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 144

Clients Assets Investing Investments 144

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. I was already an investor in ETFs at that point in time.

Clients 157

Clients Investing Investments Management 157

Dear Mr. Market

MARCH 11, 2023

IBM loses to QCOM based on valuation. Sticking back to the balancing theme of quality businesses, great valuations, meshed with the reward of a dividend, you get Ford yielding 4.62% and Conoco only at 2.16% but trading for a bargain P/E of 7. times and return on equity (ROE) of 9%. As an economy, however, China will soar this year.

Investing 105

Investing Investments Portfolio Assets 105

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.

Investments 52

Investments Investing 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.

Investments 52

Investments Investing Ethics Taxes 52

The Big Picture

APRIL 9, 2023

ProPublica ) see also Clarence Thomas’s brazen violation of ethics rules, briefly explained : By allegedly accepting luxury trips from a Republican megadonor — and not disclosing them — Thomas may have run afoul of federal ethics law. ( His textbook “ Investment Valuation ” is the standard in the field.

Ethics 273

Ethics Valuation Taxes Government 273

Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

Insurance 59

Insurance Retirement License Financial Advisor 59

The Big Picture

APRIL 10, 2023

Institutional Investor ) • Give More, Pay Less : They will receive a charitable deduction if their contributions exceed certain thresholds and eliminate up to a 20% federal tax on appreciated securities. This break also applies to individual state taxes. ( His textbook “ Investment Valuation ” is the standard in the field.

Valuation 283

Valuation Ethics Advertising Taxes 283

Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. for the S&P® 500. in the bush.

Insurance 52

Insurance Banking Investments Investing 52

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. Stock buybacks already get taxed from the capital gains of the seller. ” Feb 08, 2023 Some U.S.

Banking 59

Banking Government Economics Taxes 59