Mixtapes

Weekly Mixtape For December 1st, 2018

Week In Review Articles: The WSJ: George H.W. Bush, America’s 41st President and Father of 43rd, Dies The WSJ: U.S., China Explore Deal as Leaders Meet at G-20 Summit The WSJ: Fed Chairman’s Remarks Spark Market Rally / The WSJ: Fed Minutes Signal December Rate Increase Likely, But Less Certain Path Next Year The WSJ: Oil Suffers Worst Monthly Drop Since 2008 The WSJ: Home-Price Gains Continue…

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Talkin' Shop

Talkin’ Shop: Tyrone Ross Jr. And An Update On Crypto

Very few advisors have embraced the cryptocurrency space as much as my good friend Tyrone Ross Jr. If you are a listener of the podcast, you will remember Tyrone as a guest earlier this year (if you’re not–you should be); he gave a great introduction to the cryptocurrency space and showed why he has become a sought-after speaker. Two days…

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Bigger Picture

What I’m Thankful For

Last evening I sent a short email to my clients sharing my appreciation for the relationships we have built, the trust they have in me, and for allowing me to do what I enjoy the most each day. After I hit send, I thought I’d write a post for supporters of the blog and my FinTwit friends. We all have so…

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All About Your Benjamins The Podcast

First Diversification, Now Optimization With Mike Philbrick (033)

In the last episode, we discussed the importance of diversification and now we build upon it and discuss how to optimize a diversified portfolio. Just like the last episode, we cover a number of strategies and mention some companies–these should not be mistaken for recommendations. This episode is meant to be a conversation, educational, and an exploration into investing in different…

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Financial Planning

Progress–But Still Room For Improvement

In November 2016, I wrote a blog post sharing my bullishness on the financial services industry. I’m even more bullish now than I was back then, but I was recently reminded just how far the financial advisor community still has to go. Last week I was fortunate enough to have the opportunity to hear Ron Carson speak in Indianapolis and…

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All About Your Benjamins The Podcast

Getting Comfortable With Being Uncomfortable With Mike Philbrick (032)

There is overwhelming evidence suggesting diversification provides a tremendous “free” benefit for investors. Yet despite the evidence, many investors fail to properly diversify. Whether it be overweighting to their home country, chasing returns, or not even having an investment strategy, too many investors underperform due to succumbing to behavioral biases or ignorance. In this first of a two-episode series, I’m joined…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 021: Avoid The Struggle

Forbes: The Big Millennial Life Insurance Gap The Wall Street Journal: How Millennials Can Maximize Savings For Retirement A Wealth Of Common Sense: What If You Retire At A Stock Market Peak? Humble Dollar: Fanning The Flames Nat Eliason: No More “Struggle Porn” Khe Hy: The Gnarly Truth About The Content Business The Carnivore Diet Scott Galloway Daily Insights Disclaimer: Nothing on this blog should…

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Mixtapes

Weekly Mixtape For November 17th, 2018

Week In Review Articles: The WSJ: Global Economy Shows Strain As U.S. Steams Ahead The WSJ: Saudi Arabia, Others Inch Closer To Oil Output-Cut Pact The WSJ: Inflation Jumps, But Is Likely To Slow The WSJ:  Amazon Announces HQ2 Winners Mixtape A Wealth Of Common Sense: What If Your Retire At A Stock Market Peak? “Retiring just before a stock market peak could be ruinous to your…

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