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The Problem Of High U.S. Equity Valuations And How Advisors Can Factor In Current Evaluations Risks

Nerd's Eye View

The Shilller Cyclically Adjusted Price-to-Earnings (CAPE 10) Ratio is one example that takes into account current market valuations versus company earnings, generally predicting that the higher the valuation at the beginning of a period the lower the expected return for that period.

Valuation 191
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#FA Success Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation, With Jim Dew

Nerd's Eye View

What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.

Valuation 196
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Business Valuation: What Is My Business Worth

Carson Wealth

If that’s the case with your organization, you could be missing out on the benefits of a business valuation, which can provide a comprehensive understanding of your company’s financial standing and overall health. What Is a Business Valuation? A business valuation is far harder to conduct during a crisis.

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Using a Form 409A Valuation Report for a Gift or Estate Tax Filing

Wealth Management

It may cause trouble down the line If your client is audited.

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Sunday links: when irrationality takes over

Abnormal Returns

Markets Market valuations aren't that helpful in the short term. axios.com) Everybody wants simpler taxes, but it never happens. tker.co) The U.S. yield curve has been inverted for a record amount of time. ft.com) Strategy Why you can ignore all the magazine cover commentary. axios.com) Private equity return dispersion is a problem.

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Research links: persistent investment factors

Abnormal Returns

on.ft.com) Corporate finance Stock-based compensation makes a big difference for company valuations. indexologyblog.com) Inflation makes tax efficiency all the more important. (advisorperspectives.com) A history of quant investing and the state of the factor zoo. papers.ssrn.com) Research What would it take to see a repeat of U.S.

Investing 269
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Key Tax Court Cases on Valuation of Pass-Through Entities: The Early Years

Wealth Management

Developments from 1999 through 2019.

Valuation 108