article thumbnail

Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

We are very familiar with the Schwab platform, as about half of our assets are already there. We encourage them also to download their mobile app. We expect very limited disruption for our clients. Clients that presently custody at TD Ameritrade will need to create a new login at Schwab after Labor Day.

article thumbnail

The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

We are very familiar with the Schwab platform, as about half of our assets are already there. We encourage them also to download their mobile app. We expect very limited disruption for our clients. Clients that presently custody at TD Ameritrade will need to create a new login at Schwab after Labor Day.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Aswath Damodaran

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. How important is it for a mature company to have a mature CEO to come in and maximize their assets? It certainly lagged the stock market and executive compensation. DAMODARAN: Right.

Valuation 289
article thumbnail

The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

Inflation could also lead to higher interest rates, which would impact the performance of many asset classes. Enhanced Limits on Deductions for Executive Compensation. ARPA expands the number of employees covered by the limitations on deductions for executive compensation above $1 million.

Clients 52
article thumbnail

The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

Download the Article. . Inflation could also lead to higher interest rates, which would impact the performance of many asset classes. Enhanced Limits on Deductions for Executive Compensation. ARPA expands the number of employees covered by the limitations on deductions for executive compensation above $1 million.

Clients 52