Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.

Taxes 95

Taxes Wealth Management Tax Planning Compensation Planning 95

Trade Brains

APRIL 9, 2023

This company has kept many investors due away to its difficult-to-understand business: IT services around ad tech and consumer analytics. Next, we’ll see how it has performed financially and grown in the past. A highlight of the future plans and a summary to conclude the article at the end. What’s more?

Planning 52

Planning Advertising Media Digital Media 52

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. Barry Ritholtz : 00:08:20 So, so you’re there right into the teeth of the financial crisis. And he lost. What was that like?

Retail 130

Retail Banking Math Management 130

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space. Has that closed?

Compliance 150

Compliance Wealth Management Clients Management 150

The Big Picture

MAY 16, 2023

He was a pre-IPO investor in companies like Facebook and Twitter. LINDZON: But that was more hardware and music and not internet related to me, you know, because I came from the financial background, so everything was DOS and Windows. So much like, you went to Stanford and got into –you went to work in tech in this generation.

Media 275

Media Investing Investments Valuation 275

The Big Picture

NOVEMBER 15, 2022

?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. DAVE NADIG, FINANCIAL FUTURIST, VETTAFI: I mean, mostly I got coffee at the beginning.

Management 266

Management Assets Portfolio Investing 266

The Big Picture

SEPTEMBER 26, 2022

You know, we raised a whopping $10 million in our IPO. And health tech, sports tech, food and again, these are sectors where there’s some regulations, and entrepreneurs need to understand that, investors need to understand that. So I mentioned health tech company called Tempus. Sports tech would fit into that.

Startup 158

Startup Investing Investments Numbers 158