Financial Planning, Millennials

The Suit: Financial Planning For A New Generation

Recently, I was interviewed by The Suit magazine regarding my focus on working with Millennials. It’s exciting to have the opportunity to continue working with pre-retirees and retirees, along with my peers. I was told by other advisors that working with younger clients was not possible…well, in just a year my WealthFusion™ program is growing, and I’m finding plenty of…

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Hip-Hop

3 Stacks…

Frank Ocean recently dropped his much anticipated sophomore album, and while I’m not a huge Ocean fan, I am a HUGE Outkast (pre-Speakerboxxx) fan. Naturally, I was excited to hear Andre 3000’s contribution to the album, even if it was just a minute. Check it out below…   https://www.youtube.com/watch?v=oBCSkWLlm_A Can we get some more 3 Stacks?!?!?   Disclaimer: Nothing on…

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Baby Boomers, Estate Planning, Financial Planning, Insurance, Investing, Millennials

Organizing Your Financial Plan

Once you have your financial plan, it’s important to make sure the components of the plan, i.e. insurance documents, investment accounts, estate planning documents, etc., are organized. Sure, you may know where everything is located, but does your spouse? If someone else had to locate the components of your plan, could they? How difficult would it be? I recommend keeping…

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Investing

Sell In May…Not So Fast

Don’t be so quick to “sell in May, and go away”. “Sell in May, and go away, and come back on St. Leger’s Day” was a reality in old England. In the days prior to air conditioning, English stockbrokers would leave to escape the summer heat, and would not return until September, after the final horse race of the British Triple…

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Financial Planning, Hip-Hop, Millennials

Money & Hip-Hop

Typically, rap artists are not your go-to source for financial advice, or even a good example of what to do with your money. For every Jay-Z, there are hundreds of MC Hammers; from the entourages to grills, homes, cars, partying and other frivolous spending, there is little financial responsibility. However, there is no shortage of songs about money, so I…

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Investing, Millennials, Technology

More on Millennials and Fintech

Last week I wrote about the changes in financial services, especially pertaining toward Millennials. Below is a pretty good video discussing Fintech, Millennials, and where the financial advisory industry is heading. Enjoy!   Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please…

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Investing

Back At The Top

A few weeks ago I blogged about the frustrations of rangebound markets for the long term investor. Well, it’s been a good few weeks, and we’re back at the top of the range. We’ll soon know what this visit will bring. Stay tuned…   Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…

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