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. Here are some things to consider.

Taxes

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?

Taxes

Harness Wealth

JULY 31, 2025

QSBS eligibility essentials for founders Let us break down what makes your startup stock eligible for these remarkable tax QSBS tax benefits. Intellectual property treatment adds another layer of complexity to your asset valuation. The timing of trust establishment deserves careful consideration.

Taxes

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

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. It plans to raise Rs 2,000-2,500 crore through IPO at a valuation of Rs 8,500 crore.

Valuation

Harness Wealth

JULY 29, 2025

For most people, investing tends to revolve around familiar assets such as stocks and bonds. Beyond these traditional assets, however, lies a more esoteric realm of investment that has historically been the domain of institutional giants and ultra-high-net-worth individuals: private equity (PE). How do I invest in private equity?

Taxes

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

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.

Investing

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. Understanding tax implications of acquisitions is vital for startups exploring mergers and acquisitions. Net Investment Income Tax.

Taxes

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. CRED – Fintech & Lifestyle (Established 2018).

Startup

Harness Wealth

MARCH 27, 2025

Secondary transactions (or Secondaries as theyre known) involve the buying and selling of pre-existing investments in private funds or stakes in the portfolio companies those funds own. Secondaries are typically traded before the fund or business is sold in a traditional wayessentially, being the resale market for private investments.

Taxes

Trade Brains

JUNE 18, 2025

Finance & Investments Even yet the unchallenged champion, finance has traditionally been the incubator of billionaires. From hedge fund kings and private equity masters to investment bankers and wealth managers, the world of finance provides virtually unparalleled conditions for compound growth of capital.

Manufacturing

Harness Wealth

FEBRUARY 4, 2025

Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets.

Taxes

The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And I, I found it to be an absolutely fascinating conversation. And it was very formulaic.

Investing

The Big Picture

JULY 15, 2025

My biggest client turned out to be the Merrill Lynch Investment Strategy Group. And so I just worked my way through Wall Street and, and eventually, you know, but if you had said to me when I graduated at Hamilton that I was gonna end up being the Chief Investment strategist at Merrill Lynch, I would’ve said, you’re crazy.

Numbers

Abnormal Returns

AUGUST 6, 2025

Strategy There's no investing without regret. allstarcharts.com) Startups OpenAI is targeting about a $500 billion valuation. allstarcharts.com) Startups OpenAI is targeting about a $500 billion valuation. pymnts.com) Where is the investment research on private companies? Over the long term fundamentals pay.

Startup

Trade Brains

JULY 30, 2025

This partnership is part of the “Build in Bharat” initiative, where Ather will mentor deep-tech startups and provide infrastructure support to new players in the electric vehicle (EV) value chain. Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

Manufacturing

Abnormal Returns

AUGUST 7, 2025

derekthompson.org) America is investing in AI, to the exclusion of everything else. billion valuation. frontofficesports.com) Golf startups are having a moment. (cnbc.com) GLP-1s Eli Lilly ($LLY) released results for its oral weight loss drug. sherwood.news) How Novo Nordisk ($NVO) fell behind.

Startup

Trade Brains

JUNE 10, 2025

For India’s billionaire class, real estate is no longer just about investment but it’s a statement or identity. Business tycoons and startup founders alike are gobbling up exclusive properties in premium locations such as Malabar Hill, Juhu, and Lutyens’ Delhi, often setting new price benchmarks. appeared first on Trade Brains.

Investing

Trade Brains

JUNE 17, 2025

The city where innovation sprouts faster than traffic jams and real estate prices climb higher than a startup’s valuation. With upcoming mega-projects like the Devanahalli Business Park, BIAL IT Investment Region and World Trade Centre, this area will go from green to greentech powerful in a few years. Ah, Namma Bengaluru!

Electronics

Abnormal Returns

JANUARY 20, 2023

ft.com) Startups How unicorns are dealing with the decline in valuations. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. (on.ft.com) The CPA shortage is real. wsj.com) Why PE firms are reluctant to put 'dry powder' to work. Those stakes are set to change hands.

Investing

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. disciplinefunds.com) What happens if you invest at a stock market top?

Valuation

Abnormal Returns

JANUARY 3, 2023

investment in semiconductor manufacturing can only do so much. feld.com) 2023 is going to be a year or reckoning for the startup space. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. axios.com) U.S. in 2022 vs. 2021.

Startup

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? billion dollar startups have a founder who came here as a student.

Investing

The Big Picture

JANUARY 12, 2024

As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally. Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments.

Startup

Abnormal Returns

JULY 25, 2023

priceactionlab.com) Why managed futures investing isn't more popular. institutionalinvestor.com) Mutual funds Do mutual funds overvalue their stakes in startups? papers.ssrn.com) Research It makes total sense that equity market valuations are higher today than in the past. mailchi.mp) Just how predictable are momentum crashes?

Startup

Abnormal Returns

JUNE 27, 2024

(carsongroup.com) Strategy Investing is planning. hbr.org) Startups SpaceX is doing a tender at a $210 billion valuation. hbr.org) Startups SpaceX is doing a tender at a $210 billion valuation. mrzepczynski.blogspot.com) Why you shouldn't care what other investors or the markets are doing.

Financial Advising

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. bam.kalzumeus.com) Venture capital The hurdles that startups need to get over to raise additional capital are now higher. niemanlab.org) How newsletter startup Puck sets itself apart. morningstar.com) Why have energy stocks and oil prices diverged? wired.com).

Startup

Abnormal Returns

JUNE 15, 2023

theinformation.com) Is there an AI premium for startup valuations? msn.com) Fund management How restrictions on the use of ESG data in investing can backfire. (bloomberg.com) How YouTube could help Google ($GOOGL) with its AI push. tomtunguz.com) AI-generated junk is flooding Etsy ($ETSY).

Financial Advising

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. axios.com) Finance The private equity crowd is finding mega-deals hard to come by.

Asset Allocation

The Big Picture

MAY 5, 2023

Finally, it would be dangerous to extrapolate the post-1990 outperformance of US equities, as it mainly reflects rising relative valuations. NPR ) • How Silicon Valley’s Troubles Are Reshaping Venture Capital : After unprecedented dominance of US startup funding in the 2010s, the region has lost some ground. But it’s still No.

Startup

Nerd's Eye View

NOVEMBER 6, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Compliance

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? How does this affect VC investing? billion dollar startups have a founder who came here as a student.

Investing

The Big Picture

AUGUST 21, 2024

Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. His newest book, “ The Corporate Life Cycle: Business Investment and Management Implications ” is out today. He has written numerous books on valuation and finance.

Startup

Abnormal Returns

NOVEMBER 1, 2022

finance.yahoo.com) Strategy Joe Wiggins, "There is a stigma attached to saying “I don’t know”, not just in the investment industry but in many walks of life." every.to) Q3 saw big drops in startup valuations. cbinsights.com) The top 100 universities ranked by startup founders.

Accounting

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). (washingtonpost.com) Finance Morgan Stanley ($MS) is besting Goldman Sachs ($GS) when it comes to wealth management.

Financial Advising

Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase.

Taxes