The MLB trade deadline is fast approaching, and my beloved Mets seem to be in the midst of a lost season. Hopefully they can pull off some smart trades in the next week or so, and get some useful pieces for the future. The trade deadline approaching put an idea in my head. Imagine there… [Read More] Tim’s Top Links – 7/21/17
This category page is designed to keep our readers up to date on what we are reading from others in the investment industry.
If you ask someone who isn’t a professional in this industry about the stock market, they will almost undoubtedly reference Facebook, Apple, Netflix, or Google. As we in the industry like to call them: FANG (Some people like to throw Amazon in for FAANG, whatever.) HOWEVER, as Ben Carlson points out in his post below,… [Read More] Tim’s Top Links – 7/20/17
Over the past couple weeks, we’ve been trying to highlight the differences between ETFs and mutual funds in our work. Yesterday, Tom posted a blog post that sums up everything we’ve been thinking. You can find the link to the article below. Here’s what I’ve been reading this morning: ‘Differences Between Mutual Funds and ETFs’… [Read More] Tim’s Top Links – 7/19/17
It feels like time and time again the same conversation is had with clients and potential clients. When it comes to financial planning, it really comes down to that second word: planning! Sometimes the looks on people’s faces make it seem like we tell them never to spend another dollar again, and that couldn’t be… [Read More] Tim’s Top Links – 7/18/17
Last week Casey published an extremely important article on our blog. He talks about the questions everyone should ask BEFORE working with a financial advisor. Choosing an advisor is a big decision, and sometimes clients don’t give it the time and consideration it deserves. You can find Casey’s article below. Here’s what I’ve been reading… [Read More] Tim’s Top Links – 7/17/17
One of the biggest things, as a 24 year old millennial, I struggle with on a daily basis is how to communicate to my friends the importance of saving money. Every single one of my friends complains that they have no money, yet they’re out at the bars 2-3 nights a week. Something doesn’t add… [Read More] Tim’s Top Links – 7/14/17