The Irrelevant Investor

JUNE 8, 2021

million in taxes. Pro Publica is out with a new piece showing how many of the world's richest people, like Jeff Bezos, Elon Musk, and Carl Icahn, went years without paying any federal income taxes. In 2007, Bezos's net worth increased by $3.6 How much did he pay in federal income taxes? We need to simplify the tax code.

Taxes 52

Taxes Education Planning Investing 52

Darrow Wealth Management

OCTOBER 10, 2022

As an added bonus, Treasuries are exempt from state tax. Yields on Treasuries haven’t been this high since 2007 and it won’t continue forever. Though your portfolio is likely faring much worse year-to-date, since January 2007, the S&P 500 enjoyed an annualized total return of 8.2%, despite the major drop in 2022.

Accounting 75

Accounting Banking Certification Government 75

MainStreet Financial Planning

SEPTEMBER 16, 2022

While there are rules and stipulations for this one-time forgiveness, I will save that for another article, because I’d like to focus on another student loan forgiveness program that has been around since 2007 and receives so little attention, that most people often forget about it.

Education 97

Education Certification Government Planning 97

Random Roger's Retirement Planning

JANUARY 22, 2024

Back in 2006 and 2007 there were far fewer funds available to help offset large stock market declines. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 62

Portfolio Accounting Clients Portfolio Management 62

Random Roger's Retirement Planning

OCTOBER 19, 2023

I wrote about it a couple of times for TheStreet.com, most recently on May 22, 2007. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. A funny note about PSP. The title of that article was Buyout Bust? Steer Clear of Private Equity ETF.

Asset Allocation 55

Asset Allocation Portfolio Assets Taxes 55

Discipline Funds

FEBRUARY 17, 2023

It’s diverse, low fee and tax efficient. And the beauty is, you can do this in a highly tax and fee efficient manner if you have the patience to actually let the approach play out over time. It can be low fee, tax efficient and just as passive as other traditional indexing strategies.

Portfolio 52

Portfolio Taxes Assets Marketing 52

Cornerstone Financial Advisory

NOVEMBER 7, 2022

The yield on the two-year Treasury note rose to its highest level since 2007. Here are some things to know about ABLE accounts: This tax-advantaged savings account doesn’t affect their eligibility for government assistance programs. This information is not intended to be a substitute for specific individualized tax advice.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Yardley Wealth Management

SEPTEMBER 14, 2022

2017: The year-end Tax Cuts and Jobs Act (TCJA) upends U.S. 2007: The Great Recession and global financial crisis begins. 2017: The year-end Tax Cuts and Jobs Act (TCJA) upends U.S. 2007: The Great Recession and global financial crisis begins. presidential election looms large. 2018: Two U.S. 2013: A 16-day U.S.

Investing 52

Investing Investments Wealth Management Government 52

Trade Brains

APRIL 12, 2023

which started as a microfinance lender in 2007. 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. .) ₹7,800 EPS ₹4 Stock P/E 16 RoCE 7.2%

Banking 97

Banking Retail Communication Manufacturing 97

Random Roger's Retirement Planning

DECEMBER 3, 2023

It's total return CAGR going back to 2007 was +5.29% and price-only was -3.50%. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. It currently yields 10.55%. The last five years though tell a much different story.

Portfolio 64

Portfolio Accounting Numbers Management 64

MazumaBusinessAccounting

OCTOBER 15, 2021

When the financial crisis hit in 2007, Claudia McKinney had no way of knowing it would mark the start of her new career. “It came to a point where tax season would roll around and I would start having PTSD,” she says. One of those solutions for Claudia was Mazuma , which helped take care of her bookkeeping and taxes.

Taxes 98

Taxes Accounting Media Economics 98

Trade Brains

MAY 16, 2023

The same gets reflected in the revenue share of the enterprise with tobacco products contributing to a majority of 36% of the gross revenue and 81% of the total profit before interest and taxes. Novelis, a US aluminium company is a key subsidiary of Hindalco which it acquired in 2007. CMP ₹431 Market Cap (Cr.) Promoter Holding 34.6%

Distribution 98

Distribution Banking Retail Manufacturing 98

Investing Caffeine

MAY 2, 2022

No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. Please read disclosure language on IC Contact page.

Electronics 59

Electronics Economy CFP Government 59

Random Roger's Retirement Planning

NOVEMBER 24, 2023

Sidebar, saying "no" to their offer of partnership in what I think was 2007 was one of the best decisions I ever made. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Clients 53

Clients Retirement Taxes Accounting 53

The Irrelevant Investor

MARCH 5, 2018

Today in March 2013, after 1,974 days and a 54% drawdown, the Dow Jones Industrial Average recaptured all-time highs that were last seen in October 2007. The Dow was at 14,000, the CAPE ratio was under 18, unemployment was 7.5%, and the ten-year was yielding 1.9% s debt troubles."

Marketing 52

Marketing Marketing Taxes Economy 52

Darrow Wealth Management

MAY 22, 2023

The federal funds rate hasn’t been this high since 2007 when it peaked at 5.25%. Cash isn’t an investment strategy For individuals with upcoming cash needs, perhaps for a renovation, taxes, or college, staying liquid in a high yield money market or locking in returns with a Treasury ladder can make a lot of sense.

Investing 90

Investing Investments Accounting Wealth Management 90

Nationwide Financial

JUNE 5, 2023

And of those expecting a recession, the majority believe it will be as bad or worse than the Great Recession of 2007-2009. Though inflation remains the most significant perceived risk for business owners, more than two-thirds expect a recession before the end of 2023. It’s important to remember that most recessions in the U.S.

Economics 52

Economics Risk Management Clients Financial Services 52

Trade Brains

SEPTEMBER 18, 2023

It is amongst the top 10 retailers of ethnic apparel, particularly sarees, in south India in terms of revenues and profit after tax in Fiscal 2020, 2021 and 2022. Organized retailing share of Apparel has increased from 14% in Fiscal 2007 to 39% in Fiscal 2022.

Retail 59

Retail Wealth Management Economy Sales 59

Nationwide Financial

SEPTEMBER 27, 2022

Tightening global financial conditions is pressuring bond yields, with the 2-year Treasury yield at the highest level since 2007 and the yield curve at the most inverted level since 2000. What to Watch. Volatility will likely remain elevated this week as institutions position around the quarter end.

Marketing 52

Marketing Marketing Retail Economics 52

The Irrelevant Investor

APRIL 12, 2018

The article shows in the chart below that one in five borrowers are spending more than 45% of their pre-tax income on borrowing. The credit score at the 10th percentile is 645, up from a low of 576 in 2007. I'm a little dubious of this chart. Subprime mortgages fell off a cliff and have remained low since the housing bubble burst.

Banking 52

Banking Taxes Numbers 52

Fortune Financial

APRIL 22, 2023

I will not get into the technical reasons why EVs require a common lead-acid 12V battery (if interested you can read about that here ), but it is worth noting that EVs should expect to put more wear on their starting batteries than gasoline cars do given the more taxing load put on them to start the vehicle.

Retail 52

Retail Sales Financial Advisor Economics 52

Trade Brains

SEPTEMBER 21, 2023

It reported a healthy Profit after Tax of Rs. PowerGrid was listed in 2007, with GOI currently holding a 51.34% stake in the Company. Its Hotel segment is being de-merged from the holding Company contributes to just about ~3.5% of FY23’s revenue This Blue Chip FMCG Company reported FY23 revenues of Rs. growing by ~17% from Rs.

Budgeting 59

Budgeting Electronics Healthcare Consulting 59

Brown Advisory

SEPTEMBER 21, 2022

The idea has since been refined more quantitatively, first by Benoit Mandelbrot in his 1982 book, The Fractal Geometry, and more recently by Nassim Nicolas Taleb in his 2007 book, The Black Swan: The Impact of the Highly Improbable, and then again in his 2012 book, Antifragile: Things That Gain from Disorder.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. 00:21:26 [Speaker Changed] In isolation quality on average gives you downside protection, certainly did in 2007, eight for example. ETFs really seem to be much more efficient from a tax perspective. Really fascinating guy.

Valuation 130

Valuation Investing Investments Assets 130

The Better Letter

APRIL 6, 2023

percentage points, a low not seen since October 2007. . “As I think about the nature of retirement planning, it is highly left-hemisphere focused. “But let’s face reality. The equity risk premium – the gap between the S&P 500’s earnings yield and that of 10-year U.S. Treasury notes – sits around 1.59

Retirement Planning 101

Retirement Planning Retirement Planning Nonprofit 101

The Big Picture

SEPTEMBER 29, 2022

to 6% yield or better (according to Bankrate’s Tax Equivalent Yield Calculator ). Despite what you may have heard, the Fed isn’t the only factor driving equity markets. High-Grade Corporates are yielding over 4% (more if you go lower in quality (ill-advised) See the Moody’s Seasoned Aaa Corporate Bond Yield (AAA).

Economy 307

Economy Taxes Management Marketing 307

The Big Picture

JULY 12, 2023

They also offer a suite of premium analytic mapping tools that cover: Over/Under Valued %, Value/Income Ratio, House Payment as % of Median Income, % Crash from 2007-2012, Shadow Inventory %, Cap Rate, Buy vs Rent Calculator %, Rent as a % of Income.

Sales 245

Sales Taxes Economy Marketing 245

Brown Advisory

SEPTEMBER 19, 2023

The idea has since been refined more quantitatively, first by Benoit Mandelbrot in his 1982 book, The Fractal Geometry, and more recently by Nassim Nicolas Taleb in his 2007 book, The Black Swan: The Impact of the Highly Improbable, and then again in his 2012 book, Antifragile: Things That Gain from Disorder. 3 1 article in The New Republic.

Portfolio 52

Portfolio Investing Investments Financial Services 52

Brown Advisory

SEPTEMBER 19, 2023

The idea has since been refined more quantitatively, first by Benoit Mandelbrot in his 1982 book, The Fractal Geometry, and more recently by Nassim Nicolas Taleb in his 2007 book, The Black Swan: The Impact of the Highly Improbable, and then again in his 2012 book, Antifragile: Things That Gain from Disorder. 3 1 article in The New Republic.

Portfolio 52

Portfolio Investing Investments Financial Services 52

Walkner Condon Financial Advisors

MARCH 16, 2023

This caused a fear over the weekend that we might see a repeat of 2007-2009. This explainer will lay out what happened, what the response was and why this is not like 2007-2009. Is this like 2007-2009? What happened at Silicon Valley Bank (and the other banks that failed): An old-fashioned bank run! In our view, no.

Banking 98

Banking Insurance Assets Startup 98

Brown Advisory

SEPTEMBER 21, 2022

The idea has since been refined more quantitatively, first by Benoit Mandelbrot in his 1982 book, The Fractal Geometry, and more recently by Nassim Nicolas Taleb in his 2007 book, The Black Swan: The Impact of the Highly Improbable, and then again in his 2012 book, Antifragile: Things That Gain from Disorder.

Portfolio 52

Portfolio Manufacturing Investing Investments 52

Brown Advisory

SEPTEMBER 21, 2022

The idea has since been refined more quantitatively, first by Benoit Mandelbrot in his 1982 book, The Fractal Geometry, and more recently by Nassim Nicolas Taleb in his 2007 book, The Black Swan: The Impact of the Highly Improbable, and then again in his 2012 book, Antifragile: Things That Gain from Disorder.

Portfolio 52

Portfolio Manufacturing Investing Investments 52

The Big Picture

JULY 11, 2023

I could do my own taxes. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes. We love the product and our clients have found it to be tremendously useful in terms of managing and offsetting capital gain taxes. We actually acquired in 2007 a local asset management. JOHNSON: Exactly.

Management 217

Management Investing Investments Assets 217

Brown Advisory

MARCH 30, 2020

Liquidity in Public Markets: A Decade of Decline Equity trading volume has declined markedly since the financial crisis (top chart); meanwhile, dealer trading volume relative to the size of the corporate bond universe has fallen from 60% in 2007 to less than 10% today (bottom chart). investment-grade tax-exempt bond market.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Equity trading volume has declined markedly since the financial crisis (top chart); meanwhile, dealer trading volume relative to the size of the corporate bond universe has fallen from 60% in 2007 to less than 10% today (bottom chart). investment-grade tax-exempt bond market. Source: BLOOMBERG. . ILLIQUIDITY IMPACTS. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. You know, it was all this like structuring and like tax and legal and accounting stuff. Matt Levine : 00:03:44 You know, I did.

Retail 130

Retail Banking Math Management 130

Brown Advisory

JUNE 12, 2017

In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3% Since May 2007, Buffett estimated Berkshire had compounded its intrinsic value at roughly 10%, but he thought 10% would be difficult to achieve in the next decade if interest rates stay as low as they are currently.

Investing 52

Investing Investments Ethics Taxes 52