Welcome to Q4 2018. Here’s where we are: Do the right thing no matter how you choose to operate your business. You can tell your clients you’re a fiduciary and that you have their interests above all else, but you’re going to talk that talk you need to walk that walk. There’s not a single[…]
To quote Thomas R. “Big Tom” Callahan, Jr., “You’re either growing, or you’re dying!”. When it comes to wealth management, you can grow your business in one of two ways. The first way is organically, through marketing efforts (including referrals), and the second way is inorganic growth, through acquisitions. Throughout my career, I’ve experienced enough[…]
So, what’s your favorite story from the recession? Mine is when former Lehman Bros. CEO, Dick Fuld, got punched in the face at the gym. I still can’t believe someone did what everyone on Main Street was thinking. Did it put dollars back in the pockets of those who lost it all, or prevent the[…]
According to my SEO professionals, there are a lot of Google searches out there on how to save a million dollars. Many of these searches will have you stumble across financial blogs where so called “financial experts” pawn off sensational stories of uncomfortable austerity and radical savings schemes (or as they think of it, practical[…]
Growing up, many of my summer vacations revolved around my father qualifying for his company’s national conference. By meeting certain production requirements, we would get to travel to a big city and then hop in a minivan to explore whatever part of the country we were in at the time. Thanks to AAA and their TripTik, my dad[…]
Today’s blog post is political and the opinions express here within are mine, and mine alone. A few months ago, a fellow young financial advisor reached out to tell me how much they appreciated my political commentary on social media. They went on to tell me that they wished they could do the same but[…]
On Monday, there was this crazy article written by CNBC’s Annie Nova suggesting that more that 1 million people default on their student debt each year and, that 40% of borrowers are expected to default on their student loans by 2023! The article was based primarily on two different research papers. The more recent paper, titled[…]
Millennials and personal finance is my thing. So I love that this Axios article also caught the attention of Michael Kitces, Josh Brown, and Michael Batnick. I personally wanted to see where student debt repayment squeezed into the “average” Millennial’s cash flow and how much of a drag it really has on their financial lives. Then, I[…]
In the spring of 1998, during peak puberty, I won an all-expenses paid trip to the Electronic Entertainment Expo (E3) in Atlanta, GA. I was so excited that it made Charlee Buckett’s “golden ticket” moment in Willy Wonka seem as basic as winning a small fry on the McDonald’s peel-off Monopoly game. After my parents’[…]
Most parents tune out the beautiful sounds of their toddler’s favorite cartoons. Not me! While others are escaping into their iPhones to check their social media feeds, I am joining my little girl on amazing animated adventures. I love cartoons. Always have and always will. The Simpsons, Ren & Stimpy and Rick and Morty barely[…]