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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Big Picture, Financial Planning, Millennials

What Is It Like To Work With A Financial Advisor?

One of my good friends and colleagues, Treyton DeVore, posted a statistic on LinkedIn the other day that is astounding. It stated, “45% of U.S. adults say they’d rather visit the dentist than make an appointment with a financial advisor (AARP survey).” This shocks me because we all know much people hate going to the dentist. As a financial advisor,…

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Big Picture, Millennials, Podcasts

The Long Game Podcast Episode 4: Austen Allred: Betting On Yourself And Merging Your Interests Into A Business That Changes Lives

Apple Podcast Google Podcast Spotify Podcast We are back for the fourth episode of The Long Game Podcast and this time am joined by Austen Allred. In this episode we talk about: His mission he went on to Ukraine after leaving BYU To living in his car as he went all in on betting on himself To writing a book…

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