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Thursday links: analysts and accountants

Abnormal Returns

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds.

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Business Valuation: What Is My Business Worth

Carson Wealth

If that’s the case with your organization, you could be missing out on the benefits of a business valuation, which can provide a comprehensive understanding of your company’s financial standing and overall health. What Is a Business Valuation? A business valuation is far harder to conduct during a crisis.

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MiB: Robert Koenigsberger, Gramercy Funds Management

The Big Picture

This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management.

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10 Tuesday AM Reads

The Big Picture

Wall Street Journal ) see also Take ‘Potential Winners’ With a Grain of Salt : Investment fads are nothing new, as the Salton Sea’s mid-century boom-turned-bust shows—a timeless lesson. Bloomberg ) • Meet the Return-to-Office Whisperers : A niche group of consultants is trying to get you back to the office. It’s not going too well. (

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Wednesday links: the power of incentives

Abnormal Returns

Strategy Every investment strategy has multiple 'points of failure.' axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. newsletter.abnormalreturns.com) Mixed media Junior consultants are sitting on the beach. vox.com) David Rubenstein on his Bitcoin regrets. auren.substack.com)

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What to Do When a Parent Dies and You’re the Executor

Darrow Wealth Management

Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. Consult your attorney to find out. Consult the attorney for guidance as needed. Gather tax documents and consult a CPA for help. The funeral home typically notifies the Social Security Administration.

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Optimism vs. Pessimism: Defining Your Investing Future

Validea

” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market. 19% if fully invested throughout the year). And yet a $100,000 investment in the S&P would be worth just shy of $700,000 today. It’s a pretty solid response.