Last week I had put together a curated list of articles that I have been reading or have read over the past few months that focused on Self-Improvement, Career, Continuous Learning, and Investing. This week I am wrapping up this two-part series with a focus on some broad topics which include Wealth Planning, Life Planning, Economics, and a few non-descript … Read More
Self-Improvement, Career, Continuous Learning, and Investing
For this week and next week’s post, I am putting together a curated list of articles that I have been reading or have read over the past few months. On a weekly basis, I have typically included about 5 articles that I have read that I believe readers would find interesting at the end of each post. Unfortunately, my reading … Read More
Barry Ritholtz’s Masters in Business Turns 100
I am a regular connoisseur of Barry Ritholtz’s work both in print and digital. Barry writes for his own site The Big Picture in addition to columns at Bloomberg and The Washington Post. A few years ago Barry began work at Bloomberg on a podcast series called Master in Business (MIB). The premise behind the show is centered on having … Read More
Beware of Genius
Last week I talked about some of the ways to find an adviser and some key items to look for when selecting an adviser. Ironically this past week, news broke that yet more high-profile and wealthy athletes were victims of investment fraud. Former New York Jets quarterback Mark Sanchez and major league baseball pitchers Jake Peavy and Roy Oswalt were … Read More
How to Get Started in Finding the Right Financial Adviser for You
Searching for a financial adviser who is the right match for you takes a lot of work. While automated or “robo” advisers have increased in popularity in recent years, they aren’t set up to handle every aspect of your financial life. Try asking one of them if you should buy or sell a house and the impact that it may … Read More
What Are You Afraid Of?
On most weeknights, depending upon the needs of my kids’, my wife and I will watch a recorded version of the ABC Nightly News. Although this may sound like a strange thing to do given our 24-hour news cycle, most days it is the only chance that we get to sit down together to talk about what is going on … Read More
When I Grow Up
As the graduation season winds down, I usually come across several articles or videos offering advice for new graduates. Sometimes I will even find a few inspiring commencement speeches that can stir your soul. Probably one of the most famous commencement addresses was given by Steve Jobs at Stanford in 2005. Over the years, I believe that some people have confused … Read More
The Downward Spiral Within the Apparel Retail Space Except for Amazon
I have recently read several articles in several different publications about the death of retail, namely in the apparel brick and mortar space. Recently several retailers such as Macy’s and Kohl’s have reported lackluster financial figures. I don’t have to look very far from home in this area to see that much of what my wife buys is online. I … Read More
The 40 Year Journey
In less than 24 hours I will be turning 40-years-old. I seem to be more reflective at this birthday milestone than the last one when I turned 30. I look back at that point in my life where I was still trying to figure “life” out. Little did I know that I was just beginning to scratch the surface of … Read More
The Latte Factor is Not Going to Make You a Millionaire; Consider This Instead
Have you ever heard of a theory called the Latte Factor? The theory goes that if you gave up your $5 a day Starbucks latte and rather invested that money over time, you would reach a sizeable amount of money to help you achieve your retirement or some other wealth management goal. Here is the math on this theory using … Read More
