Mixtapes

Weekly Mixtape For May 19th, 2018

Week In Review Articles: The Wall Street Journal: Gambling Firms Race To Expand After Limits Are Lifted On Sports Betting The Wall Street Journal: Small Caps Set New Highs, Outpacing Their Multinational Peers   Mixtape: The Reformed Broker: Three Uncelebrated Edges “But the advisor’s job is not to enter the clients’ accounts into a performance derby and race against all other…

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Blockchain and Cryptocurrency, Investing, Millennials

Diversify Those Crypto Gains

For most retail investors the hype around cryptocurrencies appears to have calmed down, which shouldn’t come as a surprise given how many caught FOMO and bought when Bitcoin was at $19,000. But, the 4th annual Consensus Blockchain Technology Summit, which kicked off Monday, tells a different story. For the individuals working in cryptocurrencies and Blockchain, the excitement hasn’t died down–it’s…

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Mixtapes

Weekly Mixtape For May 12th, 2018

(Next week I’ll use my camera instead of iPhone so the video is full screen–lesson learned!!) Week In Review Articles: Wall Street Journal: U.S. Consumer Sentiment Held Steady In Early May Wall Street Journal: Trump Withdrawals U.S. From Iran Accord Wall Street Journal: Pension Funds Still Making Promises They Probably Can’t Keep Mixtape: The Reformed Broker: You Are What You…

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Whiteboard Series

Whiteboard Series: Stagflation

Throughout the Whiteboard Series and Week In Review videos, we’ve spent time discussing The Federal Reserve and its efforts to manage inflation. As we see inflation beginning to rise, you might begin to hear people talk about stagflation. It’s been a long time since the U.S. has experienced stagflation–most of you probably weren’t alive when it ran rampant in the…

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Mixtapes

Weekly Mixtape For May 5th, 2018

Week In Review Articles: Wall Street Journal: U.S. Jobless Rate Falls Below 4% For The First Time Since Late 2000 Wall Street Journal: Fed Holds Rates Steady, But Indicates Increases Will Continue Wall Street Journal: Theranos Cost Business and Government Leaders More Than $600 Million Investors Business Daily: Warren Buffett’s Berkshire Hathaway Now Owns Nearly 5% Of Apple Stock Mixtape: The…

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Whiteboard Series

Whiteboard Series: Control What You Can Control

In financial planning there are really only a few variables that individuals actually have control over; interestingly enough, it’s the other variables (out of our control) that attract the majority of the attention. In this episode of the Whiteboard Series, Leo joins me to discuss why you should focus on what you can control and what areas of your financial…

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Financial Planning, Millennials

Peer Pressure

“Without 40, Oli, there’d be no me. Imagine if I never met the broksies.” -Drake, ‘God’s Plan’ Drake credits much of his success to his friends, especially Noah “40” Shebib and Oliver “Oli” El-Khatib; both have played critical roles in Drake’s rise to become one of the most popular artists right now—Noah on the music side of things and Oliver…

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Mixtapes

Weekly Mixtape For April 28th, 2018

Week In Review Articles: The New York Times: Korean Set The Table For A Deal Trump Will Try To Close The Wall Street Journal: Growth Cooled In First Quarter As Consumers Reined In Spending The Wall Street Journal: Wells Fargo’s 401(k) Practices Probed By Department Of Labor Mixtape: What Works On Wall Street: How To Arbitrage Human Nature “But while we…

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Whiteboard Series

Whiteboard Series: Backdoor Roth IRA

As many Millennials begin to see their incomes rise, they are beginning to the phaseout of being able to contribute to one of the most powerful investment vehicles around–the Roth IRA. I’m surprised how few people are aware of the backdoor Roth IRA strategy which until the most recent tax bill was technically a loophole. But it now has received…

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