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Unlocking Estate Planning Potential with Carried Interest

Wealth Management

Anthony Venette , Manager, Valuation Services , Withum July 30, 2025 5 Min Read The passage of recent tax legislation has brought welcome clarity to estate planners and private investors alike. The key is not just to identify the opportunity but also to execute the valuation and structure it with discipline and precision.

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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

Also in industry news this week: While the estate tax exemption is slated to rise to $15 million in 2026 under Republican-proposed legislation, estate planning will remain a key topic for advisors and their clients across the wealth spectrum, from managing possible state estate tax exposure to ensuring that clients’ end-of-life preferences are (..)

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Stocks that are currently trading in the oversold zone with RSI less than 30

Trade Brains

Many fundamentally strong Nifty 50 stocks are now trading at attractive valuations, For long-term investors, this dip could provide a chance to accumulate quality stocks at lower prices, particularly those with strong financials, solid growth prospects, and market leadership. Share Price: The shares of Hindustan Unilever are trading at Rs.

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Weekly Market Insights: November 25th, 2024

Cornerstone Financial Advisory

Disappointing earnings on Tuesday from a large box retailer held back some gains in the broader S&P 500. 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.

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At the Money: Matt Hougan on Responsible Crypto Investing

The Big Picture

And find the entire musical playlist of At the Money on Spotify Responsible Crypto Investing Matt Hougan How should retail investors responsibly think about crypto? I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

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Five High Free Cash Flow Yield Stocks That Pass the Strategies of Legends

Validea

Combining high free cash flow yield stocks with the fundamental criteria of Validea’s guru models, which are based on the strategies of Wall Street legends like Warren Buffett, Peter Lynch and Martin Zweig can help find fundamentally sound stocks that trade at discounted valuations. What is Free Cash Flow Yield?

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Monday links: stablecoin mania

Abnormal Returns

(ft.com) Why you should expect more retail-focused alternative investment offerings. axios.com) AI How Thinking Machines Lab raised $2 billion at at $10 billion valuation. wealthmanagement.com) Why Vanguard is restructuring its asset management group. thinkadvisor.com) FICO credit scores will now include BNPL data.