Technology has brought the average investor greater access to new and different types of investments. Investors can now invest at lower costs, better tailor their portfolios to their goals and preferences, and even invest in specific sectors and themes. Thematic investing is beginning to gain traction by allowing investors to move from sectors to themes like cybersecurity, cannabis, and e-sports.…
Week In Review Articles The WSJ: Trump Signs $2 Trillion Coronavirus Stimulus Bill After Swift Passage by House The WSJ: Dow Rallies 6.4% After Stimulus Vote The WSJ: Record Rise in Unemployment Claims Halts Historic Run of Job Growth The WSJ: Fed Unveils Major Expansion of Market Intervention Optimistic post day 10: ✅ Trees need wind to blow against them because it causes…
This morning I wrote a post over on The Advisor Of Tomorrow about the importance of mentors for financial advisors; the reality is, good mentors are important for everyone. We often associate mentors with our professional lives but we can all use mentors in our personal lives as well–parenting, marriage, spirituality, fitness, etc. As I shared the post with my mentors,…
It’s been said, “experience is a master teacher, even when it’s not our own.” Phil Pearlman, the Chief Community Officer at StockTwits, has experienced multiple economic cycles, market crashes and recoveries, business successes and failures, and other life events making him a master teacher we can all learn from. In this episode, we briefly touch on current market conditions and…
Week In Review Articles The WSJ: Bond-Market Strains Keep Traders on Edge The WSJ: Stimulus Talks Hit Snags on How to Provide Assistance to Americans Here we go! Next Wednesday we’re getting proximate to ALL Americans who need financial guidance and healing thoughts. Thank you to @behaviorgap for his time and thoughtful giving in order to make this happen. Please sure the…
If you’ve been paying attention to bond funds as of late you probably have noticed a discrepancy between the prices/performance of bond ETFs and bond mutual funds. Here’s a great conversation on Twitter–click on the image to read it: Is there a NAV break in TLT? — Adam Butler (@GestaltU) March 18, 2020 As you read through that thread don’t…
This afternoon the Senate passed the coronavirus relief plan to help small businesses impacted by the social-distancing-forced shutdown of business and set the stage for a larger stimulus package that is rumored to be between $850 billion to over $1 trillion; this is the stimulus plan that is supposed to put checks in the mailboxes of every American. As of…
You know that old saying, “The best time to plant a tree was twenty years ago. The second best time is now.”? Well, the same can be said for preventing/containing the coronavirus. Hindsight is still undefeated and we should have moved sooner to combat the spread of the virus, but just like planting a tree, we can’t go back in time…
As I have been rearranging my calendar to move in-person meetings to Zoom and phone calls, I’ve realized that the response to the coronavirus is giving us all a gift—the gift of time. How many times have you told yourself you’d do something if you just had more time? Get to the gym more. Make healthier meals. Spend more time…
Week In Review Articles None A couple weeks ago, it was “just a correction.” Now it’s “worse than 2008.” Nobody knows, so just exercise prudence. Those who were harmed worst in ’08 were those who abandoned their plans in panic. A great deal of a recovery comes in its initial stages. Nobody can time it well. — Lawrence Hamtil (@lhamtil)…