Investing

Coming Soon: An Increase to China In Your Portfolio

You probably weren’t aware, but yesterday (6.20.2017) China finally (they were denied the last three years) received the approval from MSCI to have some of its “A” shares included in the MSCI Global Standard Benchmarks. For those not familiar with MSCI, they are basically the authority on who gets included in the benchmarks many of the investments we own use;…

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Bigger Picture

Father’s Day Reflections

Father’s Day could not have been any better. I consider myself lucky because the “special events” of my Father’s Day are not much unlike a normal Sunday, meaning I get to live it all the time…homemade breakfast, church, lunch on the boys (wink wink), an afternoon of  playing different sports and a night cap watching the first two parts of…

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Mixtapes

Weekly Mixtape for June 16th, 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. The writing in the blogosphere continues to get better each week…we are living in an amazing time where we have access to all of this information. I’m thankful the writers I include in my mixtapes…

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Bigger Picture

Never Count Another’s Money

“One thing my pops always told me is you never count another man’s money… And if I’m complaining about $44 million over four years, then I’ve got other issues in my life.” -Steph Curry Both of my boys are Steph Curry fans, so this week was an exciting one for them with the Warriors winning the NBA Championship Monday evening.…

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ESG, Mixtapes

Weekly Mixtape for June 9th, 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. This week’s mixtape is dedicated to ESG Investing. As I continue to develop my ESG strategy for my firm, I continue to get more excited about the opportunity for investors to have more of an…

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Bigger Picture, Financial Planning

Trust Your Process

“You must build up your life action by action, and be content if each one achieves its goals as far as possible–and no one can keep you from this. But there will be some external obstacle to acting with justice, self-control, and wisdom. But what is some other area of my action is thwarted? Well, gladly accept the obstacle for…

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Bigger Picture, Financial Planning

No More Excuses…

If you haven’t started a plan to reach your financial goals, what’s stopping you? I’ve already put to rest the “I don’t have enough assets for an advisor” and “I don’t need to be planning yet” defenses here and here, so those can’t be the reason.  So what’s keeping you from meeting with a financial advisor? Embarrassment and denial.

Mixtapes

Weekly Mixtape for June 2, 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 may have been a short week, but there was no shortage of content this week, so let’s get into it…

Vlog, Whiteboard Series

Whiteboard Series: Tax Loss Harvesting

Roman and Leo decided to help me out with today’s Whiteboard Series video. In episode #7 we discuss the basics of tax loss harvesting. I mention this in the video, but to be safe, please consult your financial advisor and/or tax professional before evaluating, or implementing this strategy in your portfolio. In case your interested in my T-Shirt here’s the…

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Mixtapes

Weekly Mixtape for May 26, 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. I’m cutting it close with this week’s mixtape…getting it done just a little before midnight, but it will still be replaced on Friday! I’ve got a good excuse though: I left work a little early…

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