This is going to be BIG.

MAY 5, 2023

Sometime in the next few weeks, I’ll complete my next investment. It will be the 105th deal out of Brooklyn Bridge Ventures, the firm I started back in September 2012, and it will be the last deal I’ll be making out of my third fund. It will also be my last venture capital deal. I think it’s important in this era of building audiences and living in public to acknowledge that no one actually needs to explain the reasons why they’re making career moves or leaving a company.

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Venture Capital Pension Funds Investing Capital 218

The Big Picture

MAY 4, 2023

I have been writing about issues with the minimum wage for (it seems like) decades. During that time, consuming lots of academic research, I reached a few logically supported conclusions. The least contentious of which is that modest increases in minimum wages increase economic activity and create jobs. But there are other surprises around the minimum wage.

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Capital Companies 145

The Reformed Broker

APRIL 29, 2023

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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Financial Times M&A

MAY 1, 2023

Depositors protected but shareholders wiped out in country’s second-largest bank failure

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Shareholders Banks 145

This is going to be BIG.

MAY 2, 2023

The other day, I was watching an episode of Seinfeld and was struck by how dramatically different location-aware mobile phones have made our day-to-day existence. The entire plot was based around no one having a phone in their pocket. Watching the characters leave answering machine messages for people (and miss them), use paper maps, and get lost on the way to a cabin made it all seem pretty dated.

Investing 108

Investing Pension Funds Venture Capital Startups 108

The Big Picture

MAY 5, 2023

My end-of-week morning NFP train WFH reads: • Warren Buffett’s Formula for Success: One Good Decision Every Five Years : Berkshire Hathaway has obliterated the market in his 58 years at the company. He credits roughly 12 decisions. ( Wall Street Journal ) see also The 10 Greatest US Investors and the Virtues That Made Them : There can be few fields of human endeavor in which history counts for so little as in the world of finance.

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Venture Capital Startups Assets Asset Management 143

A Wealth of Common Sense

MAY 4, 2023

A reader asks: I’m in my late-30s so I know I should look at this environment as an opportunity to buy at lower prices but I’m sick of the bear market. I got caught up investing in tech in 2020 and 2021 so I’m down way more than the S&P 500 (probably down 25-30% from my previous highs). It would help to hear your best and worst-case scenarios between new all-time highs this year and a 1970s environment where we.

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Stock Market Stock Market Investing Financing 99

Integrity Financial Planning

MAY 4, 2023

They just don’t make arcades like they used to. The hallmark clack of pinball machines and the 8-bit orchestras playing from all sorts of machines isn’t something you can really find anymore. Here’s a list of some of the greatest arcade classics of all time. Pong The game that started it all. It’s a simple system–two players with a paddle and a ball that bounces back and forth between them.

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Financing Finance 98

The Big Picture

MAY 3, 2023

At least they told us what they were going to do. As much as critics of the Federal Reserve have been up in arms over the fastest rate hiking cycle in modern history, no one can claim it to be a surprise. Jerome Powell & Co. have continually warned that they are aggressively fighting inflation with a 5% target. They said it in Fed minutes, they said it in pressers, they said it in speeches; we just took them figuratively, not literally.

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Walkner Condon Financial Advisors

MAY 1, 2023

Let’s talk about stock options that private companies offer and go through the pros and cons of each. You join a great company with an even better culture. They offer stock options component and might be wondering, “…what exactly are these Stock Options and Restricted Stock?” or “…what should I do with my pre-IPO RSUs?”. Common Types of Equity Compensation for Private Companies In younger private (or “pre-IPO”) companies it is common to be offered stock options, Restricted Stoc

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Companies Taxes Liabilities Private Companies 98

A Wealth of Common Sense

MAY 5, 2023

Finance is like fashion. Wait long enough and the same arguments come back in style. We have the same quarrels about finance topics every few years. Active vs. passive. The death of the 60/40 portfolio. Is this a bubble? Is this the top (or bottom)? Another one that’s cropped up again this year is are the market’s gains too concentrated?

Stock Market 97

Stock Market Stock Market Financing Finance 97

Integrity Financial Planning

MAY 2, 2023

With the recent turmoil in the banking sector, it’s understandable to worry about your bank savings. But before worrying, it’s important to know how your money in the bank is protected. So, how safe is your money, really? Where is my money? First, let’s talk about how your bank actually stores your money. When you deposit your money into the bank, they don’t actually keep it on hand.

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Banks Accounting Financing Finance 98

The Big Picture

MAY 1, 2023

I have been a reader of Jamie Catherwood’s Investor Amnesia since it launched. It is always filled with interesting reminders from the past. Investor Amnesia is a wonderful reminder that we tend to forget that which came before. Ray Dalio put it even more starkly, noting that nothing is truly unprecedented , and we tend to use that word to refer to those things we have not experienced in our lifetimes.

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Financing Finance Debt Stock Market 125

The Reformed Broker

MAY 5, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Ian Dunlap, Leanna Haakons and Downtown Josh Brown discuss regional banks, the importance of Apple’s earnings, how AI is changing the labor market, TEN STRAIGHT RATE HIKES, the Coinbase shareholder lawsuit, 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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Shareholders Banks 91

Million Dollar Round Table (MDRT)

MAY 2, 2023

By Sandy Schussel One of the biggest misconceptions about financial advisors’ success is the idea that their services, planning and advice are what clients want most. They’re not. Clearly, your services, advice and recommendations are important. But there’s something more important. Understand what matters The most important factor in your success is something else, and it’s right under your nose.

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A Wealth of Common Sense

MAY 2, 2023

On Monday the S&P 500 closed at a little more than 4,100. That’s a level the index first hit in May 2021. A lot has changed in the intervening two years from a market perspective. This is a snapshot of how things looked back in May 2021: Fed funds rate: 0% (on the floor) 10 year treasury yield: 1.6% (generationally low) Inflation rate: 4.2% (uncomfortable but still felt transitory) Mortgage rates: 3.0% (ridicu.

Stock Market 84

Stock Market Stock Market Funds 84

The Big Picture

MAY 1, 2023

My back-to-work morning train WFH reads: • The Fed Has No Good Options. The Risk of a Misstep Is Growing. The Federal Reserve is struggling to cool inflation further without damaging the economy. The easy part is over. ( Barron’s ) • The Bear Market’s Survivors Share Their Biggest Lessons : With the S&P 500 in the longest bear market since 1973, individual investors maneuver differently from just months ago. ( Wall Street Journal ) • How Druckenmiller Does It: He Hates To Lose : Drucke

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Investors 111

A VC: Musings of a VC in NYC

MAY 4, 2023

I was approached by a company this week that has trained a large language model on all of the blog posts I have written here at AVC. There are 9059 of them for those that are counting. They wanted to offer me a chat bot called “ask Fred.” I told them no thanks. Let me explain. I am totally fine with anyone using all of the content I have produced here at AVC to train their AI models.

Companies 87

Companies 87

Million Dollar Round Table (MDRT)

APRIL 30, 2023

By Bryce Sanders Financial advisors need new clients. To do this, they need to keep their prospecting pipeline filled. Financial advisors, coaches and other experts often offer systems for this. It can be confusing, however, to know what to look for in a successful prospecting strategy. Over the years, these are the five criteria I’ve learned to look for: It must be proactive.

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Prospects Education Investing 83

The Reformed Broker

MAY 4, 2023

Hopping on Ask The Compound (formally known as Portfolio Rescue) with Ben and Duncan at 1:30pm ET! Tune in as we discuss loan prepayments, bear market exhaustion, spending v saving, and more! Submit your questions to askthecompoundshow@gmail.com for a chance to be featured! Listen here: Apple podcasts Spotify podcasts. The post Is the Bear Market Over?

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Portfolios 80

The Big Picture

MAY 3, 2023

My mid-week morning train reads: • This company adopted AI. Here’s what happened to its human workers : Economists found AI caused a group of workers to become much more productive. Backed by AI, these workers were able to accomplish much more in less time, with greater customer satisfaction to boot. At the same time, however, the study also shines a spotlight on just how powerful AI is, how disruptive it might be, and suggests that this new, astonishing technology could have economic effe

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Assets Accounting Companies Investing 106

XY Planning Network

MAY 1, 2023

We’re big fans of niches here at XYPN. We champion them on XYPN Radio, tout them when speaking at conferences, and praise them on our blog. CEO and Co-Founder Alan Moore extensively covers the topic of “niching-down” in talks, podcasts, and one of our more popular webinars. Niches are important to identify, and even more valuable if you can own them entirely.

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Financial Times M&A

MAY 1, 2023

Plus, Deutsche Bank makes an investment banking U-turn and Charlie Munger forecasts a commercial property storm

Banks 96

Banks Investment Banking Investment Banks Investing 96

Financial Times: Moral Money

MAY 5, 2023

For pension funds, endowments and family offices, there are more options beyond listed equities to make an impact

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Pension Funds Investing Funds 83

The Big Picture

APRIL 29, 2023

 This week, we speak with Benjamin Clymer and Jeffery Fowler of Hodinkee , the preeminent website for enthusiasts of modern and vintage wristwatches. Clymer, who’s been dubbed “ The High Priest of Horology ,” founded the site in 2008 and is currently executive chairman; Fowler was appointed Hodinkee’s chief executive officer in 2022. Hodinkee’s ambition is to become the global leader in watches, content, and commerce.

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Buyout Consultants Consulting Asset Management 65

A Wealth of Common Sense

MAY 1, 2023

Today’s Talk Your Book is brought to you by Eagle Point Credit Management: See here for more information on Eagle Point Credit Management and the CLO investment strategies available to wealth advisors and retail investors. On today’s show, we are joined by Thomas Majewski, Founder and Managing Partner of Eagle Point Credit Management, to discuss generating current income by investing in CLO securities.

Leveraging 61

Leveraging Investors Investing 61

Financial Times M&A

APRIL 29, 2023

Industry watchers say UK-listed rival AstraZeneca has a stronger pipeline and benefits from its oncology expertise

Investors 85

Investors 85

Financial Times: Moral Money

APRIL 30, 2023

New guidance that means fund managers can rely on their own methodology is expected to add to confusion

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Funds 84

Motley Fool Asset Management

MAY 5, 2023

Do you have mid-cap stocks in your portfolio? Maybe you don’t know because there isn’t a uniform definition of a U.S. mid-cap stock. Some experts say a mid-cap is any U.S.-based company with a market capitalization greater than $2 billion and less than $10 billion. Others use a somewhat higher range, such as $5 billion to $20 billion. So, that's a general idea of what a mid-cap stock is.

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Investing Portfolios Capital Investors 52

Pension Pulse

MAY 4, 2023

Former CDPQ CEO Michael Sabia testified in front of the Senate Committee on Banking and Finance earlier today. Michael was asked a question by my former boss and now Senator Clément Gignac on why PSP Investments was chosen to run the new $15 billion Canada Growth Fund announced when the Liberal government presented their budget earlier this year. Interestingly, Michael cited two main reasons: First and foremost, PSP Investments has a lot of expertise and is able to scale up these investments qui

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Funds Pension Funds Investing Banks 52

SuperAngel.Fund

MAY 5, 2023

Founder Friday is a content series from SuperAngel.Fund that highlights companies across our portfolio and the inspiring founders behind them. In our 41st edition we are featuring Ronny Sage , Founder & CEO of ShoppingGives , a Certified B Corp that empowers thousands of brands to launch, scale and optimize their social impact strategies. Before starting ShoppingGives , Founder & CEO Ronny Sage (middle above) worked at several digital marketing agencies that supported Fortune 500 brands

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Prospects Funds Portfolios Companies 52

Conneqtor

MAY 5, 2023

A roadmap for financial advisors is core to virtually every aspect of their business. As a financial advisor, you know that having a clear sense of what you’re trying to achieve and why you’re doing it is essential to the success of your practice.

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Axial

MAY 4, 2023

Axial is excited to release its Q1 2023 Lower Middle Market Investment Banking League Tables. These league tables reveal the top 25 investment banks that were active on the Axial platform in Q1. In Q1, 740 sell-side investment banks and M&A advisors brought a total of 2,775 deals to market. League Table recipients quarterbacked 111 of the total 2,775 deals in the quarter.

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Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Tobias Financial

MAY 4, 2023

Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our Wealth Advisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National Conference in San Diego on May 13th, 2023. Edgar and Franklin will discuss exit planning, how it differs from succession planning and how advisors can incorporate it into their practice.

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