A Wealth of Common Sense
APRIL 27, 2023
A reader asks: I just read Nick’s latest and I’m feeling a bit ashamed. Nick is awesome and Just Keep Buying is my investment motto. I’m 34, my wife is 28 and, not to brag, we make ~$590k a year with a net worth of ~$1.2 million. We max out our 401ks and take the employer match (~$55k / year) and we also save between $20k-$40k, if not more. Our savings rate in my monthly budget is about 24%.
Indigo Marketing Agency
APRIL 28, 2023
Your LinkedIn headline is a 120-character “hook” that appears right under your name on your profile and in search results. Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. Your headline is your opportunity to capture interest and invite users to learn more about you. You may not realize that headlines show up along with your name during an active search, meaning that as I type into the LinkedIn search bar, profiles and their corresponding headli
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Mr. Money Mustache
APRIL 27, 2023
This is Midjourney AI’s imagined version of my new car. I’ll update this picture once I take delivery and head out on my first real camping trip! As I type this, I’m jumping through the various hoops involved in buying a 2023 Tesla Model Y, a spectacularly expensive, large luxury “crossover” that is absolutely loaded to the gills with excess: all wheel drive, faster acceleration than a Lamborghini, enough space for seven people and enough computer gadgetry to function as a small Goog
The Big Picture
APRIL 23, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • My High-Flying Life as a Corporate Spy Who Lied His Way to the Top : I was just looking to make rent when I stumbled into a part-time gig stealing secrets from Wall Street elite. I made millions once I realized how desperate we humans are for someone who will actually listen. ( Narratively ) • How a Brazen Plot to Rig Oil Auctions Cost Venezuela Billions : America’s best-known lawyer, a couple of fraudste
A Wealth of Common Sense
APRIL 25, 2023
According to the National Association of Realtors, the median price of a house in the United States is worth $190,000 more than it was a decade ago. If you’ve owned a house for more than 3 years or so, you’re likely sitting on some nice gains. Those gains were not evenly distributed but across the various income levels, homeowners have made a good chunk of change: The pandemic-related housing gains are unlike.
The Reformed Broker
APRIL 28, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Brian Shannon and Downtown Josh Brown discuss olume-Weighted Average Price (VWAP), trading strategies, technical analysis, tech earnings, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else!
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
The Big Picture
APRIL 27, 2023
I have been putting together my Q2 quarterly client call, and impatiently waiting for two last data points to show: State Coincident Indicators and Q1 GDP. Together they paint a fascinating picture of an economy robust enough to withstand the fastest set of rate increases in history, but also one that is showing signs of slowing. ( Crosscurrents of these types are not uncommon in a world that is rife with shades of grey… ) GDP for the first quarter of 2023 was 1.1% – lower than Wall Street
A Wealth of Common Sense
APRIL 23, 2023
Last year the Nasdaq Composite was down more than 32%. This year the Nasdaq is up nearly 16%. Last year the S&P 500 was down 18%. This year the S&P 500 is up more than 8%. Last year the Nasdaq experienced 46 down days of 2% or worse, including 18 trading days of down 3% or worse. There were also 40 days with positive returns of 2% or better, including 16 daily gains of 3% or more.
The Reformed Broker
APRIL 24, 2023
I pay close attention to the language business leaders and economists use and pick up on shifts as they happen. By shift, I mean that very often you will see a word or phrase creep into the commentary of several people at the same time, almost as if they are all reading from the same pre-approved script. It’s not a conspiracy. This happens because we are social animals and all take take our cues from one another, ev.
Walkner Condon Financial Advisors
APRIL 27, 2023
In this blog post, we will explore the taxation of stock options and provide an overview of how it works. Stock options are a common form of compensation for employees, particularly in startup companies. They give employees the option to purchase company stock at a predetermined price, allowing them to share in the company’s success as its value increases over time.
The Big Picture
APRIL 24, 2023
If you spend any time with FinTV – even if it’s muted in the background – you would have been treated to a debate as to “ Are we in a new bull market? ” or not. Sometimes it’s phrased as “ Is the bear market over? ” I believe this is the wrong way to think about bull and bear markets. We have previously discussed ( see this , this , this , and this ) why the 20% bull/bear frame of reference is simply noisy nonsense.
A Wealth of Common Sense
APRIL 28, 2023
I have a confession to make. I’ve never read a book that changed my life. I know a lot of thought leaders and influencers who make top 10 lists of the books that supposedly changed their life but it’s never happened for me.1 I’ve had some good teachers over the years but never any professors in high school or college that had a lasting impact on my life.
Investment Writing
APRIL 24, 2023
Can you spot what’s wrong in the image below? Please post your answer as a comment. I think this month’s mistake is pretty easy to spot. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for April 24: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Financial Times: Moral Money
APRIL 24, 2023
New generation of leaders warns of growing complexity and end of industry’s ‘golden decade’
The Big Picture
APRIL 22, 2023
This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters. Hamburger also hosts the MarketCounsel Summit , which has been called “ the Davos of wealth management.
A Wealth of Common Sense
APRIL 26, 2023
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts Q1 Economic Update On today’s show, we discuss: How life insurance agents beat back a tech onslaught Gradual deterioration of the economy Apartment Lists 2023 Millenial homeownership report The race to homeownership: Gen Z tracking ahead of their parent’s generation, Millenials tracking behind Why it pays to buy a house: Homeowne.
Indigo Marketing Agency
APRIL 28, 2023
When I work with advisors to grow their businesses, we always start with assessing their email list. Email is still the bread and butter of marketing. But if you’re not growing your email list, it’s probably shrinking due to a small number of people unsubscribing each month. Here are my tips for growing your email list, as well as two videos to show how to add people to your email list in both Constant Contact and MailChimp!
Financial Times: Moral Money
APRIL 28, 2023
Cash has flowed out of ESG strategies over past year even as sector continues to boom in Europe
The Big Picture
APRIL 26, 2023
In the never-ending battle of market narratives, new ideas get introduced and old ideas are resurrected as necessary. One of the most persistent criticisms of US equities has been how narrow the gains have been, driven primarily by mega-cap tech stocks. You probably know variations of this argument as “ FAANMG! ” There is some truth to the claim that the biggest companies have been pulling markets along; YTD cap-weighted indices are substantially outperforming equal weight.
A Wealth of Common Sense
APRIL 24, 2023
Today’s Talk Your Book is brought to you by Simplify ETFs: See here for more information on Simplify ETFs On today’s show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss Simplify’s suite of portfolio diversification-focused strategies. On today’s show, we discuss: An intro to Simplify ETFs How yield affects the liquid alternatives space Simplify’s interest rate hedge ETF.
Indigo Marketing Agency
APRIL 28, 2023
Some of my advisor clients are incredibly successful on Facebook, and for some it’s a waste of time. What’s the difference? Demographics. Facebook marketing is not for everyone. In fact, our own Facebook business page is not a core focus of our marketing efforts because most of our target prospects are more active on LinkedIn. But for advisors with retired, predominantly female, or younger target audiences, Facebook can be the most cost-effective way to get in front of new prospects (often less
Financial Times: Moral Money
APRIL 28, 2023
Also in today’s newsletter, the business of impact investing grows up
The Big Picture
APRIL 28, 2023
Today, I am interviewing Peter Borish, one of the legends of trading & investing: Founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation; he was Director of Research for 10 years. He was the founding Trustee of the Robin Hood Foundation in 1988He was also Chairman and CEO of Computer Trading Corporation, an investment and advisory firm whose largest consulting client is the Canadian Imperial Bank of Commerce (CIBC).
Financial Times M&A
APRIL 27, 2023
Drugmaker hails innovative biotech groups and says market is open to foreign buyers
Indigo Marketing Agency
APRIL 28, 2023
Financial Advisor Bio Most financial advisors haven’t completely filled out their LinkedIn profiles. They often have trouble writing about themselves and the benefits they offer clients. Writing a LinkedIn bio for financial advisors can be the most difficult type of writing, yet a great bio is critical when attracting prospects online. Follow these five steps to create an impactful bio that resonates with website visitors and communicates what makes you different.
Financial Times: Moral Money
APRIL 26, 2023
Lenders under pressure on emissions as shareholders go against board recommendations
Integrity Financial Planning
APRIL 27, 2023
As the weather starts to get warmer, we’re headed into spring cleaning season! If you have retired recently, now can be a great time to get to all those cleaning projects that you have been putting off. Throw open the windows and let the sun in while you clean! A clean house can really help you to feel organized and ready to take on the day. Cleaning can also help you get rid of things you don’t need, make more space, and help you notice what you’re missing in your home.
Financial Times M&A
APRIL 27, 2023
Germany’s biggest bank said deal will allow it to expand advisory services in the UK
XY Planning Network
APRIL 24, 2023
I recently had the pleasure of representing XYPN at the Kingdom Advisor Conference in Orlando, Florida, and FPA National in Seattle, Washington. The post-COVID, in-person energy was undeniable. People were happy to gather and were proud of their work. Personally, what struck me was that nearly every person I met had either heard about XYPN or was interested in learning more about our impact.
Financial Times: Moral Money
APRIL 25, 2023
Oil major shoots itself in foot for failing to give investors a vote at this year’s AGM after allowing them a say in 2022
Integrity Financial Planning
APRIL 24, 2023
Even as tax season winds down, it’s still important that you consider tax strategy as part of your financial picture. Many couples file jointly, and while it can sometimes help save on your taxes, it isn’t always the best option in each case! Here are some important factors to consider if you are filing taxes as a married couple. Determine if you can file jointly.
Financial Times M&A
APRIL 28, 2023
Scheme as in Long Term Incentive Plan, to be clear
Million Dollar Round Table (MDRT)
APRIL 25, 2023
By Antoinette Tuscano While there’s nothing comical for financial advisors about attracting prospects, you can use comic books to capture their attention on social media. A sample from one of the comics Glen Winata uses on Instagram to explain insurance and related concepts. As part of a social media marketing strategy, 10-year MDRT member Glen Alexander Winata , of Jakarta Selatan, Indonesia, hired an illustrator to create several comic books to easily explain insurance and financial products t
Financial Times: Moral Money
APRIL 24, 2023
Also in today’s newsletter, a carbon bond experiment to watch
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