A Wealth of Common Sense
SEPTEMBER 25, 2022
Don’t fight the Fed used to be a positive slogan. That’s not the case anymore. If anything, it feels like the Fed wants to fight us, all of us, including the stock market and the economy. The Fed is actively trying to crash the stock market, break the housing market and push the economy into a recession. How do I know this? Because Fed officials are literally telling us this every time they speak.
The Reformed Broker
SEPTEMBER 26, 2022
All of the value creation for investors comes from the actions they take in falling markets, not rising ones. If you’re not yet in retirement and not finished putting money into your retirement accounts, every 5% the market falls is an increased opportunity for you to buy things that will be worth much more in the future when you eventually sell them.
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The Big Picture
SEPTEMBER 25, 2022
This week, we speak with Steve Case , co-founder of America On-Line (AOL), founder of investment firm Revolution , Chair of the Smithsonian, and author of The Rise of the Rest: How Entrepreneurs in Surprising Places are Building the New American Dream. We discuss how he launched America Online in 1985 back when the internet was restricted to academia and the government.
Walkner Condon Financial Advisors
SEPTEMBER 30, 2022
There is no lack of inflation data that we see on a near daily basis; however, the question remains – how long will this elevated inflation level last? With all the talk of inflation, several terms are thrown around: CPI, Core, PCE, and more – ad nauseam. Core CPI is an attempt to strip out the most variable drivers of inflation (namely food and energy) from the base (or “headline”) CPI number, but the costs of food and energy can infiltrate into core CPI items such as apparel and househol
A Wealth of Common Sense
SEPTEMBER 30, 2022
Last week I wrote about navigating the pain of your first bear market after receiving a question from a young person about how to survive down markets. The natural follow-up question, which I received from a number of readers, is this: Sure, it makes sense for young people to stay the course and keep investing during down markets. But I’m retired.
The Reformed Broker
SEPTEMBER 25, 2022
Okay don’t press the <Buy> because of this but maybe reconsider pressing the <Sell> button if you haven’t already… The AAII sentiment poll hit 60% Bears this week. History says the more pessimistic the investor class becomes, the better the prospective returns look six months out. The way I think about this is that the only thing that could make investors really bearish is a big sell-off in t.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Integrity Financial Planning
SEPTEMBER 26, 2022
When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be icy sidewalks and driveways. If you live in warmer states, maybe you’ve closed your windows and patios and put your fans and AC units away.
Steve Sanduski
SEPTEMBER 30, 2022
In a Nutshell: According to Antonia Hock, the traditional corporate leadership style is dead and the pandemic just accelerated a series of trends that have empowered workers to find more meaning in their jobs and more balance in their lives. If you’re not helping your top people achieve those goals, they won’t be motivated to help your company achieve much of anything.
The Reformed Broker
SEPTEMBER 25, 2022
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.
The Big Picture
SEPTEMBER 30, 2022
At Future Proof , I spoke with hosts Jeffrey Sherman and Samuel Lau of Doubleline + The Sherman Show about investing, the future of financial conferences, and why not failing means you are not taking enough risk. It’s fun conversation, and Jeff & Sam are great hosts. TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios.
A Wealth of Common Sense
SEPTEMBER 28, 2022
In the midst of the pandemic-induced market panic in March of 2020, I wrote a piece that explained why I was more worried about the bond market than the stock market. These were the yields on U.S. government bonds at the time: This was a waterfall all the way down moment across the entire maturity spectrum. It may have seemed bizarre to worry about the bond market when these were the trailing returns over the previous 12.
Wealthfront
SEPTEMBER 28, 2022
It’s no secret that inflation, or an increase in the price of goods and services, has been unusually high for much of 2022. While it’s always important to get the most out of your savings, it’s especially important to do so when inflation is high and your cash is at a much greater risk of […]. The post How Can I Protect My Cash When Inflation Is High?
A VC: Musings of a VC in NYC
SEPTEMBER 26, 2022
At USV, our climate thesis is about both mitigating and adapting to the climate crisis. One way we can adapt to the climate crisis is by building a more resilient energy supply system. Demand Response is one of many approaches that will be necessary to do that. Demand Response is when consumers of energy voluntarily cut back on energy consumption in reaction to peak demand situations.
Million Dollar Round Table (MDRT)
SEPTEMBER 30, 2022
By Matt Pais, MDRT Content Specialist Sometimes you may see other advisors working more successfully with clients. Fred O’Connor, ChFC, CFP, a nine-year MDRT member from Deerfield, Illinois, says it’s not because those advisors are different from you — they’re just getting in front of the right people. “You see successful people in this business, and some of them have these great clients or they had a big case.
The Big Picture
SEPTEMBER 24, 2022
? ?. Visual Capitalist : “The sharp rise in interest rates has sent shockwaves through markets. The S&P 500 Index has steadily declined ~20% year-to-date, and the NASDAQ Composite Index has fallen ~30%. Bond markets are also showing signs of uncertainty, with the 10-year minus 2-year Treasury yield curve acting as a prime example. This yield curve subtracts the return on short-term government bonds from long-term government bonds.” The post Visualizing Interest Rates Since 2020 a
XY Planning Network
SEPTEMBER 26, 2022
9 MIN READ. No matter if you are looking to expand your team or need to replace a position due to turnover, hiring in today’s labor market can easily make one feel a little uneasy. New expectations regarding the workplace and its benefits make finding and retaining talent a full-time job in and of itself. While there is no bulletproof solution to the new area of recruitment, there are key tips and best practices that can help you make a new hire.
FMG
SEPTEMBER 29, 2022
You’ve probably heard it a million times and will most likely listen to it a million more, but video marketing is here to stay. With over 54% of consumers wanting to see more video content , it’s hard not to justify using it in your marketing campaigns. As technology evolves, so does the best way to reach clients and potential prospects.
Million Dollar Round Table (MDRT)
SEPTEMBER 26, 2022
By Ross G. Hultgren, CFP, DFP I am going to share what I have learned from attending MDRT Annual Meetings during the last 30 years. These ideas can change the way you engage with your clients and the experience they have with you during your conversations. You can immediately start trying these ideas, concepts and questions. Furthermore, the concepts can be used by every financial advisor regardless of age, experience or client base.
A Wealth of Common Sense
SEPTEMBER 26, 2022
Today’s Talk Your Book is presented by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and CIO of SpiderRock Advisors about the benefits and intricacies of managed option strategies. On today’s show we discuss: Who SpiderRock Advisors works with The creation of SpiderRock, and its relationship with BlackRock The investment process with SpiderRock Options strategy and tax con.
The Big Picture
SEPTEMBER 30, 2022
My morning train WFH reads: • The Forbes 400 2022: The Definitive Ranking of The Wealthiest Americans : In 2022 The wealthiest people in the U.S. are poorer than a year ago—and the cutoff to make the list fell for the first time since the Great Recession. ( Forbes ). • Sympathy for the Dimon : He’s dealing with an important shortage: Balance Sheet. ( Financial Times ) see also The Reinvention of Goldman Sachs : what has David Solomon achieved?
Financial Times: Moral Money
SEPTEMBER 27, 2022
Fund manager with history of bold claims says energy stocks could triple if ESG aims scrapped
Financial Times M&A
SEPTEMBER 30, 2022
Group seeks ‘collaboration’ with UK luxury brand it has long sought to acquire
Tobias Financial
SEPTEMBER 29, 2022
September is Life Insurance Awareness Month, and at Tobias Financial Advisors one of our goals is to educate our clients on the importance of Life Insurance and the role it can play in protecting their family’s financial security. . Life Insurance may be necessary depending on your particular financial situation, whether that be income replacement, debt payoff, or liquidity for an estate tax event.
The Big Picture
SEPTEMBER 28, 2022
My Two-for-Tuesday morning train reads: • How the Worst Market Timer in History Built a Fortune : Over 60 years, he only added new investments at bull market tops: $10,000 each of 13 market tops, from February 1966 to February 2020. ( Compound ) see also What if You Only Invested at Market Peaks? Meet Bob. Bob is the world’s worst market timer. What follows is Bob’s tale of terrible timing of his stock purchases. ( A Wealth of Common Sense ). • Hedge Funds Piled On Bullish Pound Bets Just Before
Financial Times: Moral Money
SEPTEMBER 28, 2022
Increased responsibility for drafting and operating ethical standards looks unstoppable
Financial Times M&A
SEPTEMBER 28, 2022
Billionaire Sam Bankman-Fried expands crypto market influence with deal for bankrupt Canadian digital assets lender
Tobias Financial
SEPTEMBER 30, 2022
Recently, our Portfolio Analyst, Charles “Chad” NeSmith spoke at the Planned Giving Council of Broward. The discussed topics included market performance, breakdown of broad economic data and their effect on planned giving. Chad spoke at length about the nature of inflation we are seeing, the economy, and how it’s moved somewhat from a supply side to demand side issue.
Integrity Financial Planning
SEPTEMBER 29, 2022
Many retirees overlook long-term care, something that Medicare does not cover. How can someone plan for long-term care? The cost of long-term care insurance may seem too expensive, but consider the cost of that care, later on, should you need it. Use the timestamps below to listen to some key points: Do you know the cost of long-term care here in Virginia?
The Reformed Broker
SEPTEMBER 29, 2022
Apple is actually a detractor from the market today, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
Financial Times M&A
SEPTEMBER 30, 2022
Israeli-listed natural gas producer, has offered the equivalent of 271 pence per share in an all-stock deal
Fortune Financial
SEPTEMBER 29, 2022
In our planning with clients, we like to employ a “pay yourself first” approach, especially as it relates to retirement planning. A frequent problem we often encounter is that by the time all other expenses such as the mortgage, rent, groceries, utilities, and entertainment are paid, there is not enough left over for savings — at least not until our next paycheck, we tell ourselves.
Tobias Financial
SEPTEMBER 29, 2022
Did you know your charitable gift can have a bigger impact and affect generations to come? Our CEO Marianela Collado will lead an informative workshop on ways to optimize your charitable giving on October 12 th at 3:00PM ET at Gilda’s Club South Florida. She is excited to partner up with Kaley Barbera of Snyder & Snyder, P.A. to discuss tax-efficient ways to give, during life but also as part of your legacy plan. .
Trivest Partners
SEPTEMBER 28, 2022
Building a business is like raising kids—you get lots of advice in the beginning, but no one tells you what to do when they grow up. And even if you’ve done all you can for it, selling a business you created is a big decision. So how do you know the time—and reason—is right? Here are three of the big reasons founders decide to sell and what else you should consider if you’re thinking of selling.
Conneqtor
SEPTEMBER 28, 2022
The secret to content creation and how to create social media content as a Financial Advisor Before we jump in let me tell you the number one secret to getting the most from your content creation. GO WHERE PEOPLE ALREADY ARE AND BE PRESENT!
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