Communication Marketing Valuation 
Nerd's Eye View
JANUARY 31, 2025
Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)
Nerd's Eye View
MAY 16, 2023
What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.
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Financial Symmetry
FEBRUARY 20, 2025
stock market in its largest companies looked high compared to recent history. Today, some might say market concentration appears really high. of the index by market capitalization. The value side of the market, measured by the Russell 1000 Value Index, remains in stark contrast. market has, of course, more history.
Abnormal Returns
JULY 24, 2023
podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. content.schwab.com) Family offices Alternative managers, like Apollo ($APO), are focusing more on the family office market. marknewfield.substack.com) Why open communication is vital when it comes to inheritance dynamics.
Nerd's Eye View
MAY 10, 2024
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 (..)
Nerd's Eye View
OCTOBER 4, 2024
Also in industry news this week: A recent survey found that while 1/3 of advisory firms are currently using AI tools, another 1/3 are fearful of doing so, indicating that while some firms are eager to be early adopters of this technology, others are taking a wait-and-see approach, perhaps as regulation surrounding this technology evolves over time (..)
Validea
JUNE 9, 2025
Their dominance has fueled strong index-level returns – but also led to stretched valuation multiples across the broader market. Other valuation metrics tell a similar story: Price-to-Sales and Price-to-Book ratios for the index are elevated. 5% UAL United Airlines 7.7 4.2 – 0.0% 3% LEN Lennar Corp 7.9 1% CMCSA Comcast 8.5
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