The Reformed Broker
APRIL 15, 2023
I spent the week in Paris with the family and it was really an amazing trip. As you guys know I’m big on history and art and food and stuff so I had been looking forward to it for a long time. And the city did not disappoint. Other than the lack of ice cubes Some shots: The Hall of Mirrors at Versailles, which played host to some amazing moments in the history of the world.
The Big Picture
APRIL 19, 2023
Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point. No, the 60/40 mix of stocks and bonds is not dead; No, this is not the first time we had a regime of high inflation, transitory or otherwise.
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A Wealth of Common Sense
APRIL 20, 2023
A reader asks: I manage my investment portfolio, largely with a very boring mix of three funds: U.S. index fund, international index fund and a total bond fund. Looking at the yield on my bond index fund, it looks like I may be able to get I better yield in a money market fund. Is there any reason to keep my bond allocation where it is rather than moving it into a money market fund?
A VC: Musings of a VC in NYC
APRIL 17, 2023
USV’s current thesis is: Enabling trusted brands that broaden access to knowledge, capital, and well-being by leveraging networks, platforms, and protocols. [link] That last word is powerful but unfortunately less understood than the other words in that sentence. Protocols have been around forever and are well-understood codes of conduct between people.
Integrity Financial Planning
APRIL 18, 2023
If you are headed toward retirement soon, or you have just retired, you may find yourself wondering, “Is my nest egg enough?” It’s a common question and one that causes a lot of people a lot of reasonable anxiety. Because retirement finances are much more about prediction than they are about facts and assurances, it can be hard to feel confident that you will have enough to carry you through your entire retirement.
The Big Picture
APRIL 21, 2023
My fishing pal Sam Rines has spent much of this year pushing a thesis of “ Price over Volume” ; I found it a compelling narrative, one that fits in nicely with an apsect of inflation that I had originally underestimated: “Greedflation.” The Price over Volume thesis is both compelling and underappreciated. I hope you find his take thought provoking… -Barry Price over Volume remains a key theme this earnings season with PG’s earnings report the tip of the iceberg.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
The Reformed Broker
APRIL 18, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Goldman/Netflix Earnings – Stocks edge higher. ►Too Bearish – Has bearish equity positioning gone too far? ►Small Business Stress – “Only 1 in 4 small businesses think they could stay open for.
Integrity Financial Planning
APRIL 21, 2023
Retirement is a time to relax, reflect, and pursue personal interests that were set aside during one’s working years. Engaging in hobbies is a great way to stay active, learn new skills, and meet new people. For those entering retirement, there are many hobbies to consider that are both fulfilling and enjoyable. Gardening One popular hobby for retirees is gardening.
The Big Picture
APRIL 17, 2023
I mentioned a few weeks ago how much better Europe ‘s return to office rate was doing versus ours : 90+% RTO, while the USA is ~60%. I cannot speak to Europe, but that U.S. number is an average across all regions, industries, age groups, etc. In some parts of the country, it is appreciably higher or lower; as you might imagine, it varies greatly.
Million Dollar Round Table (MDRT)
APRIL 16, 2023
By Antoinette Tuscano At a certain level in your career, it’s often not a lack of skills holding you back from what you want to achieve but your mindset. Once you develop the mindset that takes you past self-imposed limitations, you’ll find ways to get the information and skills you need to reach your goals. In these favorite MDRT YouTube channel videos, MDRT members describe what mindsets took them to the next level of success. 5) Motivation gets you started, habit keeps you going Joshua S.
The Reformed Broker
APRIL 18, 2023
The ‘Investment Committee’ weigh in on the traditional 60/40 portfolio from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
XY Planning Network
APRIL 19, 2023
3 MIN READ Meet Jonathan Sprinkles. Best-selling author. TV personality. Coach. Father. No matter how he is described, Jonathan is known as “the guy” on the topic of connection. There’s one thing he really gets: the difference between what sells and what serves your clients. Jonathan's unique ability to inspire people to bring connection back to the center of their practice makes ‘professional connector’ seem like the most appropriate title.
The Big Picture
APRIL 21, 2023
My end-of-week morning train WFH reads: • What Beat the S&P 500 Over the Past Three Decades? Doing Nothing : A strategy of buying a basket of stocks and leaving them untouched outperformed the index, not to mention scores of active managers. ( Morningstar ) • AI Can Write a Song, but It Can’t Beat the Market : Quants have tried for decades with limited success at their biggest challenge ( Wall Street Journal ) see also ‘Overemployed’ Hustlers Exploit ChatGPT To Take On Even More Full-Time Jo
Million Dollar Round Table (MDRT)
APRIL 18, 2023
By John C. Moshides, CLU, ChFC There were three critical decisions I made throughout my career that helped me grow. They took me to MDRT, then Court of the Table and, ultimately, Top of the Table. (Read about qualifying for MDRT.) Those decisions were attending the MDRT Annual Meeting, joining a study group and hiring a coach. Attending the MDRT Annual Meeting Coming to this meeting is both a game changer and a life changer.
The Reformed Broker
APRIL 20, 2023
Final Trades: Gilead, Vertex, Wynn & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
A Wealth of Common Sense
APRIL 17, 2023
Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for Haruki’s year-end letter to investors. On today’s show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss investing in Large-Cap and Mid-Cap US Equ.
The Big Picture
APRIL 17, 2023
My back-to-work morning train WFH reads: • Would You Rather Outperform During Bull Markets or Bear Markets? It’s hard to believe how much brainpower, time, effort and money go into beating the market by hedge funds, mutual funds, separately-managed accounts and stock-pickers…and the vast majority of them fail at their stated goal. ( A Wealth of Common Sense ) • The Business of … Death : Why most American funeral parlors are family-owned and other fascinating insights—extreme embalming?!
Million Dollar Round Table (MDRT)
APRIL 20, 2023
By Matt Pais, MDRT Content Specialist It is generally easy to tell when something criminal is taking place or when someone is taking advantage of an individual who is mentally impaired, said Dr. Bennett Blum, a clinical associate professor of psychiatry at the University of Arizona College of Medicine. But at least 80 percent of instances of abuse still go unreported, said Blum, who serves on the board of directors for the National Committee for the Prevention of Elder Abuse and consults for the
The Reformed Broker
APRIL 21, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Ben Carlson, Ric Edelman, and Downtown Josh Brown discuss regulators vs Bitcoin, advice for financial advisors looking to get in the content game, the 2023 banking crisis, the new 60/40, exponential technology, how AI will impact financial advice, longevity, and much more!
Financial Times: Moral Money
APRIL 19, 2023
Nest and four other UK retirement funds will vote against the chair’s reappointment
The Big Picture
APRIL 15, 2023
This week, we speak with Joseph Baratta , who since 2012, has served as Global Head of Private Equity at Blackstone – the world’s largest alternative asset manager, with $975 billion in assets under management. Baratta, who joined the firm in 1998, is also a member of the board of directors and serves on multiple management committees, as well as the firm’s investment committees.
Financial Times M&A
APRIL 17, 2023
Plus, Apollo courts THG in its latest UK takeover play and an activist investor takes on Rome’s powerful politicians
Hubly
APRIL 18, 2023
Are you curious about how artificial intelligence can benefit your practice? Learn how to incorporate ChatGPT into your practice to streamline the client review follow-up process.
Financial Times: Moral Money
APRIL 20, 2023
Investors need to pushing clothing manufacturers to do more
The Big Picture
APRIL 18, 2023
My Two-for-Tuesday morning train WFH reads: • With the Odds on Their Side, They Still Couldn’t Beat the Market : In 2022, conditions were heavily in stock pickers’ favor, but most trailed the market. This year looks worse. ( New York Times ) • Scary economists and bad news : The news cycle has swung back to recession talk, even as inflation is coming down and unemployment is at a 50-year low.
Financial Times M&A
APRIL 20, 2023
Plus, problems pile up for Germany’s most valuable fintech and fears circle San Francisco’s start-up scene
SuperAngel.Fund
APRIL 21, 2023
Dear Friends, I am pleased to share the Q1 2023 recap for SuperAngel.Fund. During the quarter we made 9 investments (6 follow-ons), with a median check size of $75k and post-money valuation of $10m. Our investments were spread across Consumer (4), eCommerce SaaS (4), and Future of Work (1). Read the Q1 2023 Recap here 📝 Since the fund started in January 2021, we have deployed $6.9 million across 119 investments into 91 companies.
Financial Times: Moral Money
APRIL 18, 2023
Chinese fund houses showed the least progress and improvement, the environmental organisation says
The Big Picture
APRIL 15, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Make Something Wonderful : Steve Jobs in his own words ( Steve Jobs Archive ) • Inside Rupert Murdoch’s Succession Drama : With the $1.6 billion Dominion lawsuit threatening to hobble Fox News, the ink on his divorce to Jerry Hall still wet, and his broken engagement to Ann Lesley Smith even fresher, it’s been a chaotic 12 months for the 92-year-old conservative media baro
Walkner Condon Financial Advisors
APRIL 21, 2023
What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.
Conneqtor
APRIL 21, 2023
If you’re a financial advisor looking to build a strong and successful personal brand, you’re in the right place. Personal branding is becoming increasingly important in the financial services industry and for good reason. Building a strong personal brand can help you stand out from the competition, attract new clients, and grow your business.
Private Equity Support
APRIL 20, 2023
Investing in agriculture can be an extremely rewarding experience, but it also comes with unique challenges. For investors, it takes a lot of knowledge and expertise to identify the most promising opportunities and mitigate risks in the sector. That’s where the AgriPitch 2022 Dealbook comes in. The AgriPitch 2022 Dealbook is an essential resource that provides investors with comprehensive insights and analysis on different agricultural ventures across Africa.
The Big Picture
APRIL 19, 2023
My mid-week morning train WFH reads: • The Myth of the Broke Millennial : After a rough start, the generation is thriving. Why doesn’t it feel that way? ( The Atlantic ) • How 2022 Became a Record Year for US Income Taxes : An asset-price boom, a progressive tax code and inflation interacted to drive effective rates higher than ever. Now the process is working in reverse. ( Bloomberg ) • Tax season is getting longer.
Mainsail
APRIL 20, 2023
For the 12th year running, Mainsail Partners has conducted its Annual Bootstrapped Sentiment Survey, which interviews hundreds of SaaS founders on their industries, the economy and their predictions for growth.
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