Mixtapes

Weekly Mixtape For March 9th, 2019

Week In Review Articles: The WSJ: U.S. Adds 20,000 Jobs Last Month, Fewer Than Expected The WSJ: Productivity Growth Shows Signs of Long-Awaited Strength The WSJ: Slow Growth Prods Central Banks The WSJ: Stock-Market Volatility Takes a Bite Out of U.S. Households’ Net Worth The New York Times: H.I.V. Is Reported Cured In A Second Patient, A Milestone In The Global AIDS Epidemic Mixtape:…

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Entrepreneurship

Unconventional Financial Planning

For most of my career, I’ve been a rule follower in regard to the financial plans I created for my clients. I’m still a rule follower when it comes to regulatory issues, but when it comes to making recommendations for my entrepreneurial clients, I’ve learned to become more creative and to have the confidence to go against what the textbooks…

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Bigger Picture

RLS Threads Is Live

What started out as a sweatshirt to gift to a few friends has turned into a little side project! RLS Threads is now live (fingers crossed I have everything set up correctly–online retail is not my background.) and for the next week you will be able to pre-order from four designs in the First RLS Threads Collection. I thought it…

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Reversion To The Mean Podcast

Reversion To The Mean: Screen Time

Ramp Capital: Put Down Your F*cking Phone Morgan Housel: Not Caring-A Unique And Powerful Skill The University Of Chicago: How To Get Your $$ In Order Before You Turn 30 The Belle Curve: Substance A Wealth Of Common Sense: What’s The Return On Mortgage Payments The New York Times: The Best Type Of Exercise To Burn Fat Spider-man: IntoThe Spiderverse…

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Mixtapes

Weekly Mixtape For March 2nd, 2019

Week In Review Articles The WSJ: U.S Economy Grew At 2.6% In The Fourth Quarter The WSJ: U.S., North Korea Trade Blame For Failed Summit The WSJ: Jerome Powell Affirms Fed’s Patient Approach To Interest-Rate Changes The WSJ: Personal Income Cooled In January The WSJ: China Shares Gain Global Sway Thanks To Index Firm’s Move The WSJ: Lyft’s IPO Could…

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Reversion To The Mean Podcast

Reversion To The Mean: Self Vs. Financial Wealth

Of Dollars And Data: How To Invest A Lump Sum The WSJ: Warren Buffett Can’t Find Anything Big To Buy The New York Times: Wealth, Successful, and Miserable The Basis Point: Self Wealth Vs. Financial Wealth Humble Dollar: Other People’s Stuff Stop Ironing Shirts: Should I Coast FI? PRNewswire: Personal Capital Announces Access To Private Equity For High-Net-Worth Clients Free Solo…

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Mixtapes

Weekly Mixtape For February 23rd, 2019

Week In Review Articles: WSJ: Trump Eases Off Hard Deadline for China Tariffs WSJ: History Shows Rebound May Have More Legs as Dow Extends Rally WSJ: Key Brands Pay Price of Kraft Heinz Cost-Cutting Mixtape: The Basis Point: Self Worth Vss. Financial Worth–Notes From A Zen Workaholic “This means self worth will become even more tied to financial worth in all of our minds.…

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Investing

Why I’m Letting My CIMA® Designation Lapse

Sunk Cost Fallacy– the idea that a company or organization is more likely to continue with a project if they have already invested a lot money, time, or effort in it, even when continuing is not the best thing to do. AKA Throwing good money after bad. -Cambridge Dictionary In March 2013 I earned my Certified Investment Management Analyst (CIMA®)…

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Bigger Picture

The D.C. FinTwit Happy Hour Goes National

Last fall I reached out to FinTwit phenom Jamie Catherwood (if you haven’t listened to my podcast with him, get to know him better here) to discuss an ambitious goal—a National FinTwit event. Before I get to the inaugural National FinTwit event, allow me to share how we got here… Late last summer, I organized a small get-together with the…

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