Financial Planning, Millennials

#XYPN17

I’ll be spending the next few days in Dallas with nearly 500 advisors from across the country at the 2017 XY Planning Network Conference. We’ll be discussing how we can better serve our clients, specifically younger professionals. One of the cool things about this conference is while technically we are all “competitors”, you would not be able to tell by…

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Mixtapes

Weekly Mixtape for August 25th, 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’s been a busy week as I prepare to head to Dallas next week for #XYPN17, which is the annual conference put on by the XY Planning Network. I’ll be Tweeting, IG’ing, and blogging from…

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Investing

It’s Not (Totally) Your Fault You’re A Bad Investor

According to the famous Dalbar Study (see chart below), the average investor significantly underperforms the S&P 500, a balanced 60/40 portfolio and even a fairly conservative 40/60 portfolio. The causes for the underperformance are often self-inflicted, but well-intentioned. Nonetheless, they result in poor performance and a frustrating investment experience. My wife and I teach our boys they are responsible for…

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Mixtapes

Weekly Mixtape for August 18th, 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. In the Hoosier State summer is officially over; the calendar might say there are a few weeks left, but school is back in session across the state and the Indiana State Fair is about to…

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ESG, Investing, Millennials

ESG Investing: If Only It Were Simple

It’s been awhile since I’ve written about ESG investing–don’t worry, I haven’t forgotten about the movement. I’ve been taking my time and reading as much as I can about the investment philosophy, it’s pitfalls, and different approaches to implementing it within a diversified investment strategy. After all, the end goal of my research is to develop portfolios for my clients…

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Mixtapes

Weekly Mixtape for August 11th, 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. Another big week in my house, the first day of school for Roman. Last week we celebrated his 7th birthday, and this week he’s off to first grade. And yes, I know what you’re thinking–school…

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Whiteboard Series

Whiteboard Series: 401(k)s

It’s pretty safe to assume most people are familiar with 401(k) plans–the retirement savings plan offered by many companies. While saving into a 401(k) is a great habit, there may be more efficient ways to save for retirement above the amount needed to receive the company match. Check out the video below to learn about different components of your 401(k)…

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Mixtapes

Weekly Mixtape for August 4th, 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 big week in my house, my oldest, Roman turned 7 on Monday. We had a NBA themed party for him on Sunday, and we spent Monday together as a family. We snapped…

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Mixtapes

Weekly Mixtape for July 28th, 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. The boys are staying at their grandparent’s this evening, so my wife and I get a night out on the town, which means I’m under a strict deadline. Short and sweet for the intro this…

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