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 Taxes Government 89

Random Roger's Retirement Planning

JUNE 3, 2023

If congress does nothing, then starting in 2034 incoming payroll taxes would cover 80% of retiree payouts implying a 20% cut. Cutting benefits and raising taxes are the two most talked about way to fix it. There's been talk of raising the cap on payroll taxes. More taxes on workers? FRA of 72? I don't know.

Retirement 52

Retirement Taxes Math Accounting 52

Trade Brains

APRIL 12, 2023

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. Furthermore, the TTM profit after tax after Q3FY23 was Rs 982 crore. The gross advances and total deposits stood at Rs 24,915 crore and Rs 23,393 crore respectively.

Banking 92

Banking Retail Communication Manufacturing 92

Random Roger's Retirement Planning

APRIL 23, 2023

The Atlantic had what I would describe as a very left leaning article about lowering the retirement age in the US while increasing payroll taxes to pay for it and to cover the expected shortfall in Social Security due to hit in 10-12 years. For the record, I am very centrist. Some conservative ideas appeal to me as do some liberal ideas.

Retirement 67

Retirement Planning Advertising Budgeting 67

Trade Brains

FEBRUARY 14, 2023

Top Mutual Funds For SIP #2 – IDFC Tax Advantage (ELSS) Direct Plan-Growth Fund Company IDFC Asset Management Company Ltd Size (AUM in Cr) 4,033 3-yr returns (CAGR) 22.56 of Stocks Held 48 IDFC Tax Advantage (ELSS) Fund is an equity-linked savings scheme from IDFC Mutual Fund. It has been in existence since August 16, 2004.

Healthcare 59

Healthcare Retirement Investing Investments 59

The Richer Geek

FEBRUARY 23, 2022

Russ began his professional career as an investment advisor in 2004 after graduating from Auburn University — a slight foray from 10-year-old Russ’ dream of becoming a professional baseball pitcher. I'm happy to have this week I have Joey Mure and Russ Morgan. They are founding partners of “Wealth without Wall Street”.

Estate Planning 52

Estate Planning Planning Taxes Investment Advisor 52

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 57

Portfolio Asset Allocation Accounting Management 57

Trade Brains

NOVEMBER 27, 2023

Company Overview Incorporated in 2004, Servotech Power Systems Ltd is a comprehensive manufacturer, procurer, and distributor of advanced solar products, medical devices, and energy-efficient lighting solutions. Year Revenue (in Crores) Profit after tax (in Crores) 2019 ₹ 88.5 ₹ 3 2020 ₹ 87.44 ₹ 0.81 Crores in FY23. 2021 ₹ 86.99 ₹ 0.92

Planning 72

Planning Medical Manufacturing Healthcare 72

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. In contrast, Emerging Markets over the 2003-2012 period provided investors with Doc Brown’s requisite 1.21 jigawatts of investing power (and volatility)! Sounds unstoppable, right?

Assets 59

Assets Investing Investments Marketing 59

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 55

Accounting Taxes Investing Investments 55

The Big Picture

AUGUST 23, 2022

And so, one by one by one, some oligarchs went to Putin after Khodorkovsky was convicted and sentenced to 10 years and they say to Putin, it’s the summer of 2004, Vladimir, what do we have to do so we don’t sit in the cage, and Putin says, real simple, 50 percent. It was the largest tax refund in the history of Russia.

Government 315

Government Banking Numbers Investing 315

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

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 289

Valuation Education Government Numbers 289

Trade Brains

JUNE 2, 2023

The bank engaged in capital market services, foreign currency and derivatives, cross-border commerce, correspondent banking services, and tax collection. In June 2004, the bank amalgamated with Ashok Leyland Financing, one of India’s leading leasing financing and hire purchase businesses.

Banking 52

Banking Financial Services Retail Assets 52

The Big Picture

OCTOBER 24, 2022

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. And you could look around and find Munis running a tax equivalent — NORTON: That’s right. RITHOLTZ: — of tax loss harvesting, which is just astonishing. RITHOLTZ: — in the fours or higher.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

MAY 31, 2017

stocks since the middle of 2004. However, when measuring valuation using EV/EBITDA (enterprise value divided by earnings before interest, taxes, depreciation and amortization), a metric that we consider to be more accurate and helpful, the divergence of Europe from the U.S. European stocks have traded at lower P/E ratios than U.S.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

stocks since the middle of 2004. However, when measuring valuation using EV/EBITDA (enterprise value divided by earnings before interest, taxes, depreciation and amortization), a metric that we consider to be more accurate and helpful, the divergence of Europe from the U.S. European stocks have traded at lower P/E ratios than U.S.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. BALCHUNAS: … a couple trillion stuck in there because of taxes. RITHOLTZ: Super tax-efficient …. So the question is if — if the mutual fund was introduced as a new product today, would that pass SEC muster versus the dominant ETF with its tax efficiency?

Assets 164

Assets Management Marketing Marketing 164

The Big Picture

NOVEMBER 21, 2023

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. So here’s the math, Barry. 00:44:49 [Speaker Changed] Correct? Completely. Your corporation can contribute to it.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

OCTOBER 17, 2023

[Barry Ritholtz] : 00:17:05 [Speaker Changed] The, the rule to be tax exempt in the US is you have to disperse 5% of the foundation. You don’t have to pay any tax and just let the rest ride. The, the decision to set up in Bermuda was the founder’s original decision based, not on tac everyone assumes tax.

Investing 130

Investing Investments Clients Management 130

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. 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. RITHOLTZ: Hey, you could get tax-free munis now. How’s my 10 grand doing? LINDZON: Yes. And So now flash forward to, you know, I’m a hedge fund guy.

Media 281

Media Investing Investments Valuation 281

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. SETHI: When I show people for example that if you take a mortgage, you might as well just add on 50 percent to that mortgage to account for taxes, interest, maintenance, opportunity costs they are shocked they can’t believe it. SETHI: Yes. RITHOLTZ: That’s really fascinating.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130