In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Tax Changes Are Coming Next Year, but You Can Plan for Them Now (NY Times, by Paul Sullivan) Since this will be one of the last posts of the calendar year, I thought I would mention a…
Holiday Shopping Tips, Cryptocurrencies, and QSEHRA
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: 7 Money-Saving, Stress-Less Holiday Shopping Tips (Real Simple, by Maggie Shi) Since we are in the midst of holiday shopping season, I thought sharing one of these articles would be helpful… since most people have absolutely NO…
Discussed Tax Changes, Why Gen Xers are Great, Wise Words from Warren Buffet
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: How Could a Tax Change Affect You? This Is What the Senate and House Propose (NY Times, by Ron Lieber and Tara Siegel Bernard) Much discussion of late regarding the Trump Presidency looking to amend the current…
Client’s Spending Habits, America’s Health Insurance, and The Power of Introverts
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Show Clients Their Spending Habits (Financial Advisor Magazine, by Mitch Anthony) I learned an interesting way to have the “budgeting” conversation with clients. Honestly, not many clients enjoy having the “budgeting” conversation at all…but I learned…
Black Monday Anniversary, Life Insurance Needs, and Why Smart People do Foolish Things
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: It Was 30 Years Ago This Week… (Zacks, by Mark Vickery) I remember where I was 30 years ago this week. Although I was just a teenager, I recall being with my dad (a high school math…
How to “Fascinate”, Good News for Muni Bonds, and Quotes from Warren Buffet
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Fascinate: Your 7 Triggers to Persuasion and Captivation (Authored by Sally Hogshead) I wrapped up this audio book by Sally Hogshead and had some really nice take-a-ways. As a guy who always took notice of “fascinating…
Q3 – 2017: Commentary and thoughts…
We wrapped up September on a high note, and had positive gains for the month as well as quarter. Year-to-date is also solidly higher. Much of the headlines were dominated by Trump, “Rocketman”, and hurricanes…but the markets shrugged off any negative news and were driven from strong corporate earnings. Interest rates (as measured by the 10-year treasury)…
The Equifax Breach, Money Saving Tips, and Generation X
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. The Equifax Breach – What You Should Know (Brian Krebs, Krebs on Security) We’ve all seen the current event news lately as it pertains to the Equifax breach – but what does is mean to you? This…
Flood Insurance, Millennial Kids, and Financial Planning Misconceptions
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Everything You Need to Know About Flood Insurance (Robert W. Klein, Quartz Media) With the recent hurricanes so drastically affecting our nation (Hurricane Harvey in Texas, Hurricane Irma in Florida), I felt compelled to share a…
Money Habits, Women & Retirement, and Powerball
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Are Monetary Habits Hereditary? (Paulana Lamonier, Blavity) I start this week with an article discussing parents’ monetary habits and how it affects their kids. This is particularly relevant to me because this past week, my wife and…