Cornerstone Financial Advisory

NOVEMBER 20, 2023

Taxpayers are expected to report any income earned from hobbies, even if it’s not a licensed business. Whether your losses are due to circumstances beyond your control (or are normal in the startup phase of your type of business). Did you know there are some tax considerations when starting a new hobby?

Marketing 92

Marketing Marketing Taxes Economics 92

Steve Sanduski

JANUARY 20, 2023

” So if VC is a gamble on a promising startup, Michael says that Vista’s private equity model is more like buying a house. And ultimately, that allows you to grow and scale this business and sell it on a license model or on a subscription basis for somebody to keep using it.” It’s IP.

B2B 52

B2B Investing Investments Media 52

Trade Brains

JANUARY 24, 2024

It is the leading Registrar & Transfer Agency (RTA) to India’s Mutual Fund Industry, catering to ~69% of the Average Assets under Management (AUM) as of June 2023. Fintuple: It is a new-age startup that offers technology services such as digital client onboarding, eKYC, fund reports, and other digital solutions to AIF & PMS.

Insurance 59

Insurance Clients Engineering Management 59

The Big Picture

JANUARY 24, 2023

KKR was the biggest with $400 million of assets and eight people. And Forstmann Little was the second biggest with $200 million of assets, and four professionals and they hired me in as the fifth professional. RITHOLTZ: — and having the guy — the attendant asked me, do you have an even number or odd number license plate?

Investing 259

Investing Investments Numbers Banking 259

Trade Brains

MAY 25, 2023

An important point to know here is that all the brokers- Full service or discount brokers are licensed and regulated in India by regulating bodies like SEBI. — Coin Zerodha Coin is a platform that lets you buy mutual funds online directly from asset management companies. This platform is absolutely free since August 24, 2018.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

JANUARY 30, 2024

The pivot into digital asset management and Betterment was a little bit of a surprise, but a lot of the skills are very transferrable and she’s really done a, a, a substantial job at Betterment. We were, we licensed the content so it didn’t require an enormous investment, right? They’re now over $40 billion.

Media 143

Media Wealth Management Investing Investments 143

Clever Girl Finance

AUGUST 2, 2023

Most of these require a bit of startup capital, so your first step will be building up some savings through a saving game or budgeting. Learning how to start investing in assets that will make you more money is a great way to earn passive income. License some music Are you musically talented?

Accounting 62

Accounting Advertising Taxes License 62

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: (LAUGHTER) MILLER: But in reality, the buyers that zoomed out to the suburbs were largely from the rental market because they weren’t anchored to another asset. Housing itself, it’s just a slow moving asset. MILLER: Right, it’s like how to devalue an asset without even trying. The thinking was, no.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

APRIL 25, 2023

With us, the law firm is basically a customer of MarketCounsel for a lot of our startup work. For most of the clients that come to us for startup work, right? And so, you can decide that you want to sever your employment and then begin the startup work, but that’s not tenable — RITHOLTZ: Right. RITHOLTZ: Right?

Compliance 154

Compliance Wealth Management Clients Management 154

Good Financial Cents

AUGUST 18, 2023

Even though I had this “exclusive access” it took me awhile to start investing in alternative asset classes. They are entitled to this privileged access because they satisfy one or more requirements regarding income, net worth, asset size, governance status, or professional experience. Pros: Access to pre-IPO companies.

Investing 52

Investing Investments Startup Portfolio 52