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Collaborative Fun

When it comes to stereotypes, Millennials got em in spades. Needless to say, most of them aren’t very flattering. In fact, a little more than a year ago, The Wall Street Journal updated it’s stylebook to address their writers use of the word “Millennial”, admitting that it was becoming some kind of “snide shorthand.” I[…]

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Follow the Value, Follow the Money

For those unfamiliar with what a mutual fund wholesaler is, allow me to provide a brief explanation. Asset management companies, who manufacture mutual funds and other investment related products, employ legions of wholesalers to go out in to their geographic territories to educate investment professionals, like me, in hopes that they will sell their products[…]

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The Easiest Investment Concept

During an interview with a reporter last week, I was asked what I thought was the easiest investment concept to explain. It was a fantastic question that momentarily put me on my heels. I knew there was no single right answer, but I began racing for one while I ran downstairs to grab a cup[…]

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Patiently Waiting

Immediate gratification is not a Millennial thing, it’s an everyone thing. No one likes to wait, which is why you can pay extra not to. Retailers offer next day shipping, amusement parks offer fast passes to cut the lines and don’t even get me started on instant coffee (if you can call it coffee). We’re[…]

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Short-term Risks

For most of 2018, I felt like we were finally getting out of The Great Recession’s lingering haze. For older members of my generation, it has been a solid seven year run of favorable enough conditions to grab onto something we can call our own. Whether that’s a steady job with benefits or a now[…]