The Big Picture

AUGUST 11, 2022

My morning train WFH reads: • Private Equity Doesn’t Want You to Read This : Not only do private equity partners make money even if their companies blow up; they also get a pretty good deal from the government on what they earn. They’re a great minimally viable product.” ( Vox ). • The Webb telescope is astonishing. The Hill ). •

Government 283

Government Communication Media Management 283

The Big Picture

SEPTEMBER 19, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say, I have yet another extra special guest, Albert Wenger, managing partner at Union Square Ventures. So it’s been a central to what I do and who I am. RITHOLTZ: So let’s talk about the timing of school. WENGER: No.

Valuation 289

Valuation Investing Investments Engineering 289

The Big Picture

SEPTEMBER 7, 2022

LYNN MARTIN, 68TH PRESIDENT OF NYSE GROUP: Thanks so much for having me. RITHOLTZ: Thanks so much for joining us. I have so many things to ask you about, but I have to start out with you were at IBM pretty much in its heyday. So 2000 could have been 1900, and that could have caused challenges. To say the very least.

Communication 290

Communication Engineering Marketing Marketing 290

The Big Picture

SEPTEMBER 19, 2023

She provides advice to institutions in high net worth investors that isn’t limited by the typical buckets or lines or structure that you, you so often see. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. So how does that relate to finance? What led to Booth?

Assets 140

Assets Management Portfolio Investing 140

Random Roger's Retirement Planning

APRIL 10, 2024

I shared on Facebook noting that Schrager suggested better and cheaper annuity products and that given how undersaved we collectively are, it may come to more annuity products. Saying that people may be forced to try their luck on longevity pools does not mean I am now an annuity guy. Once they hit 80, they cannot sell it.

Portfolio 69

Portfolio Asset Allocation Retirement Taxes 69

Abnormal Returns

JULY 8, 2023

euractiv.com) Why automakers are making deals with miners. econbrowser.com) We have the technology to make geothermal energy ubiquitous. theweek.com) Water The ocean is warming worldwide, but more so in the high latitudes of the Northern (grist.org) When people move away from flood-prone areas, they don't move far.

Ethics 177

Ethics Pharmaceutical Media Financial Advising 177

Abnormal Returns

JULY 1, 2023

(npr.org) Heavier EVs make for heavier auto haulers. theverge.com) Joby Aviation ($JOBY) is nearing commercial eVTOL production. This study says so. RIP, our roads. slate.com) Recent developments could doom the CSS charging standard in the U.S. nytimes.com) Oregon is legalizing self-serve pumps. Oyster shells help.

Startup 199

Startup Food Financial Advising Compliance 199

MainStreet Financial Planning

FEBRUARY 1, 2024

Here is what makes us different: Hourly, Fee-Only Service: We operate on an hourly or, flat, fee-only basis, ensuring transparency and alignment of interests with our clients. This eliminates barriers , making our services accessible to individuals across different income brackets.

Financial Advice 87

Financial Advice Planning Fee Only Financial Planning 87

The Big Picture

JANUARY 9, 2024

And so he has this unique way of taking these very complicated, sophisticated ideas and making them both accessible and amusing to both finance professionals and, and laypeople. I like had a Barry Ritholtz : 00:02:26 Okay, so you, you were, you just didn’t accept the No, Matt Levine : 00:02:30 No, no, no. No, no, no.

Retail 130

Retail Banking Math Management 130

Nerd's Eye View

MAY 3, 2023

And by understanding these varying levels of conversational 'intensity', advisors can hold more productive client conversations by taking measures to reduce or mitigate the impact of interruptions during client meetings. When a person is interrupted, even when the interruption is made with no ill intent (e.g.,

Clients 180

Clients Financial Planning Planning Numbers 180

Clever Girl Finance

APRIL 11, 2024

So many of us enjoy talking and dreaming about our goals, but achieving them is another issue. So in this article, I’m sharing 5 ways to achieve your goals: examples included. Here is how to use the SMART goal method to take action to reach your goals: Make your goals specific First of all, it helps to set very specific goals.

Retirement 79

Retirement Planning Accounting Budgeting 79

The Big Picture

AUGUST 2, 2022

The last time I had her on I had people writing me and saying, “You know, you were like a little puppy dog piddling over yourself. You were so excited to talk about cars with somebody.”. I always start out by saying, of course, at Bloomberg, I get to write about cars. ELLIOTT: A lot of people say basketball, but I ….

Engineering 158

Engineering Insurance Numbers License 158

Million Dollar Round Table (MDRT)

DECEMBER 10, 2023

Jordan This business has so much negativity and rejection that self-driven motivation is not enough. If your only goal is to make money, then you can be subject to something I know no one talks about in financial services: low self-esteem. All chronic production issues are because of your behavior. That’s the No.

Financial Services 87

Financial Services Numbers Clients Management 87

Discipline Funds

FEBRUARY 9, 2024

So it makes sense that we try to use lots of things to insure these assets. So you might need some other stuff in there to insure the portfolio from stock volatility AND inflation. So, if the Fed raises rates they’re making the Treasury spend more. It makes sense at a basic level.

Insurance 85

Insurance Economy Portfolio Assets 85

Carson Wealth

FEBRUARY 12, 2024

Although on the surface there isn’t much of a difference between 5,000 and 4,999, it’s an important psychological milestone for investors. But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. So, what now?

Marketing 97

Marketing Marketing Economy Investing 97

Clever Girl Finance

MARCH 29, 2024

I’m here to tell you about them and help you make the right choice. Okay, so the definition may be obvious, but it’s important to be clear about the quality over quantity meaning before we go any further. So the number of shoes and handbags I own or general items around my home that I don’t actually need are quantity items.

Food 75

Food Budgeting Insurance Banking 75

Good Financial Cents

JANUARY 9, 2024

I realized that for someone completely new to online marketing, who might be overwhelmed by the complexities of building and creating a landing or sales page, Stan.Store could actually make a lot of sense. So, who’s going to love Stan Store? Pretty much anyone aiming to make a buck online through digital products or services.

Education 77

Education Sales Planning Management 77

Million Dollar Round Table (MDRT)

APRIL 27, 2023

By Matt Pais, MDRT Content Specialist There are many strategies MDRT members use to reach Top of the Table-level production, and some are simply a matter of small adjustments in perspective. He attributed his astonishing level of productivity throughout his life to what he did when he first woke up every morning.

Management 86

Management 86

Random Roger's Retirement Planning

APRIL 23, 2024

I always say the same thing about risk parity, it is intellectually appealing and I want it to work which I concede is silly, but it just doesn't, at least not in retail accessible funds and based on the Bloomberg article, maybe not in hedge funds either. Or maybe they are doing it wrong. The following compares All-Weather.

Assets 59

Assets Retail Management Taxes 59

Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. Bobby is the President of Life Innovators and the Executive Editor of The Life Product Review. So much to dig into here, where do we begin?

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Investing Caffeine

JANUARY 2, 2024

For those saying the good times of 2023 cannot continue, investors should understand that history paints a different picture. For those saying the good times of 2023 cannot continue, investors should understand that history paints a different picture. Source: Visual Capitalist Why So Bullish?

Economy 98

Economy CFP Economics Investing 98

Steve Sanduski

NOVEMBER 26, 2022

Perhaps we’re just lazy and we “settle” when we hit that “amount” where we say “enough.”. Lynne shared with me that Fuller spoke about how humanity had crossed a threshold where we were now doing so much more with so much less. And this meant that there is enough for everyone everywhere to have a healthy and productive life.

Retirement 72

Retirement Clients Business Planning Investing 72

Clever Girl Finance

OCTOBER 19, 2023

Table of contents Why you may say, “I don’t want to work anymore” 14 tips to recover from work burnout and love your job again Expert tip: Start saving money as you assess your job Got “I don’t want to work” feels? How can I make money if I don’t want to work? Therein lies the answers to what you can do differently.

Planning 60

Planning Clients License Wealth Accumulation 60

Trade Brains

JULY 1, 2023

Fundamental Analysis of Bosch : The German-based company Bosch with its slogan “Invented for Life” has launched its products and services in a wide range starting from home appliances to automobile ancillary products and Industrial technology services. So, keep reading till the end! So, let’s get started!

Planning 98

Planning Sales Transportation Marketing 98

Clever Girl Finance

JULY 15, 2023

If you’re looking for ways to boost your income without getting another office job, you’ll be pleased to know that there are plenty of genuine ways to make money. Test products 14. Professional queuers make approximately $25 an hour to wait in line for events, shops, banks, book signings, night clubs, and theme parks.

Food 81

Food Certification Medicine Electronics 81

Random Roger's Retirement Planning

JANUARY 12, 2024

Depending on how far down the rabbit hole on this, that brokerage accessible products now track spot Bitcoin versus futures might not be much of a game changer, unless you owned the Grayscale Bitcoin trust when it had that huge discount to its NAV. GBTC does not yet have options but I imagine it will once it makes its way to the NYSE.

Taxes 71

Taxes Accounting Investing Investments 71

Clever Girl Finance

JANUARY 22, 2024

You’re likely reading this article because you’re interested in the differences between the way poor vs rich people think and act. Table of contents The difference between rich and poor mentality What is a poor mindset? What is the difference between a broke mentality and a poor mentality? Let’s dive in!

Investing 76

Investing Investments Accounting Management 76

Trade Brains

AUGUST 16, 2023

What are the differences in their business? The company owns 6 state of the art production facilities with 2 under-construction project sites. It has a large portfolio of more than 30+ products which are used by more than 1,000 customers in 46 countries around the world. How are the two companies related?

Planning 98

Planning Pharmaceutical Manufacturing Portfolio 98

Discipline Funds

AUGUST 18, 2023

Commercial real estate, on the other hand, looks to be in a very different situation with excess inventory due to work from home and what looks like an increasing number of forced sellers. The pricing dynamics here are very different as residential has flatlined for several years, but commercial has fallen over 16%.

Numbers 52

Numbers Assets Marketing Marketing 52

Steve Sanduski

JANUARY 30, 2023

Andrew Kaye-Skinner is a Senior Product Trainer for Advisor Group, which is one of the country’s largest independent broker dealers. ” “The trick of training financial advisors is getting them to understand the ROI on that education,” Andrew says. I know these products.’ “The ROI on education.”

Education 52

Education Financial Advisor CFP Clients 52

Random Roger's Retirement Planning

NOVEMBER 23, 2023

If you read the whole thing, you might pick up some different attitudes, culturally, toward retirement and aging. Before you get too doomy about your prospects by reading that article, if you look, you can find multiple sources that say only about 2% of American seniors live in assisted living. Sorry, still not sure the difference.

Retirement 65

Retirement Portfolio Taxes Management 65

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. IMPORTANT: Never trust what an advisor says verbally. Sometimes it is intentional.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Clever Girl Finance

AUGUST 2, 2023

Perhaps you imagine quitting your job one day to take your business full-time, or maybe you just need to make a little extra money in your spare time. Side hustles are beneficial because they allow people to make more money while utilizing and practicing other money making skills and also working according to their own schedules.

Business Planning 94

Business Planning Planning Food Budgeting 94

Trade Brains

AUGUST 13, 2023

So without further ado, let us jump ahead. It has a wide portfolio of different types of machines including zig-zag, straight stitch, artisan, industrial, and more. Best Debt Free Penny Stocks in India: Penny stocks can be risky but highly rewarding at the same time. We’ll also look at their metrics. Market Cap (Cr.) Stock P/E 62.41

Engineering 97

Engineering Manufacturing Portfolio Sales 97

Clever Girl Finance

JUNE 4, 2023

Do you enjoy making crafts? Did you know that there are crafts that you can make and sell? Yup, you can do something you love and make an income from it! Money-making crafts are all the rage and it’s easier than ever to start your own home business. What craft makes the most money? What crafts sell easily?

Sales 78

Sales eCommerce Business Planning Retail 78

Trade Brains

AUGUST 20, 2023

Fundamental Analysis of Balkrishna Industries: MRF share has reached dizzying heights crossing the Rs 1,00,000 mark making it difficult for retail investors to include it in their diversified portfolios. This point is highlighted by the fact that replacement demand makes up 69.5% And the company is as big as MRF. of the total sales.

Planning 98

Planning Manufacturing Sales Accounting 98

Random Roger's Retirement Planning

NOVEMBER 21, 2023

A model portfolio is simply a portfolio that can scale up to be implemented in sort of an automated fashion across the board for all clients or maybe an advisor will have a stable of a couple of different ones they use depending on a client's particulars. A few interesting things from here and there on the interwebs. That is probably true.

Portfolio 72

Portfolio Asset Allocation Math Compliance 72