Discipline Funds

DECEMBER 17, 2024

I am referring to my explanation of “asset price inflation” relative to QE. I jokingly referred to this as assflation because how else can you respond to things that seem obviously wrong, except with a joke? This chart is wonderful as it breaks down the assets by valuation in a more granular manner. But are they?

Valuation 52

Valuation Assets Government Banking 52

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. abnormalreturns.com) Research links: historical references. blog.validea.com) Visualizing U.S. interest rates since 2020. visualcapitalist.com) Strategy The hardest part of investing is holding through tough times.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Trade Brains

JUNE 13, 2025

Promoter stake sales refer to situations where the founders or key shareholders (promoters) of a company reduce their ownership by selling shares either in the open market or through structured transactions such as an Offer for Sale (OFS) or block deals.

Manufacturing 76

Manufacturing Sales Investing Investments 76

Diamond Consultants

DECEMBER 16, 2024

As a result, its often incumbent upon the retiring advisor to either accept a discounted valuation for the book and/or show a great deal of flexibility in how their next gen ultimately takes the reigns of the business. But is that fair? After all, shouldnt the retiring advisors be compensated fairly for their lifes work?

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

Valuation 52

Valuation Banking Portfolio Communication 52

Advisor Perspectives

SEPTEMBER 14, 2024

Mr. Valuation and Professor Nathan Mauck, Phd. As Mr. Valuation, Chuck is a proponent of growth at a reasonable price, often referred to as GARP investing, and Professor Mauck is going to provide some insights into what that actually means. In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a.

Valuation 52

Valuation Investing Investments 52

The Big Picture

NOVEMBER 26, 2024

Bitcoin’s valuation technique is different from other crypto assets like Ethereum. What the halving refers to, Barry, is that every four years. It goes way down – is there a way of looking at these from a fundamental perspective? How do we value coins other than whatever their last trade was? It dropped in half.

Investing 147

Investing Investments Assets Retail 147

Trade Brains

APRIL 9, 2023

We will cover different types of ratios like valuation ratios, profitability ratios, liquidity ratios, efficiency ratios, and debt ratios. Valuation ratios are relative and are generally more helpful in comparing the companies in the same sector (apple to apple comparison). EV/EBITDA This is a turnover valuation ratio.

Valuation 98

Valuation Assets Sales Numbers 98

Random Roger's Retirement Planning

NOVEMBER 26, 2024

I saw a reference to HELO being identical to Simplify Hedged Equity (HEQT). Valuation as a tool for timing anything has a lousy track record. That seems about right and in HELO's lifetime both it and HEQT have had better upcapture than JEPI.

Assets 52

Assets Valuation Taxes Portfolio 52

Discipline Funds

SEPTEMBER 22, 2023

This refers to the strategy where you just move everything into T-Bills and “chill” 1 This move sounds increasingly enticing. These are the highest rates we’ve seen since the mid-2000s so it’s a welcome change from the 10 years of ZIRP (zero interest rate policy). After all, 5.5%

Portfolio 136

Portfolio Assets Insurance Investing 136

Random Roger's Retirement Planning

DECEMBER 16, 2022

The 4% rule of course refers to the percentage that can be safely withdrawn from portfolio assets for a sustainable retirement (not running out of money). The 4% has always made sense to me as a frame of reference but I have repeatedly crapped all over the "increase that amount by the rate of inflation" for a couple of reasons.

Retirement 74

Retirement Retirement Planning Healthcare Numbers 74

Carson Wealth

JUNE 17, 2024

There is a more cyclical element related to valuations, but over time the impact of valuations tends to average out to near flat. The most well-known valuation measure is the price-to-earnings ratio (P/E), which captures the amount investors are willing to pay for a dollar of current earnings as a kind of proxy for long-term earnings.

Marketing 86

Marketing Marketing Valuation Economy 86

Advisor Perspectives

DECEMBER 1, 2023

Mr. Valuation will explain the concept of a P/E ratio as a valuation reference using FAST Graphs for evaluating stock prices. In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a.

Valuation 40

Valuation 40

James Hendries

AUGUST 23, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. All index data from FactSet.

Marketing 98

Marketing Marketing Sales Economy 98

Darrow Wealth Management

OCTOBER 21, 2024

Cash in exchange for your shares Again, refer to the terms of the deal! For example, in the Takeda acquisition of Shire, awards were converted on a predetermined valuation outlined in the terms of the deal. Please refer to the media page for more information and links to published works.

Taxes 116

Taxes Wealth Management Planning Media 116

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Blood pressure – Blood pressure refers to the amount of force the heart must use to pump blood throughout the body. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 52

Marketing Marketing Taxes Economics 52

Harness Wealth

APRIL 30, 2025

Setting clear financial goals and obtaining realistic business valuations early in the process helps you understand how timing impacts both taxes and overall returns. Family Limited Partnerships FLPs enable the gradual transfer of ownership to family members while utilizing valuation discounts for the lack of marketability or control.

Taxes 52

Taxes Planning Tax Planning Sales 52

The Big Picture

MAY 20, 2025

One you referred to is aggressive investors and as the name would indicate, it has high 00:16:35 [Speaker Changed] Beta, 00:16:35 [Speaker Changed] A very well high beta, but very high exposure to the factors that we want, that we believe in. I mean, and I immediately got the 80 20 rule. 00:16:42 [Speaker Changed] So high active share.

Management 130

Management Numbers Transportation Accounting 130

Walkner Condon Financial Advisors

FEBRUARY 24, 2022

A drop of more than 20% is referred to as a bear market. This helps to illustrate the fact that market corrections are common over most periods of time and should be viewed as the market resetting stock valuations back to a more fundamental level. What is a Market Correction?

Marketing 52

Marketing Marketing Valuation Risk Tolerance 52

Brown Advisory

JANUARY 19, 2023

at year-end can largely explain the compression in valuation, especially for higher multiple equities, primarily during the first half of the year. P/E calculations presented use FY2 earnings estimates; FY1 estimates refer to the next unreported fiscal year, and FY2 estimates refer to the fiscal year following FY1. by year-end.

Clients 98

Clients Economy Economics Marketing 98

Zajac Group

JANUARY 24, 2025

Generally speaking, a tender offer refers to a bid or offer to purchase shares of a corporation. In terms of equity compensation, a tender offer can refer to an organized transaction that allows shareholders of private company stock to sell before an initial public offering (IPO).

Taxes 52

Taxes Portfolio Planning Investing 52

The Irrelevant Investor

MAY 6, 2018

By James Mackintosh Investors tend to exhibit an aversion to non-transparent strategies that have significant tracking error to their reference benchmarks. By Corey Hoffstein I try to avoid giving unsolicited advice to billionaires.

Valuation 52

Valuation Retail Portfolio Marketing 52

Trade Brains

JUNE 26, 2024

High Valuations and Sector Underperformance which Disappointed FIIs Most of the FIIs sold Indian stocks due to high valuation concerns and sector-wise underperformance. The primary valuation concern was that Indian stocks run ahead of fundamentals, leading to high valuations. February -1538.88 March 35098.32 May -25586.33

Valuation 59

Valuation Economy Banking Economics 59

Darrow Wealth Management

SEPTEMBER 7, 2023

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. Most companies go public at their highest historical valuation. Please refer to the media page for more information and links to published works.

Wealth Management 85

Wealth Management Taxes Tax Planning Valuation 85

Random Roger's Retirement Planning

FEBRUARY 9, 2023

He was referring to one of the mutual funds managed by John Hussman. It doesn't look like we're going to get to an extreme panic level for the S&P 500 on this event but as an example, with equities down 40%, you don't need as much protection from gold as when the stock market is at all time highs combined with sky high valuations.

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

Harness Wealth

APRIL 30, 2025

The IRS carefully scrutinizes these deductions to ensure compliance with strict valuation and documentation requirements. Harness Tax LLC is affiliated with Harness Wealth Advisers LLC, collectively referred to as “Harness Wealth” Harness Wealth Advisers LLC is a paid promoter, internet registered investment adviser.

Compliance 52

Compliance Taxes Accounting Consulting 52

Brown Advisory

DECEMBER 14, 2017

Today, we see this happening with the so-called “FANG” stocks—Facebook, Amazon, Netflix and Google (now Alphabet—for consistency we will refer to the company as Google throughout this piece). Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

Valuation 52

Valuation Advertising Clients Investing 52

Brown Advisory

DECEMBER 14, 2017

Today, we see this happening with the so-called “FANG” stocks—Facebook, Amazon, Netflix and Google (now Alphabet—for consistency we will refer to the company as Google throughout this piece). Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks. False Connections.

Valuation 52

Valuation Advertising Clients Investing 52

Brown Advisory

OCTOBER 28, 2016

While the factors above have buoyed dividend-rich stocks this year, such stocks now pose a rising risk in portfolios for several reasons: Their valuations have stretched beyond what is justified by the fundamentals in many cases. Cause for Caution: Why Dividend-Rich Stocks Pose A Greater Risk Stretched Valuations. Passive Inflows.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

While the factors above have buoyed dividend-rich stocks this year, such stocks now pose a rising risk in portfolios for several reasons: Their valuations have stretched beyond what is justified by the fundamentals in many cases. Stretched Valuations. billion, nearly double the $367.3 billion in assets they held in 2011. Conclusion.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

James Hendries

AUGUST 3, 2022

We still expect a growing economy, steady, if not solid, earnings gains ahead, and stable interest rates to fuel higher stock prices, although further gains will be more difficult to achieve given the time it will take for inflation to come down enough for the Fed to more strongly signal a pause and higher valuations.

Marketing 98

Marketing Marketing Economy Valuation 98

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Sales Investing 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. This makes ratios like the P/E ratio dangerous as a valuation tool. Wed, 04/18/2018 - 11:03.

Valuation 52

Valuation Portfolio Sales Investing 52

Brown Advisory

FEBRUARY 15, 2019

But the drop in valuations experienced at year’s end, alongside higher bond yields, offer a foundation for better long-term return expectations across most asset classes. This is also a fitting moment to review the intersection of risk and valuation. Entering 2019, we face rising economic, political and market risks. In non-U.S.

Valuation 52

Valuation Clients Portfolio Assets 52

Harness Wealth

MARCH 27, 2025

Private equity assets are illiquid, requiring complex negotiations and valuations, in contrast to readily priced mutual funds. Harness Tax LLC is affiliated with Harness Wealth Advisers LLC, collectively referred to as “Harness Wealth” Harness Wealth Advisers LLC is a paid promoter, internet registered investment adviser.

Taxes 52

Taxes Tax Planning Assets Compliance 52

James Hendries

JANUARY 13, 2023

economy to avoid recession, and support above-average valuations. The relationship between inflation and stock valuations is a strong one, as shown in Figure 2 , which meant the market could no longer support price-to-earnings (P/E) ratios over 20 (the same goes for the relationship between interest rates and stock valuations).

Marketing 52

Marketing Marketing Valuation Banking 52

Darrow Wealth Management

FEBRUARY 24, 2025

The reason is simple: if the valuation keeps going up, so does the spread above your strike price. The spread between the fair market value (FMV) of the stock at exercise (typically the 409a valuation) and the strike price is income for AMT purposes. Stock price/valuations decline.

Taxes 67

Taxes Startup Valuation Wealth Management 67