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Alphabet’s CapitalG Backs Startup Making Tech for Wealth Advisors

Wealth Management

The funding round values Farther at $542 million.

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10 Investment Must Reads for This Week (Nov. 26, 2024)

Wealth Management

Morningstar published its 2025 investment outlook for financial advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors.

Investing 284
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Podcast links: all things inflation

Abnormal Returns

podcasts.apple.com) Trey Lockerbie talks with Howard Lindzon about creating startups and investing at full speed. youtube.com) Howard Lindzon talks markets with Lewis Johnson who is CIO of Capital Wealth Advisors. (capitalallocators.com) Corey Hoffstein talks fixed income modeling with Ralph Smith, Head of Research at BlueCove.

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Tender Offers: A Comprehensive Guide for Startup Employees

Harness Wealth

Equity compensation is a popular strategy used by startups to attract and retain top talent, and it can sometimes result in significant financial rewards for founders and employees alike. Pros and Cons of Tender Offers for Startup Employees Personal Financial Planning Considerations Frequently Asked Questions What is a Tender Offer?

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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For fast-growing startups, this can be a big headache, especially when there isn’t a public market for the stock.

Taxes 103
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What Is An Early Exercise of Stock Options?

Darrow Wealth Management

If you work for a private startup, you may be able to exercise your stock options early. So employees with equity compensation still need to earn their startup equity. It may make sense to consider exercising startup shares immediately if: Shares currently qualify for Section 1202, qualified small business stock.

Taxes 64
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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For fast-growing startups, this can be a big headache, especially when there isn’t a public market for the stock.

Taxes 52