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…
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…
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.…
Week In Review Articles: The WSJ: Trump Signs Spending Bill, Ending Longest Government Shutdown In U.S. History The WSJ: U.S. Stocks End the Week With Gains The WSJ: Fed Officials Weigh Earlier-Than-Expected End To Bond Portfolio Runoff The WSJ: China’s Annual Economic Growth Rate Is Slowest Since 1990 The WSJ: Home Sales Dropped in December; Price Increases Slowed The WSJ: No Pay Stub? No Problem. Unconventional…
The Wall Street Journal: John C. Bogle, Founder of Vanguard Group, Dies at 89 The Wall Street Journal: WeWork’s CEO Makes Millions As Landlord To WeWork Kyle Moore, CFP®: Don’t Be A “Christmas Card” Investor The Belle Curve: Health Insurance, An Untold Story Morningstar: 11 Tax Deductions You Can Still Take Chemark: Gotta Be In It To Win It Humble Dollar: Subtraction Mode Beyond Finances…
Week In Review Articles: The WSJ: John C. Bogle, Founder of Vanguard Group, Dies at 89 The WSJ: Stocks Climb As Fears of Economic Slowdown Subside The WSJ: Germany’s Sharp Slowdown Fans Fears That China Woes Are Spreading The WSJ: Netflix Raises Prices On All Of Its Subscription Plans Mixtape A Wealth Of Common Sense: Putting In The Reps “There’s no singular path to…
We all have our own stories of how John Bogle impacted our investment beliefs, careers, and lives. As I read all of the tributes, some of which I’ve included below, I realized I was robbed of the opportunity to get to know Bogle early in my career because of the limitations on the investments I could use by my employers–Vanguard…
The Irrelevant Investor: Buy Low, Buy High Financial Panther: You Don’t Need To Start Your Career In Your 20s Humble Dollar: Never Retire Fat-Tailed And Happy: Dividend Investing Is Bizarre The WSJ: Vanguard Won’t Let Investors Trade These Popular—But Controversial—Products The WSJ: Golf-Home Owners Find Themselves In A Hole Bitsbox Jeni’s Ice Cream Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you…
Week In Review Articles: The WSJ: Shutdown Set to Eclipse Longest in Modern History The WSJ: White House Aides Explore Alternative Ways to Pay for Border Wall CNBC.com: IRS Confirms Tax Season Will Start Jan. 28, Despite Government Shutdown The WSJ: Stocks Slip but Close Week With Gains The WSJ: Fed’s Powell Affirms Flexible Rate Outlook The WSJ: Slack Plans to Follow Spotify on Unconventional IPO…
In this post-workout episode of Talkin’ Shop, Rockie Zeigler, CFP® and I continue our conversation from the previous episode with Isaiah Douglass, CFP®. I asked Rockie to share a little more about his firm, the type of clients he typically works with, and some of the common planning mistakes he sees. This episode is called “Common, but not so common, planning…