Financial Symmetry

NOVEMBER 14, 2024

Current valuations have been a common basis for these pessimistic views. The difficulty of predicting the absolute level of … Continued The post What Today’s Valuations Are Telling Investors appeared first on Financial Symmetry, Inc. stocks over the next decade.

Valuation 64

Valuation Marketing Marketing 64

Nerd's Eye View

MARCH 6, 2024

The Shilller Cyclically Adjusted Price-to-Earnings (CAPE 10) Ratio is one example that takes into account current market valuations versus company earnings, generally predicting that the higher the valuation at the beginning of a period the lower the expected return for that period.

Valuation 246

Valuation Retirement Economics Financial Advisor 246

Wealth Management

JULY 17, 2024

Human Interest helps small businesses set up 401(k) services.

Startup 279

Startup Valuation Retirement 279

Wealth Management

JANUARY 21, 2025

Analyzing the underpinnings of the U.S. Supreme Courts decision.

Valuation 246

Valuation 246

Nerd's Eye View

DECEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Wealth Management

FEBRUARY 28, 2024

Fund managers in this red-hot asset class are often valuing their loans more generously than others do. Regulators are starting to worry.

Valuation 301

Valuation Assets Management 301

Wealth Management

APRIL 17, 2023

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

Valuation 264

Valuation Sales 264

Wealth Management

OCTOBER 8, 2024

Proceeds from minority raise will fund growth for Dynasty.

Valuation 288

Valuation Assets 288

Wealth Management

JANUARY 31, 2024

Shift in interest rates provides impetus to discounting promissory notes.

Valuation 278

Valuation 278

Wealth Management

MAY 21, 2024

A cornerstone in strategic planning to optimize clients’ financial legacies.

Strategic Planning 264

Strategic Planning Valuation Taxes Clients 264

Wealth Management

MAY 14, 2024

Private equity money continues to fund inorganic growth for its chosen firms, and with more buyers comes more competition, according to panelists at RIA Edge.

Valuation 264

Valuation 264

Wealth Management

MARCH 5, 2025

Tips for avoiding IRS scrutiny in an audit.

Valuation 250

Valuation 250

Wealth Management

SEPTEMBER 26, 2022

Demand for net lease retail is softening, which is forcing a pricing reset—albeit more slowly than buyers would like.

Retail 312

Retail Valuation 312

Wealth Management

JANUARY 30, 2024

Fundamental principles still apply regardless of structure.

Valuation 278

Valuation 278

Wealth Management

JUNE 28, 2024

Gurbir Grewal said he sees a range of potential risks in the $1.7 trillion private-lending industry.

Valuation 258

Valuation 258

Nerd's Eye View

FEBRUARY 11, 2025

David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr.

Planning 154

Planning Valuation Financial Advisor Sales 154

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

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.

Valuation 246

Valuation Economics Economy Marketing 246

Wealth Management

MARCH 15, 2024

Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a syndicated conservation easement.

Valuation 260

Valuation 260

Wealth Management

JANUARY 29, 2024

Doubling the number of auditors requires an adjustment in approach.

Valuation 278

Valuation Numbers 278

Wealth Management

JUNE 22, 2023

The “denominator effect” put institutions in a position where real estate allocations exceeded target levels, but observers expect that issue has begun to resolve itself as values of other investments have recovered.

Valuation 277

Valuation Investing Investments 277

Wealth Management

JUNE 12, 2023

After a surge of mergers and acquisitions in the real estate space in 2022, the pace of deals has slowed amid disruptions in property pricing.

Valuation 264

Valuation 264

Wealth Management

JANUARY 3, 2024

Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?

Insurance 299

Insurance Valuation 299

Abnormal Returns

OCTOBER 30, 2024

johnwallstreet.com) A closer look at rising NBA valuations. (macworld.com) Sports How Callaway's ($MODG) bet on TopGolf went wrong. on.ft.com) How MLB teams can hedge against player underperformance. huddleup.substack.com) An existential threat to pro sports: kids don't watch live sports. frontofficesports.com) Economy 2024 Q3 GDP ran at a 2.8%

Financial Advising 269

Financial Advising Valuation Media Economy 269

Nerd's Eye View

JANUARY 31, 2025

Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Taxes 245

Abnormal Returns

DECEMBER 3, 2024

techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. theverge.com) Fidelity marked up its valuation of X. (wsj.com) Meta ($META) is reportedly investing $10 billion in subsea cables. finance.yahoo.com) Elon Musk's Tesla ($TSLA) pay package was rejected, again.

Math 147

Math Valuation Startup Economy 147

Wealth Management

AUGUST 11, 2022

Buyers are beginning to ask for discounts and some deals fall through. But experts say the disturbance in the sector is based on “short-term uncertainty.”

Valuation 246

Valuation 246

Wealth Management

APRIL 12, 2024

As the economy stabilizes, financial advisors are recognizing the benefits of mergers and acquisitions.

Valuation 243

Valuation Financial Advisor Economy 243

Wealth Management

JANUARY 30, 2024

Developments from 1999 through 2019.

Valuation 278

Valuation Taxes 278

Wealth Management

MARCH 27, 2024

It may cause trouble down the line If your client is audited.

Valuation 250

Valuation Taxes Clients 250

Wealth Management

JANUARY 29, 2024

Larry Swedroe: Falling valuations mean that future expected returns are higher.

Assets 315

Assets Valuation 315

Abnormal Returns

FEBRUARY 11, 2024

(allstarcharts.com) A valuation analysis of the Magnificent Seven. barrons.com) Valuations matter, but using them in your investment process is a challenge. entrylevel.topdowncharts.com) A look at Magnificent Seven valuations. aswathdamodaran.blogspot.com) In the long run, fundamentals matter.

Valuation 283

Valuation Portfolio Investing Investments 283

Abnormal Returns

APRIL 30, 2024

rcmalternatives.com) What valuations miss. morganstanley.com) How much do valuations matter for multi-asset investing? (insights.finominal.com) Does machine learning improve on factor investing? alphaarchitect.com) Research Managed futures returns are lumpy. alphaarchitect.com) How does family leadership affect company returns?

Valuation 262

Valuation Media Portfolio Assets 262

Wealth Management

MARCH 12, 2024

Rising valuations and growing opportunities for media rights and sponsorships make professional sports teams an attractive bet. However, data on how these investments will work in the long term remains scarce.

Valuation 319

Valuation Media Investing Investments 319

Wealth Management

JUNE 18, 2024

billion valuation does not set a new benchmark for RIAs, but given the size, scope and buyer, it marks an inflection point for the industry overall, observers say. Fisher Investments’ $12.75

Investing 290

Investing Investments Valuation 290

Wealth Management

FEBRUARY 14, 2024

Valuations in the private real estate market are finally starting to reflect higher interest rates and tighter debt availability.

Valuation 298

Valuation Marketing Marketing 298

Wealth Management

MARCH 26, 2024

The survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone firms.

Wealth Management 269

Wealth Management Valuation Management 269