Mixtapes

Weekly Mixtape For January 10th, 2021

Week In Review Articles The WSJ: Congress Certifies Joe Biden’s Election Win Following Day of Turmoil The WSJ: Georgia Senate Wins by Democrats Followed Years of Party Organizing The WSJ: House Democrats to Introduce Article of Impeachment Against Trump The WSJ: Coronavirus Live Updates: Reported U.S. Cases Rise as Deaths Dip The WSJ: Covid-19 Surge Ends Seven Months of U.S. Jobs Growth The WSJ:…

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All About Your Benjamins The Podcast, Mixtapes

Weekly Mixtape For January 3rd, 2021

The headlines that may or may not be impacting your financial plan and portfolio… Week In Review Articles The WSJ: Trump Signs Covid-19 Aid Bill Averting Government Shutdown The WSJ: Five Investment Trends That Skyrocketed in 2020 The WSJ: Year Ends With Record-Setting Month in U.S. for Covid-19 The WSJ: The U.K. Has Finally Cut Ties With the EU. Here’s What Has Changed. People…

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Bigger Picture

The Pursuit Of Happyness

Last year we started a new family tradition for New Year’s Day, watching The Pursuit Of Happyness. This year as we watched the movie, I asked the boys to think about what makes them happy—what does happiness mean to them? I was a bit underwhelmed (not unhappy though) with their answers but they are just 8 and 10, so I’m not…

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Bigger Picture

Making The Most Of Your Twenty-Four Hours

If you could break down your day, hour by hour, to create your ideal day, what would it look like? This week I was talking with my friend, Derick Grant, reflecting on the last year and my goals for the upcoming year. In addition to goals, I shared areas I’d like to see improvement—I’d like to get back to my…

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Mixtapes

Weekly Mixtape For December 20th, 2020

  Week In Review Articles The WSJ: Joe Biden Officially Captures Enough Electoral Votes to Win Presidency The WSJ: U.S. The Mass Distribution of Covid-19 Vaccines Is Under Way. ‘Everything Has to Come Together.’ The WSJ: Moderna’s Covid-19 Vaccine Is Cleared for American Use The WSJ: Virus Relief Bill Held Up by GOP Bid to Limit Fed’s Lending Powers The WSJ: Fed Stress Tests Show…

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Financial Planning, Investing

Harvesting Gains

It’s year-end tax planning time… I’m sure you’ve heard of tax-loss harvesting—the process of selling investments in a taxable investment account at a loss to realize the loss and be able to offset future capital gains. Financial advisors and CPAs often recommend this strategy and robo-advisors will even take care of it for you. It’s a strategy worth exploring and…

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Mixtapes

Weekly Mixtape For December 13th, 2020

I came downstairs to record today’s Week In Review video only to realize my camera is at my office. No video this week, but I’ll be back next week! Week In Review Articles The WSJ: Pfizer-BioNTech Covid-19 Vaccines Are Prepped For Shipment The WSJ: How Pfizer Delivered A Covid Vaccine In Record Time: Crazy Deadlines, A Pushy CEO The WSJ: U.S. Household…

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