This is going to be BIG.

NOVEMBER 28, 2021

After 80 long days in the NICU, my 10 week early daughter Mirren has finally come home. We’re overjoyed and we’ve begun the task of learning how to manage all the logistics of her care—while somehow doing the bare minimum of that for ourselves. We both showered in the last 24 hours, which is a major moral victory for the team. TFW you’re small and slippery and you realize your parents have no idea how to give you a bath.

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A VC: Musings of a VC in NYC

NOVEMBER 15, 2021

We have been seeing quite a few seed rounds getting done in and around $100mm post-money and that concerns me for a few reasons: Seed stage is when a company has a good team, a good idea, but has not yet proven product market fit and a go to market model, and has not yet demonstrated a sustainable business model. These investments have a high failure rate.

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Dear Mr. Market

NOVEMBER 23, 2021

Dear Mr. Market: When it comes to the stock market it’s easy to see the road we just traveled; what’s more difficult is trying to assess and figure out where we’re going. In last quarter’s newsletter from My Portfolio Guide, LLC we put out a fairly bold prediction of the S&P 500 hitting 5,000 and the Dow Jones reaching 40,000 within the next year.

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Advisor Rankings

NOVEMBER 21, 2021

Google would like all of us to become a publisher – or at least to “think like a publisher.” Many financial firms are embracing this concept, planning and writing content at an unprecedented pace. But what does it really mean to “think like a publisher?” Magazine and newspaper publishers—online and off—are responsible for the bottom line.

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Fortune Financial

NOVEMBER 17, 2021

Inflation is affecting businesses and individuals worldwide and it’s not going anywhere anytime soon. The pandemic has forced factories in parts of Asia to shut down, along with trucking and staffing shortages at ports is slowing the U.S. port facility operations. Due to this, inflation has become part of daily conversations causing investors to consider alternative investments outside of the stock market.

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Indigo Marketing Agency

NOVEMBER 17, 2021

If you’re a financial advisor, you’ve likely had these questions go through your mind at some point in your career, “How do I position myself as an expert in the field?” and “How do I stay top-of-mind so I’m the first call when someone realizes they need a financial professional?” The answer to both is strategic marketing. And financial advisor blog posts are an integral part of marketing strategically.

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A VC: Musings of a VC in NYC

NOVEMBER 17, 2021

Are you a New Yorker doing something amazing and could use $200,000 to support your work? If so, you should apply for a David Prize. I have written about this program before so you might remember. But for those who haven’t heard about it, here’s the deal: Here are the most recent cohort of David Prize winners : ? Cesar Vargas : Fighting for immigrants in the armed forces and their right to stay in the U.S. ?

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Zajac Group

NOVEMBER 9, 2021

When it comes to charitable giving, there are many different options, from dropping a dollar in the collection plate at church to starting a private foundation. While an anonymous greenback in the offering plate might not generate the paperwork necessary to realize any tax benefits and starting a private foundation might seem daunting, a Donor-Advised Fund could be a great option for philanthropic investors.

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Advisor Rankings

NOVEMBER 1, 2021

The addition of Financial Calculators to an advisor’s website is a common consideration during the design process. The tools are well known, readily available, and are a regular offering on many finance-related websites. The downside – professional calculators can be an expensive add-on. Are they worth it? Case Study A client who was offering Calculators asked that same question.

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Fortune Financial

NOVEMBER 4, 2021

As our identities and personal information become more regularly available on the internet, our risk of having our identities stolen increases. According to the Insurance Information Institute , there were 4.8 million identity theft and fraud reports received by the FTC in 2020, up 45% from 3.3 million in 2019. From an organizational standpoint, the number was equally as shocking, with a new company experiencing identity theft every 14 seconds. .

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Indigo Marketing Agency

NOVEMBER 16, 2021

Many times advisors ask me, “What should I blog about?” or “What should I talk about in my marketing?” So, today I want to share an example of a great financial advisor blog post that was both really successful and really memorable. Plus, I’ll show you how you can replicate its success for your own financial advisor blog. Watch this two-minute video or keep reading to learn more.

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Tucker Advisors

NOVEMBER 3, 2021

How Retirees Can Outpace Inflation. By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. As October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest rates, but would gradually begin decreasing the bond-buying program they had enacted in order keep credit rates low.

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A VC: Musings of a VC in NYC

NOVEMBER 9, 2021

A number of friends have been asking us how to buy crypto assets. This is not the first time we’ve gotten this question and it won’t be the last. When I first started getting this question, my answer was “open a Coinbase account and buy Bitcoin.” Then there was a period when my answer was “open a Coinbase account and buy Bitcoin and Ethereum.” Today, my answer is “open a Coinbase account and buy a diverse set of crypto assets.” A diverse set of cry

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ClearMoney

NOVEMBER 23, 2021

The following is provided by Dimensional Fund Advisors.

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Hellman & Friedman LLC

NOVEMBER 22, 2021

WATERTOWN, Mass. athenahealth, Inc. (“athenahealth” or “the Company”), a leading provider of cloud-based enterprise software solutions for medical groups and health systems nationwide, today announced it has entered into a definitive agreement to be jointly acquired by affiliates of Bain Capital and Hellman & Friedman for $17 billion. The purchase from Veritas Capital and Evergreen Coast Capital affirms athenahealth’s position as the largest and most innovative provider of cloud-based electr

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H.I.G. Growth Partners

NOVEMBER 2, 2021

Scott Hilleboe shilleboe@HIGgrowth.com H.I.G. Growth Partners One Sansome Street 37th Floor San Francisco, CA 94104 P 415.439.5500 F 415.439.5525 www.HIGgrowth.com SAN FRANCISCO – November 2, 2021 – H.I.G. Growth Partners (“H.I.G. Growth”), the dedicated growth capital investment affiliate of H.I.G. Capital, is pleased to announce that is has participated in a $202 million Series D funding round for Everlaw (the “Company”), a cloud-native investigation and litigation platform.

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Indigo Marketing Agency

NOVEMBER 3, 2021

This has been our best year yet at Indigo Marketing Agency, with more marketing tips for financial advisors than ever before. Take a moment to review our top 10 blog posts of 2021! 10. How to Create a Provocative Value Proposition (Webinar). Your value proposition is THE keystone of your marketing strategy. It tells prospects how you’re different, why they should choose you over other advisors, and how their lives will be transformed by working with you.

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This is going to be BIG.

NOVEMBER 21, 2021

A few years ago, I was a member of a co-working space. The community norms and values of the space had been carefully nurtured by the three people that started it. Generosity and appreciation was encouraged and everyone knew it was important not to do anything that infringed upon anyone else’s enjoyment of the workplace. Over time, some members moved away, while others moved in.

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A VC: Musings of a VC in NYC

NOVEMBER 24, 2021

I remember about fifteen years ago, a well-known VC said to me “you need to sell a company within a few years of the founder leaving. Companies can’t sustain their innovation after a founder leaves.” I told that VC that my experience has been different on that measure and that I did not agree. I have seen leadership teams take over great businesses from founders and get them to the next level.

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ClearMoney

NOVEMBER 4, 2021

The following is provided by Dimensional Fund Advisors. Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Some see its outsize historical premium, 9.1% per year in the US,3 as validation for investing in momentum-focused strategies. Others point to the extreme turnover and occasional catastrophic outcomes4 for the premium as insurmountable hurdles to real-world implementation.

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Hellman & Friedman LLC

NOVEMBER 10, 2021

London & Munich Acceptance rate at the end of the initial acceptance period of takeover offer by Zorro Bidco at approximately 82 percent Zorro Bidco announces delisting offer for zooplus at a cash consideration of EUR 480 per zooplus share zooplus and Zorro Bidco believe that a delisting will support the company’s focus on longer term objectives Hellman & Friedman LLC (“Hellman & Friedman” or “H&F”) and the EQT IX fund (“EQT Private Equity”) today announced the result of the vol

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A VC: Musings of a VC in NYC

NOVEMBER 22, 2021

We own a fair number of NFTs that I have collected since 2017 when I was buying Rare Pepes and CryptoKitties. We have accumulated a nice collection of Top Shots and a bunch of other NFTs as well. But I don’t want to sell our NFTs. We also don’t like to sell the art we have collected over the years. We also don’t like to sell the crypto assets we hold.

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A VC: Musings of a VC in NYC

NOVEMBER 1, 2021

I’ve been hearing the term Metaverse for at least twenty years and I have always struggled with it. As I told my colleagues last week “I like the real world, I don’t want to live in a video game.” My colleagues explained to me that I am thinking about it incorrectly. They said that as digitally mediated experiences have become a more important part of our everyday lives, we are already living in the metaverse.

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A VC: Musings of a VC in NYC

NOVEMBER 29, 2021

Like many did, we spent much of this weekend watching Peter Jackson’s wonderful documentary of the Beatles making Let It Be, titled Get Back. I enjoyed so much of the film, particularly the music, but the big thing I took away is the power of real partnerships. While this was the Beatles last recording session, what you see in the film are four partners working together creatively and wonderfully.

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A VC: Musings of a VC in NYC

NOVEMBER 25, 2021

Like most holidays we celebrate, the essence of the Thanksgiving holiday hides underneath our celebration of it. Ask anyone about Thanksgiving, and you will hear about turkey, stuffing, a big meal, family, and maybe football. I’m fine with all of that, particularly the stuffing and family parts. But the thing that I like most about Thanksgiving is the idea that this is a time of year to give thanks.

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A VC: Musings of a VC in NYC

NOVEMBER 7, 2021

We have been coming to Paris regularly for about 15 years and back in 2008, I started using the Velib bike share system and wrote about it here. A lot has changed in a decade and a half when it comes to biking in Paris. There are more bikes, more bike lanes, and more bikers. Velib is still a big piece of the Paris bike scene and they have a ton of pedal assist e-bikes in the system now.

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A VC: Musings of a VC in NYC

NOVEMBER 4, 2021

On Tuesday night the Gotham Gal and I boarded an overnight flight at JFK and arrived in Paris on Wednesday morning. That sounds like a normal thing to do and it is something we have been doing together since we met forty years ago. But we have not done any international travel since November of 2019 due to the Covid pandemic. So for us, it is quite a thrill to be traveling again.

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Indigo Marketing Agency

NOVEMBER 3, 2021

At Indigo Marketing Agency, we got together as a team, identified our favorite financial advisor clients, and picked apart some of the characteristics they share. Whether you’re a new client of ours or are thinking about partnering with us, you may be wondering if you’re a good fit for our services. In this two-minute video, I walk you through the four characteristics we look for in a new client.

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