Weekend Review

Weekend Review February 28, 2021

Favorite Articles/Podcasts Jessica Hinks: I’m a Dave Ramsey Fan… BUT…- “However, Dave and I don’t see eye to eye on everything. In fact, I find a few of his suggestions to be detrimental to some people’s financial plans. His organization is the hard shove in the right direction many people desperately need. I do, however, want you to think critically about any advice…

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Weekend Review

Weekend Review February 21, 2021

Favorite Articles/Podcasts Jacob Schroeder: The Relationship Between Money and Happiness- “So, can money buy happiness?I believe the framing is wrong. The better question is: how important is the pursuit and accumulation of money to living a happy life?Fortunately, it is a question that has intrigued researchers for a long time. Our perceptions are shaped by fables and love songs about money’s…

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Weekend Review

Weekend Review February 14, 2021

Favorite Articles/Podcasts Michael Batnick: Markets Are Always Changing– “As soon as you figure out the key to the market, they change the locks. I don’t know who said this, but boy is it true. None of the equations work all of the time because the inputs are always changing. Markets resemble biology more than they resemble physics. Just recently, we’ve…

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Weekend Review

Weekend Review February 7, 2021

Favorite Articles/Podcasts Morgan Housel: Unfortunate Investing Traits- “An iron rule of investing is that almost nothing is certain and the best we can do is put the odds of success in our favor. Since we’re working with odds – not certainties – it’s possible to make good decisions that don’t work, bad decisions that work beautifully, and random decisions that…

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Weekend Review

Weekend Review January 24, 2021

Tweets of The Week Favorite Articles/Podcasts Morgan Housel: Personal Finance Philosophies – “Save like a pessimist and invest like an optimist. They’re different skills that can contradict each other. But you need both to build wealth over time. Survive the short run to enjoy the fruits of the long run.“ Josh Brown: Dear Samantha –“This is, I believe, the true…

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Weekend Review

Weekend Review January 17 , 2021

Tweets of The Week Favorite Articles Nick Maggiulli: Just Keep Buying – “This is the investing mantra that can change your life.  These 3 words can make you rich.  What I am talking about is the continual purchase of a diverse set of income producing assets.  I am not talking about when to buy or how much to buy, just to keep…

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Weekend Review

Weekend Review January 10 , 2021

Tweets of The Week Favorite Articles Travis Gatzmeier: 7 Tax Deductions For The Self Employed – “Taxes are complex. Running your business at peak performance requires keeping expenses within reason and finding every deduction you deserve. To help navigate these complexities it’s always wise to have a good financial team on your side.” Justin Castelli: Picking Stocks with Roman and…

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Weekend Review

Weekend Review December 20, 2020

Tweets of The Week Favorite Articles Justin Castelli: Harvesting Gains – “Similar to loss harvesting, gain harvesting involves selling investments in a taxable account but instead of banking losses to offset gains, you realize long-term capital gains at a lower tax rate than expected in the future. That’s a mouthful I know, so let me share an example.” T.J. van…

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Weekend Review

Weekend Review December 13, 2020

Tweets of The Week Favorite Articles Justin Castelli: A Risk To Your Financial Plan You Aren’t Talking About – “There’s another risk that can be just as detrimental to a well constructed financial plan and I am willing to bet very few of you are thinking about it, let alone planning for it. I’ve had a few conversations with clients…

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Weekend Review

Weekend Review December 6, 2020

Tweets of The Week Favorite Articles Ashby Daniels: Who Would’ve Thought? – “I close most articles here with “Stay the course.” While it’s overly simplistic, it’s a decision that must be made if we are going to be successful equity investors. This unique year hasn’t made me question this philosophy so much as it has encouraged me all the more.…

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