Remove Assets Remove Food Remove Numbers
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Tuesday links: staying the course

Abnormal Returns

(morningstar.com) Good luck maintaining firm culture as your asset management firm grows. news.crunchbase.com) Protein Food companies need to stop putting extra protein into everything. awealthofcommonsense.com) Case-Shiller housing numbers showed a 2.7% ft.com) Legal LLM Harvey raised $300 million at a $5 billion valuation.

Ethics 162
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Just Don't With Private Assets

Random Roger's Retirement Planning

Barron's had a very quick look at the recent popularity of private assets to try to figure out whether investors should wade into the space. The food industry, probably not. SOXX and SMH are the two largest semiconductor ETFs I am aware of and PBJ is a food and beverage ETF with an all-timer of a symbol.

Assets 52
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The Great Resignation Is Long Over

The Big Picture

By any measure, we still have an enormous number of unfilled positions. The 2010s monetary rescue plan benefitted anybody who owned capital assets: Stocks, Bonds, and Real Estate. Consider the chart up top (it’s from an RWM client-only quarterly call). It’s just off the peak, but still extremely high by any measure.

Medicine 331
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Kitces & Carl Ep 130: Helping Everyone You Can Vs Getting Paid What You’re Really Worth

Nerd's Eye View

It also doesn't hurt that advicers can earn a good living, and can also build their practices in any number of ways that fit their personal preferences, needs, and goals!) It's no wonder, then, that the profession attracts individuals who are highly service-minded and enjoy helping others. (It

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Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA

The Big Picture

The guy is a brilliant operator, one of the best performing publicly traded CEOs in history, at least in the, in the food and consumer services sector. So, so those numbers are astonishing. And I love food. And there was a number that were actually in that business. What can I tell you? Welcome to Bloomberg.

Food 130
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#FA Success Ep 367: When Being In Business With Your Spouse Doesn’t Work Out And You Have To Start Over, With Kimberly Enders

Nerd's Eye View

Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

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At the Money: Can You Have Too Much Money?

The Big Picture

So you’re saying it’s complicated and it really depends on a lot of a lot of factors let’s start really basic with Maslow’s hierarchy of needs: Safety, security, food, shelter, et cetera. I know what I would choose I would take the latter but that doesn’t seem to be the answer that most people give.

Food 277