Private Equity Info

FEBRUARY 13, 2023

When I launched Private Equity Info in 2005, I sought to provide the Investment banking industry with a solution to generate targeted buyer lists for their clients' companies quickly. But, of course, the key word is "targeted." As an Investment Banker, I knew there was a better way to manage an M&A process and to identify the best opportunities from the thousands of potential acquirers.

Investment Banking 130

Investment Banking Investment Banks Banks Investing 130

A Wealth of Common Sense

FEBRUARY 17, 2023

As a staunch proponent of thinking and acting for the long-term as an investor, the following chart from Ben Laidler at eToro cuts deep: The average holding period for an individual stock in the U.S. is now just 10 months, down from 5 years back in the 1970s. The average mutual fund holding period is longer at two-and-a-half years but that still feels way too low for my taste.

Mutual Funds 129

Mutual Funds Funds Investors 129

The Big Picture

FEBRUARY 16, 2023

Do you want to continue working from home? Is it past time to return to the office? How much collaboration can you do remotely? How much screen time are you wasting in the office? This has become a contentious debate between senior management at large companies and their staffers; it is especially true for younger employees. As always, there are much broader factors driving this issue than what appears on the surface.

Returns 119

Returns Companies 119

The Reformed Broker

FEBRUARY 11, 2023

It was a wild and wonderful week in stock-land and we covered pretty much everything that happened across all the firm’s blogs and shows. We know you can get your news and insights about the market from anywhere, so we appreciate that so many of you turn to us for all the breakdowns and write-ups. If you haven’t been reading Nick, Ben and the rest of the gang lately, you’re missing some amazing stuff.

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BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Navigating through the various government benefits for special needs clients and putting in place a financial plan for such a client can be an overwhelming challenge for any financial advisor.

Taxes 97

Taxes Financial Services Financing Finance 97

A Wealth of Common Sense

FEBRUARY 14, 2023

I started A Wealth of Common Sense 10 years ago. Before ever hitting the publish button on my first piece, I created a list of topics and blog posts to write about. Based on that list I thought this blog might last 6 months max. I certainly didn’t think I would still be writing on a regular basis a decade later. And never in my wildest dreams did I think starting a blog would completely change my career trajectory a.

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A VC: Musings of a VC in NYC

FEBRUARY 14, 2023

First and foremost, this is not tax advice. I am not a tax advisor and you should never take anything you read here as tax advice. If you read something here that makes you think you should take some tax-related action, please always consult your tax advisor. With that disclosure out of the way, I would like to talk about 83b elections. An 83b election is a choice a taxpayer can make to pay the taxes in full at the time of the grant of an asset that vests over time and would otherwise be taxed a

Startups 93

Startups Taxes Consultants Consulting 93

Million Dollar Round Table (MDRT)

FEBRUARY 14, 2023

By Mike Beirne, MDRT Round the Table editor At some point in their careers, advisors hit a slump. So how do you get out of this rut? An MDRT member shares what he did to rebound. Steven Yam Seng Yee, CIAM, ChFC, a 26-year MDRT member from Singapore, recalls a slump when he was only halfway toward requalifying for MDRT with two months left in the year.

Prospects 87

Prospects 87

A Wealth of Common Sense

FEBRUARY 12, 2023

Here is a headline about what happens after a bull market: And here is a headline about what happens after a bear market: Both of these pieces were written by the Wall Street Journal’s Jason Zweig. The bull market piece about ARK came out a little more than a year ago not long after the fund had seen spectacular returns. The bear market piece about covered calls came out this past week after that strategy outperfo.

Funds 112

Funds Returns Financing Finance 112

The Big Picture

FEBRUARY 17, 2023

My end-of-week morning train WFH reads: • It’s a Richcession, Not a Recession. Most economic downturns hit lower-income Americans hardest, but this time is different. The stock market’s winners and losers will be different too. Here’s your investing playbook. ( Wall Street Journal ) • From Math Camp to Handcuffs: FTX’s Downfall Was an Arc of Brotherhood and Betrayal : Gary Wang and Sam Bankman-Fried are offering dueling accounts of the FTX fiasco and of who’s ultimately to blame. ( Bloomberg ) s

Taxes 112

Taxes Banks Assets Investment Firms 112

Financial Times M&A

FEBRUARY 16, 2023

Decision is sign of spending slowdown by conglomerate in wake of short seller attack

Conglomerates 109

Conglomerates 109

Million Dollar Round Table (MDRT)

FEBRUARY 16, 2023

By Antoinette Tuscano, MDRT Content Specialist Don’t wait to evaluate your performance. Instead, start early in the year to think about how you can improve in the upcoming months to create a successful year. Here are a few ideas from MDRT members and other experts on how to keep getting better. 1) Review goals weekly Don’t wait until the end of the year to review your goals, because it could be too late by then, said 19-year MDRT member Ravi Pahlajrai Rajpal from Mumbai, India.

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A Wealth of Common Sense

FEBRUARY 16, 2023

A reader asks: So I work in Tech at a company whose name ends in dot ai and there is all this talk of the AI bubble and how VCs have quickly moved from Crypto to AI, not to mention all the buzz around ChatGPT. Question is – can you have a bubble in a high rate / rising rate interest environment or do we need low rates / easing Fed as a precursor to any bubble?

Companies 75

Companies 75

The Big Picture

FEBRUARY 11, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • How HBO’s creatives survived corporate chaos Authors Felix Gillette and John Koblin explain how your favorite shows kept HBO afloat. ( The Verge ) • What is ChatGPT and why does it matter? Here’s everything you need to know : This AI chatbot’s advanced conversational capabilities have created quite the buzz.

Legal 110

Legal Liabilities Assets Investing 110

Financial Times M&A

FEBRUARY 16, 2023

Investment bank China Renaissance says it has been unable to contact its founder

Investment Banking 109

Investment Banking Investment Banks Banks Investing 109

Financial Times: Moral Money

FEBRUARY 11, 2023

Contract awarded by Dutch pension fund Pensioenfonds PGB is one of the biggest ESG mandates

Pension Funds 90

Pension Funds Funds Investing 90

A Wealth of Common Sense

FEBRUARY 13, 2023

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss crypto in 2022 and what to look ahead for in 2023. On today’s show, we discuss: A sentiment check in Crypto How Bitcoin miners work 2022 headwinds for Bitcoin Value propositions of Bitcoin Transaction volume in Crypto Cyclicality within digital.

Assets 65

Assets 65

The Big Picture

FEBRUARY 13, 2023

My back-to-work morning train WFH reads: • How State Street Has Used AI to Find ‘Hidden Gems’ Since 2018 : Natural-language processing used in stock picking: Bartolini Wanted something forward-looking, dynamic, he says of the ETF. ( Bloomberg ) • What Recession? Some Economists See Chances of a Growth Rebound. The Federal Reserve has raised rates rapidly.

Assets 109

Assets Investing Investors 109

Financial Times M&A

FEBRUARY 17, 2023

Sheikh Jassim bin Hamad Al Thani makes debt-free offer for 100% ownership of Premier League club

Bidding 97

Bidding Debt 97

Financial Times: Moral Money

FEBRUARY 12, 2023

FT data specialists focus on net zero targets, ESG teaching and alumni career progress

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Tobias Financial

FEBRUARY 17, 2023

Tobias Financial Advisors is pleased to announce that our COO Edgar Collado along with other Certified Exit Planning professionals came together to form the Fort Lauderdale Chapter of the Exit Planning Institute. The launch of the Chapter is on February 21, 2023, at The Tower Club Fort Lauderdale from 5:00 PM to 6:30 PM EST. The purpose of the Chapter is to create a space for local professional advisors to collaborate, educate themselves and build awareness to better prepare business owners for

Education 52

Education 52

The Big Picture

FEBRUARY 15, 2023

My mid-week morning train WFH reads: • All Markets Are Uncertain : The Forecasters’ Hall of Fame Has Zero Members: In any given year, someone, simply due volume of forecasts, is “right”. I have yet to see anyone who can repeatedly, accurately forecast market outcomes. What we can say, with all certainty, looking backward, is that the S and P (and virtually every other market) has inexorably risen.

Conglomerates 108

Conglomerates Startups Legal Banks 108

Financial Times M&A

FEBRUARY 14, 2023

Warren Buffett’s conglomerate bet big on takeover that has encountered regulatory pushback

Conglomerates 98

Conglomerates Stakes 98

Financial Times: Moral Money

FEBRUARY 13, 2023

Issuance of debt that aims to hold companies to climate pledges has fallen amid ‘greenwashing’ concerns

Investors 78

Investors Debt Companies 78

The Reformed Broker

FEBRUARY 17, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jay Woods, Dan Russo, and Downtown Josh Brown discuss the New York Stock Exchange, technical analysis, the Dow Jones Transportation Average, Bitcoin, recession calls, stock/bond correlation, what drives Elon Musk, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

New York Stock Exchange 52

New York Stock Exchange Stock Exchanges 52

The Big Picture

FEBRUARY 12, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Rudy Then and Rudy Now : None of his doofus mishaps endear him to his detractors. His toxicity levels are too high. When Giuliani was revealed as a mystery contestant on Fox’s The Masked Singer, one of the judges, Ken Jeong (Knocked Up, the Hangover movies), walked off the set in disgust.

Taxes 108

Taxes Assets Investing Investors 108

Financial Times M&A

FEBRUARY 13, 2023

Take-private offer for UK-listed tech group comes amid complaints that London investors are failing to back digital start-ups

Bidding 70

Bidding Investors 70

Financial Times: Moral Money

FEBRUARY 14, 2023

Financial firms are targeting sustainability specialists ahead of new rules on greenwashing and environmental risk

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Integrity Financial Planning

FEBRUARY 16, 2023

When the New Year comes around, many people set out to create new goals for themselves. Some people vow to travel more, save more, or even make big lifestyle changes. While these are all great goals to have, they can be a little daunting and often take time to see through. So, why not start by slightly adjusting your day-to-day with these easy and healthy habits?

Financing 52

Financing Finance 52

The Big Picture

FEBRUARY 15, 2023

Source: The Measure of a Plan The post U.S. Stock Market Returns Over Rolling 1/5/10/20 Year Periods appeared first on The Big Picture.

Stock Market 121

Stock Market Stock Market Returns 121

Financial Times M&A

FEBRUARY 17, 2023

Crypto exchange’s decision comes as SEC and other regulators take aim at prominent companies in the sector

Investing 73

Investing Companies 73

Motley Fool Asset Management

FEBRUARY 16, 2023

Many people fear a recession. And for good reason! A recession generally means that the economy is faltering and the outlook dims. The generally accepted definition of a recession is two consecutive quarters of negative economic growth. In 2022, the first and second quarters contracted. But the economy expanded slightly in the third quarter. Despite not hitting recessionary levels, the general economic malaise had people feeling bad—really bad, as evidenced by consumer sentiment reaching decade

Investing 52

Investing 52

Tobias Financial

FEBRUARY 16, 2023

Inflation is hitting South Florida retirees and those who would like to retire especially hard. Some are looking to return to work and others can’t retire because costs are soaring – from food to gas to rent. Recently, our CIO Matthew Saneholtz shared his thoughts on this topic on CBS News. “These things happen every five years. Take a deep breath and don’t react emotionally,” says Matthew.

Returns 52

Returns 52

The Big Picture

FEBRUARY 11, 2023

This week, we speak with Rick Rieder , who is BlackRock ‘s chief investment officer of global fixed income, head of the fundamental fixed income business, and head of the global allocation investment team. He is responsible for some $2.4 trillion in assets. Before joining BlackRock in 2009, Rieder was president and chief executive officer of R3 Capital Partners.

Hedge Funds 72

Hedge Funds Banks Assets Capital 72