Investing

Berkshire’s Annual Letter: A Lesson In Setting Expectations

I’d be lying if I said I’ve grown up in the profession dissecting Warren Buffett’s annual letters to Berkshire shareholders. It wasn’t until I started writing this blog that I began reading his letters; I didn’t read to find investment tips. Instead, I began to read his letters to learn how to become a better communicator. Not only is Warren…

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Mixtapes

Weekly Mixtape For February 16th, 2020

No Video This Week. Week In Review Articles The WSJ: U.S. Consumer Spending Picks Up, While Manufacturing Declines The WSJ: Credit-Card Debt in U.S. Rises to Record $930 Billion Weekly Mixtape Morgan Housel: History Is Only Interesting Because Nothing Is Inevitable “When you look back at what people said in the late 1920s – their confidence, their clarity, their logic – you can’t…

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Mixtapes

Weekly Mixtape For February 9th, 2020

Week In Review Articles The WSJ: U.S. Stocks Fall, But Post Big Weekly Gains The WSJ: U.S. Economy Added 225,000 Jobs in January The WSJ: China to Cut Tariffs on $75 Billion of U.S. Goods The WSJ: Trump Touts Economy, Ignores Impeachment in State of the Union Speech The WSJ: Brexit Is Done: The U.K. Has Left the European Union Love it. “Inside each and…

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Bigger Picture

Life Lessons From The Pursuit Of Happyness

This year we started a new New Year’s Day tradition…watching The Pursuit Of Happyness. I don’t remember how the idea came to me—I can’t remember if I saw it flipping through YouTube TV or if it just popped in my head, but I found it on Netflix and put it on as I made breakfast for everyone. To my surprise,…

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All About Your Benjamins The Podcast

Jamie Hopkins: SECURE Act 101

Click Here To Listen On Apple Podcasts At the end of 2019, Congress passed and the President signed the SECURE Act which brought potential changes to your financial planning.  I’m fortunate to have been connected with Jamie Hopkins who is a retirement income expert, his Twitter account says so, and an expert in the SECURE Act. He breaks down the…

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Mixtapes

Weekly Mixtape For February 2nd, 2020

Week In Review Articles The WSJ: Dow Drops 600 Points on Global Growth Concerns The WSJ: Brexit Is Done: The U.K. Has Left the European Union The WSJ: U.S. Economy Heads Into 2020 With Steady Growth The WSJ: Impeachment Winds Down With Whimper as Washington Moves On I have a slightly different angle. I ask, “Assume we’re working together. What would success look like…

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Mixtapes

Weekly Mixtape For January 26th, 2019

No Week In Review video or articles this week; I didn’t find anything worth discussing, which isn’t a bad thing!!   I would argue social capital is the most valuable currency on the planet. Invest in personal relationships for the highest return. — Charlotte Geletka #TheAdvisorWarrior (@CharlotteGelet1) January 24, 2020 Weekly Mixtape Morgan Housel: Wealth Is What You Don’t Spend “he…

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Mixtapes

Weekly Mixtape For January 19th, 2020

Week In Review Articles The WSJ: U.S. Stocks End Week at Record Levels The WSJ: U.S., China Sign Deal Easing Trade Tensions The WSJ: Trade War With China Took Toll on U.S., but Not Big One CNBC: US Housing Starts Soar 16.9% In December To A 13-Year High CNBC: US Weekly Jobless Claims Drop Unexpectedly The WSJ: Alphabet Becomes Fourth U.S. Company to Reach $1 Trillion…

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Mixtapes

Weekly Mixtape For January 11th, 2020

Due to a photoshoot and multiple basketball games, there will be no Week In Review vides–luckily, as you can see below, it was a light week of news. Week In Review Articles The WSJ: Dow Industrials Pull Back After Crossing 29000 for First Time The WSJ: Women Overtake Men as Majority of U.S. Workforce The WSJ: U.S. Adds Jobs for 10th Straight…

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