CNBC Replay: How to Think About the Market Today

This morning I appeared on CNBC’s Worldwide Exchange with Brian Sully to talk about how investors should think about the market today. A full replay of the segment can be viewed below along with links to related articles on some ideas I referenced in the interview.

Related reading:



Navigating Uncertain Markets

The future is unknowable, and there are risks inherent to that. Our success in managing those risks will determine our success in investing. With markets hovering near all-time highs and interest rates beginning to rise, it has never been more important to understand how to approach volatile and uncertain markets.

Below is the replay of my presentation to the American Association of Individual Investors in Los Angeles on July 21, 2018.

Investopedia Top 100 Financial Advisors

Investopedia 100

It is such an honor to be included among Investopedia’s 100 Most Influential Advisors.

Here is a high-level snippet from Investopedia’s explanation of the recognition.

The Investopedia 100 seeks to measure influence. We have endeavored to quantify the impact that our advisors have on their clients and the broader financial community. Influence isn’t about being popular. It’s about helping others (although being popular helps if one’s popularity is tied to the mission of educating investors).

In developing our list, Investopedia’s data sciences and editorial teams identified advisors across the country who are best able to engage with their audience across platforms.

Educating others on financial issues has always been a passion of mine. It is the primary reason I started this blog as well as the inspiration for my book that will be published in early 2019 (sign up here for book updates).

Thank you to all my readers for the continued support.

Podcast: Democratizing Financial Advice

A big thanks to George Grombacher for having me as a guest on his podcast Money Savage.

I’ve only done a handful of podcasts, so it was exciting for me to share some of my personal story as well as the many ways BrightPlan is seeking to democratize financial planning and investment advice.

You can listen to the podcast below or by downloading on iTunesGoogle Play or Stitcher.

Related Articles:

Plancorp and BrightPlan Featured in Financial Advisor Magazine


The Plancorp and BrightPlan alliance is grabbing more people’s attention. This month, Financial Advisor Magazine made our partnership the cover story of their latest issue. (Yes, that’s me on the cover!)

You may have noticed my mentions of BrightPlan the past several months (see here and here), but this story goes much deeper into how we are democratizing high-quality financial planning and investment advice.

Check out the full story here.

Democratizing Investment and Financial Planning Advice

Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image below.

You can also read about more about my involvement with BrightPlan here.

RIA Channel Interview

Curious about how BrightPlan works? Check out this video for a quick demo.