Mixtapes

Weekly Mixtape For October 27th, 2018

Week In Review Articles: The WSJ: U.S. Economy Grew at 3.5% Rate in Third Quarter The WSJ: U.S. Stocks Slump on Tech Worries Mixtape: A Wealth Of Common Sense: Martin Short’s Nine Categories For Self Evaluation “Money and career are important but they’re not everything.” The Irrelevant Investor: All You Need To Do To Finish Rich ” I’m all for finding ways to save more…

Continue Reading

Investing

Josh Brown and Michael Batnick: “Bear Markets Suck”

“Bear markets happen because people are selling their stocks.” -Michael Batnick For good reason, there has been a lot of focus on the markets the last couple of weeks; volatility has picked up, larger sell-offs have been seen, beloved companies have been hammered, and the gains for the year have been erased in the U.S. markets in a short period…

Continue Reading

Talkin' Shop

Talkin’ Shop: Adam Cmejla And An Advisor’s Value

The value provided by a financial advisor is much greater than what shows up on a quarterly investment report. The trouble with trying to measure a financial advisor’s value is it’s not easy to measure and it’s also not necessarily easy for clients to identify. I asked my good friend Adam Cmejla to join me for a conversation about what…

Continue Reading

Reversion To The Mean Podcast

Reversion To The Mean Ep. 017: Mega Billions

iTunes Episode 17: Mega Billions Show Notes: The Belle Curve: Mega Billions Business Insider: My Portfolio Just Lost $75,000 MarketWatch: At A Time Of Market Volatility, Beware Of Rogue Advisers Who Play On Your Fears Humble Dollar: Reality Check Morgan Housel: Haste Makes Waste Jason Zweig: You’re A Bad Investor? That Can Be Good The Wall Street Journal: You Want 20% for…

Continue Reading

Mixtapes

Weekly Mixtape For October 20th, 2018

Week In Review Articles: The WSJ: Dow Closes Higher on Strong Earnings Reports The WSJ: U.K.’s May Urges Europe to Use Creativity to Break Brexit Impasse The WSJ: Canada’s Legalization of Marijuana Offers a Test Case for Other Countries The WSJ: Sears Closing Stores Is a Blessing for Some Landlords, a Curse for Others Mixtape: A Wealth Of Common Sense: How To Stay In…

Continue Reading