Cornerstone Financial Advisory

JANUARY 8, 2024

Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. Please consult your financial professional for additional information. These factors may result in greater share price volatility.

Marketing 96

Marketing Marketing Taxes Economics 96

Brown Advisory

AUGUST 1, 2019

In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

Planning 52

Planning Distribution Taxes Accounting 52

The Big Picture

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. What’s the valuation?

Management 130

Management Investing Investments Government 130

The Big Picture

FEBRUARY 13, 2023

I mean, 100 percent, and you know, when clients invest with you, or rating agencies or consultants evaluate your business, it’s all about what is your process? Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. RIEDER: A 100 percent.

Economy 144

Economy Numbers Portfolio Marketing 144

The Big Picture

MARCH 12, 2024

I got to spend a lot of time in DC consulting on the response to the financial crisis and trying to sort out sort of what was really going on. We were consulted on the recapitalization of Freddie Mac and Fannie Mae. So with that core competency, that’s the reason we’re in the single family rental business.

Banking 144

Banking Investing Investments Marketing 144

The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. The math never seems to work out. Hayes, the communications modem company was in Atlanta, Georgia. Sprint, another communications company was in Kansas City. Dell was in Austin.

Startup 167

Startup Investing Investments Numbers 167