A Wealth of Common Sense
FEBRUARY 21, 2023
Bloomberg asked investors from around the globe one of the most important questions in all of personal finance: How much is enough to retire comfortably? The results were a tad on the high side: The average number came in somewhere between $3 million and $5 million. One-third of respondents said $3 million while another third said it was closer to $5 million.
The Big Picture
FEBRUARY 22, 2023
Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. I do a quarterly update for RWM clients that covers the economy, the markets, and our portfolios every three months.
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Indigo Marketing Agency
FEBRUARY 23, 2023
If you’ve been with Indigo for a while, you may have noticed our logo update and website refresh. We may have a new look, but we are still offering the same great custom content solutions and personalized marketing strategies. In fact, we have even taken this time to expand our services into branding refreshes, logo designs, and updated website copy.
Integrity Financial Planning
FEBRUARY 24, 2023
We celebrate many different major life events as we get older—birthdays, weddings, or the birth of children. Something you may want to celebrate is the end of your working years. Now that you’ve worked to set up a great life after working for so long, it can be a great idea to help avoid those retirement blues and start your retirement off with a bang!
A Wealth of Common Sense
FEBRUARY 24, 2023
Three thoughts on the trade-offs involved in the economy, markets and life: 1. There is no such thing as a perfect economy. This was the general environment for the 2010s: Low GDP growth Low inflation Stagnating wages A slow labor market High(ish) unemployment rate 0% interest rates A booming stock market This is the post-pandemic 2020s (so far): Higher GDP growth Higher wage growth Higher inflation A booming labor mar.
The Big Picture
FEBRUARY 24, 2023
My end-of-week morning train WFH reads: • The Fed alone cannot bring inflation down : Management of demand is not efficient in dealing with supply-driven price rises: fiscal policy must play its part.art ( Financial Times ) • When a savings account is very risky : Compound Banc pays an eye-popping 7% on deposits — or at least things that look and feel a lot like deposits.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Integrity Financial Planning
FEBRUARY 20, 2023
The concept of retirement planning is simple. Despite changes in the economy or in life itself, the concept of planning your retirement has remained unchanged. We work, save, retire, and repeat for generations over. But while the concept may be the same, the puzzle has begun to evolve. In other words, individuals and families currently saving for retirement are facing challenges that were previously never considered.
A Wealth of Common Sense
FEBRUARY 23, 2023
A reader asks: I am in my mid-40s and have been running my own RRSP (Canadian 401k) for a while now. I have almost no exposure to bonds. I ran it by an advisor and her reply was why would you want bonds? They had been paying next to nothing for years. They don’t seem to even go up when stocks are going down. I can see her point. Instead of bonds I have been buying ETFs with a covered call component for what would be the.
The Big Picture
FEBRUARY 21, 2023
Transcript: Tim Buckley, Vanguard’s CEO The transcript from this week’s, MiB: Tim Buckley, Vanguard’s CEO , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
Million Dollar Round Table (MDRT)
FEBRUARY 21, 2023
By David Trusler, MBA I believe you achieve true happiness and prosperity by serving others with honesty and sincerity. I believe true success is measured by the lives we impact and the communities we serve, not just by the amount of premiums we collect in a year. So, what keeps you motivated? Is this motivation enough to keep you going during difficult times?
Financial Times: Moral Money
FEBRUARY 20, 2023
Champion of low-cost trackers warns against expecting superior returns from ESG funds and alternative strategies
A Wealth of Common Sense
FEBRUARY 20, 2023
We bought our first home in late 2007. Our rate at the time for a 30 year fixed was something like 6.25% or 6.5%. It didn’t seem high at the time but then again we didn’t have 3% rates in the rearview mirror to compare it to. Housing prices were obviously a lot lower back then as well (and going even lower for a few more years after that).
The Big Picture
FEBRUARY 18, 2023
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How a shipping error 100 years ago launched the $30 billion chicken industry : The accidental origins of the chicken on your plate, explained. ( Vox ) • A twisted tale of celebrity promotion, opaque transactions and allegations of racist tropes : January 2022 was a time capsule showing the temporary alliance between celebrity ma
Million Dollar Round Table (MDRT)
FEBRUARY 19, 2023
By Bryce Sanders Have you ever heard a client say, “I never knew you did that! You never told me!” I have. Years ago, when I was a financial advisor at my former firm, the company got into the mortgage business. Advisors would receive notifications when clients applied for a mortgage elsewhere and their in-house assets needed to be verified. The advisor would comply, then call the client and say, “We do mortgages.
A VC: Musings of a VC in NYC
FEBRUARY 21, 2023
When a new technology comes to market, we often look for “native” applications of that technology. What is a “native” AI application? What is a “native” Web3 application? I have not seen a better articulation of “native” than my partner Albert’s post from 2009 on native mobile applications. He started out by laying out the new primitives that mobile smartphones made available to developers.
A Wealth of Common Sense
FEBRUARY 20, 2023
Today’s Talk Your Book is brought to you by Jensen Investment Management: We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses. On today’s show, we discuss: Jensens quality thesis What Return on Equity is Sector dynamics within the quality factor Discounted cash flow assumptions How to react when the facts change Forward-looking funds vs backw.
The Reformed Broker
FEBRUARY 20, 2023
One of the biggest stories in the markets so far this year is the $100 billion in lost market cap ripped out of Alphabet’s stock when it became apparent that the search giant was going to be under siege by Microsoft’s push into AI. How did such a successful, innovative business like this suddenly find itself in this position? Maybe it wasn’t so sudden.
Million Dollar Round Table (MDRT)
FEBRUARY 23, 2023
By Matt Pais, MDRT Content Specialist With all the work advisors do for their clients’ financial health, it can be easy to overlook their own needs. This includes MDRT Past President Brian D. Heckert, CLU, ChFC , a 35-year member from Nashville, Illinois. Earlier in his career, thanks to his professional success, he accumulated other businesses including a car wash and multiple shoe stores.
XY Planning Network
FEBRUARY 20, 2023
8 MIN READ There are a million things to keep track of when running a business. There are customers and employees, marketing and keeping an eye on industry trends, cash flow and compliance. With these come a number of different dates to keep track of, which as a small business owner or a solopreneur can get overwhelming, fast. It’s easy to prioritize items that are more enjoyable than others (prospect lunch or update ADV … hmmm), or those that have an immediate impact on our day-to-day operation
Financial Times: Moral Money
FEBRUARY 19, 2023
The sector is attracting big inflows — but with them come fiercer competition and closer regulatory scrutiny
Financial Times M&A
FEBRUARY 22, 2023
Plus, missing Chinese dealmaker Bao Fan’s plan to move money to Singapore and Apollo finds a new board member in Washington
Walkner Condon Financial Advisors
FEBRUARY 21, 2023
How much can I contribute to my 401(k) in 2023? If you are under the age of 50, the maximum amount you can contribute (called an elective deferral) to your employer sponsored 401(k) plan is $22,500. This is an increase from the $20,500 you could contribute in 2022. If you are age 50 or older you are eligible to contribute an extra $7,500 for a total of $30,000 in 2023.
The Big Picture
FEBRUARY 24, 2023
Sonali Basak interviews AQR Capital Management’s Cliff Asness. They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.” AQR’s Cliff Asness on 60/40 Strategy, Market Risks Source: Bloomberg , February 23, 2023 The post Asness on Value Investing & Humility appeared first on The Big Picture.
Financial Times: Moral Money
FEBRUARY 23, 2023
While its founder plots US presidential run, ETF provider presses ahead with challenges to proxy advisers
Financial Times M&A
FEBRUARY 20, 2023
US businessman is still open to securing new investment for football club
SuperAngel.Fund
FEBRUARY 24, 2023
Founder Friday is a content series from SuperAngel.Fund that highlights companies across our portfolio and the inspiring founders behind them. In our 39th edition we are featuring Samir Shergill & Gautam Gupta , Co-Founders of Highbeam , a digitally-native, finance and banking platform for omnichannel brands. Co-founders Samir Shergill (previously at Microsoft, McKinsey and AppNexus) and Gautam Gupta (previously at Shopify, Venmo and Alloy) spent years working in the eCommerce ecosystem.
The Big Picture
FEBRUARY 23, 2023
Today I had some fun recording portfolio rescue with Ben and Duncan the whole thing is worth watching (I pop in around the 17-minute mark). We talk a bit about real estate and what the 70 million retiring boomers will do to the markets. Both questions are a fascinating reveal of how a common understanding of complex subjects barely scratches the surface of the rich complexities that lay beneath.
Financial Times: Moral Money
FEBRUARY 18, 2023
The ESG initiative pledges to turn companies into forces for good, but some are wary of its growing focus on multinational corporations
Financial Times M&A
FEBRUARY 24, 2023
Sheikh Jassim bin Hamad al-Thani comes from huge wealth and has vowed to bring success back to the club
Conneqtor
FEBRUARY 23, 2023
As a financial advisor, you’re responsible for helping your clients manage their money, everything from educated investment decisions to insurance and planning for milestones like retirement. But in order to succeed in this competitive industry, you need to have a solid understanding of marketing as well, so that you can effectively promote your services.
Advent International
FEBRUARY 23, 2023
Shanghai, 23 February 2023 – Advent International (“Advent”), one of the world’s largest and most experienced private equity investors, today announced that it has invested in LBS Group (“LBS”), a leading pest control operation (PCO) and hygiene solutions provider in Greater China. LBS Group offers a wide range of pest control and hygiene management products and services in Asia.
Financial Times: Moral Money
FEBRUARY 24, 2023
Top 50 public companies pay out the majority of rewards for carbon emissions goals
Financial Times M&A
FEBRUARY 21, 2023
Canadian miner completes shift out of fossil fuels amid mounting criticism of sector
Integrity Financial Planning
FEBRUARY 22, 2023
When you own a business, you have a lot to care for. While you’re busy juggling everything to keep the business going, you might be overlooking these five dangerous things that can leave you in a lurch should you one day face them. Instead of winging it, make a plan and prepare for the possibility of one of these five things: divorce, disability, distress, disagreement, and death.
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