It’s been a busy couple of days since arriving home from the inaugural Wealth/Stack conference in Scottsdale, Arizona; I’m just now getting a chance to write up my thoughts from my few days in the desert. First off, I want to congratulate everyone at Inside ETFs, especially Matt Middleton and Sovaida Noronha, my two main contacts there, and Ritholtz Wealth…
Sometimes you meet people and immediately know they are different–in a good way! I had the opportunity to meet Genti Cici, CFP®, CAIA® this summer in Montreal at the Inside ETF’s Canada conference. We had an opportunity to talk for a while about his passion for financial literacy. We’re all aware of the lack of financial literacy in America and…
Week In Review Articles The WSJ: Markets Show Resilience in Topsy-Turvy August The WSJ: Strength in U.S. Consumer Spending Drives Economy The WSJ: Historic Asset Boom Passes by Half of Families The WSJ: CEO Jack Dorsey’s Twitter Account Was Hacked, Company Says The WSJ: Fierce Hurricane Dorian Now Threatens Wider Stretch of U.S. A fit body, a calm mind, a house full of love. These…
A Wealth of Common Sense: The Big Lie in Personal Finance Bad Tweet (not shared) The Wall Street Journal: In Boise and Grand Rapids, the Housing Market Looks Red Hot The New York Times: 4 Reasons Parents Don’t Discuss Money (and Why They Should) Bloomberg: RBC Analyst Faces Insider Case Year After Undergrad B-School Rad Reads: How To Make Work…
Update: Advisor Growth Community™ Website By now, there’s a pretty good chance you’ve seen the project Taylor Schulte and I have been working on–The Advisor Growth Community™. But, if somehow you’ve missed the tweets, videos, and interviews over the last few weeks I’ve got your hook up so you can get up to speed, and if you’re a financial advisor…
Week In Review A power outage last night prevented this week’s Week-In-Review video…I’ll be back next week to discuss the week’s headlines. But you don’t know what you don’t know One of the many problems of seeking knowledge without the big picture in mind Most financial questions seem simplistic. When they intertwine they become complex A REAL financial advisor guides…
Week in Review Articles: The WSJ: Dow Sheds 800 in Biggest Drop of Year The WSJ: Argentine Peso Dives After Populist Peronists Gain Edge in Vote The WSJ: U.S. Shoppers Splurge in Face of Global Headwinds The WSJ: Trade Jitters Dent Consumer Sentiment The WSJ: U.S. Stocks Rise but Notch Modest Weekly Loss This is a smart take in my opinion. People tend to extrapolate…
The yield curve has inverted, I’m sure you are aware of that by now, which has a strong track record of preceding (not predicting) a recession. There are plenty of investment and market takes out there, but not many coming from the standpoint of a financial advisor. Traders, short term investors, and stock pickers have different goals and probably need…
When I set out to start a blog, I had no idea where it would lead me. My hope was it would be informational for readers, help me stay sharp and up to date with changes in the profession, become a better communicator, have fun, and ultimately help me grow my advisory business, RLS Wealth Management. I think I’ve had…
Week In Review Articles The WSJ: Trade Tension Sends Markets on Wild Week The WSJ: That Offer to Make You Debt-Free? It Can Make You Worse Off Morning thoughts as I jog to the gym: The ability to do something for a long time might be the most profound competitive business advantage simply because of compound interest. It’s not about home…