Basketball has always been a big part of my life; I fell in love with it when I was two years old, played through college, and continue to enjoy it with my two boys. The other day I was watching a game with my oldest, Roman, and I had an epiphany. Much like a basketball team’s quest for a championship…
All About Your Benjamins First Video Blog: The DOL’ s Fiduciary Ruling
This is the first of many video blogs (not sure I can bring myself to use the term “vlog”) to come. Producing a short video is much harder than I expected; mainly, because I don’t know how to edit yet, so I’ve got to try to nail it in one take. Overall, I’m happy with the first video, and I’m…
The Quest to Become the Fittest Financial Advisor 16.3
16.3 came and went. I’m a little late in posting this update, but it’s for good reason. Busy days with clients will always postpone a CrossFit related post on this financial blog. Priorities.
Today in History…
March 9th will always be a day I remember for two reasons, separated by twelve years, and totally unrelated: one in 2009 and one in 1997.
Fiduciary
Fiduciary. If you are not familiar with this term–you should be, and you soon will be thanks to the Department of Labor. Currently, the DOL is proposing a new standard for financial advisors. If the bill passes, advisors working with clients on retirement accounts (IRAs, 401(k)s, etc.) will be held to a higher standard of being a fiduciary; the “Fiduciary…
The Quest to Become the Fittest Financial Advisor 16.2
16.2 is almost in the books. Unlike last week, I will be taking another shot at it Monday evening; I’ll provide an update afterwards. Checkout the workout below, and I’ll reveal my initial results:
Less People On The Couch
Jobs Friday is here…it’s the first Friday of the month, and that means the Bureau of Labor Statistics (BLS) releases information on the health of the US Labor Market. Today we learn how many non-farm payrolls (aka jobs) were added in February, along with any change in the unemployment rate. We’ll also get revisions to previous months’ reports. The fact…
Did You Know IRA —–> HSA?
Did you know you are allowed a onetime tax-free transfer from an IRA to your Health Savings Account (HSA)? Well, you are–you’re welcome! Don’t close down your browser in a mad dash to transfer funds from your IRA to your HSA; there is plenty to evaluate to determine if this type of transfer is appropriate for you. I recommend sitting…
The Quest To Become the Fittest Financial Advisor 16.1
16.1 is in the books. This is the first time I have only completed an Open workout once. Usually, I give it a second try in hopes that I can improve with a modified strategy. Not this time. Here’s why:
The Weekly Mix (2/21/2016-2/27/2016)
2/21/2016-2/27/2016