Cornerstone Financial Advisory

APRIL 10, 2023

Stocks weathered the news well but buckled on weak manufacturing and services data in subsequent days. This information is not intended to substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax professional.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount.

Investing 52

Investing Investments Ethics Taxes 52

Sara Grillo

NOVEMBER 14, 2022

Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. Are commissions bad? Macchia says they are not bad, they’re just a different way to get paid.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

DECEMBER 6, 2022

You have the liquidity, the tax efficiency, the transparency. And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities. So I think many of these car manufacturers can see the writing on the wall.

Clients 152

Clients Investing Investments Management 152

The Big Picture

FEBRUARY 28, 2023

I was talking to one of our founders, he said, look, a lot of people think we’re in Zug for tax reasons. RITHOLTZ: And are there that much tax advantages to be in Switzerland if you’re operating throughout Europe? And then the related question is, how dependent are private markets on public market valuations?

Clients 141

Clients Investing Investments Assets 141