A Wealth of Common Sense

JANUARY 29, 2023

Each year Aswath Damodaran at NYU kindly updates the annual returns for stocks (S&P 500), bonds (10 year Treasuries) and cash (3-month T-bills) going back to 1928. I love this data because stocks, bonds and cash are the building blocks of asset allocation.1 Sure, you can add other asset classes and strategies but those three are where most investors should start when it comes to figuring out your portfolio mix.

Returns 139

Returns Assets Portfolios Investors 139

The Reformed Broker

FEBRUARY 1, 2023

Now listen up and listen good. Last May 4th, Fed Chairman Jay Powell told a press conference that “A 75 basis point increase is not something that the committee is actively considering.” Five weeks later, the Fed hiked rates by 75 basis points. Then he did another 75 basis points, then another 75 basis points, then another 75 basis points.

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The Big Picture

JANUARY 30, 2023

We live in an age of contextless slogans. It is the stock in trade of Instagram Influencers, TikTok Investors, and grinding side hustles. It’s a new flavor of b t designed to sell unwitting dupes some garbage product or worse, a destructive half-assed philosophy. In 2020, all you had to do was Hodl Meme stocks; In 2021, it was day trade your way to wealth; before that, just be a Crypto bro, or you can “ Have fun being poor !

Capital 119

Capital Investors Investing Financing 119

A VC: Musings of a VC in NYC

JANUARY 31, 2023

I’ve never done a cleanse. But many of my friends and family members have done them. There are various flavors of cleanses but the basic idea is you cut back your consumption of food and drink and replace it with mostly liquid nutrition for anywhere from a day to a month. I believe the most common lengths are in and around one week. As I understand it, the theory behind the cleanse is it helps your body eliminate all sorts of toxins that build up over time from a poor diet and other unheal

Venture Capital 107

Venture Capital Startups Capital Companies 107

A Wealth of Common Sense

JANUARY 31, 2023

It’s not difficult to find a bearish perspective during a bear market. The bad stuff gets amplified and feels much worse when investors are losing money. Although stocks have rallied this year we’re still well below the highs and remain in an economic environment that is increasingly hard to handicap. Nassim Taleb has never been shy about voicing his bearish prognostications.

Investors 125

Investors Financing Finance 125

The Reformed Broker

FEBRUARY 1, 2023

Gavin Spitzner loved the wealth management industry and the industry loved him back. Gavin was the founder of Wealth Consulting Partners and he was one of the most well known and beloved voices in the business. He passed away on Monday according to his family after struggling with acute myeloid leukemia (AML) which he was diagnosed with in September.

Consultants 103

Consultants Consulting 103

Integrity Financial Planning

FEBRUARY 3, 2023

It’s officially 2023, and the travel restrictions brought on by 2020’s global pandemic are now a thing of the past. Families and individuals across the globe are again dipping their toes into the world of travel. If you’re due for a vacation but are looking to avoid breaking the bank or lingering in big tourist crowds, these bargain destinations may be for you.

Banks 97

Banks 97

Elevating Your Business

FEBRUARY 2, 2023

65. Productize Your Services It's easier to sell a product you can see, right? Start by productizing your services. It's not consulting or coaching. it's a program called Book MORE Clients. Include images of the thin books (vs. promoting an ebook or report) and images of CD (for all the different video trainings involved), etc. The post 251 Small Business Marketing Tips in a Bad Economy appeared first on Female Financial Advisor Coach.

Consultants 93

Consultants Consulting 93

The Reformed Broker

JANUARY 28, 2023

We had a great time learning from Nathan Vardi this week. Nathan is the author of the new book For Blood and Money, which documents the story behind the biggest winners the stock market has ever. It’s also the story of some very interesting characters who were involved, including the hedge fund manager Joe Edelman, who is the best performing hedge fund manager from 1999 to 2020.

Hedge Funds 103

Hedge Funds Stock Market Stock Market Funds 103

The Big Picture

JANUARY 31, 2023

My Two-for-Tuesday morning train WFH reads: • The U.S. Consumer Is Starting to Freak Out : The flush savings accounts and cheap credit that helped keep Americans spending at high rates since 2020 are disappearing. ( Wall Street Journal ) see also The Decline of the Nice-to-Have Economy : Consumers are reining in their spending on pandemic-era luxuries and conveniences, just as investors are doing the same—putting startups in a double bind ( Wall Street Journal ) • After 30 Years, the King of ETF

Startups 108

Startups Legal Debt Banks 108

Integrity Financial Planning

JANUARY 29, 2023

If you forgot what compounding interest was, let’s refresh. Compounding interest is the process by which the interest earned on an investment is reinvested so that the initial investment grows over time. It may not seem like it, but compounding returns is a powerful tool that can significantly increase the value of an investment over the long term, making it an important concept to understand when planning for retirement.

Financing 95

Financing Finance Returns Portfolios 95

Million Dollar Round Table (MDRT)

JANUARY 29, 2023

By Kennedy Sumarlie, CFP Most of the time, retirement plans and children’s education fund-related products require long-term discipline and consistent financial commitment. This feels challenging for some clients. When I encounter a client who may be hesitant about long-term planning, I often use simple explanations. I avoid insurance jargon so it’s easier for people without an insurance background to understand.

Education 89

Education Prospects Banks Funds 89

The Reformed Broker

JANUARY 28, 2023

Somehow, incredibly, January is already pretty much in the books. That’s how fast 2023 is going. We got through the first wave of Q4 earnings reports from the likes of Intel, IBM, Microsoft, Netflix, the banks, Visa and American Express – so far, not terrible. Some bad reactions but some genuinely good ones. Just adds to the existing confusion.

Banks 103

Banks Stock Market Stock Market 103

The Big Picture

JANUARY 30, 2023

My back-to-work morning train WFH reads: • Breakup of Google’s Ad Business Would Reshape $500 Billion Sector : If government prevails, an asset spinoff is thought to be more likely than a sale. ( Wall Street Journal ) • China’s Big Comeback Is Just Getting Started : The country’s stocks are up 50% since officials rolled back Covid-19 restrictions.

Hedge Funds 108

Hedge Funds Financing Finance Private Companies 108

A Wealth of Common Sense

FEBRUARY 2, 2023

A reader asks: Without getting into the politics of throwing the U.S. government into default the threat is very real. How bout a discussion of how should retirees position themselves to protect their portfolio? Us old guys don’t have years to recover from a political sabotage of the markets and the economy. You know old folks read and listen to your stuff too!

Debt 87

Debt Portfolios 87

Integrity Financial Planning

FEBRUARY 3, 2023

With the new year in full swing, tax season is just around the corner. Filing federal income taxes can be a long and complicated process, and mistakes are bound to happen here and there. As many of us know, these small mistakes can cost you big in tax returns and penalties. That’s why it never hurts to brush up on the basics involved with filing your taxes.

Taxes 82

Taxes Banks Accounting Financing 82

The Reformed Broker

FEBRUARY 3, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jason Hsu, and Downtown Josh Brown discuss the latest FOMC meeting, the Chinese market, hard vs soft data, the housing market, earnings for Apple, Amazon, and Google, the Adani rout, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

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The Big Picture

FEBRUARY 1, 2023

Welcome to February! Kick off the new month with our mid-week train WFH reads: • The Shipping Industry Is Getting a Slew of New Vessels—Right as Demand Cools : Carriers plowed pandemic profits into a fleet of bigger cargo vessels. They’re arriving just as trade growth is softening. ( Businessweek ) • The Junkification of Amazon : Why does it feel like the company is making itself worse?

Assets 107

Assets Banks Investors Companies 107

A Wealth of Common Sense

FEBRUARY 3, 2023

A few weeks ago we were at my kid’s favorite playground and I noticed something about all of the other parents there — they were all playing with their kids. All of the other millennial parents were chasing around their kids, making sure they didn’t fall and hurt themselves or just generally keeping them entertained. This seems like a new-ish development.

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Indigo Marketing Agency

FEBRUARY 2, 2023

Last month, Indigo’s very own Digital Marketing Consultant, Katie Cress, was asked to speak at the Heath Walters’ Financial Innovation Summit in Tampa, Florida. With over 18 years of sales and marketing experience, Katie was able to share her industry knowledge with financial advisors looking to leverage their marketing and grow their businesses. For those who couldn’t make it to the conference, we thought we’d share Katie’s biggest takeaways here.

Leveraging 81

Leveraging Prospects Consultants Consulting 81

The Reformed Broker

JANUARY 31, 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: ►S&P Reshuffles – “Growth and value indexes run by S&P Dow Jones Indices saw record turnover, with almost a third of their market capitalization affected” ►Top 10 Stocks – “A remind.

Financing 98

Financing Finance Capital Investing 98

The Big Picture

JANUARY 28, 2023

The weekend is here! Pour yourself a mug of Guatemala Quetzaltenango coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Who Owns the Generative AI Platform? Many hot technology trends get over-hyped far before the market catches up. But the generative AI boom has been accompanied by real gains in real markets, and real traction from real companies.

Banks 99

Banks Companies 99

A Wealth of Common Sense

JANUARY 30, 2023

Today’s show is brought to you by Teucrium We had Sal Gilbertie, CEO of Teucrium on the show to get an update on global commodity markets and a rundown on Teucrium’s latest fund. On today’s show, we discuss: What is going on with Oil & Gas Thoughts on if inflation peaked or not Supply and demand within agriculture An update on grain exports from Ukraine Teucriums machine learning L/S fund How China affects.

Funds 80

Funds 80

Million Dollar Round Table (MDRT)

JANUARY 31, 2023

By Kate Zabriskie While a certain amount of turnover is healthy and normal, when you’re hemorrhaging staff it can take years to recover. And let’s face it, retention is tough in a lot of places. While you can’t make people stay, you can take some critical actions to address the main reasons people say, “See you later.” 1) Employees want a better relationship with their managers If you haven’t done a good job cultivating a good relationship with your direct reports, today is the day to start.

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The Reformed Broker

FEBRUARY 1, 2023

Josh Brown breaks down Wednesday’s post-Fed market action from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.

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The Big Picture

FEBRUARY 1, 2023

We are hiring! We are looking for client service associates who can help us continue to grow. We offer fantastic perks and benefits such as: Great company culture We embrace diversity and inclusion Remote/Work from home Comprehensive Benefits package 401k with match Generous time off Paid Parental Leave Support for Community Volunteering Exclusive employee discounts, special offers, and tickets to top attractions, theme parks etc.

Companies 94

Companies 94

Financial Times M&A

JANUARY 29, 2023

Investors question acquisition of cancer testing group that has also angered EU regulators

Investors 95

Investors 95

Financial Times: Moral Money

FEBRUARY 1, 2023

This award-winning FT series calculates the carbon costs and savings of individual lifestyle decisions

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The Reformed Broker

FEBRUARY 2, 2023

Final Trades: Uber, Palo Alto, Albemarle & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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The Big Picture

JANUARY 28, 2023

This week, we speak with Neil Dutta , partner and head of economic research at Renaissance Macro Research , where he analyzes global trends and cross-market investment themes. He was previously a senior economist at Merrill Lynch, and an analyst at Barron’s. He has appeared on Bloomberg TV and CNBC as well as in the Wall Street Journal, New York Times, Financial Times, Associated Press, and Bloomberg News for his insights on interest rates, inflation, the manufacturing sector, employment, and co

Investing 74

Investing 74

Financial Times M&A

JANUARY 30, 2023

Agreement aims to close bitter chapter following arrest of former boss Carlos Ghosn in 2018

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Financial Times: Moral Money

FEBRUARY 1, 2023

Plus, how western companies in Myanmar stay out of human rights debates

Companies 92

Companies 92

FMG

FEBRUARY 3, 2023

The majority of us “Google” when we are searching online. This offers a benefit to both consumers and businesses, as Google gives you the opportunity to rank higher. While tools like Google Analytics, Google Trends, and Google Search Console allow businesses to understand how their site can rank better. Google Business Profile is another free tool on this list.

Prospects 52

Prospects Financial Services Consultants Consulting 52

The Big Picture

FEBRUARY 3, 2023

INTRODUCING… the Future Proof Webcast! Once a month, John & I will feature some of the biggest names and the best guests to discuss the most entertaining and relevant topics in the financial services industry. To kick off the debut episode, we will be joined by three of the smartest macro investors in the industry! Join us live with Marta Norton of Morningstar and Jay Pelosky of TPW, as we sit down with Future Proof’s own John Swolfs to discuss: Can’t attend the vent?

Financial Services 57

Financial Services Investors 57