A Wealth of Common Sense

JANUARY 7, 2024

That means we’re going on a decade’s worth of asset allocation quilts on this blog. Last year was bad for the majority of asset classes. The moral of the story is I’m getting old.

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Assets Returns 143

The Big Picture

JUNE 3, 2023

He explains how he began a blog in college out of frustration with his fellow student’s inability to manage their own finances. That blog eventually became a short e-book, the success of which led him to write a full-length book. All of our earlier podcasts on your favorite pod hosts can be found here.

Education 133

Education Asset Management Assets Finance 133

Investment Writing

MAY 7, 2024

Check out the five-step process in my blog post on “ 5 steps for rewriting your investment commentary ”! That’s because, as Wylie Tollette, head of client investment solutions at Franklin Templeton Multi-Asset Services, said, that would take 30 years and a double-blind study, but no one would want to be in the control group.

Assets 109

Assets Prospects Funds Capital 109

The Motley Fool

JULY 28, 2023

Many people don’t know they are eligible," mRelief said in a recent blog post. Assets: Households cannot have more than $2,750 in cash in their checking or savings accounts. Others choose not to apply due to stigma or the long enrollment process." There are various deductions, including child support, medical expenses, and other costs.

Banks 246

Banks Taxes Accounting Assets 246

A Wealth of Common Sense

MAY 25, 2023

Here is the data I showed in a recent blog post: Since 1926, the U.S. A reader asks: Ben showed the numbers for U.S. stock positive returns over the long-term. How does the data look for global ex-U.S. performance? Fair question.

Stock Market 145

Stock Market Stock Market Returns Assets 145

Indigo Marketing Agency

JANUARY 3, 2025

Building effective marketing assets, like videos, guides, and case studies, is essential for advisors looking to attract and convert prospects. Step 1: Define Your Target Audience Before developing any marketing asset, having a deep understanding of your target audience is essential.

Prospects 52

Prospects Assets Taxes Education 52

A VC: Musings of a VC in NYC

MAY 22, 2022

Back in February of last year, I wrote a blog post with the same title and said this about the asset price bubble we were living in and investing in over the last few years: The big question is how does this end? I believe it ends when the Covid 19 pandemic is over and the global economy recovers.

Assets 137

Assets Banks Investing 137

The Motley Fool

JULY 31, 2023

Broadcom may look expensive at 28 times earnings, but its generally accepted accounting principles (GAAP) earnings numbers are depressed, thanks to a high amortization of intangible assets from past acquisitions. When looking at its second quarter earnings and free cash flow, the stock is not quite that pricey. of GAAP EPS.

Buyout 246

Buyout Amortization Debt Shareholders 246

The Motley Fool

SEPTEMBER 10, 2023

The act would require banks with assets of more than $100 billion to process electronic credit transactions on no fewer than two affiliated networks, one of which must be outside of Visa's or Mastercard's network. The company disputed the claims in the report and said it has no plans to raise its interchange rates or network fees in the U.S.

Investors 189

Investors Banks Consultants Consulting 189

The Motley Fool

JULY 10, 2024

This protects your personal assets and can offer some tax advantages. If you have a drop-shipping company, can you hire someone else to manage the blog or write your emails? Or maybe you like writing blogs but want someone else to handle uploading them to WordPress. Look for ways to automate or organize your business processes.

Legal 130

Legal Liabilities Consultants Consulting 130

The Motley Fool

MAY 7, 2024

Creative outlet Before I became a freelance writer, I blogged as a creative outlet. My blog never took off, but that didn't matter much to me. Adding a new skill to your resume could be a huge asset. Here are five little-known perks of weekend side hustles and a few suggestions for getting started.

Assets 130

Assets Financing Finance Companies 130

The Motley Fool

SEPTEMBER 22, 2023

And as a result, the company's roots in inbound marketing remain a component of its success, since this approach galvanizes customers to seek out businesses through informative content, including newsletters and blog posts, rather than more traditional and expensive marketing methods, such as advertising. Its total assets of $2.7

Investing 130

Investing Liabilities Debt Assets 130

A VC: Musings of a VC in NYC

OCTOBER 27, 2021

Chris Dixon called that “come for the tools, stay for the network” in this blog post. Most consumers start with the token/asset and go from there. And what is most interesting to me is that these assets that you start with don’t need to stay in the networks you first use them in. USV TEAM POSTS:

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Stakes Assets Investing 109

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Let’s get on to the blog. #1 Sometimes it is intentional. Source: [link]. #2

Securities and Exchange Commission (SEC) 110

Securities and Exchange Commission (SEC) Legal Consultants Consulting 110

The Motley Fool

NOVEMBER 21, 2024

Owen Lamont, a portfolio manager at Acadian Asset Management, created the Saylor-Buffett ratio and recently discussed the concept in a blog post. This reflects investor exuberance in riskier assets and greed, and likely means the market is overvalued or getting frothy. Data source: Acadian Asset Management.

Stock Market 130

Stock Market Stock Market Asset Management Assets 130

FMG

FEBRUARY 7, 2024

As a software solution, Asset-Map helps advisors organize client info and deliver financial plans through a visual medium, allowing them to save time and offer greater clarity to their clients. Many advisors that leverage Asset-Map’s software also feature the tool on their website as part of their prospecting efforts.

Assets 52

Assets Leveraging Prospects 52

The Motley Fool

NOVEMBER 22, 2023

Even so, if the SEC can win that argument in court, it would mean Kraken, Coinbase, and many other cryptocurrency exchanges have been operating illegally by letting people buy and sell those assets. This is incorrect as a matter of law, false as a matter of fact, and disastrous as a matter of policy," the exchange wrote in a blog post.

Securities and Exchange Commission (SEC) 147

Securities and Exchange Commission (SEC) Due Diligence Assets Financing 147

Indigo Marketing Agency

DECEMBER 19, 2022

He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. He’s probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his Twitter —both of which have cult-like followings. . billion in client assets. Ron Carson…need we say more? Michael Kitces. Grace Gong.

Education 116

Education Consultants Consulting Financial Services 116

The Motley Fool

JUNE 30, 2023

Its gains arrived later in the week despite complete radio silence in terms of business news, conference presentations, or management's blog posts. Furthermore, the company also added AI plug-ins to its digital assets store. However, the autonomous driving expert's shares actually fell that day.

Assets 147

Assets Investors Funds Companies 147

The Motley Fool

OCTOBER 2, 2023

A diversified portfolio is one that can weather bumps in the road better than a portfolio that's too heavily invested in a single asset or security. That depends entirely on your existing assets and skills. Similarly, you could set up a blog or YouTube channel and earn that sweet affiliate income. That's because it's important.

Accounting 130

Accounting Assets Funds Portfolios 130

The Big Picture

AUGUST 11, 2023

You will network with the best practitioners in the RIA/Asset management space while learning about how the latest cutting-edge fintech can help you manage your practice. We took over all 5 hotels for the 3000 attendees, including 1,000 registered advisors and over 500 sponsors. Sure, you can earn CE credits, but this is a lot more than that.

Asset Management 97

Asset Management Assets 97

The Motley Fool

FEBRUARY 10, 2024

We talked about this a little bit earlier, but I think another area of exploration is the fact that so many businesses in the United States and the economy used to be driven by assets, and now it is driven so much more by knowledge, by information, by data. The problem is not that companies used to be driven by assets and they're not anymore.

Companies 246

Companies Accounting Assets Banks 246

The Big Picture

JANUARY 16, 2023

The Value of Corporate Pension Assets Fell Dramatically. It was a bit of a remarkable coincidence that both assets and liabilities fell by such a large but similar amount,” says Aon’s Joe McDonald. What I learned from reading The Pmarca Blog Archive Ebook by Marc Andreessen. . • per year. ( A Wealth of Common Sense ). •

Liabilities 110

Liabilities Banks Assets Stock Market 110

The Motley Fool

SEPTEMBER 9, 2024

Others may receive help from family and friends, use credit cards , or sell assets to raise capital. Start a blog, create how-to videos, do TikToks, or offer free webinars on topics related to your business. While many businesses can be started for under $1,000, others may cost more. Either way, some dough will be needed.

Legal 130

Legal Leveraging Accounting Banks 130

Private Equity Wire

JANUARY 8, 2024

The most commonly used forms of leverage are subscription line financing, borrowing against portfolio assets and cash flow management facilities. Subscription line financing borrows against capital commitments from investors, while borrowing against portfolio assets and cash flow management facilities are secured against fund assets.

Leveraging 98

Leveraging Due Diligence Hedge Funds Finance 98

Sara Grillo

AUGUST 15, 2022

For those of you who are new to my blog, my name is Sara. Scott and I discuss this in pod/blog on the topic, entitled, “ Direct indexing suck s.” You wouldn’t be able to have a high quantity of holdings, replicating an index, for that amount of portfolio assets. Pull up a chair and get ready to rumble! ” Ehem.

Consulting 98

Consulting Consultants Prospects Portfolios 98

A VC: Musings of a VC in NYC

APRIL 30, 2021

I thought I’d blog about one of the projects we backed today. USV TEAM POSTS: David Gabeau — Apr 29, 2021 Tokenized Natural Assets Samson Mesele — Apr 28, 2021 Joining Union Square Ventures Hanel Baveja — Apr 20, 2021 Hacking Healthcare. NYC is many things, and one of them is a beach town.

Funds 88

Funds Assets Crowdfunding 88

A VC: Musings of a VC in NYC

MAY 5, 2021

My friend Dan Malven wrote about this on his blog yesterda y: A working paper published by the National Bureau of Economic Research (NBER) in November 2020 contradicts that notion, showing that half of all VC fund managers outperform the public markets, and are therefore worthy of institutional investment.

Stock Market 111

Stock Market Stock Market Accredited Investors Startups 111

The Big Picture

MARCH 10, 2023

Vox ) • How One Guy’s Car Blog Became a $1 Billion Marketplace : Bring a Trailer is where obsessives buy, sell and geek out over classic cars. Even if you wake at the same time every day, the shift from standard to daylight saving time means it’s suddenly dark in the morning and your circadian rhythm is disrupted. (

Pension Funds 114

Pension Funds Startups Banks Assets 114

A VC: Musings of a VC in NYC

NOVEMBER 15, 2022

Coinbase’s early innovation was creating a secure, easy-to-use, regulated bridge from fiat currencies to crypto and a safe place to store crypto assets. Eventually, as the web3 infrastructure improves, the user experience gap between self-custody and storing assets on centralized entities will shrink. USV TEAM POSTS:

Financial Institutions 108

Financial Institutions Assets Banks Leveraging 108

A VC: Musings of a VC in NYC

APRIL 2, 2021

I wrote a blog post last fall asking for advice for headphones that don’t go into my ear and allow me to hear ambient noise around me. I got a ton of responses and that led me to bone-conducting headphones. I have been using AfterShokz bone conducting headphones for the last six months and they work well.

Funds 80

Funds Assets Crowdfunding 80

The Motley Fool

OCTOBER 13, 2024

Google didn't take the news lying down, releasing a blog post saying the "DOJ's radical and sweeping proposals risk hurting consumers, businesses, and developers." The judge will have the last word and could choose any of the recommendations proposed by the DOJ or some combination of remedies.

Legal 130

Legal Shareholders Asset Management Assets 130

The Motley Fool

MARCH 14, 2025

Back from helping to start up Motley Fool Asset Management over a decade ago, he now writes, again, for the Fool, working on Hidden Gems and Firecrackers. laughs] I've been there for business for this very company, some analyst meeting back in the days, asset management. They're depreciating asset. Bill, welcome.

Banks 211

Banks Education Companies Asset Management 211

The Big Picture

OCTOBER 1, 2022

. • The Blackstone rebellion: how one country took on the world’s biggest commercial landlord : The giant asset management firm used to target places where people worked and shopped. Then it started buying up people’s homes. In one country, the backlash was ferocious [link]. Indistinguishable from Magic.

Asset Management 118

Asset Management Assets Capital Companies 118

A VC: Musings of a VC in NYC

MARCH 30, 2021

I wrote a short post on the USV blog announcing that we had invested in Cryptokitties , but in truth, we invested in much more. And it required a crypto wallet experience that was tightly integrated into the game that allowed new users to fund their wallets with credit cards in addition to crypto assets. And it required Flow to launch.

Finance 100

Finance Financing Stakes Assets 100

Pension Pulse

NOVEMBER 28, 2024

More than shocking” Former analyst at the Caisse and author of the Pension Pulse blog on pension plans, Leo Kolivakis said he was stunned by the content of the SEC complaint. It’s more than shocking,” he wrote on his blog. Lastly, I am aware that bribes can happen anywhere, including here in Canada across all asset classes.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds Conglomerates Legal 59

A VC: Musings of a VC in NYC

OCTOBER 6, 2021

And yet, the House Ways and Means Committee is now suggesting eliminating the ability of these IRA holders to invest their IRAs in the highest returning assets available; VC funds, private equity, and private companies (page 689, section 138312). IRAs are the retirement accounts for main street, not wall street.

Taxes 95

Taxes Private Companies Accounting Assets 95