Harness Wealth

MAY 31, 2022

It’s a one-stop shop to see all your finances, including your startup equity and crypto. The Personal Balance Sheet isn’t the first of its kind — early personal finance tools like Mint.com and Personal Capital let you digitally link financial accounts — but it’s the first with unique attributes for equity owners.

Startup 52

Startup Asset Allocation Taxes Accounting 52

Zoe Financial

JANUARY 27, 2023

A Brief Guide to Equity Compensation Published January 27th, 2023 Reading Time: 8 minutes Written by: Paul Horn, CFP® , CPWA® Zoe Network Advisor A Brief Guide to Equity Compensation Types Published January 27th, 2023 Reading Time: 8 minutes Written by: Paul Horn, CFP® , CPWA® Zoe Network Advisor We live in a world that admires hard workers.

Certified Financial Planner 52

Certified Financial Planner Executive Compensation Taxes Financial Planner 52

The Big Picture

JULY 11, 2023

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. Yeah, they were pioneers in emerging markets and really kind of global equity. RITHOLTZ: Right.

Management 213

Management Investing Investments Assets 213

Brown Advisory

JANUARY 1, 2023

We define risk as the permanent destruction of our clients’ capital which for us primarily comes from either competitive disruption or overpaying for a great business. We are concentrated and want our best ideas in the strategy. Or is there a risk of default and loss? and TK Maxx in the U.K.)

Investing 52

Investing Investments Valuation Clients 52

Brown Advisory

JANUARY 1, 2021

In our investment book club we are currently reading Factfulness² by Hans Rosling which has many insights on calibration—updating our view when the facts change³—and the danger of some of the evolutionary behavioural shortcuts as described above that we all instinctively use. There are just too many variables to use point estimates of value.

Investing 52

Investing Investments Valuation Economics 52

Zajac Group

FEBRUARY 7, 2023

If you’re an executive or an employee with significant equity in your company from employee stock options, restricted stock units, or other stock grants, you may have a continual need to sell stock. Even if you’re familiar with the concept of a 10b5-1 plan, you may benefit from some of our best-practice insights. Enter the 10b5-1 plan.

Planning 52

Planning Certification Sales Taxes 52

The Big Picture

AUGUST 15, 2023

But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc. So I worked at a private equity firm, that middle market private equity firm Yale had money with. RITHOLTZ: Hedge fund, private equity, and Yale endowment, right? SEIDES: Yeah. RITHOLTZ: Right. RITHOLTZ: Right.

Management 130

Management Investing Investments Government 130