Month: July 2018

Making Good Use Your Time

Over the weekend, I read an article discussing the Retirement Planning Pyramid. This was originally created by The Journal of Retirement Planning and then updated by Tony Isola of Ritholtz Wealth Management. All credit goes to Tony for bringing this content front and center and Josh Brown for getting it updated. The concept of the…

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Fitness & Finance

What does it take to improve your health, wellness, and overall physique? The answer is to have a consistent exercise program and eat well. Diet and exercise, when used collectively, provide the greatest chance for you to see results. So what then will improve your financial health, wellness, and portfolio physique? Let’s discuss! I’m going…

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Surviving Your Investments

I recently finished reading Deep Survival by Laurence Gonzales. It’s an excellent book that does a great job of evaluating how people make decisions and ultimately fail or succeed in remarkably challenging situations. These chaotic events are pretty insane. For example, Gonzales recounts the decisions made by a climber while basically falling off the side of a…

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Explaining Mutual Funds & ETFs’

Technology over the past 20 years has completely revamped almost every industry. It has created millions of jobs and at the same time eliminated millions of remedial tasks society was accustomed to. In finance, this same story holds true with how we monitor, maintain and implement investment decisions. I would say technology has dramatically improved…

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