Over the past couple years, you have heard me discuss more and more about money scripts, how we all have them, how they are influenced by our family’s history around money, and how they establish the basis for how we view money in our lives. Studying this subject under Dr.’s Brad & Ted Klontz, oneContinue reading “My 9/11 Money Story”
One of the things I pride myself on is managing expectations and advocating for you by delineating the noise from the actionable information you need to know. With that, I found it important to reach out with the news breaking this morning about the Russian ‘vaccine’. Unfortunately, I feel it is another ploy by theContinue reading “Russian Into a Vaccine”
This past weekend, my wife and I made the decision to enroll our kids in the virtual option offered by their school for the fall semester. It was a difficult decision for a myriad of reasons, but the reason I wanted to share this with you is because I know that a lot of folksContinue reading “How Going Back to School Can Impact our Kids Relationship with Money”
As we closed the 2nd quarter a couple of weeks ago, I wanted to see if the data we initially began tracking in our post A Tale of Two Charts revealed any new clues about investors behavior in relation to the markets as this is our first full quarter filled with pandemic implemented policies. SomeContinue reading “Q2 Google Search & Investor Trends”
Much like every household this past weekend, we gathered round to watch the much anticipated release of ‘Hamilton’. And all I will say is that it is phenomenal, and Kristin and I couldn’t stop signing along to the songs that were trapped in our head. So there is my review, for what it’s worth. IContinue reading “What Hamilton Can Teach Us About Investing…”
So for the last little while, things have been blah. Not that I am complaining; I think February and March all provided enough excitement to last us for a couple of years. However, this week there were a couple of key developments that I wanted to discuss with you that I think are important toContinue reading “News You Need To Know”
Please buckle your seat belt, we are about to experience some turbulence… It would have been nice if Chairman Powell had ended his press conference this week with that warning. And with that, the S&P 500 was lower by 5.9% at the close of business June 11, 2020. So why this now? We seemed toContinue reading “What Happened to the Market Yesterday? & What YOU Should Do….”
As I alluded to last week, I wanted to go down the rabbit hole that is on everyone’s mind in terms of the economy: What does a recovery look like? More than likely, you have probably heard references of V, W, U, or L shaped recoveries on news programs over the past couple of months.Continue reading “The Final Puzzle”
Several weeks ago in my post, I wrote about how during the Global Financial Crisis of ‘08-‘09, investor’s risk appetite was almost 5 months behind the actual bottoming of the stock market. Fast Forward to 2020, and the chart clearly illustrates a different scenario: What’s interesting to note is that the VIX (the fear gauge)Continue reading “A Tale of Two Charts”
Every year folks anxiously line up outside the arena in Omaha, waiting to hear Warren Buffett and Charlie Munger deliver their opinions on all things. Like most other things this year, there was a change, and we were watching Mr. Buffett and Vice Chairman Greg Abel sit in a 18,000 seat arena pretty much byContinue reading “Lessons from the Berkshire Hathaway Annual Meeting”
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