The Big Picture

OCTOBER 8, 2023

The Guardian ) see also Why Summers May Never Be the Same : In the summer of 2023, no matter where you lived, it was difficult to ignore how our shifting climate has upended many rites of the season. Workers who sign training repayment agreements can owe their employers thousands of dollars if they leave their jobs early.

Government 264

Government Commission Taxes Banking 264

The Big Picture

JULY 3, 2023

According to the plaintiffs of two massive class-action lawsuits, this circuitous method of paying real-estate agents is all part of a far-reaching scheme that is bilking home sellers out of billions of dollars every year. How can I tell when I am wrong? Some are turning to extreme measures—and becoming folk heroes in the process.

Recruitment 255

Recruitment Banking Consulting Economics 255

The Big Picture

AUGUST 5, 2022

There’s how you think about investment risk — and then how you feel about it. ( The people making millions off Listerine royalties A little-known provision in a 100-year-old contract opened up the door for private investors to mint money from mouthwash sales. ( taxpayers millions of dollars ended up in China. . •

License 275

License Economics Banking Economy 275

The Big Picture

AUGUST 26, 2022

My friend manages hundreds of millions of dollars and has eschewed this side of the business. My friend manages hundreds of millions of dollars and has eschewed this side of the business. He has high client retention and has generated respectable performance for those customers. He was aghast over this.

Accounting 352

Accounting Government Assets Management 352

The Big Picture

JANUARY 13, 2024

Financial Times ) • China Wants To Ditch The Dollar : Should Beijing successfully wean the world off the U.S. dollar, it would reshape the global economy and geopolitical landscape. She develops and leads the company’s global strategy, and is responsible for overseeing business and investment operations globally.

Portfolio Management 150

Portfolio Management Economy Economics Portfolio 150

The Big Picture

JULY 20, 2023

That sounds quite expensive for something that should cost you a) nothing if you do it yourself, or 2) 50-100 bps if you work with an advisor. Those funds have a starting upside cap of 14.28% versus TJUL’s 16.62%; the chart above shows how they have done year to date: Up 11.5% That sounds like a terrible deal to me.

Math 186

Math Financial Planning Assets Management 186

The Big Picture

NOVEMBER 30, 2022

Enjoy the end of November with our mid-week morning train reads: • How Much Growth Can You Expect? The only problem is that you don’t know exactly how much more money you’ll get from this box. You could put $100 into the box and get back $200, $400, or maybe only $150 when all is said and done. Of Dollars And Data ). •

Consulting 267

Consulting Economics Assets Investing 267

The Big Picture

DECEMBER 14, 2023

ETFs with Dave Nadig, Financial Futurist for Vetta Fi (December 13, 2023) What’s the best instrument for your investments? On today’s edition of At the Money, Barry Ritholtz speaks to Dave Nadig about the pros and cons of these two investment vehicles. Mutual funds or ETFs? Listen to find out which is right for you.

Taxes 166

Taxes Distribution Accounting Portfolio 166

Random Roger's Retirement Planning

APRIL 22, 2024

Jason Zweig wrote an article titled How Not to Invest in the Bond Market. This blog has pretty much evolved into 100 ways to build a portfolio without bonds. An individual 20 year treasury bond bought when yields were at their lowest will return 100 cents on the dollar when it matures in 2040.

Marketing 75

Marketing Marketing Financial Advising Math 75

The Big Picture

OCTOBER 9, 2023

Others appreciate that the benefits of investing span far beyond an arbitrary total return quota. Everyone invests for their own reasons, so what drives people to buy stocks instead of just buying ETFs and going to the beach? Crypto folks can’t wait for it to be over. For some, the monetary reward and alpha is all they care about.

Medicine 140

Medicine Advertising Medical Investing 140

The Big Picture

JANUARY 13, 2023

Our investments will be chosen on the basis of value, not popularity. You were terrible investments : Unlike other bubbles, meme-stock mania didn’t really help anyone, including companies like Bed Bath & Beyond and GameStop. Good job everyone. Financial Times Alphaville ). ” ( Neckar’s Minds and Markets ). •

Media 264

Media Transportation Engineering Distribution 264

The Big Picture

JANUARY 14, 2024

Washington Post ) • 2023’s billion-dollar disasters list shattered the US record for weather and climate disasters amid Earth’s hottest year on record : The U.S. Washington Post ) • 2023’s billion-dollar disasters list shattered the US record for weather and climate disasters amid Earth’s hottest year on record : The U.S.

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

The Big Picture

AUGUST 31, 2022

Of Dollars And Data ) see also Debt Babies : Make repayment of all student loans (assumed to the current year only) 100% tax deductible, and retroactively — at least in some part — for people who already paid. Here’s How to Make It Work. Remove all legal barriers to discharging student loan debt in bankruptcy. Pirate Wires ). •

Engineering 288

Engineering Food Taxes Numbers 288

The Big Picture

FEBRUARY 18, 2023

Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How a shipping error 100 years ago launched the $30 billion chicken industry : The accidental origins of the chicken on your plate, explained. ( The weekend is here! trillion in assets.

Economy 248

Economy Numbers Assets Management 248

The Big Picture

AUGUST 8, 2022

Buyers say they never got their shoes and are out millions of dollars ( Bloomberg ). • How Universal Are Our Emotions? The Perils of Audience Capture: How influencers become brainwashed by their audiences : We often talk of “captive audiences,” regarding the performer as hypnotizing their viewers. New York Times ).

Economics 289

Economics Economy Sales Banking 289

Random Roger's Retirement Planning

MARCH 29, 2024

Return Stacked ETFs wrote a short paper in support of their ETF suite about how to incorporate return stacking into a portfolio. RSBT is 100% bonds and 100% managed futures. RSST is 100% equities and 100% managed futures. RSSB is 100% global stocks and 100% US bonds. Looking at RSSB.

Portfolio 77

Portfolio Asset Allocation Assets Management 77

The Big Picture

JULY 17, 2023

Global capital markets (stocks, bonds, private investments, real estate) are worth over $100 trillion. If you are smart, and understand how to play this, your odds of amassing a small fortune go up dramatically. Money makes the world go round. If you want to become wealthy, go where the money is.

Marketing 246

Marketing Marketing Commission Investing 246

Mish Talk

NOVEMBER 28, 2022

Hopefully not, because if you haven't, then you did not invest in it. percent headed to 100%. HEX issues " Certificates of Deposit " that yield as much as 40 percent interest paid in HEX of course, not dollars. Q: How did this happen? Interest is paid not in US dollars but in worthless tokens backed by nothing.

Certification 158

Certification Assets Banking Investing 158

Abnormal Returns

OCTOBER 15, 2022

theverge.com) Delta Air ($DAL) is investing in eVTOL maker Joby Aviation. vox.com) Environment Why $100/ton is ambitious when it comes to carbon dioxide removal. vox.com) Environment Why $100/ton is ambitious when it comes to carbon dioxide removal. protocol.com) How London is making progress reducing air pollution.

Financial Advising 130

Financial Advising Transportation Media Food 130

The Big Picture

MARCH 16, 2023

This is how capitalism is supposed to work. This is how capitalism is supposed to work. How many of you thought, “ Here we go again. ”? If there is a unifying theme that connects all of them, it is just how little we know as these events unfold in real-time. Blame Game? There is always that other guy that is to blame.

Banking 335

Banking Accounting Insurance Management 335

The Big Picture

SEPTEMBER 10, 2023

Los Angeles Times ) • How Texas HOAs Are Keeping Low-Income Renters Out : A state law will prohibit homeowners associations from discriminating against tenants using rental vouchers. Voleon was one of the first hedge funds to use AI as a core of its investing model. Now it barely survives a move. Industry insiders explain.

Ethics 130

Ethics Pharmaceutical Education Media 130

The Big Picture

FEBRUARY 14, 2023

Consider this definition: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” Is this a reveal of alien invaders, or a not so subtle form of lobbying for more federal dollars? War, money, health, sports, and business all fall under this penumbra.

Investing 283

Investing Investments Management Insurance 283

The Big Picture

DECEMBER 5, 2022

The Buy And Hold Mindset : When markets are in turmoil, like they have been for most of this year, I like to have a buy-and-hold mindset when it comes to making new investments. Morgan Stanley’s Mike Wilson Recalls His Best Investment—His First. Stewart Rhodes’ son: ‘How I escaped my father’s militia’. JPM Private Bank ).

Commission 267

Commission Economy Banking Investing 267

The Big Picture

OCTOBER 10, 2023

Vox ) • Investing Has Been Ugly. Financial Times ) • How to Build a Private Credit Portfolio : GIC and StepStone tested model portfolios for risk-mitigation and return enhancement. Slate ) but see Twitter: Your First Source of Investment News (2013) : Twitter has become the “new” news wires. Stick With It Anyway. Disgusting).

Medical 130

Medical Economy Portfolio Accounting 130

The Big Picture

OCTOBER 19, 2022

How Gamers Beat NFTs : Video game fans have largely beaten back efforts to incorporate blockchain tokens into new releases, a rare win against the industry’s efforts to wring more money from its customers. How Bad Are Elon Musk’s Latest Twitter Shenanigans? Noahpinion ). Businessweek ). Wall Street Journal ). • Slate ). •

Ethics 140

Ethics Financial Advisor Education Management 140

The Big Picture

SEPTEMBER 28, 2023

This is why asking people what they will do, think, or feel in the future, or how they might behave is a nearly impossible task. trillion fiscal stimulus putting cash into the bank accounts of 100 million families; 3) CARES Act II & III, another $1.8 We are in a post-pandemic, popular-uprising environment.

Government 291

Government Medicine Economy Healthcare 291

WiserAdvisor

SEPTEMBER 20, 2023

You may consult with a financial advisor to understand vested balances in detail and how you can maximize them to boost your retirement savings. In this article, we’ll unravel the concept of vested balance, explain its significance, and delve into how it plays a pivotal role in shaping your retirement planning.

Accounting 100

Accounting Retirement Retirement Planning Planning 100

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

We often tell our clients that we don’t have a crystal ball, we don’t know how the market will perform over the next few months or what specific stocks will be up or down. What we do know is fundamentally how markets work and what previous economic cycles have shown to be true over and over again. That’s why they hire us.

Marketing 81

Marketing Marketing Financial Advisor Investing 81

The Big Picture

AUGUST 6, 2022

Reflections on the Investing Process with Michael Mauboussin : “This is the nature of what we do. Reflections on the Investing Process with Michael Mauboussin : “This is the nature of what we do. Their disagreement only demonstrates how remote the contemporary Church has become from its own origins. The Diff ).

Engineering 272

Engineering Economics Food Numbers 272

Sara Grillo

APRIL 19, 2024

One of the biggest fears that people have, when they are looking for a financial advisor, is this: “Is it truly impossible for an advisor to say wire themselves a few million dollars from a client’s account?” I was recently featured in a MarketWatch article about how to find a good financial advisor. Read it here.

Financial Advisor 95

Financial Advisor Financial Advice Accounting Compliance 95

Good Financial Cents

JANUARY 25, 2023

Some money-making strategies require an upfront investment, while others let you earn money in your free time with the help of apps. Some money-making strategies require an upfront investment, while others let you earn money in your free time with the help of apps. Invest In Dividend Stocks 10. Invest In Dividend Stocks 10.

Banking 103

Banking Investing Investments Accounting 103

Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Steps to Invest a Million Dollars.

Investing 109

Investing Investments Marketing Marketing 109

Clever Girl Finance

NOVEMBER 25, 2023

Think you don’t have enough money to start investing? You can learn how to start investing for beginners today, even if you start your investing journey with just $100. Table of contents What is investing? Why is investing important? When should you start investing? What is investing?

Investing 65

Investing Investments Risk Tolerance Accounting 65

Clever Girl Finance

JULY 15, 2023

Don’t have a typical 9 to 5 job but need to know how to get money fast? Look for taste-testing opportunities Expert tip How can I get $1,000 cash fast? How can I earn $100 a day? Articles related to how to get money fast Earn money fast to help with your finances! We’ve got you covered! Keep reading! Play games 17.

Food 81

Food Certification Medicine Electronics 81

Good Financial Cents

JANUARY 27, 2023

Investing in the stock market, real estate, or crypto has never been easier. Gone are the days when you had to be an expert or work with a stock broker to buy company shares or invest your money. You can invest your money in several ways, with options for every level of risk tolerance and investment understanding.

Accounting 85

Accounting Commission Investing Investments 85

Clever Girl Finance

SEPTEMBER 11, 2023

When you’re new to investing, it can seem like there’s a lot of information to learn. But you have to start somewhere—so you might as well start with the best investing websites right off the bat! Table of contents What makes the best investment websites the best ? 6 Best investing websites for research (and taking action!)

Investing 84

Investing Investments Education Accounting 84

The Big Picture

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 289

Valuation Investing Investments Engineering 289