Financial Planning

A Coronavirus Mixtape

Wednesday night was a weird night. For me, it was reminiscent of the night Lehman Brothers went under. I remember being at Sakura in Indianapolis celebrating our second wedding anniversary; during dinner, my phone began blowing up with alerts about the chaos that was occurring on Wall Street. That night I called all of my clients to let them know…

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Financial Planning

The Answers You Don’t Like To Hear

Sometimes the answers you NEED to hear are not the answers you WANT to hear. I can promise you when your financial advisor uses any of these to explain what she thinks is best for you and your family, she is not dismissing your question and concern that led to the answer. In fact, it’s the opposite. She’s trying to…

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Mixtapes

Weekly Mixtape For March 8th, 2020

Week In Review Articles The WSJ: Bonds Rally as Stocks Close Lower The WSJ: U.S. Employers Added 273,000 Jobs in February; Jobless Rate Ticked Down to 3.5% The WSJ: Mortgage Rates Hit Record Low, but Coronavirus May Deter Buyers The WSJ: Oil Prices Plunge After Russia-Saudi Split Weekly Mixtape Morgan Housel: Death, Taxes, and Three Other Inevitable Things “Booms and busts will never go away…

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