Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ I’m meeting all the highest ethical standards. Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Trade Brains

MARCH 31, 2023

He went further to acquire Berger Paints, Best, and Crompton in 1988; Mangalore Chemicals and Fertilizers in 1990, The Asian Age newspaper and the publisher of the film magazine, and Cine Blitz, a Bollywood magazine in 2001. The airlines in India were hit harder due to the taxes and levies imposed by the government. 5665 crores.

Banking 52

Banking Transportation Taxes Ethics 52

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. You know, it was all this like structuring and like tax and legal and accounting stuff. Matt Levine : 00:03:44 You know, I did.

Banking 130

Banking Retail Math Management 130

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. That doesn’t deliver much real return, especially if you pay taxes.

Assets 52

Assets Investments Investing Insurance 52

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. That doesn’t deliver much real return, especially if you pay taxes.

Assets 52

Assets Investments Investing Insurance 52

The Big Picture

JUNE 6, 2023

So, I was sitting there reading Industry Standard, remember that magazine? And I was learning about money, reading all the books, all the magazines, watching the shows, and I was also studying social psychology. SETHI: Well, everybody thought they were a genius including me in 1999, 2000. RITHOLTZ: Sure. So… RITHOLTZ: Forever.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

AUGUST 29, 2022

BALCHUNAS: I went to the Institutional Investor Magazine Newsletter division. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. BALCHUNAS: … a couple trillion stuck in there because of taxes. RITHOLTZ: … stumbles across a magazine.

Assets 173

Assets Management Marketing Marketing 173