Clever Girl Finance

SEPTEMBER 11, 2023

Diversifying includes broadening your investment portfolio to include highly liquid investments. Table of contents What is the definition of liquidity? Highly liquid investments 101 Why are highly liquid investments important? What is the most liquid investment? What is liquid vs non liquid investments?

Investing 72

Investing Investments Accounting Assets 72

The Big Picture

JANUARY 24, 2024

via direct indexing, effective tax policy, a net migration of taxpayers at the upper end, just reduce taxes for everybody, cutting taxes for individuals and businesses, tax. They’ve become more popular because you get to keep more of your net after-tax returns. How can you maximize your net? Equity returns.

Taxes 234

Taxes Portfolio Wealth Management Management 234

Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Assets 180

Assets Clients Portfolio Asset Allocation 180

Abnormal Returns

DECEMBER 13, 2022

demystifyingmarkets.com) Companies SpaceX is said to be worth $140 billion. wsj.com) Finance Going into year-end, a slew of SPACs are either liquidating or holding votes to extend their lives. citywire.com) ESG Why net-zero and indexing don't necessarily mesh. (youngmoney.co) Vishal Khandelwal, "The stock market is not a casino."

Financial Advising 130

Financial Advising Startup Media Economy 130

The Big Picture

JULY 6, 2023

The Verge ) • Exploiting the wonderfully weird overnight drift of stocks : In practice the anomaly is impossible to easily exploit because of trading costs (liquidity is much lower overnight, and one-day holding periods would make it a high-turnover strategy). But I already miss the places that felt like everyone was there. (

Asset Allocation 211

Asset Allocation Commission Distribution Assets 211

Steve Sanduski

FEBRUARY 6, 2023

” Pam says that individual need is more important than a specific level of net worth when it comes to identifying potential clients. I asked Pam about the mindset needed to work with the ultra-high-net-worth and she said her team focuses on the common themes and challenges that apply to clients of all sizes.

Clients 98

Clients Risk Tolerance Portfolio Budgeting 98

Mish Talk

NOVEMBER 9, 2022

That leaves Sam Bankman-Fried's net worth at about $1 billion, down from $15.6 Up until a year ago, Bitcoin's entire life was in a declining interest rate, massive central bank liquidity push environment. Both the Bitcoin speculative high and ARKK speculative high came in a Fed QE liquidity surge. That tide is going out.

Valuation 306

Valuation Marketing Marketing Banking 306

Clever Girl Finance

FEBRUARY 6, 2023

Since the common wisdom is to save 3-6 months’ worth of bills and expenses in your emergency fund, this ratio reflects that! Put simply, liquid assets refer to (A) cash or (B) other financial assets you can quickly convert into cash. Money in a checking, savings, or also money market account is highly liquid.

Numbers 75

Numbers Assets Retirement Budgeting 75

Validea

OCTOBER 20, 2022

Hedge funds are typically considered a place where high net worth investors can invest in sophisticated investment strategies that the average investor doesn’t have access to. More and more strategies that have typically been deployed via hedge funds can now be accessed via liquid, lower fee vehicles like mutual funds and ETFs.

Investing 59

Investing Investments Management 59

MarketWatch

MARCH 17, 2023

The financial services and discount brokerage giant said Friday that it has seen “strong” inflows from clients in the past week, as it added a net $16.5 A number of Schwab’s executives and directors have put their money where those beliefs come from, as they have bought a total of nearly $7 million worth of shares over the past week.

Assets 75

Assets Financial Services Banking Accounting 75

BlueMind

NOVEMBER 24, 2022

The demands of high-net-worth clients are no small feat and can be challenging and daunting to deal with, to say the least. Trust Insights on Wealth and Worth ,” a survey of high net-worth investors, found that 50% considered growing their assets a higher priority than preserving them. In fact, the 2017 U.S.

Clients 98

Clients Insurance Financial Advisor Assets 98

Trade Brains

JANUARY 24, 2023

Suzlon Energy – Financials Revenue & Net Profit The revenue and net profit of Suzlon Energy have been volatile over the past few years. In FY20, it registered a whopping net loss of Rs 2,684 crore. For instance, it reported a net profit of Rs 104 crore in FY21. Fiscal Year OPM (%) NPM (%) 2022 9.90 -2.52

Manufacturing 98

Manufacturing Sales Management Accounting 98

Trade Brains

JANUARY 26, 2024

Best Midcap Stocks with High Net Profit Margin : Mid-cap stocks are companies whose market cap ranges between Rs 16800 and Rs 48900 crores. A high net profit margin (NPM) reflects that a company can efficiently control its costs and sell its goods or services at a much higher price than its costs. Stock P/E 60.18 crores (37%) to ₹1359.30

Retail 105

Retail Assets Accounting Management 105

Darrow Wealth Management

JUNE 14, 2023

For example, the tax laws and distribution terms for an inheritance is quite different to the tax and liquidity considerations during an IPO. When someone experiences a life-altering financial windfall or increase to their net worth, it’s often called a sudden wealth event. What is sudden wealth? What is sudden wealth?

Management 82

Management Wealth Management Wealth Advisor Taxes 82

Park Place Financial

MARCH 16, 2022

FINANCIAL PLANNING 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Unlike average investors, high-net-worth individuals (HNWIs) typically utilize accumulated assets and a constant income stream to pay for their future expenses.

Financial Planner 52

Financial Planner Estate Planning Certified Financial Planner Retirement Planning 52

WiserAdvisor

AUGUST 8, 2022

Financial planning for high-net-worth individuals can be a bit more complicated than the rest. High-net-worth individuals have a net worth of $1 million or above. Ultra and very high-net-worth individuals may also have assets valued at more than $5 million and $30 million. to create wealth.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Random Roger's Retirement Planning

DECEMBER 26, 2023

The important takeaway is that liquidity providers know when funds need to come to market to sell calls. Advisors and investors need to figure out whether the extra expense is worth whatever they are getting out of more complex strategies/funds. The study we did with VOO/QGMIX is net of everything.

Portfolio 59

Portfolio Accounting Retirement Marketing 59

Validea

MAY 5, 2023

But as that liquidity drains out, it’s much more difficult to keep those problems in the dark. That’s when activist investors move in, seeking out companies that are underperforming in sales growth, valuation, net margin, and 2-year stock performance, according to research from Goldman Sachs that is cited in the article.

Valuation 52

Valuation Economy Economics Banking 52

WiserAdvisor

JUNE 6, 2023

High-net-worth individuals who possess a significant number and value of assets and complex financial portfolios may find it hard to manage their finances. However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally.

Estate Planning 52

Estate Planning Planning Taxes Insurance 52

Walkner Condon Financial Advisors

MAY 1, 2023

Although the focus of this blog post is around private, “pre-IPO” companies, it is worth a quick mention that after an IPO, a company typically emphasizes RSU grants over option grants, and there will usually be a more regular cadence (e.g. The fair market value of the stock, based on its 409(a) valuation , is worth $20/share.

Taxes 98

Taxes Startup Valuation Planning 98

Aleph

MARCH 25, 2023

One final note: 80% of my total net worth, and 95% of my liquid net worth are invested in the strategies in which my clients are invested. You might do better with value stocks, foreign, emerging market, and small stocks, but this is still an awkward time to be long the winners of the last bull phase of the market.

Assets 64

Assets Banking Valuation Food 64

Random Roger's Retirement Planning

APRIL 21, 2024

If you don't want to hire an advisor, don't, just realize there really are a lot of mistakes to potentially make, it is worth it to invest the time needed to avoid those potential mistakes. DXYZ came out of the starting blocks and immediately jumped to a massive premium to its net asset value (NAV). and $105.00. DXYZ charges 2.5%.

Investing 46

Investing Investments Retirement Insurance 46

Darrow Wealth Management

OCTOBER 1, 2022

Paying off your mortgage early may reduce costs in retirement, but it also reduces liquidity. Using extra income or savings to pay down a mortgage faster moves your most liquid asset (cash) into a very illiquid asset (your home). It’s also worth considering the after-tax cost of debt and net return on an opportunity cost investment.

Retirement 81

Retirement Taxes Math Wealth Management 81

Trade Brains

NOVEMBER 18, 2023

Net Profits of the Company have increased by 42.8%, increasing from Rs. The Company has increased its Net Profits at the rate of 61.53% CAGR in the past 3 years. Alongside revenue growth, we see signs of Margin expansion as Net Profit is increasing at a much faster rate. The Company has Contract Assets worth Rs.

Engineering 115

Engineering Assets Clients Manufacturing 115

Trade Brains

FEBRUARY 15, 2024

Eligibility Earlier, High Net worth Individuals and financial institutions were permitted to purchase these in India, while retail investors were eligible for government bonds. The inclusion of retail investors in recent times will certainly add more value, exposure to investors, and liquidity to the system. 1,300 crore.

Government 59

Government Retail Startup Investing 59

Tobias Financial

SEPTEMBER 29, 2022

Life Insurance may be necessary depending on your particular financial situation, whether that be income replacement, debt payoff, or liquidity for an estate tax event. High net worth individuals with taxable estates. Life Insurance may be necessary if there are insufficient assets to maintain the lifestyle of dependents.

Insurance 52

Insurance Financial Planning Wealth Advisor Financial Advisor 52

WiserAdvisor

MARCH 2, 2023

million people in the country with a net worth of over $1 million, 9630 with a net worth of over $100 million, and 770 with a net worth of over $1 billion. High-net-worth individuals usually have a higher risk tolerance than others, which opens up several investment options apart from stocks and bonds.

Investing 52

Investing Investments Risk Tolerance Financial Advisor 52

Trade Brains

JANUARY 25, 2024

CG Power – Financials Revenue and Net Profit The company’s revenue from operations stood at Rs. Net profit of continuing operations for FY23 stood at Rs. Net profits have fluctuated over the years, from a loss in FY19 and FY20 to a profit in later FY21. The net profits for FY22 and FY23 include Rs. Net Profit (Cr.)

Planning 59

Planning Manufacturing Engineering B2B 59

Trade Brains

FEBRUARY 6, 2024

The reason behind the reduction in Net Losses has been the reduction in purchase expenses. The Company has a return on Net Worth of just 3.36%. Huge Working Capital Environment: The Company operates in a business that requires huge working capital investments, which has led to the Company taking on debt to maintain liquidity.

Healthcare 59

Healthcare B2B Pharmaceutical Manufacturing 59

Trade Brains

JANUARY 29, 2023

The order book also includes 2100 buses worth ~Rs. Further, it bagged an order for supplying 100 electric buses worth ₹ 151 crores to the Assam State Transport Corporation, in September 2022. This is in line with the goal to achieve net zero carbon emissions by 2070. Net Profit Margin 5.96% EPS (₹) 6.66 Current Ratio 2.37

Manufacturing 98

Manufacturing Transportation Government Sales 98

Park Place Financial

SEPTEMBER 8, 2022

For instance, a high net worth individual requires an advisor who understands their complex financial situations. In this context, a wealthy person has over $1 million in liquid — or easy-to-access — resources. . 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual. RELATED BLOG POSTS.

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Harness Wealth

MARCH 18, 2022

What will it be worth? How much will I be able to net after taxes? In some scenarios both share types may be worth the same value. For RSUs , they may not vest until the company has a liquidity event. What will it be worth? How much will I be able to net after taxes? How does company equity work?

Valuation 52

Valuation Taxes Tax Planning Startup 52

Harness Wealth

MAY 31, 2022

If most of her net worth is concentrated in equity holdings, should she put her investable assets in lower risk investments? If she needs liquidity in a few years, but most of her assets are tied up in illiquid investments, where does she find it? Would an advisor help her think through these decisions better?

Startup 52

Startup Asset Allocation Taxes Accounting 52

Good Financial Cents

FEBRUARY 16, 2023

Let’s say, for example, you have a $100,000 net worth and decide to put 15% into alternatives. Cons of investing in art: Lack of liquidity: It can be difficult to sell art quickly, and the value of art can be hard to determine. This lack of liquidity can make it difficult to access your money if you need it.

Portfolio 83

Portfolio Investing Investments Assets 83

Trade Brains

JANUARY 2, 2024

With an estimated worth of over $222 billion, the Indian automotive industry contributes 8% to the country’s total exports and accounts for 7.1% Minda Corporation Vs Pricol – Financials Revenue & Net Profit Minda Corp reported a Revenue of Rs. 9% YoY Growth (%) -11% 13% 9% 26% Minda’s Net Profits increased from Rs.

Planning 59

Planning Manufacturing Electronics Government 59

Trade Brains

NOVEMBER 15, 2023

Industry Analysis The Indian agrochemical industry is already worth $6 billion in 2023 and is expected to grow at an 8% CAGR from 2024 to 2032, reaching $9.82 PI Industries Vs UPL Limited – Financials Revenue and Net Profit PI Industries recorded a 22.5% 31.61% YoY Growth (%) -6.09% 18.95% -1.30% 18.97% UPL Ltd - Net Profit (Cr.)

Planning 59

Planning Distribution Investing Investments 59

Validea

AUGUST 22, 2023

or higher to determine short-term liquidity, but didn’t specify a ratio requirement for utility firms. When looking at long-term debt, it shouldn’t be more than the working capital or net current assets at an industrial firm. Graham used various screenings for financial health for different industries. Moderate Price-Earnings Ratio.

Investing 52

Investing Investments Assets Accounting 52