Week In Review Articles: The WSJ: Fed Officials Cut Rates Amid Worries on Trade, Global Growth The WSJ: Impeachment Hearing: Witnesses Testify on Concerns About Trump-Zelensky Call The WSJ: Charles Schwab Holds Talks to Buy TD Ameritrade Weekly Mixtape: A Wealth of Common Sense: What Would You Have Done In 2009? “Diversification is the simple way to avoid the all-in/all-out mindset. Another way to…
Traveling to New York City in November has become an annual pilgrimage. My first trip to NYC was back in 2015 for the inaugural Evidence-Based Investing conference put on by the Ritholtz Wealth Management crew. That trip was not only my first November trip, but it was my first trip to NYC…ever. Let’s take a trip down memory lane… 2016…
I had the fortune of joining Eric Balchunas, Scarlet Fu, and Carolina Wilson on the set of Bloomberg’s ETF IQ. What an experience! It was a blast and hope this is the beginning of opportunities to hop in front of a real camera instead of my little old Canon. Thank you to Eric, Scarlet, and Carolina for being so welcoming…
The Dow just broke through 28,000 (for now). The U.S. markets measured by large, mid, and small-cap stocks are all up over 20% in total return heading into the final few weeks of the year. Apparently, there are some “positive” conversations going on between the U.S. and China–at least that’s where we are in the cycle of good talks-bad…
Week In Review Articles: The WSJ: Dow Jones Industrial Average Tops 28000 for the First Time The WSJ: Global Economic Powerhouses Stuck in Low Gear The WSJ: Next in Google’s Quest for Consumer Dominance: Banking The WSJ: Disney Reports 10 Million Users for Its New Streaming Service Weekly Mixtape Of Dollars And Data: N=1 “And in the modern age, doing this has never been easier. …
This morning I came across an article in the New York Times that I thought would be a good read for my friend Nina O’Neal; the article covered a women’s’ group trip and the networking, self-care, and safe space that was provided to the women. If you did not know, Nina is the founder of the Female Advisor Network and…
“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…
Just a few weeks ago we were all fearing the next recession; it was code red–recession imminent. The yield curve had inverted, global growth was slowing, the U.S. and China feud seemed to be going nowhere, and the Fed was definitely not doing QE. The headlines and media were certain the next recession was upon us. Things sure have changed…
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…
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…