Talkin' Shop

Talkin’ Shop: Adam Cmejla And An Advisor’s Value

The value provided by a financial advisor is much greater than what shows up on a quarterly investment report. The trouble with trying to measure a financial advisor’s value is it’s not easy to measure and it’s also not necessarily easy for clients to identify. I asked my good friend Adam Cmejla to join me for a conversation about what…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 017: Mega Billions

iTunes Episode 17: Mega Billions Show Notes: The Belle Curve: Mega Billions Business Insider: My Portfolio Just Lost $75,000 MarketWatch: At A Time Of Market Volatility, Beware Of Rogue Advisers Who Play On Your Fears Humble Dollar: Reality Check Morgan Housel: Haste Makes Waste Jason Zweig: You’re A Bad Investor? That Can Be Good The Wall Street Journal: You Want 20% for…

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Mixtapes

Weekly Mixtape For October 20th, 2018

Week In Review Articles: The WSJ: Dow Closes Higher on Strong Earnings Reports The WSJ: U.K.’s May Urges Europe to Use Creativity to Break Brexit Impasse The WSJ: Canada’s Legalization of Marijuana Offers a Test Case for Other Countries The WSJ: Sears Closing Stores Is a Blessing for Some Landlords, a Curse for Others Mixtape: A Wealth Of Common Sense: How To Stay In…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 016: Millennials Kill Again

</ifra   iTunes: Episode 16: Millennials Kill Again Show Notes: Bloomberg: Millennials Are Causing the U.S. Divorce Rate to Plummet The Wall Street Journal: Elon Musk to Step Down as Tesla Chairman, Remain CEO Of Dollars And Data: Why The Best Predictor of Future Stock Market Returns is Useless Humble Dollar: A Good Life The Wall Street Journal: Jack Bogle’s Bogleheads Keep Investing Simple.…

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Mixtapes

Weekly Mixtape For October 13th, 2018

Week In Review Articles:  Skip to Mixtape!   Mixtape: Humble Dollar: A Good Life ” Now, what people increasingly want is A Good Life—one that’s focused on time with friends and family, work that’s fulfilling and a sense of financial security.” The Belle Curve: Advisors Earn Their Stripes In Down Markets: “When markets are humming along with no volatility in sight, an advisors’ job appears easy. Investment performance…

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All About Your Benjamins The Podcast

Financial Advice and Fintech With Andres Garcia-Amaya (026)

Fintech has already made its impact on investment management, and with innovators like Andres Garcia-Amaya, it’s moving its sights toward financial planning and advice. While most Fintech companies are focusing on driving the cost of investing down, more companies are coming along looking to help individuals find a financial advisor that best fits their needs. Zoe Financial, Andres’ startup company,…

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