As I have mentioned previously, I have been a big “podcast addict” (coincidentally that’s also the name of the android app that I use to listen) since discovering podcasts in early 2017. I don’t know how long they existed prior to me discovering them, but it’s been one of the best things to happen to…
National Financial Planning Month
I am going to guess that 5% of Americans (maybe less!) realize that October is National Financial Planning Month. I admit that these “XYZ Causes of the Month” (oh hey, “National Guide Dog Month”) or the “Kiss a Ginger Day” craze gets to be a bit much, but because financial planning is what I am…
Q3 – 2018: Brandon’s Quarterly Market Commentary
U.S. Equity Markets continued a nice run from July-September and finished higher by most measures. The graph above (courtesy of Yardeni research) tells the story of what has been happening around the globe: US (top line in purple) has been faring better in 2018 than most major markets. A mixture of all indexes is measured…
Five Money Moves to Make By Year End
With less than two months left until the end of the year, now is the time for us to assess what financial moves we should make before December 31. We all know what happens when November and December come around, we have nothing but holiday parties, shopping, and time off with the family on our…
Wealth Is What You Don’t See
Here is something that I read recently that I wanted to share my thoughts on: Wealth Is What You Don’t See (Fervent Finance) I shared this link on my social media this week, and I have been thinking about it (way before today, but more so lately). I think it’s important enough topic that I…
Essentialism, Value of Advisors, and S&P500 Record Highs
Here are some things that I read recently that I wanted to share my thoughts on: Essentialism (Book Summary) (Sloww.com, by Kyle Kowalski) I just finished the audiobook titled Essentialism, authored by Greg McKeown. I recommend it to anyone who wants to get a better grip on their time and is looking to simplify things in their…
Personal Loans, Advice About Money, and Your Social Security Statement
Here are some things that I read recently that I wanted to share my thoughts on: How A Personal Loan Helps Save You Money (Forbes, by Zack Friedman) With the growing popularity of personal loans, and online lending predominantly, I am often asked my opinion so I wanted to weigh in with some comments. If someone is…
Why Advisors End Relationships, How to Save Money, and Employers Have to Give More
Here are some things that I read recently that I wanted to share my thoughts on: Why advisors end client relationships (Financial-Planning.com, by Amanda Schiavo) Many articles are written about how consumers can choose financial advisors, as well as reasons to search for a new advisor. Not as frequently discussed – the other side of the…
France’s World Cup Bonus, Why Young Adults are Broke, and is Life Insurance a Smart Investment
Here are some things that I read recently that I wanted to share my thoughts on: France Just Won the World Cup. Here’s How Much Their Players Get (Time.com, by Julia Glum) How many of us dream big (me!) and aspire to play in the World Cup? Or if you are already past your prime (like me)…
Q2 – 2018: Brandon’s Quarterly Market Commentary
Q2 – 2018: Brandon’s Quarterly Market Commentary Markets improved in Q2 and finished modestly higher by most measures. This volatility in 2018 has ticked higher and we’ve heard rumblings such as “trade war”, “rising interest rates”, and “North Korea nuclear situation”. Since we appear to be in the alter stages of a long bull market, it’s…
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