Mixtapes

Weekly Mixtape For March 31st, 2018

Week In Review Articles: CNBC: Good Riddance To The First Quarter Wall Street Journal: U.S. Annual Inflations Posts Strongest Increase In Nearly A Year Bloomberg: Walmart-Humana Sounds Wild, But Makes Sense Wall Street Journal: Bitcoin’s First-Quarter Play: Falling Back To Earth Mixtape A Teachable Moment: Ring Life’s Bell “I want our clients to ring their own bell. Conquering their fears and overcoming…

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Whiteboard Series

Whiteboard Series: Consumer Price Index (CPI)

It’s spring break and the boys, well two of them, decided to join me for a new Whiteboard Series video. We’ve been hearing a lot about the Federal Reserve raising interest rates to keep inflation in line; the last Whiteboard Series video covered what is meant by a hawkish and dovish Fed. Today, Roman and Leo help me explain another…

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Fitness

CrossFit Open 18.5…The End Is Here

Your weekly CrossFit open update is here: Workout 18.5 As Many Rounds As Possible (AMRAP) in 7 minutes 3 Thrusters (100#), 3 Chest-To-Bar Pull-ups 6 Thrusters, 6 Chest-To-Bar Pull-Ups 9, 12, 15…… 18.5 was a repeat of 11.6 (a workout done in the 2011 Open); I had not started my CrossFit journey until late 2011, so I didn’t have a…

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Podcasts

All About Your Benjamins The Podcast Ep. 010: Dollar-Cost Averaging or Lump Sum Investing With Nathan Faber

The tenth episode of All About Your Benjamins The Podcast welcomes yet another member of the Newfound Research crew. I’m joined by Nathan Faber, Vice President of Investment Strategies, to discuss a paper he recently wrote comparing a dollar-cost averaging strategy with a lump sum investment strategy. You might be surprised to learn which strategy the research suggests is optimal.…

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Mixtapes

Weekly Mixtape For March 24th, 2018

Week In Review Articles: CNN: Trump Hits China With Tariffs, Heightening Concerns Of Global Trade War Wall Street Journal: Donald Trump Signs Spending Bill After Threatening To Veto It Wall Street Journal: How Facebook’s Past Data Policy Has Come Back To Haunt It Wall Street Journal: U.S. Stocks End Worst Week In Years Mixtape The Irrelevant Investor: The Easy Pickings “The smartest…

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Financial Planning

Get To Know Your Advisor

@jus10castelli I have enjoyed reading your blog and your tweets. Perhaps I have missed it along the way, but in follow-up to today’s tweet about working with an advisor, what questions should a first timer ask a potential advisor? I’m interested, but also a bit clueless. — Justin Gingerich (@JDGingerich) March 19, 2018 My post last week about the different…

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Financial Planning

Misconceptions Of Working With A Financial Advisor

“Don’t cheat yourself, instead treat yourself” -Richie Rich “Rather Be Ya…” from 2Pac All Eyez On Me (Disc 2) Traditional financial services companies have convinced the public that financial planning and advice are reserved only for the wealthy; without substantial assets to invest or a high income, there is no need for a financial advisor. This message has been so ingrained…

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Mixtapes

Weekly Mixtape For March 17th, 2018

Week In Review Articles: CBS Sports: No. 16 UMBC Upset No.1 Virginia And March Madness Will Never Be The Same Bloomberg: Consumer Sentiment In U.S. Jumps To Highest Level Since 2004 Wall Street Journal: Attorney General Fires Ex-FBI Deputy Director Andrew McCabe Who Was Set To Retire Sunday Wall Street Journal: Justice Department Widens Wells Fargo Sales Investigation To Wealth…

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