The Registered Investment Adviser is the fastest growing model within the financial planning community; financial advisors are breaking away from traditional investment firms to provide financial planning to more people by using different business models, and I had a couple of friends join me today to talk about their firms. Rockie Zeigler, CFP® is the founder of a newly launched RIA,…
Allow me to share a story of adversity… Five years ago today my wife and I woke up early in the morning to brave icy roads to make sure we were at IU Health Methodist Hospital in Indianapolis; what should have been a less than 30 minute drive took us well over an hour–we had no choice because Ang had…
My friend Ashby Daniels, CFP® is one of the most knowledgeable advisors I know when it comes to retirement planning. Ashby is a financial advisor in Pittsburgh and writes the blog, Retirement Field Guide. If I have any questions regarding a retirement strategy I’m considering, Ashby is who I call to make sure I’m not overlooking anything important. Ashby is located in Pittsburgh and with…
MarketWatch: Trump Says Stocks Had ‘Glitch’ The New York Times: What Should You Do About A Falling Market? Nothing. The Wall Street Journal: Individual Investors Try Not To Panic Over Big Market Gyrations Chenmark Capital Management: Dare To Be Great The Wall Street Journal: Your Cash Is No Good Here. Literally. The Wall Street Journal: She’s Powerlifting at 76 The…
Ah, yes another New Year’s Resolution Mindset post (a few days later than I had planned)…I know people like to make fun of these lists, but that’s ok–you can skip today if that’s you. Like my last post, I’m channeling my inner Barry Ritholtz and writing for an audience of one, but I’m sharing for accountability and in case there…
Last year Franqlin Gatson (and his adorable son Franqlin) joined me on an episode of Talkin’ Shop to talk about his path from college athlete to a personal trainer to eventually a financial advisor. We’ve stayed in touch and I went to his gym this week to have him put me through a workout–he was not easy on me and to…
Week In Review Articles: The WSJ: Trump Considers Declaring National Emergency to Build Border Wall The WSJ: In a Shutdown, IRS Will Take Your Money, but Give No Refunds The WSJ: U.S. Stocks Surge on Powell Remarks, Jobs Report The WSJ: Strong U.S. Job and Wage Growth Provides Assurance on Economy The WSJ: Apple Makes Rare Cut to Sales Guidance The WSJ: Nancy Pelosi Elected Speaker…
Toward the end of December, I was featured in a segment for our local CBS and Fox affiliates about charitable giving. I was asked about the potential impact on donations due to the changes in the tax laws, primarily centered around the higher standard deduction. Knowing that TV stations are only able to use a fraction of what they record,…