A Wealth of Common Sense
APRIL 11, 2023
I don’t know if this is my finance brain at work or just hitting middle age but anytime I travel now there invariably comes a point where I pull up home listings in the area on Zillow to get a sense of the local housing market. My family was in Marco Island, FL last week for spring break so of course I had to do some channel checks on housing prices in the area: Two things stand out here: (1) There are tons of list.
The Big Picture
APRIL 12, 2023
U.S. Bureau of Labor Statistics: The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.1 percent in March on a seasonally-adjusted basis, after increasing 0.4 percent in February. Over the last 12 months, the all items index increased 5.0 percent before seasonal adjustment. ( April 2023 ) As much as I want to jump up and down about 0.1% seasonally adjusted (after a 0.4% prior month), the big number is not so big: 5.0% A 5 handle is a huge development, even with the core remaining sligh
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The Reformed Broker
APRIL 10, 2023
A must-attend event for every RIA owner and practitioner, featuring Michael Kitces, Josh Brown, and Penny Phillips. Register here to secure your spot Michael Kitces is known as every financial advisor’s favorite financial advisor, with Kitces.com serving nearly 3,000 members and his Nerd’s Eye View blog reaching more than 200,000 unique visitors monthly.
Financial Times M&A
APRIL 11, 2023
Mining group’s proposal comes a day after Teck chief described deal as a ‘non-starter’
A Wealth of Common Sense
APRIL 9, 2023
The stock market crashed more than 85% from 1929-1932 during The Great Depression. Millions saw their finances get decimated in that period but for most people it was from the economy getting crushed, not their portfolios. Back then the stock market was a place reserved only for the wealthy and bucket shop speculators. In fact, less than 1% of the population was even invested in the stock market heading into the great c.
The Big Picture
APRIL 10, 2023
Nonfarm payrolls came out Friday, and once again they impressed with their underlying strength: 236,000 new workers were added in March, with February NFP revised upward to 326,000, as the unemployment rate fell to 3.5%. But there remains nearly two job opening for each unemployed worker, and despite rising wages, lots of decent positions remain unfilled.
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Financial Times M&A
APRIL 8, 2023
Charlie Javice’s Frank had early high-profile backers before persuading the bank to pay $175mn
A Wealth of Common Sense
APRIL 13, 2023
A reader asks: I’m a 30 year old living in Brooklyn making $175/year. I’m currently maxing out my 401k, Roth IRA, and have roughly $45k in a taxable brokerage account. Via my company’s ESOP, my company’s stock has become 20% of my brokerage account even after selling a good chunk steadily over the past several years. This year I received an RSU grant that will begin vesting in 2023.
The Big Picture
APRIL 8, 2023
This week, we speak with Aswath Damodaran, who holds the Kerschner Family Chair in Finance Education at New York University’s Stern School of Business. A nine-time “Professor of the Year” winner at NYU, Damodaran teaches classes in corporate finance and valuation to MBA students. He has also written several books on corporate finance and equity valuation and has published widely in journals.
Integrity Financial Planning
APRIL 14, 2023
When you enter retirement, your first action may likely be to take advantage of the ability to do nothing. From your hammock swinging in the warm sun or cozy chair in front of the fireplace, you might be smiling, sipping your coffee, thinking, “I’m finally done with that nearly life-long daily grind.” But the bliss of doing nothing—absolutely nothing—may not last you very long.
Financial Times M&A
APRIL 14, 2023
UK vet medicine group confirms it is discussing a potential £4.
A Wealth of Common Sense
APRIL 10, 2023
Today’s Talk Your Book is brought to you by Innovator ETFs: On today’s show, we had Co-Founder and CEO Bruce Bond back on the show to give us an intro to Innovator’s latest fixed-income focused ETFs. On today’s show, we discuss: Differences between the barrier ETFs and the buffer ETFs The range of fixed-income barriers The fixed-income risk-reward tradeoff How fixed-income volatility affects incom.
The Big Picture
APRIL 13, 2023
Some encouraging news about people saving for retirement: A study by Vanguard Group found that “Automatic enrollment and the rise of target-date funds” are having a substantial and positive impact on retirement savers, in particular, on Millennials and Generation Z investors. They have seen a significant uptick in overall participation rate, which has increased from 62% in 2006 to 82% in 2021.
Financial Times: Moral Money
APRIL 10, 2023
Also in today’s newsletter, a dispatch from Swedish Lapland
Financial Times M&A
APRIL 13, 2023
The saga of Larry Ellison and Oracle shows that old-fashioned tactics can still work
A Wealth of Common Sense
APRIL 12, 2023
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts Top 10 Visuals for Prospect & Client Meetings On today’s show, we discuss: Stock pickers failed to take part in first-quarter rally Tech investing via Verdad Deposit outflows shine light on Fed program that pays money-market funds Why one firm’s 3,612% return is drawing the ire of hedge funds A historic labor market recovery Wages ma.
A VC: Musings of a VC in NYC
APRIL 10, 2023
I have watched so many leaders over the years in my various roles as lead investor, board member, board chair, investor, and advisor. And one thing I have learned from this front-row seat is that leading from the heart is very powerful. A leader can be the most brilliant product person, strategist, entrepreneur, and business builder, but if they cannot get people to follow them, trust them, and care for them, they will not be an effective leader.
Financial Times: Moral Money
APRIL 9, 2023
Shareholder groups say country-level disclosures could reveal risky strategies to avoid higher payments
Financial Times M&A
APRIL 13, 2023
Miner wants to spin off the business despite previously arguing holding on to it was better
Integrity Financial Planning
APRIL 11, 2023
In theory, the definitions of an investment or an expense are quite clear-cut. An expense, or cost, is simply the dispensing of time, money, or resources. An investment, while an expenditure, comes with the expectation of a return. [1][2] While the two ultimately have the same goal –to acquire a good or service—their intentions and outcomes differ. So, let’s discuss the main differences between an expense and an investment and why sometimes, the reasoning to back up each cost can make a di
Sara Grillo
APRIL 11, 2023
Here are some Excel models financial advisors can use to create your Chart of Accounts. Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. But first. For those of you who are new to my blog/podcast, hi! My name is Sara. I am a CFA® charterholder and I used to be a financial advisor.
The Reformed Broker
APRIL 14, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Liz Young, and Downtown Josh Brown discuss building a career in finance, cooling inflation, the stages of a recession, whether the VIX still matters, commercial real estate, the credit crunch, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
Financial Times M&A
APRIL 13, 2023
Japanese tech group says Taizo Son will buy venture capital arm for undisclosed sum
Million Dollar Round Table (MDRT)
APRIL 11, 2023
By Michael DePilla, MDRT in-language content strategist Small continuous improvements and trying ideas that have worked for other financial advisors can keep you moving toward greater success. Try these quick-hit ideas from around the world about referrals, scheduling your work week, prospecting and standing out. They may give you that extra boost forward in your profession. 1.
Financial Times: Moral Money
APRIL 9, 2023
Sisters of St Joseph of Peace accuse bank of trying to ‘minimise its role’ in providing cash to a company building oil pipelines
The Reformed Broker
APRIL 13, 2023
Final Trades: Biotech, Defense, Thermo Fisher & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Financial Times M&A
APRIL 12, 2023
Qualtrics eventually sold for $12.
Million Dollar Round Table (MDRT)
APRIL 9, 2023
By Susan Robertson As a financial advisor, you can learn the nitty gritty of every financial product in the book and memorize a plethora of scripts about referrals, and you will likely do well in your career. Yet, will you create a career that’s the best fit for you and achieve your most audacious goals? You might not. Instead, you may end up watching the innovators in your profession achieve what you wish you could.
A VC: Musings of a VC in NYC
APRIL 12, 2023
Six months ago, I wrote about Direct Air Carbon Capture and ended with this: I remember hearing that “we’ve spent hundreds of years taking carbon out of the ground and putting it into our atmosphere and we are going to spend hundreds of years taking carbon out of the atmosphere and putting it back into the ground”. I believe DAC will be a big part of how we do that.
Mainsail
APRIL 14, 2023
The post Webinar – Customer Health Scores: Why They Matter and How to Build Them appeared first on Mainsail.
Financial Times M&A
APRIL 11, 2023
Decision takes Wall Street by surprise after private equity firm lined up billions in financing to buy a 50% stake
Million Dollar Round Table (MDRT)
APRIL 13, 2023
By Matt Pais, MDRT Content Specialist Your clients may know what they want to achieve, but how strongly do they go after it? In his 2012 Top of the Table presentation “Life’s lessons lead to life’s questions,” 43-year MDRT member Walter F. Putnam, CFP, CLU , recommended uncovering the three biggest issues clients need to address before they can take action on their goals.
Serent Capital
APRIL 14, 2023
The post Serent-Backed Studio Designer Expands Industry Leading Offering for Interior Designers with Acquisition of DesignDocs appeared first on Serent Capital.
ModernAdvisor
APRIL 14, 2023
Commentary In Q1, US-based Silicon Valley Bank (SVB) and Signature Bank experienced bank runs as clients withdrew billions of dollars in deposits. Those were the 2nd and 3rd largest banks to fail in US history (neither were in the top 10 largest banks though). Then one of the largest Swiss banks, Credit Suisse, was forced to merge with UBS […] The post Q1 2023 Update appeared first on ModernAdvisor Blog.
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