Mr. Money Mustache

APRIL 7, 2023

In my role as Mr. Money Mustache, I do my best to be your one-stop-shop for Lifestyle Guru ideas. So over the years we’ve covered not just the Money side of life, but also the even more important stuff like health and fitness and the psychology of better, happier living. But there’s one single area of life where all of these factors come together with an almost Nuclear Fusion level of synergy and effectiveness.

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Investing Investors Stakes Legal 145

A Wealth of Common Sense

APRIL 25, 2023

According to the National Association of Realtors, the median price of a house in the United States is worth $190,000 more than it was a decade ago. If you’ve owned a house for more than 3 years or so, you’re likely sitting on some nice gains. Those gains were not evenly distributed but across the various income levels, homeowners have made a good chunk of change: The pandemic-related housing gains are unlike.

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Financing Finance 143

The Big Picture

APRIL 12, 2023

U.S. Bureau of Labor Statistics: The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.1 percent in March on a seasonally-adjusted basis, after increasing 0.4 percent in February. Over the last 12 months, the all items index increased 5.0 percent before seasonal adjustment. ( April 2023 ) As much as I want to jump up and down about 0.1% seasonally adjusted (after a 0.4% prior month), the big number is not so big: 5.0% A 5 handle is a huge development, even with the core remaining sligh

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Returns 140

The Reformed Broker

APRIL 5, 2023

I get a lot of emails and LinkedIn messages about our “funnel” these days. Hiring funnel, sales funnel, etc. Usually it’s coming from well-meaning companies who are focused on recruiting and headhunting or lead generation and prospecting. A typical firm in our industry is probably in need of what they’re offering. I have tried to build an atypical firm.

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Indigo Marketing Agency

APRIL 28, 2023

Your LinkedIn headline is a 120-character “hook” that appears right under your name on your profile and in search results. Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. Your headline is your opportunity to capture interest and invite users to learn more about you. You may not realize that headlines show up along with your name during an active search, meaning that as I type into the LinkedIn search bar, profiles and their corresponding headli

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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. Stock options are a common form of compensation for employees, particularly in startup companies. They give employees the option to purchase company stock at a predetermined price, allowing them to share in the company’s success as its value increases over time.

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Taxes Consultants Consulting Returns 105

A Wealth of Common Sense

APRIL 6, 2023

I am a glass-is-half-full kind of person and have been getting a lot of feedback from people of late that the world is only getting worse. Here’s a post from a few years ago that lists the immense progress we’ve seen as a species. * “I am not an optimist. I am a very serious possibilist.” – Hans Rosling You don’t have to look too far to find negativity these days.

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The Big Picture

APRIL 19, 2023

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point. No, the 60/40 mix of stocks and bonds is not dead; No, this is not the first time we had a regime of high inflation, transitory or otherwise.

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Portfolios Investment Horizon Active Investors Investing 133

The Reformed Broker

APRIL 1, 2023

The prompt: The output, copy-pasted into my blog’s CMS: This is a rainbow stripe! Obviously anyone who knows how to code could have knocked this out in a second without even having to think about it. But how many people don’t know how to code? Most? We’re heading into a future in which not knowing how to do a thing is going to matter much less than ever before.

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Investment Writing

APRIL 24, 2023

Can you spot what’s wrong in the image below? Please post your answer as a comment. I think this month’s mistake is pretty easy to spot. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for April 24: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.

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Investing 105

Fintoo

APRIL 17, 2023

Nifty surpasses resistance; IT stocks to play spoilsport Markets extended gains for the third consecutive week on continued support from global markets and FIIs inflows. The Nifty surpassed the important barrier of 17,800. The Nifty IT index fell and dragged the benchmark index and results from heavyweights TCS and Infosys were below expected. Globally, poor […] The post Weekly Market Report From 10th to 14th Apr 2023 appeared first on Fintoo Blog.

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A VC: Musings of a VC in NYC

APRIL 17, 2023

USV’s current thesis is: Enabling trusted brands that broaden access to knowledge, capital, and well-being by leveraging networks, platforms, and protocols. [link] That last word is powerful but unfortunately less understood than the other words in that sentence. Protocols have been around forever and are well-understood codes of conduct between people.

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Stakes Assets Financing Finance 105

A Wealth of Common Sense

APRIL 18, 2023

Whenever there is an extreme move in the economy or markets most people want a simple explanation. We want a single variable to explain what just happened. Interest rates rose because of X. We went into a recession because of Y. Stocks crashed because of Z. But when it comes to something as complicated as the economy or markets, it’s never just one variable.

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Financing Finance 137

The Big Picture

APRIL 21, 2023

My fishing pal Sam Rines has spent much of this year pushing a thesis of “ Price over Volume” ; I found it a compelling narrative, one that fits in nicely with an apsect of inflation that I had originally underestimated: “Greedflation.” The Price over Volume thesis is both compelling and underappreciated. I hope you find his take thought provoking… -Barry Price over Volume remains a key theme this earnings season with PG’s earnings report the tip of the iceberg.

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Banks Assets Funds Companies 131

The Reformed Broker

APRIL 15, 2023

I spent the week in Paris with the family and it was really an amazing trip. As you guys know I’m big on history and art and food and stuff so I had been looking forward to it for a long time. And the city did not disappoint. Other than the lack of ice cubes Some shots: The Hall of Mirrors at Versailles, which played host to some amazing moments in the history of the world.

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Indigo Marketing Agency

APRIL 28, 2023

When I work with advisors to grow their businesses, we always start with assessing their email list. Email is still the bread and butter of marketing. But if you’re not growing your email list, it’s probably shrinking due to a small number of people unsubscribing each month. Here are my tips for growing your email list, as well as two videos to show how to add people to your email list in both Constant Contact and MailChimp!

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Fintoo

APRIL 10, 2023

Market gains as RBI holds rates; Quarterly results will be in focus this week Markets gained in a holiday-shortened week in spite of global market volatility as an unchanged stance by the RBI in its monetary policy meeting aided the sentiments. The global stock market witnessed volatility on evidence of a cooling economy which accentuated […] The post Weekly Market Report From 03rd to 07th Apr 2023 appeared first on Fintoo Blog.

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Stock Market Stock Market 105

Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? My gut tells me “investable” with “a” because the definition depends on how much you are able to invest. The case for “investable” over “investible” Merriam Webster’s Collegiate Dictionary includes “investable,” but not the alternative spelling.

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Investing Assets Asset Management 98

A Wealth of Common Sense

APRIL 11, 2023

I don’t know if this is my finance brain at work or just hitting middle age but anytime I travel now there invariably comes a point where I pull up home listings in the area on Zillow to get a sense of the local housing market. My family was in Marco Island, FL last week for spring break so of course I had to do some channel checks on housing prices in the area: Two things stand out here: (1) There are tons of list.

Financing 133

Financing Finance 133

The Big Picture

APRIL 17, 2023

I mentioned a few weeks ago how much better Europe ‘s return to office rate was doing versus ours : 90+% RTO, while the USA is ~60%. I cannot speak to Europe, but that U.S. number is an average across all regions, industries, age groups, etc. In some parts of the country, it is appreciably higher or lower; as you might imagine, it varies greatly.

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Returns 128

The Reformed Broker

APRIL 10, 2023

A must-attend event for every RIA owner and practitioner, featuring Michael Kitces, Josh Brown, and Penny Phillips. Register here to secure your spot Michael Kitces is known as every financial advisor’s favorite financial advisor, with Kitces.com serving nearly 3,000 members and his Nerd’s Eye View blog reaching more than 200,000 unique visitors monthly.

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Indigo Marketing Agency

APRIL 28, 2023

Financial Advisor Bio Most financial advisors haven’t completely filled out their LinkedIn profiles. They often have trouble writing about themselves and the benefits they offer clients. Writing a LinkedIn bio for financial advisors can be the most difficult type of writing, yet a great bio is critical when attracting prospects online. Follow these five steps to create an impactful bio that resonates with website visitors and communicates what makes you different.

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Prospects Investors Returns Education 98

Fintoo

APRIL 3, 2023

Markets recover on global cues; RBI Policy in focus this week Markets recovered after three weeks of decline as global cues remained positive and flight to risky assets increased as investors chased riskier assets on calming concerns of systemic risk in the US banking system. For the week, the Nifty ended higher by 2.4 pct […] The post Weekly Market Report From 27th to 31st Mar 2023 appeared first on Fintoo Blog.

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Assets Investors Banks 105

XY Planning Network

APRIL 24, 2023

I recently had the pleasure of representing XYPN at the Kingdom Advisor Conference in Orlando, Florida, and FPA National in Seattle, Washington. The post-COVID, in-person energy was undeniable. People were happy to gather and were proud of their work. Personally, what struck me was that nearly every person I met had either heard about XYPN or was interested in learning more about our impact.

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A Wealth of Common Sense

APRIL 27, 2023

A reader asks: I just read Nick’s latest and I’m feeling a bit ashamed. Nick is awesome and Just Keep Buying is my investment motto. I’m 34, my wife is 28 and, not to brag, we make ~$590k a year with a net worth of ~$1.2 million. We max out our 401ks and take the employer match (~$55k / year) and we also save between $20k-$40k, if not more. Our savings rate in my monthly budget is about 24%.

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Investing Financing Finance 131

The Big Picture

APRIL 10, 2023

Nonfarm payrolls came out Friday, and once again they impressed with their underlying strength: 236,000 new workers were added in March, with February NFP revised upward to 326,000, as the unemployment rate fell to 3.5%. But there remains nearly two job opening for each unemployed worker, and despite rising wages, lots of decent positions remain unfilled.

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Legal Capital Returns 128

The Reformed Broker

APRIL 29, 2023

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.

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Sara Grillo

APRIL 11, 2023

Here are some Excel models financial advisors can use to create your Chart of Accounts. Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. But first. For those of you who are new to my blog/podcast, hi! My name is Sara. I am a CFA® charterholder and I used to be a financial advisor.

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Fintoo

APRIL 27, 2023

As per the data, more than 2 crore taxpayers in the age group of 18 to 35 years filed their Income Tax Returns (ITRs) in FY 2022-23. In the Budget 2023, the Central Government announced that annual income of up to Rs. 7 lakhs would be tax-free under the New Tax Regime. This is along […] The post Decoding Major Deductions Under Old Tax Regime appeared first on Fintoo Blog.

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Taxes Returns 98

Steve Sanduski

APRIL 18, 2023

Guest: Amit Dogra , President and COO of tru Independence. tru offers an open architecture platform that provides a full suite of services that advisors need to manage and grow their business effectively. In a Nutshell: In 2022, I crunched the numbers from Charles Schwab’s 2022 RIA Benchmarking Study and spotted an alarming trend: net organic revenue growth is almost non-existent in our industry.

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Investing Companies 96

A Wealth of Common Sense

APRIL 23, 2023

Last year the Nasdaq Composite was down more than 32%. This year the Nasdaq is up nearly 16%. Last year the S&P 500 was down 18%. This year the S&P 500 is up more than 8%. Last year the Nasdaq experienced 46 down days of 2% or worse, including 18 trading days of down 3% or worse. There were also 40 days with positive returns of 2% or better, including 16 daily gains of 3% or more.

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Stock Market Stock Market Returns 130

The Big Picture

APRIL 23, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • My High-Flying Life as a Corporate Spy Who Lied His Way to the Top : I was just looking to make rent when I stumbled into a part-time gig stealing secrets from Wall Street elite. I made millions once I realized how desperate we humans are for someone who will actually listen. ( Narratively ) • How a Brazen Plot to Rig Oil Auctions Cost Venezuela Billions : America’s best-known lawyer, a couple of fraudste

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Law Firms Banks Consultants Consulting 124

The Reformed Broker

APRIL 1, 2023

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.

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XY Planning Network

APRIL 25, 2023

ICYMI, XYPN LIVE 2023 is taking the Network south to Atlanta, GA for three power-packed days of networking, education, and inspiration. Where else other than XYPN LIVE can you take a break from the daily grind and leave reinspired to apply your takeaways to your own firm? The XYPN LIVE 2022 conference earned a Choir Score of 81, resulting in a Silver Choir Certification for our diverse and inclusive lineup of speakers on the LIVE stage.

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Education 94