This is going to be BIG.

MAY 31, 2022

The pandemic and parenthood hasn’t been great for either my eating habits or my activity level—not to mention the two month grandparent visit when we brought Mirren home. Here’s my approach to my snacks: “I finished off this candy too fast. I can’t ever buy it again.” Here’s my father-in-law’s approach to my snacks: “I saw that you finished off the candy so I ran out and bought you some more.

Companies 78

Companies Portfolios Startups Investing 78

A VC: Musings of a VC in NYC

MAY 31, 2022

Gotham Gives is a public charity that the Gotham Gal and I started one year ago to complement the family foundation that we have been using to make philanthropic gifts for over two decades. A public charity allows us to raise capital from others in addition to our family’s philanthropic gifts. We use this public charity to put together syndicates of donors and raise more capital for our projects than would be possible on our own.

Venture Capital 88

Venture Capital Education Leveraging Capital 88

Financial Times: Moral Money

JUNE 1, 2022

JPMorgan chief pushes back against conservative criticism of corporate America’s environmental and social agenda

Capital 98

Capital 98

Financial Times M&A

MAY 31, 2022

Media group’s intention to go public falters amid dwindling enthusiasm for blank-cheque vehicles

97

97

Steve Sanduski

JUNE 3, 2022

In the SaaS business world, (Software as a Service), there’s something called The Rule of 40%. It says that to run a healthy business, your year-over-year (YOY) monthly growth rate plus your profit margin should add up to 40%. For example, if your May revenue growth rate was 10% above May one year ago, and your May profit margin was 30%, then you hit the 40% target.

Mergers and Acquisitions 52

Mergers and Acquisitions Taxes Assets Investors 52

Covisum

JUNE 3, 2022

There may be a significant tax opportunity for your clients who have company stock in their 401(k) plans that have highly appreciated over time. Net Unrealized Appreciation (NUA) allows clients to roll dollars in company stock into a brokerage account. They'll pay ordinary income tax only on the basis in the company's stock, and they will be able to pay capital gains tax , which is most often at a lower rate on the appreciation when they sell it in the brokerage account.

Taxes 52

Taxes Accounting Capital Companies 52

Financial Times M&A

MAY 31, 2022

Deal follows Serie A title win and caps turnround under activist investor’s ownership

98

98

Integrity Financial Planning

JUNE 1, 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? What Warren Buffet has to say about managing a portfolio might be a bit different than what’s best for you. What does Brian think you should pay attention to? When balancing assets in your portfolio, remember to keep the whole picture in mind.

Consultants 52

Consultants Consulting Assets Financing 52

Tobias Financial

JUNE 2, 2022

On June 10 th , Tobias Financial Advisors is proud to sponsor the 2022 Women’s Leadership Summit organized by FICPA. The Summit is designed to bring together novice and experienced professionals for a day-long program of education, collaboration and inspiration. We are always honored to support initiatives of personal and professional development and The Women’s Leadership Summit provides a great opportunity to network, exchange ideas with other women in the business and learn leadership, commun

Education 52

Education 52

Financial Times: Moral Money

JUNE 2, 2022

Meeting financial targets is tedious but promising to save the world sounds heroic

97

97

Financial Times M&A

MAY 31, 2022

Despite the promise of cost savings investors will still detect a whiff of panic from the Dutch group

Investors 85

Investors 85

Elevating Your Business

JUNE 1, 2022

If you have an email list of over 2,000 subscribers and want to reduce your email marketing costs, consider Sendy. I've been using this email newsletter program since 2016. It is also useful if you have multiple email lists to manage. What is Sendy? Sendy is a newsletter or ezine service that makes it possible. The post Sendy for Large Email Lists and Savings appeared first on Women Financial Advisor Coach Consultant.

Consultants 52

Consultants Consulting 52

XY Planning Network

MAY 31, 2022

5 MIN READ. “Every dream has a price.”. Want to take a guess at where that quote is from? We’ll get to that later, but for now, I want to position that behavioral finance is all about planning towards what’s important to someone. When you deeply understand what a client values and wants most, you can serve as a trusted guide ensuring their financial plan lands them right where they want to be.

Financing 52

Financing Finance 52

Financial Times: Moral Money

JUNE 2, 2022

Governments that drag their feet on climate policy risk a disorderly transition

Capital 91

Capital 91

Financial Times M&A

MAY 30, 2022

CMA issues temporary ruling while it considers full probe of supermarket chain’s takeover

79

79

Steve Sanduski

MAY 31, 2022

Your business may not be for sale, but it should always be salable. According to a 2019 study by J.D. Power , the average age of a financial advisor is 55; approximately one-fifth of advisors are 65 and older. If you’re within 5 – 7 years of exiting the business, succession planning should be one of your key strategic initiatives. Paul Blease advises that preparing to sell your practice is a process of analysis and optimization that requires a multi-year runway.

Consultants 52

Consultants Consulting Prospects Investing 52

Don Connelly & Associates

MAY 30, 2022

In their interactions with prospects, financial advisors reach a critical juncture when they must determine when or if a prospect is ready to become a client. If they make the wrong determination, it will likely result in a missed opportunity. Trying to close prospects before they are ready can push them away, while waiting too long can cause them to lose interest.

Prospects 52

Prospects 52

Financial Symmetry

MAY 30, 2022

? Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you need to listen to this episode. Today on the show, … Continued. The post Why You Need a Professionally Prepared Estate Plan, Ep #165 appeared first on Financial Symmetry, Inc.

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52

Financial Times M&A

JUNE 3, 2022

Deal is latest in a series of bolt-on acquisitions by pharmaceutical companies

Companies 82

Companies 82

Investment Writing

MAY 30, 2022

Can you spot what’s wrong in the image below? Please post your answer as a comment. Unfortunately, people make this mistake too often. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for May 30: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.

Investing 52

Investing 52

Financial Times: Moral Money

MAY 30, 2022

Markets still don’t reflect the scale of climate threats

87

87

Conneqtor

JUNE 1, 2022

As someone who’s been using video conferencing for some time I know for a fact that Zoom does not kill creativity, especially for financial advisors.

52

52

Financial Times M&A

JUNE 1, 2022

US pharma group to sell down stake in Haleon business that includes Panadol and Sensodyne after July IPO

Stakes 75

Stakes 75

Lakehouse Capital

JUNE 2, 2022

The following is a Lakehouse Capital feature article published on 3rd June, 2022. Here at Lakehouse Capital, we are long-term high-conviction growth investors. We believe to outperform the market, investors must think differently than the market. So, to facilitate divergent thought, we have developed a unique investing process. Rather than utilising the traditional industry or sector organizations, our team organises investment opportunities into three categories that we call Fascinations includ

Conglomerates 40

Conglomerates Liabilities Capital Portfolios 40

Financial Times: Moral Money

JUNE 1, 2022

Stefan Hoops catapulted into centre of Germany’s latest corporate scandal

Asset Management 78

Asset Management Assets 78

Sara Grillo

JUNE 2, 2022

This blog is not for the faint of heart. I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list.

Consultants 69

Consultants Consulting Assets Education 69

Financial Times M&A

JUNE 1, 2022

Bricks-and-mortar retailer says online fast-fashion group will benefit from its scale

73

73

Zajac Group

JUNE 1, 2022

Do you hold Restricted Stock Units (RSUs) that are about to vest, or have recently vested? That probably means you’re a valued employee, so congrats on that. Still, vested RSUs are a taxable event in your life, as well as a financial planning conundrum : Are you better off hanging onto the vested company stock you now hold, or selling them, to reinvest the proceeds elsewhere?

Taxes 52

Taxes Legal Leveraging Education 52

Financial Times: Moral Money

JUNE 2, 2022

Investors ask hard questions of the market trend, but responsible investing will survive

Investors 76

Investors Investing 76

Advent International

JUNE 1, 2022

SAN FRANCISCO / TEL AVIV — June 2, 2022 — Coralogix , a company using streaming analytics to rebuild the path to observability, today announced it has raised a $142 million Series D funding round, bringing the company’s total amount raised to $238 million. New investors Advent International (“Advent”) and Brighton Park Capital (“Brighton Park”) co-led the round with participation from Revaia and existing investors Greenfield Partners, Red Dot Capital Partners, Eyal Ofer’s O.G.

Funds 52

Funds Capital Financial Services Assets 52

Financial Times M&A

JUNE 1, 2022

The proposed newly enlarged group promises to deliver capital returns to investors

Capital 69

Capital Returns Investors 69

Financial Times: Moral Money

JUNE 1, 2022

Asoka Wöhrmann to step down from Germany’s top asset manager with effect from June 10

Asset Management 76

Asset Management Assets 76

Financial Times M&A

MAY 31, 2022

Plus, Peltz makes his presence known at Unilever and DSM seals two different deals

69

69

Financial Times M&A

MAY 31, 2022

Trian Fund Management has 1.

Stakes 93

Stakes Investors Funds 93