A Wealth of Common Sense
JANUARY 19, 2023
A reader asks: Is it crazy to be 100% in stocks from age 32 to sometime in my 50s for my retirement accounts? And another reader asks a similar question: I don’t get why people work a 30+ year career while investing in stocks only to glide path into a heavier bond allocation around retirement. Why not just stay 100% in stocks, benefit from share price appreciation and collect dividends for life?
The Big Picture
JANUARY 19, 2023
Last year, we hosted the first Future Proof conference , and it was. The reviews were fabulous: Morningstar , L.A. Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. Attendees from all over the country (and the world!) came to discuss the most important issues surrounding advising clients.
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The Reformed Broker
JANUARY 18, 2023
FUTURE PROOF FESTIVAL 2023 TICKET REGISTRATION IS NOW OPEN Join us September 10th-13th in Huntington Beach, CA! It’ll be the lowest rate you’ll ever pay to attend. Prices jump in 2 weeks. Use the link down below to register now. See you there[link] pic.twitter.com/BTO0RNivhJ — The Compound (@TheCompoundNews) January 18, 2023 Last September we threw the biggest wealth management festival (and proba.
Tobias Financial
JANUARY 18, 2023
Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education to help our clients achieve their financial goals. Tobias Financial Advisors is proud that our team members constantly strive to grow and expand their knowledge.
A Wealth of Common Sense
JANUARY 15, 2023
Some people might think it’s bizarre that turning the page on the calendar should matter to investors. Why do investment professionals care about the end of a month, quarter or year? These periods do seem arbitrary but the changing of the calendar from one year to the next offers a good chance for market nerds like myself to update some long-term market data.
The Big Picture
JANUARY 20, 2023
There seems to be a debate going on today between economists and market technicians (!?) as to whether we are in a bull or bear market. I’ve defined markets in the past (see this) so those who want to delve deeper can. Regardless of where fall in the bull/bear spectrum – I have been constructive here – allow me to point out some bullish items you may have overlooked (I’ll discuss bearish concerns next week).
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Integrity Financial Planning
JANUARY 20, 2023
Often people focus on the direct employment benefits of a college education. They want their children and grandchildren to go to college so they can get better jobs. They want their children and grandchildren to learn the exact skills they will need so they can get that job. But a college education provides so much more to a student than specific workplace knowledge.
A Wealth of Common Sense
JANUARY 17, 2023
Most investors would probably like to move on and forget about 2022 when it comes to market performance. It was an all-time bad year for the markets. But there were some valuable lessons in the carnage. You learn more about yourself during a bear market than a bull market. This piece I wrote at Fortune delves into 5 lessons for investors from 2022. * Last year was one of the worst for financial markets in modern eco.
The Big Picture
JANUARY 16, 2023
Visual Capitalist : How much money is a brand truly worth? For some companies, a brand is something that helps slightly boost customer engagement and sales. But for others, including some of the largest companies in the world, a strong brand is one of their most valuable assets. The post Most Valuable Brands, 2000–2022 appeared first on The Big Picture.
The Reformed Broker
JANUARY 18, 2023
Netflix is one of the biggest bouncers in the entire market, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
Integrity Financial Planning
JANUARY 19, 2023
Building towards retirement, you have made many financial decisions. Perhaps you maxed out your credit card on clothes in your early 20s or chose the wrong payment plan for your car loan or home mortgage. Regardless, you’ve navigated many financial obstacles and gained wisdom that can now be passed on to your kids and grandchildren. Although money can be a difficult topic to discuss, sharing this wisdom can help future generations make better-informed financial decisions.
A Wealth of Common Sense
JANUARY 20, 2023
In the fall of 1981 the yield on 30 year U.S. Treasury bonds hit 15%. Fifteen percent! For 30 years! One million dollars invested at that time would have been paying out $150,000 a year in interest for 3 decades.1 Can you imagine how much demand there would be for bonds yielding 15% for that long today? The funny thing is when bond yields hit these levels in 1981 no one wanted to buy them.
The Big Picture
JANUARY 14, 2023
This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. 1. Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. 1, she founded an advisory firm where she worked closely with CEOs to accelerate growth. She also served as a founding member of BlackRock’s iShares business, where she helped drive the development of the global ETF industry and iShares’ leadership role within it.
The Reformed Broker
JANUARY 20, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Doug Boneparth, Phil Huber, and Downtown Josh Brown discuss discuss alts, bonds over stocks, the probability of a recession, ETF flows, Schwab’s double downgrade, why Bill Ackman cares about Sam Bankman-Fried, Einhorn’s turnaround, who’s going to buy WWE, rising interest rates, and much more!
Million Dollar Round Table (MDRT)
JANUARY 20, 2023
By Michael DePilla, MDRT in-language content strategist Success is often achieved in small, consistent steps. MDRT members share their tips and hacks that make life and work easier for them. Small steps A key to reaching your goals is to measure your achievements. The shorter these measurements are, the easier it will be to track your productivity and, in turn, the easier it will be to correct what is not turning out as you had planned.
XY Planning Network
JANUARY 16, 2023
4 MIN READ. New year, new firm? Whether you’re changing firms or starting your own, there are many things to consider and do. If notifying or bringing your clients with you is on your checklist, add this task first: C heck employment contract. When advisors start a new job with a broker-dealer or RIA, likely the last thing they’re concerned about is leaving it—or reading the fine print on their employment agreement regarding terms they may be bound by if they depart.
The Big Picture
JANUARY 16, 2023
Happy MLK day ! Markets are closed, but the flow never stops. Contextualize the news with our 3-day weekend reads: • The Disappearance of the Hit-Driven Business Model : As the industry changes, where do creative producers fit in? How do we make a living and provide services for the subscriber-driven companies? How do we get paid a sustainable salary, while also having healthcare and supporting the overhead of our work, which often comes out of our own pocket?
The Reformed Broker
JANUARY 17, 2023
Final Trades: Nextera, Corning & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Million Dollar Round Table (MDRT)
JANUARY 15, 2023
By Bryce Sanders I have always loved the beginning of the new production year because it means I’m not behind! With a clean slate, the firm’s top producers and I are both at the same starting point. It won’t stay that way though. Here are a few ideas on how to start the new year by putting some numbers on the table: Talk with clients about New Year’s resolutions.
Steve Sanduski
JANUARY 16, 2023
There is truth in the old saying, “What gets measured gets done.” But I’m going to ask you to change how you “measure.”. Rather than setting SMART goals , I challenge you to make “commitments.”. A commitment is a looser but more emotionally engaged form of a goal. For example, you would not set a goal to love and cherish your spouse. Where is the romance in that?
The Big Picture
JANUARY 14, 2023
The weekend is here! Pour yourself a mug of Volcanica coffee , grab a seat by the fire, and get ready for our longer-form weekend reads: • A Chicago Attorney Is Getting Justice For Hundreds Of Wrongfully Convicted People All At Once : Josh Tepfer has helped exonerate 288 people, many of whom were convicted based on patterns of misconduct by corrupt police or officials. ( Buzzfeed ). • The Great Forgetting: Earth is losing its memory : A stratum of amnesia in the geological record, where overlyi
Financial Times M&A
JANUARY 15, 2023
Business leaders prepare to meet in Davos as a third of the world economy is forecast to be in recession this year
Million Dollar Round Table (MDRT)
JANUARY 17, 2023
By Johan Fanggara, CFP I love architecture and interior design. It’s one of my most-watched genres on Netflix. In fact, I often position myself as a financial architect because I help young families design and build their financial foundations. Those words are purposefully chosen to describe a process and journey. Whenever a client decides to work with me, we build their dreams together, making sure they come to fruition.
A Wealth of Common Sense
JANUARY 16, 2023
On today’s show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck See here for more information and FAQs on the Fallen Angel ETF On today’s show, we discuss: How the fallen angel idea came about How the risk of default calculations work What happens to a bond when it transitions from investment grade to high yield and vice versa High yield vs the S&P 500 Rising stars v.
The Big Picture
JANUARY 15, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption, and policy failures: • Not so faux: How the ‘fake’ fur industry is secretly selling you real fur : Faux fur is a staple of the fashion industry. But what’s marketed as fake might actually be all too real. ( Grid ). • How Trump’s allies stoked Brazil Congress attack : The scenes in Brasilia looked eerily similar to events at the US Capitol on 6 January two years ago – and there are deeper connections as well. ( BBC ) see
Financial Times: Moral Money
JANUARY 16, 2023
Norway’s oil fund expects business leaders to sharpen up their act on climate and executive pay
Financial Times M&A
JANUARY 20, 2023
New brands have been snapped up by multinationals but the market is increasingly crowded
A Wealth of Common Sense
JANUARY 18, 2023
Today’s Animal Spirits is brought to you by American Century Investments: See here for more information on American Centuries Short Duration Strategic Income ETF On today’s show, we discuss: BlackRock vs. Goldman in the fight over 60/40 2023 was a record year for US dividends Neil Dutta and Conor Sen on the chances of a US soft landing New York manufacturing activity plunges to lowest since May 2020 Egg prices hav.
The Big Picture
JANUARY 17, 2023
My Two-for-Tuesday morning train WFH reads: • Are Declining Interest Rates Responsible for Stock Growth? While declining interest rates have been responsible for stock growth (at least at the extremes), interest rate changes don’t always determine our investment destiny. What does though? Fundamentals: ( Of Dollars And Data ) see also The Long-Term Wins : These periods do seem arbitrary but the changing of the calendar from one year to the next offers a good chance for market nerds like myself
A VC: Musings of a VC in NYC
JANUARY 17, 2023
It has been many years since I’ve written code. I’ve hacked around in HTML and CSS a bit on this blog and a few other places. But I have not actually written an application in a very long time. I think it might be thirty years since I’ve done any real programming. Over the year-end break, my partner Nick taught me how to use GitHub Codespaces and Netlify to quickly spin up development and deployment environments.
Financial Times M&A
JANUARY 20, 2023
The takeovers of Tiffany and Twitter reveal vast differences between the businessmen
Financial Times: Moral Money
JANUARY 18, 2023
Plus, a legal test case for the sustainability-linked bond sector
Steve Sanduski
JANUARY 20, 2023
Michael Fosnaugh is a Chicago-based Senior Managing Director and Co-Head of the Flagship Fund at Vista Equity Partners (Vista). Vista has over $95 billion AUM and over 20 years of experience investing exclusively in enterprise software. I talked to Michael about the opportunity in private equity and how he and his team analyze and invest in the B2B software market. “Making it the best it can possibly be.” Vista was founded by Robert F.
Hubly
JANUARY 20, 2023
I joined my first financial advisory firm in 2009, when I was just out of undergrad. I was just a kid, really, but I thought he knew everything — why else would I think I could bootstrap a firm in the wake of a global financial crisis?
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