Abnormal Returns

MAY 8, 2023

(riabiz.com) First Republic First Republic saw a wave of adviser departures prior to the sale to JP Morgan Chase ($JPM). financial-planning.com) The biz What variables matter when it comes to RIA valuation. investmentnews.com) How JP Morgan Chase ($JPM) is trying to hold onto First Republic advisers.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Abnormal Returns

JUNE 27, 2023

bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. calculatedriskblog.com) New home sales are on the rise. (behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? axios.com) Finance The private equity crowd is finding mega-deals hard to come by.

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

Nerd's Eye View

JULY 5, 2024

Also in industry news this week: A separate Supreme Court decision struck down the SEC's use of in-house judges to adjudicate cases involving civil penalties (unless both parties in the matter agree to it), likely setting up more settlement offers from the regulator to avoid a drawn-out legal process in the Federal court system At a time when it has (..)

Financial Planner 246

Financial Planner Retirement Commission Financial Advice 246

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. bonddad.blogspot.com) New heavy truck sales continue apace. morningstar.com) Why have energy stocks and oil prices diverged? compoundadvisors.com) Strategy Ben Carlson, "We’ve never seen a market environment like this where both stocks and bonds were crushed simultaneously."

Startup 244

Startup Marketing Marketing Financial Advising 244

Abnormal Returns

SEPTEMBER 14, 2023

Markets TIPS are on sale. wsj.com) Databricks just raised fresh capital at a $43 billion valuation. morningstar.com) The rise in real interest rates is stunning. econbrowser.com) Daily options volume is soaring as traders go whole hog. wsj.com) Strategy Bull markets have four distinct stages.

Financial Advising 279

Financial Advising Advertising Economy Valuation 279

Wealth Management

APRIL 17, 2023

How business owners preparing for a sale can benefit from the expected uptick in M&A activity.

Valuation 105

Valuation Sales 105

Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. The emphasis on fresh produce, growing from 15% to 18% of their sales mix, shows their focus on quality and competitive pricing in fruits and vegetables. This approach drives foot traffic and boosts sales.

Valuation 98

Valuation Retail Food Marketing 98

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Financial Planner 246

Financial Planner Tax Planning Clients Valuation 246

Nerd's Eye View

OCTOBER 18, 2023

Even professional investors such as venture capitalists aren't immune either, with the rise and fall of companies like WeWork and Theranos showing that sophisticated investors can be enticed to abandon a disciplined approach by a sales pitch that's too good to be true.

Marketing 246

Marketing Marketing Valuation Advertising 246

Nerd's Eye View

OCTOBER 4, 2024

Also in industry news this week: A recent survey found that while 1/3 of advisory firms are currently using AI tools, another 1/3 are fearful of doing so, indicating that while some firms are eager to be early adopters of this technology, others are taking a wait-and-see approach, perhaps as regulation surrounding this technology evolves over time (..)

Financial Planner 246

Financial Planner Retirement Planning Clients Retirement 246

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. The plan is to launch a new sale of employee shares at $81 a piece, the report said. Bloomberg earlier reported on the latest employee share sale.

Valuation 75

Valuation Sales Planning Marketing 75

Validea

SEPTEMBER 21, 2022

With the S&P 500 now close to 20% off its highs, I thought now might be a good time to look to our market valuation tool to see where things stand. But before I do that, I wanted to first cover two caveats I always put in articles about market valuation. With that all being said, let’s look at the current valuation data.

Valuation 72

Valuation Marketing Marketing CFP 72

Validea

JUNE 10, 2024

Here is the latest update for June from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. Using current year earnings estimates, the valuation looks a little cheaper.

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

SEPTEMBER 6, 2024

Here is the latest update for September from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. Using current year earnings estimates, valuations also fell from a PE of 18.1

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

OCTOBER 4, 2024

Here is the latest update for October from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. Using current year earnings estimates, valuations also rose slightly to 17.8.

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

AUGUST 1, 2024

Here is the latest update for August from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. Using current year earnings estimates, valuations rose in a similar fashion.

Valuation 52

Valuation Marketing Marketing Sales 52

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. Which begs the question, to what extent should an advisory firm owner discount the sale price of their firm for a next-gen successor?

Planning 130

Planning Valuation Sales Clients 130

Validea

JULY 8, 2024

Here is the latest update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 59

Valuation Marketing Marketing Sales 59

Validea

DECEMBER 11, 2024

Here is the latest update for December from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. They also look expensive using the Price/Sales, but nowhere near the peak in 2021.

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

NOVEMBER 9, 2024

Here is the latest update for November from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. The Price/Sales is one metric where the median stock continues to look very expensive.

Valuation 52

Valuation Marketing Marketing Sales 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.

Valuation 115

Valuation Sales Portfolio Investing 115

The Big Picture

MARCH 18, 2023

Over that period, expensive companies outperformed not on price but because they out-executed and grew more in terms of earnings, sales, and cash flows. Specifically, when Value doesn’t work, strategies like profitability, fundamental momentum, and low-risk work when Value as an investment style did not.

Retirement 310

Retirement Management Sales Investing 310

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. Getting professional help is key here as trying to negotiate a sale directly with a buyer might be short-sighted.

Sales 78

Sales Estate Planning Wealth Advisor Taxes 78

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% (wsj.com) PE firms are still having problems keeping junior analysts. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP).

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Trade Brains

APRIL 9, 2023

We will cover different types of ratios like valuation ratios, profitability ratios, liquidity ratios, efficiency ratios, and debt ratios. Valuation ratios are relative and are generally more helpful in comparing the companies in the same sector (apple to apple comparison). EV/EBITDA This is a turnover valuation ratio.

Valuation 98

Valuation Assets Sales Numbers 98

The Big Picture

SEPTEMBER 19, 2022

WENGER: Well, I was basically hanging out at the USV offices after the sale of del.icio.us 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. We’ve seen valuations come way down for public companies.

Valuation 305

Valuation Investing Investments Engineering 305

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Trade Brains

OCTOBER 7, 2024

Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations. This brought the total sales to around 42,000 crores since September 27th, when a key policy decision was announced by the People’s Bank of China. Factors like government stimulus and attractive valuations may be driving this trend.

Valuation 52

Valuation Marketing Marketing Government 52

Validea

AUGUST 17, 2022

No matter what metric you looked at, the peak valuations for growth stocks in mid-2021 were extreme. This is a chart of the valuation of the most expensive decile of our investable universe using the Price/Sales ratio. But even after that decline, the overall valuation remains about 30% above its average for the full period.

Valuation 78

Valuation Sales CFP Investing 78

The Big Picture

JULY 25, 2022

Institutional Investor ) see also The Stock Market Is On Sale. Valuations have plummeted at a record rate, but that’s before Wall Street has taken account of a slowing profit growth. That Doesn’t Make It Cheap. Wall Street Journal ). • “It’s pretty sudden,” one said.

Medicine 147

Medicine Engineering Valuation Management 147

James Hendries

AUGUST 23, 2022

Existing home sales fell 5.9% Existing home sales plummet but inventory stays low. Existing home sales fell 5.9% Although the rate of sales is slowing dramatically, the market is still short on supply of homes. At the current sales rate, it would take roughly three months to clear inventory [Figure 2].

Marketing 98

Marketing Marketing Sales Economy 98

Million Dollar Round Table (MDRT)

OCTOBER 3, 2022

A confidential valuation is one way to approach this. Attorneys are usually engaged with valuation experts to determine a value and ensure it is in line with the desired sale price. Strengths and weaknesses of the business will be pointed out by a good valuation and allow the owner to correct or capitalize on those.

Clients 82

Clients Valuation Management Planning 82

Trade Brains

JULY 28, 2023

Tata Elxsi’s sales growth has declined consecutively for the last 4 quarters. Let’s understand this from an example a company generated sales of 10 Lakhs in the previous year and then achieved 20 lakhs the next year and 40 lakhs a year after that. In the last 5 years, the company sales and net profit has grown by 18% and 26% CAGR.

Retail 96

Retail Sales Valuation Consulting 96

Harness Wealth

OCTOBER 5, 2024

Key Takeaways: A secondary sale allows private company shareholders, such as employees or early investors, to sell their shares to third-party buyers. It’s key to understand the tax implications of a secondary sale of private company stock. Table of Contents: What Is a Secondary Sale? Why Do Employees Consider Secondary Sales?

Startup 52

Startup Sales Taxes Consulting 52

The Irrelevant Investor

MARCH 14, 2024

The post The Compound and Friends: Inflation in Plain English appeared first on The Irrelevant Investor.

Valuation 71

Valuation Sales 71

Nerd's Eye View

AUGUST 19, 2024

Key components of this transition include client service oversight, sales oversight, strategy leadership, and financial management. Next, the founder and their successor(s) can work together to create a structured process to guide the operational transition between Generation 1 (G1) and Generation 2 (G2).

Planning 130

Planning Risk Tolerance Clients Valuation 130

Carson Wealth

FEBRUARY 26, 2024

Sales more than tripled compared to one year ago, clocking in at $22.1 Every segment reported higher than expected sales. Earnings, Not Rising Valuations, Driving Magnificent Seven Stock Gains Of course, NVIDIA’s stock movement has been strong. billion versus $6.2 billion in the fourth quarter of 2022.

Marketing 96

Marketing Marketing Valuation Economy 96