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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Financial Planning, Millennials

Start With The Right Intent

“Every project must begin with the right intent.” – Ryan Holiday I’m in the process of finishing Ryan Holiday’s newest book, Perennial Sellers; it’s a book about creating timeless pieces of work–perennial sellers. I pre-ordered the book because I’m a fan of Holiday’s work, enjoy his writing style and wanted to support him. I also thought I’d pick up a few…

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Millennials

Teaching Kids About Money

The Meb Faber Show Episode #62 is a must listen to for parents and soon-to-be parents. I’m an avid listener of Meb’s podcast, and while his podcast tends to be more technical and about investing, this episode is one that everyone can follow. In episode #62, Meb talks with Ron Lieber about the types of conversations about money we should…

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