Mixtapes

Weekly Mixtape November 3rd, 2019

Week In Review Articles The WSJ: Fed Cuts Rate for Third Time This Year, Signals Pause The WSJ: U.S. Growth Settles in at Low Gear in Third Quarter The WSJ: Job Gains Help Extend U.S. Economic Growth The WSJ: Better-Than-Expected Earnings Ease Growth Fears—for Now The WSJ: NCAA Clears Way for Athletes to Earn Endorsement Money The WSJ: Washington Nationals Win the World Series Weekly Mixtape…

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All About Your Benjamins The Podcast

Genti Cici, CFP®, CAIA, MBA: StandUp For Financial Literacy

The lack of financial literacy in America is a well documented issue, and while many financial advisors discuss the statistics, few have built their firms to really make an impact. I briefly learned about Genti Cici’s mission at the Inside ETF’s Canada conference this summer as he and I spent about 30 minutes talking between sessions. I found out that…

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Mixtapes

Weekly Mixtape For October 20th, 2019

Week In Review Articles: The WSJ: Officials View Trade Uncertainty as Biggest Global Economic Risk The WSJ: U.S. Retail Sales Fell in September The WSJ: Fed Eyes Another Rate Cut, Weighs When to Stop The WSJ: British Government Asks for EU Delay Amid Johnson Resistance The WSJ: Interest Rates Are Falling—but Your Credit-Card Rate Could Be Going Up Logic doesn’t run the show. Emotions do.…

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Mixtapes

Weekly Mixtape For October 13th, 2019

Week In Review Articles The WSJ: Stocks Climb on U.S.-China Trade Talk Progress The WSJ: China Emerges With Wins From U.S. Trade Truce The WSJ: Finding Meaning in Quantitative Easing The WSJ: GE to Freeze Pensions for 20,000 Workers The WSJ: Mastercard, Visa, eBay Drop Out of Facebook’s Libra Payments Network The WSJ: The Race to Zero Commissions “People feeling grateful are more likely to help…

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The Rundown

Rundown: Flexibility

Life never goes as planned; sometimes it’s for the better and sometimes it not. Being flexible is important to handle life’s events and it’s important for your financial plan to be flexible as well. Check out this great post by my friend Jeremy Walter in addition to checking out my thoughts on today’s Rundown. Go ahead and subscribe to the RLS…

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The Rundown

Rundown: Risk Tolerance

It only makes sense that today’s Rundown deals with risk tolerance–I am at the Riskalyze Fearless Investing Summit, after all. Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers,…

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Financial Planning

The Advisor Growth Community™ Is Official!

Midway through yesterday’s Zoom meeting I checked the participant count and I saw 54—that’s right, 54 participants; this number included AGC™ beta members, AGC™ Ambassadors, AGC™ teammates (shoutout to Darlene and Karen), and of course, Taylor and me. With 54 members joining the meeting, this meant there were only a few advisors who were not able to make the meeting…

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Mixtapes

Weekly Mixtape For September 29th, 2019

Week In Review Articles The WSJ: U.S. Stocks Climb on Hopes for Trade Deal The WSJ: Global Slowdown Spreads Across U.S. Economy The WSJ: U.S. Inflation Decelerated in August The WSJ: Democrats Set Rapid Timetable for Trump Impeachment Probe The WSJ: Endeavor Pulls IPO After Peloton’s Poor Debut The game is to be sold, not to be told… This is an old saying from the…

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