Weekend Review

Weekend Review June 20, 2021

Favorite Articles/Podcasts/Videos  Dr Margie Warrell: 10 Things To Remember When Going Through Tough Times – “Perhaps you’re not having the best week… or month… or year. I get it. Many feel the same. So if you’re doing it tough right now, here’s 10 truths to help you weather this ‘storm’ better, and emerge better off.” Hillary Hoffower: 60% of millennials…

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Weekend Review

Weekend Review June 13, 2021

Favorite Articles/Podcasts/Videos Morgan Housel: Getting The Goalpost To Stop Moving – “ If expectations grow faster than income you’ll never be happy with your money.“ Josh Brown: Your father’s stock market is never coming back – “How do you explain stock market risk to someone whose only formative experience with it took the form of a 16-day bear market last March,…

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Weekend Review

Weekend Review June 6, 2021

Favorite Articles/Podcasts/Videos Ben Carlson – If You’re Still Worried, You Aren’t Wealthy – “Some people assume wealth is the amount of money you have in the bank or your investment portfolio. Others judge wealth based on the number of material possessions you’re able to buy. Then there are those people who figure only those with a high enough income can…

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Weekend Review

Weekend Review May 31, 2021

Favorite Articles/Podcasts/Videos Onramp Invest – Methods Of Cryptoasset Valuation – “In general, it’s a well-known fact of markets that assets with higher returns also tend to be more volatile. This, for example, underpins the idea of market beta in the somewhat out-of-date Capital Asset Pricing Model. Cryptoassets are no exception. Although for the past ten years its returns have been…

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Weekend Review

Weekend Review May 16, 2021

Favorite Articles/Podcasts/Videos  Brian Plain – How Guessing and Adjusting Can Help You Find Peace of Mind – “If a man knows not to which port he sails, no wind is favorable.” – Seneca When’s the last time you packed your bags, headed to the airport with the whole family, and only THEN decided where you’re going? Probably never. And yet,…

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Weekend Review

Weekend Review May 9, 2021

Favorite Articles/Podcasts/Videos Ben Carlson – How to Lose Money When the Stock Market is at All-Time Highs – “If you own a handful of individual stocks that are getting killed at the moment, understand this is how it works.Investing in individual stocks is hard. Large drawdowns are more frequent. Bigger gains are possible but so are bigger losses. There are…

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Weekend Review

Weekend Review May 2, 2021

Favorite Articles/Podcasts/Videos Jonathan Clements – Hanging Tough – “Third, I have plenty of cash to cover my costs in the years ahead. I’m still making enough to cover my living expenses, thanks mostly to my work for Creative Planning. But even if that went away, I have enough in short-term bond funds and cash investments to cover my living expenses for the next five…

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Weekend Review

Weekend Review April 25, 2021

Favorite Articles/Podcasts/Videos ANNA N’JIE-KONTE – What’s the point of a financial advisor anyway? – “From what I’ve seen, a lot of people seem to think that an advisor is going to wave a wand and be life-changing for them. I believe a good advisory relationship has the possibility to be life-changing. For example, if you’re stressed about your finances around…

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Weekend Review

Weekend Review April 18, 2021

Favorite Articles/Podcasts/Videos  Ben Carlson – Overnight Millionaires? – “She is so right about the potential for being a client for decades. This is why many of the young and wealthy are seeking out advisors who are their peers. That’s not to say older advisors can’t understand younger clients but most young people aren’t impressed by the name on the door…

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Weekend Review

Weekend Review March 28, 2021

Favorite Articles/Podcasts/Videos  Morgan Housel – Too Much, Too Soon, Too Fast – “A good summary of investing history is that stocks pay a fortune in the long run but seek punitive damages when you try to be paid sooner. Virtually all investing mistakes are rooted in people looking at long-term market returns and saying, “That’s nice, but can I have…

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