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3, 2, 1…go!

The CrossFit Open is upon us! For CrossFit junkies, today is the day we’ve been anticipating for almost a year. For non-CrossFitters, today is just another day…February 25th, 2016.  But for CrossFitters, it’s the start of an opportunity to see our improvements over the last year of workouts, along with the weaknesses we need to improve upon. If you’re not…

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The Weekly Mix (2/14/2016-2/20/16)

I’ve always enjoyed creating mix tapes…I have books, and now my iTunes, filled with my personal mixes.  In the spirit of my DJ alter-ego, I’ll be putting out a weekly mix of my favorite article and posts…think of it as a reader’s mix tape. 2/14/2016-2/20/2016

Estate Planning, Financial Planning, Insurance, Millennials

Neglected Areas of Millennials’ Financial Plans

  Quick, what’s the first topic you think of when you hear “Financial Advisor”? Investments? Retirement? It’s not uncommon to meet with a new client, and the first topic of conversation is the stock market, their investments, or something related to retirement planning. While I spend a significant part of my time analyzing investments and developing retirement plans, those are…

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Investing

A Friendly Reminder…

  Investing carries risk. If you have forgotten this, the beginning of 2016 has served as a reality check. In order for us to expect long term growth in our investments, we must play the rules of the game. Those rules state that in order to have the opportunity of gains, we have to accept periods of no growth, or…

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A Few Good Reads

  It was a busy week in the markets, the U.S. economy, the global economy, and hip-hop. Below are a handful of good posts from around the blogosphere. Check them out for some highlights from the week. Wall Street Journal: Income for Recent Graduates the Highest in Over a Decade   Good news for recent and soon to be graduates. Time…

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Investing

A Voice Of Reason On CNBC

Finally, a voice of reason on the set of CNBC today. If you follow me on Twitter, or have read some of my other blog posts, you might be familiar with Josh Brown–a New York based financial advisor, not the NFL kicker. In addition to being a financial advisor, he has a well-read blog, The Reformed Broker, writes for numerous…

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Investing

Does A Declining Market Always Mean Recession?

“Investors have become conditioned to assume that every stock market sell-off lines up perfectly with a financial crisis. While you can never rule out a full-blown panic because of investor emotions, reflexivity, or an unexpected event, we don’t have to experience a 2008-level crisis every time there’s a correction or bear market.” -Ben Carlson, A Wealth of Common Sense Blog…

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What Other Advisors Are Writing

I’ve highlighted a few posts from other financial advisors that provide a different perspective to the current market activity than you are getting from traditional forms of media (think CNBC). Rather than being concerned with getting clicks and ratings, these authors are writing with the intent to educate and help the average investor make sense of what is happening. I…

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Investing

What A Time To Be Investing (Part II)

In my previous post, I described how the recent improvements in the investment world have provided greater opportunities for the individual investor, making it a great time to be investing. In case you missed Part I, feel free to click here and catch up. For some, the reasons discussed in Part I may allow them to handle their own planning and investments.…

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