This is going to be BIG.

FEBRUARY 27, 2023

“Extend your runway.” That’s what every VC is telling their portfolio companies these days. The very important part they’re leaving out, however, is, “But keep growing at the same pace before the cuts.” In other words, they’re telling companies that, in order to get next round funding, they’re somehow supposed to stay the same fast growers they were before the tech downturn, but just do that longer and get to higher aggregate revenue and performance numbers.

Startups 166

Startups Capital Financing Finance 166

A Wealth of Common Sense

FEBRUARY 26, 2023

I write a lot about the benefits of investing in the stock market over the long-run. Anytime I share a chart or data point about these benefits invariably a handful of people will push back. What about other countries they ask. Isn’t the U.S. just survivorship bias they protest. I don’t mind people taking the other side here. That’s what makes a market.

Investing 145

Investing Stock Market Stock Market 145

The Reformed Broker

FEBRUARY 7, 2023

“When I see a bubble forming I rush in to buy, adding fuel to the fire. That is not irrational.” – George Soros, 2009 I’ve spent 25 years watching, trading and investing in the stock market. The repetition of patterns is amazing. In every generation we see new bubbles, which form when a new innovation comes along and everyone gets excited about the future.

Stock Market 145

Stock Market Stock Market Investing Financing 145

Mr. Money Mustache

FEBRUARY 26, 2023

Well, looks like it has happened again. Since the last time we spoke, I got sucked into building my 17th(?) kitchen, and I have finally emerged from its messy yet addictive grasp as I stand here at the new breakfast bar, typing this report to you. Why am I so hooked on this strange pastime? And more importantly, why am I so excited to tell you about it, when most MMM readers probably don’t have house building at the top of their list of life priorities?

Resale 135

Resale Bidding Investing 135

Financial Times M&A

FEBRUARY 16, 2023

Decision is sign of spending slowdown by conglomerate in wake of short seller attack

Conglomerates 135

Conglomerates 135

The Big Picture

FEBRUARY 27, 2023

Physics has been seeking a grand “ Unified Field Theory ” that can explain everything in the universe. I sometimes wonder if we cannot find a similar overarching theory about all bad decision-making. The closest I have found as that single point of failure is the Dunning Kruger effect. Recall last week , we were discussing thinking about the impact of retiring Baby Boomers on the equity markets and of rising rates on housing.

Mutual Funds 130

Mutual Funds Hedge Funds Taxes Consulting 130

A Wealth of Common Sense

FEBRUARY 24, 2023

Three thoughts on the trade-offs involved in the economy, markets and life: 1. There is no such thing as a perfect economy. This was the general environment for the 2010s: Low GDP growth Low inflation Stagnating wages A slow labor market High(ish) unemployment rate 0% interest rates A booming stock market This is the post-pandemic 2020s (so far): Higher GDP growth Higher wage growth Higher inflation A booming labor mar.

Stock Market 145

Stock Market Stock Market 145

The Reformed Broker

FEBRUARY 1, 2023

Now listen up and listen good. Last May 4th, Fed Chairman Jay Powell told a press conference that “A 75 basis point increase is not something that the committee is actively considering.” Five weeks later, the Fed hiked rates by 75 basis points. Then he did another 75 basis points, then another 75 basis points, then another 75 basis points.

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Financial Times: Moral Money

FEBRUARY 28, 2023

US fund managers highlight disputes over sustainable investing in latest annual reports

Funds 107

Funds Investing 107

Financial Times M&A

FEBRUARY 16, 2023

Investment bank China Renaissance says it has been unable to contact its founder

Investment Banks 123

Investment Banks Investment Banking Banks Investing 123

The Big Picture

FEBRUARY 2, 2023

There is a fascinating long-form article in the Washington Post about the murder of an investigative reporter who was looking into a Ponzi scheme in Las Vegas last year. 1 It’s a riveting and terrible story, and the Post focused on the highlights: Lost monies, Mormons, FBI investigations, guns, and murder. I read this as I was putting together my deck on how not to get ripped off by investment fraud , This led me to focus on a slightly different aspect of this grim tale: “Authorities had l

Returns 25

Returns Private Equity Firms Private Equity Firms Legal 25

Million Dollar Round Table (MDRT)

FEBRUARY 2, 2023

By Patrick McGowan, MBA Being on video and watching videos is today’s business norm. A recent survey showed 76% of consumers watched a video before making a purchase. Social media influencers promote products and services and share self-improvement ideas through video-based storytelling. You log in to video meetings daily with prospects and customers.

Prospects 102

Prospects Companies 102

A Wealth of Common Sense

FEBRUARY 23, 2023

A reader asks: I am in my mid-40s and have been running my own RRSP (Canadian 401k) for a while now. I have almost no exposure to bonds. I ran it by an advisor and her reply was why would you want bonds? They had been paying next to nothing for years. They don’t seem to even go up when stocks are going down. I can see her point. Instead of bonds I have been buying ETFs with a covered call component for what would be the.

Hedge Funds 145

Hedge Funds Funds 145

The Reformed Broker

FEBRUARY 26, 2023

Act I Our hero Josh Brown spends a decade working at a succession of third-tier brokerage firms on Long Island and in New York City. He’s in his early twenties and knows less than nothing about stocks, bonds, mutual funds, investing, the economy, financial advice or anything else germane to the profession. He works for thieves, hustlers, well-meaning know-nothings and the morally compromised, men who will say and se.

Mutual Funds 117

Mutual Funds Funds Investing 117

Financial Times: Moral Money

FEBRUARY 23, 2023

While its founder plots US presidential run, ETF provider presses ahead with challenges to proxy advisers

Funds 101

Funds 101

Financial Times M&A

FEBRUARY 8, 2023

Pharmacy chain hopes deal for primary care centre operator will speed up push into other parts of US healthcare

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The Big Picture

FEBRUARY 15, 2023

Source: The Measure of a Plan The post U.S. Stock Market Returns Over Rolling 1/5/10/20 Year Periods appeared first on The Big Picture.

Returns 124

Returns Stock Market Stock Market 124

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

In general, people should strive to have an emergency fund that covers 3-6 months of living expenses. These funds should be held in a liquid account that can be easily accessed in case of a sudden emergency or unexpected expense. However, not all savings accounts are created equal. If you’re not earning much in interest on your cash you are losing purchasing power as prices continue to rise.

Funds 98

Funds Accounting Banks Taxes 98

A Wealth of Common Sense

FEBRUARY 17, 2023

As a staunch proponent of thinking and acting for the long-term as an investor, the following chart from Ben Laidler at eToro cuts deep: The average holding period for an individual stock in the U.S. is now just 10 months, down from 5 years back in the 1970s. The average mutual fund holding period is longer at two-and-a-half years but that still feels way too low for my taste.

Mutual Funds 145

Mutual Funds Funds Investors 145

The Reformed Broker

FEBRUARY 4, 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: Moral Money

FEBRUARY 8, 2023

Plus, what change at the Bank of Japan could mean for the climate

Banks 101

Banks 101

Financial Times M&A

FEBRUARY 24, 2023

Sheikh Jassim bin Hamad al-Thani comes from huge wealth and has vowed to bring success back to the club

Bidding 102

Bidding 102

The Big Picture

FEBRUARY 22, 2023

Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. I do a quarterly update for RWM clients that covers the economy, the markets, and our portfolios every three months.

Portfolios 124

Portfolios Investing 124

FMG

FEBRUARY 27, 2023

We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. From their intuitive design to the way they market their businesses, these examples are sure to wow you. Read on to learn more about each website and why we chose to include it on our list. 10 Examples of Female-Led Firms and Their Websites The eight firms below have continued to impress us with their lead-generation tactics, the unique niches that they cater to, and much more,

Prospects 98

Prospects Fee Structure Asset Management Education 98

A Wealth of Common Sense

FEBRUARY 21, 2023

Bloomberg asked investors from around the globe one of the most important questions in all of personal finance: How much is enough to retire comfortably? The results were a tad on the high side: The average number came in somewhere between $3 million and $5 million. One-third of respondents said $3 million while another third said it was closer to $5 million.

Financing 145

Financing Finance Investors 145

The Reformed Broker

FEBRUARY 1, 2023

Gavin Spitzner loved the wealth management industry and the industry loved him back. Gavin was the founder of Wealth Consulting Partners and he was one of the most well known and beloved voices in the business. He passed away on Monday according to his family after struggling with acute myeloid leukemia (AML) which he was diagnosed with in September.

Consulting 103

Consulting Consultants 103

Financial Times: Moral Money

FEBRUARY 24, 2023

Top 50 public companies pay out the majority of rewards for carbon emissions goals

Public Companies 98

Public Companies Companies 98

Financial Times M&A

FEBRUARY 27, 2023

Tobacco group targets vaping company after writing down investment in Juul

Companies 98

Companies Investing 98

The Big Picture

FEBRUARY 20, 2023

Very useful dashboard via the St. Louis Fed, which maintains the fabulous FRED database. With a clean and simple interface, it puts all of the key economic indicators the FOMC tracks — Real GDP Growth, Unemployment Rate, PCE Inflation, Core PCE Inflation, and the Federal Funds Rate — in one convenient location. The Macro Snapshot also dives deeper into three core aspects of the economy: 1.

Funds 122

Funds 122

Indigo Marketing Agency

FEBRUARY 7, 2023

Do your marketing strategies need a second look? It’s always a good idea to get a second opinion! Whether it’s for our health, our loved ones, or our career, getting more than one perspective can help us make more informed decisions. Doing research and gathering different opinions can give us more confidence in our choices and can often lead to better results.

Financial Services 98

Financial Services 98

A Wealth of Common Sense

FEBRUARY 7, 2023

One of my favorite things about financial media is the profiles of individual investors in the Wall Street Journal. I don’t know how they do it but somehow the Journal gets regular people to spill their guts about thoughts on the markets or how they’re positioning their portfolios. This week’s piece on the rise and fall of amateur investors didn’t disappoint.

Investing 145

Investing Portfolios Investors Financing 145

The Reformed Broker

FEBRUARY 1, 2023

Josh Brown breaks down Wednesday’s post-Fed market action from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.

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Financial Times: Moral Money

FEBRUARY 20, 2023

Champion of low-cost trackers warns against expecting superior returns from ESG funds and alternative strategies

Asset Management 98

Asset Management Assets Funds Returns 98

Financial Times M&A

FEBRUARY 26, 2023

Alison Harding-Jones, who runs M&A business in Europe, Middle East and Africa, to depart in March

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