Howard Lindzon: Dear College Students (And Parents) MarketWatch: The Lawyers Who Took On Big Tobacco Are Aiming At Realtors And Their 6% Fee The WSJ: Bitcoin Is In The Dumps, Spreading Gloom Over Crypto World Morgan Housel: Death, Taxes, And A Few Other Things The Belle Curve: The Easiest Decade For DIY Investors Of Dollars And Data: We All Make Mistakes The Irrelevant…
Week In Review Articles: The WSJ: Market Rebound Reaches Crossroads After Latest Rally The WSJ: Stocks, Bond Yields Fall Amid Anxiety Over World Economy NPR: Stock Indexes Drop As Bond Market Flashes Recession Warning The WSJ: Fed Keeps Interest Rates Unchanged; Signals No More Increases Likely This Year The WSJ: Bitcoin Is in the Dumps, Spreading Gloom Over Crypto World The WSJ: Robert Mueller’s Report on…
Today I had lunch with a financial advisor friend of mine, and I learned about a disgusting situation he uncovered with a new client. He can’t share this story because compliance says no blogs allowed, so I’m sharing the story. Allow me to set the scene: Baby boomer couple nearing retirement An IRA with around $220,000, a 401(k) with around…
Week In Review Articles: The WSJ: U.S. Consumer Sentiment Improved in March The WSJ: U.K. Parliament Votes to Delay Brexit as Turmoil Drags On The WSJ: U.S. Jobless Claims Rose Last Week The WSJ: Firms to Pay $125 Million to Clients Over Fee-Disclosure Practices The WSJ: The Fees on Your ‘529’ Tuition-Savings Plan Matter More than Ever The WSJ: Federal Prosecutors Charge Dozens in College Admissions…
I had the opportunity to visit Pittsburgh this week to speak at their local FPA meeting, which meant I got to spend some time with my friend Ashby Daniels, CFP®. Over the last year Ashby has become a very close friend and someone I enjoy getting to talk with on a regular basis–and you better believe any time I get…
Episode 39: In the last year I’ve begun to work with more entrepreneurs and have begun learning new planning strategies that while may not be a good fit for everyone, can be very impactful for business owners and other entrepreneurs. In an effort to continue to expand my horizons as a financial advisor, I met Nina O’Neal who has been…
The WSJ: LaCroix’s Sales Bubble Pops; Stock Tumbles The WSJ: How Accountants Break The Bad News About Tax Refunds: With Chocolate And Tissues Ramp Capital: Nosedive Humble Dollar: Lighten The Load Ben Carlson: From Chaos To Concept Morgan House: Pure Downside, No Silver Lining All About Your Benjamins: Unconventional Financial Planning The WSJ: Stock-Market Volatility Takes A Bite Out of U.S. Households’…
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:…
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…
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…