Talkin' Shop

Talkin’ Shop: Ashby Daniels, CFP® And Common Retirement Mistakes

My friend Ashby Daniels, CFP® is one of the most knowledgeable advisors I know when it comes to retirement planning. Ashby is a financial advisor in Pittsburgh and writes the blog, Retirement Field Guide. If I have any questions regarding a retirement strategy I’m considering, Ashby is who I call to make sure I’m not overlooking anything important. Ashby is located in Pittsburgh and with…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 026: Glitch, Please

MarketWatch: Trump Says Stocks Had ‘Glitch’ The New York Times: What Should You Do About A Falling Market? Nothing. The Wall Street Journal: Individual Investors Try Not To Panic Over Big Market Gyrations Chenmark Capital Management: Dare To Be Great The Wall Street Journal: Your Cash Is No Good Here. Literally. The Wall Street Journal: She’s Powerlifting at 76 The…

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Bigger Picture

Tunnel Vision

Ah, yes another New Year’s Resolution Mindset post (a few days later than I had planned)…I know people like to make fun of these lists, but that’s ok–you can skip today if that’s you.  Like my last post, I’m channeling my inner Barry Ritholtz and writing for an audience of one, but I’m sharing for accountability and in case there…

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Mixtapes

Weekly Mixtape For January 5th, 2019

Week In Review Articles: The WSJ: Trump Considers Declaring National Emergency to Build Border Wall The WSJ: In a Shutdown, IRS Will Take Your Money, but Give No Refunds The WSJ: U.S. Stocks Surge on Powell Remarks, Jobs Report The WSJ: Strong U.S. Job and Wage Growth Provides Assurance on Economy The WSJ: Apple Makes Rare Cut to Sales Guidance The WSJ: Nancy Pelosi Elected Speaker…

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Financial Planning

From The Cutting Room Floor

Toward the end of December, I was featured in a segment for our local CBS and Fox affiliates about charitable giving. I was asked about the potential impact on donations due to the changes in the tax laws, primarily centered around the higher standard deduction. Knowing that TV stations are only able to use a fraction of what they record,…

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Bigger Picture

Reflections From 2018

When I first started to write this blog, I remember hearing Barry Ritholtz say he writes for an audience of one…himself. I have to admit, that is great advice I never followed—I’ve viewed All About Your Benjamins as a way to communicate/educate and hopefully one day grow my business. Because of this, I have always written with an audience beyond…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 025: Live From Fishers

The Wall Street Journal: When Couples Retire—And Then Start A Business Bloomberg: Forget Drones. Amazon’s Jeff Bezos Needs Lots Of Delivery Humans AQR: Once More, Without Feeling A Wealth Of Common Sense: Big Up Days In The Stock Market Morgan Housel: Investing Ideas That Changed My Life The Seattle Times: Pensions Provide A Welcome Cushion As Seattle Couple Eyes Retirement Options CNBC: The Budget Breakdown Of A…

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Mixtapes

Weekly Mixtape For December 29th, 2018

With the shortened holiday week I decided to skip the video and hang out in bed with Silas for a bit. Here are a few articles recapping some of the headlines, but there weren’t many other than some volatile days in the market, which really shouldn’t be newsworthy to long-term investors. I’ll be back next Saturday with a new episode of…

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