Source: Visual Capitalist
Random Investor Timing
Yesterday, I discussed why looking at returns on a calendar basis can be misleading: 2018’s Q4 sell off made 2019’s...
10 Wednesday AM Reads
My mid-week morning train reads: • Inside the Secret Bank Behind the Fintech Boom (Forbes) • 2019 Industry Innovation Awards (Chief...
BBRG: The Bull Stock Market Needs to Give Credit to the Calendar
The Bull Stock Market Needs to Give Credit to the Calendar Returns this year look stellar, but only because equities collapsed the last...
10 Tuesday AM Reads
My Two-for-Tuesday morning train reads: • Retailers Gave You Free Returns and You Ruined It (Bloomberg) see also Holiday Retail Sales...
Forbes: Top 100 Wealth Managers
We are thrilled to have been recognized by Forbes as one of America’s top 100 Wealth Manger firms. RWM operates as an...
MIB: How to Build A Powerhouse RIA
How do you take an unknown Kansas-City firm with 150 million dollars in assets, and build it into a $45 billion powerhouse? To find out,...
Winter Reading List 2019
10 Books on Thinking About Thinking Here’s a winter reading list that might give a little more insight into why we get so many things...
10 Monday AM Reads
My back to week morning train reads: • The Bull Market Almost No One Saw Coming (BusinessWeek) see also Economists Got the Decade All...
Transcript: Peter Mallouk
The transcript from this week’s MIB: Peter Mallouk, Creative Planning, is below. You can stream/download the full...