Millennials, Vlog, Whiteboard Series

Whiteboard Series: Dollar Cost Averaging

Today we’re going to cover one of the basics of saving and investing: Dollar Cost Averaging.     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 see my disclaimers page.

Mixtapes

Weekly Mixtape for May 19, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Last week I started the mixtape off with a plug for Logic’s newest release, which has been on heavy rotation for me the last week, but unfortunately, I don’t have anything for you this week.…

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Vlog, Whiteboard Series

Whiteboard Series: The VIX

You may have heard the VIX spiked nearly 40% yesterday, but you may not know what the VIX is, or what it means to you. Don’t worry, I’ve got you covered…     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…

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Investing

300 Ain’t What It Used To Be

Some perspective on the market today: Dow loses 372 points S&P 500 loses 43 points Nasdaq loses 158 points At first glance, those are some pretty big numbers; they will definitely grab the attention of investors who have relaxed thanks to the markets relatively calm behavior over the last year. As the often quoted in my writing Josh Brown points…

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Bigger Picture

Lemonade Day 2017

This Saturday, May 20th, is Lemonade Day in Indianapolis, and it will be the third year Roman and Leo will be participating with a lemonade stand of their own. For those not familiar with Lemonade Day, it was started in 2007 by Michael Holthouse to teach kids how to start, own and run their own business–a lemonade stand. In 2009…

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Financial Planning, Whiteboard Series

Whiteboard Series: Components of a Financial Plan

I had a little help with this edition of the Whiteboard Series; Leo and I discuss the components of a financial plan. If your financial plan does not address these different aspects of your finances, you don’t have a financial plan–you have sales material. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…

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Mixtapes

Weekly Mixtape for May 12, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. It’s Friday, which means it’s time for a new mixtape to drop! Before I get to this week’s posts, I feel the need to bring to your attention another great album release, Logic’s Everybody. While the…

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Investing, Millennials

Awww SNAP!

Important: In today’s post we will be discussing specific stocks; the inclusion of these stocks in this post is NOT a recommendation to buy or sell. They are included only to illustrate the difficulty and risk of investing in IPOs.  https://twitter.com/ArchelBlunt/status/862400097732243456 They say buy what you know. Well, the Millennials who followed that old adage and invested in Snap Inc.,…

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Bigger Picture

#RevIndy

This weekend my wife and I spent the evening at the Indianapolis Motor Speedway for the #RevIndy fundraising event; this was our second year attending the fundraiser for the Methodist Health Foundation. I’m not a seasoned fundraiser attendee, but Rev has to be the best fundraising event in Indy!