The millennial generation is defined to those born between 1981-1996. In other words, if you’re between 22-37, you’re a millennial (I’m 37). Like every preceding…
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Millennial Advice from a Millennial
Closest Thing to a Fat Pitch in Investing
“Interest rates go up and down, stock markets boom and bust, but human psychology never changes. I believe that studying how people think about and react to markets—and particularly studying the most common mistakes investors make—can give us an edge...
read moreStability Breeds Instability
“Trump will fire off a tweet and tank the economy.” “The yield curve inversion all but guarantees a recession is right around the corner.” “Tariffs…
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Do You Need a Trust?
People set up Trusts to minimize estate taxes, avoid probate, and seamlessly transfer assets to their heirs. Simply put, a Trust is a legal arrangement…
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The One-Page Challenge
According to a 2018 Cerulli study, 42% of investors either believe their financial advice is free or they have no clue how much they pay….
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Calling it off with 5-2 Offsuit
You’re mentally exhausted. It’s getting late and you’re on the tail end of a 12-hour marathon poker session. You’re down for the evening and desperately…
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Mr. Bond and Mr. Market
Mr. Bond has been in a dark place. He’s back on the bottle, hasn’t showered in days, and has been sleeping in a dumpster. Mr….
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Ultimate Transparency
Free from pretense or deceit Easily detected or seen through Readily understood Characterized by visibility or accessibility of information especially concerning business practices Source: Merriam-Webster…
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What I’ve Learned Over My 15 Year Career
We started every day the same. Our team of “financial planners” gathered in a vast conference room with a sprawling white board at the front….
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BBB Rated Movie
“U.S. corporate debt has climbed to roughly 46% of gross domestic product, the highest on record” – Rachel Louise Ensign, Wall Street Journal We wrote…
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