Bigger Picture

Living A Life Of Congruency

“Your values and what drives you, your passions, are congruent with how you live your life.” -Mindy Diamond This morning I was getting caught up on recent podcasts and I finally had a chance to listen to Josh Brown on Mindy Diamond’s, “Mindy Diamond On Independence: A Podcast For Financial Advisors Considering Change” and enjoyed every minute of it—I’m a…

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Talkin' Shop

Talkin’ Shop: Mike Molitoris, CRPC® and Defining Success

We all have a different definitions of success. In our personal lives, success might be finding that elusive work/life balance, putting our children through college without the burden of student loans, annual travel, or reaching retirement at a specific age. In our professional lives, in particular, financial advisors, success might be $1 billion in AUM, it might be a lifestyle…

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Bigger Picture

A November Fast

Social media has been instrumental in my growth as a financial advisor—I’ve made connections with countless financial advisors who I’ve learned a great deal from. I’ve met mentors who have helped me immensely as my business has grown and evolved. I’ve built lifelong friendships with people I would have never met if it were not for social media. Recently, social…

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Mixtapes

Weekly Mixtape November 3rd, 2019

Week In Review Articles The WSJ: Fed Cuts Rate for Third Time This Year, Signals Pause The WSJ: U.S. Growth Settles in at Low Gear in Third Quarter The WSJ: Job Gains Help Extend U.S. Economic Growth The WSJ: Better-Than-Expected Earnings Ease Growth Fears—for Now The WSJ: NCAA Clears Way for Athletes to Earn Endorsement Money The WSJ: Washington Nationals Win the World Series Weekly Mixtape…

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All About Your Benjamins The Podcast

Genti Cici, CFP®, CAIA, MBA: StandUp For Financial Literacy

The lack of financial literacy in America is a well documented issue, and while many financial advisors discuss the statistics, few have built their firms to really make an impact. I briefly learned about Genti Cici’s mission at the Inside ETF’s Canada conference this summer as he and I spent about 30 minutes talking between sessions. I found out that…

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Mixtapes

Weekly Mixtape For October 20th, 2019

Week In Review Articles: The WSJ: Officials View Trade Uncertainty as Biggest Global Economic Risk The WSJ: U.S. Retail Sales Fell in September The WSJ: Fed Eyes Another Rate Cut, Weighs When to Stop The WSJ: British Government Asks for EU Delay Amid Johnson Resistance The WSJ: Interest Rates Are Falling—but Your Credit-Card Rate Could Be Going Up Logic doesn’t run the show. Emotions do.…

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Mixtapes

Weekly Mixtape For October 13th, 2019

Week In Review Articles The WSJ: Stocks Climb on U.S.-China Trade Talk Progress The WSJ: China Emerges With Wins From U.S. Trade Truce The WSJ: Finding Meaning in Quantitative Easing The WSJ: GE to Freeze Pensions for 20,000 Workers The WSJ: Mastercard, Visa, eBay Drop Out of Facebook’s Libra Payments Network The WSJ: The Race to Zero Commissions “People feeling grateful are more likely to help…

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The Rundown

Rundown: Flexibility

Life never goes as planned; sometimes it’s for the better and sometimes it not. Being flexible is important to handle life’s events and it’s important for your financial plan to be flexible as well. Check out this great post by my friend Jeremy Walter in addition to checking out my thoughts on today’s Rundown. Go ahead and subscribe to the RLS…

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