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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.
When I launched Private Equity Info in 2005, I sought to provide the Investment banking industry with a solution to generate targeted buyer lists for their clients' companies quickly. But, of course, the key word is "targeted." As an Investment Banker, I knew there was a better way to manage an M&A process and to identify the best opportunities from the thousands of potential acquirers.
I started A Wealth of Common Sense 10 years ago. Before ever hitting the publish button on my first piece, I created a list of topics and blog posts to write about. Based on that list I thought this blog might last 6 months max. I certainly didn’t think I would still be writing on a regular basis a decade later. And never in my wildest dreams did I think starting a blog would completely change my career trajectory a.
It was a wild and wonderful week in stock-land and we covered pretty much everything that happened across all the firm’s blogs and shows. We know you can get your news and insights about the market from anywhere, so we appreciate that so many of you turn to us for all the breakdowns and write-ups. If you haven’t been reading Nick, Ben and the rest of the gang lately, you’re missing some amazing stuff.
Do you want to continue working from home? Is it past time to return to the office? How much collaboration can you do remotely? How much screen time are you wasting in the office? This has become a contentious debate between senior management at large companies and their staffers; it is especially true for younger employees. As always, there are much broader factors driving this issue than what appears on the surface.
Do you want to continue working from home? Is it past time to return to the office? How much collaboration can you do remotely? How much screen time are you wasting in the office? This has become a contentious debate between senior management at large companies and their staffers; it is especially true for younger employees. As always, there are much broader factors driving this issue than what appears on the surface.
Here is a headline about what happens after a bull market: And here is a headline about what happens after a bear market: Both of these pieces were written by the Wall Street Journal’s Jason Zweig. The bull market piece about ARK came out a little more than a year ago not long after the fund had seen spectacular returns. The bear market piece about covered calls came out this past week after that strategy outperfo.
My end-of-week morning train WFH reads: • It’s a Richcession, Not a Recession. Most economic downturns hit lower-income Americans hardest, but this time is different. The stock market’s winners and losers will be different too. Here’s your investing playbook. ( Wall Street Journal ) • From Math Camp to Handcuffs: FTX’s Downfall Was an Arc of Brotherhood and Betrayal : Gary Wang and Sam Bankman-Fried are offering dueling accounts of the FTX fiasco and of who’s ultimately to blame. ( Bloomberg ) s
A reader asks: So I work in Tech at a company whose name ends in dot ai and there is all this talk of the AI bubble and how VCs have quickly moved from Crypto to AI, not to mention all the buzz around ChatGPT. Question is – can you have a bubble in a high rate / rising rate interest environment or do we need low rates / easing Fed as a precursor to any bubble?
The weekend is here! Pour yourself a mug of coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • How HBO’s creatives survived corporate chaos Authors Felix Gillette and John Koblin explain how your favorite shows kept HBO afloat. ( The Verge ) • What is ChatGPT and why does it matter? Here’s everything you need to know : This AI chatbot’s advanced conversational capabilities have created quite the buzz.
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss crypto in 2022 and what to look ahead for in 2023. On today’s show, we discuss: A sentiment check in Crypto How Bitcoin miners work 2022 headwinds for Bitcoin Value propositions of Bitcoin Transaction volume in Crypto Cyclicality within digital.
By Ryan Avery What do you think is the best question you’ll ever ask anyone? It’s “How did you get started?” This question is so powerful because it prompts people to tell their stories, and we connect through stories. You find that instant connection, and you say, “Oh, me too.” To continue to build that connection, develop some stories that you can share as well.
My back-to-work morning train WFH reads: • How State Street Has Used AI to Find ‘Hidden Gems’ Since 2018 : Natural-language processing used in stock picking: Bartolini Wanted something forward-looking, dynamic, he says of the ETF. ( Bloomberg ) • What Recession? Some Economists See Chances of a Growth Rebound. The Federal Reserve has raised rates rapidly.
First and foremost, this is not tax advice. I am not a tax advisor and you should never take anything you read here as tax advice. If you read something here that makes you think you should take some tax-related action, please always consult your tax advisor. With that disclosure out of the way, I would like to talk about 83b elections. An 83b election is a choice a taxpayer can make to pay the taxes in full at the time of the grant of an asset that vests over time and would otherwise be taxed a
By Mike Beirne, MDRT Round the Table editor At some point in their careers, advisors hit a slump. So how do you get out of this rut? An MDRT member shares what he did to rebound. Steven Yam Seng Yee, CIAM, ChFC, a 26-year MDRT member from Singapore, recalls a slump when he was only halfway toward requalifying for MDRT with two months left in the year.
My mid-week morning train WFH reads: • All Markets Are Uncertain : The Forecasters’ Hall of Fame Has Zero Members: In any given year, someone, simply due volume of forecasts, is “right”. I have yet to see anyone who can repeatedly, accurately forecast market outcomes. What we can say, with all certainty, looking backward, is that the S and P (and virtually every other market) has inexorably risen.
By Antoinette Tuscano, MDRT Content Specialist Don’t wait to evaluate your performance. Instead, start early in the year to think about how you can improve in the upcoming months to create a successful year. Here are a few ideas from MDRT members and other experts on how to keep getting better. 1) Review goals weekly Don’t wait until the end of the year to review your goals, because it could be too late by then, said 19-year MDRT member Ravi Pahlajrai Rajpal from Mumbai, India.
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Rudy Then and Rudy Now : None of his doofus mishaps endear him to his detractors. His toxicity levels are too high. When Giuliani was revealed as a mystery contestant on Fox’s The Masked Singer, one of the judges, Ken Jeong (Knocked Up, the Hangover movies), walked off the set in disgust.
This week, we speak with Rick Rieder , who is BlackRock ‘s chief investment officer of global fixed income, head of the fundamental fixed income business, and head of the global allocation investment team. He is responsible for some $2.4 trillion in assets. Before joining BlackRock in 2009, Rieder was president and chief executive officer of R3 Capital Partners.
Tobias Financial Advisors is pleased to announce that our COO Edgar Collado along with other Certified Exit Planning professionals came together to form the Fort Lauderdale Chapter of the Exit Planning Institute. The launch of the Chapter is on February 21, 2023, at The Tower Club Fort Lauderdale from 5:00 PM to 6:30 PM EST. The purpose of the Chapter is to create a space for local professional advisors to collaborate, educate themselves and build awareness to better prepare business owners for
` The Ritholtz Wealth Management crew is coming to Chicago! During the week of March 6th, we are seeing prospective clients and advisors in the Chicago area! Come chat with Josh Brown, Mike Batnick, Ben Carlson, Bill Sweet, Kris Venne, Tadas Viskanta, and three of our Chicago area advisors. Spots are limited, so if you want in, please contact us ASAP.
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