Private equity is an asset class many investors know very little about. It’s limited to the wealthy– you have to be an accredited investor ($1 million in net worth, excluding primary residence or $200k single/$300k married annual income) to have access to the best managers and it tends to be illiquid, which also makes it not the best investment option…
iTunes Episode 20: To The Max James Osborne: Status Quo Bias And The Dumbest Day Of The Year Douglas Boneparth: A Dark Corner Farnam Street: The Surprising Power Of The Long Game Blair DuQuesnay: What If Your Goal Isn’t The Max The Financial Samurai: The New Three-Legged Retirement Stool: You, You, You Morgan Housel: When Things Get Wild The Wall…
Due to family schedule, I wasn’t able to record a Week In Review video…instead, I thought I’d share an old video I recorded with Leo that I find fitting given all of the narratives surrounding the elections and what might happen as a result–we talk about controlling what we can control. Mixtape: Morgan Housel: When Things Get Wild “Every past decline looks…
At some point this summer I noticed a new and very active member in the FinTwit community; he was reaching out to all of the people we know and respect to meet for coffee, lunch, dinner, or just some of their time to ask questions and learn. It was obvious he was having success by the thank you tweets he…
CNBC: These Americans Fled The Country To Escape Their Giant Student Debt The Wall Street Journal: The New Retirement Plan- Save Almost Everything, Spend Virtually Nothing The Wall Street Journal: GE Shows What Happens When Dividend Investing Goes Wrong Think Advisor: New York City Owes About $100 Billion For Retiree Health Care The Wall Street Journal: Steal Dinner and Annuities-Retirement…
Week In Review Articles: The WSJ: Wages Rise at Fastest Rate in Nearly a Decade as Hiring Jumps The WSJ: Trump and Xi Talk as U.S.-China Tech Fight Brews The WSJ: GE Slashes Dividend, Discloses Criminal Probe; Shares Sink The WSJ: Boston Red Sox Win the World Series IRS.Gov: 401(k) Contribution Limit Increases To $19,000 For 2019; IRA Limit Increases To $6,000 Mixtape: The Reformed…
iTunes Episode 18: Trick Or Treat Show Notes: BPS And Pieces: A Matter Of Principles A Wealth Of Common Sense: The Psychology Of Sitting In Cash, Part Deux The Wall Street Journal: Americans Are Divided–About Candy Corn The Wall Street Journal: The Problem When One Spouse Handles The Finances The Irrelevant Investor: All You Need To Do To Finish Rich…
Week In Review Articles: The WSJ: U.S. Economy Grew at 3.5% Rate in Third Quarter The WSJ: U.S. Stocks Slump on Tech Worries Mixtape: A Wealth Of Common Sense: Martin Short’s Nine Categories For Self Evaluation “Money and career are important but they’re not everything.” The Irrelevant Investor: All You Need To Do To Finish Rich ” I’m all for finding ways to save more…
“Bear markets happen because people are selling their stocks.” -Michael Batnick For good reason, there has been a lot of focus on the markets the last couple of weeks; volatility has picked up, larger sell-offs have been seen, beloved companies have been hammered, and the gains for the year have been erased in the U.S. markets in a short period…
The personal finance and investing experience is constantly changing and changing for the better thanks to technology; Fintech is providing education, access, and leveling the playing field and there are few people, if any, who are entrenched in the space than Ian Rose. Ian is the CEO of StockTwits, a platform for investors to trade ideas and learn from each…