Remove Economics Remove Financial Services Remove Sales Remove Valuation
article thumbnail

5 Valuation Factors for Retiring Financial Professionals to Consider When Selling Their Businesses

James Hendries

Your Client List As a financial services professional, you’ve probably spent years building up your book of business. If so, your book of business ratchets up the sale price. Brand Identity Have you been working with clients as an individual financial professional? Is your list long and full of quality prospects?

article thumbnail

Market Commentary: Earnings Season Flouts Calendar Effects

Carson Wealth

NVIDIA Earnings Show AI Demand Ramping Up Faster than Supply The economic story behind NVIDIA’s blockbuster earnings is very simple in some ways and goes back to Econ 101. Sales more than tripled compared to one year ago, clocking in at $22.1 Every segment reported higher than expected sales. billion versus $6.2

Insiders

Sign Up for our Newsletter

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

article thumbnail

Market Commentary: Checking In on Market Fundamentals

Carson Wealth

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. The good news is there’s nothing in the economic data that suggests we’re on the verge of a labor-market-induced inflation surge. Following the huge 11.2%

article thumbnail

The Investment Strategy of Peter Lynch

Validea

Cyclicals – Companies whose business follows the economic cycle 5. – Check if inventories are growing faster than sales, a red flag. – For financial firms, look for equity/assets over 5% and ROA over 1%. Annual sales should be over $1 billion and the P/E below 40 for large fast-growers.

article thumbnail

Weekly Market Insights – October 9, 2023

Cornerstone Financial Advisory

7 This Week: Key Economic Data Wednesday: Producer Price Index (PPI). Source: Econoday, October 6, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. (JPM),

article thumbnail

Fundamental Analysis of Mufin Green Finance – Financials & More

Trade Brains

Industry Overview India’s GDP is projected to exhibit robust growth exceeding 6% for the fiscal year 2024, indicating a promising economic trajectory. With an increasingly large workforce and a growing middle- and lower-income demographic, the need for financial services is set to rise sharply.

article thumbnail

Weekly Market Insights – January 17, 2023

Cornerstone Financial Advisory

This Week: Key Economic Data. Retail Sales. Friday: Existing Home Sales. Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials.