In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Is Your Aging Parent Trusting The Wrong Financial Advisor? (Forbes, by Carolyn Rosenblatt) As part of my continuing education in the financial industry, we are often educated on the topic of elder abuse. In other words, advisors…
Market Correction – Now What? Some Rules For Life, Advisor Background Check
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: The stock market is officially in a correction… here’s what usually happens next (CNBC, by Evelyn Cheng) Recently we have seen a decent uptick in stock market volatility, and you may hear we are in “correction”…
A No-Lose Lottery, Things Worth Spending Money On, and The Super Bowl Indicator
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: Is America Ready for a “No-Lose Lottery” (Freakonomics Radio, by Stephen Dubner) Sometimes when I listen to a podcast, I am so blown away by an idea that I can’t get it out of my mind. This…
Mutual Fund Fee Developments, How To Improve Your Relationship With Money, and Get Out of Your Mediocrity Rut
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: The Great Fund Fee Divide (Barron’s, by Reshma Kapadia) You want to know what I love about this article – EVERYTHING. Well, it may be boring to some people, but if you want to know more about…
Q4 – 2017: Brandon’s Quarterly Market Commentary
As 2017 wrapped up, December showed continued gains in the US markets and finished higher for the quarter as well as for the year. Much of the headlines in Q4 were dominated by the new tax legislation (which ultimately passed), President Trump’s political strife, and the booming interest in cryptocurrencies. Most important to our business,…
How Markets Performed in 2017, Tax Planning with the New Law, and Credit Card Debt trends
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share: U.S. stocks mount milestone-shattering run in 2017 (The Philadelphia Tribune, by Alex Viega) Since the final stock market trading day took place this past Friday, we can now discuss how the markets fared for the year….
Year-end Tax Strategies, Holiday Spending Tips, and Why Everybody Lies
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…