The Big Picture

FEBRUARY 7, 2024

Dividends come from earnings, and so those are sort of anchors to valuation. Jeremy Schwartz : And basically said that there’s huge Tech stocks, triple-digit PEs, you can never justify the valuations no matter what the growth rates are. Present value of future cash flows, any asset is present value of future cash flows.

Investing 296

Investing Investments Valuation Portfolio 296

Zajac Group

JULY 8, 2024

Regardless of the type, equity compensation is a way for companies to attract , motivate , and retain key employees: Attract : The appeal of a lucrative equity compensation package, offering the potential for significant wealth accumulation, can be a compelling factor in attracting key employees.

Taxes 52

Taxes Numbers Wealth Accumulation Planning 52

Brown Advisory

AUGUST 1, 2019

In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. This option, available before the 2017 tax overhaul, was helpful if, for example, the market declined substantially after a conversion.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. This option, available before the 2017 tax overhaul, was helpful if, for example, the market declined substantially after a conversion.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

DECEMBER 1, 2023

CHANGING MARKET CONDITIONS: This year, clients will have an opportunity to revisit existing plans that were developed during a long era of low interest rates, negligible inflation and lofty asset valuations.

Planning 52

Planning Strategic Planning Taxes Clients 52