Financial Planning

Goals, Mission, Purpose, and The Good Life

The future of financial planning, as I’ve shared before, is going to extend beyond crunching numbers for retirement. The future of financial planning is going to focus on helping clients align their finances with their values—and that future is here. This week’s visual, inspired by Jack Butcher at Visualize Value, illustrates the process of aligning your goals with your mission,…

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Financial Planning

Getting A Good Start For Young Professionals

My colleague, Thomas Kopelman, created this great infographic for his blog post today–if you’re a young professional (or anyone getting a fresh start on improving your finances) be sure to head over to his blog to see how this actually plays out, but before you do here are a few additional thoughts I wanted to share: Not only does building…

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Mixtapes

Weekly Mixtape For July 5th, 2020

Week In Review Articles The WSJ: U.S. Coronavirus Cases Hit New Single-Day High Ahead of July Fourth Weekend The WSJ: U.S. Unemployment Rate Falls in June; Jobless Claims Down 55,000 in Week The WSJ: U.S. Stocks Finish Best Quarter in More Than 20 Years   2020 still has a chance to be your most meaningful, most productive, most important year. If you… -focus…

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Bigger Picture

Investment News 40 Under 40

For as long as I can remember I’ve always looked forward to checking out the Investment News 40 Under 40. For me, it has always been motivating to see the impact other financial advisors (and leaders in Fintech and financial services) have had on our profession, and not only has the 40 Under 40 issue been motivating, but it has…

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Bigger Picture

Lazy Weekends

This weekend I was the “laziest” I’ve been in recent memory—I laid on the couch with the boys, we watched multiple movies, we took naps, I watched them play Fortnite, I squeezed in some yoga and weights, and we all just hung out enjoying each other’s company. It. Was. Great. Instead of our usual chaotic weekend filled with running to…

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Mixtapes

Weekly Mixtape For June 28th, 2020

Week In Review Articles The WSJ: U.S. Coronavirus Infections Hit Another Daily Record The WSJ: U.S. Stocks Fall More Than 2%, End Week Lower The WSJ: U.S. Initial Unemployment Benefits Steady at 1.5 Million in June The WSJ: Fed Stress Test Finds U.S. Banks Healthy Enough to Withstand the Coronavirus Crisis The WSJ: Wirecard’s Former CEO Markus Braun Is Arrested We win by helping each…

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Bigger Picture

Talking Allyship on The Minority Money Report Podcast

Click Here To Listen To This Week’s “We Need To Talk” Series On The Minority Money Report Emlen Miles-Mattingly’s “We Need To Talk” series on his podcast The Minority Money Report has been phenomenal. I’ve listened to each of the episodes leading up to this week’s, which I was honored to participate in. Emlen is doing a fantastic job facilitating…

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Mixtapes

Weekly Mixtape For June 21st, 2020

Week In Review Articles The WSJ: US Retail Sales Rose Record 18% In May The WSJ: Powell Says Despite Signs of Stabilization, Risks of Long-Term Economic Damage Are Significant The WSJ: Fed Will Amass Corporate Bond Portfolio Using Index Approach The WSJ: Investors Approaching Retirement Face Painful Decisions “If you don’t like the road you’re walking, start paving another one.” – Dolly Parton…

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