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10 Monday AM Reads

The Big Picture

The S&P 500 topped out in early October 2007 and bottomed in March 2009. 100 Tips for a Better Life : You can improve your communication skills with practice much more effectively than you can improve your intelligence with practice. Let’s look at the 2008 scenario as an example. LessWrong ). •

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MiB: Rick Rieder, BlackRock’s CIO of Global Fixed Income

The Big Picture

Before joining BlackRock in 2009, Rieder was president and chief executive officer of R3 Capital Partners. There is (if possible) too much communication and too much communication from the Federal Reserve. He is responsible for some $2.4 trillion in assets. We also discuss the value of some mystery at the central bank.

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Why Did Retirement Confidence Falter in 2023?

Ballast Advisors

Although retirees’ confidence remained higher than workers’ — a historical trend — just 27% of retirees were very confident, down from 33% last year and the lowest percentage since 2009. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations.

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The Mysteries of UBS: Deciphering What Drives its Wins and Losses

Diamond Consultants

The firm functions like a bureaucracy with layers of administration: managing to the lowest common denominator and operating without openly communicating with the field. A training program facilitates the development of a next gen critical to advisor succession planning and communicates a commitment to the future.

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They All Have One Thing In Common

The Irrelevant Investor

All of the great investors, from Seth Klarman and Howard Marks to Warren Buffett and Phil Fisher, have one thing in common- their ability to clearly communicate their philosophy. Jack Bogle rightfully gets all the credit for creating the index fund, but he's very underrated when it comes to his ability to effectively communicate.

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How Stocks Perform Before, During, and After Recessions May Surprise You

Darrow Wealth Management

Similarly, the GFC in 2008-2009 was by far the worst for stocks during a recession, and the outperformance one year after the Covid crash was also an outlier. History is a helpful guide but it’s not a way to predict the future. The 1980 recession ended just a year before the 1981 recession started.

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Master the Family Meeting for Estate Planning Success

eMoney Advisor

the better path lies in improving family communication and financial education. adults’ financial literacy dropped 14 percent from 2009 to 2021, according to research from the FINRA Investor Education Foundation. That way, you can work to improve long-term wellness for the whole family and strong ties with the next generation.