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Is the U.S. Stock Market Too Concentrated?

A Wealth of Common Sense

There are now six stocks in the S&P 500 with trillion-dollar valuations: Microsoft ($3.1 trillion) The numbers are getting so big it’s almost hard to comprehend. Bank of America noted in a research piece last week that Nvidia by itself is now worth more than the entire Chinese stock market. trillion) Apple ($2.9

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Adviser links: a fundamental misalignment

Abnormal Returns

financial-planning.com) The biz What variables matter when it comes to RIA valuation. citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. thomaskopelman.com) An increasing number of states are introducing auto-IRAs.

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Wednesday links: an awesome product

Abnormal Returns

amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. apolloacademy.com) How much longer can banks and office owners push out loan expirations?

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Weekend Reading For Financial Planners (May 13-14)

Nerd's Eye View

Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)

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What to Do When a Parent Dies and You’re the Executor

Darrow Wealth Management

But your parents may have kept them at home or in a bank security deposit box. Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. The estate account will need to get a separate Employer Identification Number (EIN). Who is the attorney who drafted the estate plan?

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What’s the ‘Real’ Value of a Financial Advisor’s Business?

Diamond Consultants

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

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Small Cap Value: Waiting for the Jumpstart

Validea

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. The chart below, also from our market valuation tool, compares small cap value to large cap growth stocks. Only 12.4%