Financial Planning

Guest Appearance On Chit Chat Money Podcast

Last week I got the chance to join the fellas over at the Chit Chat Money Podcast. I was impressed by what these two young men have been able to build. Brett Schafer and Ryan Henderson are way ahead of their peers–not just in investing, but in the fact they have launched a blog and podcast while finishing up college.…

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Mixtapes

Weekly Mixtape For April 26th, 2020

Week In Review Articles The WSJ: U.S. Coronavirus Death Toll Tops 50,000 The WSJ: Millions of U.S. Workers Filed for Unemployment Benefits Last Week CNBC: The US Economy Has Wiped Out All The Job Gains Since The Great Recession Forbes: Paycheck Protection Program, Round 2: Can Your Business Receive Any Of This Money? The WSJ: U.S. Oil Costs Less Than Zero After a Sharp Monday…

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Financial Planning

Haircuts & Convos With Roman & Leo

I’ve always enjoyed getting my haircut. For as long as I can remember, I’d go to the barber every two weeks and this a routine I’ve passed on to Roman, Leo, and Silas (well Silas is more on a monthly schedule right now). Since the barbershop is closed, I’ve decided that I will be the barber and take advantage of…

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Mixtapes

Weekly Mixtape For April 19th, 2020

Week In Review Articles The WSJ: Coronavirus-Afflicted Global Economy Is Almost Certainly in Recession The WSJ: U.S. Jobless Claims Top 20 Million Since Start of Shutdowns The WSJ: For These Companies, Stimulus Was No Solution; ‘We Decided to Cut Our Losses’ The WSJ: The Stock Market Is Ignoring the Economy The WSJ: Bets Against the Stock Market Rise to Highest Level in Years   The…

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Mixtapes

Weekly Mixtape For April 5th, 2020

Week In Review Articles The WSJ: Stocks Suffer Worst Quarter Since 2008 The WSJ: U.S. Employers Cut 701,000 Jobs in March The WSJ: Record 6.6 Million Americans Sought Unemployment Benefits Last Week The WSJ: U.S. Expects Coronavirus Peak in Some Cities Next Week as Global Toll Climbs The WSJ:  Small Business Loan Program Makes Bumpy Start   Give your kids or the kids around you…

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All About Your Benjamins The Podcast

Tim Maloney: Thematic Investing

Technology has brought the average investor greater access to new and different types of investments.  Investors can now invest at lower costs, better tailor their portfolios to their goals and preferences, and even invest in specific sectors and themes. Thematic investing is beginning to gain traction by allowing investors to move from sectors to themes like cybersecurity, cannabis, and e-sports.…

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Mixtapes

Weekly Mixtape For March 29th, 2020

Week In Review Articles The WSJ: Trump Signs $2 Trillion Coronavirus Stimulus Bill After Swift Passage by House The WSJ: Dow Rallies 6.4% After Stimulus Vote The WSJ: Record Rise in Unemployment Claims Halts Historic Run of Job Growth The WSJ: Fed Unveils Major Expansion of Market Intervention   Optimistic post day 10: ✅ Trees need wind to blow against them because it causes…

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Bigger Picture

The Importance Of Mentors (From The Advisor Of Tomorrow)

This morning I wrote a post over on The Advisor Of Tomorrow about the importance of mentors for financial advisors; the reality is, good mentors are important for everyone. We often associate mentors with our professional lives but we can all use mentors in our personal lives as well–parenting, marriage, spirituality, fitness, etc. As I shared the post with my mentors,…

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All About Your Benjamins The Podcast

Phil Pearlman: Building On The Experiences Of Others

It’s been said, “experience is a master teacher, even when it’s not our own.” Phil Pearlman, the Chief Community Officer at StockTwits, has experienced multiple economic cycles, market crashes and recoveries, business successes and failures, and other life events making him a master teacher we can all learn from. In this episode, we briefly touch on current market conditions and…

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