Mixtapes

Weekly Mixtape For September 29th, 2019

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…

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The Rundown

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…

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Mixtapes

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…

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Financial Planning

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…

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The Rundown

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.…

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