Golfworld: Gambler Who Won $1.2 Million On Tiger Woods’ 2019 Masters Victory: “I Had Never Placed A Bet On Sports In My Life” The Wall Street Journal: Fidelity’s Index-Fund Bashing Misses the Mark The Wall Street Journal: SoFi’s No-Fee ETF Launch Saddles Some Customers With Tax Bills Of Dollars And Data: The Money We Don’t Talk About A Wealth Of Common Sense: The…
Quick shoutout to Brendan Mullooly, former All About Your Benjamins Podcast and Talkin’s Shop guest for his blog post reminding us that our financial plans do not act as a map, but a compass. A financial plan as a map would suggest there is one guaranteed path to reach our goals, but the path to our goals isn’t as direct…
Week In Review Articles: The WSJ: U.S. Existing-Home Sales Declined in March The WSJ: U.S. New-Home Sales Rose in March The WSJ: Homeownership Rate Drops for First Time in More Than Two Years The WSJ: U.S. Economy Grew at 3.2% Rate in First Quarter The WSJ: Uber Lowers Its Valuation Target Think Advisor: SEC’s Reg BI Doesn’t ‘Raise the Bar’ Over FINRA’s Suitability Rule: Consumer…
Week In Review Video To Return Next Week Mixtape Morgan Housel: When You’ll Believe Anything “People believe in financial quackery in a way they never would for, say, weather quackery because the rewards for correctly predicting what the stock market will do next week are in a different universe than the rewards for predicting whether it will be sunny or rainy…
It’s not every often that advisors discuss how they invest their personal funds, but it is a fair question for clients to ask. My friend Isaiah Douglass, CFP® joins me again to discuss how we manage our portfolios and how we think advisors should be allocating their market investments. Twitter: @IDFinancial ID Financial Planning And Wealth Management The Veterinarian Success Podcast Disclaimer:…
The Cut: What It’s Like To Grow Up With More Money Than You’ll Ever Spend Bone Fide Wealth: Make It Easy Bloomberg: Homebuying Startups Keep Raising Money Softer Housing Market MarketWatch: Getting Rid Of Debt May Actually Make Your Brain Work Better The New York Times: The Con Of The Side Hustle A Wealth Of Common Sense: Why We’ll Never All…
Week In Review Articles: The WSJ: Expected Earnings Pullback Sets Up Big Test for Bull Market The WSJ: U.S. Stocks Close Higher as Bank Earnings Provide Lift The WSJ: Fed Minutes: Officials See Little Need to Change Rates This Year The WSJ: IMF Cuts 2019 Global Growth Outlook The WSJ: House Flipping Is Back to Pre-Crisis Levels. Here’s Why It’s Less of a Concern…
Scott Frank, CFA, CFP® should be a familiar name, especially if you’ve been reading this blog and listening to my podcast; he’s joined me on the podcast to discuss his approach to financial planning–financial life planning and it is one of the most downloaded episodes, which is a credit to Scott and his story. He might live in California, but he’s…
In this age of consumerism, it’s hard not to get caught up in comparing ourselves to those around us; whether it’s friends, family members, celebrities, or people pretending to be celebrities we are constantly seeing their “successes” (I put this in quotes because not everything shared on social media is legit) and comparing to our own. Stop. Doing. This. “How…
Week In Review Video Will Be Back Next Week–We Were In Washington D.C. For Spring Break So many memorable intros last night, but meeting @david_perell was up at the top. He nails the power of Twitter and access in this. I’ll add one thing and it’s a bit of a secret….the key to making contacts and building a network is……