Burch & Co.

AUGUST 1, 2017

You can find that list at [link]. Money market funds. Options on mortgage-backed securities. Money-market funds. Mortgage-backed securities (MBS). As the licensing landscape has changed over the years, advisors may not fully understand which license may be the required given their different lines of business.

Corporate Finance 40

Corporate Finance Banking Finance Equity 40

ABI

JANUARY 19, 2024

John’s University School of Law American Bankruptcy Institute Law Review Staff An unpaid secured lender with a prepetition mortgage does not have a right to receive payment of proceeds from a postpetition sale of real property. The Debtor will need to find other ways to fulfill their obligations to creditor Allegiance Bank. [1]

Banking 40

Banking Finance 40

Reynolds Holding

APRIL 26, 2022

Fixed income markets, particularly government securities, money markets, and repurchase agreements (“repos”), are integral to how central banks around the globe administer monetary policy. government and as taxpayers, raise money: We are the issuer. And yet, bonds are far from the “dullest” market in the world. and around the world.

Marketability 45

Marketability Treasury Banking Compliance 45

Benzinga

OCTOBER 31, 2022

Harrison continued, "Throughout the balance of 2022, our focus will continue to be finding ways to increase the efficiencies of our combined organization, maintaining asset quality, prudently growing our loan portfolio and deploying excess liquidity. when compared to the same period of 2021.". when compared to the same period of 2021.".

Banking 40

Banking Dividends Marketability Equity 40

Farrel Fritz

MAY 29, 2023

Someday, perhaps, I’ll find the comedic inspiration to come up with a joke that begins, “An LLC, a partnership, and a close corporation walk into a bar.” Justice Boddie ruled in plaintiff’s favor, writing Here, the operating agreement is unambiguous on its face and the parties do not dispute the relevant terms under the operating agreement.

Start-ups 52

Start-ups Equity Liquidation Value Marketability 52

Farrel Fritz

AUGUST 7, 2023

million in a non-arms-length transaction” from which Francois allegedly collected all the proceeds, and separately “secretly caused JJS to refinance the mortgage on the Premises several times and cashed out millions of dollars for himself.” The Court’s Reliance Upon Conant One might question the Court’s reliance upon Conant.

52

52

Valutico

SEPTEMBER 13, 2023

The Discounted Cash Flow (DCF) is a leading valuation method that calculates value based on future cash flows, considering time value of money. One common approach is considering the profits it makes and the money it’s expected to make in the future. What are the Main Ways to Value an SME?

Discounted Cash Flow 52

Discounted Cash Flow Comparable Company Analysis Asset-based Approach Intangible Assets 52

Valutico

AUGUST 10, 2023

The challenge with this approach when valuing SMEs is finding comparable businesses due to their unique characteristics. It’s akin to estimating a house’s value by calculating the cost of bricks, cement, paint, and then subtracting any existing mortgages or debts. What Additional Factors are Considered in SME Valuation?

Discounted Cash Flow 52

Discounted Cash Flow Asset-based Approach Intangible Assets Business Valuation 52

Appraisal Rights

JULY 9, 2018

to pay off the existing mortgage, $2,895,060.45 The trial court accepted the going-concern value as the proper way to value the facility, but it used this value instead to corroborate the $8 million total sale price, finding the value was based on a good-faith, arm’s-length transaction subject to the business judgment rule.

Appraisal 40

Appraisal Going Concern Value Fair Market Value Liquidation Value 40

Musings on Markets

JANUARY 29, 2021

For those of you tempted to put all of Wall Street into one basket, it is worth noting that the biggest segment of professional money management still remains the mutual fund business, and mutual funds are almost all restricted to long only positions. But what if you think a stock is too highly priced and is likely to go down?

Start-ups 52

Start-ups Marketability Banking Finance 52

Musings on Markets

JANUARY 30, 2023

Returns in 2022 In my first classes in finance, as a student, I was taught that the US treasury rate was a risk free rate, with the logic being that since the US treasury could always print money, it would not default. If you still insist claiming that the Fed sets interest rates, it is time to face up to reality.

Treasury 74

Treasury Start-ups Risk Premium Equity 74

Appraisers Blog

MAY 15, 2023

It will be lenders doing the hard part, informing agents to go back to the table because they can’t find a single appraiser to accept their deal. Get this, the people whom will be reaching for this grant money don’t have a clue what appraisers do or how to identify the bias and such. Now that would be easy money.

Appraisal 64

Appraisal Comps Marketability 64

Reynolds Holding

MAY 23, 2023

In 1935, Congress mandated that the newly formed SEC conduct a study of investment trusts and investment companies, report to Congress on their findings, and make recommendations. [1] 4] Fundamentally, when someone manages other people’s money, there are opportunities for conflicts of interest between advisers and investors.

Banking 40

Banking Technology Marketability Capital Structure 40

Appraisers Blog

OCTOBER 2, 2023

link] Efficiency in the mortgage market o Continue modernization of single-family appraisal processes and practices. o Leverage data, technology, and other innovations to promote efficiency and cost savings in mortgage processes. I make additional comments on this below link, further down. link] 2023 scorecard. Well that figures.

Appraisal 86

Appraisal Technology Marketability 86

Brian DeChesare

MARCH 13, 2023

These loans create matching deposits on the L&E side of the bank’s Balance Sheet, and the bank then finds real deposits or other funding sources to back the loans. This happened to the entire banking system over the past few years due to the amount of money printing during covid, but it was particularly extreme for SVB.

Banking 107

Banking Start-ups Equity Treasury 107

Musings on Markets

JULY 17, 2023

That has not happened either, as employment numbers have stayed strong, housing prices have (at least up till now) absorbed the blows from higher mortgage rates and the economy has continued to grow. trillion in the first six months of 2023, 97.2% trillion increase in value for all US equities.

Marketability 95

Marketability Risk Premium Start-ups Treasury 95

Appraisers Blog

JULY 27, 2023

You can not find a single amc company out there, nearly two decades after amc companies began proliferating, which clearly bills separately for their ‘management’ service. ’ ‘Then why doesn’t the consumer save any money!?’ ‘It’s only a discount, not a bribe.’

Appraisal 80

Appraisal Compliance Marketability Equity 80

Brian DeChesare

MARCH 22, 2023

Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). Why not gamble everything on subprime mortgages or CDOs if the government will save your customers?

Banking 85

Banking Start-ups Corporate Finance Marketability 85

Brian DeChesare

JULY 6, 2022

I stayed far away from this service, while he presumably put in some money. I can see the use case in emerging markets with very high inflation rates, unreliable currencies, and difficult money transfers, but outside of that… I’m not sure. Could you explain it to a 5-year-old?”.

Marketability 95

Marketability Start-ups Equity Banking 95

Reynolds Holding

JANUARY 25, 2023

Global markets are inextricably linked, with money flowing between them in microseconds. The securities markets touch many American lives, whether those individuals are investing for the future, borrowing for a mortgage, taking out an auto loan, or taking a job with a company raising money from U.S. capital markets.

Technology 59

Technology Marketability Data Analysis Equity 59

Reynolds Holding

APRIL 3, 2024

Last year, the Pew Research Center released a survey finding that nearly a third of Americans who had ever invested in, traded, or used crypto, no longer held any. [10] People who had to figure out a way to pay for their mortgage, education, retirement, and so on. Howey Co. , See , e.g., SEC v. Edwards , 540 U.S. Terraform Labs Pte.

Start-ups 45

Start-ups Marketability Compliance 45

Brian DeChesare

JULY 27, 2022

Long a Credit Pool and Short Specific Tranches – For example, you could long a mortgage-backed security pool but bet against specific tranches by shorting them or using CDS. See the Structured Finance article for more; subcategories include mortgage-backed securities (MBS), asset-backed loans (ABL), and collateralized loan obligations (CLO).

Equity 52

Equity Start-ups Private Equity Firm Beta 52

Reynolds Holding

MARCH 30, 2022

We see inflows of money into funds with low costs and high performance, as economists would expect, but we also see a dearth of outflows from funds that underperform the market while charging relatively higher fees. They are a critical tool for advancing the tripartite mission of the Securities and Exchange Commission. [3] Others don’t.

Banking 45

Banking Marketability Finance Start-ups 45