The Big Picture

DECEMBER 19, 2024

Then the Trader said, “Let companies emerge to bring forth profits: firms yielding dividends and startups yielding disruption, each according to their kind.” The Trader then created the Broker to manage the trades and the Investor to allocate capital. ” And it was so. Trade responsibly, for the Market is fragile.”

Startup 230

Startup Portfolio Marketing Marketing 230

Wealth Management

MAY 21, 2025

Open, honest and candid discussion about Empower adding private markets to TDFs, startup adding leveraged financing to retirement plans, the growing wave of forfeiture cases and ways to deal with the IRA rollover problem.

Retirement Planning 158

Retirement Planning Startup Retirement Planning 158

Abnormal Returns

FEBRUARY 20, 2025

linkedin.com) Fund management If anybody is going to bridge the private-public markets gap it will be Blackrock ($BLK). fastcompany.com) AI has changed how startups are built. Companies It feels like Apple ($AAPL) is 'stuck in a rut.' bloomberg.com) Even when used as prescribed, leveraged ETFs are imperfect instruments.

Startup 162

Startup Manufacturing Media Economy 162

Wealth Management

MAY 20, 2025

Fintech startup Seeds secures funding to develop technology that helps financial advisors create personalized investing experiences and streamline operations.

Investments 183

Investments Investing Startup Financial Advisor 183

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.

Startup 52

Startup Taxes Tax Planning Transportation 52

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. billion in assets under management. Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments.

Startup 167

Startup Portfolio Management Management Portfolio 167

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.

Startup 59

Startup Compliance Financial Services Banking 59

Abnormal Returns

DECEMBER 2, 2024

(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. riabiz.com) Morgan Stanley's ($MS) wealth management division apparently prioritized assets over vetting clients.

Clients 124

Clients Wealth Management Financial Planner Startup 124

Abnormal Returns

DECEMBER 3, 2024

Fund management There is no escaping the math on leveraged ETFs. techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation.

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 63

Taxes Startup Compensation Planning Sales 63

Trade Brains

OCTOBER 29, 2024

Emerging Mining Startups The cryptocurrency mining sector in India remains in its early stages, with only 15 registered mining startups currently operating. Meanwhile, other startups focus on developing energy-efficient mining protocols. are their own, and not that of the website or its management.

Startup 52

Startup Portfolio Distribution Retail 52

Abnormal Returns

APRIL 30, 2025

news.crunchbase.com) Fund management Target-date funds do what they say they do. theatlantic.com) During periods of chaos, nimble startups have a leg up. (axios.com) Exchanges Europe's stock market is shrinking due to M&A. giftarticle.ft.com) How NYSE Chicago/Texas makes money. joesaluzzi.substack.com) SPACs are bouncing back.

Startup 162

Startup Financial Advisor Media Government 162

Trade Brains

JULY 14, 2025

Mumbai, July 14, 2025: DSP Asset Managers (DSP AM) has joined hands with Cybrilla to become one of the first mutual fund companies to go live on the Open Network for Digital Commerce (ONDC). The Network’s open design lets more distributors—including local entrepreneurs and fintech startups—offer mutual funds to a wider audience.

Assets 59

Assets Management Distribution Retail 59

The Big Picture

DECEMBER 4, 2024

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. Perhaps they have some founder stock from a startup. The fund runs 15 ETFs and manages nearly 3 billion in assets. Maybe it’s due to employee stock option plans.

Taxes 130

Taxes Portfolio Accounting Math 130

Nerd's Eye View

JULY 7, 2025

market while differentiating on its AI-driven "Strategic Advice Manager" that automatically suggests (and even recommends) planning strategies based on client inputs – which could serve as an interesting test as to whether U.S.

Planning 100

Planning Financial Planning Startup Clients 100

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. Why Were Indian Unicorns Largely Foreign Owned?

Startup 52

Startup Retail Government Economics 52

WiserAdvisor

JUNE 16, 2025

This is why you need to have high-net-worth investment management techniques up your sleeve that focus on preserving your wealth. Hiring a wealth manager can be helpful in getting personalized guidance suited to your situation. Real estate risk management: Your primary residence, commercial properties, etc.,

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Harness Wealth

APRIL 17, 2025

Modern digital receipt-tracking applications have made this process more manageable, enabling busy business owners to maintain compliant records without incurring excessive administrative burdens. Whether you’re a high earner, a startup employee, or a private investor, simplify your taxes today.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Yardley Wealth Management

JULY 9, 2025

appeared first on Yardley Wealth Management, LLC. This made Nasdaq more appealing to startups and other fledgling businesses, including high-tech startups like Intel in 1971, Apple in 1980, and Google in 2004. appeared first on Yardley Wealth Management, LLC. How Much Do You Really Know About Stock Market Indexes?

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

Harness Wealth

APRIL 17, 2025

These sponsors manage the complex mechanics that make DAFs work seamlessly for you. DAFs can serve as sophisticated tax management tools. When managed strategically, investments within your donor-advised fund can potentially multiply your charitable impact by two or three times.

Taxes 52

Taxes Tax Planning Distribution Assets 52

Harness Wealth

JULY 14, 2025

Some of the more popular alternative investment types include: Hedge funds: Privately managed investment funds that often employ sophisticated trading strategies. Venture capital: Funding provided to early-stage, high-growth potential startups. Limited Partnerships (LPs) Private equity and hedge funds often use the LP structure.

Taxes 52

Taxes Investments Investing Assets 52

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

Yardley Wealth Management

DECEMBER 3, 2024

The post Choosing the Right Business Structure: A Financial Planner’s Guide appeared first on Yardley Wealth Management, LLC. This choice affects taxes, liability, management, and operational flexibility. Limited Partnership: Some partners have limited liability and less management involvement.

Financial Planner 40

Financial Planner Compliance Taxes Wealth Management 40

The Big Picture

JULY 1, 2025

She runs their private internal fund, about $108 billion that she manages primarily in fixed income, private credit, a variety of other assets. So it felt like going from a well-established company to a startup. So if you think about what you learn as a consultant, first of all, you observe a lot of management teams, right?

Investments 144

Investments Investing Consulting Insurance 144

Abnormal Returns

MARCH 20, 2025

johnwallstreet.com) Venture capital Balyasny Asset Management is launching a dedicated venture capital vehicle. institutionalinvestor.com) The fintech startups that could go public. (theverge.com) Apple TV+ Apple ($AAPL) is reportedly losing some $1 billion a year on streaming content.

Startup 130

Startup Media Retail Economy 130

WiserAdvisor

MAY 29, 2025

Growth investors look for companies that are expected to grow revenues and profits at an above-average rate such as tech firms, innovation-driven startups, and companies expanding into new markets. Growth investing : If youre willing to take on slightly more risk for the potential of higher returns, growth investing may be a good strategy.

Accounting 59

Accounting Wealth Accumulation Risk Tolerance Investing 59

Harness Wealth

NOVEMBER 12, 2024

Donor-Advised Fund A donor-advised fund (DAF) is a charitable giving account managed by a public charity, enabling donors to make contributions and receive a tax deduction immediately. A CRT allows the taxpayer to manage assets, have control over the timing of deductions, and support philanthropic goals.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 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. You said and service Service exactly what a fast growing startup needs.

Banking 130

Banking Economy Startup Marketing 130

Harness Wealth

APRIL 16, 2025

Understanding tax implications of acquisitions is vital for startups exploring mergers and acquisitions. The inheritance of historical tax obligations in stock deals creates significant risk management challenges. Tax implications vary, with potential capital gain recognition for target shareholders based on cash received.

Taxes 52

Taxes Tax Planning Startup Compliance 52

Cordant Wealth Partners

NOVEMBER 18, 2024

To simplify your giving process Managing multiple charitable donations throughout the year can be administratively burdensome. Real-World Example: Sarah's Story Sarah, a senior software engineer at a successful startup, received stock early in her tenure with the company.

Taxes 52

Taxes Tax Planning Nonprofit Accounting 52

Harness Wealth

APRIL 17, 2025

The Child and Dependent Care Credit helps working parents manage childcare costs through a non-refundable credit worth up to 35% of qualifying expenses. Managing complex taxes shouldn’t be a burden. At Harness , we offer a modern tax solution tailored for high earners, startup employees, and private investors.

Taxes 52

Taxes Tax Planning Education Medical 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.

Investments 130

Investments Investing Startup Wealth Management 130

Trade Brains

JULY 17, 2025

Trade Bitcoin daily, manage a DeFi fund, or simply hold long-term; your gains remain untouched. Consequently, it aims to attract miners, startups, and nomads seeking ultimate freedom. Together, they offer unmatched clarity for startups, VCs, and established giants. It levies absolutely no personal income tax.

Taxes 59

Taxes License Assets Startup 59

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. are their own, and not that of the website or its management.

Valuation 52

Valuation Startup Sales Planning 52

Trade Brains

JUNE 17, 2025

Awfis Space Solutions Limited is engaged in providing a wide range of flexible workspace solutions ranging from individual flexible desk needs to customised office spaces for startups, small and medium enterprises, as well as for large corporates and MNCs. are their own, and not that of the website or its management. on Wednesday.

Electronics 59

Electronics Startup Distribution Investing 59

Clever Girl Finance

APRIL 22, 2025

When people are unsure about how to manage their money, protect their investments, or plan for the future, they turn to experts for guidance. You dont have to be managing million-dollar portfolios either. Freelancing, virtual assistance, tutoring, pet care, and digital marketing services all require minimal startup costs.

Economy 68

Economy Food Healthcare Economics 68

WiserAdvisor

JUNE 18, 2025

These are usually younger companies, such as startups, that are still growing and finding their footing in the market. usually offer higher rental yields, but they can also require more capital and a little more experience and time to manage the investment. This is the segment you can explore for long-term investing.

Investments 59

Investments Investing Taxes Risk Tolerance 59