A VC: Musings of a VC in NYC
MARCH 7, 2022
Electrified cars were greater than 10% of the US market in 2021 and EVs were about 5%. EV sales are growing at nearly 100% YOY and could reach 25% of the US market in a few years. This is good news for the effort to reduce our dependence on fossil fuels. But there are still challenges for the EV market. Range anxiety and charge times are among the top reasons that consumers avoid EVs.
Financial Times: Moral Money
MARCH 20, 2022
Fears rise over ‘greenwash’ bonds, central banks weigh dangers of inflation and war ‘shocks’, Salvadorean bitcoin bond set for baptism of fire, and ‘dry powder’ loan funds struggle to find a home
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Financial Times M&A
MARCH 31, 2022
Backing from Effissimo puts pressure on Toshiba to court buyout offers from private equity consortiums
Walkner Condon Financial Advisors
MARCH 31, 2022
With the rise of virtual currency – such as Bitcoin or Ethereum – there are many investors that have significant unrealized gains embedded in their holdings. But when someone passes away, their holdings may go through a step-up in basis (depending on what it is they’re holding and how it’s held, e.g. brokerage account, Roth IRA, etc.). Effectively, the value at the date of death becomes the new cost basis for that asset.
Indigo Marketing Agency
MARCH 28, 2022
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!
BlueMind
MARCH 25, 2022
Category: Business Growth. Everyone in this world lays preference to quality over quantity for most things that matter in life. The same can be said for financial advisors looking for quality leads as opposed to simply generating leads. This article covers some key aspects and how to use Facebook Ads for financial advisors. When attempting to generate leads via Facebook, it is essential that your marketing campaign is well thought out and you have a solid strategy in place.
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Financial Times: Moral Money
MARCH 28, 2022
Plus, UK investors push for supermarket pay rises and Goldman Sachs demands companies disclose GHG emissions
Financial Times M&A
MARCH 31, 2022
Canadian bank’s offer comes at a 62% premium to 260-year-old target’s closing share price
Walkner Condon Financial Advisors
MARCH 24, 2022
As Spring springs and we approach the end of the first quarter of 2022, it is a good time to familiarize yourself with the changes to the more popular savings vehicles. It is imperative to understand the basics of these accounts to avoid mistakes, as the penalties can be quite onerous. This is not an exhaustive list, but it is a good place to start. .
Indigo Marketing Agency
MARCH 28, 2022
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!
Zajac Group
MARCH 24, 2022
When you receive equity compensation in the form of restricted stock, non-qualified stock options , or incentive stock options, you may have the opportunity to make an 83(b) election. In short, an 83(b) election is used to cause a taxable event to occur sooner than it otherwise would by making the election and making the IRS filing within the appropriate timeframe (the election must be filed with the IRS within 30 days after the grant of restricted stock or early exercise of an option).
A VC: Musings of a VC in NYC
MARCH 14, 2022
There is a lot of criticism of venture capital in web3. Bitcoin did not have or need venture capital. Ethereum did not have or need venture capital. So why would any web3 project need venture capital? It is a good question. In the age of community-funded projects, why would a web3 project want to take funding from venture capitalists? Well buried deep in a 66 page blog post on the Flow blockchain by Packy McCormick lies the answer.
Financial Times: Moral Money
MARCH 15, 2022
Group’s chair forecasts growing market but public health experts challenge sustainability claims
Financial Times M&A
MARCH 30, 2022
Despite its experience in educational publishing, buyout firm Apollo has abandoned attempt to buy UK group
Wealthfront
MARCH 15, 2022
Today, we’re excited to announce that Wealthfront has added new investment options in technology, the metaverse, commodities, and more to our menu of available funds. It’s never been easier to build a portfolio you believe in. You can explore and research these new investments, along with the hundreds of others available at Wealthfront, right on […].
BlueMind
MARCH 10, 2022
Category: Technology. Even before the COVID-19 wreaked havoc, the world was moving fast towards digitalization. Although there is a fierce ongoing debate on the overall impact of digitization on the world (especially regarding employment rates), there is no doubt that it comes with many benefits for both financial advisors and their clients. Digital transformation is the integration of digital technology in businesses and it involves adapting and creating digitized operational processes.
Hubly
MARCH 8, 2022
Becki is a superhero as a caring mother of four, a dedicated homeschool teacher, and a phenomenal and productive Administrative Assistant. According to monthly tasks completed in Hubly, Becki is one of the top 10 back office workers in Hubly.
A VC: Musings of a VC in NYC
MARCH 1, 2022
My friend Alex Iskold ran the 1K project during the pandemic to help families that were struggling with lost jobs/income, etc. I blogged about it here and AVC readers were generous with their support. Alex came to the US from Ukraine many years ago, but he has many friends and family members there. So naturally, he has relaunched the 1K project focused on the suffering that is happening in Ukraine.
Financial Times: Moral Money
MARCH 10, 2022
As companies buy up Scottish land to boost their ESG credentials, local farmers feel the pinch
Financial Times M&A
MARCH 29, 2022
Deal comes as chief executive David Solomon tries to expand in steadier streams of income
Wealthfront
MARCH 10, 2022
The experience of filing your tax return can range from a minor hassle to a major headache. If your taxes are feeling overwhelming, you might wonder if you need the help of a tax professional like an accountant. For many people, online tax filing software gets the job done just fine. This is more likely […]. The post Do You Need an Accountant for Your Taxes?
Bell Investment Advisors
MARCH 3, 2022
The recent unprovoked attacks on Ukraine have stunned and saddened us. While the U.S. and other nations coordinate to create enough economic pain in Russia to halt further aggression, too many deaths have already occurred. We mourn the loss of life, the displacement of hundreds of thousands of Ukrainians, and the fear that now cloaks their country. Last month, we thought that interest rate increases would consume investors’ attention for the foreseeable future.
ClearMoney
MARCH 1, 2022
The following is provided by Dimensional Fund Advisors. As a member of probably the last generation to grow up with a rotary dial phone in the house, I can still recall when there was clear distinction between phones and computers. Phones were utilitarian devices, while computers were gateways to limitless knowledge and entertainment.1 Nowadays, that distinction has dissolved.
Ron A. Rhodes
MARCH 8, 2022
Author’s note – this article was written in January 2022, prior to Russia’s further invasion of Ukraine. Since then, gas prices have soared to over $4.
Financial Times: Moral Money
MARCH 1, 2022
The old distinction between business and politics often deployed by companies to stop debate is no longer credible
Financial Times M&A
MARCH 26, 2022
$12bn purchase of ‘mini Berkshire’ Alleghany and $8bn stake in Occidental end quiet spell that had unnerved investors
Oakhill
MARCH 29, 2022
New Chief Talent Officer expands Oak Hill’s established Senior Advisor operating program and further strengthens value-added partnership with portfolio company management teams New York, NY, March 29, 2022 – Oak Hill Capital has announced that it has named Jamie Jacobs Chief Talent Officer and Senior Advisor. The Chief Talent Officer role adds to the ranks of industry and functional executives that represent a key element of Oak Hill’s investment approach and value creation strategy.
ModernAdvisor
MARCH 15, 2022
February was almost a carbon copy of January, albeit a faint copy; almost all equity markets were down as were bond markets. February 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. February was almost a carbon […].
Hellman & Friedman LLC
MARCH 4, 2022
SAN FRANCISCO, Calif. Hellman & Friedman Capital Partners X, L.P. and affiliated funds (“HFCP X”) issued the following statement in response to questions regarding its required disclosure that it has purchased $1.38 billion of Splunk common stock (NASDAQ: SPLK). The purchase of 11.9 million shares represents 7.5% of the total outstanding shares of the Company, making HFCP X Splunk’s largest active shareholder.
Ron A. Rhodes
MARCH 27, 2022
Do cryptocurrencies possess any real value? Years from now, this fad will pass.
Financial Times: Moral Money
MARCH 27, 2022
Rightwing groups say they are trying to save US companies from being distracted by liberal social causes
Financial Times M&A
MARCH 31, 2022
Financial centres look unlikely to recreate US boom in shell company IPOs
Oakhill
MARCH 7, 2022
Investment Accelerates Expansion of Fiber Broadband Network by Tenfold and Creates Hundreds of New Jobs Rochester, NY- March 7, 2022 – Greenlight Networks (“Greenlight”), a leading fiber-to-the home provider in New York State, announced today that it has entered into an agreement under which Oak Hill Capital (“Oak Hill”), a New York-based middle-market private equity firm, will acquire a controlling interest in Greenlight through its most recent 2022 vintage fund, Oak Hill Capital Partners
ClearMoney
MARCH 7, 2022
The following is provided by Dimensional Fund Advisors.
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