This is going to be BIG.

OCTOBER 18, 2022

So many times, I’ve heard founders ask me, “How do I find great engineers?” or “Do you know any awesome marketers?” That always struck me as the wrong way of looking at the problem—but I couldn’t quite figure out why. I realized that you’d never ask this question if you had built a consumer app and you were trying to do customer acquisition. No one ever asks, “Where do you find users for my dating app?

Companies 158

Companies 158

The Big Picture

OCTOBER 18, 2022

At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. The team & I put together the most revealing and informative slides. In that half hour, I blow through ~40 slides that capture and explain what is going on. About a quarter of the October 2022 slides were focused on real estate. This is atypical. The reason we emphasized real estate this Q is that housing is very often where we see FOMC policy having its most immediate effect.

Prospects 145

Prospects Taxes Debt Capital 145

A Wealth of Common Sense

OCTOBER 16, 2022

There’s an old saying that they don’t ring a bell for you at the top. I know this to be true because investors spent more than 10 years during the bull market of the 2010s calling everything they saw a top. The regime changes are rarely obvious until after the fact. The same is true when trying to call a bottom during a bear market. They don’t announce these things over a PA for everyone to hear.

Stock Market 145

Stock Market Stock Market Investors Financing 145

Advisor Rankings

OCTOBER 17, 2022

Complying with ADA guidelines enables your website to provide a better user experience for millions of Americans, opens up your business to more potential clients, and helps you to avoid possible legal action against your firm. What is the Americans with Disabilities Act (ADA)? The ADA, enacted in 1990 and amended in 2009, aims to protect people with disabilities by mandating businesses to support the former’s needs.

Best Practices 114

Best Practices Legal 114

The Reformed Broker

OCTOBER 15, 2022

Hey guys, didn’t get a chance to do any writing this week but we did two really good shows on the YouTube / podcast front I wanted to make sure you don’t miss… 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.

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The Big Picture

OCTOBER 16, 2022

This is pretty mind-blowing: a podcast that is entirely generated by artificial intelligence where Joe Rogan interviews Steve Jobs. One of the most important women in Apple’s history never worked for Apple Margot Comstock took her winnings from a TV game show and bought a computer. It led to a magazine, which turned into a major hub for the nascent community of developers and fans of one of the most important computers in history.

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Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! There are better options than entering a predatory insurance or wirehouse training program and crossing your fingers (which is an AWFUL idea, by the way). In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth man

Consultants 98

Consultants Consulting Legal Taxes 98

Integrity Financial Planning

OCTOBER 17, 2022

Optimizing your retirement savings takes more than just making sure your IRA isn’t at risk in this market. There are rules and regulations that can help you avoid higher taxes and penalty fees and help you structure your income to minimize taxes. Know these 3 ages that can help you get the most out of your retirement accounts. Take Catch-up Contributions at 50.

Accounting 95

Accounting Taxes Funds Assets 95

The Big Picture

OCTOBER 20, 2022

Which cities have the greatest housing bubble risk? That is the basis of this very interesting graphic from UBS. The full PDF is well worth your time to peruse through – you can find it here: UBS Global Real Estate Bubble Index. Source : UBS Global Real Estate Bubble Index 2022. The post Global Real Estate Bubble Index appeared first on The Big Picture.

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A Wealth of Common Sense

OCTOBER 21, 2022

These are the past 7 annual inflation prints by month: March 8.5% April 8.3% May 8.6% June 9.1% July 8.5% August 8.3% September 8.2% That’s 7 months in a row of inflation above 8%. This hasn’t happened since the early-1980s. So what gives? The Fed has been raising rates aggressively, supply chains are improving, oil prices have fallen by a third and gas prices are well off their highs.

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Million Dollar Round Table (MDRT)

OCTOBER 18, 2022

By Kennedy Sumarlie, CFP Many people, thinking it’s easier than cold calling, begin their insurance career prospecting with the people closest to them. But does it work that way in reality? In the beginning of my career, I didn’t know this profession is full of rejection. And at that time, I happened to move to a new city by myself far from my family.

Prospects 90

Prospects 90

Financial Times: Moral Money

OCTOBER 18, 2022

UK watchdog rules series publicising tree planting and net zero emissions plans failed to disclose fossil fuel financing,

Financing 105

Financing Finance 105

The Big Picture

OCTOBER 17, 2022

US equity markets are off about 25% YTD; Tech-heavy Nasdaq is off 32%; But the poster child for the past few years has been Tesla (TSLA), which is down 38.5% YTD and is 46.9% off of its 2021 highs. From a fundamental perspective, Tesla is doing quite well: In the third quarter, Tesla sold a record 343,000 vehicles. They also have an advantage over traditional automakers: An ability to quickly reprogram the firmware of chips.

Bidding 124

Bidding Companies Investors 124

A Wealth of Common Sense

OCTOBER 20, 2022

In the spring of 2020 I wrote a piece about how the Fed’s actions during financial crises could make stock market returns lower in the future. This was the gist of it: If the stock market during the worst economic contraction in 90 years can be smoothed out by government spending and Fed actions, does this change the risk-return framework in the stock market going forward?

Stock Market 91

Stock Market Stock Market Returns 91

Million Dollar Round Table (MDRT)

OCTOBER 16, 2022

By Todd Fithian These days, the only way to truly differentiate yourself is by focusing on the client experience. When you engage with your clients in a way that makes relationships easier and moves clients closer to you, you can truly create a competitive advantage. You create relationships whereby your clients seek your advice. There are three components, which we call the Legacy Advice Model, that represent the priority of engagement that forward-thinking advisors will implement with clients:

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XY Planning Network

OCTOBER 17, 2022

7 MIN READ. Global capital markets are performing poorly, and many clients of ours are anxiously looking for expert guidance. Once again, advisors are facing an opportunity now to prove their value, build stronger relationships, and—most importantly—make sure clients are faring well despite the current economic situation.

Capital 79

Capital Investing 79

The Big Picture

OCTOBER 21, 2022

Why are markets rallying and/or falling every other day? They make gains only to give them back, or they sell off hard only to subsequently regain the losses. I suspect it is because the dispersion of likely future outcomes is so unusually wide. Meaning, what investors imagine as the most likely outcomes are all over the map. Perhaps a weather analogy may help explain : Since its October, let’s imagine a typical weather report: 80% chance of sunshine, with a slight chance of showers overni

Capital 118

Capital Funds Returns Investors 118

Financial Times: Moral Money

OCTOBER 18, 2022

A quarter of 1,200 companies surveyed say they would not publicise their net zero emission targets

Companies 97

Companies 97

Million Dollar Round Table (MDRT)

OCTOBER 20, 2022

By Kevin J. Murphey, M Ed, RFC When people think about their life, they’re not thinking about life insurance. They’re thinking about putting food on the table and what they must do this week or this year. Part of being a good financial advisor, however, is talking people through their entire lifetime and explaining to them that their life is all too brief.

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Financial Times M&A

OCTOBER 20, 2022

Greens and FDP urge chancellor not to repeat ‘mistakes of the past’ by selling Hamburg infrastructure to Chinese company

Stakes 85

Stakes Companies 85

The Big Picture

OCTOBER 15, 2022

This week, we speak with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. The division provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. Rampulla has held a variety of management positions at Vanguard since he joined in 1988.

Education 118

Education Taxes Shareholders Financing 118

Financial Times: Moral Money

OCTOBER 19, 2022

The ESG movement has the industry in its sights — but complex supply chains make it a tricky target

Companies 92

Companies Investors 92

The Reformed Broker

OCTOBER 21, 2022

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Dan Greenhaus, and Downtown Josh Brown discuss what constitutes a recession, the Fed, ramifications of a strong dollar, Tesla’s earnings call, buybacks, the importance of interest rates, and more! BONUS: Barry Ritholtz makes a special appearance! You can listen to the whole thing below, or find it wherever you like to listen to.

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60

Financial Times M&A

OCTOBER 17, 2022

Owner Suning becomes latest Chinese group to reduce exposure to European football

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The Big Picture

OCTOBER 15, 2022

The weekend is here! Pour yourself a mug of Bean Box coffee, grab a seat by the lake, and get ready for our longer-form weekend reads: • The Rise and Fall of Bitcoin Culture: Crypto’s first token created a culture and then a monster. ( CoinDesk ). • The computer errors from outer space : The Earth is subjected to a hail of subatomic particles from the Sun and beyond our solar system which could be the cause of glitches that afflict our phones and computers.

Legal 115

Legal Education Assets Investing 115

Financial Times: Moral Money

OCTOBER 18, 2022

Index trackers and ETFs run by firms including BNP Paribas and Amundi are among those with ‘unexpected’ holdings

Collateral 85

Collateral Funds 85

Sara Grillo

OCTOBER 18, 2022

Pursuing entrepreneurship may seem daunting when you’re living with a disability and busy raising a family, but there are lots of tools and resources to help you achieve your goal of starting a small business. Online formation services, for instance, can be used to launch a limited liability company, corporation, or partnership from home. Other tools make it easy to write business plans, digitize important formation documents, create logo designs and websites, and tackle other essential tasks.

Crowdfunding 59

Crowdfunding Liabilities Legal Funds 59

Financial Times M&A

OCTOBER 19, 2022

Seven directors step down under pressure from justice department lawyers on ‘interlocking directorships’

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80

Diamond Consultants

OCTOBER 18, 2022

Firms are making an investment in each advisor who signs on the dotted line. Likewise, financial advisors who accept a recruiting deal are signifying the intent to make good on the firm’s investment. But situations change over time—is there a way out? It’s no secret that the length of time on recruiting deals structured as forgivable notes has extended over recent years as firms look for ways to offer bigger deals while tying up advisors longer.

Amortization 59

Amortization Capital Investing 59

The Big Picture

OCTOBER 19, 2022

My mid-week morning train WFH reads: • The Problem with Pulling Out of China : Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage. ( CIO ). • US Chip Sanctions ‘Kneecap’ China’s Tech Industry : The toughest export restrictions yet cut off AI hardware and chip-making tools crucial to China’s commercial and military ambitions. ( Wired ) see also Xi Jinping, forever : China has shackled itself to…this o

Collateral 57

Collateral Education Assets Stock Market 57

Financial Times: Moral Money

OCTOBER 19, 2022

Plus, teachers want the UNPRI to clean up their pensions

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98

Financial Times M&A

OCTOBER 20, 2022

Cigarette maker boosts price it is prepared to pay for smokeless tobacco specialist to $15.

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SuperAngel.Fund

OCTOBER 21, 2022

Founder Friday is a content series from SuperAngel.Fund highlighting companies in our portfolio and the inspiring founders behind them. In our 32nd edition we are featuring Jonah Hanig , Founder & CEO of Rove , a real estate platform and marketplace enabling users to buy, manage and rent luxury, remote-work friendly rental properties. Rove partners with property owners to manage their rental properties, turning them into premium, remote-work-friendly spaces that generate up to 70% higher ann

Portfolios 52

Portfolios Funds Returns Investing 52

Walkner Condon Financial Advisors

OCTOBER 21, 2022

How did the markets fare in the third quarter? What trends are unfolding this year? And what’s on the horizon for the rest of the year? Nate Condon and Clint Walkner unearth the answers to those questions (and more) in this bonus episode of Gimme Some Truth, our Q3 market recap. Armed with data from JPMorgan’s Guide to the Markets , Clint & Nate explore the drivers of inflation, U.S. market outperformance, bonds, and more.

Stock Market 52

Stock Market Stock Market Funds 52