Mixtapes

Weekly Mixtape For June 13th, 2021

Week In Review Articles The WSJ: U.S. Inflation Is Highest in 13 Years as Prices Surge 5% The WSJ: Forget Going Back to the Office—People Are Just Quitting Instead The WSJ: Cryptocurrency Comes to Retirement Plans as Coinbase Teams Up With 401(k) Provider The WSJ: Winning Ticket to Join Jeff Bezos in Space Costs Nearly $30 Million in Blue Origin Auction Skill for foundation,…

Continue Reading

Mixtapes

Weekly Mixtape For June 6th, 2021

Week In Review Articles The WSJ: Jobless Claims Drop to Another Pandemic Low The WSJ: Hiring Picked Up in May but Lagged Behind Broader Recovery The WSJ: Summer Job Market for Teens Is Sweet The WSJ: AMC Leads Meme Stocks on a Wild Ride The WSJ: United Plans to Buy 15 Supersonic Planes The WSJ: Overdraft Fees Fell in the Covid-19 Economy Reduce your desires, especially…

Continue Reading

Bigger Picture, Financial Planning

Build The Addition

Today was one of those days that remind financial advisors how personal our business really is. This morning I received a phone call informing me that one of my long-time clients had a massive heart attack and died on Tuesday. He was on an RV trip out west with his wife and friends–one minute he was taking a picture and…

Continue Reading

Onramp Invest

One Rope–Onramp Launch Day

This past Tuesday was one of the most memorable days of my career. I made my first post-Covid flight to San Diego early Monday morning to be at Onramp Invest HQ for the official launch of our platform for financial advisors. As a company that is structured much like blockchain technology, decentralized, Launch Day was the first time most of…

Continue Reading

The Pursuit

The Pursuit–Technical Difficulties

Well, technical difficulties got the best of me this week. First, my podcast recording software, Riverside.fm, didn’t like me using my Canon EOS RP as a webcam and I got a short term ban due to putting too much strain on my recording studio–at least that’s what I was able to interpret. So instead of recording, Dasarte Yarnway and I…

Continue Reading

Mixtapes

Weekly Mixtape For May 9th, 2021

  Week In Review Articles The WSJ: U.S. Employers Added 266,000 Jobs in April as Hiring Slowed The WSJ: Millions Are Unemployed. Why Can’t Companies Find Workers? The WSJ: Yellen Says She Isn’t Predicting Higher Interest Rates The WSJ: Americans Can’t Get Enough of the Stock Market   Before you take great leaps forward, before you see a radical shift in your mindset, before…

Continue Reading

Onramp Invest

First Week At Onramp

I just completed my first week as VP of Marketing and Brand at Onramp and I can assure you all of the excitement around this company is real…very real. I thought I’d share some of what has me excited: Start-up life. After experiencing the excitement of a start-up, I’ve confirmed that I thrive in organized chaos—running RLS, launching the AGC™,…

Continue Reading