As an early investor in Onramp, I’ve had a behind-the-scenes look at what Tyrone Ross, Eric Ervin, and the entire Onramp team have been building. It’s impressive. It’s needed. And, It’s going to make a huge impact on the practices of financial advisors and in the lives of their clients. As a financial advisor, I have a clear vision of…
Week In Review Articles The WSJ: Sizzling Stock Market Sets High Bar for Earnings Season The WSJ: Fed Minutes Show Expectations for Stronger Economic Recovery The WSJ: Workers Slowly Pull Away From Jobless Benefits as Economy Picks Up The WSJ: GM to Halt Production at Several North American Plants Due to Chip Shortage The WSJ: Coinbase’s Lofty Valuation Might Erode as Crypto Markets Mature The…
You have a vision of the life you want for you and your family. It’s your vision—no one else’s. Yet, the constraints of society, family, friends, individuals we only know from social media, managers at work, and a number of other influences prevent you from taking your vision and making it your reality. The short-sightedness of others is holding YOU…
In this week’s episode of The Pursuit I briefly put my financial advisor hat on to discuss the importance of financial planning for your pursuit and share how a financial advisor, who understands you have bigger aspirations that retirement and college planning, can help not only identify what you value the most, but help you align your finances with your…
What if I told you by putting your pursuit out in the Universe you are more likely to reach your destination or goals than if you kept it to yourself? Now, I don’t have any scientific data to back this up, but I have numerous real life experiences, both personally and through others, to convince me that I am more…
It’s been a long term goal of mine to invest in startups led by people I believe in–I even shared the goal in a post last year (I’ll come back to the power of putting your goals out in the universe to manifest themselves in a future post). If you missed it, I shared my first startup investment during an…
I consider it my responsibility to bring potential financial bombs to your attention… As the NFT market continues to excite investors, NBA Top Shots show no sign of slowing down, I can only expect that investors who have seen huge gains in their cryptocurrency positions will continue to bid up the digital asset market. In doing so, I’m concerned many…
I don’t know if this is the top for NFT’s or the beginning of the general public learning about the latest investment phenomenon–if I had to pick, I think it’s the latter. I’m on the record saying that I believe NFT’s are here for the long run, will make an impact in the music industry and with artists, NBA TopShots…
Chef Lauren Owens, the official chef of FinTwit, joins me for a real life look at leaving a “safe” situation for one that brings more fulfillment, purpose, and happiness. In this episode, Lauren shares her journey to becoming a chef, then to branching out to become her own boss, to becoming the finance community’s favorite chef, and her pursuit to…
Amanda Goetz took the lessons she learned with her first startup to help her launch her latest venture, House Of Wise. There’s one major difference between the two businesses, House Of Wise is being built on a mission fueled by passion. In this episode, Amanda shares how she came to discover cannabis and how that led to the launch of…