Coming soon….

In a couple of days the final piece to this arrives…I’m not sure the world is ready for the upcoming addition to the blog. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.


Weekly Mixtape for March 10th, 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.  With today’s jobs report (which came in at 235,000 jobs added February if you’re keeping score) and the Federal Reserve pretty much guaranteed to raise rates next week, there will be plenty of news to…

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Financial Planning, Investing, Millennials

Millennials: You Have to Become Millionaires

Earlier this week, an old Wall Street Journal article made its way across my Twitter feed; the title immediately caught my eye: Most Millennials Don’t See Becoming Millionaires, Study Finds. I’ve shared the article below, but if you don’t have a subscription to the Wall Street Journal, you won’t be able to read it because it’s hidden behind a paywall. Side…

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Financial Planning, Investing, Millennials

Home Country Bias and Your Portfolio

Academic research suggests the foundation for a long term investment strategy is a globally diversified portfolio; statistics show the average investor is holding a domestically diversified portfolio. If the evidence from academic research is so strong, what is the disconnect between the evidence and investor behavior? Most investors suffer from a bias towards investing domestically; in the industry, we call this…

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Dow 20,000

If I want to make it from a wannabe to a true financial blogger, it’s imperative that I have a Dow 20,000 post in my archives! There will be no shortage of coverage of today’s milestone…my hope is to put it into perspective for my readers. It’s the day CNBC, newspapers/magazines, and financial pundits have been waiting for since late…

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Estate Planning, Financial Planning

Don’t Underestimate the Importance of Proper Estate Planning

In my profession, every once and awhile you come across a situation that makes you sick to your stomach…I just had one. Despite the number of red flags in this situation, my intent is not to critique another advisor’s strategy–I won’t have to because the flaws with the strategy will be obvious. Instead, I want to stress the importance of making…

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Economics, Investing

All-Time Market Highs: A Great Time for a Reminder

Exactly one month ago the fate of the United States was being decided, and initially the U.S. markets were pissed. The overnight futures signaled a bloodbath in the markets at the open; it was so negative, I did something I never do: I wrote a post in response to short term market activity. But then the unthinkable happened–the futures recovered, and the…

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