Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)

Financial Planner

Nerd's Eye View

DECEMBER 23, 2022

”, a series of measures that will have significant impacts on the world of retirement planning. While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023.

Financial Planner

Nerd's Eye View

OCTOBER 4, 2024

Also in industry news this week: A recent survey found that while 1/3 of advisory firms are currently using AI tools, another 1/3 are fearful of doing so, indicating that while some firms are eager to be early adopters of this technology, others are taking a wait-and-see approach, perhaps as regulation surrounding this technology evolves over time (..)

Financial Planner

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Read More.

Financial Planner

The Big Picture

MARCH 6, 2023

Venture-capital investments are plunging, along with valuations of prepublic companies. Lawmakers are trying to restrict these investment choices in workplace retirement plans, but big fund managers are trying to give shareholders a voice. ( The Justice Department just can’t stop filing antitrust suits against Google.

Retirement Planning

The Big Picture

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” Let’s consider another question, this one on U.S.

Distribution

Random Roger's Retirement Planning

DECEMBER 16, 2022

A few things from the last couple of days all with the theme of retirement planning mistakes to avoid. The 4% rule of course refers to the percentage that can be safely withdrawn from portfolio assets for a sustainable retirement (not running out of money).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 increase in bond yields is also a valuation call.

Retirement

The Irrelevant Investor

NOVEMBER 12, 2015

In it, he discusses the efficacy of using valuations, specifically the CAPE ratio, to help time the market. One thing Asness addresses is the valuation drift upward which U.S. He then addresses the oft-heard argument that this valuation drift is a secular change. stocks have experienced over the last century. In 1902, U.S.

Valuation

Fortune Financial

MARCH 5, 2024

A 401k is a company-sponsored retirement plan that allows employees to elect contributions to be withheld from their wages and salaries and deposited into an investment account. It is named after a section of the Internal Revenue Code that provides regulations for these types of retirement plans. What is 401k?

Retirement Planning

Park Place Financial

JULY 6, 2022

RETIREMENT PLANNING The Impact of Public Retirement in Texas Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Current and upcoming rulings are changing public retirement for Texans. Current and upcoming rulings are changing public retirement for Texans. What Is Texas HB 3898?

Retirement

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. Deferral of required retirement plan distributions.

Strategic Planning

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. Deferral of required retirement plan distributions.

Strategic Planning

Nationwide Financial

FEBRUARY 1, 2023

These recurring shifts in the composition of the benchmark stock Index can offer insight into how different factors, such as cyclicality, long-term growth potential, and valuation, may impact stock performance in the future. The outsized influence of tech company earnings on the S&P 500 is important to understand.

Valuation

Darrow Wealth Management

MARCH 31, 2023

Retirement accounts: IRAs vs 401(k)s. To split a workplace retirement plan like a 401(k), 403(b), or a pension plan, a court-issued document called a qualified domestic relations order (QDRO) is required. Here’s a checklist of post-divorce financial planning moves.

Financial Planning

International College of Financial Planning

NOVEMBER 10, 2021

In this course program, you’d be trained in concepts such as capital budgeting, risk management, and option valuation to name a few. Retirement Planning Course – Retirement planning is gaining huge popularity among Indians.

Investment Advisor

Random Roger's Retirement Planning

SEPTEMBER 7, 2022

Huge growth potential, sky high valuations, high beta to the S&P 500, no dividend, you'd expect that one with these attributes would outperform, you'd certainly evaluate a name like this on that basis. It's hard to imagine that investors pick a regulated utility expecting it to outperform the market.

Portfolio

Random Roger's Retirement Planning

OCTOBER 7, 2024

That is a long/short strategy they run that seeks "returns from a narrowing of the valuation dislocation between cheap value stocks and egregiously expensive growth stocks." Given our valuation-sensitive philosophy, BFAS tends to trail in extended periods of elevated valuations while protecting capital in drawdowns."

Asset Allocation

The Richer Geek

JANUARY 12, 2022

Mike took his FIRST company, Greenskies Renewable Energy, to a nearly half-billion-dollar valuation before selling and is now focused on connecting investors to renewable energy projects and developing renewable energy around the world. He served as a Peace Corps volunteer in Mali, West Africa, as a small enterprise development officer.

Portfolio

Zoe Financial

FEBRUARY 21, 2023

Additionally, financial advisors focus on helping you achieve long-term goals like retirement planning. They may also offer services such as setting up investment accounts or retirement plans that fit your unique needs. When looking for a financial advisor, ensure they’re certified.

Financial Advisor

Trade Brains

AUGUST 19, 2022

He teaches MBA students (at MDI Gurgaon) two popular courses: “Behavioral Finance & Business Valuation” and “Financial Shenanigans & Governance”. Stable Investor also provides various financial services like financial planning, retirement planning, children’s future planning, etc. Fundoo Professor.

Marketing

Carson Wealth

JULY 6, 2023

Exit Planning Mistake 2: Failing to Conduct a Regular Business Valuation Even when done informally, a business valuation can provide an impartial perspective that will dispel unrealistic expectations of a business’s worth. They can even connect you with sources to provide counsel as you navigate the process.

Planning

The Irrelevant Investor

JUNE 23, 2017

What would that do to people's retirement plans? This visual tells a lot of stories, but for the purposes of this exercise, I want to focus on the two previous valuation spikes in red, which were followed by two stock market crashes in gray. What would happen if stocks crash? And what would it do to our country?

Retirement Planning

Random Roger's Retirement Planning

FEBRUARY 9, 2023

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

Park Place Financial

NOVEMBER 29, 2022

In other words, when rates go up, the table valuations follow suit. Retirement Plans [contact-form-7] Sign-Up for your Complimentary Financial Review Signup. The post Estate Planning in this Economic Climate appeared first on Park Place Financial. September 8, 2022. |. 0 Comments. April 26, 2022. |. 0 Comments.

Estate Planning

Carson Wealth

JULY 26, 2023

One popular option is setting up an employee stock ownership plan (ESOP), where employees are technically buying equity in the business through a retirement plan. Many owners choose to sell the business outright to a family member, an executive or a third party; while others prefer deferred compensation as they stay involved.

Planning

Brown Advisory

NOVEMBER 12, 2015

To reduce your AGI, you might consider looking into postponing income from retirement plan distributions, capital gains and even employer bonuses-from one year to another in order to manage the amount of AGI realized in any given year. If they remain below the $250,000 threshold for AGI, they will not have to pay the NII tax.

Planning

Brown Advisory

JANUARY 4, 2016

What is behind this sudden surge in the unicorn population, and are some of these valuations “spiraling” out of control? Bull market for public equities: Certainly, the run-up in public market valuations over the past few years has spurred gains in private market values over the same period. Lee coined the term. Rapid Growth.

Investments

Random Roger's Retirement Planning

SEPTEMBER 28, 2024

Please leave a comment if you have a different theory. While the there is differentiation in performance, less so with quality, there doesn't appear to be reliable crisis alpha with these.

Taxes

Brown Advisory

JUNE 21, 2017

On the upside, active managers are often reluctant to overweight or “chase” the leading stocks in the market because those stocks typically sell at premium valuations. It underperformed primarily during very strong markets, as might be expected given its discipline with regard to valuations. Reasons for this tendency are varied.

Investments

Brown Advisory

JUNE 21, 2017

On the upside, active managers are often reluctant to overweight or “chase” the leading stocks in the market because those stocks typically sell at premium valuations. It underperformed primarily during very strong markets, as might be expected given its discipline with regard to valuations. Reasons for this tendency are varied.

Investments

Random Roger's Retirement Planning

OCTOBER 5, 2024

The domino effect is that valuations make no sense versus what investors trained in classical value investing learn about markets and investing. My take on factors has been that if you're interested, pick one or a blend and stick with it realizing it can't always be best.

Portfolio

Harness Wealth

MAY 9, 2025

A valuation will focus heavily on the strength and stability of your client relationships and the expertise within your team. This involves careful financial planning and assessing the value of the practice as part of the overall retirement strategy.

Taxes

Inside Information

DECEMBER 26, 2023

The PE firms, flush with capital, moved in to buy into the rising tide, and valuations were inflated ‘to levels previously unimaginable,’ as ‘buyers contorted themselves to justify higher prices.’ The paper explains that advisory firms became more valuable simply due to the extraordinary bull market raising their AUM.

Wealth Management

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities. RITHOLTZ: So you move here from Spain.

Clients

Brown Advisory

JUNE 16, 2016

If you expect the business to grow in value over a period of time, then an earlier gift or sale of your interest to family members may make sense before a new (and potentially higher) valuation is established for the business. Secure valuation discounts by obtaining necessary valuations early in the year. . Income Tax.

Planning

James Hendries

OCTOBER 28, 2022

and intangible assets, such as savings accounts, life insurance policies, retirement plans, ownership in a company, and more. As you plan for who pays taxes when your assets pass to your heirs, work with your financial and tax professionals to determine which tax-advantaged strategies are appropriate for your situation.

Planning

Random Roger's Retirement Planning

MAY 2, 2024

Finomial looked at the excess return generated long only factors like momentum, quality, various valuation metrics and I would add covered call fund to this discussion too. A few different things for this post. First is a fascinating blog post from Finomial about factor investing.

Portfolio