I remember my first lines. I was sitting on a beach in Puerto Rico when it came out. It was a Reuters article from 2013 titled, “Financial advisers hunt clients in the Ivory Tower.” I was asked about how I leveraged my time in business school to prospect for clients. I felt so cool showing[…]
Just a few months ago, my firm launched its first tactical portfolio. It’s a straightforward, rules-based market timing model a la Meb Faber’s Ivy Portfolio. While it’s not for all of our clients, it’s a great way to provide additional value in an increasingly commoditized area of financial services. I do believe traditional active management[…]
Last week, I received a notification telling me that it was my “9th Twitter Anniversary”. At that moment, I thought very little of it and carried on with my day. Who cares about how long I’ve had my Twitter account? But after having had a really fun week on the platform, I couldn’t help but[…]
In just a few weeks, my wife will return to work from maternity leave. I still remember the tentative and concerned look on her face the morning she reported back after having Hazel. It was heartbreaking. Despite having an extra month off this time around, I doubt her feelings will be much different. Like most[…]
My favorite game show growing up was Press Your Luck. You might know it as the one where contestants scream, “BIG MONEY! NO WHAMMY! STOP!” as tiles randomly light up the parameter of a giant prize board aptly called, the “Big Board”. Contestants would both literally and symbolically *press their luck* by pushing a handheld[…]
Add another Millennial murder to the list. This time, doorbells. According to this Mashable article from last week, we’re out here making doorbells. As ridiculous as it might sound, this one actually makes a lot of sense. Technology has made communication so fluid that both the *ding* and *dong* have been rendered obsolete. There’s absolutely[…]
When it comes to debt repayment, there are two prevailing methods. The first is the avalanche method, which has borrowers pay off the debts with the highest interest rate first. It is the most financially efficient since it results in the least amount of expense. Opposite this approach is the snowball method, which has borrowers[…]
Last December, I wrote “When Coffee is Life” to explain why I am obsessed with my favorite drink. And in 2019, I’ve noticed the caffeine conversation growing on a national scale. Almost everywhere I’d turn, *coffee.* Someone left a Starbucks cup on the set of Game of Thrones? Wild. Luckin, the Starbucks of China, went[…]
When I moved to New York City in October 2008, I was terrified of becoming a kid who boomeranged. For those unfamiliar with the term, a “boomeranger” is used to describe members of Gen X and Gen Y who moved back home with their parents as a response to the Great Recession. It’s a term[…]
Over the weekend my wife shared an article with me from Harper’s BAZAAR titled “Men Have No Friends and Women Bear the Burden” by Melanie Hamlett. It’s a stellar examination of the emotional lives of men if not masculinity itself. It details why so many men are terrible at making friends, expressing themselves to other[…]