ESG, Mixtapes

Weekly Mixtape for June 9th, 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. This week’s mixtape is dedicated to ESG Investing. As I continue to develop my ESG strategy for my firm, I continue to get more excited about the opportunity for investors to have more of an…

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Bigger Picture, Financial Planning

Trust Your Process

“You must build up your life action by action, and be content if each one achieves its goals as far as possible–and no one can keep you from this. But there will be some external obstacle to acting with justice, self-control, and wisdom. But what is some other area of my action is thwarted? Well, gladly accept the obstacle for…

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Bigger Picture, Financial Planning

No More Excuses…

If you haven’t started a plan to reach your financial goals, what’s stopping you? I’ve already put to rest the “I don’t have enough assets for an advisor” and “I don’t need to be planning yet” defenses here and here, so those can’t be the reason.  So what’s keeping you from meeting with a financial advisor? Embarrassment and denial.

Mixtapes

Weekly Mixtape for June 2, 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 may have been a short week, but there was no shortage of content this week, so let’s get into it…

Vlog, Whiteboard Series

Whiteboard Series: Tax Loss Harvesting

Roman and Leo decided to help me out with today’s Whiteboard Series video. In episode #7 we discuss the basics of tax loss harvesting. I mention this in the video, but to be safe, please consult your financial advisor and/or tax professional before evaluating, or implementing this strategy in your portfolio. In case your interested in my T-Shirt here’s the…

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Mixtapes

Weekly Mixtape for May 26, 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. I’m cutting it close with this week’s mixtape…getting it done just a little before midnight, but it will still be replaced on Friday! I’ve got a good excuse though: I left work a little early…

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ESG, Investing, Vlog, Whiteboard Series

Whiteboard Series: ESG Investing

Today we’re talking about ESG investing. In addition to today’s video, I’ve included the link the the ESG page on the blog so you can read more about the investment strategy. Stay tuned, because more will be coming.   All About Your Benjamins: ESG Page Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your…

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Bigger Picture, Investing, Millennials

Money and Happiness

Does more money bring greater happiness? Logic would suggest yes; after all, we all talk about what we would do if we had more money, but science suggests otherwise. According to science, more money brings more happiness, but only up to a certain point. This is a very intriguing phenomenon, and if you are interested learning more, check out the…

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Millennials, Vlog, Whiteboard Series

Whiteboard Series: Dollar Cost Averaging

Today we’re going to cover one of the basics of saving and investing: Dollar Cost Averaging.     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 disclaimers page.