Bigger Picture

Investment News 40 Under 40

For as long as I can remember I’ve always looked forward to checking out the Investment News 40 Under 40. For me, it has always been motivating to see the impact other financial advisors (and leaders in Fintech and financial services) have had on our profession, and not only has the 40 Under 40 issue been motivating, but it has…

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Bigger Picture

Lazy Weekends

This weekend I was the “laziest” I’ve been in recent memory—I laid on the couch with the boys, we watched multiple movies, we took naps, I watched them play Fortnite, I squeezed in some yoga and weights, and we all just hung out enjoying each other’s company. It. Was. Great. Instead of our usual chaotic weekend filled with running to…

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Mixtapes

Weekly Mixtape For June 28th, 2020

Week In Review Articles The WSJ: U.S. Coronavirus Infections Hit Another Daily Record The WSJ: U.S. Stocks Fall More Than 2%, End Week Lower The WSJ: U.S. Initial Unemployment Benefits Steady at 1.5 Million in June The WSJ: Fed Stress Test Finds U.S. Banks Healthy Enough to Withstand the Coronavirus Crisis The WSJ: Wirecard’s Former CEO Markus Braun Is Arrested We win by helping each…

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Bigger Picture

Talking Allyship on The Minority Money Report Podcast

Click Here To Listen To This Week’s “We Need To Talk” Series On The Minority Money Report Emlen Miles-Mattingly’s “We Need To Talk” series on his podcast The Minority Money Report has been phenomenal. I’ve listened to each of the episodes leading up to this week’s, which I was honored to participate in. Emlen is doing a fantastic job facilitating…

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Mixtapes

Weekly Mixtape For June 21st, 2020

Week In Review Articles The WSJ: US Retail Sales Rose Record 18% In May The WSJ: Powell Says Despite Signs of Stabilization, Risks of Long-Term Economic Damage Are Significant The WSJ: Fed Will Amass Corporate Bond Portfolio Using Index Approach The WSJ: Investors Approaching Retirement Face Painful Decisions “If you don’t like the road you’re walking, start paving another one.” – Dolly Parton…

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Financial Planning

Words Of Wisdom For The Side Hustlers

A few weeks ago I had the opportunity to join Kayla Sullivan from Fox 59 to discuss side hustles and what entrepreneurs should consider when setting getting their side hustle off the ground. Getting a chance to be on the local media is always a lot of fun, but they typically are only able to use a very small portion…

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Financial Planning

Momentum

If you look up inertia in the dictionary you will find its definition to be (emphasis is mine) “the resistance of any physical object to change its velocity. This includes changes to the object’s speed or direction of motion.“ Inertia is the glue preventing too many individuals from chasing their dreams, from finding and living their purpose, and from living…

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Mixtapes

Weekly Mixtape For June 14th, 2020

Week In Review video returns next week! Camera difficulty prevented this week’s video. Week In Review Articles The WSJ: World Bank Sees 5.2% Decline in Global Economy in 2020 From Coronavirus The WSJ: April’s Historic Economic Plunge Points to Steep Climb for the World Economy The WSJ: U.S. Initial Unemployment Claims Fell to 1.5 Million Last Week The WSJ: Fed Officials Project No Rate…

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