A Wealth of Common Sense
OCTOBER 14, 2022
A new research paper from an economist at Yale did a deep dive into 50 of the most popular personal finance books of all-time. If you’re a personal finance nerd like me you should be familiar with the authors — Dave Ramsey, Suze Orman, Robert Kiyosaki, Ramit Sethi, David Bach and the like. The point of the paper was to show how typical personal finance advice differs from academic economic models.
Financial Times M&A
OCTOBER 12, 2022
Ares Management’s Blair Jacobson expects US buyers to take advantage of weak British currency
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The Big Picture
OCTOBER 10, 2022
Imagine the impact of markets losing a ~quarter of their value in one trading session. That was what happened 35 years ago today: October 13 th , Black Monday a/k/a the 1987 crash. If you are a relatively young investor, you may be unfamiliar with what happened that day or why. The 87 crash impacted many market-related elements. We can trace lots of today’s market structure to that event, and the changes it wrought subsequently.
The Reformed Broker
OCTOBER 8, 2022
Thanks for checking out piece from last Sunday “You weren’t supposed to see that” – it went crazy viral all over the place. I can’t believe how much feedback came in. Mostly in agreement with my conclusion but not all of it, there were some reasonable counterarguments too. And if you haven’t subscribed yet, don’t wait.
A Wealth of Common Sense
OCTOBER 11, 2022
The long-term average inflation rate in the United States going back 100+ years is right around 3% per year. Obviously, there is a range around that long-term average. For instance, in the 38 years from 1983-2020, inflation finished the year below 3% more than 60% of the time. Inflation was running at more than 4% in just 5 years and finished above 5% just once (in 1990 when it was 5.4%).
Financial Times M&A
OCTOBER 13, 2022
Social media group’s disclosure in court filing comes amid battle over $44bn takeover
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
FMG
OCTOBER 14, 2022
One of our favorite parts of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Our team takes great pride in working with our clients to create something beautiful that stays true to the advisor and the people they serve.
A Wealth of Common Sense
OCTOBER 9, 2022
We humans have an insatiable desire to predict the future. This desire gets even worse during bad times. I have opinions just like everyone else but I truly don’t know how the current economic mess is going to shake out. I do have some questions though: How long will good news be bad news for stocks? Most days in the stock market are random in terms of why it’s higher or lower.
Financial Times M&A
OCTOBER 12, 2022
Tesla chief’s stop-start plan to buy social media platform for $44bn has left staff in an uncomfortable limbo
The Big Picture
OCTOBER 9, 2022
It was one of those minor stories that seemed to have taken on a life of its own: The New York Times 1 reported last week about an adjunct Organic Chemistry professor at NYU who was fired after students complained his tests were too hard. I would have missed it, but for J.V Last discussing it at The Bulwark. 2. Both discussions touched on what a gut course org chem is; how many aspiring doctors see their career hopes dashed by the class.
Covisum
OCTOBER 12, 2022
When it comes to helping your clients optimize their retirement income planning strategies, sometimes you don’t know what you don’t know. With dozens of different variables, updates to tax rules and Social Security benefits, and life’s surprises, the decisions you help your clients make are more valuable than ever.
A Wealth of Common Sense
OCTOBER 13, 2022
A reader asks: Ben comes off as a relatively optimistic person when it comes to the markets. Can he give us his most bearish or worst-case scenario for the stock market right now? I’m worried the worst is yet to come. This is a fair assessment. I am a glass-is-half-full kind of person by disposition. I can’t prove this but I do think optimism or pessimism is something you’re kind of just born with.
Financial Times M&A
OCTOBER 14, 2022
Companies are evaluating a deal that would reconfigure the mogul’s media empire
The Big Picture
OCTOBER 8, 2022
? ?. Michael Levy is CEO of Crow Holding , a 75-year old real estate investment and development firm. Crow is the largest builder of multi-family apartment buildings in the United States. Previously, he worked in real estate finance and investment management at Morgan Stanley. Levy is currently a member of the Real Estate Roundtable, the Advisory Board at the Institute for Real Estate Operating Companies, and is an Urban Land Institute Foundation governor.
Financial Times: Moral Money
OCTOBER 13, 2022
Options for bond buyers with an ESG twist
A Wealth of Common Sense
OCTOBER 12, 2022
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts September Fund Flow Report On today’s show we discuss: Good news is bad news 8 ways to invest with a strong dollar The awful economy Paul Volcker inherited in 1979 (AWOCS) Cathie Woods open letter to the Fed Things are getting weird in the housing market Calculated Risk on housing prices Luxury home market is the first to go Homebuil.
Financial Times M&A
OCTOBER 14, 2022
The relentless rise of the dollar has boosted the buying power of investors with funding in the US currency
The Big Picture
OCTOBER 13, 2022
Boaz Weinstein, Founder & CIO, Saba Capital Management speaks with Barry Ritholtz, Co-Founder & CIO, Ritholtz Wealth Management; Host, Bloomberg’s Masters in Business at Bloomberg Invest. Source: Bloomberg. click for video . The post Saba Capital Management’s Weinstein on Whales, Tails, & Fails appeared first on The Big Picture.
Financial Times: Moral Money
OCTOBER 10, 2022
Cost of compliance could be one factor holding back development of new products, studies suggest
A Wealth of Common Sense
OCTOBER 10, 2022
Today’s Talk Your Book is presented by CION Investments: On today’s show, we spoke with Michael Reisner, Co-CEO of CION Investments to discuss investing in private credit in today’s market environment. On today’s show we discuss: CION investment strategy The fund structure that allows CION to be publically traded Why CIONs yield is so high, and what the discount to NAV means Who invests in CION What.
Financial Times M&A
OCTOBER 14, 2022
Antitrust hurdles are high on merger to create one of the biggest US supermarket chains
The Big Picture
OCTOBER 8, 2022
The weekend is here! Pour yourself a mug of Volcanica coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • Why You Hate Your Job : A theory on the function of b t jobs: to maintain the illusion of meritocracy and to provide status and prestige for elites. ( Current Affairs ). • You weren’t supposed to see that. I’m going to tell you a quick story in the order in which it happened.
Financial Symmetry
OCTOBER 10, 2022
At Financial Symmetry we are in constant pursuit of our mission to enhance today and enrich tomorrow for our clients and communities through empowerment, education, and guidance toward financial prosperity. We partnered with 3rd Decade®, a 501(c)3 nonprofit, a little … Continued. The post An Update on Financial Symmetry’s Partnership With 3rd Decade appeared first on Financial Symmetry, Inc.
Integrity Financial Planning
OCTOBER 9, 2022
You may think that as a high-net-worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to protect. Although many investing and wealth-preservation principles apply to anyone – such as developing a tax plan, assessing a portfolio’s risk exposure, and more – there are key risks to be aware of when you have more money and mor
Financial Times M&A
OCTOBER 14, 2022
A deal for the 146-year-old conglomerate would be the biggest buyout in Japanese corporate history
The Big Picture
OCTOBER 10, 2022
My back-to-work morning train WFH reads: • Fed’s Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn : Rapid rate increases provide less time for central bankers to study their economic effects ( Wall Street Journal ). • Eight ways Elon Musk could still get out of buying Twitter : TL; DR they’re all quite stupid ( Financial Times ) see also Twitter investors should be very careful about trusting Elon Musk : And it wasn’t going well for him.
Million Dollar Round Table (MDRT)
OCTOBER 9, 2022
By Jaslyn Ng Up until recently, I didn’t consider myself particularly social media savvy. After all, five years ago I didn’t even have an Instagram account. So, I never thought it was possible that I’d be considered a digital financial advisor. Yet, I’ve made great strides in this area. I don’t produce YouTube videos or TikTok content, but I do a few key things that anyone can do.
Integrity Financial Planning
OCTOBER 13, 2022
When was the last time you stopped and thought about how long the dollar bill that’s in your pocket has been circulating through the economy? What has that bill seen? Whose pockets has it been in? What will it see next? Every year, the government prints millions of dollar bills a day. Here’s a quick look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
Financial Times M&A
OCTOBER 13, 2022
Deal would bring together two of the country’s largest supermarkets, testing antitrust policies
XY Planning Network
OCTOBER 10, 2022
7.5 MIN READ. When it comes to being a financial advisor and running your practice, you must wear multiple hats – finance, business development, portfolio management, client relations, marketing, accounting – the list goes on and on. Marketing is just one piece of the puzzle, but it’s an important one. And for many advisors, it doesn’t come naturally, which makes it hard to get to know and love.
Million Dollar Round Table (MDRT)
OCTOBER 13, 2022
By Matt Pais, MDRT Content Specialist D. Scott Brennan , 2013 MDRT President and a 39-year member from South Bend, Indiana, knows that life is a matter of perspective. He has seen a family receiving $5,000 for a death claim be much more grateful than trustees who received $5 million. That’s part of why he embraces the Whole Person concept. “I try to celebrate life a little bit every day.
Financial Times: Moral Money
OCTOBER 14, 2022
Plus, why the UN Sustainable Development Goals are in trouble
Financial Times M&A
OCTOBER 14, 2022
Private equity has minted fortunes in the sector
The Big Picture
OCTOBER 14, 2022
One of the hottest trends in cars lately is retro-modding. It can go in either direction: Take a modern car and make it look like a retro classic — see the post-2000s Ford Mustang or the new Bronco as examples. But the other way to go is to take an older car and modernize it. Perhaps the most outrageous approach to this is done by Singer — as an example, see this gorgeous baby blue 1989 Porsche 964 Carrera 4 Coupe , that is bid up to $950k.
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