A Wealth of Common Sense
JANUARY 19, 2023
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?
The Big Picture
JANUARY 19, 2023
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.
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The Reformed Broker
JANUARY 18, 2023
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.
Financial Times M&A
JANUARY 18, 2023
US shale pioneer will sell assets acquired in 2018 to Wildfire Energy for $1.
A Wealth of Common Sense
JANUARY 15, 2023
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.
The Big Picture
JANUARY 18, 2023
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.
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Financial Times M&A
JANUARY 20, 2023
The takeovers of Tiffany and Twitter reveal vast differences between the businessmen
A Wealth of Common Sense
JANUARY 17, 2023
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.
The Big Picture
JANUARY 20, 2023
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).
Financial Times: Moral Money
JANUARY 16, 2023
Plus, business schools bolster commitment to sustainability research
Financial Times M&A
JANUARY 20, 2023
New brands have been snapped up by multinationals but the market is increasingly crowded
A Wealth of Common Sense
JANUARY 20, 2023
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.
The Big Picture
JANUARY 16, 2023
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.
Tobias Financial
JANUARY 18, 2023
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.
Financial Times M&A
JANUARY 17, 2023
Distiller to potentially pay additional €178mn subject to performance
A Wealth of Common Sense
JANUARY 18, 2023
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.
The Big Picture
JANUARY 14, 2023
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.
Financial Times: Moral Money
JANUARY 19, 2023
Plus, a new push on ‘responsible remuneration’
Financial Times M&A
JANUARY 15, 2023
Business leaders prepare to meet in Davos as a third of the world economy is forecast to be in recession this year
A Wealth of Common Sense
JANUARY 16, 2023
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.
The Big Picture
JANUARY 16, 2023
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?
Financial Times: Moral Money
JANUARY 16, 2023
Norway’s oil fund expects business leaders to sharpen up their act on climate and executive pay
Financial Times M&A
JANUARY 14, 2023
Allegations of media favouritism and poor governance fly as stakes rise for billionaire Jaime Gilinski
The Reformed Broker
JANUARY 17, 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: ►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.
The Big Picture
JANUARY 14, 2023
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
Financial Times: Moral Money
JANUARY 15, 2023
Focusing on papers in prestigious journals may mean that other avenues of influence are overlooked
Financial Times M&A
JANUARY 18, 2023
Plus, DD pokes holes in Disney’s case for buying 20th Century Fox and Wall Street financiers go shopping in France
The Reformed Broker
JANUARY 18, 2023
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.
The Big Picture
JANUARY 15, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption, and policy failures: • Not so faux: How the ‘fake’ fur industry is secretly selling you real fur : Faux fur is a staple of the fashion industry. But what’s marketed as fake might actually be all too real. ( Grid ). • How Trump’s allies stoked Brazil Congress attack : The scenes in Brasilia looked eerily similar to events at the US Capitol on 6 January two years ago – and there are deeper connections as well. ( BBC ) see
Financial Times: Moral Money
JANUARY 15, 2023
Inside the race for a new era of clean energy
Financial Times M&A
JANUARY 14, 2023
Executives have funding and strategic need for M&A but few are confident to press ahead
The Reformed Broker
JANUARY 17, 2023
Final Trades: Nextera, Corning & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
The Big Picture
JANUARY 17, 2023
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
Financial Times: Moral Money
JANUARY 19, 2023
ValueAct founder launches campaign for changes at Bayer while claiming environmental aims
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