WHAT WAS COVERED [Tweet “What I want you to think about and change your frame around is asking them what’s the evidence that what you’re recommending over the next 20 or 30 years is going to be better than what I’m doing with an academically allocated globally diversified portfolio. #YourBusinessYourWealth”] [Tweet “Times of market volatility are…
WHAT WAS COVERED [Tweet “Most people don’t do the right thing, They don’t save enough of their income They know that they want to retire one day but they don’t sit down and do the math to live a work optional lifestyle. #YourBusinessYourWealth”] [Tweet “The biggest investment risk that you have, is the inability to have…
WHAT WAS COVERED [Tweet “Vanguard said the institutional side of investing had a vastly different set of outcomes, when it came to investor behavior through the COVID pandemic.#YourBusinessYourWealth”] [Tweet “In an academically allocated globally diversified portfolio Russia will only make up about 1% of your portfolio due to their market cap. #YourBusinessYourWealth“] [Tweet “The goal of…
WHAT WAS COVERED [Tweet “Does the bank loan their money or other people’s money?… They loan other people’s money. #YourBusinessYourWealth”] [Tweet “Believe it or not, Saving 35% is rare even though its fundamental. #YourBusinessYourWealth“] [Tweet “If our investments outside of 401k’s (known as non-qualified) are half of our investment mortgages, no matter what happens economically, we’ll be…
WHAT WAS COVERED [Tweet “Insurance is a moat or a wall between events and your wealth. #YourBusinessYourWealth”] [Tweet “Our main idea with insurance is grounded in protecting from catastrophic loss and also pursuing full replacement of that asset. #YourBusinessYourWealth“] [Tweet “A personal umbrella insurance policy is just an insurance policy that picks up where your car and…
WHAT WAS COVERED [Tweet “We have policies that provide so much money in the marketplace, that with such a large money supply it has people putting money in all kinds of places, maybe even places they wouldn’t otherwise with a limited money supply. #YourBusinessYourWealth”] [Tweet “You can only keep your wealth if you’re willing to give…
WHAT WAS COVERED [Tweet “Other investors’ behavior inherently affects you even with bonds. #YourBusinessYourWealth”] [Tweet “You can be a long-term buy and hold investor in a mutual fund, but things that other people do, including the fund manager, can generate a tax bill to you without you having sold anything. #YourBusinessYourWealth“] [Tweet “Most clients we meet don’t…
WHAT WAS COVERED [Tweet “We meet you wherever you are, not only physically, but educationally in regards to finances. #YourBusinessYourWealth”] [Tweet “We are only going to miss a meeting if you cancel or if the wifi in the hospital is not dependable. #YourBusinessYourWealth“] [Tweet “Careful about your pride of appearing or being busying. #YourBusinessYourWealth“] LINKS Curious what you…
WHAT WAS COVERED [Tweet “If you go Pre-Tax, you are effectively investing with a partner… the government #YourBusinessYourWealth”] [Tweet “The S&P 500 grew 30% since the beginning of 2020, without the FAANG stocks (the S&P 495), the net gain was 0%. #YourBusinessYourWealth“] [Tweet “An important check we do of an existing portfolio is we look at the…
WHAT WAS COVERED [Tweet “Self-serving bias is thinking, ‘our failures are situational but our successes are our responsibility.’ This can negatively inform how your financial practices are mis-informing your outcomes. #YourBusinessYourWealth”] [Tweet “Naïve cynicism can actually be a profit complex, we all think there is a clear path forward to profit while others are obtuse and…
