Mixtapes

Weekly Mixtape For April 5th, 2020

Week In Review Articles The WSJ: Stocks Suffer Worst Quarter Since 2008 The WSJ: U.S. Employers Cut 701,000 Jobs in March The WSJ: Record 6.6 Million Americans Sought Unemployment Benefits Last Week The WSJ: U.S. Expects Coronavirus Peak in Some Cities Next Week as Global Toll Climbs The WSJ:  Small Business Loan Program Makes Bumpy Start   Give your kids or the kids around you…

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All About Your Benjamins The Podcast

Tim Maloney: Thematic Investing

Technology has brought the average investor greater access to new and different types of investments.  Investors can now invest at lower costs, better tailor their portfolios to their goals and preferences, and even invest in specific sectors and themes. Thematic investing is beginning to gain traction by allowing investors to move from sectors to themes like cybersecurity, cannabis, and e-sports.…

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Mixtapes

Weekly Mixtape For March 29th, 2020

Week In Review Articles The WSJ: Trump Signs $2 Trillion Coronavirus Stimulus Bill After Swift Passage by House The WSJ: Dow Rallies 6.4% After Stimulus Vote The WSJ: Record Rise in Unemployment Claims Halts Historic Run of Job Growth The WSJ: Fed Unveils Major Expansion of Market Intervention   Optimistic post day 10: ✅ Trees need wind to blow against them because it causes…

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Bigger Picture

The Importance Of Mentors (From The Advisor Of Tomorrow)

This morning I wrote a post over on The Advisor Of Tomorrow about the importance of mentors for financial advisors; the reality is, good mentors are important for everyone. We often associate mentors with our professional lives but we can all use mentors in our personal lives as well–parenting, marriage, spirituality, fitness, etc. As I shared the post with my mentors,…

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All About Your Benjamins The Podcast

Phil Pearlman: Building On The Experiences Of Others

It’s been said, “experience is a master teacher, even when it’s not our own.” Phil Pearlman, the Chief Community Officer at StockTwits, has experienced multiple economic cycles, market crashes and recoveries, business successes and failures, and other life events making him a master teacher we can all learn from. In this episode, we briefly touch on current market conditions and…

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Mixtapes

Weekly Mixtape For March 22nd, 2020

Week In Review Articles The WSJ: Bond-Market Strains Keep Traders on Edge The WSJ: Stimulus Talks Hit Snags on How to Provide Assistance to Americans Here we go! Next Wednesday we’re getting proximate to ALL Americans who need financial guidance and healing thoughts. Thank you to @behaviorgap for his time and thoughtful giving in order to make this happen. Please sure the…

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Financial Planning

What To Do With Stimulus Checks

This afternoon the Senate passed the coronavirus relief plan to help small businesses impacted by the social-distancing-forced shutdown of business and set the stage for a larger stimulus package that is rumored to be between $850 billion to over $1 trillion; this is the stimulus plan that is supposed to put checks in the mailboxes of every American. As of…

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Bigger Picture

The Second Best Time To Plant A Tree…

You know that old saying, “The best time to plant a tree was twenty years ago. The second best time is now.”? Well, the same can be said for preventing/containing the coronavirus. Hindsight is still undefeated and we should have moved sooner to combat the spread of the virus, but just like planting a tree, we can’t go back in time…

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