increasing his client-facing responsibilities over a span of 4 years in advance of a potential succession, how Alex and the firm's founder negotiated a valuation and transaction terms with a seller-financed note with protective covenants (..)

Financial Advisor 245

Financial Advisor Clients CFP Planning 245

Abnormal Returns

AUGUST 15, 2022

Podcasts Michael Kitces talks with Anna N’Jie-Konte who is the founder of Dare to Dream Financial Planning about leveraging her reach. thinkadvisor.com) Young lawyers have their own unique financial planning needs. investmentnews.com) Advisers What is happening with RIA valuations?

Financial Planning 130

Financial Planning Valuation Consulting Retirement 130

Abnormal Returns

AUGUST 22, 2022

Podcasts Matt Halloran talks with Meg Bartlet of Flow Financial Planning about her content strategy. proudmouth.com) Daniel Crosby talks financial literacy with Alex Chalekian, CEO of Lake Avenue Financial. investmentnews.com) How Creative Planning came to be comfortable doing acquisitions.

Financial Planning 130

Financial Planning Startup Insurance Valuation 130

Nerd's Eye View

APRIL 18, 2024

For over a decade, the financial advice industry has been bracing for an "any-minute-now" tsunami of advisor retirements and concomitant sales of financial planning practices. The primary risks when selling an advisory firm are that the deal may fall through, and existing clients may choose to leave the firm.

Planning 130

Planning Valuation Sales Clients 130

Integrity Financial Planning

SEPTEMBER 18, 2023

When raising capital, investors’ initial perception of your business significantly impacts their valuation, affecting both the equity you’ll need to give up for growth and the company’s value when selling. A diversified portfolio may lead investors to perceive your business as unfocused, which can result in a lower valuation.

Valuation 97

Valuation Financial Planning Portfolio Assets 97

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 Valuation 130

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. It can also preclude some tax planning strategies down the road. Current valuation = $0.1

Taxes 102

Taxes Tax Planning Startup Valuation 102

Discipline Funds

JULY 29, 2024

Here’s a great chart from JP Morgan’s latest quarterly review showing the valuation of the market with big tech and without it. This worry has been largely overblown (because big tech continues to perform well), but it goes to show how much the top 10 firms in the S&P are contributing both to growth and higher valuations.

Government 121

Government Assets Valuation Investments 121

Validea

SEPTEMBER 24, 2024

In the world of market valuation metrics, few have gained as much prominence as the Shiller P/E Ratio, also known as the Cyclically Adjusted P/E (CAPE) Ratio. Made famous during the late 1990s tech bubble, this metric continues to be a valuable tool for investors seeking to understand market valuations and potential future returns.

Asset Allocation 52

Asset Allocation Valuation Financial Planning Assets 52

Carson Wealth

JUNE 17, 2024

Short-term earnings growth is important, but long-term earnings growth means even more for financial planning. There is a more cyclical element related to valuations, but over time the impact of valuations tends to average out to near flat. The higher the P/E, the more expensive valuations are.

Marketing 86

Marketing Marketing Valuation Economy 86

Carson Wealth

JULY 27, 2022

Valuations Could Move to a More Normal Range . The decline in the equity market pushed valuations down to levels in line with the period between 2015 and 2020. While uncertainty is a bigger challenge to markets, valuations could rise if other factors move in the right direction. . Q3 2022’s Five Big Risks.

Marketing 98

Marketing Marketing Valuation Economy 98

eMoney Advisor

MARCH 22, 2023

2 Additionally, with the significant wealth set to shift in their direction, both their size and financial potential means they could play a pivotal role in the growth, valuation, and long-term success of your firm. Below are six hallmarks to consider when providing financial planning to Millennials and Gen Z.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Darrow Wealth Management

AUGUST 28, 2023

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 97

Sales Estate Planning Wealth Advisor Taxes 97

Discipline Funds

AUGUST 4, 2023

More importantly, we know that environments with low unemployment, high valuations and restrictive credit are consistent with poor risk adjusted returns in the stock market. The last 7 months of performance doesn’t change that. 1 – A better example here is a 10 year AAA rated bond yielding 4%.

Financial Planner 98

Financial Planner Banking Taxes Economics 98

Integrity Financial Planning

SEPTEMBER 25, 2023

Last month, Darden, the owner of the Olive Garden restaurant chain, announced it was acquiring Ruth’s Chris, the legendary American steakhouse, for $715 million, implying a valuation of around one times last year’s annual revenue, or about ten times their adjusted EBITDA for 2022.

Advertising 52

Advertising Financial Planning Valuation Planning 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. FINANCIAL PLANNING Home Refinance.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. FINANCIAL PLANNING. Financial Plans.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 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. It can also preclude some tax planning strategies down the road. Current valuation = $0.1

Taxes 52

Taxes Tax Planning Startup Valuation 52

Zoe Financial

JULY 17, 2023

25% rally over the last 9 months for stocks, mainly driven by valuation expansion. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Nasdaq was up 3.3%. Up 35% year-to-date. For earnings, companies are reporting above expectations.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Good Financial Cents

DECEMBER 14, 2022

As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

MainStreet Financial Planning

JANUARY 25, 2024

Real estate valuation The National Financial Educators Council had 3 core objectives in mind: providing resources for financial educators, offering tools for people interested in improving their financial knowledge, and giving the media up-to-date information about the current state of financial literacy.

Education 52

Education Insurance Assets Budgeting 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. Since then, in the midst of a sleepy IPO market and macroeconomic headwinds, Stripe’s plans have evolved. Do you have Stripe employee equity?

Taxes 52

Taxes Valuation Startup Sales 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

Truemind Capital

NOVEMBER 7, 2019

Now, even though the sector and the risk associated with it don’t agree with your financial plan, you may still go ahead and invest in it because of the halo effect this company has had on you. What causes it? Humans have a tendency to want quicker decisions and having a favourable characteristic hastens the decision.

Media 52

Media Valuation Consulting Investing 52

Harness Wealth

APRIL 16, 2025

This article explores effective tax planning strategies for acquisitions, examining structural considerations, jurisdictional complexities, and timing opportunities that can significantly impact your deal’s success and long-term value.

Taxes 52

Taxes Tax Planning Startup Compliance 52

International College of Financial Planning

NOVEMBER 10, 2021

Some of the most popular ones include – Portfolio Management Course – There are several business schools and other institutions in India offering this and similar courses and it involves the basic and advanced concepts in the financial planning and management of portfolios for clients.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Carson Wealth

JULY 6, 2023

Exit Planning Mistake 2: Failing to Conduct a Regular Business Valuation Even when done informally, a business valuation can provide an impartial perspective that will dispel unrealistic expectations of a business’s worth. They can even connect you with sources to provide counsel as you navigate the process.

Planning 52

Planning Valuation Financial Advisor Taxes 52

Trade Brains

AUGUST 19, 2022

Because of it’s simple and easy-to-understand content , it’s one of the best Indian stock market blogs to learn to invest in stocks alongside boosting your additional financial insights. This blog is focused to help people invest sensibly to achieve financial goals, get their personal finances in order, and invest profitably in stocks.

Marketing 59

Marketing Marketing Investing Investments 59

International College of Financial Planning

MAY 30, 2023

These principles ensure that individuals and institutions act with integrity, fairness, and transparency, prioritizing the interests of clients, investors, and the financial system. Next, research different finance career paths to better understand the various roles and industries within the financial sector.

Ethics 40

Ethics Compliance Education Clients 40

Harness Wealth

APRIL 17, 2023

Pros and Cons of Tender Offers for Startup Employees Personal Financial Planning Considerations Frequently Asked Questions What is a Tender Offer? By regularly monitoring the fair market value of your shares and the 409A valuation of your company, you’ll be quick to know how fair of a deal you’re getting.

Startup 52

Startup Taxes Risk Tolerance Sales 52

Investing Caffeine

NOVEMBER 1, 2021

Valuations (How cheap or expensive is the market?). Nevertheless, as I have consistently reminded my investors and readers, the key pillars to understanding the health of the investment environment are the following (see also The Stool ): · Interest rates. Earnings (Corporate profits). Sentiment (How greedy or fearful are investors?).

Government 52

Government Valuation Investing Investments 52

Investing Caffeine

APRIL 1, 2022

They certainly could, but valuations remain attractive given where interest rates currently stand. The strong economy, impressive profit growth, historically low interest rates (even though slowly rising), cash-rich corporations, and attractive valuations mean there is still ample room for future market gains. Source: Yardeni.com.

Economy 59

Economy Economics Valuation Investing 59

International College of Financial Planning

APRIL 16, 2021

Must know basic financial management principles and accounting principles. Understand concepts of valuation, fixed income securities, valuation, macroeconomics, and volatility of international markets. Ability to work with numbers in the long run. Multi-tasking skills. Opt for the one that best suits your requirements.

Management 52

Management Valuation Certification Financial Market 52