Week In Review Articles The WSJ: U.S. Stocks Climb on Hopes for Trade Deal The WSJ: Global Slowdown Spreads Across U.S. Economy The WSJ: U.S. Inflation Decelerated in August The WSJ: Democrats Set Rapid Timetable for Trump Impeachment Probe The WSJ: Endeavor Pulls IPO After Peloton’s Poor Debut The game is to be sold, not to be told… This is an old saying from the…
Month: September 2019
Rundown: Invest In Your Health
Eventually, I’d like to find a way to incorporate wellness and health into my financial planning process–I haven’t figured out how to do it quite yet, so the most I can do is talk about it and encourage my clients to find ways to take care of themselves. A couple of weeks ago, I practiced what I always preached and…
Project One Question: Wealth/Stack 2019
Wealth/Stack has been well covered–I did my own summary here, so there’s no need for me to revisit how great the conference was. While I was in Scottsdale, I managed to record another Project One Question episode for All About Your Benjamins The Podcast. If I’m being honest, I failed at this episode…not because what you are about to listen to…
Rundown: Ashby Daniels’ Life’s Curveballs and Mindset
Ashby Daniels has become a very close friend of mine and this is one of my favorite blog posts he’s written. After talking about his personal story growing up, I knew how his run would turn out…there was no way he wasn’t going to help the woman in distress. Give his post a read and then give a listen to…
Reversion To The Mean: Small City Living
Bloomberg – The Big Short’s Michael Burry Sees a Bubble in Passive Investing Morgan Housel – You Better Love This WSJ – Workers Are Fleeing Big Cities for Smaller Ones—and Taking Their Jobs With Them City Journal – If You Improve It, They Will Come Ramp Capital – Do Your Need A Car? Kyle Mast (True Hourly Wage) – Why…
Weekly Mixtape For September 22nd, 2019
Week In Review Articles WSJ: Fed Cuts Rates by Quarter Point but Faces Growing Split WSJ: U.S. Tells Saudi Arabia Oil Attacks Were Launched From Iran WSJ: U.S. Sanctions Iran’s Central Bank, Says It Will Send Military Forces to Saudi Arabia WSJ: Fed Mulls Lessons of Money-Market Spike After Curbing Volatility WSJ: U.S. Home Sales Inch Up, Raising Hopes That Slump Is Easing CNBC.com: US…
The Advisor Growth Community™ Beta Group Hits Capacity
The last month and 20-ish day have been a blur, and that’s not even including Wealth/Stack. I checked my calendar and the first time Taylor Schulte and I discussed the idea of The Advisor Growth Community™was August 1st. The conversation started with me pitching Taylor on the idea of a newsletter for financial advisors and he responded with, “what do…
Meeting Of The Minds II: Wealth/Stack Video
I’m still bullish on the future of the profession: Financial Advisors: Courtney Ranstrom / Trailhead Planners Nina O’Neal / Archer Investment Management Samuel Deane / Deane Financial Steve Sivak / Innovate Wealth Brendan Mullooly / Mullooly Asset Management Tim Mullooly / Mullooly Asset Management Ashby Daniels / Shorebridge Wealth Management Brad Sherman / Sherman Wealth Management Russell Kroeger / Upstart Wealth Management Michael Policar / Hightower Bellevue Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions…
The Rundown: Tyrone Ross, “What’s Done In The Dark”
Shoutout to my good friend Tyrone Ross for the motivation I needed earlier this morning with his Periscope. I usually don’t put Fed related Rundowns on the podcast, but I wanted to highlight Ty’s Periscope to bring it to your attention. Go watch this video as well! What’s done in the dark will come to light. https://t.co/zbXG3FwjHw — Tyrone V.…
Meeting Of The Minds II: Wealth/Stack Podcast
The Meeting Of The Minds in Dana Point was one of my favorite videos I’ve recorded this year. After getting such a warm response to it, I decided I am going to do my best to organize a fresh Meeting Of The Minds at each conference I attend. As I’m sure you are well aware, Wealth/Stack wrapped up not too…