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. Those two things won’t necessarily happen at the same time.
Financial Times: Moral Money
MAY 25, 2022
World’s second-largest asset manager cites its duty to maximise returns for clients
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Financial Times M&A
MAY 26, 2022
Takeover would help transform acquisitive semiconductor company into diversified tech business
This is going to be BIG.
MAY 26, 2022
“Personal Branding” The term is fingernails on a chalkboard-level cringe for many of the best founders—mostly because it feels most of the people who spend time building their personal brand don’t actually have much there there behind it. At best it’s boasting and at worst, it’s blowing smoke. Which means that most of the people who actually do have the most interesting and useful experience to add to the public conversation aren’t doing so.
Sara Grillo
MAY 9, 2022
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.
Indigo Marketing Agency
MAY 17, 2022
Join me in this quick video where I uncover the sweet spot for the length of a financial advisor’s blog post! We get this question all the time: What is the perfect blog post length—how many words—for a financial advisor? Google used to have in their algorithm that a longer blog post was better and that 2,300 words was the sweet spot, so you’ve likely heard that metric repeated a lot.
A VC: Musings of a VC in NYC
MAY 9, 2022
Tech:NYC is launching a new initiative, Tech Year NYC , which helps young people from underrepresented backgrounds get access to careers in NYC’s fast-growing tech sector. Tech Year NYC is a rollup of several existing city programs into a single point of entry and engagement for tech companies and students. The idea is to make it easier for local tech companies to engage with this population and easier for the students to get access to these pathways to jobs.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Financial Times M&A
MAY 24, 2022
Healthcare litigation group MSP Recovery had claimed a $33bn valuation despite losses
This is going to be BIG.
MAY 24, 2022
If you’re out raising, it’s quite normal for you to peer over the fence and see how far other founders are getting at the same stage. The most obvious attribute for comparison is stage—have they launched, do they have paying customers, etc. Unfortunately, this is a fundamental misunderstanding of how startups raise. Fundraising is not a reward for the past.
Mr. Money Mustache
MAY 20, 2022
Boom! Well, that was kinda sudden! In the three months or so since we last spoke, the world has become an entirely different place – at least for those of us who keep up with any sort of international, financial or stock market news. The headlines are new, and the problems are of course very real. Russia has started one of the biggest, shittiest wars in a generation – killing untold thousands of people, displacing millions, and halting trillions of dollars of production and trade.
XY Planning Network
MAY 31, 2022
5 MIN READ. “Every dream has a price.”. Want to take a guess at where that quote is from? We’ll get to that later, but for now, I want to position that behavioral finance is all about planning towards what’s important to someone. When you deeply understand what a client values and wants most, you can serve as a trusted guide ensuring their financial plan lands them right where they want to be.
A VC: Musings of a VC in NYC
MAY 31, 2022
Gotham Gives is a public charity that the Gotham Gal and I started one year ago to complement the family foundation that we have been using to make philanthropic gifts for over two decades. A public charity allows us to raise capital from others in addition to our family’s philanthropic gifts. We use this public charity to put together syndicates of donors and raise more capital for our projects than would be possible on our own.
Financial Times: Moral Money
MAY 27, 2022
Plus, Carl Icahn suffers defeat in his McDonald’s pig battle
Financial Times M&A
MAY 13, 2022
Tesla chief executive blames bots, but some think he is looking for a better deal — or an excuse to walk away
This is going to be BIG.
MAY 9, 2022
I’ve been asked by portfolio companies and plenty of others about how they should be changing their strategy given the stock market pullback and what they’ve been hearing on “VC twitter”. My answer depends on whether the company would answer yes to any of the following questions: 1) Did you raise an overpriced round in the last 18 months—one you know was over the top?
Steve Sanduski
MAY 31, 2022
Your business may not be for sale, but it should always be salable. According to a 2019 study by J.D. Power , the average age of a financial advisor is 55; approximately one-fifth of advisors are 65 and older. If you’re within 5 – 7 years of exiting the business, succession planning should be one of your key strategic initiatives. Paul Blease advises that preparing to sell your practice is a process of analysis and optimization that requires a multi-year runway.
Don Connelly & Associates
MAY 30, 2022
In their interactions with prospects, financial advisors reach a critical juncture when they must determine when or if a prospect is ready to become a client. If they make the wrong determination, it will likely result in a missed opportunity. Trying to close prospects before they are ready can push them away, while waiting too long can cause them to lose interest.
A VC: Musings of a VC in NYC
MAY 1, 2022
Last week we held USV’s annual Portfolio Summit here in NYC. Every year we invite the leaders of our portfolio companies to come to NYC and spend a couple of days with us and each other. However, we were not able to do that in 2020 and 2021 so this was our first Portfolio Summit since 2019. In the three years that have passed since our last summit, we roughly doubled the size of our portfolio, adding 65 new investments.
Financial Times: Moral Money
MAY 27, 2022
Rightwing populists and industry sceptics are mounting a backlash against a vision for business that looks beyond profits
Financial Times M&A
MAY 30, 2022
CMA issues temporary ruling while it considers full probe of supermarket chain’s takeover
This is going to be BIG.
MAY 31, 2022
The pandemic and parenthood hasn’t been great for either my eating habits or my activity level—not to mention the two month grandparent visit when we brought Mirren home. Here’s my approach to my snacks: “I finished off this candy too fast. I can’t ever buy it again.” Here’s my father-in-law’s approach to my snacks: “I saw that you finished off the candy so I ran out and bought you some more.
Financial Symmetry
MAY 30, 2022
? Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you need to listen to this episode. Today on the show, … Continued. The post Why You Need a Professionally Prepared Estate Plan, Ep #165 appeared first on Financial Symmetry, Inc.
Investment Writing
MAY 30, 2022
Can you spot what’s wrong in the image below? Please post your answer as a comment. Unfortunately, people make this mistake too often. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for May 30: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Dear Mr. Market
MAY 27, 2022
Dear Mr. Market: Simple title. Simple reality. That’s exactly where we’re at right now. We’re not going to wait for the financial media to announce it or tell us that it’s only a bear market if we officially drop -20% or more. The intent of this article is to explain not only what a real bear market is, and how this one has behaved differently, but also what to do next.
Financial Times: Moral Money
MAY 26, 2022
Plus, a hectic day of shareholder votes in the US
Financial Times M&A
MAY 31, 2022
Media group’s intention to go public falters amid dwindling enthusiasm for blank-cheque vehicles
Walkner Condon Financial Advisors
MAY 27, 2022
I originally wrote this blog post in July 2021. I am updating the post as a great deal has changed in our lives since last summer. We are still dealing with the impact of COVID on a daily basis; albeit, it is in many different ways. Our consumer habits are much closer to pre-pandemic patterns. We are dining in restaurants and shopping in stores. Travel is returning to more normal levels as well.
Diamond Consultants
MAY 27, 2022
What’s changed at Edward Jones—and what’s driving so many advisors to seek other options? While many brokerage firms have seen noticeable advisor attrition in recent years, the velocity of moves away from Ed Jones, a firm that built its legacy on a strong culture, begs a few important questions. What’s driving momentum? Where are these advisors going?
BlueMind
MAY 26, 2022
Category: Client Relations. Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Difficult clients are unavoidable in any business and while facing them, an advisor must have the temperament and patience to deal with them in a calm and professional manner no matter how unreasonable or inappropriate they might become.
Conneqtor
MAY 26, 2022
Why did you choose to work from home? For me, it was to have more balance in my life. But what is work from home creep, and how do we avoid it? In a recent LinkedIn post, I shared my thoughts on Work From Home Creep after reading this article by The Atlantic here.
Financial Times: Moral Money
MAY 22, 2022
Executives criticise Stuart Kirk’s speech despite bank being aware of its title
Financial Times M&A
MAY 31, 2022
Deal follows Serie A title win and caps turnround under activist investor’s ownership
Wealthfront
MAY 26, 2022
Stock market volatility can be unnerving. No investor, whether they’re new to investing or have been making deposits for years, likes to see the value of their portfolio go down—even if it’s just temporary. When the market takes a turn, some people will inevitably sell investments in an attempt to minimize their losses, while others […]. The post The Stock Market Is Down—What Should I Do?
Lakehouse Capital
MAY 25, 2022
The following article was featured in Livewire on May 24, 2022. In times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making returns in the market is to not be scared out of it. That said, the severity of the current market drawdown is certainly nothing to sneeze at, with the S&P 500 declining 8.8% in the month of April alone.
Integrity Financial Planning
MAY 25, 2022
In the news, we’re hearing a lot about inflation and the stock market. What do you need to watch out for and what does Brian have to say about it? After months of rising inflation, April’s inflation numbers went down the slightest bit. How do these numbers factor into a financial plan? Brian talks about a company that tracks inflation and how now compares to how it was calculated in the past.
Diamond Consultants
MAY 24, 2022
Many advisors cite “improving client service” as the catalyst for a move—but knowing what the real impact will be is critical. What motivates top advisors who are knocking the cover off the ball to risk disrupting momentum by making a move? No doubt, every advisor wants to improve their ability to grow the business. But ultimately, most will share that the quest to deliver more – and better – service for clients drove them to make the leap.
Financial Times: Moral Money
MAY 30, 2022
Markets still don’t reflect the scale of climate threats
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