Remove Communication Remove Economics Remove Valuation
article thumbnail

Weekend Reading For Financial Planners (May 11-12)

Nerd's Eye View

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

article thumbnail

#FA Success Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall, With Eric Roberge

Nerd's Eye View

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Succeed At Succession Planning: A 4-Step Playbook For Firm Ownership Transition

Nerd's Eye View

Because there is no single 'right' price, structure, or financing mechanism for every firm, getting clear on G1's financial goals, G2's ability to finance the deal, and the value of the firm (perhaps with the assistance of an external valuation service) can help ensure that all parties are clear on what the succession will look like and whether it (..)

Planning 130
article thumbnail

Are You Keeping the Faith in Cathie Wood's ARK?

Mish Talk

The three largest holdings in the fund—which is known by its ticker symbol ARKK—are Zoom Video Communications Inc., ARK is predicting the valuation of Tesla will exceed the entire US real GDP by the early 2030s. 30 alone, they yanked $146 million, which was among the largest single-day outflows of the year. ZM, Tesla Inc.,

Valuation 157
article thumbnail

Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

Marketing 105
article thumbnail

83(b) Election for Stock Options and Restricted Stock

Darrow Wealth Management

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy most advantageous. Theres a big risk of over-paying tax if the valuation doesnt go up or if the company simply fails. Here are some things to consider. Company’s growth prospects. Your shares still need to vest.

Taxes 63
article thumbnail

Weekly Economic Insight – February 27, 2023

Cornerstone Financial Advisory

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.