A Wealth of Common Sense
SEPTEMBER 5, 2022
According to Bill Bryson, the visible universe is a million million million million miles across. That’s a 1 with 24 zeroes after it (1,000,000,000,000,000,000,000,000). That sounds rather large. But the universe beyond what we can see is even harder to comprehend: The number of light years to the edge of this larger, unseen universe would be written not “with ten zeroes, not even with a hundred, but with million.
Wealthfront
SEPTEMBER 3, 2022
Today we announced that together with UBS we decided to terminate our pending acquisition and will instead remain an independent company. We are continuing to explore ways to work together in a partnership and UBS has given us $69.7 million in financing at a $1.4 billion valuation. I am incredibly excited about Wealthfront’s path forward […]. The post Our Plans to Remain an Independent Company appeared first on Wealthfront Blog.
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The Big Picture
SEPTEMBER 6, 2022
So, it was just Labor Day Weekend, and while we all should be out NOT laboring, I spent part of the long holiday weekend thinking about a few of my favorite FRED charts. Rather than include all of my favorites, I set a challenge for myself: Limit the list to the three most telling charts: U3 Unemployment Rate : When has unemployment been lower than today?
BlueMind
SEPTEMBER 3, 2022
Category: Clients Risk. Determining the client’s risk tolerance is not an exact science and requires you to communicate with your client. Asking relevant questions will help you determine how willing or averse they are to taking risks, you can guide them to select the best risk directive or model portfolio to achieve their goals. What Does The Word “Risk” Mean For Your Clients?
A Wealth of Common Sense
SEPTEMBER 7, 2022
I’ve been watching The Offer on Paramount Plus recently. It tells the story of the making of The Godfather, arguably one of the best films of all-time, and how it almost never made it to the big screen. There was an unproven director (Francis Ford Coppola), a one-hit-wonder writer (Mario Puzo), an unproven producer (Al Ruddy) and an eccentric movie executive (Robert Evans).
The Reformed Broker
SEPTEMBER 4, 2022
Happy Labor Day Weekend! We did some amazing stuff on the blogs and podcasts this week. Volatile markets really bring the best out in our writers. Hope you’ve been checking out Ben’s blog, Nick’s blog, Animal Spirits, Portfolio Rescue and all the rest this summer. I think we’re balancing a dose of realism about the current situation with plenty of constructive commentary and some optimism about the.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Financial Symmetry
SEPTEMBER 5, 2022
You’ve probably heard of a few retirement rules of thumb that help you know when you are ready to retire. Or do they? Today you’ll learn why you should set these guidelines out to pasture. We are breaking down what … Continued. The post Why You Should Forget These 4 Retirement Rules of Thumb, Ep #172 appeared first on Financial Symmetry, Inc.
A Wealth of Common Sense
SEPTEMBER 3, 2022
I’m not afraid to wade into The Compound YouTube comments on occasion. Sure, sometimes people on the internet can be mean but once you get over a handful of those comments it’s good to hear some feedback, pushback, further research, jokes, questions and thoughts from your audience. In the comments for last week’s Animal Spirits someone called us out for being too bearish: This was a new experience for.
Indigo Marketing Agency
SEPTEMBER 6, 2022
We’re happy to announce that Indigo Marketing Agency was featured in Bob Veres’s August 2022 issue of Inside Information , a go-to resource for financial planning, financial advisor, and investment advisor professionals. In every issue, Veres delivers cutting-edge discussions with the industry’s thought leaders and change-makers—and we’re honored to be included!
The Big Picture
SEPTEMBER 8, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, discusses global shocks impacting market volatility (Source: Bloomberg). Hard for an Individual to Beat the Collective. Source: Bloomberg. The post Tough to Beat the Market appeared first on The Big Picture.
A VC: Musings of a VC in NYC
SEPTEMBER 6, 2022
As we all prepare for the fall back to school/back to work season, I thought I’d touch on a topic that has been top of mind for me for the last six months. The covid pandemic taught many of us that we can be productive and our companies can succeed in a fully remote work environment. But just because you can does not mean you should. In the venture capital business, this has meant making investments in teams we don’t meet face to face.
A Wealth of Common Sense
SEPTEMBER 9, 2022
A reader asks: We are used to seeing financial planning advice based on a constant savings rate over long periods of time, but I am trying to reconcile this with the realities of life. For context, we are a married couple in our mid-30s who strive for a savings rate of 30% of gross income. Prior to becoming parents and purchasing a home (age 30-35), we were living significantly below our means and had a savings rate of 40.
Million Dollar Round Table (MDRT)
SEPTEMBER 7, 2022
By Sandy Schussel A lot of the work I’ve been doing lately with financial advisors starts with their story that they are disorganized and have poor time management. They want me to share tips and strategies for becoming more organized and managing their time better. In most cases, though, their problem isn’t time management at all. It’s a problem that revolves around lacking a clear objective.
The Big Picture
SEPTEMBER 7, 2022
?. The transcript from this week’s, MiB: Lynn Martin, President of the NYSE , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: I’m Barry Ritholtz.
Financial Times: Moral Money
SEPTEMBER 9, 2022
Launch coincides with moves by some US states against ESG investing and contrasts with slower progress of similar vehicles in the past
A Wealth of Common Sense
SEPTEMBER 5, 2022
Today’s Animal Spirits is brought to you by Halo Investing: See here for more information on investing with Halo. We had Jason Barsema, Co-Founder and President of Halo Investing on today’s show to talk about investing with structured notes. On today’s show we discuss: What a structured note is How downside protection works What happens when you breach the protection level When it makes sense to use structured.
Million Dollar Round Table (MDRT)
SEPTEMBER 9, 2022
By Michael DePilla, MDRT in-language content strategist To streamline your sales cycle, try these ideas from MDRT members around the world. A compelling future. Go away from the old sales techniques and embrace the future of our industry by using lifetime cash flow forecasting, life planning and discretionary investment management to create a more compelling future for your clients.
The Big Picture
SEPTEMBER 3, 2022
The weekend is here! Pour yourself a mug of Bean Box coffee, grab a seat on the beach, and get ready for our longer-form weekend reads: • Americans are terrible at taking vacations. Why are U.S. workers so bad at taking time off? U.S. companies are stingy with vacation time when compared with other countries. But U.S. workers can’t seem to leave work at work anyway. ( Grid ). • In Seattle, It’s Almost Normal : The pandemic may have left some gaps in the urban fabric, but a neighborhood-by-neigh
XY Planning Network
SEPTEMBER 5, 2022
7 MIN READ. There is much debate over the benefits and usefulness of holding below-investment-grade bonds in a portfolio, and the debates get louder in low-yield environments and as high-yield spreads widen. While my conclusion is not cut-and-dried, this blog should provide some fodder for consideration. Please note that I’ve excluded high-yield municipal bonds, mainly because there are so many variables that help determine the attractiveness of muni bonds to an individual investor, including th
A Wealth of Common Sense
SEPTEMBER 9, 2022
Today’s Talk Your Book is brought to you by IMTC: On today’s show, we spoke with Russell Feldman, CEO of IMTC about revolutionizing the fixed income investment process. On today’s show we discuss: Intricacies of the fixed income market Trading stocks vs. bonds What problem IMTC is solving What type of analytics and data IMTC is providing Allocation vs. optimization Product use cases Risk management within fixe.
Financial Times: Moral Money
SEPTEMBER 7, 2022
A choice between utopian and dystopian paths is likely to shape business for a decade
The Big Picture
SEPTEMBER 7, 2022
My mid-week morning train WFH reads: • Interest Rates vs. Inflation The average yields savers earned in the 1980s were higher than inflation, including education, healthcare and housing prices. Average yields remained above healing CPI numbers throughout the 1990s and 2000s. ( A Wealth of Common Sense ) see also Your guide to ‘good news is bad news’ and ‘bad news is good news’ High inflation has made for unusual times. ( TKer ). • The Obscure Economist Silicon Valley Bi
Financial Times M&A
SEPTEMBER 7, 2022
Deal with US investor EIG comes as Spanish energy group seeks to fund its green transition
SEI
SEPTEMBER 8, 2022
CTA IAS Growthlab meet our reps. lsmith. Thu, 09/08/2022 - 18:06. Contact us. No Image or Icon. Our business development representatives are ready to help you. Connect with us.
Financial Times: Moral Money
SEPTEMBER 5, 2022
Plus, are Japan’s responsible business traditions still working?
The Big Picture
SEPTEMBER 9, 2022
Introduced at the 1966 Turin Motor Show, the Ghibli was styled by Giorgetto Giugiaro with Carrozzeria Ghia. Dual air vents in its hood, chrome fender vent spears, and what looks like the longest bonnet ever made created a unique design for this Maserati V8 grand tourer. American magazine Sports Car International named it number 9 on its list of Top Sports Cars of the 1960s.
Financial Times M&A
SEPTEMBER 7, 2022
UK-based company says restructure of nearly $9bn debt and lease burden will dilute equity interests
The Reformed Broker
SEPTEMBER 9, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Brian Belski, and Downtown Josh Brown discuss the earnings outlook, multiple compression, the labor market, odds of a recession, the next rate hike, permabears, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
Tobias Financial
SEPTEMBER 9, 2022
Our COO Edgar Collado will be leading a workshop “Sourcing Capital for Your Business” for The Lauderhill CRA Small Business Academy on September 13 th at 6:00 P.M. EDT. During the workshop facilitated by SCORE, Edgar will offer his thoughts on bank lending, venture and angel capital, alternative financial strategies, and private investors. It is an interactive online seminar where participants will have the unique opportunity to share their objectives with the presenter.
The Big Picture
SEPTEMBER 5, 2022
It’s Labor Day, the unofficial end of Summer. Ease off with our special 3-day weekend reads: • Enough, Bosses Say: This Fall, It Really Is Time to Get Back to the Office* After more than two years, corporate leaders say time is up on avoiding in-person work. ( Wall Street Journal ). • A Job Market Anomaly Begins to Correct : After diverging for awhile, business and household surveys of employment are headed in the same direction again: Up. ( Bloomberg ) see also The Labor Shortage Will Get
Financial Times M&A
SEPTEMBER 4, 2022
Surge in blank cheque company liquidations promises respite from losses due to market downturn
Wealthfront
SEPTEMBER 8, 2022
When it comes to your savings, account fees are a bad thing. Fees can eat away at your wealth over time and are essentially negative earnings. Unfortunately, many financial institutions charge a broad range of fees on checking, savings, and cash accounts. They do this for two main reasons: one, according to our estimate, banks need […]. The post What Fees Do Banks Charge and How Can I Avoid Them?
Conneqtor
SEPTEMBER 7, 2022
Becoming an independent financial advisor and starting your own RIA isn’t all easy. But it can also be one of the best decisions you can make if going independent is the best thing for you and your clients.
The Big Picture
SEPTEMBER 4, 2022
I would do this in a heartbeat: “At Austin, Texas-based Moment Motor Co., beloved vintage cars from Porsches to DeLoreans are converted into electric vehicles, making them cleaner and more reliable while retaining their classic feel.” The Shop Where High-End Classic Cars Go Electric. Source: Bloomberg , April 6th, 2022. See also : Moment Motors, Co.
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