After reading about the news of Charles Schwab potentially buying TD Ameritrade, be sure to listen to this week’s episode of the podcast!
Archives for November 2019
096 – Bill Sweet – Ritholtz Wealth Management
In Ep. 96, Tim talks with Bill Sweet – CFO of Ritholtz Wealth Management. They discuss Bill’s time in the United States Army and how he transitioned into a career in finance. Bill is currently working with organizations to help other veterans transition back to every day life and find jobs as well. They also discuss the tax changes in 2018, and what happened to some people’s tax refunds last year. They touch on the importance of asset location when building a portfolio, and much more!
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Tim’s Top Links – 11/20/19
If you haven’t been following along, we are closing in on Episode #100 of the podcast! I’m trying to cook up something special for it, so stay tuned! Get ready for an awesome #96 tomorrow morning!
Here’s what I’ve been reading this morning:
Tim’s Top Links – 11/19/19
It’s getting to be the end of the year, and people will undoubtedly be thinking of New Year’s resolutions. If you’re reading this, you’re probably somewhat in tune with your finances, but if you know someone who could use some help – give them a little reminder that it’s never too late to start caring about your money!
Here’s what I’ve been reading this morning:
Tim’s Top Links – 11/18/19
It’s easy to be pessimistic about a lot of things. The markets, the weather, sports teams, life in general, etc. In the first link below, you’ll hear Brendan and Tom discuss what happens when you listen to some of those pessimists.