Investing

Inside ETFs 2019 Recap

It’s Friday night, and I’m finally sitting down to write a recap of my time at the Inside ETFs Conference–it’s been a busy couple of days catching up. Earlier this week I spent a few days in Hollywood, Florida with some of the best and brightest in the business. It never ceases to amaze me the quality of people in…

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Mixtapes

Weekly Mixtape For February 9th, 2019

Week In Review Articles The WSJ: U.S. Stocks Slide on Trade Tensions, Global Growth Fears The WSJ: Record Stock Buybacks Draw Fire From Democratic Presidential Hopefuls The WSJ: New England Patriots Win Super Bowl LIII The WSJ: Coke Launches First New Flavor in Over a Decade Mixtape Of Dollars And Data: Even God Couldn’t Beat Dollar Cost Averaging ” If you know when you are…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 030: Free Peloton Ad

Clue Heywood Peloton Tweet  & Bonus: Douglas Boneparth: Your Financial Advisor Says You Can Buy A Peloton The Irrelevant Investor: The Economics Of Owning A Home A Wealth Of Common Sense: Planning For The Predictable And Unpredictable Expenses A Wealth Of Common Sense: Selectively Cheap Fervent Finance Tweet Peter Lazaroff: What Designations Should Your Financial Advisors Have? Investment News: Hedge Fund Creates The…

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Mixtapes

Weekly Mixtape For February 2, 2019

Week In Review Articles: The WSJ: Economy Notches 100th Straight Month of Increased Employment The WSJ: Fed Signals Hold on Rate Increases The WSJ: Manufacturers Take a Sales Hit in China The WSJ: U.S. Stocks Post Best January in 30 Years The WSJ: Dozens of Advisers Face Claims of Overcharging for Mutual Funds The WSJ: Polar Vortex Sends Temperatures Plunging; States of Emergency Declared Across Midwest…

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Whiteboard Series

Whiteboard Series: Tax Forms

February is knocking on our door, which means it’s probably time to start thinking about and planning for tax time. If you have investments, there are a number of tax documents you will receive from your custodian, and sometimes they can be confusing, or even scary. In this episode of the Whiteboard Series, I cover the most common tax forms individuals…

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All About Your Benjamins The Podcast

Sector Bias In Portfolios With Lawrence Hamtil (035)

We’ve covered various behavior biases impacting investors’ portfolios, and in this episode, we will explore a new one…one you’ve probably never thought about–sector bias. Lawrence Hamtil, a principal with Fortune Financial Advisors, is one of FinTwit’s top investment researchers and writers, and he has written extensively on this topic. I love having guests who challenge my views on investing and portfolio…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 029: Pay Now, Consume Later

A Wealth Of Common Sense: The Gordon Gekko Of Fyre Festival James Clear Tweet Humble Dollar: Spending Happily The Reformed Broker: Double Your Money The Irrelevant Investor: In Or Out The Wall Street Journal: Investors’ Dash for Cash Adds to Stock Market’s Vulnerability Meb Faber: The Biggest Valuation Spread in 40 Years? The Wall Street Journal: No Pay Stub? No Problem.…

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