Ashby Daniels has become a very close friend of mine and this is one of my favorite blog posts he’s written. After talking about his personal story growing up, I knew how his run would turn out…there was no way he wasn’t going to help the woman in distress. Give his post a read and then give a listen to…
Bloomberg – The Big Short’s Michael Burry Sees a Bubble in Passive Investing Morgan Housel – You Better Love This WSJ – Workers Are Fleeing Big Cities for Smaller Ones—and Taking Their Jobs With Them City Journal – If You Improve It, They Will Come Ramp Capital – Do Your Need A Car? Kyle Mast (True Hourly Wage) – Why…
Week In Review Articles WSJ: Fed Cuts Rates by Quarter Point but Faces Growing Split WSJ: U.S. Tells Saudi Arabia Oil Attacks Were Launched From Iran WSJ: U.S. Sanctions Iran’s Central Bank, Says It Will Send Military Forces to Saudi Arabia WSJ: Fed Mulls Lessons of Money-Market Spike After Curbing Volatility WSJ: U.S. Home Sales Inch Up, Raising Hopes That Slump Is Easing CNBC.com: US…
The last month and 20-ish day have been a blur, and that’s not even including Wealth/Stack. I checked my calendar and the first time Taylor Schulte and I discussed the idea of The Advisor Growth Community™was August 1st. The conversation started with me pitching Taylor on the idea of a newsletter for financial advisors and he responded with, “what do…
I’m still bullish on the future of the profession: Financial Advisors: Courtney Ranstrom / Trailhead Planners Nina O’Neal / Archer Investment Management Samuel Deane / Deane Financial Steve Sivak / Innovate Wealth Brendan Mullooly / Mullooly Asset Management Tim Mullooly / Mullooly Asset Management Ashby Daniels / Shorebridge Wealth Management Brad Sherman / Sherman Wealth Management Russell Kroeger / Upstart Wealth Management Michael Policar / Hightower Bellevue Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions…
Shoutout to my good friend Tyrone Ross for the motivation I needed earlier this morning with his Periscope. I usually don’t put Fed related Rundowns on the podcast, but I wanted to highlight Ty’s Periscope to bring it to your attention. Go watch this video as well! What’s done in the dark will come to light. https://t.co/zbXG3FwjHw — Tyrone V.…
The Meeting Of The Minds in Dana Point was one of my favorite videos I’ve recorded this year. After getting such a warm response to it, I decided I am going to do my best to organize a fresh Meeting Of The Minds at each conference I attend. As I’m sure you are well aware, Wealth/Stack wrapped up not too…
As much as financial advisors love to solve our clients’ financial planning needs and have all of the answers, the truth is sometimes we don’t have all of the answers. And sometimes we have the answer, but the solution isn’t necessarily easy to accomplish–the most common example/issue is the need for additional income. There are many families who have trimmed…
It’s been a busy couple of days since arriving home from the inaugural Wealth/Stack conference in Scottsdale, Arizona; I’m just now getting a chance to write up my thoughts from my few days in the desert. First off, I want to congratulate everyone at Inside ETFs, especially Matt Middleton and Sovaida Noronha, my two main contacts there, and Ritholtz Wealth…
Sometimes you meet people and immediately know they are different–in a good way! I had the opportunity to meet Genti Cici, CFP®, CAIA® this summer in Montreal at the Inside ETF’s Canada conference. We had an opportunity to talk for a while about his passion for financial literacy. We’re all aware of the lack of financial literacy in America and…