Bigger Picture

Define YOUR Success

In this age of consumerism, it’s hard not to get caught up in comparing ourselves to those around us; whether it’s friends, family members, celebrities, or people pretending to be celebrities we are constantly seeing their “successes” (I put this in quotes because not everything shared on social media is legit) and comparing to our own. Stop. Doing. This. “How…

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Mixtapes

Weekly Mixtape For April 6th, 2019

Week In Review Video Will Be Back Next Week–We Were In Washington D.C. For Spring Break So many memorable intros last night, but meeting @david_perell was up at the top. He nails the power of Twitter and access in this. I’ll add one thing and it’s a bit of a secret….the key to making contacts and building a network is……

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All About Your Benjamins The Podcast

Chris Haigh, CFP®: Student Loans And Home Ownership

Episode 40: It seems as if the American Dreams of a college education and home ownership have put many individuals, particularly Millennials, in financial distress. Financial advisors are not immune from the same financial constraints we help our clients with, and in a couple of honest blog posts, Chris Haigh, CFP® shared his experience and anger with the student loan machine.…

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Reversion To The Mean Podcast

Reversion To The Mean: Suze Says No, Justin Says Yes

Ramp Capital: There Is No Substitute For Hard Work The WSJ: A TV Chef Preps Plan To Retire In Five Years Fast Company: 6 Women Share Their Biggest Financial Mistakes The WSJ: The 4% Mortgage Is Back Kevin’s Tweet Ramp Capital: Reducing The Behavior Gap A Wealth Of Common Sense: Personal Finance For Normal People Invest Like The Best With Annie Duke Disclaimer: Nothing…

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Mixtapes

Weekly Mixtape For March 30th, 2019

Week In Review Articles: The WSJ: Stock Market Rally Trips on Global Growth Fears The WSJ: U.S. Stocks Rise, Notching Best Quarter Since the Crisis The New York Times: Brexit Goes Back To Square One As Parliament Rejects May’s Plan A Third Time The WSJ: The 4% Mortgage Is Back The WSJ: Lyft Shares Surge in Public Debut   Poll: In exchange for $5,000, would…

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Bigger Picture

West Coast Bound

I’m somewhere over the western part of the country on my way to Santa Monica to participate in an advisor summit at the Dimensional Funds Advisors HQ for the next couple of days. It’s been a while since I’ve been to Santa Monica to visit DFA—the last time I was there it was late 2015 and I was just getting…

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Reversion To The Mean Podcast

Reversion To The Mean: Mistakes Are Ok

Howard Lindzon: Dear College Students (And Parents) MarketWatch: The Lawyers Who Took On Big Tobacco Are Aiming At Realtors And Their 6% Fee The WSJ: Bitcoin Is In The Dumps, Spreading Gloom Over Crypto World Morgan Housel: Death, Taxes, And A Few Other Things The Belle Curve: The Easiest Decade For DIY Investors Of Dollars And Data: We All Make Mistakes The Irrelevant…

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