Last month I took a quick overnight trip to NYC to meet with a number of other financial advisors I respect, friends in the business, and go to dinner with a mentor. It was a quick, but memorable trip; I learned some new things from my friends, made a few new connections, and received a lot of needed wisdom and guidance…
In November 2016, I wrote a blog post sharing my bullishness on the financial services industry. I’m even more bullish now than I was back then, but I was recently reminded just how far the financial advisor community still has to go. Last week I was fortunate enough to have the opportunity to hear Ron Carson speak in Indianapolis and…
Every Friday I take Roman, Leo, and now Silas to breakfast at our local coffee shop (shout out to Geist Coffee); R&L get 2 donuts each (I usually get to finish between 1/2 to a whole donut), Silas gets a banana, and I get a bacon, egg and cheese sandwich with a cold brew…no deviation from the order. Every. Friday.…
“Oh when it all, it all falls down I’m telling you oh, it all falls down” -Kanye West 10 years ago last week (this was supposed to be done last week) it seemed that the stock market, U.S. economy, and the global financial system might actually all fall down–here’s my recollection of the first two days in a crazy week… September…
“Now, this type of thing, happens all the time…” -Snoop Doggy Dogg In “Gin and Juice”, Snoop Dogg breaks down everyday life in the LBC (Long Beach City) and while the life of a financial advisor is not near as wild as that of a young Snoop Dogg, there’s plenty of drama in the FPC (Financial Planning Community)… The Drama…
Assets – Liabilities = Net Worth For young professionals focusing on goals like college funding or retirement is important, but it can be daunting. Early in your career, it can be difficult to really get the needle moving on the probability of success for your long-term goals; you’re most likely earning the least you will in your career, probably have…
Note: While I came up with the idea to not spend in July on my own, I have to give credit to my friend, Katelyn Marando, who is doing a similar thing and dubbed the name No Buy July. Katelyn has a great blog geared toward healthy eating and living, you should definitely check her site out at www.katelynmarando.com. June…
Infuriating. Insurance salesperson poses as a “financial advisor”, gives a “plan”, uses it to sell unwanted product. THIS is why we need a fiduciary standard. “r/personalfinance – My husband and I are idiots. We’ve been bamboozled by a financial advisor.” https://t.co/5dhE6lNfkg — MichaelKitces (@MichaelKitces) June 3, 2018 Earlier this week Michael Kitces shared a Reddit thread highlighting a couple who…
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…
“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…