At some point this summer I noticed a new and very active member in the FinTwit community; he was reaching out to all of the people we know and respect to meet for coffee, lunch, dinner, or just some of their time to ask questions and learn. It was obvious he was having success by the thank you tweets he…
Reversion To The Mean Ep. 019: Debt Dodgers
CNBC: These Americans Fled The Country To Escape Their Giant Student Debt The Wall Street Journal: The New Retirement Plan- Save Almost Everything, Spend Virtually Nothing The Wall Street Journal: GE Shows What Happens When Dividend Investing Goes Wrong Think Advisor: New York City Owes About $100 Billion For Retiree Health Care The Wall Street Journal: Steal Dinner and Annuities-Retirement…
Weekly Mixtape For November 3rd, 2018
Week In Review Articles: The WSJ: Wages Rise at Fastest Rate in Nearly a Decade as Hiring Jumps The WSJ: Trump and Xi Talk as U.S.-China Tech Fight Brews The WSJ: GE Slashes Dividend, Discloses Criminal Probe; Shares Sink The WSJ: Boston Red Sox Win the World Series IRS.Gov: 401(k) Contribution Limit Increases To $19,000 For 2019; IRA Limit Increases To $6,000 Mixtape: The Reformed…
Reversion To The Mean Ep. 018: Trick Or Treat
iTunes Episode 18: Trick Or Treat Show Notes: BPS And Pieces: A Matter Of Principles A Wealth Of Common Sense: The Psychology Of Sitting In Cash, Part Deux The Wall Street Journal: Americans Are Divided–About Candy Corn The Wall Street Journal: The Problem When One Spouse Handles The Finances The Irrelevant Investor: All You Need To Do To Finish Rich…
Weekly Mixtape For October 27th, 2018
Week In Review Articles: The WSJ: U.S. Economy Grew at 3.5% Rate in Third Quarter The WSJ: U.S. Stocks Slump on Tech Worries Mixtape: A Wealth Of Common Sense: Martin Short’s Nine Categories For Self Evaluation “Money and career are important but they’re not everything.” The Irrelevant Investor: All You Need To Do To Finish Rich ” I’m all for finding ways to save more…
Josh Brown and Michael Batnick: “Bear Markets Suck”
“Bear markets happen because people are selling their stocks.” -Michael Batnick For good reason, there has been a lot of focus on the markets the last couple of weeks; volatility has picked up, larger sell-offs have been seen, beloved companies have been hammered, and the gains for the year have been erased in the U.S. markets in a short period…
A Deeper Dive Into Fintech With Ian Rosen (029)
The personal finance and investing experience is constantly changing and changing for the better thanks to technology; Fintech is providing education, access, and leveling the playing field and there are few people, if any, who are entrenched in the space than Ian Rose. Ian is the CEO of StockTwits, a platform for investors to trade ideas and learn from each…
Talkin’ Shop: Adam Cmejla And An Advisor’s Value
The value provided by a financial advisor is much greater than what shows up on a quarterly investment report. The trouble with trying to measure a financial advisor’s value is it’s not easy to measure and it’s also not necessarily easy for clients to identify. I asked my good friend Adam Cmejla to join me for a conversation about what…
Reversion To The Mean Ep. 017: Mega Billions
iTunes Episode 17: Mega Billions Show Notes: The Belle Curve: Mega Billions Business Insider: My Portfolio Just Lost $75,000 MarketWatch: At A Time Of Market Volatility, Beware Of Rogue Advisers Who Play On Your Fears Humble Dollar: Reality Check Morgan Housel: Haste Makes Waste Jason Zweig: You’re A Bad Investor? That Can Be Good The Wall Street Journal: You Want 20% for…
Weekly Mixtape For October 20th, 2018
Week In Review Articles: The WSJ: Dow Closes Higher on Strong Earnings Reports The WSJ: U.K.’s May Urges Europe to Use Creativity to Break Brexit Impasse The WSJ: Canada’s Legalization of Marijuana Offers a Test Case for Other Countries The WSJ: Sears Closing Stores Is a Blessing for Some Landlords, a Curse for Others Mixtape: A Wealth Of Common Sense: How To Stay In…