Mixtapes

Weekly Mixtape For October 13th, 2019

Week In Review Articles The WSJ: Stocks Climb on U.S.-China Trade Talk Progress The WSJ: China Emerges With Wins From U.S. Trade Truce The WSJ: Finding Meaning in Quantitative Easing The WSJ: GE to Freeze Pensions for 20,000 Workers The WSJ: Mastercard, Visa, eBay Drop Out of Facebook’s Libra Payments Network The WSJ: The Race to Zero Commissions “People feeling grateful are more likely to help…

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The Rundown

Rundown: Flexibility

Life never goes as planned; sometimes it’s for the better and sometimes it not. Being flexible is important to handle life’s events and it’s important for your financial plan to be flexible as well. Check out this great post by my friend Jeremy Walter in addition to checking out my thoughts on today’s Rundown. Go ahead and subscribe to the RLS…

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The Rundown

Rundown: Risk Tolerance

It only makes sense that today’s Rundown deals with risk tolerance–I am at the Riskalyze Fearless Investing Summit, after all. Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers,…

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Financial Planning

The Advisor Growth Community™ Is Official!

Midway through yesterday’s Zoom meeting I checked the participant count and I saw 54—that’s right, 54 participants; this number included AGC™ beta members, AGC™ Ambassadors, AGC™ teammates (shoutout to Darlene and Karen), and of course, Taylor and me. With 54 members joining the meeting, this meant there were only a few advisors who were not able to make the meeting…

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Mixtapes

Weekly Mixtape For September 29th, 2019

Week In Review Articles The WSJ: U.S. Stocks Climb on Hopes for Trade Deal The WSJ: Global Slowdown Spreads Across U.S. Economy The WSJ: U.S. Inflation Decelerated in August The WSJ: Democrats Set Rapid Timetable for Trump Impeachment Probe The WSJ: Endeavor Pulls IPO After Peloton’s Poor Debut The game is to be sold, not to be told… This is an old saying from the…

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The Rundown

Rundown: Invest In Your Health

Eventually, I’d like to find a way to incorporate wellness and health into my financial planning process–I haven’t figured out how to do it quite yet, so the most I can do is talk about it and encourage my clients to find ways to take care of themselves. A couple of weeks ago, I practiced what I always preached and…

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