Breaking Down The Long Game

Breaking Down The Long Game: Low-Hanging Financial Fruit For Young Professionals

A couple of weeks ago my colleague, Thomas Kopelman, created a great infographic for young professionals for his blog–you can see it below. We’re working on creating an infographic for every stage of life–in fact, Thomas finished the draft for young families. In this episode of Breaking Down The Long Game, we discuss the infographic in more detail and elaborate…

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Mixtapes

Weekly Mixtape For July 26th, 2020

Week In Review Articles The WSJ: Rise in Weekly Unemployment Claims Points to Faltering Jobs Recovery The WSJ: U.S. Existing-Home Sales Rose 20.7% in June The WSJ: European Union Leaders Agree on Spending Plan for Recovery The WSJ: China Orders U.S. to Close Chengdu Consulate as Payback for Houston Move   Thinking / planning < execution …. if you don’t act …. dreams remain…

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Mixtapes

Weekly Mixtape For July 19th, 2020

Week In Review Articles The WSJ: U.S. Retail Sales Rose 7.5% in June as Stores Reopened The WSJ: Jobs Recovery Shows Signs of Slowing as Coronavirus Surges The WSJ: U.S. Jobless Claims Held Nearly Steady at 1.3 Million in July 11 Week CNBC: More Than 25 Million Americans Are Set To Lose The $600 Unemployment Boost Next Week The WSJ: ‘This Is Not a Normal…

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Mixtapes

Weekly Mixtape For July 12th, 2020

Week In Review Articles The WSJ: New Coronavirus Cases in U.S. Top 60,000 for Third Straight Day The WSJ: U.S. Initial Unemployment Claims Edged Lower in Latest Week The WSJ: File Your Taxes, Even if You Can’t Pay The New York Times: Robinhood Has Lured Young Traders, Sometimes With Devastating Results The WSJ: Disney World Reopens With Masks and Without Lines   2. Help people…

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Financial Planning

Goals, Mission, Purpose, and The Good Life

The future of financial planning, as I’ve shared before, is going to extend beyond crunching numbers for retirement. The future of financial planning is going to focus on helping clients align their finances with their values—and that future is here. This week’s visual, inspired by Jack Butcher at Visualize Value, illustrates the process of aligning your goals with your mission,…

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Financial Planning

Getting A Good Start For Young Professionals

My colleague, Thomas Kopelman, created this great infographic for his blog post today–if you’re a young professional (or anyone getting a fresh start on improving your finances) be sure to head over to his blog to see how this actually plays out, but before you do here are a few additional thoughts I wanted to share: Not only does building…

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Mixtapes

Weekly Mixtape For July 5th, 2020

Week In Review Articles The WSJ: U.S. Coronavirus Cases Hit New Single-Day High Ahead of July Fourth Weekend The WSJ: U.S. Unemployment Rate Falls in June; Jobless Claims Down 55,000 in Week The WSJ: U.S. Stocks Finish Best Quarter in More Than 20 Years   2020 still has a chance to be your most meaningful, most productive, most important year. If you… -focus…

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Bigger Picture

Investment News 40 Under 40

For as long as I can remember I’ve always looked forward to checking out the Investment News 40 Under 40. For me, it has always been motivating to see the impact other financial advisors (and leaders in Fintech and financial services) have had on our profession, and not only has the 40 Under 40 issue been motivating, but it has…

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