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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. We expect very limited disruption for our clients.

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Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. We expect very limited disruption for our clients.

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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

They focus largely on industries that have low environmental footprints, including technology and financial services companies. This helps us to spot companies that face ESG risks, such as labor-management tensions, excessive vulnerability to commodity prices or inappropriate incentives for executive compensation.

Food 52
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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

They focus largely on industries that have low environmental footprints, including technology and financial services companies. This helps us to spot companies that face ESG risks, such as labor-management tensions, excessive vulnerability to commodity prices or inappropriate incentives for executive compensation.

Food 52
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Should you cancel your CFP designation?

Sara Grillo

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy. Thanks for reading.

CFP 80
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Transcript: Aswath Damodaran

The Big Picture

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

Valuation 286