Week In Review Articles The WSJ: Stocks on Track for Best Year Since 2013 The WSJ: Trump Says He Will Sign Phase-One Trade Deal With China on Jan. 15 The WSJ: Targeted Killing of Iranian General Puts U.S. at Crossroads in Middle East The WSJ; Dow Industrials Falter, Oil Climbs After U.S. Airstrike Kills Iranian Military Leader The WSJ: Americans Are Taking Cash Out of…
I’ve made it very clear that video is my favorite medium for content–it’s so valuable; it allows people to see AND hear you to begin building a connection, video can be turned into a podcast, written blog, Alexa Flash Briefings, and short video clips–all out of one piece of content. Plus, it’s usually a lot of fun to create. 2019…
Week In Review Articles The WSJ: Stocks Hit Fresh Highs as Nasdaq Crosses 9000 The WSJ: Rank-and-File Workers Get Bigger Raises Weekly Mixtape Pragmatic Capitalism: What Is “Enough?: ” Financial success is all about managing your asset and liability mismatch. Most people earn a higher and higher income and just increase the proportion of their asset liability mismatch. That is, they make more and…
Week In Review Articles The WSJ: House Votes to Impeach President Trump The WSJ: Pelosi to Delay Sending Impeachment Articles to Senate The WSJ: Consumer Spending Strengthens Headed Into Year End The WSJ: Consumer Sentiment Improved in December The WSJ: Inheriting IRAs Just Got Complicated, Thanks to New Retirement Overhaul Weekly Mixtape Bob Seawright: Not Stupid Wins “Because we are so wrong, so often, and because…
Week In Review Video Coming Soon Week In Review Articles The WSJ: U.S., China Agree to Limited Deal to Halt Trade War The WSJ: Trump Agrees to Limited Trade Deal With China The WSJ: Holiday Retail Sales Had a Lackluster November Start The WSJ: Inflation Isn’t Likely to Take Off Anytime Soon The WSJ: Investors Bail on Stock Market Rally, Fleeing Funds at Record Pace…
In the first episode of Inside Advisors’ Minds, I’m joined by a few of my friends at the Indy XYPN Meet-Up to discuss what we hope our clients and individuals will focus on in the new year when it comes to their finances. It’s the time of the year where we start setting goals and often times those goals include…
In late October I made a trip to LA to meet up with AGC™ co-founder Taylor Schulte and visit the Altruist HQ in Venice to record an episode of The Human Advisor Podcast. If you’re not familiar with Altruist, it is a Fintech company making waves amongst the Registered Investment Advisory (RIA) space—they are offering a platform for advisors to…
Today marks my first day back on social media since the end of October; inspired by my friend Dasarte Yarnway’s 40 days fast, I decided to give up Twitter, Facebook, and Instagram for a month. Haters are going to say that I didn’t have a true social media fast because I still posted throughout the month—and I get that. But…
Week In Review Articles The WSJ: U.S. Stocks Notch Best Month Since June The WSJ: U.S. Growth Enters Fourth Quarter on More Solid Footing The WSJ: Black Friday Arrives Without the Mad Rush Weekly Mixtape: Morgan Housel: No More Gurus “We’ll never get rid of gurus, because assuming someone knows everything is easier than trying to figure out how they knew one thing. They…
It’s that time of the year where we reflect on the people and things we are most thankful for; we should all follow Tyrone Ross’ lead and practice more gratitude and not wait until Thanksgiving to be thankful. I try to let those I love and care about know how much I appreciate them, but I can always do better.…