Verdad Capital: Do MBA’s Make Better CEO’s? Cullen Roche: The Counterproductive Nature of Annual Forecasts Brendan Mullooly: The Rashomon Effect: What To Do WIth Narratives The Irrelevant Investor: The Hardest Problem In Finance Bloomberg: Robinhood Will Offer Checking Service Promising 3% Interest Overcast My Dad’s Friendship With Charles Barkley NPR’s How Built This Podcast With Guy Raz Disclaimer: Nothing on…
Week In Review Articles: The WSJ: Sharp Decline Puts Dow in Correction Territory The WSJ: Slower Overseas Growth Fans Worries on U.S. Expansion The WSJ: U.S. Consumer Prices Flat in November, Posing Dilemma for Fed The WSJ: Federal Judge Rules Affordable Care Act Is Unconstitutional Without Insurance-Coverage Penalty Mixtape: Morgan Housel: Rational vs. Reasonable “My theory is that most investment models maximize for risk-adjusted returns,…
Last month I took a quick overnight trip to NYC to meet with a number of other financial advisors I respect, friends in the business, and go to dinner with a mentor. It was a quick, but memorable trip; I learned some new things from my friends, made a few new connections, and received a lot of needed wisdom and guidance…
The Wall Street Journal: When Your Neighbors Move In to Your Investment Portfolio Forbes: Exotic ETFs: 11 Funds For When Tracking The S&P 500 Isn’t Good Enough Rad Reads: What To Do If Your Spouse Works Too Much The New York Times: One Top Taxpayer Moved, And New Jersey Shuddered A Wealth Of Common Sense: Your Household CFO Bloomberg: Madoff’s Victims Are Close…
Week In Review Articles: The WSJ: Dignitaries Gather in Washington for George H.W. Bush’s State Funeral The WSJ: Hiring Slows as Wages Grow, Unemployment Holds at Multidecade Low The WSJ: Fed Weighs Wait-and-See Approach on Future Rate Increases The WSJ: OPEC, Russia Strike Deal to Cut Oil Production The WSJ: Congress Passes Temporary Spending Bill The WSJ: Dow Tumbles Nearly 800 Points as Trade Jitters Return…
In January I started All About Your Benjamins The Podcast with no real expectations. I was a huge fan (and still am) of Patrick O’Shaughnessy’s Invest Like The Best and I decided I wanted to do the same thing. So, after some Google searches, multiple views of a Pat Flynn How-To video series, and some practice runs I launched the…
There is no shortage of stories of professional athletes going bankrupt or being taken advantage of by financial advisors, and my guest Amobi Okugo is determined to change those narratives. Amobi is a professional soccer player in the MLS (fun fact: he went pro after his freshman year at UCLA) and the founder of A Frugal Athlete, which is his…
My friend Billy Cardwell, CFP®, founder of Aurora Financial Strategies, and I had no idea what our topic for this episode for Talkin’ Shop was going to be prior to getting together to compare notes on what we’re doing in our businesses and with our clients. While we were talking, the subject of not having a minimum asset level came…
The Wall Street Journal: Bogle Sounds A Warning On Index Funds Pragmatic Capitalism: John Bogle Is Wrong About Index Funds A Wealth Of Common Sense: The Stock Market Doesn’t Care About You The Belle Curve: Money Scripts A Wealth Of Common Sense: The Biggest Myth In Retirement Savings Morgan Housel: Selfish Writing The New York Times: We Went To A…
Week In Review Articles: The WSJ: George H.W. Bush, America’s 41st President and Father of 43rd, Dies The WSJ: U.S., China Explore Deal as Leaders Meet at G-20 Summit The WSJ: Fed Chairman’s Remarks Spark Market Rally / The WSJ: Fed Minutes Signal December Rate Increase Likely, But Less Certain Path Next Year The WSJ: Oil Suffers Worst Monthly Drop Since 2008 The WSJ: Home-Price Gains Continue…