Investment Writing

OCTOBER 1, 2024

Perhaps they knew the company by a short version of its name that wasn’t its legal name that should appear in a bio. Financial Blogging still available at sale price Financial Blogging’s paperback version is on sale direct from the author for shipment within the U.S. Boost your blogging now! as long as supplies last.

Legal 52

Legal Prospects Accounting Companies 52

The Motley Fool

SEPTEMBER 9, 2024

When I was a young lawyer with my first office, I bartered for a year with a contractor who needed legal help. Start a blog, create how-to videos, do TikToks, or offer free webinars on topics related to your business. Gently used office furniture, computers, and other essentials can be found on Craigslist or Facebook Marketplace.

Legal 130

Legal Leveraging Accounting Banks 130

Sara Grillo

MAY 3, 2024

In this blog, we talk about how to stop living in fear of SEC marketing rules and to reduce the chances of getting zinged. There are no set formulas for avoiding this, and I’m not a lawyer so don’t take this as legal or compliance advise. Love is a battlefield, and so is marketing compliance. Alright that’s all for now.

Legal 52

Legal Consulting Consultants Prospects 52

Cobalt

OCTOBER 11, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Returns 52

Cobalt

OCTOBER 14, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. If this leads to outsized returns a few quarters down the road for the strategy, we still expect the quarterly consistency to remain on credit’s performance.

Venture Capital 52

Venture Capital Returns Capital Buyout 52

Cobalt

SEPTEMBER 17, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Returns 52

Sara Grillo

JUNE 17, 2024

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. I want to be clear that nothing in this podcast or blog can be interpreted as an investment recommendation of any type, or an endorsement of any particular person or their services. For advise on such matters, contact a legal or compliance advisor.

Legal 59

Legal Education Consulting Consultants 59

Sara Grillo

MAY 31, 2024

Can you please read this blog so I can teach you about the other things you should be doing? Here are some blogs that can help you be the Beyonce of financial advisor internet marketing, lol: Google tips for financial advisors Financial advisor Google website tips Sample advisor website template Yeah?

Consultants 59

Consultants Consulting Legal Companies 59

Cobalt

AUGUST 9, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Venture Capital Investing Legal 52

Cobalt

AUGUST 6, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. The dynamic between LPs and large companies when it comes to investment horizons and ESG policies will continue to play out and have large impacts on these investments moving forward.

Investment Horizon 52

Investment Horizon Investing Legal Liabilities 52

The Big Picture

NOVEMBER 25, 2022

How New York City Became a Free-for-All of Unlicensed Weed : Shops selling weed have proliferated since the state legalized cannabis last year, thriving in confusion over their legality and a lack of enforcement. ( The Political Economy Blog ). That will cause a drop in property taxes and strain city budgets. New York Times ).

Legal 125

Legal Stakes Taxes Capital 125

Sara Grillo

DECEMBER 11, 2023

For those of you new to my blog, my name is Sara G. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. For advise on such matters, contact a legal or compliance advisor.

Consulting 59

Consulting Consultants Due Diligence Education 59

Sara Grillo

JUNE 24, 2024

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. I want to be clear that nothing in this podcast or blog can be interpreted as an investment recommendation of any type, or an endorsement of any particular person or their services. For advise on such matters, contact a legal or compliance advisor.

Consulting 59

Consulting Consultants Mutual Funds Legal 59

Cobalt

MAY 20, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Capital 52

Cobalt

JUNE 24, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Startups 52

Startups Legal Liabilities Taxes 52

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Let’s get on to the blog. #1 We hope our blog on how to read Form ADV is helpful to you.

Securities and Exchange Commission (SEC) 110

Securities and Exchange Commission (SEC) Legal Assets Consulting 110

Sara Grillo

MAY 3, 2024

In this blog, I discuss ways to handle ex-clients so that you increase the chances of improving goodwill and possibly being hired back. Send them an article or a blog you wrote, just to show you still care about them. The only exception is someone who either has pursued legal action , or might do so. that you are having.

Legal 52

Legal Prospects 52

Sara Grillo

DECEMBER 22, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Check out this blog I wrote about all the BS financial advisor awards. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. Read it here. And now let’s get on with it!

Due Diligence 52

Due Diligence Consulting Consultants Legal 52

Sara Grillo

JUNE 7, 2024

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Respond to the expectation for specialized, high touch services.

High Net Worth Individuals 52

High Net Worth Individuals Consultants Consulting Legal 52

The Motley Fool

SEPTEMBER 19, 2023

Allegations that Opera's browsers were infected with Chinese spyware even drove the company to counter those claims in a blog post earlier this year. Opera pays a generous dividend Opera didn't initially pay any dividends, but it paid out its first special dividend of $0.80 per American depositary share (ADS) this February.

Investors 130

Investors Earnings Before Interest Amortization Depreciation 130

Cobalt

FEBRUARY 20, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. However, whether the bubble bursts or local and national efforts to address supply and demand reign in the values, there will always be intrinsic value in the real estate sector.

Legal 52

Legal Liabilities Taxes Investors 52

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

Consulting 98

Consulting Consultants Legal Taxes 98

Cobalt

APRIL 19, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Leveraging Taxes 52

Cobalt

JANUARY 26, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. On the other hand, if a more recessionary event is close, then there may be ample cheap opportunities for distressed investors to buy.

Legal 52

Legal Liabilities Taxes Financing 52

Cobalt

MARCH 18, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. That offers LPs opportunities to invest more in the funds, potentially propping up the inflated averages so far in the 2020s.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

NOVEMBER 14, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. However, with so many unknowns and looming issues in the macro environment, it would not be surprising to see a quicker reversal of fortune.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

DECEMBER 12, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. For more information on PME and how Cobalt leverages it, download our white paper: Measuring Performance in Private Equity: The PME Cheat Sheet.

Legal 52

Legal Liabilities Leveraging Taxes 52

Cobalt

SEPTEMBER 14, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

SEPTEMBER 12, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. D espite the risks and the tribulations of 2020 , appetite for this investment style has persisted and strengthened.

Legal 52

Legal Liabilities Taxes Assets 52

Cobalt

AUGUST 11, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. D espite the risks and the tribulations of 2020 , appetite for this investment style has persisted and strengthened.

Legal 52

Legal Liabilities Taxes Assets 52

Cobalt

OCTOBER 12, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Sara Grillo

AUGUST 25, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Accounting 52

Accounting Consulting Consultants Due Diligence 52

Cobalt

JULY 17, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. We will publish the Cobalt Q4 benchmark data in the coming weeks, at which point we can dig deeper into the overall trends of private markets in 2023.

Legal 52

Legal Liabilities Taxes Banks 52

Cobalt

DECEMBER 6, 2022

If faith in tech big and small is restored and macro conditions improve, the drawdown could slowly reverse This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Venture Capital 52

Venture Capital Hedge Funds Legal Liabilities 52

Cobalt

APRIL 4, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. LPs may likewise look to de-risk their portfolios, which may cause a shift from the riskier end of private investments.

Venture Capital 52

Venture Capital Legal Liabilities Banks 52

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

Check out our blog post HERE to learn more about IRA contribution limits. Check out this blog post to learn your options and the pros and cons of each option. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. Alicia Vande Ven , M.S.,

Taxes 59

Taxes Education Consulting Consultants 59

Walkner Condon Financial Advisors

APRIL 27, 2023

In this blog post, we will explore the taxation of stock options and provide an overview of how it works. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only.

Consulting 105

Consulting Consultants Taxes Startups 105