I’ve been a huge fan of Warren Buffett and his partner, Charlie Munger, for more than 25 years. For obvious reasons, the 2020 Berkshire Hathaway Shareholder meeting was available online. That meant I was able to hear from "Oracle of Omaha" while sitting in my home office. Unfortunately, my excitement was gone soon after the event started.
In the last several weeks, I’ve received more than a half dozen press requests asking: “How will the coronavirus affect investment portfolios?” Although very few clients have asked me this question directly, I thought I’d share my thoughts on this topic.
For many years, I taught Retirement Planning classes to adults looking to secure the Certified Financial Planner designation. I don't miss the hard work and the pitiful pay, but I do miss the challenge of teaching complex financial concepts in an understandable and interesting way. I guess that is why I enjoy working with the media.
On an average workday, I receive at least two media requests. I ignore most requests because many are just plain silly. When I do come across something of interest, I'll share some thoughts with the reporter. Here is a list of the latest places I've been quoted.
I was planning to write an April's Fool article about “The World’s Best Investment Strategy.” However, I changed my mind after my wife's prank went wrong.
Delta Dental, for the last two decades, has gathered information about the generosity of the Tooth Fairy. The most recent figures show that she’s been stingier over the last two years. In fact, the price for teeth has dropped 18% over the last two years!
I’ve been fortunate to have built a good relationship with the media over the years. I receive anywhere from three to ten “media requests” each week from a wide variety of sources. When I do come across something of interest, I’ll email a few comments and offer my assistance; this frequently results in a short conversation with the reporter and a brief quote.
I love playing around with various tools that claim to save time or money. Unfortunately, most are not worth the hassle. I thought I’d share three sites/tools that I’ve used successfully over the years. Between them, I’ve saved thousands of dollars and had great experiences.
Over the years, I have written many technical planning and investment-related articles. To prove to you that I do have a life outside of work, I’m sharing some of the latest happenings with my family and me.
The best chess players today are not grandmasters or chess-playing computers, they are human players who can most wisely use multiple chess programs ("cyborg" players). This same concept applies to the world of financial advice.
I have fond memories of my elementary school days of receiving cards and candy on every February 14th. But how many of us knew then, or know now, the history of Valentine’s Day? Or how big Valentine’s Day business really is? Let’s explore.
Over the last year, the Wilsons have added a new family hobby – escape rooms. These rooms are one of my favorite things that we do as a family. I've realized there are a bunch of parallels between them and what I do as a financial advisor. This is probably the reason I’m so hooked.