The greatest investor of all-time isn't who you think it is. And he did it in ways you never would have imagined. I talk to the man who literally wrote the book about this investor and his returns and what the money did to him and his team.
Continue Reading Jim Simons: The Greatest Investor of All-Time
Professor Scott Galloway's Algebra of Wealth: A Simple Formula for Financial Security covers personal finance as only as he could, but is it worth a read?
Continue Reading Book Review: The Algebra of Wealth by Professor Galloway
In the latest pod, we discuss: -The weak jobs report and why unemployment ticking up helped stocks and bonds -How the Fed's dual mandate (employment and inflation) are coming into conflict and why rate cuts might be around the corner -Whether the Fed will be reluctant to cut rates close to the election -Why dollar cost averaging doesn't work mathematically and is often requested at the wrong time, but can still be the right approach for investors
Continue Reading Dollar Cost Averaging and the Weak Jobs Report
An efficient recap of the best planning and investing articles from the past week, along with a warning about decaf coffee and the latest podcast and book recommendations.
Key takeaways from the best timely investing and financial planning articles I read last week, plus ending the war on the young.
It’s a privilege to be able to help people with their money and lead such a great team. Appreciate Barron’s letting me share our vision, our plan, and my story.
Continue Reading Talking to Barron’s about Heritage Financial and My Career
In Your Money This Week we're looking at the Magnificent Seven, R.I.P. the Goldilocks market narrative, and concerns with housing.
Key takeaways from the best timely investing and financial planning articles I read last week, plus reasons to be optimistic on Earth Day.
Tax rates have to be higher in the future to fix our debt issues, right? Nope. Here's why, and why assuming so could be a costly mistake.
Key takeaways from the best timely investing and financial planning articles I read last week.
