The Dow just broke through 28,000 (for now). The U.S. markets measured by large, mid, and small-cap stocks are all up over 20% in total return heading into the final few weeks of the year. Apparently, there are some “positive” conversations going on between the U.S. and China–at least that’s where we are in the cycle of good talks-bad…
Week In Review Articles: The WSJ: Dow Jones Industrial Average Tops 28000 for the First Time The WSJ: Global Economic Powerhouses Stuck in Low Gear The WSJ: Next in Google’s Quest for Consumer Dominance: Banking The WSJ: Disney Reports 10 Million Users for Its New Streaming Service Weekly Mixtape Of Dollars And Data: N=1 “And in the modern age, doing this has never been easier. …
This morning I came across an article in the New York Times that I thought would be a good read for my friend Nina O’Neal; the article covered a women’s’ group trip and the networking, self-care, and safe space that was provided to the women. If you did not know, Nina is the founder of the Female Advisor Network and…
“Your values and what drives you, your passions, are congruent with how you live your life.” -Mindy Diamond This morning I was getting caught up on recent podcasts and I finally had a chance to listen to Josh Brown on Mindy Diamond’s, “Mindy Diamond On Independence: A Podcast For Financial Advisors Considering Change” and enjoyed every minute of it—I’m a…
Just a few weeks ago we were all fearing the next recession; it was code red–recession imminent. The yield curve had inverted, global growth was slowing, the U.S. and China feud seemed to be going nowhere, and the Fed was definitely not doing QE. The headlines and media were certain the next recession was upon us. Things sure have changed…
We all have a different definitions of success. In our personal lives, success might be finding that elusive work/life balance, putting our children through college without the burden of student loans, annual travel, or reaching retirement at a specific age. In our professional lives, in particular, financial advisors, success might be $1 billion in AUM, it might be a lifestyle…
Social media has been instrumental in my growth as a financial advisor—I’ve made connections with countless financial advisors who I’ve learned a great deal from. I’ve met mentors who have helped me immensely as my business has grown and evolved. I’ve built lifelong friendships with people I would have never met if it were not for social media. Recently, social…
Week In Review Articles The WSJ: Fed Cuts Rate for Third Time This Year, Signals Pause The WSJ: U.S. Growth Settles in at Low Gear in Third Quarter The WSJ: Job Gains Help Extend U.S. Economic Growth The WSJ: Better-Than-Expected Earnings Ease Growth Fears—for Now The WSJ: NCAA Clears Way for Athletes to Earn Endorsement Money The WSJ: Washington Nationals Win the World Series Weekly Mixtape…
“Family Governance–turning new wealth into old money” is front and center on Jason Howell’s website, and the concept of family governance is not one I was familiar with from a financial planning standpoint. From the quote, you can determine that the act of turning new wealth into old money is accomplished by involving the entire family. But what exactly does…
The lack of financial literacy in America is a well documented issue, and while many financial advisors discuss the statistics, few have built their firms to really make an impact. I briefly learned about Genti Cici’s mission at the Inside ETF’s Canada conference this summer as he and I spent about 30 minutes talking between sessions. I found out that…