The Big Picture

MARCH 16, 2024

Others fear it may destroy us. BBC ) • What Deathbed Visions Teach Us About Living : Researchers are documenting a phenomenon that seems to help the dying, as well as those they leave behind. ( Learning how to overcome the cognitive biases at play can help you make better decisions with fewer regrets. ( Who will decide our fate? (

Clients 267

Clients Management Numbers Assets 267

The Big Picture

JULY 8, 2023

Taylor Pearson ) • The $100 billion bet that a postindustrial US city can reinvent itself as a high-tech hub : Can a massive infusion of money for making computer chips transform the economy of Syracuse and show us how to rebuild the nation’s industrial base? ( I decided to find out by making it. Others, like Taylor Swift, escaped. (

Retail 257

Retail Distribution Clients Management 257

Nerd's Eye View

DECEMBER 28, 2023

One approach to help us validate the potential investments we make with our everyday spending is to consider how any potential profit to be gained from the investment stacks up against the pain of granting ourselves permission to commit to the cost of the investment. activities. Read More.

Investing 173

Investing Investments Communication Education 173

Abnormal Returns

DECEMBER 8, 2023

(pionline.com) Books Amy Edmondson has won the Financial Times and Schroders Business Book of the Year Award for "Right Kind of Wrong: Why Learning to Fail Can Teach Us to Thrive." talkingbiznews.com) Ten books that made us think in 2023 including "Ours Was the Shining Future" by David Leonhardt. unemployment rate.

Financial Advising 242

Financial Advising Media Economy Economics 242

Abnormal Returns

MAY 28, 2023

fatherly.com) Buy-and-hold forever doesn't work out very well. It tells us that things are changing and asks us why we are not doing anything about it." behaviouralinvestment.com) How some people get away with doing almost nothing at work. bilello.blog) What do adult children owe their parents? vox.com)

Food 173

Food Investing Investments Marketing 173

The Big Picture

AUGUST 22, 2022

My back-to-work morning train WFH reads: • How to Beat the Stock Market Without Even Lying : Stock funds have been pulling a switcheroo to make their returns look better: When they don’t measure up, they change how they measure. How the US Toppled the World’s Most Powerful Gold Trader : JPMorgan’s former gold boss was convicted last week.

Food 293

Food Manufacturing Government Retirement 293

The Big Picture

JUNE 23, 2023

Noahpinion ) • US Supply Chains are Recovering : After a Years-long Supply-Chain Crisis, Relief is Finally Here—Especially in Key Sectors like Semiconductors and Motor Vehicles. How do they work? ( Now he’s battling BlackRock – again. Apricitas Economics ) • How much did Congress lose by defunding the IRS?

Media 268

Media Government Economics Planning 268

The Big Picture

FEBRUARY 17, 2023

Spots are limited, so if you want in, please contact us ASAP. Investors who want to learn more about how we manage assets, create financial plans, optimize your taxes, and are interested in working with us, please reach out. During the week of March 6th, we are seeing prospective clients and advisors in the Chicago area!

Wealth Management 152

Wealth Management Financial Planning Taxes Assets 152

The Big Picture

MARCH 28, 2023

My Two-for-Tuesday morning train WFH reads: • The Fed’s anti-inflation work is almost done, with an assist from the banking crisis. Washington Post ) Be sure to check out our Masters in Business with Dominique Mielle, (retired) partner at Canyon Capital, a $25 billion hedge fund where she worked there for 20+ years. MSNBC ). •

Banking 278

Banking Retirement Economy Economics 278

The Big Picture

JANUARY 15, 2023

How Trump’s allies stoked Brazil Congress attack : The scenes in Brasilia looked eerily similar to events at the US Capitol on 6 January two years ago – and there are deeper connections as well. ( Binance Volunteers Work for Swag and Hope for Jobs. The influencers are working for company swag but hoping for jobs.

Engineering 246

Engineering Distribution Manufacturing Media 246

The Big Picture

AUGUST 7, 2023

My back-to-work morning train WFH reads: • The Pandemic Small-Business Boom Is Fueling the US Economy : Startup registrations remain 42% ahead of 2019 levels, with growing numbers of companies founded by women and minorities. Barron’s ) • The US Housing Drought Is Ending. ” ( St. What Does It Mean for Prices?

Economy 243

Economy Startup Food Numbers 243

Abnormal Returns

FEBRUARY 22, 2024

housefresh.com) On the importance of the robots.txt file to how the Internet works. thenewinquiry.com) Anti-semitism has been with us for millennia. Books A Q&A with Kara Swisher author of "Burn Book: A Tech Love Story." theverge.com) Why you should wait as long as possible to give your children a phone. vanityfair.com)

Communication 198

Communication Investing Investments 198

Nerd's Eye View

FEBRUARY 8, 2024

As a starting point, it's important to recognize the value of taking any initial step, as without that first step, getting past the myriad choices that face us can feel overwhelming and impossible. Ultimately, the point of having goals is to keep us moving in the right direction toward the growth and progress we want to achieve.

Communication 145

Communication Clients Planning 145

The Big Picture

NOVEMBER 25, 2023

Works in Progress ) • The End of Retirement : Want to keep your house? Never stop working. ( Never stop working. ( Noema ) • Here’s the Proof There’s No Government Alien Conspiracy Around Roswell : Roswell, New Mexico, remains synonymous with the “discovery” of alien life on Earth—and a US government coverup. Stay alive?

Government 211

Government Retirement Economy Sales 211

The Big Picture

NOVEMBER 30, 2023

The Verge ) • We’ve got a data-quality problem : And US economic data is especially important for monetary policy right now. Financial Times ) • Zweig: Charlie Munger’s Life Was About Way More Than Money : Billionaire investor attributed his success to a mix of intelligence, hard work ‘and a lot of luck’.

Education 258

Education Assets Economics Numbers 258

The Big Picture

MARCH 6, 2023

My back-to-work morning train WFH reads: • Silicon Valley Confronts the End of Growth. Silicon Valley could use a reboot. When JPMorgan Chase analysts last year described Chinese internet companies as “uninvestable,” their report helped erase about $200 billion from US and Asian markets. It’s a New Era for Tech Stocks.

Retirement Planning 270

Retirement Planning Transportation Valuation Consulting 270

The Big Picture

SEPTEMBER 21, 2023

My morning train WFH reads: • Peek Inside America’s Largest Privately Owned Company : Cargill’s business model has worked for 158 years. Financial Times ) • The Geography of Working From Home Begins to Shift Again : Remote work was still most common in 2022 in neighborhoods strangely close to the office, but that could be changing.

Retail 258

Retail Sales Management Assets 258

The Big Picture

JANUARY 24, 2024

Successful investors could be looking at a big tax bill from the US government. I’m Barry Ritholtz, and on today’s edition of At The Money, we’re going to discuss using direct indexing to maximize your after tax net. How can you avoid sticker shock when Uncle Sam comes knocking? Equity returns.

Taxes 236

Taxes Portfolio Wealth Management Management 236

Abnormal Returns

APRIL 20, 2024

Autos Why are US roads so dangerous? on.ft.com) Everything that is working against car ownership costs. arstechnica.com) Managing a grid with renewable energy is going to require the use of AI. bloomberg.com) Sleep How working the late shift can affect health later in life. vox.com) How Kernel's AI robot kitchen works.

Food 164

Food Financial Advising Media Transportation 164

The Big Picture

OCTOBER 23, 2023

The US government? ” That poor belief system has disadvantaged America — it has made us economically weaker, prevented the country from performing basic maintenance on its infrastructure, and generally made it a harsher place to live. Note that we undertook much of the work anyway (airports, electrical grid, roads, etc.),

Government 328

Government Economics Taxes Budgeting 328

The Big Picture

MARCH 2, 2023

Housing prices jumped during the COVID-19 pandemic as remote work caused many Americans to reconsider their living situations. Rent prices also rose, with inflation-adjusted median rent growing from $1,163 in 2019 to $1,191 in 2021, according to the US Census Bureau. Data shows that rents rose and dipped between neighboring zip codes.

Marketing 306

Marketing Marketing 306

The Big Picture

JULY 2, 2023

Wall Street Journal ) • Middle America’s ‘doom loop’ Work from home is crushing Midwestern downtowns ( Business Insider ) see also St. The comforting sounds of sidewalk diners and live music that used to hum along with the traffic on summer nights has been replaced by sirens, or silence. (

Ethics 256

Ethics Recruitment Accounting Consulting 256

The Big Picture

JANUARY 2, 2023

Dad’s advice worked out well. He had gone from working at a big law firm to a legal publishing house to what was essentially a law-related tech startup. He became a serial entrepreneur, successfully launching or working at numerous startups. I ran track in high school. Dad’s advice was once again solid.

Startup 344

Startup Accounting Banking Management 344

Abnormal Returns

FEBRUARY 28, 2024

(wsj.com) Economy What is the freight industry tell us about the economy? newsletter.abnormalreturns.com) Mixed media Five insights from Malissa Clark's "Never Not Working: Why the Always-On Culture Is Bad for Business–and How to Fix It." axios.com) Earlier on Abnormal Returns Personal finance links: a healthy relationship with money.

Valuation 240

Valuation Financial Advising Startup Media 240

Abnormal Returns

SEPTEMBER 29, 2023

joincolossus.com) Work Stephen Dubner on the pros and cons of having co-CEOs. (outsideonline.com) Economy Joe Weisenthal and Tracy Alloway talk about climate change and insurance with Melanie Gall is the co-director of the Center for Emergency Management and Homeland Security at Arizona State University. econtalk.org)

Economy 214

Economy Insurance Management 214

The Big Picture

FEBRUARY 18, 2023

That celebrity hype, in turn, helped draw new consumers to crypto — an industry rife with manipulation and fraud, and one that US regulators are now giving more scrutiny in the wake of the collapse of crypto exchange FTX. ( And returning to pre-pandemic work schedules looks like a lost cause. Mondays are a crapshoot.

Economy 249

Economy Numbers Assets Management 249

The Big Picture

SEPTEMBER 15, 2023

CNBC ) • Everyone’s Worrying About China, But the Real Pain Is Coming From the Fed : For many countries, the side effects of higher US interest rates are taking a bigger toll than China’s slowdown. Bloomberg Green ) • Kim Jong Un: The US wants to engage North Korea but doesn’t know how. could hardly have believed possible. (

Wealth Management 255

Wealth Management Management Government Investing 255

The Big Picture

APRIL 7, 2024

Persuasion ) • What I Saw Working at The National Enquirer : Inside the notorious “catch and kill” campaign that now stands at the heart of the former president’s legal trial. ( New York Times ) • Here’s Who Should Pay for Everyone’s Ozempic : The people responsible for getting us into this situation, of course. In others, they aren’t.

Economics 152

Economics Media Government Banking 152

The Big Picture

JANUARY 25, 2023

A Wealth of Common Sense ) • Hedge Fund That Got China Right Sees Risk in US Credit, Stocks : Vantage CIO warns against ignoring drop in new factory orders Ferres sees red flag in tight spreads for US high-yield credit. NYSE says it’s investigating issues with the opening auction. 6 committee’s legacy. 6 committee’s legacy.

Wealth Management 282

Wealth Management Medical Engineering Management 282

The Big Picture

JUNE 3, 2023

He cofounded Tikehau in 2004 with Antoine Flamarion, a colleague at Deutsche Bank, and runs the US division.  This week, we speak with entrepreneur Ramit Sethi, who is the founder and chief executive officer of the online education platform I Will Teach You to Be Rich (IWT ), which attracts more than 1 million readers a month. No Excuses.

Education 328

Education Assets Government Management 328

The Big Picture

FEBRUARY 27, 2023

My back-to-work morning train WFH reads: • How to Print Money : Cash may seem old-fashioned these days — but in much of the world, cash is still king. Wall Street Journal ) see also US Housing Market Posts $2.3 Bloomberg ) • Does Long-Term Investing Work Outside of the United States?

Valuation 278

Valuation Assets Management Marketing 278

The Big Picture

AUGUST 15, 2022

My back-to-work morning train WFH reads: • When is a Bear Market Over? How Remote Work is Shifting Population Growth Across the U.S. How Remote Work is Shifting Population Growth Across the U.S. Henry & Company, working with such legendary traders as John Henry and Paul Tudor Jones. What comes next? Recode ). •

Communication 285

Communication Startup Management Economics 285

The Big Picture

OCTOBER 6, 2022

. • The Climate Crisis Spells Big Business for Carbon Capture : At a recent expo in Houston, innovators claimed they can spare us a global catastrophe—and make billions in the process. Here’s how their work could change the world. ( What Do Dogs Know About Us? Texas Monthly ). Bloomberg ). Road & Track ). The Atlantic ).

Accounting 275

Accounting Planning Marketing Marketing 275

The Big Picture

MAY 26, 2023

Businessweek ) • What US Cities Pay the Most (and Least) for Everyday Jobs : From accountants to nurses to data scientists, the same job can deliver about 50% more pay if you’re willing and able to relocate. Bloomberg ) see also How some people get away with doing nothing at work All hail the jobless employed. (

Startup 257

Startup Manufacturing Accounting Investing 257

The Big Picture

DECEMBER 8, 2023

1 This is significant for two reasons: First, it is a full 5 million more people working today than in January 2020, just before the pandemic struck. Secondly, it is useful to provide context to help avoid denominator blindness. million people quit their jobs each month in the US. in November, from 3.9% Consider that about 3.6

Numbers 258

Numbers Retirement Economy Accounting 258

Million Dollar Round Table (MDRT)

APRIL 14, 2024

Levasseur, CLU, MS Ed Like many financial advisors, we want clients who will show behaviors that make them easy to work for and help us serve them better. We also want those clients to introduce us to more people like themselves. We then ask them to grade us in four areas that mean a lot to them.

Clients 64

Clients Financial Advisor Assets Planning 64

The Big Picture

MAY 3, 2023

At least they told us what they were going to do. Given how much inflation was caused by non-monetary factors – fiscal stimulus, supply chain problems, too few houses , a labor shortage – many of us simply believed the Fed to be jawboning. Jerome Powell & Co.

Economy 353

Economy 353