2009-2011: Totally Awesome, if you’re rich…
“In this country, first you get the money, then you get the power, THEN you get the woman.” -Scarface Exhibit A: Exhibit B: Source: A Rise in Wealth for the Wealthy; Declines for the Lower 93% An...
View ArticleThe Kitchen Table
ta·ble /ˈtābəl/ Noun A piece of furniture with a flat top and one or more legs, providing a level surface on which objects may be placed. I don’t know how it is in your house, but around mine — …...
View ArticleBloombergBlack Review: This Is Not The Disruptor You’re Looking For
When I first shared the news with Josh Brown about BloombergBlack (behind the scenes) it created a much bigger stir than I ever anticipated, especially inside of the wealth management industry. Josh...
View ArticleMorningstar: Mutual Funds Only Kinda Suck…
Part of the wave of revolution happening in the financial services right now is the movement from Mutual Funds to Index Funds, like ETFs. For years, I was a pariah in my old firm for advocating such...
View ArticleAnecdotal Observations: Meanwhile in Mexico…
I’m sitting at a cafe’, having a latte’ and mi espanol es asi-asi but it’s not a problem. I’m checking the markets and portfolios, catching up on emails, texting some friends, posting some stuff to...
View ArticleWhat’s it like to be really rich?
What’s it like to be really rich? Henry James’, Wings of the Dove… Milly, the last heiress of all ages, is a girl free from all earthly ties, and as pure as Alpine air. She has never thought about the...
View ArticleThe Story of The Big Four Banks’ Family Tree
What, you mean your mom or dad didn’t tell you the story? Well….Once upon a time there were 37 different banks, and then they gobbled up each other until they grew into a huge four-headed monster. The...
View ArticleFinancial Advisors: Publish or Perish
Financial Advisors…I don’t know if you noticed it but something happened in our industry, particularly, within the financial blogosphere this last year: I quit blogging (or did I?) The bloggers who...
View ArticleA Nest Thermostat: This One Day…
To many of you, and for good reason, the $250 price tag for a Nest thermostat which is basically a glorified timer sounds absolutely nuts. Dumb even. The idea that Nest learns when you are home &...
View ArticleRobo-Advisors: The Logical Next Step
As a watcher, creator within, and critic of the robo-advising space, I’ve seen the future unfolding firsthand for a long time now. I’ve written about why I think this robot movement is going to be big....
View ArticleThink small. Think Big.
In 2004 Elon Musk simply said, “I wish.” He wished he could drive a car that didn’t use gasoline, was super fast & fun to drive, and, in his vision… was SEX on wheels. He started looking for that...
View ArticleBetterment 13F Snapshot
I’ve been doing some research and thought I’d share this. Disclaimers… Not investment advice, not necessarily free of errors. Using Morningstar and latest 13F (as of 12/31/14). Benchmarked against...
View ArticleWealthfront 13F Snapshot
I’ve been doing some research and thought I’d share this. Disclaimers… Not investment advice, not necessarily free of errors — I also substituted an equal amount of dollars as SPY once individual stock...
View ArticleFutureAdvisor 13F Snapshot
I’ve been doing some research and thought I’d share this. Disclaimers… Not investment advice, not necessarily free of errors. Using Morningstar and latest 13F (as of 12/31/14). Benchmarked against...
View ArticleYour Guide to Understand (And Compete With) Robo-Advisors
Let me be clear about something before we get too far into this. First, this is one of the longest posts I’ve ever written — sorry. But hopefully it’s worth it. And I warned you… This post will be part...
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