Abnormal Returns

AUGUST 9, 2023

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. (bloomberg.com) In China, new EVs are now cheaper to buy than ICEs. washingtonpost.com) The earlier adopter era for EVs is over.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Wealth Management

FEBRUARY 26, 2025

Kreuter Associates and its Gladstone M&A, valuation and consulting divisions will now be the collective Gladstone Group. Recruitment shop D.A.

Recruitment 137

Recruitment Valuation Consulting 137

Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Furthermore, the Boston Consulting Group anticipates a bright future. Should you buy Trent despite having a high valuation? The post Should you buy Trent despite its high valuation?

Valuation 98

Valuation Retail Food Marketing 98

The Big Picture

MARCH 6, 2023

Venture-capital investments are plunging, along with valuations of prepublic companies. At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C. The Justice Department just can’t stop filing antitrust suits against Google. The initial public offering market is closed.

Retirement Planning 282

Retirement Planning Transportation Valuation Assets 282

Carson Wealth

OCTOBER 7, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC ®️, CExP , CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss the importance of an accurate valuation when considering a business exit.  For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

Valuation 52

Valuation CFP Wealth Advisor Consulting 52

The Big Picture

AUGUST 31, 2023

Nvidia is not the first giant tech company to trade at a rich valuation. The Guardian ) Be sure to check out our Masters in Business this week with Jonathan Miller, CEO of Miller Samuel , a real estate appraisal and consulting firm he co-founded in 1986. Now, for the first time, its cultural relevance is in question. (

Strategic Planning 246

Strategic Planning Economics Valuation Consulting 246

Wealth Management

JUNE 10, 2025

Louis Diamond , CEO, Diamond Consultants June 10, 2025 4 Min Read As summer approaches, it’s easy to drift into vacation mode. About the Author Louis Diamond CEO, Diamond Consultants Louis has guided many of the top teams in the industry as they’ve transitioned to other employee-model firms or launched RIA firms.

Wealth Management 137

Wealth Management Financial Advisor Management Recruitment 137

Discipline Funds

MAY 28, 2025

This means valuations could actually move even higher and owning capital is going to become increasingly important for financial well-being. Entrepreneurs and consultants who can leverage AI and help other people navigate the economy will become more valuable. The age of abundance is coming. Everything will become a technology firm.

Government 115

Government Financial Advisor Manufacturing Economy 115

The Big Picture

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” Can this one-two punch explain why it is so easy to get so much wrong in the capital markets so often ?

Distribution 325

Distribution Retirement Retirement Planning Taxes 325

Abnormal Returns

AUGUST 15, 2022

kitces.com) Daniel Crosby talks with Melina Palmer is founder and CEO of The Brainy Business, which provides behavioral economics consulting to businesses of all sizes from around the world. investmentnews.com) Advisers What is happening with RIA valuations? riabiz.com) DFA is a case study in being slow to recognize industry shifts.

Financial Planning 130

Financial Planning Valuation Consulting Retirement 130

Trade Brains

JUNE 18, 2025

in March 2025, while fintech valuation now exceeds Rs 12 trillion, reflecting robust digital adoption and strong sector resilience. Please consult your investment advisor before investing. trillion in 2005, a 50-fold rise. Bank credit growth stood at 12.1% With a market capitalization of Rs 1.07 appeared first on Trade Brains.

Banking 59

Banking Financial Services Valuation Investment Advisor 59

Trade Brains

JUNE 13, 2025

These may include profit booking at high valuations, raising capital for new ventures, meeting regulatory requirements, or addressing personal or business liquidity needs. Please consult your investment advisor before investing. Such transactions are closely monitored by investors, as they can indicate a range of underlying motives.

Manufacturing 76

Manufacturing Sales Distribution Investing 76

Zoe Financial

MARCH 3, 2025

despite beating earnings expectations, showing high valuation pressure. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Tech Selloff: The Magnificent Seven are now in correction territory after leading gains for two years.

Marketing 52

Marketing Marketing Economics Taxes 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. Its crucial to consult with a tax professional to understand the specific tax implications of an 83(b) election for your situation. Ensure your employer has a copy of the election also. Your shares still need to vest.

Taxes 63

Taxes Startup Compensation Planning Sales 63

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Darrow Wealth Management

JULY 30, 2024

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. Current valuation = $0.1 Your shares still need to vest.

Taxes 104

Taxes Tax Planning Startup Valuation 104

Trade Brains

JUNE 6, 2025

ITI Multicap Fund AUM : ₹950+ crore 1-Year Return : ~28% Expense Ratio : ~0.82% Why it stands out : A rising star in the multicap category, this fund focuses on fundamentally strong companies with good valuation metrics. But it’s always important to do extensive research or consult a financial advisor before investing.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

The Big Picture

JUNE 29, 2023

Bloomberg ) • AI’s Winners, Losers and Wannabes : An NVIDIA Valuation, with the AI Boost! She previously worked at Goldman Sachs and Boston Consulting Group, and holds degrees from the University of Pennsylvania and Harvard Business School. Slate ) • St.

Recruitment 130

Recruitment Transportation Valuation Retail 130

Trade Brains

JUNE 13, 2025

based on October 2024 valuations. Current valuation depends on configuration, age, and market conditions at the time of loss. Please consult your investment advisor before investing. Payments are calculated using Special Drawing Rights (SDRs) as the international standard. Each SDR equals approximately $1.33

Insurance 52

Insurance Medical Insurance Coverage Valuation 52

Trade Brains

JUNE 18, 2025

Earnings Growth Not Matching Valuation: Despite strong recent performance, the company’s earnings per share (EPS) are currently ₹6.37–6.38, 6.38, and while revenue and profit have grown, the valuation multiples have expanded even faster, making the stock look expensive on a fundamental basis.

Valuation 52

Valuation Engineering Manufacturing Investing 52

Trade Brains

JUNE 6, 2025

Please consult your investment advisor before investing. Real Estate Stocks in this sector that stand to benefit from the rate cuts include DLF, Lodha, Prestige Group, and Goodrej Properties. Investors must therefore exercise due caution while investing or trading in stocks.

Banking 52

Banking Financial Services Economics Investing 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

OCTOBER 24, 2024

Several global and domestic factors have contributed to this downturn, including geopolitical tensions, regulatory changes, market valuations, and economic concerns. The recent fall in Nifty may be a market correction, bringing valuations in line with global trends. Please consult your investment advisor before investing.

Valuation 97

Valuation Economy Economics Marketing 97

Trade Brains

JULY 28, 2023

Often people are confused between Tata Elxsi and Tata Consultancy Services. Where TCS provides traditional IT services like software development, consulting etc., In light of declining growth and margin pressures, it’s becoming difficult for Tata Elxsi to justify its high valuations.

Retail 96

Retail Sales Valuation Consulting 96

Zoe Financial

DECEMBER 9, 2024

Market Valuations : Multiples are no longer considered cheap. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. S&P 500 : Up 1% for the week and 27.7% Nasdaq : Up 3.3% for the week and 32.3%

Marketing 40

Marketing Marketing Economics Taxes 40

Cornerstone Financial Advisory

DECEMBER 16, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

JANUARY 6, 2025

Will the Federal Reserve continue to lower interest rates, supporting valuations? Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Main Fundamental Drivers of the Market Will earnings continue to grow? Stay tuned for next week.

Marketing 40

Marketing Marketing Economy Taxes 40

The Big Picture

AUGUST 21, 2024

Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. He has written numerous books on valuation and finance. But as history informs us, the list of once-great companies that dominated their eras and then declined is long.

Startup 162

Startup Valuation Management Numbers 162

Trade Brains

JUNE 6, 2025

This strong order pipeline indicates robust future revenue visibility and potential for re-rating, reflecting investor interest despite the company’s modest current valuation. Please consult your investment advisor before investing. Investors must therefore exercise due caution while investing or trading in stocks.

Marketing 52

Marketing Marketing Clients Valuation 52

Darrow Wealth Management

OCTOBER 31, 2022

Instacart, where the valuation is down almost 40% this year, is highly likely to create issues for employees who exercised, and may have to pay tax, using much higher valuations. If you need help managing stock options before an IPO or acquisition, please contact us today to schedule a consultation. Instacart isn’t alone.

Marketing 104

Marketing Marketing Taxes Valuation 104

Harness Wealth

APRIL 30, 2025

You should consider using tax preparation software or consulting with a tax professional. The IRS carefully scrutinizes these deductions to ensure compliance with strict valuation and documentation requirements. Please consult a tax and/or legal professional for advice specific to your individual circumstances.

Compliance 52

Compliance Taxes Accounting Consulting 52

Cornerstone Financial Advisory

DECEMBER 23, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

OCTOBER 28, 2024

These businesses, spanning diverse sectors from e-commerce to medical technology, attract investor interest despite their unconventional valuations. Additionally, factors like market leadership, innovative business models, and sector-specific characteristics influence these elevated valuations.

Medical 90

Medical Manufacturing Engineering Valuation 90

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Taxes Economics 52

Harness Wealth

APRIL 30, 2025

Setting clear financial goals and obtaining realistic business valuations early in the process helps you understand how timing impacts both taxes and overall returns. Family Limited Partnerships FLPs enable the gradual transfer of ownership to family members while utilizing valuation discounts for the lack of marketability or control.

Taxes 52

Taxes Planning Tax Planning Sales 52

Carson Wealth

JANUARY 25, 2024

That could lead to less aid if your business has a high valuation. Find out more about the new FAFSA here , and to discuss saving and paying for college as part of your overall financial strategy, schedule a consultation with one of our financial advisors today. Proportionally impacting small businesses.

Consulting 97

Consulting Taxes Education Assets 97