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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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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Financial Planning, Millennials

My Crew Rolls Deep

Well, it’s not a crew in the sense we all work together. In fact, members of the XY Planning Network, work independently from each other, but we are a crew, nonetheless–a crew of over 500 financial advisors. We all have our own firms, serve different clients, but are all connected by a common characteristic: the desire to help young professionals…

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Bigger Picture, Financial Planning, Millennials

Financial Planning Isn’t a Dance

“The art of living is more like wrestling than dancing, because an artful life requires being prepared to meet and withstand sudden and unexpected attacks.” -Marcus Aurelius, Meditations, 7.61 as found in The Daily Stoic September 20th reading. I used to work for an advisor whose favorite line was, “financial planning is an art, not a science”; I’ve always liked that quote,…

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Financial Planning, Millennials, Vlog

A Rant On Millennials and Savings

This morning I read an article about how Millennials have a harder time saving than their parents, and I wanted to talk about it. Side note: The Millennials I work with have no problem saving, so I know it is possible!   CNN Money: It’s Not Avocado Toast: It’s Actually Harder For Millennials to Save Money Time: New College Grads Could…

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