Week In Review Articles: The WSJ: Expected Earnings Pullback Sets Up Big Test for Bull Market The WSJ: U.S. Stocks Close Higher as Bank Earnings Provide Lift The WSJ: Fed Minutes: Officials See Little Need to Change Rates This Year The WSJ: IMF Cuts 2019 Global Growth Outlook The WSJ: House Flipping Is Back to Pre-Crisis Levels. Here’s Why It’s Less of a Concern…
Author: Justin
Talkin’ Shop: Scott Frank, CFA, CFP® And Financial Life Planning
Scott Frank, CFA, CFP® should be a familiar name, especially if you’ve been reading this blog and listening to my podcast; he’s joined me on the podcast to discuss his approach to financial planning–financial life planning and it is one of the most downloaded episodes, which is a credit to Scott and his story. He might live in California, but he’s…
Define YOUR Success
In this age of consumerism, it’s hard not to get caught up in comparing ourselves to those around us; whether it’s friends, family members, celebrities, or people pretending to be celebrities we are constantly seeing their “successes” (I put this in quotes because not everything shared on social media is legit) and comparing to our own. Stop. Doing. This. “How…
Weekly Mixtape For April 6th, 2019
Week In Review Video Will Be Back Next Week–We Were In Washington D.C. For Spring Break So many memorable intros last night, but meeting @david_perell was up at the top. He nails the power of Twitter and access in this. I’ll add one thing and it’s a bit of a secret….the key to making contacts and building a network is……
Chris Haigh, CFP®: Student Loans And Home Ownership
Episode 40: It seems as if the American Dreams of a college education and home ownership have put many individuals, particularly Millennials, in financial distress. Financial advisors are not immune from the same financial constraints we help our clients with, and in a couple of honest blog posts, Chris Haigh, CFP® shared his experience and anger with the student loan machine.…
Reversion To The Mean: Suze Says No, Justin Says Yes
Ramp Capital: There Is No Substitute For Hard Work The WSJ: A TV Chef Preps Plan To Retire In Five Years Fast Company: 6 Women Share Their Biggest Financial Mistakes The WSJ: The 4% Mortgage Is Back Kevin’s Tweet Ramp Capital: Reducing The Behavior Gap A Wealth Of Common Sense: Personal Finance For Normal People Invest Like The Best With Annie Duke Disclaimer: Nothing…
Weekly Mixtape For March 30th, 2019
Week In Review Articles: The WSJ: Stock Market Rally Trips on Global Growth Fears The WSJ: U.S. Stocks Rise, Notching Best Quarter Since the Crisis The New York Times: Brexit Goes Back To Square One As Parliament Rejects May’s Plan A Third Time The WSJ: The 4% Mortgage Is Back The WSJ: Lyft Shares Surge in Public Debut Poll: In exchange for $5,000, would…
Talkin’ Shop: Content Is King With Taylor Schulte, CFP® and Blake Street, CFA, CFP®
After the DFA Media Summit ended Wednesday, I hitched a ride with my friend Taylor Schulte and we swooped up Blake Street to grab a bite to eat and catch up. It’s opportunities like this that make me feel so fortunate to have discovered Twitter and forged relationships with so many great advisors. I have a tremendous amount of respect…
Talkin’ Shop: Making Money Simple With Peter Lazaroff, CFA, CFP®
Peter Lazaroff is one of our profession’s brightest stars; he’s the Co-Chief Investment Officer (CIO) of Plancorp, an RIA in St. Louis which manages over $4 billion and now, a publishes author. I’ve had the fortune of getting to know Peter through Twitter and hanging out at conferences, but I was able to spend a lot of quality time with him…
West Coast Bound
I’m somewhere over the western part of the country on my way to Santa Monica to participate in an advisor summit at the Dimensional Funds Advisors HQ for the next couple of days. It’s been a while since I’ve been to Santa Monica to visit DFA—the last time I was there it was late 2015 and I was just getting…