In late October I made a trip to LA to meet up with AGC™ co-founder Taylor Schulte and visit the Altruist HQ in Venice to record an episode of The Human Advisor Podcast. If you’re not familiar with Altruist, it is a Fintech company making waves amongst the Registered Investment Advisory (RIA) space—they are offering a platform for advisors to…
Today marks my first day back on social media since the end of October; inspired by my friend Dasarte Yarnway’s 40 days fast, I decided to give up Twitter, Facebook, and Instagram for a month. Haters are going to say that I didn’t have a true social media fast because I still posted throughout the month—and I get that. But…
Week In Review Articles The WSJ: U.S. Stocks Notch Best Month Since June The WSJ: U.S. Growth Enters Fourth Quarter on More Solid Footing The WSJ: Black Friday Arrives Without the Mad Rush Weekly Mixtape: Morgan Housel: No More Gurus “We’ll never get rid of gurus, because assuming someone knows everything is easier than trying to figure out how they knew one thing. They…
It’s that time of the year where we reflect on the people and things we are most thankful for; we should all follow Tyrone Ross’ lead and practice more gratitude and not wait until Thanksgiving to be thankful. I try to let those I love and care about know how much I appreciate them, but I can always do better.…
Week In Review Articles: The WSJ: Fed Officials Cut Rates Amid Worries on Trade, Global Growth The WSJ: Impeachment Hearing: Witnesses Testify on Concerns About Trump-Zelensky Call The WSJ: Charles Schwab Holds Talks to Buy TD Ameritrade Weekly Mixtape: A Wealth of Common Sense: What Would You Have Done In 2009? “Diversification is the simple way to avoid the all-in/all-out mindset. Another way to…
Traveling to New York City in November has become an annual pilgrimage. My first trip to NYC was back in 2015 for the inaugural Evidence-Based Investing conference put on by the Ritholtz Wealth Management crew. That trip was not only my first November trip, but it was my first trip to NYC…ever. Let’s take a trip down memory lane… 2016…
I had the fortune of joining Eric Balchunas, Scarlet Fu, and Carolina Wilson on the set of Bloomberg’s ETF IQ. What an experience! It was a blast and hope this is the beginning of opportunities to hop in front of a real camera instead of my little old Canon. Thank you to Eric, Scarlet, and Carolina for being so welcoming…
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…