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#FA Success Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand, With Joe Duran

Nerd's Eye View

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

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Intel SERPLUS Elections 2020: 4 Steps to Consider Given the Recent Company Uncertainty

Cordant Wealth Partners

409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. As a participant in your company’s deferred compensation plan, you’ve become an unsecured creditor of your company. This framework is specific to the Intel SERPLUS fund but can be generalized to any deferred compensation decision.

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Siemens Deferred Compensation Elections for Former Employees of Mentor Graphics: 4 Steps to Consider

Cordant Wealth Partners

Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. The Benefits of Deferred Compensation. The Risks of Deferred Compensation Plans. Tax Benefits.

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Transcript: Aswath Damodaran

The Big Picture

RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did.

Valuation 298
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This is Why We’re Angry

The Irrelevant Investor

More Benefits , Binyamin Applebaum writes: The average worker received 32 percent of total compensation in benefits including bonuses, paid leave and company contributions to insurance and retirement plans in the second quarter of 2018. Even including nonwage benefits, the growth of compensation is very slow by historical standards.