Millennials and Money – Helping Millennials with all their finances. Get a game plan to build a business, buy a home, pay off school, invest for the future.
One of the most valuable things individuals can do to improve their finances is to know where their money is going. Most people can rattle off their big expenses like housing, transit, health insurance and daycare, but when it comes to intimately knowing your numbers, we usually have no idea what we’re spending our money[…]
I played a lot of sports growing up. Little league baseball, basketball and soccer to be exact. I wasn’t very talented at any of them so, by the time I had reached middle school, video games replaced sports. Why play basketball outside when you can play NBA Jam in air conditioning. And when the internet[…]
One of my favorite year-end tweets came from my friend, Russell Kroeger. I’ve had the pleasure of meeting Russell on several occasions. He is a massively talented financial advisor and one of the most genuine people you’ll meet. Here’s what he had to say about his growth as an advisor in 2019: 2019 has been[…]
In the investment world, it is said that all big companies started out as small companies. From Microsoft to Amazon, every mega-cap today was once a micro-cap, and you can bet that there were critics. “It’s too expensive!” they’d cry. “No one will buy that!” they’d laugh. “It makes no sense!” they’d scream. But year[…]
It’s been a long time since I sat down at a table surrounded by my own family. Even when my grandparents were around, we topped out at about nine, maybe ten, people at the holiday dinner table. In my early twenties, after moving to New York, I made a few trips back home for Thanksgiving,[…]
I am a habitual breakfast skipper. Ever since high school, I’ve avoided eating food in the morning. My mom would get so concerned that she’d write a note to my homeroom teacher asking if it would be okay for me sit outside the classroom during the morning announcements and eat something she hid in my[…]
On Thursday I was invited to close out the hour on The Claman Countdown by weighing in on the markets and discussing some of my favorite stonks. While this was not my first time appearing on live TV, it was the first time I was asked to give my opinion on individual companies. You can[…]
I can’t think of a more dynamic time in one’s life than where Millennials find themselves right now. Our twenties and thirties are loaded with critical decisions at almost every turn. From launching careers and finding purpose in life, to buying homes and starting families, there’s no other time quite like it. I’d argue it’s[…]
Last week, Charles Schwab announced it would offer commission free trading across its brokerage platform. Within what seemed like minutes, TD Ameritrade matched the offer with zero commission trading of their own. Since their *groundbreaking* announcements, there has been no shortage of news articles and blog posts about them and their impact on the financial services[…]
This week is Rosh Hashanah and during Rosh Hashanah we eat apples and honey to symbolize a sweet new year ahead. So, in the spirit of getting back to celebrating all the things, I will keep this week’s post short and, well, sweet. There’s almost no escaping the news surrounding Trump’s impeachment inquiry. Regardless of your[…]