This week on the podcast – it’s the season finale of the Compound Show! We’ll be back this summer with something big, everyone’s hard at work behind the scenes building something new. For now, I just want to say thanks for listening, rating, reviewing, sharing, commenting and making this show a part of your weekly […]
Seventeen new families make up the first Milestone Rewards class of 2021
One of the best projects I’ve ever worked on in this industry is the creation and implementation of our Milestone Rewards program. In September 2015 we announced that we would be reducing our fees for clients who’d qualified by remaining loyal to their own financial plans over the course of their first 36 months with […]
The Spending Surge
[embedded content] Subscribe! Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Return to Manhattan? – “I could find few people, including myself, who think we are going to go back to the […]
Sorry my family office crashed the Nasdaq.
We here at Joshua M. Brown Family Office + Capital Management are extraordinarily apologetic at this time. In no way did we think the highly reasonable 20:1 leverage ratio on our concentrated technology bets would impact others. As an ESG-centric investment organization, daily engaged in all manner of online virtue signaling (please see our Medium […]
Boomers Got the Vax
[embedded content] low key this a legit slap. Lmao
Wall Street legend Joe Moglia’s next act, Bill Sweet on President Biden’s tax proposals
photo credit: RANDALL HILL FOR THE SUN NEWS Joe Moglia went from being a college football coach to Merrill Lynch’s top producer in the world to the Chairman of TD Ameritrade. And then, when the opportunity presented itself, he returned to his coaching roots and took over Coastal Carolina’s football program. Now he’s back in business, […]
The Telehealth Revolution with Andrew Dudum (Hims & Hers Health) and Frankie Stella (Precision Pharmacy)
Josh here – On today’s show, I practically beg you to stop crying over 10-year Treasury yields. The answer to rising rates is the same as the answer to falling rates. I will repeat it until it sinks in. I talk to Andrew Dudum, the founder and CEO of Hims & Hers Health (HIMS, NYSE) […]
Tax-News.com: UK Issues Guidance On New Stamp Duty Surcharge On Non-Residents
HM Revenue and Customs has recently issued new guidance on the Stamp Duty Land Tax (SDLT) on non-resident buyers of residential property in England and Northern Ireland.
How to get non-advisor jobs at financial advisory firms
Today at 5pm, we’ll be discussing this topic with some of the most well known entrepreneurs and firm owners in the RIA space. At Ritholtz Wealth, we’re in the process of hiring a staff accountant and a creative media producer. These are not financial advisory roles but we are, obviously, a registered investment advisor firm. […]
Beanie Baby Flashbacks
I know I know it’s not the same this time. But still…consider the parallels. [embedded content]