Reversion To The Mean Podcast

Reversion To The Mean Ep. 021: Avoid The Struggle

Forbes: The Big Millennial Life Insurance Gap The Wall Street Journal: How Millennials Can Maximize Savings For Retirement A Wealth Of Common Sense: What If You Retire At A Stock Market Peak? Humble Dollar: Fanning The Flames Nat Eliason: No More “Struggle Porn” Khe Hy: The Gnarly Truth About The Content Business The Carnivore Diet Scott Galloway Daily Insights Disclaimer: Nothing on this blog should…

Continue Reading

Mixtapes

Weekly Mixtape For November 17th, 2018

Week In Review Articles: The WSJ: Global Economy Shows Strain As U.S. Steams Ahead The WSJ: Saudi Arabia, Others Inch Closer To Oil Output-Cut Pact The WSJ: Inflation Jumps, But Is Likely To Slow The WSJ:  Amazon Announces HQ2 Winners Mixtape A Wealth Of Common Sense: What If Your Retire At A Stock Market Peak? “Retiring just before a stock market peak could be ruinous to your…

Continue Reading

RLSWM Notes

Is Your Financial Advisor Doing A Good Job?

Originally posted in the RLS Wealth Management Notes on November 15th, 2018 Depends. It depends on how you are looking to measure your financial advisor’s success. It is very common for clients to evaluate their advisor based on the performance of their investment portfolio, which makes sense since it is the most tangible and measurable aspect of the financial planning…

Continue Reading

All About Your Benjamins The Podcast

Private Equity And Impact Investing with Wes Lyons, CFP® (031)

Private equity is an asset class many investors know very little about. It’s limited to the wealthy– you have to be an accredited investor ($1 million in net worth, excluding primary residence or $200k single/$300k married annual income) to have access to the best managers and it tends to be illiquid, which also makes it not the best investment option…

Continue Reading

Mixtapes

Weekly Mixtape For November 10th, 2018

Due to family schedule, I wasn’t able to record a Week In Review video…instead, I thought I’d share an old video I recorded with Leo that I find fitting given all of the narratives surrounding the elections and what might happen as a result–we talk about controlling what we can control. Mixtape: Morgan Housel: When Things Get Wild “Every past decline looks…

Continue Reading

Reversion To The Mean Podcast

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…

Continue Reading

Mixtapes

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…

Continue Reading