The Big Picture

JULY 16, 2022

This week, we speak with Antti Ilmanen, who is the principal and global co-head of the portfolio solutions group at AQR Capital Management. His research into markets and valuation has won numerous accolades and recognitions, including the Graham and Dodd award, the Harry M. Markowitz special distinction award, multiple Bernstein Fabozzi/Jacobs Levy awards for his articles, and CFA Institute’s 2017 Leadership in Global Investment Award.

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Portfolios Private Equity Firms Private Equity Firms Returns 141

A Wealth of Common Sense

JULY 26, 2022

A reader asks: Many right now are saying real estate is the only way to get a real return in a safe manner. Will you post some data on real estate vs. bonds vs. stocks? You always have to be careful when you use the word “safe” when it comes to investing. An investment that feels safe now could be very risky in the future and vice versa.

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This is going to be BIG.

JULY 25, 2022

Typically, investors don’t take a board seat until you raise your first equity round—which means that it could be *years* before you have a real board meeting: A year of nights/weekends work researching, prototyping, and fundraising. You raise your pre-seed round and if you're lucky and good, you can get to an equity round in 12-18 months. Many people extend this round and don’t get there for two years.

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Accounting Active Investors Capital Investors 146

The Reformed Broker

JULY 28, 2022

It’s been an honor and a pleasure writing, recording and filming for you guys all year. 2022 has been incredibly challenging as an investor, a financial advisor, an investment advisory CEO and a professional market commentator. Tough all around. Like everyone else, I’ve gotten some stuff right and some stuff wrong this year. Based on this week’s reaction to large cap technology company earnings and the F.

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Investors Companies Investing 103

Financial Times M&A

JULY 8, 2022

Social media company vows to enforce agreement, setting stage for fierce legal battle

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Legal Companies 145

Investment Writing

JULY 19, 2022

When two consecutive adjectives modify the same noun, you’re supposed to put a comma between them. I sometimes struggle to decide if that’s appropriate. After all, there are cases when the first adjective modifies the second, as in “pale blue paper.” So I was delighted to find this advice from Jan Venolia in Write Right! : One way to determine consecutive whether adjectives modify the same noun ( a young, energetic student ) is to insert the word and between the adjectives.

Investing 101

Investing 101

A Wealth of Common Sense

JULY 31, 2022

Derek Thompson posted this incredible chart from Our World in Data on who Americans spend their time with, by age: These are average numbers but based on this chart the time spent with: Your family peaks at around 15 years old. Your friends peaks at around 18 years old. Your co-workers peaks at around 30 years old. Your kids peaks at around 40 years old.

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Integrity Financial Planning

JULY 28, 2022

What should you focus on if we face a recession? How should your financial plan be revised over time? Find out on today’s show. Experts on divided on whether or not we are headed for a recession (or are already in one). Financial uncertainty in the market is giving a lot of people a lot of anxiety. How does Brian help his clients cope with this? You’ve got to focus more on your particular situation as opposed to the big picture of the country, the economy, or whatever because you can’t do anythi

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Investing 98

The Reformed Broker

JULY 16, 2022

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These were the most read posts on the site this week, in case you missed it: The post This Week on TRB appeared first on The Reformed Broker.

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Fortune Financial

JULY 28, 2022

In many large businesses, it’s common for employees to own stock in the company. Anyone who owns company stock will eventually have to decide how to distribute their assets — typically when there is a job change or retirement involved. When you are presented with the option to distribute your assets, you will have the choice to roll them into an IRA or place the stock into a taxable account and then roll the remaining assets into an IRA or 401(k).

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Taxes Accounting Assets Capital 98

Covisum

JULY 27, 2022

If you haven't already, it's essential to take the time to familiarize yourself with the latest Social Security Trustees report. The solvency issues are a significant concern for people on the cusp of retirement today since the depletion date outlined in the report, 2034, is well within their life expectancy. As you're discussing Social Security benefits and how they fit in the context of the retirement strategy , it's important to note that the Social Security trust fund is scheduled to run out

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Funds 98

The Big Picture

JULY 25, 2022

For the first half of this year, I have steadfastly refused to join Club Recessionista. I have not believed we were already in a recession, and I was hopeful that a moderate Fed gradually raising rates to throttle inflation could execute that soft landing. No longer. As I mentioned to Tom Keene last week, Nick Timiraos in the Wall Street Journal revealed the Fed’s intention to raise rates 75 basis points brought a reckoning to my hopes of a non-recessionary growth slow down.

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Financing Finance Stock Market Stock Market 137

A Wealth of Common Sense

JULY 28, 2022

A reader asks: As a long term investor (10-20 year horizon) is it worth selling portions of a stock when it’s up and taking some profits, maybe reinvesting when the price goes down or pocketing the money? Or, is it best to stay “all in” regardless of the ups and downs? There are two different ways to think about this question. One is the Charlie Munger approach.

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Stock Market Stock Market Investors Assets 129

Integrity Financial Planning

JULY 20, 2022

What are the risks of making emotional decisions when it comes to your money? Brian shares what he tells clients about investing and retirement planning. During the football draft, so many decisions are based on emotions. For instance, Tom Brady, the greatest of all time, was 199 th pick when he was drafted in 2000. Similarly, investors who want to plan their own retirement might pick stocks based on emotions that they later regret.

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Investing Investors 98

The Reformed Broker

JULY 13, 2022

Put this phrase in your vocabulary for the second half of the year because you are going to be hearing it everywhere: “a mild recession.” This is where the puck is going. All of Wall Street’s chief strategists and chief economists are going to be pivoting to this case if they haven’t already. The “soft landing” idea is going to fade away.

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Million Dollar Round Table (MDRT)

JULY 17, 2022

By Bryce Sanders Financial advisors are trained to ask clients for referrals, and so from time to time we ask, “Do you know anyone I can help?” Put on the spot, though, sometimes our clients’ minds go blank. Yet, happy clients can be your best advocates. How can we do a better job at asking for referrals? Who wants an extra slice of pie? Your client asked about a specific product.

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Funds Companies Investing 98

BlueMind

JULY 15, 2022

Category: Compliance. The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market. For example, the Securities and Exchange Commission (SEC) in the United States or The Financial Consumer Agency of Canada (FCAC) in Canada.

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Securities and Exchange Commission (SEC) Legal Investment Banking Investment Banks 98

The Big Picture

JULY 27, 2022

Today is Fed day, when we get the 75 bps increase that dramatically increases the odds of a recession. The main storyline is inflation, but the overlooked subplot here is Wages. I have detailed over the past decade or so the lagging nature of wages in America — deflationary in economic terms — and how that had begun to change in the late 2010s pre-pandemic.

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Taxes Banks Capital Assets 131

A Wealth of Common Sense

JULY 24, 2022

Three random thoughts on the current state of the stock market: (1) The top 10 stocks are getting smoked. One of the prevailing theories during this past bull market is the biggest stocks were carrying the S&P 500. The top 10 stocks now make up more than 30% of the index by market cap so it would make sense for this group to have an outsized impact on the performance of the market.

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Investing Stock Market Stock Market 125

Conneqtor

JULY 20, 2022

Establish Authenticity So, what does it mean to be authentic? Yes, the heading here is very different from our title: How to use LinkedIn for Financial Advisors, but bear with me, and you’ll quickly find that both these sentences answer the same thing – the humanization of your brand.

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The Reformed Broker

JULY 22, 2022

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Shannon Saccocia, and Downtown Josh Brown discuss the Nasdaq bounce, inflation vs spending, good news for the economy, Shannon’s ideas for the second half, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

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Investment Writing

JULY 12, 2022

Check out my top posts from the second quarter! They’re a mix of practical tips on grammar (#1 & #2), marketing (#3), investment commentary (#4), and blogging (#5). My posts that attracted the most views during 2022’s second quarter: My five favorite reference books for writers —These books would be great additions to your library. “In order to” versus “to” —The results of my research into whether it’s ever necessary to write “in order to” instead of “to” surprised me. 10-minute

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Investing 97

Financial Symmetry

JULY 25, 2022

This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio, our strategy or performance. Click on the video below to … Continued. The post 2022 2nd Quarter Market Update appeared first on Financial Symmetry, Inc.

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Portfolios Stock Market Stock Market Investing 97

The Big Picture

JULY 30, 2022

?. This week, we speak with Bloomberg Businessweek staff writer Hannah Elliott , who reports on the automotive industry with a special focus on hyper-cars, motorcycles, and electric and luxury vehicles. She lives in Los Angeles, where car culture is enjoying a renaissance. NOTE : During the broadcast portion, we had the usual Q&A but in the podcast portion, this turned into a conversation; Hannah made the mistake of asking me a question and we were off to the races of me babbling about cars

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Banks Financing Finance 123

A Wealth of Common Sense

JULY 15, 2022

I don’t believe there is one singular way to invest your money. If there was everyone would invest that way. Every strategy and philosophy has its pros and cons. The good strategy you can stick with is far superior to the great strategy you can’t stick with so a lot of this comes down to who you are as an investor. There are a number of factors that determine the type of investor you are.

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Investors Investing 102

Elevating Your Business

JULY 30, 2022

Carol Roth (American TV personality, author, entrepreneur, radio host and investor) asks great questions! She recently asked her newsletter readers for our best inflation tips for small business owners. Below are 5 of my best tips PLUS links to so much more. Thanks Carol! Tip 29 by CoachMaria. Get Creative! Give Time! Business. The post 288+ Inflation Tips for Small Business Owners appeared first on Women Financial Advisor Coach Consultant.

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Consultants Consulting Investors 95

Financial Times M&A

JULY 19, 2022

Government to offer €12 per share to investors to take full control of power group

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Investors 138

Integrity Financial Planning

JULY 6, 2022

When taking out your retirement income, it’s important to consider the source. New statements may make it easier to see what you have, but what should you focus on when making a retirement income plan? Your 401(k) statements might look a bit different starting next month. Quarterly statements will be required to include numbers on lifetime income. This will tell you what your monthly income would be based on your current balance.

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Portfolios Returns 95

Financial Symmetry

JULY 25, 2022

Which retirement stage are you in? Spoiler alert: the stages begin before you are retired. You’ll also be surprised by some of the stats we uncover as we dissect findings in the latest Age Wave study on retirement. We’ve had … Continued. The post Surprising Stats about the 4 Stages of Retirement, Ep #169 appeared first on Financial Symmetry, Inc.

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The Big Picture

JULY 23, 2022

This week, we speak with Graham Weaver, who is the founder and CEO of Alpine Investors, a private equity firm in San Francisco that invests in software and services. Graham has been in private equity for over 20 years, having started Alpine in his dorm room at the Stanford Graduate School of Business. We discuss how he launched a PE company in his dorm at Stanford’s GSB, and proceeded to “make every mistake in the book.” But his investors stayed with him, impressed by his commu

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Investors Private Equity Firms Private Equity Firms Hedge Funds 121

A Wealth of Common Sense

JULY 19, 2022

My latest piece for Fortune compiles a lot of the work I’ve been putting together here on the blog — how long bear markets tend to last, the two types of bear markets, bear markets vs. recessions and how investors should approach down markets depending on where they are in their investing lifecycle. * The technical definition of a bear market in stocks is a drawdown of 20% or worse from peak to trough.

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Investors Investing 100

Million Dollar Round Table (MDRT)

JULY 14, 2022

By Cynthia Nallely Rodriguez Barbosa For some of the people you’re calling, you’re creating a negative experience. It’s not personal. A telecommunications company surveyed thousands of young people and found that 81% of respondents feel anxious about making or receiving a phone call. Why? They consider it a waste of time. They do not like to do favors, and many times when someone calls, it’s to ask for something.

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Prospects Companies 94

Covisum

JULY 12, 2022

Inflation is a top concern for consumers and advisors alike, and that’s why our team prioritized adding an inflation stress test to our product offering. Our advisor-led team understands the concerns of your retired clients and how the right financial planning software can make addressing them easier. Read on to see how we've updated our software to help you quickly and easily address client needs and demonstrate the value of your financial advice.

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Financial Times M&A

JULY 9, 2022

Social media platform seeks to force the Tesla boss to go through with his takeover

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Legal 131