A Wealth of Common Sense
APRIL 25, 2023
According to the National Association of Realtors, the median price of a house in the United States is worth $190,000 more than it was a decade ago. If you’ve owned a house for more than 3 years or so, you’re likely sitting on some nice gains. Those gains were not evenly distributed but across the various income levels, homeowners have made a good chunk of change: The pandemic-related housing gains are unlike.
Indigo Marketing Agency
APRIL 28, 2023
Your LinkedIn headline is a 120-character “hook” that appears right under your name on your profile and in search results. Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. Your headline is your opportunity to capture interest and invite users to learn more about you. You may not realize that headlines show up along with your name during an active search, meaning that as I type into the LinkedIn search bar, profiles and their corresponding headli
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The Reformed Broker
APRIL 28, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Brian Shannon and Downtown Josh Brown discuss olume-Weighted Average Price (VWAP), trading strategies, technical analysis, tech earnings, 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!
The Big Picture
APRIL 23, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • My High-Flying Life as a Corporate Spy Who Lied His Way to the Top : I was just looking to make rent when I stumbled into a part-time gig stealing secrets from Wall Street elite. I made millions once I realized how desperate we humans are for someone who will actually listen. ( Narratively ) • How a Brazen Plot to Rig Oil Auctions Cost Venezuela Billions : America’s best-known lawyer, a couple of fraudste
A Wealth of Common Sense
APRIL 23, 2023
Last year the Nasdaq Composite was down more than 32%. This year the Nasdaq is up nearly 16%. Last year the S&P 500 was down 18%. This year the S&P 500 is up more than 8%. Last year the Nasdaq experienced 46 down days of 2% or worse, including 18 trading days of down 3% or worse. There were also 40 days with positive returns of 2% or better, including 16 daily gains of 3% or more.
Walkner Condon Financial Advisors
APRIL 27, 2023
In this blog post, we will explore the taxation of stock options and provide an overview of how it works. Stock options are a common form of compensation for employees, particularly in startup companies. They give employees the option to purchase company stock at a predetermined price, allowing them to share in the company’s success as its value increases over time.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
The Big Picture
APRIL 27, 2023
I have been putting together my Q2 quarterly client call, and impatiently waiting for two last data points to show: State Coincident Indicators and Q1 GDP. Together they paint a fascinating picture of an economy robust enough to withstand the fastest set of rate increases in history, but also one that is showing signs of slowing. ( Crosscurrents of these types are not uncommon in a world that is rife with shades of grey… ) GDP for the first quarter of 2023 was 1.1% – lower than Wall Street
A Wealth of Common Sense
APRIL 27, 2023
A reader asks: I just read Nick’s latest and I’m feeling a bit ashamed. Nick is awesome and Just Keep Buying is my investment motto. I’m 34, my wife is 28 and, not to brag, we make ~$590k a year with a net worth of ~$1.2 million. We max out our 401ks and take the employer match (~$55k / year) and we also save between $20k-$40k, if not more. Our savings rate in my monthly budget is about 24%.
Investment Writing
APRIL 24, 2023
Can you spot what’s wrong in the image below? Please post your answer as a comment. I think this month’s mistake is pretty easy to spot. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for April 24: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Indigo Marketing Agency
APRIL 28, 2023
When I work with advisors to grow their businesses, we always start with assessing their email list. Email is still the bread and butter of marketing. But if you’re not growing your email list, it’s probably shrinking due to a small number of people unsubscribing each month. Here are my tips for growing your email list, as well as two videos to show how to add people to your email list in both Constant Contact and MailChimp!
The Big Picture
APRIL 24, 2023
If you spend any time with FinTV – even if it’s muted in the background – you would have been treated to a debate as to “ Are we in a new bull market? ” or not. Sometimes it’s phrased as “ Is the bear market over? ” I believe this is the wrong way to think about bull and bear markets. We have previously discussed ( see this , this , this , and this ) why the 20% bull/bear frame of reference is simply noisy nonsense.
Integrity Financial Planning
APRIL 27, 2023
As the weather starts to get warmer, we’re headed into spring cleaning season! If you have retired recently, now can be a great time to get to all those cleaning projects that you have been putting off. Throw open the windows and let the sun in while you clean! A clean house can really help you to feel organized and ready to take on the day. Cleaning can also help you get rid of things you don’t need, make more space, and help you notice what you’re missing in your home.
XY Planning Network
APRIL 24, 2023
I recently had the pleasure of representing XYPN at the Kingdom Advisor Conference in Orlando, Florida, and FPA National in Seattle, Washington. The post-COVID, in-person energy was undeniable. People were happy to gather and were proud of their work. Personally, what struck me was that nearly every person I met had either heard about XYPN or was interested in learning more about our impact.
Indigo Marketing Agency
APRIL 28, 2023
Financial Advisor Bio Most financial advisors haven’t completely filled out their LinkedIn profiles. They often have trouble writing about themselves and the benefits they offer clients. Writing a LinkedIn bio for financial advisors can be the most difficult type of writing, yet a great bio is critical when attracting prospects online. Follow these five steps to create an impactful bio that resonates with website visitors and communicates what makes you different.
The Big Picture
APRIL 22, 2023
This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters. Hamburger also hosts the MarketCounsel Summit , which has been called “ the Davos of wealth management.
Million Dollar Round Table (MDRT)
APRIL 25, 2023
By Antoinette Tuscano While there’s nothing comical for financial advisors about attracting prospects, you can use comic books to capture their attention on social media. A sample from one of the comics Glen Winata uses on Instagram to explain insurance and related concepts. As part of a social media marketing strategy, 10-year MDRT member Glen Alexander Winata , of Jakarta Selatan, Indonesia, hired an illustrator to create several comic books to easily explain insurance and financial products t
XY Planning Network
APRIL 25, 2023
ICYMI, XYPN LIVE 2023 is taking the Network south to Atlanta, GA for three power-packed days of networking, education, and inspiration. Where else other than XYPN LIVE can you take a break from the daily grind and leave reinspired to apply your takeaways to your own firm? The XYPN LIVE 2022 conference earned a Choir Score of 81, resulting in a Silver Choir Certification for our diverse and inclusive lineup of speakers on the LIVE stage.
The Reformed Broker
APRIL 22, 2023
We really had a blast hanging with Ric this week. Downloads for the podcast went crazy yesterday. Here’s the video version above. Have a great weekend! Subscribe to The Compound on YouTube here. The post Ric Edelman on The Compound (Video) appeared first on The Reformed Broker.
The Big Picture
APRIL 26, 2023
In the never-ending battle of market narratives, new ideas get introduced and old ideas are resurrected as necessary. One of the most persistent criticisms of US equities has been how narrow the gains have been, driven primarily by mega-cap tech stocks. You probably know variations of this argument as “ FAANMG! ” There is some truth to the claim that the biggest companies have been pulling markets along; YTD cap-weighted indices are substantially outperforming equal weight.
Million Dollar Round Table (MDRT)
APRIL 27, 2023
By Matt Pais, MDRT Content Specialist There are many strategies MDRT members use to reach Top of the Table-level production, and some are simply a matter of small adjustments in perspective. George D. Goulet, TEP, CFSB , a 27-year MDRT member from Calgary, Alberta, Canada, recommends these two ways to elevate your practice. 1. Creative positive focus and urgency on a daily basis Benjamin Franklin, a founding father of the United States, is credited with saying, “Early to bed and early to rise ma
A Wealth of Common Sense
APRIL 28, 2023
I have a confession to make. I’ve never read a book that changed my life. I know a lot of thought leaders and influencers who make top 10 lists of the books that supposedly changed their life but it’s never happened for me.1 I’ve had some good teachers over the years but never any professors in high school or college that had a lasting impact on my life.
Financial Times M&A
APRIL 26, 2023
Competition & Markets Authority says tech giant failed to meet concerns games would be exclusive to its cloud service
The Big Picture
APRIL 28, 2023
Today, I am interviewing Peter Borish, one of the legends of trading & investing: Founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation; he was Director of Research for 10 years. He was the founding Trustee of the Robin Hood Foundation in 1988He was also Chairman and CEO of Computer Trading Corporation, an investment and advisory firm whose largest consulting client is the Canadian Imperial Bank of Commerce (CIBC).
Million Dollar Round Table (MDRT)
APRIL 23, 2023
By Matt Pais, MDRT Content Specialist There’s a reason no one prefers to have a long-distance relationship. The feeling of being in the same room as someone is much different than being separated by a phone or computer. What does that mean for advisors working entirely or partially remote from their clients? For these MDRT members, the situation is an opportunity to develop new ways of generating connections that not only easily traverse the distance but lead to conversations and closeness that
The Reformed Broker
APRIL 25, 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: ►Google/Microsoft Earnings – 40% of the S&P 500 is reporting this week. ►An Earnings Recession – Does an earnings recession translate to an economic recession?
A Wealth of Common Sense
APRIL 26, 2023
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts Q1 Economic Update On today’s show, we discuss: How life insurance agents beat back a tech onslaught Gradual deterioration of the economy Apartment Lists 2023 Millenial homeownership report The race to homeownership: Gen Z tracking ahead of their parent’s generation, Millenials tracking behind Why it pays to buy a house: Homeowne.
A VC: Musings of a VC in NYC
APRIL 23, 2023
I am the Chair of the Etsy Board and have been an investor and board member at Etsy since the mid-2000s. It is a company that I love and get great joy from being part of. Last year Etsy quietly launched a feature that has completely changed the way I use Etsy. It is called Etsy Lens. Etsy has millions of items for sale in its marketplace but shopping on Etsy is generally not intent-driven.
Financial Times: Moral Money
APRIL 28, 2023
Cash has flowed out of ESG strategies over past year even as sector continues to boom in Europe
The Reformed Broker
APRIL 27, 2023
Final Trades: Amazon, UnitedHealth, Honeywell & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
A Wealth of Common Sense
APRIL 24, 2023
Today’s Talk Your Book is brought to you by Simplify ETFs: See here for more information on Simplify ETFs On today’s show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss Simplify’s suite of portfolio diversification-focused strategies. On today’s show, we discuss: An intro to Simplify ETFs How yield affects the liquid alternatives space Simplify’s interest rate hedge ETF.
Steve Sanduski
APRIL 22, 2023
There are several components that affect the growth of a fee-based advisory business. Additive to Growth New clients Existing clients adding additional assets Market movement Subtractive from Growth Lost clients (averages 3% per year) Clients receiving distributions (averages 3 – 5% per year) Advisor’s fee (averages 1% per year) Market movement Notice that before accounting for market movement, on the low end, you have to add about 7% of new revenue just to breakeven (3% lost clients + 3% distri
Financial Times: Moral Money
APRIL 25, 2023
Oil major shoots itself in foot for failing to give investors a vote at this year’s AGM after allowing them a say in 2022
The Reformed Broker
APRIL 25, 2023
Final Trades: UnitedHealth, Johnson & Johnson & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Financial Times M&A
APRIL 24, 2023
Swiss bank benefited from clients switching accounts from rival but faces significant integration challenges
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