Current Events

“It's tough to make predictions, especially about the future.” ― Yogi Berra

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so. “ – Mark Twain

Yogi Berra and Mark Twain. 

Two of the most quoted people in the history of humanity.

Chances are if you're reading this, you've likely heard both of the above quotes before. I am far from being the first financial blogger to use them and I certainly won't be the last. 

We all nod our heads in agreement when we hear these two quotes, but the truth is we find it much more difficult to actually abide by their intentions. 

There are few things more fun to me than hitting the record button and talking markets and investing with some of the most genuinely funny and insightful people I know. 

The last few weeks have been a blast sharing stories and chopping it up on the podcasts hosted by some of my favorite industry colleagues and friends. 

While I was at Future Proof last month, I recorded an episode of The Sherman Show podcast, hosted by DoubleLine Capital's Deputy Chief Investment Officer, Jeffrey Sherman, and Samuel Lau, a DoubleLine Portfolio Manager.

I could have chatted with these guys for hours, and I think that comes through in the discussion. Please give it a listen!

Wow.

Just wow.

That’s the most visceral reaction I can muster up following my 72 hours in Huntington Beach, CA at the inaugural Future Proof, the world’s first wealth festival.

It’s safe to say the entire conference industry has been put on notice. The bar has officially been raised.

Yesterday marked the two-year anniversary of the stock market bottom of 2020. 

It's remarkable how vastly different the financial market landscape looks today than it did at the same point two years ago.

I recently got back from my favorite investing conference of the year - Capital Camp. Here are some of the main things I took away from this year's trip. 

It’s pretty rare for an NBA player to put up 50 points in one game. Even rarer is to do so in back-to-back games. In fact, only 12 players in…

Last week was about as insane as it gets in the stock market. Overall index performance was down, sure, but that’s not what was monopolizing the discussion. All of our…

November 2020 was a month for the record books. In the span of 30 days, we saw: A new President and Vice President-elect in the United States. Incredibly promising results… 

When we announced our merger with Savant Capital Management earlier this year, I knew that life was going to be different going forward, at least professionally. Little did I realize…

If you’re reading this, you’re probably a bit concerned. It’s okay, I am too. Our susceptibility to fear is the common thread we all share as investors. It doesn’t make…

A few weeks ago, I attended the annual Inside ETFs conference down in Hollywood, FL. This has become the go-to event for the latest trends not just in ETFs, but…