This is going to be BIG.

FEBRUARY 27, 2023

“Extend your runway.” That’s what every VC is telling their portfolio companies these days. The very important part they’re leaving out, however, is, “But keep growing at the same pace before the cuts.” In other words, they’re telling companies that, in order to get next round funding, they’re somehow supposed to stay the same fast growers they were before the tech downturn, but just do that longer and get to higher aggregate revenue and performance numbers.

Startups 166

Startups Capital Funds Financing 166

A Wealth of Common Sense

MARCH 3, 2023

The latest Case-Shiller national home price index data was released this week. Here’s where we stand in terms of the drawdown from peak prices: This is the third largest national home price drawdown since 1987 but I’m sure lots of people are surprised prices haven’t fallen more what with 7% mortgage rates and unsustainable price gains in recent years.

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The Big Picture

MARCH 2, 2023

Fascinating dive into rent increases on a county by county basis via USAFacts: Rents rose in 58% of all counties nationwide between 2020 and 2023. Data shows that rents rose and dipped between neighboring zip codes. Housing prices jumped during the COVID-19 pandemic as remote work caused many Americans to reconsider their living situations. Rent prices also rose, with inflation-adjusted median rent growing from $1,163 in 2019 to $1,191 in 2021, according to the US Census Bureau.

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The Reformed Broker

FEBRUARY 26, 2023

Act I Our hero Josh Brown spends a decade working at a succession of third-tier brokerage firms on Long Island and in New York City. He’s in his early twenties and knows less than nothing about stocks, bonds, mutual funds, investing, the economy, financial advice or anything else germane to the profession. He works for thieves, hustlers, well-meaning know-nothings and the morally compromised, men who will say and se.

Mutual Funds 117

Mutual Funds Funds Investing 117

FMG

FEBRUARY 27, 2023

We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. From their intuitive design to the way they market their businesses, these examples are sure to wow you. Read on to learn more about each website and why we chose to include it on our list. 10 Examples of Female-Led Firms and Their Websites The eight firms below have continued to impress us with their lead-generation tactics, the unique niches that they cater to, and much more,

Prospects 98

Prospects Fee Structure Asset Management Education 98

A Wealth of Common Sense

FEBRUARY 26, 2023

I write a lot about the benefits of investing in the stock market over the long-run. Anytime I share a chart or data point about these benefits invariably a handful of people will push back. What about other countries they ask. Isn’t the U.S. just survivorship bias they protest. I don’t mind people taking the other side here. That’s what makes a market.

Investing 122

Investing Stock Market Stock Market 122

Integrity Financial Planning

FEBRUARY 26, 2023

Tax season is fast approaching, so you may find yourself with some important tax questions. This article will cover some of the pitfalls of this process to make sure that you get the most out of your taxes this year. Don’t file too early! You may be eager to file your taxes to get your return as soon as possible, but filing before you have all your documents can actually cause delays in getting your return.

Taxes 98

Taxes Financing Finance Returns 98

Walkner Condon Financial Advisors

FEBRUARY 27, 2023

What is Bond Duration? It is important to understand that duration is a way of measuring how much bond prices are likely to change if and when interest rates move. In more technical terms, duration is measurement of interest rate risk. The key point to remember is that rates and prices move in opposite directions. When interest rates rise, the prices of bonds fall, and vice versa.

Portfolios 97

Portfolios Funds Returns Investing 97

A Wealth of Common Sense

MARCH 2, 2023

A reader asks: Can we get a breakdown from Ben on the pros and cons of long-term vs. short-term bonds? I’ve probably gotten more questions/comments about bonds over the past 6 months than I’ve received in the previous 6 years. The huge losses in fixed income last year have forced investors to become more thoughtful about how they allocate to this asset class.

Assets 106

Assets Investors 106

The Big Picture

MARCH 3, 2023

My end-of-week, Non-NonFarmPayroll, morning train WFH reads: • American workers aren’t returning to the office like their international counterparts—here’s why : Even as people got vaccinated and Covid restrictions eased over the years, U.S. office occupancy remains stagnant around 40% to 60% of pre-pandemic levels, Meanwhile, office attendance has returned to 70% to 90% in Europe and the Middle East, and around 80% to 110% in some Asian cities, meaning some workers are spending more time in the

Pension Funds 108

Pension Funds Consultants Consulting Asset Management 108

Integrity Financial Planning

MARCH 3, 2023

With the holidays over, we are officially approaching the thick of the winter season. This time of year can be difficult, whether it be the bitter cold, lack of daylight, or decrease in social gatherings. But there is one perk that winter brings: comfort food. Comfort food gives rise to a psychologically comfortable and pleasurable state when eaten. [1] Embracing Comfort Food As the name suggests, comfort food is any type of food that brings a person some fulfillment.

Financing 97

Financing Finance 97

Million Dollar Round Table (MDRT)

FEBRUARY 26, 2023

By Jaslyn Ng If there is one word to describe CEOs, it would be the word “busy.” This is backed by a 2018 study outlined in the Harvard Business Review that revealed CEOs work on average 9.7 hours per weekday and 62.5 hours per week. Having worked with more than 30 CEOs and key executives as my clients in 2022, I’ve extracted the five biggest financial mistakes ubiquitously made by them.

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A Wealth of Common Sense

FEBRUARY 28, 2023

I did an interview with Janet Alvarez for The Business Briefing on SiriusXM last week and she asked me for something I’m thinking about that not a lot of investors are talking about at the moment. It’s kind of hard to find something no one is talking about because so many people are talking all the time now what with 24-hour financial news channels, a plethora of financial media companies, blogs, Substacks, ne.

Stock Market 98

Stock Market Stock Market Investors Companies 98

The Big Picture

MARCH 2, 2023

My morning train WFH reads: • All the recessions that didn’t happen. The future doesn’t always cooperate with the present because whatever is going to happen hasn’t happened yet. So forecasters are frequently wrong. They’ll never stop forecasting, but their recent track record should make you skeptical every time you hear somebody predicting a recession. ( Yahoo Finance ) • World’s Rich Take Advantage as $1 Trillion Property Market Craters : Wealthy investors were the most active buyers of comme

Consultants 108

Consultants Consulting Asset Management Financing 108

Financial Times M&A

FEBRUARY 26, 2023

Alison Harding-Jones, who runs M&A business in Europe, Middle East and Africa, to depart in March

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98

Million Dollar Round Table (MDRT)

FEBRUARY 28, 2023

By Matt Pais, MDRT Content Specialist Not long after he came to the U.S. from India, Devang Patel, CFP, CLU , broke his leg playing volleyball. He had no health insurance, and his parents weren’t able to pay his medical bills. To Patel’s surprise, the doctor said, ”No charge – just pay it forward.” “They could have given me a payment plan or asked me to pay later.

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A Wealth of Common Sense

MARCH 2, 2023

A reader asks: Can we get a breakdown from Ben on the pros and cons of long-term vs. short-term bonds? I’ve probably gotten more questions/comments about bonds over the past 6 months than I’ve received in the previous 6 years. The huge losses in fixed income last year have forced investors to become more thoughtful about how they allocate to this asset class.

Assets 77

Assets Investors 77

The Big Picture

FEBRUARY 25, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • The Inside Story of How Wellington and Vanguard Became Partners : Last year, Greenwich Associates founder Charles Ellis published “Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business.

Buyout 105

Buyout Asset Management Assets Debt 105

Financial Times M&A

FEBRUARY 25, 2023

Qatari Sheikh Jassim bin Hamad al-Thani and British billionaire Jim Ratcliffe have both gone public with bids

Bidding 94

Bidding 94

Million Dollar Round Table (MDRT)

MARCH 2, 2023

By Tristan Karl Robert Hartey If someone sends us a referral, we always send a thank-you card or something along those lines. Our clients don’t necessarily know about the referral program, so if they refer someone who becomes a client, that’s when we ask, “Which one of these things would you like?” So it’s an added bonus because they say, “Oh, I wasn’t expecting to get anything.” Of course all gifts are subject to compliance approval.

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A Wealth of Common Sense

MARCH 1, 2023

Today’s Animal Spirits is brought to you by YCharts: Enter your information here to get 20% off YCharts (new clients only) On today’s show, we discuss: 10 years of A Wealth of Common Sense The most important charts for 2023 Soft landing? More like no landing Apartment rents fall as rush of new supply hits market There’s no going back to the old normal Tightening monetary policy and patterns of consumpt.

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The Big Picture

MARCH 1, 2023

I did a brand new presentation last week, the first one since the pandemic lockdown began 3 years ago this month. I mentioned how much fun it was to get back on stage , but it definitely took a while to settle into a groove. Haven’t brought myself to watch the full discussion yet, but from the first 5 minutes you can see lots of excess nervous energy and pacing about the stage.

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The Reformed Broker

MARCH 2, 2023

It was a lot of fun hanging with my old friend Howard Lindzon on his show this week. Listen above or wherever fine podcasts are played. The post The Past, Present and Future of Financial Media appeared first on The Reformed Broker.

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Financial Times: Moral Money

FEBRUARY 28, 2023

US fund managers highlight disputes over sustainable investing in latest annual reports

Funds 102

Funds Investing 102

A Wealth of Common Sense

FEBRUARY 27, 2023

Today’s show is brought to you by Nasdaq: We are joined by Phil Mackintosh, Chief Economist and Senior Vice President at Nasdaq, live from the Exchange ETF Conference in Miami! On today’s show, we discuss: If the Fed cuts rates this year or not, and what that means for the market Will there be a recession this year? What’s surprised Phil about the economy in the last 24 months How the labor market is this stro.

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Financial Times M&A

FEBRUARY 25, 2023

Hybe, which represents boy band BTS, is in a battle for control of former industry leader SM Entertainment

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The Big Picture

MARCH 1, 2023

My mid-week morning train WFH reads: • The SPAC Fad Is Ending in a Pile of Bankruptcies and Fire Sales : At least eight businesses that went public through mergers with “blank-check” companies have sought protection from creditors. ( Businessweek ) • Why WFH Will Not Doom Cities : Academics tend to overestimate the impact of current trends on cities today.

Buyout 57

Buyout Debt Assets Returns 57

The Reformed Broker

FEBRUARY 28, 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: ►Berkshire Letter – “Buffett went after the buyback people” ►Bad Year for 401(k)s – “New Fidelity data show a steep drop in seven-figure account balances.” ►Back to Basics – & The post Warren Buffett Strikes Back!

Financing 56

Financing Finance Accounting Investing 56

Financial Times: Moral Money

MARCH 1, 2023

New rules could sharply reduce the volume of bonds that qualify for a green label, say analysts

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Financial Times M&A

FEBRUARY 27, 2023

Tobacco group targets vaping company after writing down investment in Juul

Companies 98

Companies Investing 98

Indigo Marketing Agency

MARCH 3, 2023

Are you a financial advisor looking to take your client communication to the next level? If so, look no further than the power of a well-crafted welcome email series. With the fast-paced world we live in today, it’s more important than ever to make a lasting impression on new clients and prospects from the get-go. A welcome email series provides the perfect opportunity to do just that.

Prospects 52

Prospects Education Consultants Consulting 52

Conneqtor

MARCH 2, 2023

As a financial advisor, you may be wondering if eBooks are worth your time and effort. The short answer is yes, they absolutely are! Knowing how to write and market an eBook is a valuable tool that can help you attract new clients and nurture existing ones.

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Zajac Group

MARCH 3, 2023

A performance award is a grant of company stock or stock units, typically tied to a pre-determined metric or goal that is specific to the recipient or award itself. More often than not, the recipient is an executive. Interchangeably referred to as performance awards, performance shares, or performance units, similarities among performance stock awards (PSAs) can vary greatly from there. [1] Some act more like restricted stock, others are more like restricted stock units (RSUs).

Taxes 52

Taxes Consultants Consulting Legal 52

Financial Times M&A

FEBRUARY 26, 2023

Middle Eastern fund manager is latest private equity group to chase succession-related acquisitions

Funds 86

Funds 86