“My purpose is to live a fulfilled life, achieve my goals, and make a lasting impact on others, while at the same time guiding others to their own fulfillment by supporting them and encouraging them to step out of their comfort zone to achieve their goals.” Last March I began working with a coach to start practicing meditation. My good…
Weekly Mixtape For January 10th, 2021
Week In Review Articles The WSJ: Congress Certifies Joe Biden’s Election Win Following Day of Turmoil The WSJ: Georgia Senate Wins by Democrats Followed Years of Party Organizing The WSJ: House Democrats to Introduce Article of Impeachment Against Trump The WSJ: Coronavirus Live Updates: Reported U.S. Cases Rise as Deaths Dip The WSJ: Covid-19 Surge Ends Seven Months of U.S. Jobs Growth The WSJ:…
Weekly Mixtape For January 3rd, 2021
The headlines that may or may not be impacting your financial plan and portfolio… Week In Review Articles The WSJ: Trump Signs Covid-19 Aid Bill Averting Government Shutdown The WSJ: Five Investment Trends That Skyrocketed in 2020 The WSJ: Year Ends With Record-Setting Month in U.S. for Covid-19 The WSJ: The U.K. Has Finally Cut Ties With the EU. Here’s What Has Changed. People…
Picking Stocks With Roman And Leo
I hope Roman and Leo pick up good money habits and investing principles just observing me doing my job. But, rather than assume I’m constantly talking to them about the basics of finance and I finally was able to get them to my office to record a video about investing. I funded an account with Public and asked the boys…
The Pursuit Of Happyness
Last year we started a new family tradition for New Year’s Day, watching The Pursuit Of Happyness. This year as we watched the movie, I asked the boys to think about what makes them happy—what does happiness mean to them? I was a bit underwhelmed (not unhappy though) with their answers but they are just 8 and 10, so I’m not…
“Pay Yourself First”–How I Invest My Money
I’m finally getting around to reading How I Invest My Money by Josh Brown and Brian Portnoy—it’s a book about how financial professionals manage their money and financial plans. It’s filled with stories from some of my very close friends and I love to see my friends highlighted in such an amazing and important book. As I read a couple…
Max Rofagha: Finimize And Its Global Finance Community
Another company leveraging community to help grow and spread financial education is Finimize and in this episode, I’m joined by their CEO Max Rofagha. The story of how Max found his way to the world of finance is fascinating given that he had no background, other than an interest in his own personal finance and the willingness to ask a…
Making The Most Of Your Twenty-Four Hours
If you could break down your day, hour by hour, to create your ideal day, what would it look like? This week I was talking with my friend, Derick Grant, reflecting on the last year and my goals for the upcoming year. In addition to goals, I shared areas I’d like to see improvement—I’d like to get back to my…
Weekly Mixtape For December 20th, 2020
Week In Review Articles The WSJ: Joe Biden Officially Captures Enough Electoral Votes to Win Presidency The WSJ: U.S. The Mass Distribution of Covid-19 Vaccines Is Under Way. ‘Everything Has to Come Together.’ The WSJ: Moderna’s Covid-19 Vaccine Is Cleared for American Use The WSJ: Virus Relief Bill Held Up by GOP Bid to Limit Fed’s Lending Powers The WSJ: Fed Stress Tests Show…
Harvesting Gains
It’s year-end tax planning time… I’m sure you’ve heard of tax-loss harvesting—the process of selling investments in a taxable investment account at a loss to realize the loss and be able to offset future capital gains. Financial advisors and CPAs often recommend this strategy and robo-advisors will even take care of it for you. It’s a strategy worth exploring and…