Abnormal Returns

MARCH 28, 2024

hedgehogreview.com) Finance How infrastructure became a big, and growing, asset class. bloomberg.com) Defense Anduril leads a pack of startups looking to break into the defense industry. (esquire.com) The good life can't be spent entirely in building human capital. on.ft.com) How drone warfare is playing out in Ukraine.

Communication 232

Communication Startup Assets Planning 232

Harness Wealth

FEBRUARY 26, 2023

Many of the insights below are ones that are understood well by second or third-time founders or startup veterans, who learned about these specific tax provisions from experience and are ready to implement them when they start their subsequent ventures. In this type of stock option, no stock pricing is required.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

The Big Picture

JANUARY 12, 2024

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. She is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.

Startup 289

Startup Portfolio Management Valuation Assets 289

Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 194

Startup Wealth Management Clients Portfolio 194

Abnormal Returns

OCTOBER 10, 2023

msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. papers.ssrn.com) Why employees hired in the first year of a startup are so important. AI AI investment models can't explain how they do what they do. institutionalinvestor.com) How AI can be used to parse corporate risk disclosures.

Portfolio Management 253

Portfolio Management Startup Portfolio Management 253

Harness Wealth

FEBRUARY 7, 2023

If you’re a startup employee, chances are you earn stock options or grants as part of your compensation package. Startups typically follow a three to four year vesting schedule, with shares gradually being distributed monthly after one full year on the job (that one-year mark is known as the cliff).

Startup 52

Startup Taxes Tax Planning Commission 52

Harness Wealth

FEBRUARY 27, 2023

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 143

Assets Management Portfolio Investing 143

Abnormal Returns

FEBRUARY 2, 2024

youtube.com) Jim O'Shaughnessy talks immigration with Lisa Wehden and Minn Kim of startup Plymouth Street. bloomberg.com) Jack Forehand and Justin Carbonneau talk with Andrew Chen and Alejandro Lopez-Lira about asset pricing theory. infiniteloopspodcast.com) Matt Reustle talks with David Samra about the transformation of Samsung.

Startup 249

Startup Portfolio Assets Investing 249

Abnormal Returns

SEPTEMBER 25, 2023

(etf.com) Higher yields are going to be a headwind for risky asset classes. citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. mrzepczynski.blogspot.com) Finance Zero-day options make up 50% of the S&P 500 options volume. ft.com) Betterment is closing two of its crypto strategies.

Financial Advising 243

Financial Advising Startup Economy Media 243

Harness Wealth

JANUARY 24, 2023

QSBS recognition for startup founders If you’re a startup founder, one of the most important tax considerations for you will be Qualified Small Business Stock (“QSBS”) Recognition. Estate tax should not be mistaken for inheritance tax, which is applied to the person who inherits the asset of the estate. million or more.

Startup 52

Startup Tax Planning Taxes Planning 52

Abnormal Returns

DECEMBER 18, 2023

wsj.com) Why we should give Ukraine frozen Russian assets now. moneywithkatie.com) Some lessons learned from winding up a startup. (axios.com) Global Russian propaganda has found a welcome home on TikTok. bbc.com) How young Chinese are dealing with a lethargic economy. ovsecondopinion.substack.com)

Financial Advising 230

Financial Advising Startup Media Government 230

Abnormal Returns

JULY 25, 2023

sparklinecapital.com) Why asset managers need their own AI sandboxes. institutionalinvestor.com) Mutual funds Do mutual funds overvalue their stakes in startups? AI How to identify those companies that will benefit from AI adoption. institutionalinvestor.com) Analysts How the work environment affects sell-side analyst performance.

Startup 214

Startup Valuation Taxes Accounting 214

Abnormal Returns

MARCH 14, 2023

portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. axios.com) Venture capital There's no way other banks will be as startup-friendly as SVB. cnbc.com) VCs are beating the bushes to invest in AI startups. Strategy What investing lessons can we cull from the downfall of SVB? growth over the past year.

Startup 198

Startup Financial Guidance Financial Advising Media 198

Abnormal Returns

SEPTEMBER 2, 2022

Strategy Investors can now get non-zero yields on risk-free assets. nytimes.com) Startups The co-founder relationship is like a marriage. protocol.com) A changing climate underlies growing interest in weather startups. awealthofcommonsense.com) Investing lessons learned from Julian Robertson. smartphone market.

Startup 206

Startup Financial Advising Media Economy 206

Abnormal Returns

APRIL 7, 2023

behaviouralinvestment.com) Money market mutual fund assets are surging. caia.org) Startups have shifted to capital efficiency. ft.com) Why health care startups often use human names. Strategy What does ChatGPT know about investing? morningstar.com) Why fund managers don't want to talk about skill.

Startup 214

Startup Financial Advising Economy Media 214

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. variety.com) Streaming is so complicated that it needs a startup to help consumers navigate it. Strategy Ten things to know about building a diversified portfolio. etf.com) Don't let spot Bitcoin ETFs fool you about the nature of crypto.

Financial Advising 186

Financial Advising Startup Valuation Economy 186

Abnormal Returns

JANUARY 26, 2023

wsj.com) Startups Stripe is set to go public in the next twelve months. wsj.com) Startups are pulling out all the stops to avoid down-rounds. investmentnews.com) Why ETFs continue to gobble up new asset classes. (cnbc.com) What it means when a company won't allow customers to call them.

Startup 203

Startup Financial Advising Investment Advisor Insurance 203

Abnormal Returns

JULY 6, 2023

nytimes.com) Venture capital AI startups continue to gain venture interest. economist.com) Fund management Avantis Investors is adding assets and launching new ETFs. ritholtz.com) 30-year mortgage rates are now well over 7.0% (cnbc.com) Global There is a boom in the number of space-related startups in India.

Economics 179

Economics Startup Financial Advising Media 179

A Wealth of Common Sense

MARCH 27, 2023

On today’s show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, CEO and CIO of DFD Partners to discuss fintech solutions for small businesses and asset managers.

Startup 62

Startup Assets Management 62

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. bloomberg.com) Why working for a startup probably isn't for you. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. etftrends.com) Economy Is the U.S.

Financial Advising 198

Financial Advising Startup Banking Manufacturing 198

Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? wsj.com) Investors are heading to secondary exchanges to buy shares in AI startups. morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. theverge.com) How the AI landscape is lining up.

Asset Allocation 192

Asset Allocation Financial Advising Startup Valuation 192

Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders ajackson Tue, 10/12/2021 - 08:00 The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. for seven years, and your basis is $1 million.

Startup 52

Startup Taxes Clients Planning 52

Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders. The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. For example, let’s say you’ve owned qualifying stock in Startup Co.

Startup 52

Startup Taxes Clients Planning 52

Abnormal Returns

OCTOBER 23, 2023

(genuineimpact.substack.com) Fund management How indexing has changed the world of asset management. ft.com) There is overcapacity in the traditional asset management industry. newsletter.abnormalreturns.com) Mixed media Startup Cameo is a poster child for the venture capital cycle over the past few years.

Financial Advising 180

Financial Advising Startup Banking Media 180

The Big Picture

JANUARY 19, 2024

 This week, we speak with Shomik Dutta , founder and managing partner at Overture , a venture capital firm focused on climate tech and sustainability startups. The digital investment advisor manages over $40 billion in assets for 800,000 clients. He is also co-founder and General Partner of Higher Ground Labs.

Startup 173

Startup Investment Advisor Investing Investments 173

Abnormal Returns

JANUARY 12, 2023

capitalallocators.com) Bitcoin is still trading like a high beta asset. slate.com) JP Morgan Chase JP Morgan Chase ($JPM) bought Frank, a student loan startup. cnbc.com) Startups Where Fidelity is marking down (and up) its startup investments. Strategy Why you likely won't identify the next financial fraud ahead of time.

Startup 130

Startup Financial Advising Insurance Media 130

Abnormal Returns

DECEMBER 3, 2023

(awealthofcommonsense.com) There are a lot of different asset allocations you can live with. ft.com) Do startups founded in recessions fare better? humbledollar.com) Technology No matter how you look at it, Intel ($INTC) is being battered on all sides. wsj.com) The inside story of Microsoft's ($MSFT) partnership with OpenAI.

Asset Allocation 211

Asset Allocation Financial Advising Startup Economy 211

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. feld.com) 2023 is going to be a year or reckoning for the startup space. wsj.com) Startups are going to experience a "new normal" valuation-wise. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio.

Startup 188

Startup Valuation Financial Advising Distribution 188

The Big Picture

NOVEMBER 11, 2023

 This week, we speak with Linda Gibson , who is CEO of PGIM ‘s Quantitative Solutions , a pioneer in quant investing managing $119 billion in assets. PGIM is one of the world’s largest asset managers, running $1.27 trillion in client assets. Openlist.com, (to Marchex) and Farecast (to MSFT).

Startup 154

Startup Assets Management Investing 154

Abnormal Returns

JUNE 21, 2023

axios.com) Fund management Global ETF assets under management are at a new record $10.32 axios.com) Unlike big tech, startups can offer remote work as a perk. (ft.com) Tiger Global wants to offload some of its private portfolio positions. pitchbook.com) The founders of Two Sigma Investments are at loggerheads. vox.com)

Financial Advising 205

Financial Advising Startup Portfolio Media 205

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning 210

Retirement Planning Compliance Startup Clients 210

Abnormal Returns

DECEMBER 5, 2022

(cnbc.com) Startup 401(k) provider Blooom has abruptly closed its doors. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. riabiz.com) Communication Having a public presence can be scary for advisers. wealthmanagement.com) Should you write your clients an annual letter?

Financial Planner 213

Financial Planner Estate Planning Startup Communication 213

The Big Picture

MAY 5, 2023

NPR ) • How Silicon Valley’s Troubles Are Reshaping Venture Capital : After unprecedented dominance of US startup funding in the 2010s, the region has lost some ground. The trend underscores the scale of the country’s affordable housing shortage and the ripple effects it has on the wider economy. ( But it’s still No.

Startup 359

Startup Wealth Management Assets Valuation 359

Nerd's Eye View

NOVEMBER 28, 2023

billion in assets under management for 1,377 client households. My guest on today's podcast is Peter Tiboris. Peter is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based in New York City, that oversees $2.4

Startup 183

Startup Financial Advisor Clients Management 183

Nerd's Eye View

NOVEMBER 23, 2022

Setting up and maintaining a solo 401(k) plan involves creating plan paperwork (including a written plan document and adoption agreement), keeping records of contributions and withdrawals, and for plans with more than $250,000 in assets, filing Form 5500-EZ annually with the IRS.

Planning 224

Planning Distribution Assets Retirement Planning 224

Nerd's Eye View

SEPTEMBER 4, 2023

This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)

Startup 228

Startup Financial Advisor Clients Financial Planning 228