Sat.Jan 14, 2023 - Fri.Jan 20, 2023

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Is It Realistic to Have 100% of Your Portfolio in Stocks?

A Wealth of Common Sense

A reader asks: Is it crazy to be 100% in stocks from age 32 to sometime in my 50s for my retirement accounts? And another reader asks a similar question: I don’t get why people work a 30+ year career while investing in stocks only to glide path into a heavier bond allocation around retirement. Why not just stay 100% in stocks, benefit from share price appreciation and collect dividends for life?

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Future Proof 2023

The Big Picture

Last year, we hosted the first Future Proof conference , and it was. The reviews were fabulous: Morningstar , L.A. Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. Attendees from all over the country (and the world!) came to discuss the most important issues surrounding advising clients.

Companies 126
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Registration now OPEN for Future Proof 2023

The Reformed Broker

FUTURE PROOF FESTIVAL 2023 TICKET REGISTRATION IS NOW OPEN Join us September 10th-13th in Huntington Beach, CA! It’ll be the lowest rate you’ll ever pay to attend. Prices jump in 2 weeks. Use the link down below to register now. See you there[link] pic.twitter.com/BTO0RNivhJ — The Compound (@TheCompoundNews) January 18, 2023 Last September we threw the biggest wealth management festival (and proba.

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Chesapeake Energy offloads Texas oil acreage in pivot to natural gas

Financial Times M&A

US shale pioneer will sell assets acquired in 2018 to Wildfire Energy for $1.

Assets 109
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The Long-Term Wins

A Wealth of Common Sense

Some people might think it’s bizarre that turning the page on the calendar should matter to investors. Why do investment professionals care about the end of a month, quarter or year? These periods do seem arbitrary but the changing of the calendar from one year to the next offers a good chance for market nerds like myself to update some long-term market data.

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For Lower Inflation, Stop Raising Rates

The Big Picture

Last week, I discussed the December CPI print; it showed further evidence that inflation is coming down substantially. But I had to point out this was not because of the Fed, but despite their actions. If anything, they are making price increases worse. In particular, they are driving prices higher in the rental market. Today, the Producer Price Index and Consumer Retail Sales both showed the economy is decelerating and not on an inflation-adjusted basis.

Banks 124
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Will Andrew Forrest’s $6bn green bet pay off?

Financial Times: Moral Money

Plus, a legal test case for the sustainability-linked bond sector

Legal 102

More Trending

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5 Lessons From an Awful Year For Financial Markets

A Wealth of Common Sense

Most investors would probably like to move on and forget about 2022 when it comes to market performance. It was an all-time bad year for the markets. But there were some valuable lessons in the carnage. You learn more about yourself during a bear market than a bull market. This piece I wrote at Fortune delves into 5 lessons for investors from 2022. * Last year was one of the worst for financial markets in modern eco.

Investors 139
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Bull or Bear?

The Big Picture

There seems to be a debate going on today between economists and market technicians (!?) as to whether we are in a bull or bear market. I’ve defined markets in the past (see this) so those who want to delve deeper can. Regardless of where fall in the bull/bear spectrum – I have been constructive here – allow me to point out some bullish items you may have overlooked (I’ll discuss bearish concerns next week).

Banks 118
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Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation

Tobias Financial

Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education to help our clients achieve their financial goals. Tobias Financial Advisors is proud that our team members constantly strive to grow and expand their knowledge.

Taxes 98
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From Don Papa to Casamigos: founders toast payday from spirits start-up boom

Financial Times M&A

New brands have been snapped up by multinationals but the market is increasingly crowded

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Why Invest in Stocks When Bond Yields Are Higher?

A Wealth of Common Sense

In the fall of 1981 the yield on 30 year U.S. Treasury bonds hit 15%. Fifteen percent! For 30 years! One million dollars invested at that time would have been paying out $150,000 a year in interest for 3 decades.1 Can you imagine how much demand there would be for bonds yielding 15% for that long today? The funny thing is when bond yields hit these levels in 1981 no one wanted to buy them.

Investing 118
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Most Valuable Brands, 2000–2022

The Big Picture

Visual Capitalist : How much money is a brand truly worth? For some companies, a brand is something that helps slightly boost customer engagement and sales. But for others, including some of the largest companies in the world, a strong brand is one of their most valuable assets. The post Most Valuable Brands, 2000–2022 appeared first on The Big Picture.

Assets 110
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Boards behaving badly should watch out

Financial Times: Moral Money

Norway’s oil fund expects business leaders to sharpen up their act on climate and executive pay

Funds 98
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Diageo buys Don Papa rum brand for initial €260mn

Financial Times M&A

Distiller to potentially pay additional €178mn subject to performance

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Animal Spirits: Is a Soft Landing Inflationary?

A Wealth of Common Sense

Today’s Animal Spirits is brought to you by American Century Investments: See here for more information on American Centuries Short Duration Strategic Income ETF On today’s show, we discuss: BlackRock vs. Goldman in the fight over 60/40 2023 was a record year for US dividends Neil Dutta and Conor Sen on the chances of a US soft landing New York manufacturing activity plunges to lowest since May 2020 Egg prices hav.

Investing 100
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MiB: Jennifer Grancio, Engine No. 1

The Big Picture

This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. 1. Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. 1, she founded an advisory firm where she worked closely with CEOs to accelerate growth. She also served as a founding member of BlackRock’s iShares business, where she helped drive the development of the global ETF industry and iShares’ leadership role within it.

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“A Hurricane is Coming”

The Reformed Broker

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: ►Earnings – “Expect an in-line 4Q, but it’s earnings recession ex-Energy” ►Jamie Dimon’s Hurricane – “The U.S. economy currently remains strong with consumers still spending excess.

Finance 98
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Top global companies write down billions as deals make way for gloom

Financial Times M&A

Business leaders prepare to meet in Davos as a third of the world economy is forecast to be in recession this year

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Talk Your Book: Investing in Fallen Angels

A Wealth of Common Sense

On today’s show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck See here for more information and FAQs on the Fallen Angel ETF On today’s show, we discuss: How the fallen angel idea came about How the risk of default calculations work What happens to a bond when it transitions from investment grade to high yield and vice versa High yield vs the S&P 500 Rising stars v.

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10 Monday AM Reads

The Big Picture

Happy MLK day ! Markets are closed, but the flow never stops. Contextualize the news with our 3-day weekend reads: • The Disappearance of the Hit-Driven Business Model : As the industry changes, where do creative producers fit in? How do we make a living and provide services for the subscriber-driven companies? How do we get paid a sustainable salary, while also having healthcare and supporting the overhead of our work, which often comes out of our own pocket?

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Clips From Today’s Closing Bell

The Reformed Broker

Netflix is one of the biggest bouncers in the entire market, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.

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Colombia’s $20bn takeover battle turns ugly after year-long fight

Financial Times M&A

Allegations of media favouritism and poor governance fly as stakes rise for billionaire Jaime Gilinski

Stakes 98
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Hacks for reaching goals, managing mornings and asking for referrals

Million Dollar Round Table (MDRT)

By Michael DePilla, MDRT in-language content strategist Success is often achieved in small, consistent steps. MDRT members share their tips and hacks that make life and work easier for them. Small steps A key to reaching your goals is to measure your achievements. The shorter these measurements are, the easier it will be to track your productivity and, in turn, the easier it will be to correct what is not turning out as you had planned.

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of Volcanica coffee , grab a seat by the fire, and get ready for our longer-form weekend reads: • A Chicago Attorney Is Getting Justice For Hundreds Of Wrongfully Convicted People All At Once : Josh Tepfer has helped exonerate 288 people, many of whom were convicted based on patterns of misconduct by corrupt police or officials. ( Buzzfeed ). • The Great Forgetting: Earth is losing its memory : A stratum of amnesia in the geological record, where overlyi

Companies 109
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Clips From Today’s Halftime Report

The Reformed Broker

Final Trades: Nextera, Corning & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Mind the Gap, Goldman

Financial Times M&A

Plus, DD pokes holes in Disney’s case for buying 20th Century Fox and Wall Street financiers go shopping in France

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Trust hangs in the balance as Davos 2023 kicks off

Financial Times: Moral Money

Plus, business schools bolster commitment to sustainability research

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10 Tuesday AM Reads

The Big Picture

My Two-for-Tuesday morning train WFH reads: • Are Declining Interest Rates Responsible for Stock Growth? While declining interest rates have been responsible for stock growth (at least at the extremes), interest rate changes don’t always determine our investment destiny. What does though? Fundamentals: ( Of Dollars And Data ) see also The Long-Term Wins : These periods do seem arbitrary but the changing of the calendar from one year to the next offers a good chance for market nerds like myself

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Fat Privilege

The Reformed Broker

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Doug Boneparth, Phil Huber, and Downtown Josh Brown discuss discuss alts, bonds over stocks, the probability of a recession, ETF flows, Schwab’s double downgrade, why Bill Ackman cares about Sam Bankman-Fried, Einhorn’s turnaround, who’s going to buy WWE, rising interest rates, and much more!

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Pharma and biotech seek cure for industry deal slump

Financial Times M&A

Executives have funding and strategic need for M&A but few are confident to press ahead

Funds 96
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Why You Should Consider Helping with Your Family’s College Expenses

Integrity Financial Planning

Often people focus on the direct employment benefits of a college education. They want their children and grandchildren to go to college so they can get better jobs. They want their children and grandchildren to learn the exact skills they will need so they can get that job. But a college education provides so much more to a student than specific workplace knowledge.

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Norway’s oil fund sends a warning shot to ESG laggards

Financial Times: Moral Money

Plus, a new push on ‘responsible remuneration’

Funds 91
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Ideas for starting the new year strong

Million Dollar Round Table (MDRT)

By Bryce Sanders I have always loved the beginning of the new production year because it means I’m not behind! With a clean slate, the firm’s top producers and I are both at the same starting point. It won’t stay that way though. Here are a few ideas on how to start the new year by putting some numbers on the table: Talk with clients about New Year’s resolutions.

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Twitter confronts its ‘un-due diligence-able debt’

Financial Times M&A

Plus, Vladimir Putin meddles in foreign banks’ attempts to leave Russia and ‘meme-stock king’ Ryan Cohen takes on Alibaba

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Be the Financial Compass for Future Generations

Integrity Financial Planning

Building towards retirement, you have made many financial decisions. Perhaps you maxed out your credit card on clothes in your early 20s or chose the wrong payment plan for your car loan or home mortgage. Regardless, you’ve navigated many financial obstacles and gained wisdom that can now be passed on to your kids and grandchildren. Although money can be a difficult topic to discuss, sharing this wisdom can help future generations make better-informed financial decisions.

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Fusion power: how close are we? | FT Film

Financial Times: Moral Money

Inside the race for a new era of clean energy

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