Investing

300 Ain’t What It Used To Be

Some perspective on the market today: Dow loses 372 points S&P 500 loses 43 points Nasdaq loses 158 points At first glance, those are some pretty big numbers; they will definitely grab the attention of investors who have relaxed thanks to the markets relatively calm behavior over the last year. As the often quoted in my writing Josh Brown points…

Continue Reading

Bigger Picture

Lemonade Day 2017

This Saturday, May 20th, is Lemonade Day in Indianapolis, and it will be the third year Roman and Leo will be participating with a lemonade stand of their own. For those not familiar with Lemonade Day, it was started in 2007 by Michael Holthouse to teach kids how to start, own and run their own business–a lemonade stand. In 2009…

Continue Reading

Financial Planning, Whiteboard Series

Whiteboard Series: Components of a Financial Plan

I had a little help with this edition of the Whiteboard Series; Leo and I discuss the components of a financial plan. If your financial plan does not address these different aspects of your finances, you don’t have a financial plan–you have sales material. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…

Continue Reading

Mixtapes

Weekly Mixtape for May 12, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. It’s Friday, which means it’s time for a new mixtape to drop! Before I get to this week’s posts, I feel the need to bring to your attention another great album release, Logic’s Everybody. While the…

Continue Reading

Investing, Millennials

Awww SNAP!

Important: In today’s post we will be discussing specific stocks; the inclusion of these stocks in this post is NOT a recommendation to buy or sell. They are included only to illustrate the difficulty and risk of investing in IPOs.  https://twitter.com/ArchelBlunt/status/862400097732243456 They say buy what you know. Well, the Millennials who followed that old adage and invested in Snap Inc.,…

Continue Reading

Bigger Picture

#RevIndy

This weekend my wife and I spent the evening at the Indianapolis Motor Speedway for the #RevIndy fundraising event; this was our second year attending the fundraiser for the Methodist Health Foundation. I’m not a seasoned fundraiser attendee, but Rev has to be the best fundraising event in Indy!

Baby Boomers, Financial Planning

It’s Never Too Late

The majority of my social media, this blog included, tends to be targeted to Millennials, although the subject matter is applicable to everyone. Today, I’m flipping the script; I’m writing for the Baby Boomers, but I still want my Millennial readers to take note. I’m sharing this video in hopes of inspiring one person, just one person, nearing retirement to…

Continue Reading

Mixtapes

Weekly Mixtape for May 5, 2007

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. I’ve read one of the secrets to success in writing is consistency, so although this week’s Mixtape is going up at 11:00 Friday night, it’s still going up on Friday…I haven’t missed one in 8…

Continue Reading

Whiteboard Series

Whiteboard Series: Dividend Reinvestment

This week we are going to expand upon the last Whiteboard Series and discuss dividend reinvestment and its contribution to the power of compound interest. One simple investment practice can make a huge difference in the longterm outcome of your portfolio. Check it out! Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…

Continue Reading

ESG, Investing

ESG Investing in the News

As I’ve been on my quest to learn everything I can about ESG investing, I’ve come across a lot of great information and writing. I thought I’d share some of them for those interested. If that’s not you, don’t worry, I’ll be back with another post later this week. Enjoy! Investment & Pensions Europe: Special Report- Investing for Impact (This takes…

Continue Reading