Nerd's Eye View

OCTOBER 4, 2023

The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future. And even though U.S.

Valuation 246

Valuation Economics Economy Marketing 246

Nerd's Eye View

MAY 16, 2023

What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.

Valuation 246

Valuation Financial Advisor Financial Planning Recruitment 246

Wealth Management

MARCH 1, 2023

Commissioner provides insights on how to weigh evidence on valuation discounts.

Taxes 246

Taxes Valuation 246

Abnormal Returns

SEPTEMBER 8, 2024

(awealthofcommonsense.com) Early in retirement is the time to do some tax planning. worksinprogress.co) Good luck trying to time the stock market using valuation metrics. whitecoatinvestor.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." ritholtz.com) How pour-over coffee got so good.

Tax Planning 298

Tax Planning Valuation Retirement Taxes 298

Abnormal Returns

APRIL 28, 2024

(scienceblog.com) What are to make of the big, and persistent, valuation disparities between large and small caps. carsongroup.com) How much do higher taxes prompt millionaires to relocate? morningstar.com) Additional life advice from Kevin Kelly including 'The highest form of wealth is deciding you have enough.'

Valuation 306

Valuation Taxes Marketing Marketing 306

The Big Picture

MARCH 18, 2025

We view valuation as a snapshot in time instead of recognizing how it evolves over a cycle, driven primarily by changes in investor psychology. Be tax-aware. We evolved in an arithmetic world, so we are unprepared for the exponential math of finance. Market Mayhem : As investors, we often rely on rules of thumb that fail us.

Investments 317

Investments Investing Math Media 317

Harness Wealth

MARCH 27, 2025

As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed. What are the tax implications of secondary transactions? What are the tax challenges in secondary transactions? What tax strategies optimize secondary investments?

Taxes 52

Taxes Tax Planning Assets Compliance 52

Abnormal Returns

DECEMBER 19, 2023

on.ft.com) Corporate finance Stock-based compensation makes a big difference for company valuations. indexologyblog.com) Inflation makes tax efficiency all the more important. (advisorperspectives.com) A history of quant investing and the state of the factor zoo. papers.ssrn.com) Research What would it take to see a repeat of U.S.

Investments 289

Investments Investing Valuation Retail 289

Wealth Management

JANUARY 24, 2023

The divination of discounts for lack of marketability.

Valuation 130

Valuation Taxes Marketing Marketing 130

The Big Picture

APRIL 7, 2023

My end-of-week, market’s-closed-but-BLS-open Good Friday reads: • Here’s What Happens at the IRS After You File Your Taxes Refunds can come in five days—or a few months. His textbook “ Investment Valuation ” is the standard in the field. class nine times.

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Valuation Advertising Economy Food 298

Wealth Management

APRIL 20, 2023

How does the court weigh evidence on valuation discounts?

Taxes 162

Taxes Valuation 162

Abnormal Returns

MAY 8, 2023

(financial-planning.com) The biz What variables matter when it comes to RIA valuation. thinkadvisor.com) The latest in advisortech news from April including the SEC's scrutiny of tax-loss harvesting systems. sciencedaily.com) How tax-adjusting a portfolio works in practice.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Darrow Wealth Management

JANUARY 16, 2025

A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets. This increases the tax basis, which determines capital gains or losses when the asset is sold.

Assets 98

Assets Estate Planning Taxes Wealth Management 98

Nerd's Eye View

APRIL 3, 2024

Notably, the work-from-home movement has resulted in a dramatic drop in office valuations that could lead to a whole host of issues, including lending constraints in the banking sector, which is already sitting on a mountain of unrealized losses on Treasuries and mortgages.

Economics 244

Economics Marketing Marketing Valuation 244

Harness Wealth

FEBRUARY 4, 2025

However, unlike stocks and bonds, alternative investments, or alts as theyre commonly known, have unique tax treatments and complex reporting requirements that investors should carefully consider before investing. Well also go into some potential strategies to optimize tax efficiency. How Are Alternative Investments Taxed?

Taxes 52

Taxes Investments Investing Startup 52

Abnormal Returns

MARCH 17, 2024

Markets Market valuations aren't that helpful in the short term. axios.com) Everybody wants simpler taxes, but it never happens. tker.co) The U.S. yield curve has been inverted for a record amount of time. ft.com) Strategy Why you can ignore all the magazine cover commentary. axios.com) Private equity return dispersion is a problem.

Financial Advising 288

Financial Advising Commission Valuation Consulting 288

Abnormal Returns

JULY 25, 2023

papers.ssrn.com) Research It makes total sense that equity market valuations are higher today than in the past. morningstar.com) How much are lower interest and tax expenses account for faster earnings growth? (papers.ssrn.com) How disappointment drives a lot of fund outflows. mailchi.mp) Just how predictable are momentum crashes?

Startup 246

Startup Valuation Accounting Taxes 246

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

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 92

Taxes Tax Planning Startup Valuation 92

Nerd's Eye View

NOVEMBER 4, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). ” to pass by the end of the year, while passage of other proposed tax measures appears to be less likely.

Financial Planner 240

Financial Planner Financial Advisor Retirement Planning Medical 240

Nerd's Eye View

MAY 12, 2023

Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)

Financial Planner 246

Financial Planner Clients Tax Planning Food 246

Abnormal Returns

JULY 19, 2022

ft.com) Venture Tomasz Tunguz, "The bid/ask spread in VC is the difference between the post-money valuation between a VC (the bidder) & a company (seller)." abnormalreturns.com) Adviser links: estate tax intricacies. (finance.yahoo.com) Fund managers are starting to end money market mutual fund fee waivers.

Financial Advising 245

Financial Advising Valuation Media Economy 245

The Big Picture

OCTOBER 30, 2024

Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade. We’re talking single digit P/E ratios, which is a, a gap that has widened over the past decade, but in particularly the last three to four years, with some of the largest valuation spreads we’ve seen.

Investments 147

Investments Investing Valuation Numbers 147

Nerd's Eye View

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

Abnormal Returns

AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. wsj.com) Starting next year, most US taxpayers will be able to file their taxes completely paperless with the IRS. angellist.com) The tidal wave of down rounds is here.

Financial Advising 246

Financial Advising Startup Economics Valuation 246

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.  For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

Valuation 52

Valuation Wealth Advisor CFP Consulting 52

The Big Picture

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” This demographic cohort is simply not a seller due to retirement – the tax expenses would be too great.

Distribution 325

Distribution Retirement Retirement Planning Taxes 325

Darrow Wealth Management

MAY 6, 2024

Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. A real estate tax lien can delay closing. File and pay taxes You may need to file an individual tax return for your parent which follows regular deadlines. Gather tax documents and consult a CPA for help.

Estate Planning 100

Estate Planning Distribution Accounting Valuation 100

Alpha Architect

FEBRUARY 3, 2023

In their 1961 paper, “Dividend Policy, Growth, and the Valuation of Shares,” Merton Miller and Franco Modigliani famously established that dividend policy should be irrelevant to stock returns.

Valuation 121

Valuation Taxes 121

Zoe Financial

MARCH 3, 2025

despite beating earnings expectations, showing high valuation pressure. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Nvidia: Fell 8.5%

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

JUNE 16, 2023

If that’s the case with your organization, you could be missing out on the benefits of a business valuation, which can provide a comprehensive understanding of your company’s financial standing and overall health. What Is a Business Valuation? A business valuation is far harder to conduct during a crisis.

Valuation 52

Valuation Business Planning Planning Consulting 52

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. axios.com) Funds Tax efficiency is the secret sauce of ETFs. (nytimes.com) AI requires a lot of semiconductors. ft.com) Why where investors mark the portfolios can be all over the place. pragcap.com) Fidelity is hiring!

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Food for Thought… “Keep some room in your heart for the unimaginable.” – Mary Oliver Tax Tip… Did You Know That You Have the Right to Challenge the IRS? This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional.

Marketing 52

Marketing Marketing Taxes Economics 52

Darrow Wealth Management

NOVEMBER 14, 2024

Tax implications of exercising and selling stock options If you have stock options as a large part of your income, taxes are especially important. How stock options are taxed depends on the type of options you have and your sale and exercise strategy. However, that doesn’t mean you won’t need to pay taxes!

Taxes 52

Taxes Sales Wealth Management Planning 52

Cornerstone Financial Advisory

DECEMBER 16, 2024

.” – Alfred, Lord Tennyson Tax Tip… Have You Created Your IRS Online Account? This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional. The information in this material is not intended as tax or legal advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 23, 2024

.” – Anas Nin Tax Tip… What is the Lifetime Learning Credit? The Lifetime Learning Credit (LLC) is a tax credit for qualified tuition and related expenses. The credit is worth up to $2,000 per tax return. This information is not a substitute for individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52