Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B A trust merger is a tool that can simplify administration, reduce costs, remedy drafting issues and address changed circumstances or tax laws. Chad Baker , Founding Member , Baker Law, Ltd.

Fiduciary Duty 147

Fiduciary Duty Estate Planning Wealth Management Planning 147

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B See more from Jay E. Whats the Status of Jeffrey Epsteins Estate?

Estate Planning 147

Estate Planning Planning Wealth Management CFP 147

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B The family office, an investment company that’s controlled by family members and manages assets owned by related family members, has become commonplace over the past 20 years, with industry growth accelerating.

Estate Planning 147

Estate Planning Wealth Management Planning Clients 147

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B The focus has been purely on managing an author’s assets, that is, what the author owns at the time of the artist’s death. Artists and authors don’t create fo. Whats the Status of Jeffrey Epsteins Estate?

Estate Planning 230

Estate Planning Planning Wealth Management Clients 230

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Whats the Status of Jeffrey Epsteins Estate?

Estate Planning 217

Estate Planning Wealth Management Planning Business Planning 217

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Related: Artificial Intelligence in Asset and Wealth Management Families increasingly report difficulty finding support. 10 Over 550 nursing homes have closed since 2015.

Estate Planning 147

Estate Planning Wealth Management Planning Clients 147

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Whats the Status of Jeffrey Epsteins Estate?

Estate Planning 147

Estate Planning Wealth Management Planning Business Planning 147

The Big Picture

NOVEMBER 20, 2023

Previously : Tax Alpha (April 14, 2022) Accessing Losses via Direct Indexing (April 14, 2021) The Cutting Edge (September 30, 2021) USA Is Smashing Its Clean Energy Targets (October 17, 2017) Sources : Wall Street’s ESG Craze Is Fading By Shane Shifflett WSJ, Nov. This is true whether you are pro-life or pro-environment. Oct 31, 2023) 4.

Taxes 193

Taxes Portfolio Investments Investing 193

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

Back in 2004, there were very few bloggers, it was a new thing. My blog was the Forbes blog of the year for 2004 in less than three full months of blogging which should tell you how thin it was back then. The performance did well but we failed miserably at raising assets. I mentioned Seeking Alpha above.

Numbers 81

Numbers Taxes Investments Investing 81

Trade Brains

APRIL 12, 2023

The asset quality ratios demonstrated an improving trend with GNPA at 3.46% and NNPA at 1.73% respectively. Equitas SFB posted a profit after tax of Rs 170 crore in Q3FY23 taking it’s trailing twelve months (TTM) net profit to Rs 503 crore against Rs 281 crore in FY22. and a price-to-earnings ratio of 8. .) 6,000 EPS ₹0.6

Banking 97

Banking Retail Communication Assets 97

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

Nonprofit 89

Nonprofit Distribution Government Taxes 89

Trade Brains

FEBRUARY 14, 2023

The asset management company charges a fee in the form of an expense ratio to compensate them. To make this list, we have considered parameters like expense ratio, assets under management (AUM), trailing returns, the fund manager’s credentials, and so on. It has been in existence since August 16, 2004. 1-yr return 2.5

Healthcare 59

Healthcare Retirement Banking Investments 59

Trade Brains

JUNE 2, 2023

And private banks provide personal services to manage financial assets with a holistic approach and offer a personalized solution for investments. The Private banking sector assets were $925.05 Gross Non-performing asset (GNPA): It is the total value of all unpaid loans that are classified as non-performing loans.

Banking 52

Banking Financial Services Retail Assets 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Mr. Money Mustache

JANUARY 29, 2021

The problem: I didn’t have anywhere near $400,000 sitting in my checking account, and I did not want to sell a bunch of shares and trigger capital gains taxes (which in my case would be at least $60,000), just for this short term project. This avoids triggering unnecessary capital gains taxes. No delays, and no taxes.

Accounting 53

Accounting Taxes Investments Investing 53

Trade Brains

MARCH 31, 2023

crores for the sword of Tipu Sultan at an auction in London in the year 2004. The airlines in India were hit harder due to the taxes and levies imposed by the government. Kingfisher had created three new departments in the airline to avoid paying capital gains tax. This included a bid that he won at 1.7 5665 crores.

Banking 52

Banking Transportation Taxes Ethics 52

The Big Picture

NOVEMBER 21, 2023

He said, I overpaid for the asset. If you start with a thousand and you only have an addition of $750 a year, okay, families can contribute to that, your 00:44:48 [Speaker Changed] Corporate tax free. You take it out tax free as well. It’s hard to know which assets are going to have durable value. Completely.

Investments 246

Investments Investing Startup Accounting 246

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. SETHI: Yes. You could do it.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

APRIL 4, 2024

The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities. And they kept it there all the way to 2004, and the joke was in 2003 and 2004 was an emergency rate when there was no clear emergency. So they cut rates to zero to force that money. Can you beat the course?

Portfolio 159

Portfolio Management Assets Economy 159

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. And actually, I was at the PPI, most people may not remember this, but in 2004, the PPI was a month and a half late. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? RITHOLTZ: You said, I know, I want to run assets.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. Ninetry-seven, 98 percent of Vanguard’s assets came after Jack Bogle stepped down as CEO. RITHOLTZ: … successful indexing, not attracting assets.

Assets 170

Assets Management Marketing Marketing 170

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. What led you to acquire the company in 2004? That was back in 1983.

Planning 159

Planning Clients Investments Investing 159

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Large Cap Stocks were the best performing asset class of all nine categories three times and finished second twice. Large Cap was the next asset class under these foreign blue chips. Large caps gained and both international stock asset classes lost ground. In the more recent decade not including 2023 (2003-2012), U.S.

Assets 59

Assets Investments Investing Marketing 59

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. You don’t have to pay any tax and just let the rest ride. And I mean, but it is endemic in the industry because the industry is incentivized to grow assets and hence admitting errors is not something that you want to do on tv. What is that?

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

Valuation 295

Valuation Education Numbers Government 295

The Big Picture

JUNE 14, 2023

New York Times ) • These millionaires want to tax the rich, and they’re lobbying working-class voters : The nonprofit Patriotic Millionaires has lobbied Congress to make changes for more than a decade. He cofounded Tikehau in 2004 with Antoine Flamarion, a colleague at Deutsche Bank, and runs the US division.

Nonprofit 276

Nonprofit Taxes Numbers Assets 276

The Big Picture

AUGUST 23, 2022

So, it’s 150 million voucher times $20 gives you a $3 billion of vouchers in circulation and this $3 billion of vouchers in circulation were exchangeable for 30 percent of the share capital of all Russian companies, which meant that the market cap of the entire country of Russia, every asset in the country, was $10 billion.

Government 320

Government Banking Numbers Investments 320

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. Why wouldn’t you, you can buy a fintech assets for 90, 90 cents off the dollar. So the VCs were like, we got to go after the assets under management. How do I go about protecting this giant pool of capital and how do I not get killed tax wise? LINDZON: They have their own tax problems.

Media 287

Media Investments Investing Valuation 287

The Better Letter

FEBRUARY 28, 2025

Friends was a television ratings juggernaut for ten seasons from 1994-2004. Its intergenerational time horizon (essentially “forever”) allows Yale to gain excess returns by using illiquid assets in ways those without that opportunity could not. Third, sensible investors create portfolios with concern for tax considerations.

Portfolio 65

Portfolio Asset Allocation Investments Investing 65