A Wealth of Common Sense
MAY 9, 2023
The United States makes up nearly 60% of the global stock market by market capitalization: The dominance of American stocks over the rest of the world wasn’t just a 20th-century phenomenon either. The performance over the past decade and change shows U.S. stocks winning hands down over our foreign counterparts: Many investors look at these numbers and wonder: What’s the point of owning international stocks i.
The Big Picture
MAY 8, 2023
There’s an old joke about a hypochondriac who is constantly complaining to his doctor about his many numerous, mysterious ailments. The Doc runs a full battery of tests, and delivers the bad news to the patient: “ Unfortunately, everything is okay… ” And that seems to be the same way many of today’s glass half-empty investors are digesting information about the markets.
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A VC: Musings of a VC in NYC
MAY 12, 2023
It has been a long time since I did a Funding Friday here at AVC. I used to do them every Friday. We have funded a lot of bars, restaurants, coffee shops, and bakeries here over the years. Here are a few examples. L’Appartement 4F Land To Sea There is a new wrinkle in crowdfunding restaurants, bars, coffee shops, bakeries, etc courtesy of USV portfolio company Blackbird, which I recently wrote about.
Integrity Financial Planning
MAY 12, 2023
If you are aging and unsure about your options for in-home care as you get older, this article is for you. We’ll also cover the pros and cons of hiring help through an agency and doing it yourself. The most important thing to understand is the basics. If you are a home-bound individual or have a home-bound loved one, there are two types of care available: home care services and home health services. [1] Home health covers things such as: Physical therapy Occupational therapy Speech therapy Skill
A Wealth of Common Sense
MAY 12, 2023
Financial success comes from some combination of hard work, discipline, patience and luck. That last piece is usually the biggest wild card. If you started investing in the early-1980s, you experienced 20 years’ worth of phenomenal returns from both stocks and bonds. If you started investing in the early-1960s, you experienced 20 years’ worth of rising rates and inflation which led to muted stock and bond retu.
The Big Picture
MAY 6, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How a Dishwasher Engineer Challenged Elon Musk’s Grip on Commercial Space : A Kiwi named Peter Beck built Rocket Lab into the second coming of SpaceX. An exclusive excerpt from When the Heavens Went on Sale, by the bestselling author of Elon Musk. ( Businessweek ) • The Secrets of Reedy Creek : Disney and Florida Gov.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Integrity Financial Planning
MAY 8, 2023
You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? You may think that the beneficiary just gets all the money in the account, but unfortunately, it’s not that simple.
A Wealth of Common Sense
MAY 11, 2023
A reader asks: Big fan of The Compound from Japan! My mother (59 yo now and will be retiring in 8 years) is one of those people who doesn’t believe in putting money in the stock market because she’s afraid to “lose it all” – there are a lot of people in Japan who are still traumatized from the stock market bubble collapse in the early 90s.
The Big Picture
MAY 8, 2023
My back-to-work morning train WFH reads: • How Sam Bankman-Fried Peddled a Story Everyone Wanted to Believe : In an excerpt from his upcoming book, Axios’s Brady Dale explores “what we think we know” about Sam Bankman-Fried, FTX, and the crypto industry. ( Institutional Investor ) • Where to Invest in Real Estate Now : Four experts offer timely ideas on where — and whether — to invest in this messy market. ( Bloomberg ) • 2023 World Changing Ideas Awards : Fast Company’s annual World Changing Id
The Reformed Broker
MAY 9, 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 Hathaway Highlights – “Warren Buffett’s Berkshire Hathaway dumps billions of dollars of US stocks” ►IPOs – “Kenvue Stock Jumps in IPO of Former J&J Consumer-Health Busi.
Million Dollar Round Table (MDRT)
MAY 9, 2023
By Michael DePilla, MDRT in-language content strategist Try out these ideas from MDRT members around the world to keep your pipeline of clients flowing. Prospecting tool I use a service called Copilot AI for automated digital prospecting through LinkedIn. In addition to finding and engaging leads through automated email requests, it invites prospects to my page and sends them a link to my calendar if they would like to schedule a meeting.
A Wealth of Common Sense
MAY 7, 2023
The Federal Reserve has a dual mandate — price stability and maximum employment. Prices haven’t exactly been very stable these past few years so it’s no surprise inflation has been the main focus for Jerome Powell and team. I’m sure the Fed wishes they could wave a magic wand that would keep the inflation rate and unemployment rate at their target levels.
The Big Picture
MAY 12, 2023
I had a very fun conversation with my friend Roben Farzad about the business of culture, the culture of business, media and technology, markets and politics, Hollywood, the economy, investing and so much more. “I’m Roben Farzad, my guest this week is esteemed polymath and Wall Street watcher Barry Ritholtz on bank failures and human nature remote work surprising relationship to productivity Twitter under Elon Musk and markets seeking new leadership and lots more do stay with us.
The Reformed Broker
MAY 6, 2023
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.
Financial Times M&A
MAY 8, 2023
Regulators stymied 10 out of 16 proposed Chinese deals in Europe’s tech and infrastructure sector, according to study
Million Dollar Round Table (MDRT)
MAY 11, 2023
By Antoinette Tuscano, MDRT Content Specialist You’re missing connecting with prospective — and even existing — clients if your marketing messages are only about how you do something better, faster or cheaper. Instead, communicate like some of the most successful leaders and companies. Talk about your why. Why do you care? Why are you truly in business?
XY Planning Network
MAY 8, 2023
Let's talk compliance. Eek! Sometimes that one word has the power to make financial advisors break out in a sweat. Many advisors—especially those who haven't managed their own compliance previously—can feel like it's the "monster in the closet." But it doesn't need to be! Here at XYPN, we have a dedicated team of compliance experts available to help with everything from initial registration to preparing for an RIA audit.
The Reformed Broker
MAY 9, 2023
Final Trades: Berkshire, Devon Energy & CRISPR Therapeutics from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Financial Times M&A
MAY 6, 2023
Protracted process is in sharp contrast to rapid deal for rival Premier League club Chelsea last year
A Wealth of Common Sense
MAY 10, 2023
Today’s Animal Spirits is brought to you by YCharts: See here to register for YCharts webinar discussing the scenarios tool with a big emphasis on how it helps streamline the financial planning process for advisors with RWM COO Nick Maggiulli on May 24th at 12:30pm Eastern On today’s show, we discuss: Jerome Powell faces lowest public confidence for Fed Chairman on record, Gallup says International diversification &
Financial Times: Moral Money
MAY 11, 2023
Bank pledges to step away from some fossil fuels ahead of annual meeting of shareholders
The Reformed Broker
MAY 12, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Dion Rabouin, and Downtown Josh Brown discuss inflation, the Fed, the labor market, Robinhood earnings, the advent of 24/7 trading, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else!
Financial Times M&A
MAY 6, 2023
Serial dealmaker Bristow forecasts market rally in gold and copper that will lift mining stocks
The Big Picture
MAY 11, 2023
SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). This year, we are upping the ante, with more guests speakers, more live podcast recordings, and more fun! I think for RIAs, it is the most important conference event of the year, as do others ( Best Conference Experience for 2023 ).
Ron A. Rhodes
MAY 9, 2023
In a previous blog post, I previewed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long…
The Reformed Broker
MAY 11, 2023
Final Trades: P&G, Terreno Realty, Toast & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Financial Times M&A
MAY 10, 2023
As buyout group moves on to focus on aerospace, investors ponder whether business model can be replicated in ever-shrinking UK equity market
Sara Grillo
MAY 8, 2023
Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. For those of you who are new to my blog, my name is Sara.
The Big Picture
MAY 12, 2023
My end-of-week morning train WFH reads: • The Home Buyer’s Quandary: Nobody’s Selling : Many are ready to move but don’t want to lose the low-rate mortgages they locked in a few years ago, crimping the supply of homes and keeping prices high ( Wall Street Journal ) • Inflation Is Predictably Bad. That’s Progress. Rapidly rising prices have become a “known known” that the central bank and investors can incorporate into their decisions.
Financial Times: Moral Money
MAY 12, 2023
Also in today’s newsletter, investors grow leery of companies without climate disclosures
Financial Times M&A
MAY 9, 2023
David Pannick KC, whose recent cases include Boris Johnson’s partygate probe, will lead the gaming group’s legal challenge
Pension Pulse
MAY 11, 2023
Paulina Pielichata of Pensions & Investments reports CDPQ works to pump $11.2 billion into European private markets: Canadian pension fund Caisse de depot et placement du Quebec has recently moved into its new London headquarters as it is working to deploy C$15 billion ($11.2 billion) in private markets across Europe. David Morley, managing director and head of Europe for the C$402 billion pension fund manager, said the team moved into the new office in January, doubling the size of its offi
The Big Picture
MAY 10, 2023
My mid-week morning train reads: • 26 Empire State Buildings Could Fit Into New York’s Empty Office Space. That’s a Sign. Unlike earlier eras of urban success, this time New York did not produce enough housing to keep up with demand. The cost of living skyrocketed. Compare New York with Houston, which remained affordable for ordinary Americans because it built aggressively.
Financial Times: Moral Money
MAY 8, 2023
Plus, why yoga wear makers are struggling to go green
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