Carson Wealth

APRIL 8, 2024

The S&P 500 has gained more than 10% in the first quarter only 11 times in its history, and what followed was typically good for the bulls. ­­ April gained 1.1% .” — Howard Marks, Co-Founder of Oaktree Capital Management The S&P 500 was down 0.9% last week, getting the first quarter off to a slow start. Following the huge 11.2%

Marketing 96

Marketing Marketing Valuation Economy 96

Cornerstone Financial Advisory

DECEMBER 11, 2023

One AI chip manufacturer announced a new AI chip, followed by a mega-cap tech company unveiling an enhanced version of its AI model for business use. Last week’s revised third-quarter productivity report saw an upward revision of the annualized productivity growth from the initial report of 4.7% Wednesday: Producer Price Index (PPI).

Marketing 89

Marketing Marketing Taxes Economics 89

Sara Grillo

OCTOBER 31, 2022

Other times they are just not great at explaining what they do and how they charge you for it. Other times they are just not great at explaining what they do and how they charge you for it. But first – what is a Form ADV? IMPORTANT: Never trust what an advisor says verbally. Always verify in writing.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Carson Wealth

JUNE 16, 2023

Brady Marlow, CFP ® , AEP ® ,   CAP ® , CPWA ® , CExP TM , Director, Carson Private Client Wealth Strategy How much is my business worth? Read on to discover how business valuation can become a powerful tool in unlocking your organization’s true potential. The question is fundamental to all business owners.

Valuation 52

Valuation Business Planning Planning Consulting 52

Brown Advisory

SEPTEMBER 21, 2022

Short-lived businesses, after all, no matter how admirable their sustainability metrics may be, cannot contribute to the long-term sustainability goals of investors and society at large. But just how far into the future the management is focused is where we pay close attention. Resilience is Core to Sustainable Portfolio Construction.

Portfolio 86

Portfolio Manufacturing Financial Services Investing 86

Brown Advisory

DECEMBER 5, 2023

Our use-case at Brown Advisory for environmental, social and governance information, however, can be vastly different from how some clients, regulators, and other stakeholders use the term. Here is an attempt to invoke fundamental investing basics to clarify exactly what we aspire to deliver for our clients.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

Brown Advisory

OCTOBER 11, 2022

In this episode of CIO Perspectives, Keith Stone, Erika Pagel and Sid Ahl discuss some of the most notable market developments in recent weeks and how they are positioning portfolios accordingly. We discuss how transitory inflation may actually be, and how we have been positioning portfolios. Tue, 10/11/2022 - 13:22.

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Marketing Marketing Investing Investments 98

Cornerstone Financial Advisory

APRIL 10, 2023

4, 5 After reports of a jump in initial jobless claims on Thursday and a 15% rise in layoffs in March, Friday’s March employment report showed the smallest increase in nonfarm payrolls (+236,000) since December 2020. The forecasts or forward-looking statements are based on assumptions and may not materialize. FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

Indigo Marketing Agency

MARCH 3, 2023

Benefits Let’s face it, clients and prospects have a plethora of options to choose from when it comes to financial advisors. Benefits Let’s face it, clients and prospects have a plethora of options to choose from when it comes to financial advisors. So how do you make sure they choose you and stay with you for the long haul?

Financial Advisor 52

Financial Advisor Clients Communication Media 52

Brown Advisory

SEPTEMBER 19, 2023

But just how far into the future is where we pay close attention. But just how far into the future is where we pay close attention. We believe this is what allows them to create enduring businesses with sustainable competitive advantages and attractive capital deployment opportunities. Source: FactSet as of 08/31/2023.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Brown Advisory

SEPTEMBER 19, 2023

But just how far into the future is where we pay close attention. But just how far into the future is where we pay close attention. We believe this is what allows them to create enduring businesses with sustainable competitive advantages and attractive capital deployment opportunities. Source: FactSet as of 08/31/2023.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders ajackson Tue, 10/12/2021 - 08:00 The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business.

Startup 52

Startup Taxes Clients Planning 52

Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders. Here we discuss how you can apply this exemption and what you need to do to qualify. The tax benefit we are discussing is called the “QSBS exclusion,” which is shorthand for a provision in Section 1202 of the Internal Revenue Code (IRC).

Startup 52

Startup Taxes Clients Planning 52

Harness Wealth

MARCH 9, 2023

If you hold shares of Reddit as part of your equity compensation, here’s how you can start planning ahead for a liquidity event. How does Reddit make money? How much is Reddit worth? What should Reddit shareholders do? How does Reddit make money? How much is Reddit worth? When will Reddit go public?

Planning 52

Planning Taxes Advertising Tax Planning 52

Cornerstone Financial Advisory

FEBRUARY 20, 2023

A higher-than-expected rise in the Consumer Price Index (CPI) and strong retail sales in January initially did little to dent that enthusiasm, as stocks posted solid gains through Wednesday’s close. The forecasts or forward-looking statements are based on assumptions and may not materialize. increase, higher than the 0.4%

Marketing 59

Marketing Marketing Taxes Distribution 59

WiserAdvisor

FEBRUARY 14, 2024

Below are five money-making investment opportunities you need to know: Option 1: Invest in a good pair of collectible sneakers Beyond being a fashion statement or a means of self-expression, owning a pair of highly sought-after sneakers can potentially be a lucrative investment in today’s time.

Investing 59

Investing Investments Retail Banking 59

Sara Grillo

APRIL 21, 2022

I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. How I composed this blog. This is how I understand these advisors, to the best of my knowledge and capabilities, but the research is not ongoing. For those of you who are new to my blog, my name is Sara. So please subscribe!

Ethics 52

Ethics Financial Advisor Clients Management 52

Brown Advisory

SEPTEMBER 21, 2022

Short-lived businesses, after all, no matter how admirable their sustainability metrics may be, cannot contribute to the long-term sustainability goals of investors and society at large. But just how far into the future the management is focused is where we pay close attention.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Brown Advisory

SEPTEMBER 21, 2022

Short-lived businesses, after all, no matter how admirable their sustainability metrics may be, cannot contribute to the long-term sustainability goals of investors and society at large. But just how far into the future the management is focused is where we pay close attention. Resilience is Core to Sustainable Portfolio Construction.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Brown Advisory

MARCH 14, 2021

They discuss why she came to be an investor, her approach to investing and how she challenges the notion that sustainable investing is a niche. They discuss why she came to be an investor, her approach to investing and how she challenges the notion that sustainable investing is a niche. Your browser does not support the audio element.

Portfolio Management 52

Portfolio Management Investing Investments Clients 52

Brown Advisory

MARCH 14, 2021

They discuss why she came to be an investor, her approach to investing and how she challenges the notion that sustainable investing is a niche. They discuss why she came to be an investor, her approach to investing and how she challenges the notion that sustainable investing is a niche. Mon, 03/15/2021 - 00:00.

Portfolio Management 52

Portfolio Management Investing Investments Clients 52

Cornerstone Financial Advisory

JANUARY 23, 2023

Disappointing retail sales and manufacturing reports sparked concerns that the Fed may have gone too far in hiking rates, while a drop in initial jobless claims diminished chances of a near-term pause in rate hikes. The forecasts or forward-looking statements are based on assumptions and may not materialize.

Marketing 59

Marketing Marketing Economics Taxes 59

Tucker Advisors

APRIL 4, 2023

Bureau of Labor’s statistics show this is exactly what many Americans began to do. Bureau of Labor’s statistics show this is exactly what many Americans began to do. Is it the change we want? This incentivized people to work longer and, in fact, the U.S. Senior employees tend to promote positive “can-do” attitudes in the workplace.

Retirement 75

Retirement Financial Advisor Planning Budgeting 75

Brown Advisory

OCTOBER 11, 2022

In this episode of CIO Perspectives, Keith Stone, Erika Pagel and Sid Ahl discuss some of the most notable market developments in recent weeks and how they are positioning portfolios accordingly. CIO Perspectives Podcast: Private markets, slowing global growth and are bonds back? As always, we welcome your thoughts, feedback and questions.

Marketing 52

Marketing Marketing Investing Investments 52

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. We need to view the complete portfolio; it is not just a collection of 30-40 great companies.

Investing 52

Investing Investments Portfolio Accounting 52

Clever Girl Finance

JULY 12, 2022

Affiliate links help us grow Clever Girl Finance! While the text is specific to financial success , the principles outlined in the book can be used to achieve success in all aspects of life. Determine what you’re willing to sacrifice to get it. Determine what you’re willing to sacrifice to get it. Let's get into them.

Planning 52

Planning Marketing Marketing 52

Cordant Wealth Partners

JANUARY 28, 2021

Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. The Benefits of Deferred Compensation. The benefit can be a substantial one, but of course, the benefit comes with a risk.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

Cordant Wealth Partners

NOVEMBER 20, 2020

You willingly forgo income today with the faith that your company will survive many years into the future to make good on this liability to you—all for a tax benefit that tips the odds in your favor. The Benefits of Deferred Compensation Plans. Deferred compensation plans have been around for decades, promising two potential benefits.

Compensation Planning 52

Compensation Planning Taxes Distribution Retirement 52

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. So please subscribe!

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 289

Consulting Management Numbers Investing 289

Brown Advisory

JANUARY 1, 2023

War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? There are many disturbing parallels in today’s global economy.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. I had an a-ha about how the world really works.   The transcript from this week’s, MiB: John Hope Bryant, Operation Hope , is below.

Banking 143

Banking Economics Economy Business Planning 143

Brown Advisory

OCTOBER 22, 2019

They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims. What skills and competencies are most important given their priorities?

Taxes 52

Taxes Management Investing Investments 52

Brown Advisory

OCTOBER 22, 2019

They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims. What skills and competencies are most important given their priorities?

Taxes 52

Taxes Management Investing Investments 52

Brown Advisory

OCTOBER 22, 2019

They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims. What skills and competencies are most important given their priorities?

Taxes 52

Taxes Management Investing Investments 52

Brown Advisory

MAY 4, 2020

The question posed to our team was one of balancing priorities: How can the college best use its resources to pay off debt, seed an unrestricted endowment, maintain a cash reserve and expand its facilities? Beyond Investing: Strategic Advice for Nonprofits ajackson Mon, 05/04/2020 - 14:54 Running a nonprofit is a tall order.

Nonprofit 52

Nonprofit Investing Investments Clients 52

The Big Picture

AUGUST 15, 2023

How did you get started in this space? So that was my initial foray into the investment business.  The transcript from this week’s, MiB: Ted Seides, Capital Allocators , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

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Management Investing Investments Government 130