Episode 39: In the last year I’ve begun to work with more entrepreneurs and have begun learning new planning strategies that while may not be a good fit for everyone, can be very impactful for business owners and other entrepreneurs. In an effort to continue to expand my horizons as a financial advisor, I met Nina O’Neal who has been…
The WSJ: LaCroix’s Sales Bubble Pops; Stock Tumbles The WSJ: How Accountants Break The Bad News About Tax Refunds: With Chocolate And Tissues Ramp Capital: Nosedive Humble Dollar: Lighten The Load Ben Carlson: From Chaos To Concept Morgan House: Pure Downside, No Silver Lining All About Your Benjamins: Unconventional Financial Planning The WSJ: Stock-Market Volatility Takes A Bite Out of U.S. Households’…
Week In Review Articles: The WSJ: U.S. Adds 20,000 Jobs Last Month, Fewer Than Expected The WSJ: Productivity Growth Shows Signs of Long-Awaited Strength The WSJ: Slow Growth Prods Central Banks The WSJ: Stock-Market Volatility Takes a Bite Out of U.S. Households’ Net Worth The New York Times: H.I.V. Is Reported Cured In A Second Patient, A Milestone In The Global AIDS Epidemic Mixtape:…
For most of my career, I’ve been a rule follower in regard to the financial plans I created for my clients. I’m still a rule follower when it comes to regulatory issues, but when it comes to making recommendations for my entrepreneurial clients, I’ve learned to become more creative and to have the confidence to go against what the textbooks…
What started out as a sweatshirt to gift to a few friends has turned into a little side project! RLS Threads is now live (fingers crossed I have everything set up correctly–online retail is not my background.) and for the next week you will be able to pre-order from four designs in the First RLS Threads Collection. I thought it…
Ramp Capital: Put Down Your F*cking Phone Morgan Housel: Not Caring-A Unique And Powerful Skill The University Of Chicago: How To Get Your $$ In Order Before You Turn 30 The Belle Curve: Substance A Wealth Of Common Sense: What’s The Return On Mortgage Payments The New York Times: The Best Type Of Exercise To Burn Fat Spider-man: IntoThe Spiderverse…
Week In Review Articles The WSJ: U.S Economy Grew At 2.6% In The Fourth Quarter The WSJ: U.S., North Korea Trade Blame For Failed Summit The WSJ: Jerome Powell Affirms Fed’s Patient Approach To Interest-Rate Changes The WSJ: Personal Income Cooled In January The WSJ: China Shares Gain Global Sway Thanks To Index Firm’s Move The WSJ: Lyft’s IPO Could…