Mixtapes

Weekly Mixtape For March 2nd, 2019

Week In Review Articles The WSJ: U.S Economy Grew At 2.6% In The Fourth Quarter The WSJ: U.S., North Korea Trade Blame For Failed Summit The WSJ: Jerome Powell Affirms Fed’s Patient Approach To Interest-Rate Changes The WSJ: Personal Income Cooled In January The WSJ: China Shares Gain Global Sway Thanks To Index Firm’s Move The WSJ: Lyft’s IPO Could…

Continue Reading

Reversion To The Mean Podcast

Reversion To The Mean: Self Vs. Financial Wealth

Of Dollars And Data: How To Invest A Lump Sum The WSJ: Warren Buffett Can’t Find Anything Big To Buy The New York Times: Wealth, Successful, and Miserable The Basis Point: Self Wealth Vs. Financial Wealth Humble Dollar: Other People’s Stuff Stop Ironing Shirts: Should I Coast FI? PRNewswire: Personal Capital Announces Access To Private Equity For High-Net-Worth Clients Free Solo…

Continue Reading

Mixtapes

Weekly Mixtape For February 23rd, 2019

Week In Review Articles: WSJ: Trump Eases Off Hard Deadline for China Tariffs WSJ: History Shows Rebound May Have More Legs as Dow Extends Rally WSJ: Key Brands Pay Price of Kraft Heinz Cost-Cutting Mixtape: The Basis Point: Self Worth Vss. Financial Worth–Notes From A Zen Workaholic “This means self worth will become even more tied to financial worth in all of our minds.…

Continue Reading

Investing

Why I’m Letting My CIMA® Designation Lapse

Sunk Cost Fallacy– the idea that a company or organization is more likely to continue with a project if they have already invested a lot money, time, or effort in it, even when continuing is not the best thing to do. AKA Throwing good money after bad. -Cambridge Dictionary In March 2013 I earned my Certified Investment Management Analyst (CIMA®)…

Continue Reading

Bigger Picture

The D.C. FinTwit Happy Hour Goes National

Last fall I reached out to FinTwit phenom Jamie Catherwood (if you haven’t listened to my podcast with him, get to know him better here) to discuss an ambitious goal—a National FinTwit event. Before I get to the inaugural National FinTwit event, allow me to share how we got here… Late last summer, I organized a small get-together with the…

Continue Reading

Whiteboard Series

Whiteboard Series: Earnings Recession

There has been a lot of talk lately (I almost did this Whiteboard a couple of weeks ago) about a possible earnings recession. When people hear “recession” they often think about 2008 and economic recessions. Well, earnings recessions are not the same and I explain how in this episode of The Whiteboard Series. Be sure to check below the video…

Continue Reading

All About Your Benjamins The Podcast

Frazer Rice: Financial Education For All Net Worths

Episode 38: Establishing a solid financial foundation starts in the home; most people develop their money habits, good or bad, from their parents. While it’s not the case for everyone, most carry on the same behaviors witnessed when while growing up which means it is important for parents to show good money habits, but also teach them to their children. My…

Continue Reading

Reversion To The Mean Podcast

Reversion To The Mean: Happy Birthday MJ

Patrick O’Shaughnessy Tweet Of Dollars And Data: Even God Couldn’t Beat Dollar-Cost Averaging The New York Times: Spend Money Where You Spend The Most Time A Wealth Of Common Sense: Budgeting With Cardi B Pragmatic Capitalism: Banning Stock Buybacks Is Stupid Vanguard: Your Legacy Is More Than Just Your Portfolio Humble Dollar: All Stocks Out For Blood Tweet Air Pods…

Continue Reading

Mixtapes

Weekly Mixtape For February 16th, 2019

No video this week thanks to multiple basketball games for the boys, but check the articles below to see what I would have talked about. See you next week! Week In Review Articles: WSJ: Trump To Declare National Emergency After Signing Spending Bill WSJ: Retail Sales Declined In December At Fastest Pace Since 2009 WSJ: Amazon Cancels HQ2 Plans In New York…

Continue Reading