I’m finally getting around to reading How I Invest My Money by Josh Brown and Brian Portnoy—it’s a book about how financial professionals manage their money and financial plans. It’s filled with stories from some of my very close friends and I love to see my friends highlighted in such an amazing and important book. As I read a couple…
Another company leveraging community to help grow and spread financial education is Finimize and in this episode, I’m joined by their CEO Max Rofagha. The story of how Max found his way to the world of finance is fascinating given that he had no background, other than an interest in his own personal finance and the willingness to ask a…
If you could break down your day, hour by hour, to create your ideal day, what would it look like? This week I was talking with my friend, Derick Grant, reflecting on the last year and my goals for the upcoming year. In addition to goals, I shared areas I’d like to see improvement—I’d like to get back to my…
Week In Review Articles The WSJ: Joe Biden Officially Captures Enough Electoral Votes to Win Presidency The WSJ: U.S. The Mass Distribution of Covid-19 Vaccines Is Under Way. ‘Everything Has to Come Together.’ The WSJ: Moderna’s Covid-19 Vaccine Is Cleared for American Use The WSJ: Virus Relief Bill Held Up by GOP Bid to Limit Fed’s Lending Powers The WSJ: Fed Stress Tests Show…
It’s year-end tax planning time… I’m sure you’ve heard of tax-loss harvesting—the process of selling investments in a taxable investment account at a loss to realize the loss and be able to offset future capital gains. Financial advisors and CPAs often recommend this strategy and robo-advisors will even take care of it for you. It’s a strategy worth exploring and…
I came downstairs to record today’s Week In Review video only to realize my camera is at my office. No video this week, but I’ll be back next week! Week In Review Articles The WSJ: Pfizer-BioNTech Covid-19 Vaccines Are Prepped For Shipment The WSJ: How Pfizer Delivered A Covid Vaccine In Record Time: Crazy Deadlines, A Pushy CEO The WSJ: U.S. Household…
I’ve been here for years… Literally, All About Your Benjamins is about to turn five (I thought it might already be there, but the oldest post is January 2nd, 2016–times flies when you’re having fun), which blows my mind. Over the last couple of years, my writing on AAYB has been a bit sporadic…the Mixtape has been a constant but putting…
You’re probably aware of the most common risks to a sound financial plan: Too much investment risk Too little savings Out of control debt Unexpected unemployment Disability Death Bad behavior (emotions lead to poor decisions) No financial plan I’m sure I’ve left a couple off, but this pretty much covers the main contributors to a failed financial plan. A Risk…
Week In Review Articles The WSJ: U.S. Added 245,000 Jobs Last Month as Hiring Slowed The WSJ: Moderna Asks Health Regulators to Authorize Its Covid-19 Vaccine The WSJ: These Investors Are Riding the Bitcoin Wave to New Highs The WSJ: Salesforce Confirms Deal to Buy Slack for $27.7 Billion The WSJ: Airbnb, DoorDash Aim for Higher-Than-Expected Valuations Ahead of Debuts When I see people out…