Investing, Whiteboard Series

Whiteboard Series: Market Corrections

There’s been plenty of conversation about a stock market correction in the financial media as of late, and rightfully so–it’s been awhile since we’ve had a correction, North Korea’s shenanigans, hurricanes, wild fires and D.C. are all good reasons for a market correction. In today’s episode, Leo and I talk about what a market correction is, how often they occur,…

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Mixtapes

Weekly Mixtape for September 1st, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. The streak has been broken–I missed my first Friday posting a mixtape; I have a good excuse though: catching up from spending the week at the XY Planning Network annual conference. When you’re a solo…

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Financial Planning, Millennials

#XYPN17 Day 3

The third and final day of #XYPN17 is complete; we were back to breakout sessions to focus on improving the business aspect of our firms–it was compliance and efficiency through processes and workflows for me. Other advisors learned about niche marketing, growth through acquisition, behavioral economics, and a variety of marketing approaches. As I told you in my previous posts,…

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Financial Planning, Millennials

#XYPN17 Day 2

Day 2 of #XYPN17 started bright and early (5:45 AM) at the T. Boone Pickens YMCA with 7 other XYPNers for a couple games of pick up. I’ve never been to a conference where an organized game of basketball was a part of the agenda–the XY Planning Network prides itself on the conference being an “unconferencey” conference–meaning it’s not a…

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Financial Planning, Millennials

#XYPN17

I’ll be spending the next few days in Dallas with nearly 500 advisors from across the country at the 2017 XY Planning Network Conference. We’ll be discussing how we can better serve our clients, specifically younger professionals. One of the cool things about this conference is while technically we are all “competitors”, you would not be able to tell by…

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Mixtapes

Weekly Mixtape for August 25th, 2017

Every Friday 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 a busy week as I prepare to head to Dallas next week for #XYPN17, which is the annual conference put on by the XY Planning Network. I’ll be Tweeting, IG’ing, and blogging from…

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Investing

It’s Not (Totally) Your Fault You’re A Bad Investor

According to the famous Dalbar Study (see chart below), the average investor significantly underperforms the S&P 500, a balanced 60/40 portfolio and even a fairly conservative 40/60 portfolio. The causes for the underperformance are often self-inflicted, but well-intentioned. Nonetheless, they result in poor performance and a frustrating investment experience. My wife and I teach our boys they are responsible for…

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Mixtapes

Weekly Mixtape for August 18th, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. In the Hoosier State summer is officially over; the calendar might say there are a few weeks left, but school is back in session across the state and the Indiana State Fair is about to…

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ESG, Investing, Millennials

ESG Investing: If Only It Were Simple

It’s been awhile since I’ve written about ESG investing–don’t worry, I haven’t forgotten about the movement. I’ve been taking my time and reading as much as I can about the investment philosophy, it’s pitfalls, and different approaches to implementing it within a diversified investment strategy. After all, the end goal of my research is to develop portfolios for my clients…

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Mixtapes

Weekly Mixtape for August 11th, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Another big week in my house, the first day of school for Roman. Last week we celebrated his 7th birthday, and this week he’s off to first grade. And yes, I know what you’re thinking–school…

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