Throughout the Whiteboard Series and Week In Review videos, we’ve spent time discussing The Federal Reserve and its efforts to manage inflation. As we see inflation beginning to rise, you might begin to hear people talk about stagflation. It’s been a long time since the U.S. has experienced stagflation–most of you probably weren’t alive when it ran rampant in the…
A couple of weeks ago I was feverishly taking down notes at Stocktoberfest East. While I filled multiple pages in my notebook (I shared most of it here), there was one quote that stood out to me more than any other; it was almost as if Howard Lindzon said it directly to me…I underlined it multiple times. “Subscription is the…
Week In Review Articles: Wall Street Journal: U.S. Jobless Rate Falls Below 4% For The First Time Since Late 2000 Wall Street Journal: Fed Holds Rates Steady, But Indicates Increases Will Continue Wall Street Journal: Theranos Cost Business and Government Leaders More Than $600 Million Investors Business Daily: Warren Buffett’s Berkshire Hathaway Now Owns Nearly 5% Of Apple Stock Mixtape: The…
In financial planning there are really only a few variables that individuals actually have control over; interestingly enough, it’s the other variables (out of our control) that attract the majority of the attention. In this episode of the Whiteboard Series, Leo joins me to discuss why you should focus on what you can control and what areas of your financial…
“Without 40, Oli, there’d be no me. Imagine if I never met the broksies.” -Drake, ‘God’s Plan’ Drake credits much of his success to his friends, especially Noah “40” Shebib and Oliver “Oli” El-Khatib; both have played critical roles in Drake’s rise to become one of the most popular artists right now—Noah on the music side of things and Oliver…
Week In Review Articles: The New York Times: Korean Set The Table For A Deal Trump Will Try To Close The Wall Street Journal: Growth Cooled In First Quarter As Consumers Reined In Spending The Wall Street Journal: Wells Fargo’s 401(k) Practices Probed By Department Of Labor Mixtape: What Works On Wall Street: How To Arbitrage Human Nature “But while we…
As many Millennials begin to see their incomes rise, they are beginning to the phaseout of being able to contribute to one of the most powerful investment vehicles around–the Roth IRA. I’m surprised how few people are aware of the backdoor Roth IRA strategy which until the most recent tax bill was technically a loophole. But it now has received…
Tuesday night I hopped on the last flight out of Indy to make my way to New York City for Stocktoberfest East 2018, a tremendous investment focused event put on by the fine folks at StockTwits. The late flight, early morning arrival and full day of learning made for a long Wednesday, but it was definitely worth it–Stocktoberfest East will…
Week In Review Articles: Wall Street Journal: IRS Extends Tax Filing For One Day After Computer Problems Recode: Amazon Prime Has 100 Million-Plus Prime Memberships Wall Street Journal: North Korea’s Kin Strikes Milder Tone On Nuclear Tests, Detainees Mixtape: The Reformed Broker: Reps “There are no natural-born phenoms, just people who got the reps in early, before anyone was paying…
On the fourteenth episode of All About Your Benjamins The Podcast I’m joined by my friend Brendan Mullooly, CFP® of Mullooly Asset Management. In one of my first podcast episodes, I mentioned one of my goals was to have other financial advisors that were early in their careers on before they become big names in the profession–Brendan, along with his…