Much like my video with Tyrone Ross Jr., the most recent episode of Talkin’ Shop has been positively received. In this episode, my good friend, Nina O’Neal, joins me to discuss her experience as a financial advisor and the struggles she has had to overcome in the profession. As we discuss, even those of us who try to be inclusive…
Of Dollars And Data: How To Invest A Lump Sum The WSJ: Warren Buffett Can’t Find Anything Big To Buy The New York Times: Wealth, Successful, and Miserable The Basis Point: Self Wealth Vs. Financial Wealth Humble Dollar: Other People’s Stuff Stop Ironing Shirts: Should I Coast FI? PRNewswire: Personal Capital Announces Access To Private Equity For High-Net-Worth Clients Free Solo…
Week In Review Articles: WSJ: Trump Eases Off Hard Deadline for China Tariffs WSJ: History Shows Rebound May Have More Legs as Dow Extends Rally WSJ: Key Brands Pay Price of Kraft Heinz Cost-Cutting Mixtape: The Basis Point: Self Worth Vss. Financial Worth–Notes From A Zen Workaholic “This means self worth will become even more tied to financial worth in all of our minds.…
Sunk Cost Fallacy– the idea that a company or organization is more likely to continue with a project if they have already invested a lot money, time, or effort in it, even when continuing is not the best thing to do. AKA Throwing good money after bad. -Cambridge Dictionary In March 2013 I earned my Certified Investment Management Analyst (CIMA®)…
Last fall I reached out to FinTwit phenom Jamie Catherwood (if you haven’t listened to my podcast with him, get to know him better here) to discuss an ambitious goal—a National FinTwit event. Before I get to the inaugural National FinTwit event, allow me to share how we got here… Late last summer, I organized a small get-together with the…
There has been a lot of talk lately (I almost did this Whiteboard a couple of weeks ago) about a possible earnings recession. When people hear “recession” they often think about 2008 and economic recessions. Well, earnings recessions are not the same and I explain how in this episode of The Whiteboard Series. Be sure to check below the video…
Episode 38: Establishing a solid financial foundation starts in the home; most people develop their money habits, good or bad, from their parents. While it’s not the case for everyone, most carry on the same behaviors witnessed when while growing up which means it is important for parents to show good money habits, but also teach them to their children. My…
Patrick O’Shaughnessy Tweet Of Dollars And Data: Even God Couldn’t Beat Dollar-Cost Averaging The New York Times: Spend Money Where You Spend The Most Time A Wealth Of Common Sense: Budgeting With Cardi B Pragmatic Capitalism: Banning Stock Buybacks Is Stupid Vanguard: Your Legacy Is More Than Just Your Portfolio Humble Dollar: All Stocks Out For Blood Tweet Air Pods…
No video this week thanks to multiple basketball games for the boys, but check the articles below to see what I would have talked about. See you next week! Week In Review Articles: WSJ: Trump To Declare National Emergency After Signing Spending Bill WSJ: Retail Sales Declined In December At Fastest Pace Since 2009 WSJ: Amazon Cancels HQ2 Plans In New York…
I originally posted and shared this video a couple days ago via YouTube and the response it has gotten has been bonkers!! A little backstory on how this video came to be… Every Friday morning Tyrone, Douglas Boneparth, and I have a Zoom video conference where we talk about what’s going on in our businesses, life, and whatever else might…