The last month and 20-ish day have been a blur, and that’s not even including Wealth/Stack. I checked my calendar and the first time Taylor Schulte and I discussed the idea of The Advisor Growth Community™was August 1st. The conversation started with me pitching Taylor on the idea of a newsletter for financial advisors and he responded with, “what do…
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…
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…
The yield curve has inverted, I’m sure you are aware of that by now, which has a strong track record of preceding (not predicting) a recession. There are plenty of investment and market takes out there, but not many coming from the standpoint of a financial advisor. Traders, short term investors, and stock pickers have different goals and probably need…
Today Roman, Leo, and I had a quick discussion about Roman’s new obsession with Range Rovers…white with black trim and rims to be exact. While there is nothing wrong with driving an expensive car, the luxury doesn’t come without sacrifice, and I wanted to see if they would understand that having a more affordable car might allow them to DO…
While I talk to financial advisors in this video, the content applies to everyone. I might be asking advisors to share their stories of creating financial plans unique to their clients’ goals, but if you’re not a financial advisor you can also look at your financial plan–is it unique to your goals and values? If not, have you shared those…
The future is bright: Courtney Ranstrom / Trailhead Planners Perth Tolle / Life And Liberty Indexes Emlen Miles-Mattingly / Gen Next Wealth Dasarte Yarnway / Berknell Financial Group Alex Chalekian / Lake Avenue Financial Stephen Nelson / The Athlete Investor Taylor Schulte / TaylorSchulte.com Scott Frank / Stone Steps Financial Tyrone Ross, Jr. / TyroneRoss.io Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial…
We spend so much time talking about saving and investing for our future, but what if you’re not healthy enough to enjoy your future? Or, what if all of your savings is spent on medical expenses for conditions that may have been preventable if you invested in your personal health? We should be investing just as much time, maybe not…
Quick shoutout to Brendan Mullooly, former All About Your Benjamins Podcast and Talkin’s Shop guest for his blog post reminding us that our financial plans do not act as a map, but a compass. A financial plan as a map would suggest there is one guaranteed path to reach our goals, but the path to our goals isn’t as direct…
Today I had lunch with a financial advisor friend of mine, and I learned about a disgusting situation he uncovered with a new client. He can’t share this story because compliance says no blogs allowed, so I’m sharing the story. Allow me to set the scene: Baby boomer couple nearing retirement An IRA with around $220,000, a 401(k) with around…