This is going to be BIG.

APRIL 13, 2022

Whenever I submit a term sheet, I always caveat it by saying the following: “This is the one time we’re completely misaligned. I’m incentivized to buy up as much of the company at as low a price as possible and you’re incentivized to sell as little of the company as possible by raising the price.”. Founders seem to get that. The price negotiation process is pretty straightforward, and once a deal has been agreed upon we move on.

Investors 166

Investors Startups Companies Investing 166

A VC: Musings of a VC in NYC

APRIL 4, 2022

I went to renew a.ETH domain I own this morning and the gas fees were so high that I decided to come back another time. Ethereum is the most popular smart contract blockchain by far but it frequently gets congested and expensive. Using it to acquire and renew domains, normally a transaction that costs less than $100 USD, is challenging. That is why there are a host of Ethereum Virtual Machine (EVM) compatible layer one blockchains (L1s) and a number of layer two networks (L2s) that run on top of

Assets 121

Assets 121

Financial Times M&A

APRIL 15, 2022

Defence comes a day after Tesla entrepreneur offered $54.

Bidding 145

Bidding 145

Financial Times: Moral Money

APRIL 20, 2022

Plus, the top nations for clean innovation, and sustainability professionals’ average pay figures

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Walkner Condon Financial Advisors

APRIL 6, 2022

With the death of a loved one, one question we often get is, “What assets are entitled to a step-up in basis and what assets aren’t entitled to a step-up in basis at death?” To define what we mean by step-up in basis , sometimes referred to as stepped-up basis, here is an example: Your mother purchased 100 shares of XYZ company at $10 per share in 1950, costing her $1,000, which is her “basis.

Assets 59

Assets Mutual Funds Exchange-Traded Funds Taxes 59

Dear Mr. Market

APRIL 29, 2022

Dear Mr. Market: Does the old stock market adage of “sell in May and go away” make sense? We’ve actually written about this one spring about nine years ago where we actually advocated taking some chips off the table, however it had less to do with a cute stock market rhyme and more due to profit taking. Where are we at now going into May and is this allegedly poor seasonal time of year appropriate to sell or perhaps not?

Stock Market 52

Stock Market Stock Market Assets Debt 52

A VC: Musings of a VC in NYC

APRIL 18, 2022

6529 is one of the top NFT collectors in the world and last week he launched the first destination in an Open Metaverse that he is encouraging people to develop along with him. That destination is the 6529 Museum District and you can visit it here. When you arrive you will see this map which gives you a sense of what is there right now. All of these museums are fun to visit, but I particularly recommend: – Genesis. – Sunshine Square. – Imagined Worlds. – General Assembly.

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Financial Times M&A

APRIL 19, 2022

Institutions with financial firepower to finance takeover are concerned about profitability of social media service

Buyout 110

Buyout Bidding Financing Finance 110

Financial Times: Moral Money

APRIL 27, 2022

Plus, fast-fashion company Shein aims to green its reputation and Japan faces a #MeToo moment

Asset Management 92

Asset Management Assets Investors Companies 92

Advisor Rankings

APRIL 28, 2022

What is SEO? Search Engine Optimization (SEO) is a set of strategies that are created to relay signals of relevancy and authority to the search engines. When implemented properly, these strategies will help your advisory firm to rank for your desired keywords. While there are hundreds of known, suspected, and unknown factors that Google measures, this article will focus on those signals that are commonly recognized by the SEO industry as being relevant.

Accounting 52

Accounting Best Practices Professional Services Bidding 52

Fortune Financial

APRIL 28, 2022

During our recent trip to Brazil, my wife and I visited the Sitio Eliza coffee plantation in Mandaguari, a rural city in the Brazilian state of Parana. While touring the plantation, I had the privilege of spending a good deal of time talking about the coffee business with the plantation’s owner, Jose Carlos Rosseto, who is the third generation in his family to manage the plantation.

Portfolios 52

Portfolios Returns Investing Investors 52

Hubly

APRIL 27, 2022

Melanie has only worked in financial services for less than a year and is already a top back office worker according to the work she's completed in Hubly. She has picked up Hubly quicker than you can drink your coffee in the morning and in less than a year is already a super-user!

Financial Services 52

Financial Services 52

A VC: Musings of a VC in NYC

APRIL 22, 2022

It is Earth Day, a day to celebrate our planet and rededicate ourselves to saving it. I plan to walk and ride my bike, avoid cars, and enjoy being out and about in NYC today. But I’d also like to talk about something that is bothering me. The New York State Assembly and Senate are working to pass a bill that would put a two-year moratorium on “proof of work” cryptocurrency mining.

Consultants 79

Consultants Consulting Banks 79

Financial Times M&A

APRIL 27, 2022

Volatile moves in Tesla stock underline deal’s risks as billionaire’s plan for $21bn equity portion remains a mystery

Financing 98

Financing Finance 98

Financial Times: Moral Money

APRIL 6, 2022

Tiwi islanders claim Australian company failed to consult them over 300km pipeline

Consultants 96

Consultants Consulting Companies 96

Wealthfront

APRIL 27, 2022

Exchange-traded funds (or ETFs) are a popular way to invest, and for good reason. They hold collections of investments like stocks or bonds, and are a convenient, tax-efficient way to build a diversified portfolio. The vast majority of ETFs passively track indexes, meaning they try to match the return of the index (rather than outperform […]. The post How Should I Evaluate an ETF?

Exchange-Traded Funds 52

Exchange-Traded Funds Taxes Portfolios Funds 52

Tobias Financial

APRIL 26, 2022

Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event on Tuesday, May 3 rd at 12:10 PM EST. . Following a week at the virtual Heckerling Institute, Marianela will share what she learned about recent state and federal estate planning developments.

Taxes 52

Taxes 52

Sara Grillo

APRIL 25, 2022

Almost every time I do something weird with my business to the point that anyone I tell laughs at it, those are the times of my highest effectiveness. If I were a financial advisor wanting to grow my business, I would do it weird as hell. Niched down like hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.

Prospects 52

Prospects Consultants Consulting Education 52

BlueMind

APRIL 19, 2022

Category: Technology. After the initial impact of the Covid-19 and the widespread shutdown of businesses, there was a huge question regarding how business owners needed to make adjustments to the way they conduct their business in order to stay open. With social distancing mandated everywhere and the public advised to remain inside their homes, many businesses had to face major layoffs, temporary closures, and severe financial strain.

Professional Services 52

Professional Services Financing Finance Accounting 52

Financial Times M&A

APRIL 30, 2022

Groups face few potential buyers, costly exit options and uncertain prospects for any future return

Companies 98

Companies Prospects Returns 98

Financial Times: Moral Money

APRIL 3, 2022

The acronym jams together disparate and sometimes contradictory objectives

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Tucker Advisors

APRIL 13, 2022

Maximizing Your Live Event. Hosted By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Maximizing Your Live Event. by Tucker Financial Group. [link]. If you would like more information about booking Brad. for your next live event, fill out the form below. HTML Form Generator. Free Guide: High Profile Use of Annuities.

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Walkner Condon Financial Advisors

APRIL 13, 2022

You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?”. If you work for a university, public school, or a 501(c)(3) tax-exempt organization (more commonly referred to as a charitable organization or nonprofit), you may have participated in a 403(b) plan.

Taxes 52

Taxes Mutual Funds Accounting Funds 52

Sara Grillo

APRIL 21, 2022

I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow.

Consultants 52

Consultants Consulting Prospects Legal 52

Fortune Financial

APRIL 13, 2022

In the last decade, technology has evolved at an ever-increasing rate, and with each new development, there are a long list of pros and cons. As we consider how things like artificial intelligence, robotic process automation and virtual reality will affect humanity, these technologies have stormed ahead. No matter the potential drawbacks, they have rapidly become a part of our everyday lives. .

Investing 52

Investing Taxes Consultants Consulting 52

Financial Times M&A

APRIL 25, 2022

Tesla chief says free speech is ‘bedrock’ of democracy as board declares deal ‘best path forward’

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Financial Times: Moral Money

APRIL 6, 2022

It will take an evolution of fixed-income managers’ approach to make a difference to corporate behaviour

Investors 83

Investors 83

Indigo Marketing Agency

APRIL 12, 2022

The Kitces Marketing Summit is a virtual event happening April 19, 2022—and you’re invited! . This highly anticipated event is for advisors, by advisors. And we’re honored to announce that Indigo Marketing Agency is listed as a Prospective Vendor! What does this mean for you? As a friend of Indigo, you can save $50 on your ticket when you use code KitcesIndigo at checkout.

Education 52

Education Prospects 52

Bell Investment Advisors

APRIL 8, 2022

On March 4, the Oakland Symphony took to the stage of the Paramount Theatre in a moving tribute to the late Bonnie Bonetti-Bell , co-founder of Bell Investment Advisors and patron of the Oakland arts community. She passed away in November 2019. . James F. Bell , Chairman and fellow co-founder, underwrote the performance in memory of his late wife. The performance had been long in the making, as James began talks with the Symphony over a year ago to organize and curate the program.

Investing 52

Investing Companies 52

Sara Grillo

APRIL 11, 2022

The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. 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 simp

Portfolios 52

Portfolios Investors Consultants Consulting 52

Walkner Condon Financial Advisors

APRIL 6, 2022

With the adoption of digital assets such as non-fungible tokens, or NFTs, questions around estate planning will become more prevalent. At the date of death, many assets “step-up” in basis , effectively wiping away any unrealized gains. NFTs are treated as either property or as a collectible depending on the type of asset it is. Both property and real estate are eligible for a step-up in basis at the date of death for the beneficiary. .

Consultants 52

Consultants Consulting Taxes Assets 52

Financial Times M&A

APRIL 26, 2022

Favourable terms mean billionaire is able to back out by stumping up fraction of net worth

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Financial Times: Moral Money

APRIL 29, 2022

Definitions are at once so fluid and so rigid as to be almost nonsensical

Investing 93

Investing 93

Tobias Financial

APRIL 5, 2022

Are you considering a Roth Conversion? If so, you may want to act when the stock market drops. Recently, our CEO Marianela Collado was quoted on CNBC sharing what to consider regarding the potential upfront costs. “If you’re willing to pay upfront taxes on a Roth conversion, you may project how many years it will take to break even.”. To learn more, click here: [link].

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Taxes Stock Market Stock Market 52