Mixtapes

Weekly Mixtape For September 22nd, 2019

Week In Review Articles WSJ: Fed Cuts Rates by Quarter Point but Faces Growing Split WSJ: U.S. Tells Saudi Arabia Oil Attacks Were Launched From Iran WSJ: U.S. Sanctions Iran’s Central Bank, Says It Will Send Military Forces to Saudi Arabia WSJ: Fed Mulls Lessons of Money-Market Spike After Curbing Volatility WSJ: U.S. Home Sales Inch Up, Raising Hopes That Slump Is Easing CNBC.com: US…

Continue Reading

Financial Planning

Meeting Of The Minds II: Wealth/Stack Video

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…

Continue Reading

The Rundown

The Rundown: Tyrone Ross, “What’s Done In The Dark”

Shoutout to my good friend Tyrone Ross for the motivation I needed earlier this morning with his Periscope. I usually don’t put Fed related Rundowns on the podcast, but I wanted to highlight Ty’s Periscope to bring it to your attention. Go watch this video as well! What’s done in the dark will come to light. https://t.co/zbXG3FwjHw — Tyrone V.…

Continue Reading

The Rundown

The Rundown: More Income

As much as financial advisors love to solve our clients’ financial planning needs and have all of the answers, the truth is sometimes we don’t have all of the answers. And sometimes we have the answer, but the solution isn’t necessarily easy to accomplish–the most common example/issue is the need for additional income. There are many families who have trimmed…

Continue Reading

Financial Planning

Three Days In The Desert: Wealth/Stack 2019

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…

Continue Reading