I originally posted this piece in April 2012 after spending about 8 hours in an ER from late into the night to early into this morning with one of the triplets. I found a brief post by fellow financial field colleague #JoshBrown head at The Reformed Broker. Given the current pandemic and kids homeschooling, I can definitely relate to … Read More
Optimize Your Spending to Increase Your Happiness
Many people think having more money and the ability to buy whatever they want will make them happier, but in reality, the way you spend your money has a greater impact on your happiness. Research even shows that once you obtain a certain income level ($75,000), your level of happiness does not change much. You have likely heard the expression, “spend money on experiences, not things.” As more research … Read More
Essentialism; If You Don’t Prioritize Your Life, Someone Else Will
I often find myself in discussions with individuals and families regarding the personal and financial priorities that seem to continually push and pull on people. I try to get people to think and focus on what is essential to them and the lives that they want to lead. This focus is about making the wisest possible investment of your time and … Read More
How Decluttering my iPhone Helped to Eliminate my Facebook App
This weekend my wife and I were able to go on a college road trip with some very good friends of ours. This was one of the rare trips where I wasn’t going to have to drive and the drive was likely going to be close to 5 hours each way. I was prepared to get some work done with … Read More
The Ability to be Adaptable and Flexible
One of the traits that helped me during my corporate finance career was learning how to be adaptable and flexible. Over the course of my Corporate career I faced some fairly challenging experiences: Took part in the closing of 2 MFG facilities; Involved in the movement of product which eventually resulted in the closure of 4 MFG facilities; Went through … Read More
Self-Improvement, Career, Continuous Learning, and Investing
For this week and next week’s post, I am putting together a curated list of articles that I have been reading or have read over the past few months. On a weekly basis, I have typically included about 5 articles that I have read that I believe readers would find interesting at the end of each post. Unfortunately, my reading … Read More
Barry Ritholtz’s Masters in Business Turns 100
I am a regular connoisseur of Barry Ritholtz’s work both in print and digital. Barry writes for his own site The Big Picture in addition to columns at Bloomberg and The Washington Post. A few years ago Barry began work at Bloomberg on a podcast series called Master in Business (MIB). The premise behind the show is centered on having … Read More
Beware of Genius
Last week I talked about some of the ways to find an adviser and some key items to look for when selecting an adviser. Ironically this past week, news broke that yet more high-profile and wealthy athletes were victims of investment fraud. Former New York Jets quarterback Mark Sanchez and major league baseball pitchers Jake Peavy and Roy Oswalt were … Read More
What Are You Afraid Of?
On most weeknights, depending upon the needs of my kids’, my wife and I will watch a recorded version of the ABC Nightly News. Although this may sound like a strange thing to do given our 24-hour news cycle, most days it is the only chance that we get to sit down together to talk about what is going on … Read More
When I Grow Up
As the graduation season winds down, I usually come across several articles or videos offering advice for new graduates. Sometimes I will even find a few inspiring commencement speeches that can stir your soul. Probably one of the most famous commencement addresses was given by Steve Jobs at Stanford in 2005. Over the years, I believe that some people have confused the … Read More