Mixtapes

Weekly Mixtape For September 1st, 2018

Week In Review Articles: The WSJ: Trump Hails U.S.-Mexico Trade Pact, Says ‘We’ll See’ With Canada The WSJ: U.S., Canada Pass Friday Deadline With No Nafta Deal The WSJ: Small Stocks Hang On to Big Gains, for Now The WSJ: SEC Chairman Wants to Let More Main Street Investors In on Private Deals The WSJ: Trump Signs Executive Order on Retirement Savings The WSJ: Merrill Lynch…

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Whiteboard Series

Whiteboard Series: Estate Planning (Again)

We’ve covered Estate Planning on the Whiteboard Series before, but with the passing of Aretha Franklin and learning that she did not have a will or trust in place, I thought it would be a good time to revisit the importance of getting the appropriate documents in place. While we may not all be as wealthy as Aretha (or Prince),…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 012: Enormous Commissions

iTunes Episode 012: Enormous Commissions Show Notes: The New York Times: Caring for Aging Parents, With An Eye On The Broker Handling Their Savings CNN: Aretha Franklin Had No Will Or Trust At The Time Of Her Death, Report Says The WSJ: Merrill Lynch Joins Brigade Downplaying Money-Market Mutual Funds The WSJ: Wealthy Parents Help Child Athletes Go Pro in Their Own Backyards…

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Mixtapes

Weekly Mixtape For August 25th, 2018

Week In Review Articles: (Heavy on the WSJ links, sorry.) The WSJ: Michael Cohen Pleads Guilty, Says Trump Told Him to Pay Off Women. The WSJ: Paul Manafort Convicted of Eight Counts of Fraud The WSJ: S&P 500 Closes at New High The WSJ: Greek Bailout Ends, but Underlying Problems Remain The WSJ: A Surprising Bulwark for the U.S. Economy: The Personal Saving Rate CNBC: JP…

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Investing

Chase’s New Trading App: Gift or Curse?

“Financial planning in the absence of an investment strategy designed to implement the plan is a f***ing fortune cookie. An investment portfolio absent the dictates of the goals from a financial plan is like building a house without a blueprint. Neither or these things is worth much without the other. But delivered in concert, they are essential and worthy of…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 011: Saving > Investment Strategy

iTunes Episode 011: Saving > Investment Strategy Show Notes: All About Your Benjamins The Podcast: Talkin’ Taxes With Bill Sweet A Wealth Of Common Sense: 8 Questions I’ve Been Pondering Retirement Maven: Retirement Stats Are Grim But It Is Never Too Late To Start A Wealth Of Common Sense: Some Thoughts on Investing in Real Estate Eric Roberge Tweet Carl Richards via…

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Mixtapes

Weekly Mixtape For August 18th, 2018

Week In Review Articles: The WSJ: Consumer Spending Lifts Retailers   /   NBC News The WSJ: SEC Sends Subpoena to Tesla in Probe Over Musk Tweets    /   CNBC The WSJ: SEC Probes Tesla Over Model 3 Production Disclosures The WSJ: Elon Musk Tweets Another Surprise, Saying Goldman and Silver Lake Are Tesla Advisers The New York Times: Elon Musk Details ‘Excruciating’ Personal Toll…

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