Wealth Management

APRIL 9, 2025

Court of Appeals for the Second Circuit upholds QTIP trust valuation for estate tax, rejecting deduction for settlement payment to widows estate. In Kalikow v. Commissioner, the U.S.

Valuation 245

Valuation Taxes 245

Financial Symmetry

NOVEMBER 14, 2024

Current valuations have been a common basis for these pessimistic views. The difficulty of predicting the absolute level of … Continued The post What Today’s Valuations Are Telling Investors appeared first on Financial Symmetry, Inc. stocks over the next decade.

Valuation 67

Valuation Marketing Marketing 67

Wealth Management

FEBRUARY 27, 2025

Why the valuation date matters in divorce, gift and estate cases.

Valuation 177

Valuation 177

Nerd's Eye View

MARCH 6, 2024

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 246

Valuation Retirement Economics Financial Planning 246

Wealth Management

JULY 17, 2024

Human Interest helps small businesses set up 401(k) services.

Startup 277

Startup Valuation Retirement 277

Wealth Management

JANUARY 21, 2025

Analyzing the underpinnings of the U.S. Supreme Courts decision.

Valuation 246

Valuation 246

Nerd's Eye View

DECEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Wealth Management

FEBRUARY 28, 2024

Fund managers in this red-hot asset class are often valuing their loans more generously than others do. Regulators are starting to worry.

Valuation 300

Valuation Assets Management 300

Wealth Management

OCTOBER 8, 2024

Proceeds from minority raise will fund growth for Dynasty.

Valuation 288

Valuation Assets 288

Advisor Perspectives

JUNE 3, 2025

With the Q1 GDP second estimate and the May close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 207.8%, down slightly from the previous quarter.

Valuation 93

Valuation 93

Wealth Management

JUNE 4, 2025

Key steps for executors handling art and tangible property in estates, from initial inventory to valuation and disposition strategies.

Valuation 139

Valuation 139

Wealth Management

JANUARY 31, 2024

Shift in interest rates provides impetus to discounting promissory notes.

Valuation 278

Valuation 278

Nerd's Eye View

FEBRUARY 11, 2025

David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr.

Planning 159

Planning Valuation Financial Advisor Sales 159

Advisor Perspectives

JUNE 3, 2025

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

Valuation 52

Valuation Marketing Marketing Investing 52

Wealth Management

APRIL 22, 2025

The fundraising round was led by GIC, Singapores sovereign wealth fund, to fuel product launches and executive hires, and values Altruist at $1.9

Valuation 237

Valuation 237

Wealth Management

JUNE 28, 2024

Gurbir Grewal said he sees a range of potential risks in the $1.7 trillion private-lending industry.

Valuation 257

Valuation 257

Nerd's Eye View

MAY 16, 2023

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 246

Valuation Financial Advisor Financial Planning Recruitment 246

Wealth Management

MAY 21, 2024

A cornerstone in strategic planning to optimize clients’ financial legacies.

Strategic Planning 264

Strategic Planning Valuation Taxes Clients 264

Wealth Management

MAY 14, 2024

Private equity money continues to fund inorganic growth for its chosen firms, and with more buyers comes more competition, according to panelists at RIA Edge.

Valuation 264

Valuation 264

Nerd's Eye View

OCTOBER 4, 2023

The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future.

Valuation 246

Valuation Economics Economy Marketing 246

Wealth Management

MARCH 5, 2025

Tips for avoiding IRS scrutiny in an audit.

Valuation 260

Valuation 260

Wealth Management

MARCH 15, 2024

Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a syndicated conservation easement.

Valuation 259

Valuation 259

Wealth Management

JUNE 22, 2023

The “denominator effect” put institutions in a position where real estate allocations exceeded target levels, but observers expect that issue has begun to resolve itself as values of other investments have recovered.

Valuation 277

Valuation Investing Investments 277

Wealth Management

JUNE 12, 2023

After a surge of mergers and acquisitions in the real estate space in 2022, the pace of deals has slowed amid disruptions in property pricing.

Valuation 264

Valuation 264

Wealth Management

JANUARY 3, 2024

Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?

Insurance 299

Insurance Valuation 299

Abnormal Returns

OCTOBER 30, 2024

johnwallstreet.com) A closer look at rising NBA valuations. (macworld.com) Sports How Callaway's ($MODG) bet on TopGolf went wrong. on.ft.com) How MLB teams can hedge against player underperformance. huddleup.substack.com) An existential threat to pro sports: kids don't watch live sports. frontofficesports.com) Economy 2024 Q3 GDP ran at a 2.8%

Financial Advising 265

Financial Advising Valuation Media Economy 265

Advisor Perspectives

APRIL 2, 2025

Here is a summary of the four market valuation indicators we update on a monthly basis.

Valuation 129

Valuation Marketing Marketing 129

Nerd's Eye View

JANUARY 31, 2025

Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Communication 245

Wealth Management

MARCH 31, 2025

Median-adjusted EBITDA multiples hit a near-decade high in 2024, according to Advisor Growth Strategies, and a deal market of more than 40 buyers looks to keep things frothy in 2025.

Valuation 195

Valuation Marketing Marketing 195

Abnormal Returns

DECEMBER 3, 2024

techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. theverge.com) Fidelity marked up its valuation of X. (wsj.com) Meta ($META) is reportedly investing $10 billion in subsea cables. finance.yahoo.com) Elon Musk's Tesla ($TSLA) pay package was rejected, again.

Math 144

Math Valuation Startup Economy 144

Wealth Management

JANUARY 29, 2024

Larry Swedroe: Falling valuations mean that future expected returns are higher.

Assets 314

Assets Valuation 314

Advisor Perspectives

JUNE 6, 2025

This video provides the May 2025 update on Buffett Valuation Indicator. The Buffett Indicator, made popular by Warren Buffett, assesses the overall value of the stock market relative to the economy.

Valuation 40

Valuation Economy Marketing Marketing 40

Abnormal Returns

FEBRUARY 11, 2024

(allstarcharts.com) A valuation analysis of the Magnificent Seven. barrons.com) Valuations matter, but using them in your investment process is a challenge. entrylevel.topdowncharts.com) A look at Magnificent Seven valuations. aswathdamodaran.blogspot.com) In the long run, fundamentals matter.

Valuation 277

Valuation Portfolio Investing Investments 277

Wealth Management

MARCH 12, 2024

Rising valuations and growing opportunities for media rights and sponsorships make professional sports teams an attractive bet. However, data on how these investments will work in the long term remains scarce.

Valuation 319

Valuation Media Investing Investments 319

Wealth Management

FEBRUARY 14, 2024

Valuations in the private real estate market are finally starting to reflect higher interest rates and tighter debt availability.

Valuation 298

Valuation Marketing Marketing 298

Nerd's Eye View

JANUARY 3, 2025

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Wealth Management

APRIL 12, 2024

As the economy stabilizes, financial advisors are recognizing the benefits of mergers and acquisitions.

Valuation 237

Valuation Financial Advisor Economy 237