Weekly Mixtape for October 28th, 2017

Every Saturday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time.

It’s been an exciting week for our family as we await Baby Boo’s arrival; we’ve begun calling him this because his due date is on Halloween. I thought for sure he would have made his appearance by now, but we continue to wait, excited to meet him. I can promise you this though, next week’s mixtape will have a picture of him with his brothers because we will be at the hospital November 3rd at 5:00 AM for my wife to be induced, if necessary.

Here are this week’s reads…hope you enjoy!

Chief Investment Officer: ESG Investing Is Here To Stay I’ve held this belief for awhile, and the more time I spend in the ESG world the more I see this space as a tremendous opportunity–the chance for average investors to potentially impact business in a positive way while growing their capital. One of the biggest hurdle ESG investing will have to overcome is education–I am under the impression most investors are not aware of the opportunities to invest along, or at least more closely to their values. I am excited to continue to this part of RLWM’s offering grow.

A Teachable Moment: The Money People I love the innocence of children! Tony’s post came across my radar at the perfect time; I had just shared an idea I had with my wife about interviewing Roman and Leo about different finance-related topics and recording the conversations to create a vlog series. My hope is the vlogs will encourage parents to start talking about finances and educating their kids about money at an early age. This post reaffirmed my desire to sit down with the boys for some videos.

Peter Lazaroff: Spending Too Much? Here’s What To Do We can all find ways to save more, and Peter gives some good tips.

Corey Hoffstein via Newfound Research: Would You Invest In A Coin Flip? It’s technical, but once you make it to the summary, it will all make sense. Corey always does a great job taking his technical writing and explaining it in a concise manner at every end–you don’t have to be a genius to appreciate his work!

The Reformed Broker: The Only Metric That Matters The financial advisors who understand this will be around for a long time; if you’re an advisor reading and you are not approaching your business focusing on retention, it’s time to re-evaluate your long-term goals. If you are a client reading and you don’t feel your advisor has this approach to your relationship, it’s time to re-evaluate your future with your advisor. Financial planning at its core should be about building long-lasting relationships–advisors understanding their clients’ values and goals, doing what is best for their clients, communicating throughout the process, and eventually creating a relationship that extends past business…at least that’s what I think.

All About Your Benjamins: Why You’ll Find Me On Twitter Twitter has been and will continue to be irreplaceable in my business, but probably not for the reasons you may think.




Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.