All About Your Benjamins The Podcast

Dollar-Cost Averaging or Lump Sum Investing With Nathan Faber (010)

The tenth episode of All About Your Benjamins The Podcast welcomes yet another member of the Newfound Research crew. I’m joined by Nathan Faber, Vice President of Investment Strategies, to discuss a paper he recently wrote comparing a dollar-cost averaging strategy with a lump sum investment strategy. You might be surprised to learn which strategy the research suggests is optimal.…

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Mixtapes

Weekly Mixtape For March 24th, 2018

Week In Review Articles: CNN: Trump Hits China With Tariffs, Heightening Concerns Of Global Trade War Wall Street Journal: Donald Trump Signs Spending Bill After Threatening To Veto It Wall Street Journal: How Facebook’s Past Data Policy Has Come Back To Haunt It Wall Street Journal: U.S. Stocks End Worst Week In Years Mixtape The Irrelevant Investor: The Easy Pickings “The smartest…

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Financial Planning

Get To Know Your Advisor

@jus10castelli I have enjoyed reading your blog and your tweets. Perhaps I have missed it along the way, but in follow-up to today’s tweet about working with an advisor, what questions should a first timer ask a potential advisor? I’m interested, but also a bit clueless. — Justin Gingerich (@JDGingerich) March 19, 2018 My post last week about the different…

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Financial Planning

Misconceptions Of Working With A Financial Advisor

“Don’t cheat yourself, instead treat yourself” -Richie Rich “Rather Be Ya…” from 2Pac All Eyez On Me (Disc 2) Traditional financial services companies have convinced the public that financial planning and advice are reserved only for the wealthy; without substantial assets to invest or a high income, there is no need for a financial advisor. This message has been so ingrained…

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Mixtapes

Weekly Mixtape For March 17th, 2018

Week In Review Articles: CBS Sports: No. 16 UMBC Upset No.1 Virginia And March Madness Will Never Be The Same Bloomberg: Consumer Sentiment In U.S. Jumps To Highest Level Since 2004 Wall Street Journal: Attorney General Fires Ex-FBI Deputy Director Andrew McCabe Who Was Set To Retire Sunday Wall Street Journal: Justice Department Widens Wells Fargo Sales Investigation To Wealth…

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Fitness

CrossFit Open 18.4… Protect Ya Neck

Your weekly CrossFit Open update is here: Workout 18.4 For Time (9 min cap) Diane (21-15-9) Deadlifts (225#) Handstand Push-Ups right into 21-15-9 Deadlifts (315#) Handstand walks (25 ft. down, 25 ft. back) 85 reps. Welp, that workout did not go as well as I planned. Mentally, I thought I’d have a shot at handstand walks, but my shoulders and…

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Fitness

CrossFit Open 18.3…Second Attempt Worse Than The First

Your weekly CrossFit Open update is here: Workout 18.3 2 rounds for time (14 min cap) 100 double Unders (DUs) 20 Overhead Squats (115#) 100 DUs 12 Ring Muscle-Ups 100 DUs 20 Dumbbel Snatches (50#) 100 DUs 12 Bar Muscle-Ups 472 reps completed on my first attempt. 461 reps complete on my second…that’s not the way it’s supposed to work. As…

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Mixtapes

Weekly Mixtape For March 10th, 2018

Week In Review Articles: Wall Street Journal: U.S. Stocks Rally On Jobs Report Wall Street Journal: U.S. Allies Jockey For Tariff Exemptions New York Times: Gray Cohen Says He Will Resign As Trump’s Top Economic Advisor Wall Street Journal: Mortgage Rates At A Four-Year High Threaten To Roil Housing (That’s a bit aggressive!) Mixtape Brendan Mullooly: Fooled By Optimism “Healthy debate and pushback…

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Whiteboard Series

Whiteboard Series: Hawks vs. Doves

If you tuned into last week’s Week In Review you might remember me using the terms “hawkish” and “dovish” when discussing Federal Reserve Chairman Jay Powell’s testimony before Congress. While these terms are not new to anyone working in finance or closely follow the Federal Reserve (not sure how many people fall into this category), they are probably new to…

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Mixtapes

Weekly Mixtape for March 3rd, 2018

Week In Review Articles: Wall Street Journal: If You Didn’t Sell Stocks This Month, You’ve Probably Got FOMO Wall Street Journal: Fed’s Powell Says His Economic Outlook Has Improved Reuters: “Trade Wars Are Good Trump Says, Defying Global Concern Over Tariff Mixtape Morgan Housel via Collaborative Fund: Obvious Things That Easily Escape Attention “Obvious things escape attention because attention is drawn…

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