A VC: Musings of a VC in NYC
MAY 22, 2022
Back in February of last year, I wrote a blog post with the same title and said this about the asset price bubble we were living in and investing in over the last few years: The big question is how does this end? I believe it ends when the Covid 19 pandemic is over and the global economy recovers. Those two things won’t necessarily happen at the same time.
This is going to be BIG.
MAY 26, 2022
“Personal Branding” The term is fingernails on a chalkboard-level cringe for many of the best founders—mostly because it feels most of the people who spend time building their personal brand don’t actually have much there there behind it. At best it’s boasting and at worst, it’s blowing smoke. Which means that most of the people who actually do have the most interesting and useful experience to add to the public conversation aren’t doing so.
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Financial Times: Moral Money
MAY 25, 2022
World’s second-largest asset manager cites its duty to maximise returns for clients
Financial Times M&A
MAY 26, 2022
Takeover would help transform acquisitive semiconductor company into diversified tech business
Dear Mr. Market
MAY 27, 2022
Dear Mr. Market: Simple title. Simple reality. That’s exactly where we’re at right now. We’re not going to wait for the financial media to announce it or tell us that it’s only a bear market if we officially drop -20% or more. The intent of this article is to explain not only what a real bear market is, and how this one has behaved differently, but also what to do next.
Walkner Condon Financial Advisors
MAY 27, 2022
I originally wrote this blog post in July 2021. I am updating the post as a great deal has changed in our lives since last summer. We are still dealing with the impact of COVID on a daily basis; albeit, it is in many different ways. Our consumer habits are much closer to pre-pandemic patterns. We are dining in restaurants and shopping in stores. Travel is returning to more normal levels as well.
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Financial Times M&A
MAY 23, 2022
Plus, Michael Dell’s deal of the century continues to pay off and the CEO of Hong Kong’s stock exchange attempts to attract foreign IPOs despite the odds
Diamond Consultants
MAY 27, 2022
What’s changed at Edward Jones—and what’s driving so many advisors to seek other options? While many brokerage firms have seen noticeable advisor attrition in recent years, the velocity of moves away from Ed Jones, a firm that built its legacy on a strong culture, begs a few important questions. What’s driving momentum? Where are these advisors going?
Lakehouse Capital
MAY 25, 2022
The following article was featured in Livewire on May 24, 2022. In times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making returns in the market is to not be scared out of it. That said, the severity of the current market drawdown is certainly nothing to sneeze at, with the S&P 500 declining 8.8% in the month of April alone.
Financial Times: Moral Money
MAY 22, 2022
As more money looks to benefit from the transition away from fossil fuels, picking when and where to invest responsibly is becoming ever more complicated.
Financial Times M&A
MAY 27, 2022
Hock Tan and Michael Dell agreed industry-defining deal, codenamed ‘Project Atlas,’ within two weeks
BlueMind
MAY 26, 2022
Category: Client Relations. Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Difficult clients are unavoidable in any business and while facing them, an advisor must have the temperament and patience to deal with them in a calm and professional manner no matter how unreasonable or inappropriate they might become.
Integrity Financial Planning
MAY 25, 2022
In the news, we’re hearing a lot about inflation and the stock market. What do you need to watch out for and what does Brian have to say about it? After months of rising inflation, April’s inflation numbers went down the slightest bit. How do these numbers factor into a financial plan? Brian talks about a company that tracks inflation and how now compares to how it was calculated in the past.
Financial Times: Moral Money
MAY 24, 2022
The Stuart Kirk spat reveals the profound level of uncertainty that makes global warming unlike any other public policy problem
Financial Times M&A
MAY 22, 2022
Deal for software group would generate windfall for software group’s largest shareholder Michael Dell
Conneqtor
MAY 26, 2022
Why did you choose to work from home? For me, it was to have more balance in my life. But what is work from home creep, and how do we avoid it? In a recent LinkedIn post, I shared my thoughts on Work From Home Creep after reading this article by The Atlantic here.
Wealthfront
MAY 26, 2022
Stock market volatility can be unnerving. No investor, whether they’re new to investing or have been making deposits for years, likes to see the value of their portfolio go down—even if it’s just temporary. When the market takes a turn, some people will inevitably sell investments in an attempt to minimize their losses, while others […]. The post The Stock Market Is Down—What Should I Do?
Financial Times: Moral Money
MAY 24, 2022
Stuart Kirk’s speech has won plaudits for prompting debate, but drawn criticism for downplaying risks
Financial Times M&A
MAY 27, 2022
Number of businesses in region are considering blank-cheque company option despite it falling out of fashion elsewhere
Diamond Consultants
MAY 24, 2022
Many advisors cite “improving client service” as the catalyst for a move—but knowing what the real impact will be is critical. What motivates top advisors who are knocking the cover off the ball to risk disrupting momentum by making a move? No doubt, every advisor wants to improve their ability to grow the business. But ultimately, most will share that the quest to deliver more – and better – service for clients drove them to make the leap.
Steve Sanduski
MAY 24, 2022
Marcus Buckingham says love, the most powerful of human emotions, has been systematically drained from our lives – our work, teams, and classrooms, and it’s time we brought love back in. Does everyone who works for you spend at least 20% of their workday doing something that they love? More importantly, perhaps: Do you? According to work and leadership expert Marcus Buckingham, truly successful people don’t chase work-life balance.
Financial Times: Moral Money
MAY 22, 2022
Executives criticise Stuart Kirk’s speech despite bank being aware of its title
Financial Times M&A
MAY 25, 2022
Tesla chief says he will need to secure $33.5bn of equity after allowing $6.
XY Planning Network
MAY 23, 2022
XY Planning Network members regularly serve as subject matter experts for major media outlets—impressive, we know. (We help make connections by inviting our journalist friends to submit requests for XYPN members' expert input using our media portal.) We've compiled this roundup of recent articles featuring some superstar XYPN member advisors.
Don Connelly & Associates
MAY 23, 2022
The first meeting with a new client should be a momentous event for both you and the client. For your client, it's the first opportunity to validate their decision to select you as their advisor. For you, it's the first opportunity to showcase your professionalism and reinforce your new client's decision. You both hope this will be the beginning of a long and trusting relationship.
Financial Times: Moral Money
MAY 27, 2022
We have worked out how to make money from an infinite resource
Financial Times M&A
MAY 22, 2022
Top US enforcer wants more scrutiny of ‘roll up’ acquisitions which build dominant market shares
ModernAdvisor
MAY 25, 2022
April was a difficult month for equity markets around the world, while bonds continued to suffer. April 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. April was a difficult month for equity markets around the world, […].
Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer.
Financial Times: Moral Money
MAY 21, 2022
Funds focused on environmental and governance issues have heavy allocations to tech sector
Financial Times M&A
MAY 25, 2022
Social network’s shareholders are not the only ones fretting over whether Elon Musk pushes through with the deal
This is going to be BIG.
MAY 24, 2022
If you’re out raising, it’s quite normal for you to peer over the fence and see how far other founders are getting at the same stage. The most obvious attribute for comparison is stage—have they launched, do they have paying customers, etc. Unfortunately, this is a fundamental misunderstanding of how startups raise. Fundraising is not a reward for the past.
Financial Times: Moral Money
MAY 23, 2022
Pending rules come as funds repackage themselves for the $3tn ‘sustainable’ market
Financial Times: Moral Money
MAY 25, 2022
Clients should be warned that explicitly ‘green’ investments can have lower returns
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