After the DFA Media Summit ended Wednesday, I hitched a ride with my friend Taylor Schulte and we swooped up Blake Street to grab a bite to eat and catch up. It’s opportunities like this that make me feel so fortunate to have discovered Twitter and forged relationships with so many great advisors. I have a tremendous amount of respect…
Peter Lazaroff is one of our profession’s brightest stars; he’s the Co-Chief Investment Officer (CIO) of Plancorp, an RIA in St. Louis which manages over $4 billion and now, a publishes author. I’ve had the fortune of getting to know Peter through Twitter and hanging out at conferences, but I was able to spend a lot of quality time with him…
I’m somewhere over the western part of the country on my way to Santa Monica to participate in an advisor summit at the Dimensional Funds Advisors HQ for the next couple of days. It’s been a while since I’ve been to Santa Monica to visit DFA—the last time I was there it was late 2015 and I was just getting…
Howard Lindzon: Dear College Students (And Parents) MarketWatch: The Lawyers Who Took On Big Tobacco Are Aiming At Realtors And Their 6% Fee The WSJ: Bitcoin Is In The Dumps, Spreading Gloom Over Crypto World Morgan Housel: Death, Taxes, And A Few Other Things The Belle Curve: The Easiest Decade For DIY Investors Of Dollars And Data: We All Make Mistakes The Irrelevant…
Week In Review Articles: The WSJ: Market Rebound Reaches Crossroads After Latest Rally The WSJ: Stocks, Bond Yields Fall Amid Anxiety Over World Economy NPR: Stock Indexes Drop As Bond Market Flashes Recession Warning The WSJ: Fed Keeps Interest Rates Unchanged; Signals No More Increases Likely This Year The WSJ: Bitcoin Is in the Dumps, Spreading Gloom Over Crypto World The WSJ: Robert Mueller’s Report on…
Today I had lunch with a financial advisor friend of mine, and I learned about a disgusting situation he uncovered with a new client. He can’t share this story because compliance says no blogs allowed, so I’m sharing the story. Allow me to set the scene: Baby boomer couple nearing retirement An IRA with around $220,000, a 401(k) with around…
Week In Review Articles: The WSJ: U.S. Consumer Sentiment Improved in March The WSJ: U.K. Parliament Votes to Delay Brexit as Turmoil Drags On The WSJ: U.S. Jobless Claims Rose Last Week The WSJ: Firms to Pay $125 Million to Clients Over Fee-Disclosure Practices The WSJ: The Fees on Your ‘529’ Tuition-Savings Plan Matter More than Ever The WSJ: Federal Prosecutors Charge Dozens in College Admissions…
I had the opportunity to visit Pittsburgh this week to speak at their local FPA meeting, which meant I got to spend some time with my friend Ashby Daniels, CFP®. Over the last year Ashby has become a very close friend and someone I enjoy getting to talk with on a regular basis–and you better believe any time I get…
Episode 39: In the last year I’ve begun to work with more entrepreneurs and have begun learning new planning strategies that while may not be a good fit for everyone, can be very impactful for business owners and other entrepreneurs. In an effort to continue to expand my horizons as a financial advisor, I met Nina O’Neal who has been…
The WSJ: LaCroix’s Sales Bubble Pops; Stock Tumbles The WSJ: How Accountants Break The Bad News About Tax Refunds: With Chocolate And Tissues Ramp Capital: Nosedive Humble Dollar: Lighten The Load Ben Carlson: From Chaos To Concept Morgan House: Pure Downside, No Silver Lining All About Your Benjamins: Unconventional Financial Planning The WSJ: Stock-Market Volatility Takes A Bite Out of U.S. Households’…