The Motley Fool

DECEMBER 30, 2023

This is according to the blog post that the company put out. What Comcast said, and which really stinks here, and this is according to the Verge, that the exploit, there was unauthorized access between October 16th and October 19th. Almost a week later. There had been a patch that was issued. They said, hey, this is a problem, fix it.

Legal 246

Legal Liabilities Investors Assets 246

Sara Grillo

APRIL 11, 2023

For those of you who are new to my blog/podcast, hi! Financial Advisor Balance Sheet Again, here I tried to map out what the typical assets and liabilities of a financial advisor practice are. Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet.

Consulting 97

Consulting Consultants Liabilities Depreciation 97

Walkner Condon Financial Advisors

MAY 1, 2023

Although the focus of this blog post is around private, “pre-IPO” companies, it is worth a quick mention that after an IPO, a company typically emphasizes RSU grants over option grants, and there will usually be a more regular cadence (e.g. The RSUs can be withheld and/or sold to cover some or all of the tax liability. annual grants).

Companies 98

Companies Taxes Liabilities Private Companies 98

BlueMind

SEPTEMBER 11, 2022

Let’s take an example of a client who has a tendency to always play it safe and prefers taking the less risky approach when it comes to investing, despite the fact they have a high asset and low liability portfolio. The ideal approach would require them to proceed with extra caution due to their low assets and high liabilities.

Investment Horizon 98

Investment Horizon Exchange-Traded Funds Liabilities Assets 98

Walkner Condon Financial Advisors

APRIL 26, 2024

This is especially important in states like Wisconsin, where all assets and liabilities are split 50/50 with your partner once you get married. For more on high-yield savings accounts, check out this blog post from last year by my colleague Alicia Vande Ven.

Finance 103

Finance Financing Accounting Education 103

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

Integrity Financial Planning

JUNE 12, 2023

As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. 1] Many states offer tax breaks for retirement income or have no income tax, which can help you reduce your tax liabilities in retirement.

Taxes 92

Taxes Liabilities Consulting Consultants 92

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

BlueMind

SEPTEMBER 3, 2022

Someone can be conservative by nature and exhibit a low willingness to take risks despite the fact they might have high amounts of assets and low liabilities. This article " How to Determine Your Client’s Risk Tolerance " was first published on BlueMind Blog. Their aversion to taking risks is what would be called lower risk tolerance.

Liabilities 105

Liabilities Portfolios Assets Returns 105

Cobalt

JANUARY 22, 2025

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

Funds 52

Funds Buyout Venture Capital Investing 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. O verall, however, o ur analysis within Cobalt’s market data set tells us it’s difficult to predict the impact of presidential results on public or private markets above the level of mere market noise.

Legal 52

Legal Liabilities Taxes Funds 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. O verall, however, o ur analysis within Cobalt’s market data set tells us it’s difficult to predict the impact of presidential results on public or private markets above the level of mere market noise.

Legal 52

Legal Liabilities Taxes Funds 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

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

Cobalt

FEBRUARY 14, 2025

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. Alternatively, it could just be steadily increasing contributions with flat returns leading to a deepening contribution deficit.

Legal 52

Legal Liabilities Taxes Funds 52

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

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 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

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

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

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

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. This gives credence to the sustainability of this wave of investment — as long as dry powder reserves remain.

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. This gives credence to the sustainability of this wave of investment — as long as dry powder reserves remain.

Legal 52

Legal Liabilities Taxes Assets 52

Cobalt

FEBRUARY 9, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. With Q3 data collection beginning in the coming weeks, we will share another Insight article with an early indication of what lies ahead for H2 2022 distributions.

Legal 52

Legal Liabilities Taxes Assets 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

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

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 Finance 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

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

NOVEMBER 2, 2022

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. One thing to keep an eye out for will be to see if the recent influx of NAV will bear out another run of substantial distributions in the years to come.

Venture Capital 52

Venture Capital Legal Liabilities Taxes 52

Cobalt

JANUARY 10, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. The last period of high inflation in the early 1980s precedes the chart’s time range, so only time will reveal the impact of the current inflation cycle.

Buyout 52

Buyout Legal Liabilities Taxes 52

Cobalt

JUNE 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 Legal Liabilities Taxes 52

Cobalt

OCTOBER 4, 2022

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 Legal Liabilities Taxes 52

Walkner Condon Financial Advisors

MAY 31, 2024

One consideration of executing this strategy is how to cover the tax liability on this conversion. Drawbacks: It is recommended that the tax liability generated by the conversion be paid with funds outside of the converted amount. This will make the converted amount taxable in the year that you transfer the assets into a Roth IRA.

Taxes 105

Taxes Liabilities Mutual Funds Assets 105

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

MARCH 8, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. Buyout has shown incredible consistency in and out of recession, and will on average yield a positive—but not highest—return.

Buyout 52

Buyout Venture Capital Investment Horizon Legal 52

Cobalt

MAY 3, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. However, we still see strong and safe average performance from this style, implying the suppressed performance in the wake of the Great Financial Crisis may have been an anomaly.

Legal 52

Legal Liabilities Taxes Assets 52