(041) I knew when Kyle offered to fly out to Fishers to see me we would have a day filled with great conversation and record top-notch content. I had no idea the videos we’d record would be so good that I’d have to make a podcast out of them. With nearly 35 minutes of important information, I was afraid many…
Week In Review: The WSJ: Holding Rates Steady, Fed Plays Down Worries on Low Inflation The WSJ: Jobless Rate Falls to Lowest in Nearly 50 Years as Employers Ramp Up Hiring The WSJ: Stocks Are Off to Their Best Four-Month Start in Decades The WSJ: Facebook Building Cryptocurrency-Based Payments System The WSJ: ‘Avengers: Endgame’ Pulverizes Box-Office Records With $1.2 Billion Debut Mixtape: Morgan Housel: Useful…
Kyle Van Pelt, a strategist at Black Diamond, is one of the brightest minds in the FinTwit community and he is all over the FinTech space. He is also an extremely generous friend in that he made a day trip to Fishers, Indiana from the ATL. Up early to catch a flight, talk shop, record some videos, talk more shop,…
I’d be lying if I said I wasn’t excited when I got the email from Christopher Robbins at Financial Advisor magazine informing me I had been nominated for their 10 advisors to watching in 2019. It’s always an honor and humbling to be recognized by your peers across the country, especially with a list like this one which is not…
Golfworld: Gambler Who Won $1.2 Million On Tiger Woods’ 2019 Masters Victory: “I Had Never Placed A Bet On Sports In My Life” The Wall Street Journal: Fidelity’s Index-Fund Bashing Misses the Mark The Wall Street Journal: SoFi’s No-Fee ETF Launch Saddles Some Customers With Tax Bills Of Dollars And Data: The Money We Don’t Talk About A Wealth Of Common Sense: The…
Quick shoutout to Brendan Mullooly, former All About Your Benjamins Podcast and Talkin’s Shop guest for his blog post reminding us that our financial plans do not act as a map, but a compass. A financial plan as a map would suggest there is one guaranteed path to reach our goals, but the path to our goals isn’t as direct…
Week In Review Articles: The WSJ: U.S. Existing-Home Sales Declined in March The WSJ: U.S. New-Home Sales Rose in March The WSJ: Homeownership Rate Drops for First Time in More Than Two Years The WSJ: U.S. Economy Grew at 3.2% Rate in First Quarter The WSJ: Uber Lowers Its Valuation Target Think Advisor: SEC’s Reg BI Doesn’t ‘Raise the Bar’ Over FINRA’s Suitability Rule: Consumer…
Week In Review Video To Return Next Week Mixtape Morgan Housel: When You’ll Believe Anything “People believe in financial quackery in a way they never would for, say, weather quackery because the rewards for correctly predicting what the stock market will do next week are in a different universe than the rewards for predicting whether it will be sunny or rainy…
It’s not every often that advisors discuss how they invest their personal funds, but it is a fair question for clients to ask. My friend Isaiah Douglass, CFP® joins me again to discuss how we manage our portfolios and how we think advisors should be allocating their market investments. Twitter: @IDFinancial ID Financial Planning And Wealth Management The Veterinarian Success Podcast Disclaimer:…
The Cut: What It’s Like To Grow Up With More Money Than You’ll Ever Spend Bone Fide Wealth: Make It Easy Bloomberg: Homebuying Startups Keep Raising Money Softer Housing Market MarketWatch: Getting Rid Of Debt May Actually Make Your Brain Work Better The New York Times: The Con Of The Side Hustle A Wealth Of Common Sense: Why We’ll Never All…