Weekly Mixtape for April 28, 2017


Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time.

It was a great week for content; I had a tough time narrowing down my favorite posts, but I think I chose some great ones.

This week’s mixtape is heavy on investing–we’re covering some of the most important fundamentals with Ben Carlson and Jason Zweig’s posts. Investing is hard and we can be our own worst enemies, which Ben and Jason address.

I preach balance with my clients–finding a healthy balance between preparing for the future and enjoying today; Carl Richards speaks to this in his post on the Behavior Gap. Don’t get too excited by the title; he’s not suggesting you spend your money frivolously, instead spend on experiences.

I recently wrote about my growing interest in ESG investing, and I’m currently working on the second post for that series. As I spend more time researching the methodology, along with the investing behaviors of Millennials, I am not having a hard time finding different sources to read. Check out Chelsea Krost’s blog about the way Millennials are tackling environmentalism and climate policy. It fits right in with the ESG series I’m working on.

Finally, it seems like it’s been awhile since I’ve included something from Josh Brown–trying to avoid being too much of a fanboy. His argument opposite David Einhorn is a great read.

I’ve also been turning up the volume on my own writing and videos; I included a few of them as well.

Enjoy, and have a great weekend!

A Wealth of Common Sense: When Holding is the Hardest Part

The Reformed Broker: Contra Einhorn

Jason Zweig in The Wall Street Journal: Whatever You Do, Don’t Read This Column

Behavior Gap: Spend The Money

Chelsea Krost: Millennials Re-envisioning Environmentalism and Climate Policy

In case you missed these on All About Your Benjamins:

Don’t Knock Hourly Planning

WSJ: The Challenge of Our Disruptive Era

Whiteboard Series: The Rule of 72


Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.