Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

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Financial Planner Retirement Planning Retirement Valuation 246

Nerd's Eye View

JULY 5, 2023

In addition to overlooking global long-term recovery patterns, investors often fail to consider the important role that valuation changes play in investment returns. As while investment returns can be driven by underlying economic performance, such as through growth in earnings, they can also be driven by changes in valuations.

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Valuation Economics Portfolio Investing 246

Nerd's Eye View

NOVEMBER 6, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)

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Compliance Valuation Financial Advisor Clients 246

Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. However, we have analyzed based on the information that we could gather to determine where Trent Limited has an edge over its competitors. Should you buy Trent despite having a high valuation?

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Valuation Retail Food Marketing 98

MarketWatch

MARCH 15, 2023

s valuation has reportedly fallen for the second time in 2023 as the company announced a new round of funding late Wednesday. Back in January, Stripe reportedly had cut its internal valuation to $63 billion, down from a $95 billion valuation in March 2021. Visit MarketWatch.com for more information on this news.

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Valuation Wealth Management Assets Management 75

Carson Wealth

OCTOBER 7, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC ®️, CExP , CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss the importance of an accurate valuation when considering a business exit.  The post Valuations appeared first on Carson Wealth.

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Valuation Wealth Advisor CFP Consulting 52

MarketWatch

JUNE 23, 2023

Elon Musk’s SpaceX seeks to increase its valuation to $150 billion, The Wall Street Journal reported late Friday, citing people familiar with the issue. Visit MarketWatch.com for more information on this news. The plan is to launch a new sale of employee shares at $81 a piece, the report said.

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Valuation Sales Planning Marketing 75

MarketWatch

APRIL 12, 2023

GS on Wednesday drew an upgrade to buy from hold at UBS on the stock’s attractive valuation and lower risk profile than its peers. Visit MarketWatch.com for more information on this news. Goldman Sachs Group Inc. Shares of Goldman Sachs rose 0.8%.

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Valuation Wealth Management Banking Assets 75

A Wealth of Common Sense

DECEMBER 30, 2024

Today’s Talk Your Book is brought to you by Motley Fool Asset Management: See here for more information on the Motley Fool 100 Index ETF On today’s show, we discuss: How the index is constructed The difference between active and passive management Investing in growth vs value How to have conviction as an analyst The Motley Fool’s (..)

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Investing Investments Valuation Assets 53

The Big Picture

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. There’s a strong relationship between some of the ideas in the book and some of the ideas that inform our investing. WENGER: No. RITHOLTZ: So 3.0

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Valuation Investing Investments Engineering 305

Zoe Financial

MARCH 3, 2025

despite beating earnings expectations, showing high valuation pressure. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Tech Selloff: The Magnificent Seven are now in correction territory after leading gains for two years. Nvidia: Fell 8.5% Stay tuned for next week.

Marketing 52

Marketing Marketing Economics Taxes 52

Validea

OCTOBER 18, 2023

Big doesn’t always mean better and so investors could be well-served by looking at things like quality, profitability, valuation, growth and earnings metrics to determine how to how these stack stack up now and their investment merits going forward. Amazon (AMZN) AMAZON.COM, INC.

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Valuation Sales Portfolio Investing 115

Advisor Perspectives

DECEMBER 11, 2023

Not only have AI and ML driven the soaring valuations of stocks like NVDIA, but they have also demonstrated the potential to increase the efficiency of advisory practices. Prepare to be informed, inspired, and equipped with the knowledge to navigate the exciting horizons that lie ahead.

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Valuation 105

A Wealth of Common Sense

DECEMBER 5, 2022

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us an update on all things Private markets. Updates on venture capital in to.

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Marketing Marketing Valuation Investing 98

Trade Brains

OCTOBER 7, 2024

Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations. These valuations reflect different economic conditions and investor sentiments in each country. Factors like government stimulus and attractive valuations may be driving this trend. However, they can also suggest overvaluation.

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Valuation Marketing Marketing Government 52

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. drorpoleg.com) Failure is information. blog.validea.com) Visualizing U.S. interest rates since 2020. visualcapitalist.com) Strategy The hardest part of investing is holding through tough times. avc.com) What New York City needs to thrive.

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Financial Advising Media Valuation Assets 130

Validea

MARCH 24, 2025

What distinguishes this strategy is its ranking system that automatically identifies companies demonstrating both superior business performance and reasonable valuation. By prioritizing these dual criteria, investors can discover quality businesses at attractive prices.

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Valuation Education Retail Sales 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. This information is not a substitute for individualized tax advice. Please consult your financial professional for additional information. A) Tuesday: Analog Devices, Inc.

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Marketing Marketing Taxes Economics 52

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. Typically the, the valuations are. That’s how sensible the valuations are outside of the major terrains.

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Investing Investments Startup Valuation 182

Cornerstone Financial Advisory

DECEMBER 16, 2024

The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. This information is not a substitute for individualized tax advice. Please consult your financial professional for additional information. MU) Thursday: NIKE, Inc.

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Marketing Marketing Taxes Economics 52

Darrow Wealth Management

MAY 6, 2024

Inform them of your parents passing and discuss options for support in settling the estate. Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. If the estate is federally taxable, the executor can choose an alternate valuation date which is six months from the date of death.

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Estate Planning Distribution Accounting Valuation 100

Brown Advisory

MARCH 6, 2023

Some key investment themes discussed this year include how a reset in valuations in the fixed-income segment may help simplify portfolio construction, reflections on the current environment where “cash flow is king” and how crucial milestones in artificial intelligence may impact markets and society.

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Asset Allocation Assets Clients Valuation 98

The Irrelevant Investor

DECEMBER 4, 2022

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us an update on all things Private markets. Updates on venture capital in to.

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Marketing Marketing Valuation Investing 84

The Irrelevant Investor

JULY 20, 2023

Today’s Compound and Friends is brought to you by Kraneshares: See here and here for more information on Kraneshares China Internet & Covered Call Strategy ETF $KLIP On today’s show, we discuss: Ice T thanks the haters in Hollywood Apple tests ‘Apple GPT’, developers’ generative AI tools to catch OpenAI The problem with (..)

Valuation 83

Valuation 83

Darrow Wealth Management

JANUARY 16, 2025

Similarly, interests in a closely-held business will also need a professional valuation. The material in this article is intended to provide generalized information only as to some of the financial planning considerations of joint or separate trusts and should not be misconstrued as the rendering of personalized legal or tax advice.We

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Assets Estate Planning Taxes Wealth Management 98

Cornerstone Financial Advisory

DECEMBER 23, 2024

The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. This information is not a substitute for individualized tax advice. Please consult your financial professional for additional information. Source: Zacks, December 16 , 2024.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

The content is developed from sources believed to be providing accurate information. BRK.B), Exxon Mobil Corporation (XOM), Chevron Corporation (CVX) Source: Zacks, October 25, 2024 Companies mentioned are for informational purposes only. This information is not a substitute for individualized tax advice.

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Marketing Marketing Taxes Economics 52

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. With that information and the benefit of hindsight, it is somewhat surprising that more companies haven’t mentioned AI! Following the huge 11.2% This newsletter was written and produced by CWM, LLC.

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Marketing Marketing Valuation Economy 96

Calculated Risk

NOVEMBER 26, 2024

A couple of participants noted concerns about asset valuation pressures in other markets. A few of these participants noted signs that the deterioration of conditions in this sector of the CRE market might be lessening. emphasis added

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Banking Economy Commission Economics 124

Harness Wealth

MARCH 27, 2025

Key provisions include: Representations and warranties about the target fund’s tax compliance and the accuracy of its tax information. Staying informed about changes and emerging trends is therefore central to tax planning success. Indemnification clauses that allocate responsibility for pre-closing tax liabilities.

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Taxes Tax Planning Assets Compliance 52

Zoe Financial

DECEMBER 9, 2024

Market Valuations : Multiples are no longer considered cheap. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. S&P 500 : Up 1% for the week and 27.7% Nasdaq : Up 3.3% for the week and 32.3% equity market is trading at 22x earnings, compared to a historical average of 1617x.

Marketing 40

Marketing Marketing Economics Taxes 40

Darrow Wealth Management

JULY 30, 2024

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. Current valuation = $0.1 Your shares still need to vest.

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Taxes Tax Planning Startup Valuation 92

Zoe Financial

JANUARY 6, 2025

Will the Federal Reserve continue to lower interest rates, supporting valuations? Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Next Week: December payroll data will provide insight into the job market. PMI and ISM data will offer an overall snapshot of the economys performance.

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Marketing Marketing Taxes Economy 40

Cornerstone Financial Advisory

NOVEMBER 4, 2024

The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. These offerings are just one way the IRS strives to make tax information available to all. This information is not a substitute for individualized tax advice.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 18, 2024

The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. Some letters need a response or action item, while some are to keep you informed. Please consult your financial professional for additional information.

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Marketing Marketing Economics Taxes 52

MarketWatch

JUNE 29, 2023

million at a valuation of $1.7 Visit MarketWatch.com for more information on this news. Fidelis Insurance Holdings FIHL, a Bermuda-based reinsurance company, priced its initial public offering at $14 a share late Wednesday, below the proposed price range of $16 to $19. The company sold 14.8 million shares to raise $207.2

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Insurance Valuation Banking Planning 75

Cornerstone Financial Advisory

DECEMBER 2, 2024

The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. You may need information from your prior year’s return to answer certain questions. This information is not a substitute for individualized tax advice.

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Marketing Marketing Economics Taxes 52