No video this week thanks to multiple basketball games for the boys, but check the articles below to see what I would have talked about. See you next week! Week In Review Articles: WSJ: Trump To Declare National Emergency After Signing Spending Bill WSJ: Retail Sales Declined In December At Fastest Pace Since 2009 WSJ: Amazon Cancels HQ2 Plans In New York…
I originally posted and shared this video a couple days ago via YouTube and the response it has gotten has been bonkers!! A little backstory on how this video came to be… Every Friday morning Tyrone, Douglas Boneparth, and I have a Zoom video conference where we talk about what’s going on in our businesses, life, and whatever else might…
It’s Friday night, and I’m finally sitting down to write a recap of my time at the Inside ETFs Conference–it’s been a busy couple of days catching up. Earlier this week I spent a few days in Hollywood, Florida with some of the best and brightest in the business. It never ceases to amaze me the quality of people in…
It’s an honor to get to speak at any conference, but it’s extra special when I get to share the stage with a good friend–this time it was Brendan Mullooly. This week I was fortunate enough to participate on a panel at the Inside ETFs Conference in Hollywood, Florida. The conference was a tremendous experience, and I’ll be writing more…
The future of financial services is very bright; there’s a lot to be excited about: The technology. Access to information. The people. And more. I’m not the only one optimistic about the future–while at the Inside ETFs conference this week I managed to grab nineteen of my friends and asked them all the same question, “When you think about the…
Week In Review Articles The WSJ: U.S. Stocks Slide on Trade Tensions, Global Growth Fears The WSJ: Record Stock Buybacks Draw Fire From Democratic Presidential Hopefuls The WSJ: New England Patriots Win Super Bowl LIII The WSJ: Coke Launches First New Flavor in Over a Decade Mixtape Of Dollars And Data: Even God Couldn’t Beat Dollar Cost Averaging ” If you know when you are…
I’ll keep this introduction short; Khe Hy has been someone I’ve been following for almost two years now–I first heard him on Patrick O’Shaughnessy’s podcast Invest Like The Best and was captivated by his story. I’ve enjoyed his writing and podcast, Rad Awakenings, and it was a tremendous honor to have him the show. We cover a lot of ground…
Clue Heywood Peloton Tweet & Bonus: Douglas Boneparth: Your Financial Advisor Says You Can Buy A Peloton The Irrelevant Investor: The Economics Of Owning A Home A Wealth Of Common Sense: Planning For The Predictable And Unpredictable Expenses A Wealth Of Common Sense: Selectively Cheap Fervent Finance Tweet Peter Lazaroff: What Designations Should Your Financial Advisors Have? Investment News: Hedge Fund Creates The…
Week In Review Articles: The WSJ: Economy Notches 100th Straight Month of Increased Employment The WSJ: Fed Signals Hold on Rate Increases The WSJ: Manufacturers Take a Sales Hit in China The WSJ: U.S. Stocks Post Best January in 30 Years The WSJ: Dozens of Advisers Face Claims of Overcharging for Mutual Funds The WSJ: Polar Vortex Sends Temperatures Plunging; States of Emergency Declared Across Midwest…
February is knocking on our door, which means it’s probably time to start thinking about and planning for tax time. If you have investments, there are a number of tax documents you will receive from your custodian, and sometimes they can be confusing, or even scary. In this episode of the Whiteboard Series, I cover the most common tax forms individuals…