A Wealth of Common Sense
JANUARY 31, 2023
It’s not difficult to find a bearish perspective during a bear market. The bad stuff gets amplified and feels much worse when investors are losing money. Although stocks have rallied this year we’re still well below the highs and remain in an economic environment that is increasingly hard to handicap. Nassim Taleb has never been shy about voicing his bearish prognostications.
The Reformed Broker
FEBRUARY 1, 2023
Now listen up and listen good. Last May 4th, Fed Chairman Jay Powell told a press conference that “A 75 basis point increase is not something that the committee is actively considering.” Five weeks later, the Fed hiked rates by 75 basis points. Then he did another 75 basis points, then another 75 basis points, then another 75 basis points.
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The Big Picture
FEBRUARY 2, 2023
There is a fascinating long-form article in the Washington Post about the murder of an investigative reporter who was looking into a Ponzi scheme in Las Vegas last year. 1 It’s a riveting and terrible story, and the Post focused on the highlights: Lost monies, Mormons, FBI investigations, guns, and murder. I read this as I was putting together my deck on how not to get ripped off by investment fraud , This led me to focus on a slightly different aspect of this grim tale: “Authorities had l
Financial Times M&A
JANUARY 29, 2023
Investors question acquisition of cancer testing group that has also angered EU regulators
A Wealth of Common Sense
JANUARY 29, 2023
Each year Aswath Damodaran at NYU kindly updates the annual returns for stocks (S&P 500), bonds (10 year Treasuries) and cash (3-month T-bills) going back to 1928. I love this data because stocks, bonds and cash are the building blocks of asset allocation.1 Sure, you can add other asset classes and strategies but those three are where most investors should start when it comes to figuring out your portfolio mix.
A VC: Musings of a VC in NYC
JANUARY 31, 2023
I’ve never done a cleanse. But many of my friends and family members have done them. There are various flavors of cleanses but the basic idea is you cut back your consumption of food and drink and replace it with mostly liquid nutrition for anywhere from a day to a month. I believe the most common lengths are in and around one week. As I understand it, the theory behind the cleanse is it helps your body eliminate all sorts of toxins that build up over time from a poor diet and other unheal
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The Reformed Broker
FEBRUARY 1, 2023
Gavin Spitzner loved the wealth management industry and the industry loved him back. Gavin was the founder of Wealth Consulting Partners and he was one of the most well known and beloved voices in the business. He passed away on Monday according to his family after struggling with acute myeloid leukemia (AML) which he was diagnosed with in September.
A Wealth of Common Sense
FEBRUARY 2, 2023
A reader asks: Without getting into the politics of throwing the U.S. government into default the threat is very real. How bout a discussion of how should retirees position themselves to protect their portfolio? Us old guys don’t have years to recover from a political sabotage of the markets and the economy. You know old folks read and listen to your stuff too!
Million Dollar Round Table (MDRT)
FEBRUARY 2, 2023
By Patrick McGowan, MBA Being on video and watching videos is today’s business norm. A recent survey showed 76% of consumers watched a video before making a purchase. Social media influencers promote products and services and share self-improvement ideas through video-based storytelling. You log in to video meetings daily with prospects and customers.
The Big Picture
FEBRUARY 2, 2023
My morning train WFH reads: • How Extreme Bets Fueled an $11.4 Billion Fortune : A look inside BlueCrest reveals Michael Platt’s many acts — including outsize returns and some harrowing losses. ( Bloomberg ) • Stock, Bond and Crypto Investors Call Fed’s Bluff on Interest Rates : Many are skeptical as central bank says battle against inflation isn’t over. ( Wall Street Journal ) see also Wall Street: We Want Lower Rates.
The Reformed Broker
JANUARY 28, 2023
We had a great time learning from Nathan Vardi this week. Nathan is the author of the new book For Blood and Money, which documents the story behind the biggest winners the stock market has ever. It’s also the story of some very interesting characters who were involved, including the hedge fund manager Joe Edelman, who is the best performing hedge fund manager from 1999 to 2020.
A Wealth of Common Sense
JANUARY 30, 2023
Today’s show is brought to you by Teucrium We had Sal Gilbertie, CEO of Teucrium on the show to get an update on global commodity markets and a rundown on Teucrium’s latest fund. On today’s show, we discuss: What is going on with Oil & Gas Thoughts on if inflation peaked or not Supply and demand within agriculture An update on grain exports from Ukraine Teucriums machine learning L/S fund How China affects.
Financial Times: Moral Money
FEBRUARY 3, 2023
Plus, asset owners to expand emissions disclosure
Financial Times M&A
JANUARY 31, 2023
Division of sports car group planning electric SUVs will list on Nasdaq this year
The Reformed Broker
JANUARY 28, 2023
Somehow, incredibly, January is already pretty much in the books. That’s how fast 2023 is going. We got through the first wave of Q4 earnings reports from the likes of Intel, IBM, Microsoft, Netflix, the banks, Visa and American Express – so far, not terrible. Some bad reactions but some genuinely good ones. Just adds to the existing confusion.
A Wealth of Common Sense
FEBRUARY 3, 2023
A few weeks ago we were at my kid’s favorite playground and I noticed something about all of the other parents there — they were all playing with their kids. All of the other millennial parents were chasing around their kids, making sure they didn’t fall and hurt themselves or just generally keeping them entertained. This seems like a new-ish development.
Financial Times: Moral Money
FEBRUARY 1, 2023
Plus, how western companies in Myanmar stay out of human rights debates
Financial Times M&A
JANUARY 31, 2023
Both sides feel bitter they may have given up too much for a new ‘equal’ relationship
The Reformed Broker
FEBRUARY 1, 2023
Josh Brown breaks down Wednesday’s post-Fed market action from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
Integrity Financial Planning
FEBRUARY 3, 2023
It’s officially 2023, and the travel restrictions brought on by 2020’s global pandemic are now a thing of the past. Families and individuals across the globe are again dipping their toes into the world of travel. If you’re due for a vacation but are looking to avoid breaking the bank or lingering in big tourist crowds, these bargain destinations may be for you.
Financial Times: Moral Money
FEBRUARY 1, 2023
This award-winning FT series calculates the carbon costs and savings of individual lifestyle decisions
Financial Times M&A
FEBRUARY 2, 2023
Plus, Kim Kardashian keeps her private equity targets under wraps and DD digs into bankers’ new secret weapon
The Reformed Broker
FEBRUARY 3, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jason Hsu, and Downtown Josh Brown discuss the latest FOMC meeting, the Chinese market, hard vs soft data, the housing market, earnings for Apple, Amazon, and Google, the Adani rout, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
Integrity Financial Planning
JANUARY 29, 2023
If you forgot what compounding interest was, let’s refresh. Compounding interest is the process by which the interest earned on an investment is reinvested so that the initial investment grows over time. It may not seem like it, but compounding returns is a powerful tool that can significantly increase the value of an investment over the long term, making it an important concept to understand when planning for retirement.
The Big Picture
FEBRUARY 1, 2023
We are hiring! We are looking for client service associates who can help us continue to grow. We offer fantastic perks and benefits such as: Great company culture We embrace diversity and inclusion Remote/Work from home Comprehensive Benefits package 401k with match Generous time off Paid Parental Leave Support for Community Volunteering Exclusive employee discounts, special offers, and tickets to top attractions, theme parks etc.
Financial Times M&A
JANUARY 30, 2023
Agreement aims to close bitter chapter following arrest of former boss Carlos Ghosn in 2018
The Reformed Broker
FEBRUARY 2, 2023
Final Trades: Uber, Palo Alto, Albemarle & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Elevating Your Business
FEBRUARY 2, 2023
65. Productize Your Services It's easier to sell a product you can see, right? Start by productizing your services. It's not consulting or coaching. it's a program called Book MORE Clients. Include images of the thin books (vs. promoting an ebook or report) and images of CD (for all the different video trainings involved), etc. The post 251 Small Business Marketing Tips in a Bad Economy appeared first on Female Financial Advisor Coach.
Million Dollar Round Table (MDRT)
JANUARY 29, 2023
By Kennedy Sumarlie, CFP Most of the time, retirement plans and children’s education fund-related products require long-term discipline and consistent financial commitment. This feels challenging for some clients. When I encounter a client who may be hesitant about long-term planning, I often use simple explanations. I avoid insurance jargon so it’s easier for people without an insurance background to understand.
Financial Times M&A
FEBRUARY 1, 2023
Possible deal could unlock stalemate over debt-laden company’s future
The Reformed Broker
JANUARY 31, 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: â–ºS&P Reshuffles – “Growth and value indexes run by S&P Dow Jones Indices saw record turnover, with almost a third of their market capitalization affected” â–ºTop 10 Stocks – “A remind.
Integrity Financial Planning
FEBRUARY 3, 2023
With the new year in full swing, tax season is just around the corner. Filing federal income taxes can be a long and complicated process, and mistakes are bound to happen here and there. As many of us know, these small mistakes can cost you big in tax returns and penalties. That’s why it never hurts to brush up on the basics involved with filing your taxes.
Indigo Marketing Agency
FEBRUARY 2, 2023
Last month, Indigo’s very own Digital Marketing Consultant, Katie Cress, was asked to speak at the Heath Walters’ Financial Innovation Summit in Tampa, Florida. With over 18 years of sales and marketing experience, Katie was able to share her industry knowledge with financial advisors looking to leverage their marketing and grow their businesses. For those who couldn’t make it to the conference, we thought we’d share Katie’s biggest takeaways here.
Financial Times M&A
JANUARY 31, 2023
UAE’s biggest lender could yet revive the deal and its interest might flush out other suitors
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