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So many times, I’ve heard founders ask me, “How do I find great engineers?” or “Do you know any awesome marketers?” That always struck me as the wrong way of looking at the problem—but I couldn’t quite figure out why. I realized that you’d never ask this question if you had built a consumer app and you were trying to do customer acquisition. No one ever asks, “Where do you find users for my dating app?
At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. The team & I put together the most revealing and informative slides. In that half hour, I blow through ~40 slides that capture and explain what is going on. About a quarter of the October 2022 slides were focused on real estate. This is atypical. The reason we emphasized real estate this Q is that housing is very often where we see FOMC policy having its most immediate effect.
There’s an old saying that they don’t ring a bell for you at the top. I know this to be true because investors spent more than 10 years during the bull market of the 2010s calling everything they saw a top. The regime changes are rarely obvious until after the fact. The same is true when trying to call a bottom during a bear market. They don’t announce these things over a PA for everyone to hear.
Complying with ADA guidelines enables your website to provide a better user experience for millions of Americans, opens up your business to more potential clients, and helps you to avoid possible legal action against your firm. What is the Americans with Disabilities Act (ADA)? The ADA, enacted in 1990 and amended in 2009, aims to protect people with disabilities by mandating businesses to support the former’s needs.
This is pretty mind-blowing: a podcast that is entirely generated by artificial intelligence where Joe Rogan interviews Steve Jobs. One of the most important women in Apple’s history never worked for Apple Margot Comstock took her winnings from a TV game show and bought a computer. It led to a magazine, which turned into a major hub for the nascent community of developers and fans of one of the most important computers in history.
Bear markets are never any fun to live through but every stock market correction in history has been an opportunity if you’re able to zoom out a little bit. But how you view the short-term risks involved in big market declines should be colored by where you reside in your investor lifecycle. With that in mind, I wrote a new piece at Fortune that looks at the present opportunity set through the lens of each generatio.
Hey guys, didn’t get a chance to do any writing this week but we did two really good shows on the YouTube / podcast front I wanted to make sure you don’t miss… And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.
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Hey guys, didn’t get a chance to do any writing this week but we did two really good shows on the YouTube / podcast front I wanted to make sure you don’t miss… And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.
For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! There are better options than entering a predatory insurance or wirehouse training program and crossing your fingers (which is an AWFUL idea, by the way). In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth man
Which cities have the greatest housing bubble risk? That is the basis of this very interesting graphic from UBS. The full PDF is well worth your time to peruse through – you can find it here: UBS Global Real Estate Bubble Index. Source : UBS Global Real Estate Bubble Index 2022. The post Global Real Estate Bubble Index appeared first on The Big Picture.
In the spring of 2020 I wrote a piece about how the Fed’s actions during financial crises could make stock market returns lower in the future. This was the gist of it: If the stock market during the worst economic contraction in 90 years can be smoothed out by government spending and Fed actions, does this change the risk-return framework in the stock market going forward?
US equity markets are off about 25% YTD; Tech-heavy Nasdaq is off 32%; But the poster child for the past few years has been Tesla (TSLA), which is down 38.5% YTD and is 46.9% off of its 2021 highs. From a fundamental perspective, Tesla is doing quite well: In the third quarter, Tesla sold a record 343,000 vehicles. They also have an advantage over traditional automakers: An ability to quickly reprogram the firmware of chips.
These are the past 7 annual inflation prints by month: March 8.5% April 8.3% May 8.6% June 9.1% July 8.5% August 8.3% September 8.2% That’s 7 months in a row of inflation above 8%. This hasn’t happened since the early-1980s. So what gives? The Fed has been raising rates aggressively, supply chains are improving, oil prices have fallen by a third and gas prices are well off their highs.
Why are markets rallying and/or falling every other day? They make gains only to give them back, or they sell off hard only to subsequently regain the losses. I suspect it is because the dispersion of likely future outcomes is so unusually wide. Meaning, what investors imagine as the most likely outcomes are all over the map. Perhaps a weather analogy may help explain : Since its October, let’s imagine a typical weather report: 80% chance of sunshine, with a slight chance of showers overni
By Kennedy Sumarlie, CFP Many people, thinking it’s easier than cold calling, begin their insurance career prospecting with the people closest to them. But does it work that way in reality? In the beginning of my career, I didn’t know this profession is full of rejection. And at that time, I happened to move to a new city by myself far from my family.
This week, we speak with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. The division provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. Rampulla has held a variety of management positions at Vanguard since he joined in 1988.
Optimizing your retirement savings takes more than just making sure your IRA isn’t at risk in this market. There are rules and regulations that can help you avoid higher taxes and penalty fees and help you structure your income to minimize taxes. Know these 3 ages that can help you get the most out of your retirement accounts. Take Catch-up Contributions at 50.
The weekend is here! Pour yourself a mug of Bean Box coffee, grab a seat by the lake, and get ready for our longer-form weekend reads: • The Rise and Fall of Bitcoin Culture: Crypto’s first token created a culture and then a monster. ( CoinDesk ). • The computer errors from outer space : The Earth is subjected to a hail of subatomic particles from the Sun and beyond our solar system which could be the cause of glitches that afflict our phones and computers.
By Todd Fithian These days, the only way to truly differentiate yourself is by focusing on the client experience. When you engage with your clients in a way that makes relationships easier and moves clients closer to you, you can truly create a competitive advantage. You create relationships whereby your clients seek your advice. There are three components, which we call the Legacy Advice Model, that represent the priority of engagement that forward-thinking advisors will implement with clients:
Earlier this week I asked What’s Ailing Tesla’s Stock? The usual answers — Elon Musk’s distraction(s), and the company’s high valuation – are certainly fair reasons, but I suspect the biggest challenge is competition from legacy car makers. The latest comes from Mercedes-Benz: The EQE. Aimed squarely at Tesla’s best-selling Model Y, the EQE SUV boasts 367 miles of battery range and starts at ~$68,000.
By Kevin J. Murphey, M Ed, RFC When people think about their life, they’re not thinking about life insurance. They’re thinking about putting food on the table and what they must do this week or this year. Part of being a good financial advisor, however, is talking people through their entire lifetime and explaining to them that their life is all too brief.
7 MIN READ. Global capital markets are performing poorly, and many clients of ours are anxiously looking for expert guidance. Once again, advisors are facing an opportunity now to prove their value, build stronger relationships, and—most importantly—make sure clients are faring well despite the current economic situation.
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Dan Greenhaus, and Downtown Josh Brown discuss what constitutes a recession, the Fed, ramifications of a strong dollar, Tesla’s earnings call, buybacks, the importance of interest rates, and more! BONUS: Barry Ritholtz makes a special appearance! You can listen to the whole thing below, or find it wherever you like to listen to.
Pursuing entrepreneurship may seem daunting when you’re living with a disability and busy raising a family, but there are lots of tools and resources to help you achieve your goal of starting a small business. Online formation services, for instance, can be used to launch a limited liability company, corporation, or partnership from home. Other tools make it easy to write business plans, digitize important formation documents, create logo designs and websites, and tackle other essential tasks.
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