Wealth Management

JUNE 20, 2025

I’ve known Kanishk a few years and he has been around the block when it comes to the developer world, having sold his first startup to Fitbit (which is now owned by Google) and his second to Addepar, where he met Tully. Their current startup, Powder, is all about helping firms build operational efficiency. now Pontera).

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Abnormal Returns

FEBRUARY 20, 2025

fastcompany.com) AI has changed how startups are built. sherwood.news) Don't 'invest' in diamonds. (bloomberg.com) Even when used as prescribed, leveraged ETFs are imperfect instruments. morningstar.com) The ETF industry needs to hit pause. linkedin.com) Venture capital Has Y Combinator lost its edge? monevator.com)

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Harness Wealth

APRIL 16, 2025

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. Strategic tax planning serves both to keep companies on the right side of IRS regulations and to preserve necessary capital during those precarious early stages when the startup is most vulnerable.

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Startup Taxes Tax Planning Transportation 52

Trade Brains

JUNE 20, 2025

There’s a clear shift happening in India’s startup world. Almost every promising startup you can name seems to be preparing for a stock market listing, and they all want to make their debut before 2026. That kind of market enthusiasm is encouraging founders across the startup scene to go public sooner rather than later.

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Startup Planning Valuation Retail 52

Harness Wealth

JULY 14, 2025

Alternative investments such as private equity, cryptocurrencies, and collectibles now represent a significant part of the investment arena, in particular to high-income individuals. Table of Contents What are alternative investments? What are the key tax strategies for alternative investments in 2025?

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Taxes Investing Investments Assets 52

The Big Picture

APRIL 10, 2025

Here’s Pete’s description: Check out StandUpwithPete.com to learn more How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them T he GREAT Barry Ritholtz whohas spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors.

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The Big Picture

FEBRUARY 7, 2025

This week, I speak with Sahil Bloom, founder and managing partner of SRB Ventures , a Venture Capital focused on accelerating compelling startups. Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments. billion in assets under management.

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Trade Brains

JULY 9, 2025

By contrast, fintech startups and digital banks are using APIs to launch services with speed and agility. As a result, startups can innovate faster, and established players can adapt to changing consumer behavior more effectively. Within just a few years, they’ve reshaped how institutions build, scale, and offer services to end users.

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Startup Compliance Financial Services Banking 59

WiserAdvisor

JUNE 18, 2025

In the world of investing, this could not be truer. Long-term investing is where you put your money to work and give it time to grow. Below are 5 long term investment strategies you need to know about in 2025: 1. This is the segment you can explore for long-term investing. Because they hold real value. Why does it work?

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Investing Investments Taxes Risk Tolerance 59

Trade Brains

OCTOBER 29, 2024

Subsequently, miners must invest in expensive cooling systems to maintain equipment performance. Emerging Mining Startups The cryptocurrency mining sector in India remains in its early stages, with only 15 registered mining startups currently operating. Investing in equities poses a risk of financial losses.

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Startup Portfolio Distribution Investing 52

Trade Brains

JUNE 23, 2025

Throughout the early 2010s, Indian startups engaged heavily with privately owned venture capital (VC) and private equity (PE) firms located in foreign markets including, but not limited to, the US, China, Singapore, and Japan. Ola, Swiggy and Zomato, facilitated large investments from Chinese and US firms. to global peers.

Startup 52

Startup Retail Government Economics 52

Abnormal Returns

DECEMBER 3, 2024

wsj.com) Meta ($META) is reportedly investing $10 billion in subsea cables. techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. (crr.bc.edu) Technology AWS is spinning up an Nvidia ($NVDA) competitor using its own chips. theverge.com) Fidelity marked up its valuation of X.

Math 147

Math Valuation Startup Economy 147

Darrow Wealth Management

APRIL 23, 2025

The 83(b) election has the potential to significantly reduce the overall tax liability, especially for startup founders and employees who receive stock-based compensation. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy most advantageous.

Taxes 62

Taxes Startup Compensation Planning Sales 62

Abnormal Returns

FEBRUARY 23, 2025

Top clicks this week Successful investing is about avoiding unforced errors. howardlindzon.com) AI has changed how startups are built. ritholtz.com) Josh Brown, "Every entrepreneur I talk to in the wealth business is scrambling to add services, not cut fees." downtownjoshbrown.com) On the looming adviser shortage, per McKinsey.

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Abnormal Returns

APRIL 30, 2025

calculatedriskblog.com) Real consumption and investment were positive in Q1. theatlantic.com) During periods of chaos, nimble startups have a leg up. (nytimes.com) American firms sourcing goods in Vietnam are stuck. wsj.com) A majority of Americans say they Vietnam War was a mistake. axios.com) Economy Q1 2025 GDP shrank 0.3%.

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Startup Financial Advisor Media Government 162

Abnormal Returns

JUNE 27, 2025

(derekthompson.substack.com) Danny Crichton and Laurence Pevsner author of “Rebooting a Nation: The Incredible Rise of Estonia, E-Government and the Startup Revolution.” youtube.com) Jon Reeder talks thematic investing with James van Geelen of Citrini Research.

Startup 147

Startup Valuation Economics Government 147

Abnormal Returns

DECEMBER 2, 2024

wsj.com) Startup AI wealth manager Range raised another round of capital. flowfp.com) Private investing requires a higher level of due diligence. (podcasts.apple.com) The biz Fidelity's move to sweep client cash into FCASH, making more work for RIAs. riabiz.com) Why wealth managers need to do more to support client charitable giving.

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Clients Wealth Management Financial Planner Startup 124

WiserAdvisor

MAY 29, 2025

Consistent habits, disciplined investing, and patience form the bedrock of wealth creation, keeping financial security in mind. A long-term perspective allows you to ride out market volatility, avoid impulsive decisions, and benefit from the natural growth of your investments over time.

Accounting 59

Accounting Wealth Accumulation Investing Investments 59

Yardley Wealth Management

JULY 9, 2025

Little did they know that over the following 129 years, their pioneering index would help shape how the public views and invests in the market. Index performance is not indicative of the past performance of a particular investment. Individuals cannot invest directly in an index. stock market index.

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

The Big Picture

JULY 1, 2025

The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , is below. Eva is group Chief Investment Officer for insurance, giant Swiss Ray. Really a fascinating conversation with someone who is uniquely situated in the investment world. It was the best from the investment banking teams.

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Investing Investments Consulting Insurance 147

WiserAdvisor

JUNE 16, 2025

While you are busy earning, investing, and scaling your income, it is easy to overlook the importance of protecting what you have already built. With the right high-net-worth investing strategies, you can keep your wealth intact without turning your life upside down. Making sure it lasts, not just your lifetime but also after you.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Harness Wealth

APRIL 17, 2025

Items costing less than $2,500 can typically be expensed immediately, while more substantial investments may require depreciation over time according to IRS guidelines. This option is particularly valuable for businesses seeking to minimize current-year tax liability while investing in growth-oriented assets.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Abnormal Returns

MARCH 20, 2025

morningstar.com) Books Barry Ritholtzs "How Not to Invest" is a 'very informative book about investing that is most importantly a lot of fun.' institutionalinvestor.com) The fintech startups that could go public. (capitalspectator.com) Which sectors look cheap after this correction?

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Startup Media Retail Economy 130

Harness Wealth

NOVEMBER 12, 2024

The conversion from a Traditional IRA to a Roth IRA is a taxable event, with income taxes due on any pre-tax contributions and investment earnings converted. Consider 529 Plans A 529 Plan is a tax-advantaged investment account specifically designed to fund education costs.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

The Big Picture

DECEMBER 4, 2024

Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm.

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Taxes Portfolio Accounting Math 130

Harness Wealth

APRIL 17, 2025

Within the DAF structure, all investment growth occurs in a tax-free environment, potentially enabling one to distribute significantly more to charities than the initial contribution. Facing a substantial windfall from a bonus, business sale, or investment gain? Table of Contents What Are Donor-Advised Funds, and How Do They Work?

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Taxes Tax Planning Distribution Assets 52

The Big Picture

MARCH 4, 2025

Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. Previously she was co-head of the bank’s Innovation Economy Group.

Banking 130

Banking Economy Startup Marketing 130

Trade Brains

JUNE 12, 2025

Indian startups are no longer in the motive of just catering to the domestic markets. Widening the abroad offers and the access to the newer clients can increase the profit margins and the global recognition towards the startup. New York’s BAT VC is committed to create USD 100 M to US-India tech startups.

Startup 69

Startup Compliance Government Taxes 69

Cordant Wealth Partners

NOVEMBER 18, 2024

A donor-advised fund is a charitable investment account that allows you to support your preferred charities over time while receiving a tax deduction upfront. Real-World Example: Sarah's Story Sarah, a senior software engineer at a successful startup, received stock early in her tenure with the company. What is a Donor Advised Fund?

Taxes 52

Taxes Tax Planning Nonprofit Accounting 52

Trade Brains

JUNE 17, 2025

QRG Investments and Holdings Limited offloaded a total of around 8 lakh equity shares (or 1.11 Written by Shivani Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. 668 on Wednesday.

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Electronics Startup Distribution Investing 59

Harness Wealth

MARCH 6, 2025

Equity Compensation: Extensions offer valuable time to optimize tax strategies for startup employees and executives dealing with equity compensation such as RSUs, ISOs, and QSBS. As well as being complicated to complete, K-1 forms are often issued later than other tax documents, frequently compelling filers to seek tax extensions.

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Taxes Tax Planning Consulting Electronics 52

Trade Brains

JULY 7, 2025

Synopsis- India’s startup ecosystem is evolving fast, driven by fintech, EVs, edtech, and space-tech. This article highlights 10 fastest growing startups transforming industries and shaping the future of innovation. Top 10 Fastest-Growing Startups in India 1.

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Startup Valuation B2B Education 52

Abnormal Returns

MARCH 24, 2025

thinkadvisor.com) How AI startup FINNY came to be. kitces.com) A Q&A with Barry Ritholtz author of the new book "How Not to Invest." AI Advisers are warming to AI. riabiz.com) Zocks, which is focused on advisor-client meetings, raised a Series A. citywire.com) What would an agentic AI solution look like for a financial advisor?

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Risk Tolerance Startup Financial Advisor Retirement 147

Harness Wealth

APRIL 16, 2025

Understanding tax implications of acquisitions is vital for startups exploring mergers and acquisitions. It encourages investment and offers significant tax savings. Equity compensation tax implications in acquisitions Equity compensation is pivotal in aligning the interests of employees and founders within startups.

Taxes 52

Taxes Tax Planning Startup Compliance 52

Trade Brains

JULY 2, 2025

This is helpful, especially for startups and fast-growing companies. Shadowfax, a Flipkart-backed logistics startup, has filed its DRHP under a confidential route to protect sensitive information from its competitors like Delhivery, Ekart, etc. Investing in equities poses a risk of financial losses.

Valuation 52

Valuation Startup Sales Planning 52

Harness Wealth

APRIL 17, 2025

As Doug Waite of LexTax explains, “Whether to take itemized or standard deduction all depends on if your itemized deductions (medical, state and local taxes, mortgage and investment interest expense, charitable contributions, and certain miscellaneous expenses) exceed your standard deduction.”

Taxes 52

Taxes Tax Planning Education Medical 52

Abnormal Returns

FEBRUARY 27, 2025

(awealthofcommonsense.com) Would you invest in Norway's sovereign wealth fund if you could? novelinvestor.com) Startups Stripe was recently valued at $91.5 ft.com) Berkshire Hathaway Geico was the star of Berkshire Hathaway's ($BRK.A) 2024 results. billion in a share tender offer.

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