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!

Baby Boomers, Financial Planning

It’s Never Too Late

The majority of my social media, this blog included, tends to be targeted to Millennials, although the subject matter is applicable to everyone. Today, I’m flipping the script; I’m writing for the Baby Boomers, but I still want my Millennial readers to take note. I’m sharing this video in hopes of inspiring one person, just one person, nearing retirement to…

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Mixtapes

Weekly Mixtape for May 5, 2007

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’ve read one of the secrets to success in writing is consistency, so although this week’s Mixtape is going up at 11:00 Friday night, it’s still going up on Friday…I haven’t missed one in 8…

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Whiteboard Series

Whiteboard Series: Dividend Reinvestment

This week we are going to expand upon the last Whiteboard Series and discuss dividend reinvestment and its contribution to the power of compound interest. One simple investment practice can make a huge difference in the longterm outcome of your portfolio. Check it out! Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…

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ESG, Investing

ESG Investing in the News

As I’ve been on my quest to learn everything I can about ESG investing, I’ve come across a lot of great information and writing. I thought I’d share some of them for those interested. If that’s not you, don’t worry, I’ll be back with another post later this week. Enjoy! Investment & Pensions Europe: Special Report- Investing for Impact (This takes…

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ESG

SRI Investing and the ESG Movement Part II

A couple of weeks ago we covered the basics of SRI and ESG investing, why it is becoming a popular investment theme, and why this trend will most likely continue. If you missed Part I, or need a recap, click here to go back to the first post in this series. Today, I want to build upon our foundation and…

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Bigger Picture

The Important Things

Over the weekend my wife finally gave me the ok to share the news of her pregnancy on social media; it seems kind of silly for a grown man to be so excited to post to social media, but I was stoked to share with friends and family that we’d be welcoming our third child later this fall. As I began…

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