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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Financial Planning, Millennials

Moving The Needle

When it comes to finances, much of what we focus on is the fun stuff: picking stocks, exercising options, investment performance, etc. — and truthfully it’s all because of the media. Whether you turn on CNBC or go on Google, almost everything we hear about financially is investment-related. But, in personal finance, investments are just one piece of the puzzle. …

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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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Financial Planning, Millennials

How Am I Taxed?

With the combination of all the craziness of Bitcoin, Gamestop, AMC, etc., and tax season being around the corner, I thought it could be helpful to take a deep dive into something that confuses a lot of people, taxes. As I scroll through Twitter, I think I see a minimum of 10 tweets a week talking about how people wish…

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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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Financial Planning

Overcoming Regret

For the last while, I have been writing about topics that are directly related to your financial plan, but I thought it would be good to switch it up this week and talk about something deeper that many people struggle with financially, regret.   Whether it comes from over swiping a credit card, not investing early enough, cashing out a 401(k),…

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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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