The Wall Street Journal: When Your Neighbors Move In to Your Investment Portfolio Forbes: Exotic ETFs: 11 Funds For When Tracking The S&P 500 Isn’t Good Enough Rad Reads: What To Do If Your Spouse Works Too Much The New York Times: One Top Taxpayer Moved, And New Jersey Shuddered A Wealth Of Common Sense: Your Household CFO Bloomberg: Madoff’s Victims Are Close…
Week In Review Articles: The WSJ: Dignitaries Gather in Washington for George H.W. Bush’s State Funeral The WSJ: Hiring Slows as Wages Grow, Unemployment Holds at Multidecade Low The WSJ: Fed Weighs Wait-and-See Approach on Future Rate Increases The WSJ: OPEC, Russia Strike Deal to Cut Oil Production The WSJ: Congress Passes Temporary Spending Bill The WSJ: Dow Tumbles Nearly 800 Points as Trade Jitters Return…
In January I started All About Your Benjamins The Podcast with no real expectations. I was a huge fan (and still am) of Patrick O’Shaughnessy’s Invest Like The Best and I decided I wanted to do the same thing. So, after some Google searches, multiple views of a Pat Flynn How-To video series, and some practice runs I launched the…
There is no shortage of stories of professional athletes going bankrupt or being taken advantage of by financial advisors, and my guest Amobi Okugo is determined to change those narratives. Amobi is a professional soccer player in the MLS (fun fact: he went pro after his freshman year at UCLA) and the founder of A Frugal Athlete, which is his…
My friend Billy Cardwell, CFP®, founder of Aurora Financial Strategies, and I had no idea what our topic for this episode for Talkin’ Shop was going to be prior to getting together to compare notes on what we’re doing in our businesses and with our clients. While we were talking, the subject of not having a minimum asset level came…
The Wall Street Journal: Bogle Sounds A Warning On Index Funds Pragmatic Capitalism: John Bogle Is Wrong About Index Funds A Wealth Of Common Sense: The Stock Market Doesn’t Care About You The Belle Curve: Money Scripts A Wealth Of Common Sense: The Biggest Myth In Retirement Savings Morgan Housel: Selfish Writing The New York Times: We Went To A…
Week In Review Articles: The WSJ: George H.W. Bush, America’s 41st President and Father of 43rd, Dies The WSJ: U.S., China Explore Deal as Leaders Meet at G-20 Summit The WSJ: Fed Chairman’s Remarks Spark Market Rally / The WSJ: Fed Minutes Signal December Rate Increase Likely, But Less Certain Path Next Year The WSJ: Oil Suffers Worst Monthly Drop Since 2008 The WSJ: Home-Price Gains Continue…
Very few advisors have embraced the cryptocurrency space as much as my good friend Tyrone Ross Jr. If you are a listener of the podcast, you will remember Tyrone as a guest earlier this year (if you’re not–you should be); he gave a great introduction to the cryptocurrency space and showed why he has become a sought-after speaker. Two days…
I just got back from a quick trip to New York City to meet with some of the best advisors in the game; I’ve talked about the importance of networking not to grow your business, but to learn from others. I’ve made some tremendous connections over the last couple of years and have learned so much from these individuals. One…
Last evening I sent a short email to my clients sharing my appreciation for the relationships we have built, the trust they have in me, and for allowing me to do what I enjoy the most each day. After I hit send, I thought I’d write a post for supporters of the blog and my FinTwit friends. We all have so…