Wealth Management

JULY 18, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 18, 2025 10 Min Read The struggle is real. huafires/Creatas Video+/Getty Images Plus Will Brennan has experienced two sides of the advisor succession challenge in his young career.

Estate Planning

Validea

JUNE 16, 2025

Benjamin Graham – The Deep Value Purist Graham’s approach, considered the bedrock of value investing, focuses on balance sheet strength and low valuation. Sample picks: Heritage Insurance ( HRTG ): +56.0% Sample picks: Comfort Systems USA ( FIX ): +35.6% since added Taiwan Semiconductor ( TSM ): +27.9% Kinsale Capital ( KNSL ): +21.0%

Valuation

Wealth Management

AUGUST 5, 2025

Last year, Wealthspire Advisors, a New York-based RIA owned by global insurance brokerage NFP, launched its own trust company. For instance, in 2021, Moneta, a St. Louis-based RIA, launched its own trust company , Moneta Trust. Creative Planning has its own trust company, as does Mercer Advisors, via its acquisition of Kanaly Trust in 2016.

Investing

Steve Sanduski

FEBRUARY 18, 2025

How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles. Things such as valuation, insurance, storage, and the succession plan. Tom Ruggie and I discuss: The confluence of factors driving the rise in collectibles as investments.

Financial Planning

Trade Brains

JUNE 30, 2025

At the forefront of the scene is LIC, which stands as India’s largest insurance company and the biggest public sector stakeholder in the NSE. percent stake, LIC’s investment is now valued at over Rs 59,600 crore, based on the current unlisted market valuation. SBI Capital Markets owns 4.33

Electronics

The Big Picture

JULY 1, 2025

Eva is group Chief Investment Officer for insurance, giant Swiss Ray. Swiss Ray is a global, very well known insurer and reinsurer. Not only are they the insurance company for insurance companies, but they have a variety of lines of business. They cover just about everything that’s out there. With that in mind.

Investments

Wealth Management

JULY 18, 2025

QBCo, founded in 2016 by Tony Berndt, Kathy Rotta and John Himmelspach, specializes in tax compliance, succession planning and private business valuations. In that time, it has grown to 22 employees, 539 clients and $2.2 billion in discretionary and non-discretionary assets.

Accounting

Validea

MAY 21, 2025

The method follows Growth At a Reasonable Price (GARP) principles, targeting growing companies at fair valuations. HRTG HERITAGE INSURANCE HOLDINGS INC 100 $24.74 $767 9.8 UVE UNIVERSAL INSURANCE HOLDINGS INC 100 $26.56 $748 11.6 HRTG HERITAGE INSURANCE HOLDINGS INC 100 $24.74 $767 9.8 OZK BANK OZK 100 $46.37 $5,222 7.6

Insurance

Validea

JUNE 23, 2025

The Gardners dubbed this the “Fool Ratio” and use it to identify growth stocks trading at reasonable valuations. Combining quality fundamentals, growth, insider conviction, and manageable valuations makes this a model with serious long-term appeal. Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8%

Valuation

The Big Picture

NOVEMBER 26, 2024

So, these ETFs make it easy to buy exposure to Bitcoin in a brokerage account and know that the crypto or the Bitcoin is being held by an institutional regulated custodian with insurance in place with all the bells and whistles, but they don’t have to worry about it. Five years ago, you had to worry about that personally.

Investments

Harness Wealth

JULY 14, 2025

Business ownership and deductible costs: If artwork or other collectibles are held through a legitimate business structure (and not purely for personal enjoyment), certain ordinary and necessary business expenses related to their ownership, such as secure storage costs and insurance premiums, might be deductible.

Taxes

Wealth Management

JULY 23, 2025

Related: Deals & Moves: Merchant Takes Stake in Valuation Firm; Cetera, Ameriprise, LPL Add Teams “No one’s going to tap on my shoulder, send me an email, make a public announcement saying ‘Hey, you’re being absorbed. Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Got to scramble,’” he said.

Estate Planning

Validea

JULY 7, 2025

These 10 companies—across retail, tech, insurance, and gold — are riding a wave of rising expectations. Guru Screener Tool Filter stocks by strategy, sector, valuation, growth, and more to find companies aligned with your investing approach. Investors looking for momentum rooted in fundamentals may want to take a closer look.

Valuation

Validea

JUNE 30, 2025

Validea builds its investment strategy around Peter Lynch’s proven methods from his tenure at Fidelity’s Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. HRTG HERITAGE INSURANCE HOLDINGS INC 100 $24.94 $773 9.9

Debt Management

Trade Brains

JUNE 13, 2025

Moreover, this tragedy is to become the nation’s most expensive aviation insurance claim. Who Will Cover Air India’s Massive Insurance Costs Air India has insured its entire fleet through Tata AGI and other domestic insurers. Insurance and Tata Group stocks bore the brunt. local time.

Insurance

The Big Picture

APRIL 29, 2025

There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. We learned everything, you know, across from accounting to auditing to, to tax and valuation.

Management

Validea

JULY 25, 2025

Validea’s investment methodology draws from Peter Lynch’s successful track record managing Fidelity’s Magelion Fund, implementing a Growth at a Reasonable Price (GARP) strategy that identifies expanding businesses with rational valuations. HRTG HERITAGE INSURANCE HOLDINGS INC 100 $21.49 $666 8.5

Insurance

Validea

MARCH 7, 2025

A companys price-to-earnings (P/E) ratio must be in line with or lower than its earnings growth rate to ensure valuation remains attractive. IGIC INTERNATIONAL GENERAL INSURANCE HLDGS LTD 85% $24.44 $1,102 8.3 The Fool Ratio (PEG Ratio) This is a key metric in the strategy. VITL VITAL FARMS, INC. 85% $30.39 $1,345 25.5

Portfolio

Validea

JULY 29, 2025

When companies report better-than-expected earnings, markets often need time to fully digest these results, leading to extended price rallies as valuations adjust. 4 92 HRTG HERITAGE INSURANCE HOLDINGS INC $20.62 $639 8.2 This strategy takes advantage of multiple market dynamics that drive continuing price trends. 96 2 278.7%

Valuation

Trade Brains

JUNE 18, 2025

India’s financial services sector, comprising banking, NBFCs, insurance, and fintech, is rapidly expanding, with market capitalization surging to Rs 91 trillion in 2025 from Rs 1.8 in March 2025, while fintech valuation now exceeds Rs 12 trillion, reflecting robust digital adoption and strong sector resilience.

Banking

Validea

MAY 14, 2025

Every stock has a story, and each investor has their own framework for deciding what matters most-whether it’s valuation, momentum, quality, or risk. 9,913 1 HIG Hartford Insurance Group Inc $127.93 370 1 IGIC International General Insurance Holdings Ltd $23.58 7,832 1 THG Hanover Insurance Group Inc $166.22

Insurance

Trade Brains

JULY 24, 2025

The Company’s segments include Life Insurance and Business Investments. Max Financial Max Financial Services Limited is engaged in the business of investments and providing management advisory services. The company’s revenue stood at Rs 865 crore in Q4FY25; during the same time frame, net profit stood at Rs 164 crore.

Investments

Harness Wealth

FEBRUARY 4, 2025

Risks: Illiquidity, subjective valuation, authenticity risks, fraud risks, market demand fluctuations, and high transaction costs. Private Placement Life Insurance (PPLI): High-net-worth investors can use PPLI to defer taxes on gains from alternative investments. What are the biggest risks of alternative investments?

Taxes

Wealth Management

JUNE 9, 2025

trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.

Wealth Management

The Big Picture

APRIL 8, 2025

And valuations have been, you know, with the exception of, of some of the obesity drugs, the pharmaceutical industry has been squashed by, by worries about regulations squashed by the power of the insurance companies, you know, squashed by patent, expire, you know, squashed by a lot, a lot of things.

Asset Allocation

Harness Wealth

APRIL 16, 2025

Key takeaways Tax planning impacts every facet of an acquisition, from initial valuation to post-closing integration, with early strategic decisions potentially saving millions in future tax liabilities. The inheritance of historical tax obligations in stock deals creates significant risk management challenges.

Taxes

Harness Wealth

JULY 31, 2025

From trust design to life insurance, gifting strategies to asset-specific planning, we’ll explore actionable ways to protect your estate—and how the right team of professionals can help you move forward with clarity and confidence. This article outlines strategic planning options for navigating the sunset provisions ahead.

Estate Planning

Trade Brains

JULY 4, 2025

It projects FY26 EPS growth to stay in single digits, potentially capping the stock’s valuation upside. percent), Banking, Financial Services & Insurance 16.1 Macquarie remains cautious on Tech Mahindra’s FY27 targets, citing challenges in achieving a 15 percent EBIT margin and surpassing peers in revenue growth. percent (–5.0

Consulting

Wealth Management

JULY 15, 2025

Prior to attending social gatherings, I often prepare by thinking of some smart, exciting and even sexy responses – like talking about valuation metrics and how company ABC is isolated from tariffs and that if it reaches $50 it’s going to break through to $75.

Wealth Management

Wealth Management

JULY 24, 2025

That’s when Nicholas, who has a background in options trading, had the idea of using the same investment strategy as many insurance firms and combining investment in Treasuries with a conservative options overlay to generate income. Today, FIAX holds $158 million in AUM, with a three-year return of 4.24% and an expense ratio of 0.95%.

Wealth Management

The Better Letter

JANUARY 10, 2025

Some pension and insurance companies, which have some very long-term liabilities to match, found the duration attractive. IBM’s return was fueled by growing earnings, growing dividends, and buying back stock at cheap valuations. The debentures yielded nearly 100 basis points (one percent) more than the (off-the-run) 30-year U.S.

Numbers

Advisor Perspectives

JULY 28, 2025

In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation revisits Elevance Health (formerly Anthem), an undervalued long-term opportunity, a major U.S. for-profit health insurer.

Valuation

The Big Picture

JULY 18, 2025

Corporate bond valuations are high, with US investment-grade spreads hovering around 0.8 Wall Street Journal ) • How GLP-1s Are Breaking Life Insurance : Patients look healthy on paper. Video calls can be a drag — some workers send a bot in their place. Washington Post ) • Worst Spate of Downgrades Since 2021 Signals Pain.

Government

The Big Picture

APRIL 8, 2023

A nine-time “Professor of the Year” winner at NYU, Damodaran teaches classes in corporate finance and valuation to MBA students. He has also written several books on corporate finance and equity valuation and has published widely in journals. Damdoran loves “untangling the puzzles of corporate finance and valuation.”

Valuation

Wealth Management

JANUARY 3, 2024

Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?

Insurance

Abnormal Returns

SEPTEMBER 7, 2023

theirrelevantinvestor.com) Big tech stocks have their own valuation experience. chicagofed.org) Health insurance premiums are on the rise. Strategy It's hard to overstate the impact of the big tech stocks on the U.S. stock market of late. wisdomtree.com) Big Tech has messed with factor investors.

Financial Advising

Abnormal Returns

SEPTEMBER 1, 2024

wsj.com) Good luck trying to time the stock market using valuation metrics. abnormalreturns.com) How much would you pay for a house you couldn't insure? (on.spdji.com) There are too many markets at all-time highs to count. whitecoatinvestor.com) Strategy High yields come with risk. Don't let anyone tell you otherwise.

Financial Advising