Abnormal Returns

DECEMBER 15, 2023

nypost.com) Startups Companies like Sunset and Simple Closure help startups close up shop. wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. theinformation.com) Startups keep taking a crack at the market for local sports news and opinion.

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Startup License Financial Advising Media 214

Abnormal Returns

MARCH 5, 2023

engadget.com) Startups The funding crunch for the last wave of startups is coming. (tker.co) Amazon Amazon ($AMZN) is pushing pause on further HQ2 development in Arlington, VA. wsj.com) Amazon ($AMZN) is shutting down eight cashierless stores. blog.eladgil.com) Pivoting is a (positive) euphemism for quitting.

Investing 130

Investing Investments Startup Math 130

Advisor Perspectives

APRIL 25, 2023

The startup world has had a tough year — plagued by mass layoffs, plummeting venture capital investment and the chaotic collapse of Silicon Valley Bank. But many in tech believe that the worst is yet to come.

Startup 52

Startup Banking Investing Investments 52

Wealth Management

NOVEMBER 29, 2023

While clients and funding remain under wraps, Tokenbridge has plans to tokenize and revitalize the investment industry.

Startup 106

Startup Distribution Clients Planning 106

Abnormal Returns

NOVEMBER 13, 2023

theirrelevantinvestor.com) Startups The startup scene is living in two different worlds: AI and everything else. theinformation.com) What rate of return do successful VCs need to get from their investments? (on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets.

Education 249

Education Startup Financial Advising Economy 249

Abnormal Returns

JANUARY 17, 2024

nytimes.com) Finance Institutional investors are gearing up to buy secondary stakes in startups. ft.com) With investment firms, Harvard Management Company is distinguishing itself from Harvard itself. newsletter.abnormalreturns.com) Mixed media The most important job of a startup CEO is hiring. ritholtz.com)

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Startup Financial Advising Insurance Media 239

Harness Wealth

FEBRUARY 26, 2023

Many of the insights below are ones that are understood well by second or third-time founders or startup veterans, who learned about these specific tax provisions from experience and are ready to implement them when they start their subsequent ventures. In this type of stock option, no stock pricing is required.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Abnormal Returns

MAY 24, 2023

semafor.com) Startups are using the Ukraine war as a test case for better, interative technologies. (noahpinion.blog) Global Shares in the Adani Group have bounced back from their Hidenburg Research lows. nytimes.com) Russia's neighbors increasingly disapprove of its 'leadership.'

Investing 190

Investing Investments Financial Advising Startup 190

Harness Wealth

APRIL 17, 2023

Equity compensation is a popular strategy used by startups to attract and retain top talent, and it can sometimes result in significant financial rewards for founders and employees alike. Pros and Cons of Tender Offers for Startup Employees Personal Financial Planning Considerations Frequently Asked Questions What is a Tender Offer?

Startup 52

Startup Taxes Risk Tolerance Consulting 52

Abnormal Returns

MARCH 15, 2024

bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. on.ft.com) When fund companies oversell the benefits of an investment. fortunesandfrictions.com) Food Mark Lore's startup Wonder is spending big to try to solve dinner.

Financial Advising 216

Financial Advising Food Startup Wealth Management 216

Harness Wealth

FEBRUARY 7, 2023

If you’re a startup employee, chances are you earn stock options or grants as part of your compensation package. Startups typically follow a three to four year vesting schedule, with shares gradually being distributed monthly after one full year on the job (that one-year mark is known as the cliff).

Startup 52

Startup Taxes Tax Planning Commission 52

Nerd's Eye View

MARCH 4, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Salesforce Financial Services Cloud highlights a new pre-built multi-custodial data feeds solution in its AppExchange, dubbed Attune and powered by BridgeFT, as the CRM provider seems to come 'downmarket' into mid-sized independent (..)

Startup 202

Startup Wealth Management Clients Portfolio 202

Abnormal Returns

JANUARY 12, 2023

noahpinion.substack.com) Genuine apologies from businesses are rare: the case of olive oil startup Graza. (bloomberg.com) Saudi Aramco claims to have the "lowest carbon" barrel of oil. ft.com) How Poland and Malaysia become "upper-middle class" quickly. wsj.com) Good luck trying to go plastic-free for a day, or even longer.

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Startup Investing Investments 130

Abnormal Returns

FEBRUARY 26, 2024

mrzepczynski.blogspot.com) Strategy Seven investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.' safalniveshak.com) Venture capital India's most valuable startup, Byjus, is a hot mess. (morningstar.com) Buffett's bet on Japanese trading companies is paying off. 2023 numbers.

Financial Advising 215

Financial Advising Startup Numbers Media 215

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.

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Startup Portfolio Management Valuation Assets 286

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 235

Valuation Financial Advising Startup Media 235

Abnormal Returns

OCTOBER 10, 2023

AI AI investment models can't explain how they do what they do. papers.ssrn.com) Why employees hired in the first year of a startup are so important. wsj.com) Global investing Do more honest countries outperform? msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs.

Portfolio Management 247

Portfolio Management Startup Portfolio Management 247

Abnormal Returns

OCTOBER 3, 2023

axios.com) Why bonds are once again a viable investment option. nytimes.com) Retail fixed income Apex Fintech Solutions is making fractional investments in corporate bonds and Treasuries available to individual investors. ft.com) When is a startup no longer a startup? morningstar.com) Why interest rates have been rising.

Startup 177

Startup Financial Advising Media Retail 177

Harness Wealth

FEBRUARY 27, 2023

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Abnormal Returns

MARCH 14, 2023

Strategy What investing lessons can we cull from the downfall of SVB? axios.com) Venture capital There's no way other banks will be as startup-friendly as SVB. news.crunchbase.com) Y Combinator is getting out of the business of late state investing. cnbc.com) VCs are beating the bushes to invest in AI startups.

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Startup Financial Guidance Financial Advising Media 191

Wealth Management

MARCH 15, 2024

Her Ark Investment Management is the lead tenant on a state-of-the-art startup incubator. (Bloomberg) -- Cathie Wood is a lot of things to a lot of people in St. Petersburg, Florida. She’s partnered with the local schoo

Startup 97

Startup Management Investing Investments 97

Abnormal Returns

FEBRUARY 13, 2024

marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. institutionalinvestor.com) IPOs These five startups, like SpaceX, should be public already, but aren't. (apolloacademy.com) Markets work: the case of lithium.

Financial Advising 223

Financial Advising Startup Retail Media 223

Abnormal Returns

SEPTEMBER 25, 2023

thereformedbroker.com) Startups Allocate raised a new round of capital to help bring VC investments to advisory clients. riaintel.com) Startup Alix is trying to streamline the estate administration process. (podcasts.apple.com) Future Proof A recap of Future Proof 2023 and what it is to come.

Startup 146

Startup Planning Clients Taxes 146

The Big Picture

JANUARY 19, 2024

 This week, we speak with Shomik Dutta , founder and managing partner at Overture , a venture capital firm focused on climate tech and sustainability startups. Dutta discusses why Climate Investing is a for-profit opportunity, and not as it is so often portrayed as “Woke Investing.”

Startup 169

Startup Investment Advisor Investing Investments 169

Harness Wealth

JANUARY 24, 2023

All three of these states have no state income tax, no tax on unearned or investment income, and high quality of life that cater to a variety of different lifestyles from skiing to sunbathing. The US territory offers attractive tax incentives on investment income through the Individual Investors Act.

Startup 52

Startup Tax Planning Taxes Planning 52

Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders ajackson Tue, 10/12/2021 - 08:00 The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. Another section of the IRC, Sec.

Startup 52

Startup Taxes Clients Planning 52

Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders. The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. for two years, then roll that investment over into QSBS stock in XYZ Corp.

Startup 52

Startup Taxes Clients Planning 52

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? alphaarchitect.com) What you get when you replicate the performance of an investment strategy. (alphaarchitect.com) Skew There's nothing magical about positive skew.

Startup 206

Startup Valuation Taxes Accounting 206

Abnormal Returns

FEBRUARY 16, 2024

(rationalreminder.libsyn.com) Finance Sloane Ortel and Ashby Monk talk with Joachim Klement about the death of small cap investment research and financial 'Cassandras.' podcasts.apple.com) Ted Seides talks with Magnus Grimeland, who is the CEO and founder of Antler, about building a a global startup platform.

Startup 222

Startup Economy Economics Banking 222

Abnormal Returns

NOVEMBER 22, 2023

bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." ft.com) Do you really want your target-date fund investing direct real estate? AI Sam Altman is back at OpenAI, but everything has changed.

Financial Advising 224

Financial Advising Startup Media Economy 224

Abnormal Returns

JANUARY 26, 2023

etf.com) Investment grade bonds are having a good start to the year. wsj.com) Startups Stripe is set to go public in the next twelve months. wsj.com) Startups are pulling out all the stops to avoid down-rounds. bloomberg.com) NEA is becoming a registered investment advisor.

Startup 196

Startup Financial Advising Investment Advisor Insurance 196

The Reformed Broker

MAY 19, 2023

This week, Michael Batnick, Morgan Housel, Chris Davis, and Downtown Josh Brown discuss the big wave of AI coming, the most important chart in the stock market, SVB insiders facing scrutiny, the worst startup investment ever, and much more! Listen here: Apple. The post Where is the Crash?

Startup 169

Startup Investing Investments Marketing 169

Abnormal Returns

NOVEMBER 17, 2023

newcomer.co) Venture capital Ted Seides talks venture investing with Rick Heitzman founder and Managing Partner of FirstMark Capital. youtube.com) Eric Newcomer, Max Child, and James Wilsterman choose among the AI startups. tegus.com) Sarah Samuels talks with Ted Seides about advice for investment professionals managing their careers.

Startup 216

Startup Media Investing Investments 216

Abnormal Returns

JANUARY 31, 2023

covestreetcapital.com) 20 lessons Seth Klarman learned from the GFC including 'Do not accept principal risk while investing short-term cash.' mailchi.mp) Startups The startup space is going through a collective cleanse. Strategy Everybody talks their book. Don't let the crypto angle fool you.

Startup 203

Startup Financial Advising Media Retirement 203

Abnormal Returns

SEPTEMBER 25, 2023

citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. (mrzepczynski.blogspot.com) Finance Zero-day options make up 50% of the S&P 500 options volume. ft.com) Betterment is closing two of its crypto strategies. axios.com) Post pandemic, Bowlero ($BOWL) is running into issues.

Financial Advising 234

Financial Advising Startup Economy Media 234

Abnormal Returns

FEBRUARY 2, 2024

youtube.com) Jim O'Shaughnessy talks immigration with Lisa Wehden and Minn Kim of startup Plymouth Street. capitalallocators.com) Barry Ritholtz talks with Tom Hancock, a partner at GMO LLC about quality investing and launching an ETF. infiniteloopspodcast.com) Matt Reustle talks with David Samra about the transformation of Samsung.

Startup 240

Startup Portfolio Assets Investing 240

Abnormal Returns

JANUARY 12, 2023

(slate.com) JP Morgan Chase JP Morgan Chase ($JPM) bought Frank, a student loan startup. cnbc.com) Startups Where Fidelity is marking down (and up) its startup investments. theinformation.com) Why have startups been unable to make a real dent in insurance? The lawsuits are now flying.

Startup 130

Startup Financial Advising Insurance Media 130