Nerd's Eye View

JUNE 27, 2023

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, (..)

Financial Advisor 201

Financial Advisor Clients Valuation Communication 201

Validea

MARCH 27, 2025

Valideas Strategy of the Week series highlights time-tested investment strategies based on the insights of legendary investors. Lynch was also a gifted communicator. In his best-selling book, One Up on Wall Street , he broke down the art of investing into plain-English wisdom. The hallmark of this strategy.

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Investing Investments Banking Portfolio 80

Validea

JUNE 6, 2025

Warren Buffett is known for his long-term, fundamentals-first investing approach. Its valuation remains compelling. Charter Communications (CHTR) 12M Relative Strength: 84 P/E Ratio: 10.9 Top Warren Buffett Scoring Stocks See the stocks that meet the investing criteria of Buffett. Dividend Yield: 1.3%

Portfolio 52

Portfolio Financial Services Valuation Communication 52

Validea

FEBRUARY 12, 2025

Using a sophisticated screening methodology that synthesizes 22 distinct investment approaches, Validea has identified ten companies within the S&P 500 that exhibit compelling fundamental characteristics. VZ VERIZON COMMUNICATIONS INC $40.49 $170,463 9.8 RJF RAYMOND JAMES FINANCIAL INC $162.95 $33,390 15.9 6.6% -2.3%

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Valuation Communication Media Sales 52

Validea

MAY 13, 2025

When it comes to long-term stock investing, two time-tested ideas often stand out: follow the fundamentals and follow the insiders. These models evaluate stocks using deep fundamental criteria – return on equity, earnings growth, debt levels, valuation multiples, and more. CHTR Charter Communications Inc 3 / 2 35.6%

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Engineering Valuation Communication Retail 52

Mish Talk

DECEMBER 12, 2022

The three largest holdings in the fund—which is known by its ticker symbol ARKK—are Zoom Video Communications Inc., Chief Futurist On September 7, 2022, Cathie Wood’s Ark Investment Management named its first “ chief futurist ", Brett Winton. ZM, Tesla Inc., and Exact Sciences Corp., companies Ms. 1 Million for Bitcoin by 2030?

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Valuation Communication Marketing Marketing 157

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

Valuation 52

Valuation Banking Portfolio Communication 52

Darrow Wealth Management

APRIL 23, 2025

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. Ensure your employer has a copy of the election also. Here are some things to consider.

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Taxes Startup Compensation Planning Sales 63

Darrow Wealth Management

JULY 30, 2024

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase. There’s a risk of over-paying tax if the valuation doesn’t go up or if the company isn’t successful.

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Taxes Tax Planning Startup Valuation 104

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. WDAY), Zoom Video Communications, Inc. (ZM) Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Individuals cannot directly invest in unmanaged indexes.

Marketing 105

Marketing Marketing Economics Taxes 105

Brown Advisory

FEBRUARY 5, 2021

Technology rules the way we communicate, connect, consume and collaborate. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. MORE ON THIS TOPIC Podcast - Citizens of Cyberspace: Who is in charge?

Investing 52

Investing Investments Clients Valuation 52

Brown Advisory

FEBRUARY 5, 2021

Investment Insights: What you need to know about Technology in 2021. The team discussed how they think about investing in technology in the face of wildly increasing valuations and an ever-changing regulatory landscape, covering: The evolution of their thinking and investment process around the sector. MORE ON THIS TOPIC.

Investing 52

Investing Investments Clients Valuation 52

Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. The first job for Morgan Stanley was McCown De Leeuw.

Assets 162

Assets Investing Investments Valuation 162

Cornerstone Financial Advisory

OCTOBER 23, 2023

This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Individuals cannot directly invest in unmanaged indexes.

Marketing 105

Marketing Marketing Taxes Economics 105

Darrow Wealth Management

JULY 25, 2022

Particularly for employees of companies that IPO’d last year, valuations have fallen significantly. If the company was trading at an inflated price due to market conditions at the time, then it’s going to be much harder to justify that valuation when exuberance wanes. Single stocks vs the market. Disclosures.

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Marketing Marketing Valuation Risk Tolerance 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, September 25, 2023 5.

Marketing 104

Marketing Marketing Taxes Economics 104

Trade Brains

JULY 18, 2024

Airtel, Vodafone, Idea, Tata Docomo, MTS, Virgin Mobile, Aircel, Reliance Communications, and so on, and some prominent players in the telecom market while some charging a pack of 1GB internet for a month for Rs. These investments instill confidence and growth prospects in the company. The company has investments of Rs.

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Investing Investments Financial Services Retail 52

Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change ajackson Tue, 08/06/2019 - 08:46 "Time for a cool change; I know that it's time for a cool change." Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments.

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Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change. After more than 50 years of writing research reports and investment letters (including the last 20 with Brown Advisory), it’s time to pass the baton to a better qualified, more knowledgeable and—yes—younger colleague who can take Investment Perspectives forward. Tue, 08/06/2019 - 08:46.

Investing 52

Investing Investments Clients Portfolio Management 52

FMG

MAY 14, 2025

AND persuasive copy complements each CTA, clearly communicating the value of taking the next step. The homepage has a smart lead-capture tool a downloadable white paper focused on women and investing. The homepage leads with the CTA button to Get Your Business Valuation and the navigation bar includes a CTA to Get Your Growth Plan.

Financial Advisor 52

Financial Advisor Wealth Management Education Clients 52

Cornerstone Financial Advisory

OCTOBER 2, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

DECEMBER 18, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

ClearMoney

DECEMBER 14, 2021

Systematic, or factor-based, investing has become quite common in equities. The many parallels between Dimensional’s equity and fixed income approaches provide an opportunity to demystify systematic bond investing through the familiar lens of our approach in equities. The following is provided by Dimensional Fund Advisors.

Investing 52

Investing Investments Commission Distribution 52

Cornerstone Financial Advisory

OCTOBER 31, 2022

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Food 105

Cornerstone Financial Advisory

OCTOBER 9, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, October 17, 2023 7.

Marketing 105

Marketing Marketing Taxes Economics 105

Brown Advisory

MARCH 1, 2016

In October 2012, a $1 million investment was enough to buy 13% of Cyvera. Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. Investors in that round suffered meaningful paper losses on their investment. Elevated Exits.

Valuation 52

Valuation Investing Investments Clients 52

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. Investment Banker. Financial Analyst.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Cornerstone Financial Advisory

NOVEMBER 13, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 4, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105