Financial Planning

Haircuts & Convos With Roman & Leo

I’ve always enjoyed getting my haircut. For as long as I can remember, I’d go to the barber every two weeks and this a routine I’ve passed on to Roman, Leo, and Silas (well Silas is more on a monthly schedule right now). Since the barbershop is closed, I’ve decided that I will be the barber and take advantage of…

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Financial Planning

What To Do With Stimulus Checks

This afternoon the Senate passed the coronavirus relief plan to help small businesses impacted by the social-distancing-forced shutdown of business and set the stage for a larger stimulus package that is rumored to be between $850 billion to over $1 trillion; this is the stimulus plan that is supposed to put checks in the mailboxes of every American. As of…

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Financial Planning

A Coronavirus Mixtape

Wednesday night was a weird night. For me, it was reminiscent of the night Lehman Brothers went under. I remember being at Sakura in Indianapolis celebrating our second wedding anniversary; during dinner, my phone began blowing up with alerts about the chaos that was occurring on Wall Street. That night I called all of my clients to let them know…

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Financial Planning

The Answers You Don’t Like To Hear

Sometimes the answers you NEED to hear are not the answers you WANT to hear. I can promise you when your financial advisor uses any of these to explain what she thinks is best for you and your family, she is not dismissing your question and concern that led to the answer. In fact, it’s the opposite. She’s trying to…

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Financial Planning

The Advisor Growth Community™ Is Official!

Midway through yesterday’s Zoom meeting I checked the participant count and I saw 54—that’s right, 54 participants; this number included AGC™ beta members, AGC™ Ambassadors, AGC™ teammates (shoutout to Darlene and Karen), and of course, Taylor and me. With 54 members joining the meeting, this meant there were only a few advisors who were not able to make the meeting…

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Financial Planning

Meeting Of The Minds II: Wealth/Stack Video

I’m still bullish on the future of the profession: Financial Advisors: Courtney Ranstrom / Trailhead Planners Nina O’Neal / Archer Investment Management Samuel Deane / Deane Financial Steve Sivak / Innovate Wealth Brendan Mullooly / Mullooly Asset Management Tim Mullooly / Mullooly Asset Management Ashby Daniels / Shorebridge Wealth Management Brad Sherman / Sherman Wealth Management Russell Kroeger / Upstart Wealth Management Michael Policar / Hightower Bellevue Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions…

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Financial Planning

Three Days In The Desert: Wealth/Stack 2019

It’s been a busy couple of days since arriving home from the inaugural Wealth/Stack conference in Scottsdale, Arizona; I’m just now getting a chance to write up my thoughts from my few days in the desert. First off, I want to congratulate everyone at Inside ETFs, especially Matt Middleton and Sovaida Noronha, my two main contacts there, and Ritholtz Wealth…

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