A Wealth of Common Sense
APRIL 20, 2023
A reader asks: I manage my investment portfolio, largely with a very boring mix of three funds: U.S. index fund, international index fund and a total bond fund. Looking at the yield on my bond index fund, it looks like I may be able to get I better yield in a money market fund. Is there any reason to keep my bond allocation where it is rather than moving it into a money market fund?
The Reformed Broker
APRIL 15, 2023
I spent the week in Paris with the family and it was really an amazing trip. As you guys know I’m big on history and art and food and stuff so I had been looking forward to it for a long time. And the city did not disappoint. Other than the lack of ice cubes Some shots: The Hall of Mirrors at Versailles, which played host to some amazing moments in the history of the world.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
APRIL 19, 2023
Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point. No, the 60/40 mix of stocks and bonds is not dead; No, this is not the first time we had a regime of high inflation, transitory or otherwise.
Financial Times: Moral Money
APRIL 19, 2023
Nest and four other UK retirement funds will vote against the chair’s reappointment
A Wealth of Common Sense
APRIL 18, 2023
Whenever there is an extreme move in the economy or markets most people want a simple explanation. We want a single variable to explain what just happened. Interest rates rose because of X. We went into a recession because of Y. Stocks crashed because of Z. But when it comes to something as complicated as the economy or markets, it’s never just one variable.
A VC: Musings of a VC in NYC
APRIL 17, 2023
USV’s current thesis is: Enabling trusted brands that broaden access to knowledge, capital, and well-being by leveraging networks, platforms, and protocols. [link] That last word is powerful but unfortunately less understood than the other words in that sentence. Protocols have been around forever and are well-understood codes of conduct between people.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Financial Times: Moral Money
APRIL 20, 2023
Investors need to pushing clothing manufacturers to do more
A Wealth of Common Sense
APRIL 21, 2023
A reader asks: You talked about how baby boomers have so much money for a generation, and anecdotally so many financial plans that I run for our folks have them with way more than they need…they are diligent savers and investors. So we have all these boomers with excessive savings/investments that are unwilling to turn the switch to actually spend that money.
Financial Times M&A
APRIL 19, 2023
Swiss commodities trader says offer depends on engagement from Canadian miner’s board
The Big Picture
APRIL 17, 2023
I mentioned a few weeks ago how much better Europe ‘s return to office rate was doing versus ours : 90+% RTO, while the USA is ~60%. I cannot speak to Europe, but that U.S. number is an average across all regions, industries, age groups, etc. In some parts of the country, it is appreciably higher or lower; as you might imagine, it varies greatly.
Integrity Financial Planning
APRIL 18, 2023
If you are headed toward retirement soon, or you have just retired, you may find yourself wondering, “Is my nest egg enough?” It’s a common question and one that causes a lot of people a lot of reasonable anxiety. Because retirement finances are much more about prediction than they are about facts and assurances, it can be hard to feel confident that you will have enough to carry you through your entire retirement.
A Wealth of Common Sense
APRIL 16, 2023
It took some time but inflation is finally heading in the right direction. These are the last ten annualized inflation readings since the inflation rate peaked this past summer: June 9.06% July 8.52% Aug 8.26% Sept 8.20% Oct 7.75% Nov 7.11% Dec 6.45% Jan 6.41% Feb 6.04% March 4.98% Every single reading since we hit 9% has been lower than the previous level.
Financial Times M&A
APRIL 20, 2023
Plus, problems pile up for Germany’s most valuable fintech and fears circle San Francisco’s start-up scene
The Big Picture
APRIL 15, 2023
This week, we speak with Joseph Baratta , who since 2012, has served as Global Head of Private Equity at Blackstone – the world’s largest alternative asset manager, with $975 billion in assets under management. Baratta, who joined the firm in 1998, is also a member of the board of directors and serves on multiple management committees, as well as the firm’s investment committees.
Financial Times: Moral Money
APRIL 18, 2023
Chinese fund houses showed the least progress and improvement, the environmental organisation says
A Wealth of Common Sense
APRIL 17, 2023
Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for Haruki’s year-end letter to investors. On today’s show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss investing in Large-Cap and Mid-Cap US Equ.
Financial Times M&A
APRIL 20, 2023
Previous targets of Melrose’s ‘buy-improve-sell’ strategy have usually ended up as trade sales
The Big Picture
APRIL 18, 2023
My Two-for-Tuesday morning train WFH reads: • With the Odds on Their Side, They Still Couldn’t Beat the Market : In 2022, conditions were heavily in stock pickers’ favor, but most trailed the market. This year looks worse. ( New York Times ) • Scary economists and bad news : The news cycle has swung back to recession talk, even as inflation is coming down and unemployment is at a 50-year low.
Steve Sanduski
APRIL 18, 2023
Guest: Amit Dogra , President and COO of tru Independence. tru offers an open architecture platform that provides a full suite of services that advisors need to manage and grow their business effectively. In a Nutshell: In 2022, I crunched the numbers from Charles Schwab’s 2022 RIA Benchmarking Study and spotted an alarming trend: net organic revenue growth is almost non-existent in our industry.
Financial Times: Moral Money
APRIL 17, 2023
Also in today’s newsletter, hedging the risks linked to carbon offsets
Financial Times M&A
APRIL 17, 2023
Ecommerce group’s shares surge more than 40% after approach
The Big Picture
APRIL 15, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Make Something Wonderful : Steve Jobs in his own words ( Steve Jobs Archive ) • Inside Rupert Murdoch’s Succession Drama : With the $1.6 billion Dominion lawsuit threatening to hobble Fox News, the ink on his divorce to Jerry Hall still wet, and his broken engagement to Ann Lesley Smith even fresher, it’s been a chaotic 12 months for the 92-year-old conservative media baro
The Reformed Broker
APRIL 20, 2023
Final Trades: Gilead, Vertex, Wynn & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Financial Times: Moral Money
APRIL 16, 2023
European Union aims to define what counts as sustainable debt finance and bring in independent reviewers
Financial Times M&A
APRIL 18, 2023
UK asset manager makes approach as industry pressure to consolidate intensifies
The Big Picture
APRIL 19, 2023
My mid-week morning train WFH reads: • The Myth of the Broke Millennial : After a rough start, the generation is thriving. Why doesn’t it feel that way? ( The Atlantic ) • How 2022 Became a Record Year for US Income Taxes : An asset-price boom, a progressive tax code and inflation interacted to drive effective rates higher than ever. Now the process is working in reverse. ( Bloomberg ) • Tax season is getting longer.
The Reformed Broker
APRIL 18, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Goldman/Netflix Earnings – Stocks edge higher. ►Too Bearish – Has bearish equity positioning gone too far? ►Small Business Stress – “Only 1 in 4 small businesses think they could stay open for.
Million Dollar Round Table (MDRT)
APRIL 16, 2023
By Antoinette Tuscano At a certain level in your career, it’s often not a lack of skills holding you back from what you want to achieve but your mindset. Once you develop the mindset that takes you past self-imposed limitations, you’ll find ways to get the information and skills you need to reach your goals. In these favorite MDRT YouTube channel videos, MDRT members describe what mindsets took them to the next level of success. 5) Motivation gets you started, habit keeps you going Joshua S.
Financial Times M&A
APRIL 16, 2023
Pharmaceutical and biotech deals are rebounding after a dip last year
Integrity Financial Planning
APRIL 21, 2023
Retirement is a time to relax, reflect, and pursue personal interests that were set aside during one’s working years. Engaging in hobbies is a great way to stay active, learn new skills, and meet new people. For those entering retirement, there are many hobbies to consider that are both fulfilling and enjoyable. Gardening One popular hobby for retirees is gardening.
The Reformed Broker
APRIL 18, 2023
The ‘Investment Committee’ weigh in on the traditional 60/40 portfolio from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Financial Times: Moral Money
APRIL 21, 2023
Sovereign issuers plan ‘sustainability-linked bonds’ as a way of trying to woo ethical investors
Financial Times M&A
APRIL 18, 2023
French group extends acquisition spree using its pandemic profits to boost its business
XY Planning Network
APRIL 19, 2023
3 MIN READ Meet Jonathan Sprinkles. Best-selling author. TV personality. Coach. Father. No matter how he is described, Jonathan is known as “the guy” on the topic of connection. There’s one thing he really gets: the difference between what sells and what serves your clients. Jonathan's unique ability to inspire people to bring connection back to the center of their practice makes ‘professional connector’ seem like the most appropriate title.
Expert insights. Personalized for you.
145 
Let's personalize your content