Wanderlust

Fee-only (fiduciary) registered investment advisor that manages clients' money as if it were my own. Blog:

[Wanderlust @wanderlustwm]

@Rick_Ferri Most are skeptical at the quality of my service bc I charge less than avg. I explain it’s bc I don’t have bosses who need fancy new suits, or shareholders. I leverage technology and my expertise to effectively manage their financial wealth. #locksmithparadox

[Wanderlust @wanderlustwm]

@patrick_oshag @mdtanney

[Michael Tanney @Mike_Tanney]

“Our #nation owes a #debt to its fallen heroes that we can never repay.” - @BarackObama

#Thankyou to all of the service members who have sacrificed so much for our #freedom.

#MemorialDay #ThankAVet

[Wanderlust @wanderlustwm]

@BSmile This is still a trick I use to remember combinations of numbers!!

[Wanderlust @wanderlustwm]

Too much cash in the bank does more harm than good.

[Jeremy Horpedahl 🥚📉 @jmhorp]

And here are the actual data

White bread 🍞 per pound
1977: $0.405
2019: $1.333
Incr: 229.1%

Median personal income 💰, age 25-34
1977: $9,336
2017: $35,455
Incr: 279.8%

So rather than being 6x as expensive (!), 🍞 is ~15% cheaper relative to income

And see my SOURCES below

[Wanderlust @wanderlustwm]

@MacroTactical #wanderlust! For the record- I disagree. You have the ability to control your happiness. #Travel and exploring other people’s cultures can be transformative. #HAPPINESS ≥ Your #Perception of the #EVENTS of your life − Your #EXPECTATIONS of how life should behave

[Wanderlust @wanderlustwm]

@MacroTactical https://t.co/qEUEJgxTIo

[Wanderlust @wanderlustwm]

@lhamtil New York State of Mind - Billy Joel

[Wanderlust @wanderlustwm]

@BillWinterberg @Betterment @marcus She’s really good.

[Wanderlust @wanderlustwm]

@FCFYield https://t.co/iFWooHRCqv

[Wanderlust @wanderlustwm]

@jmllubber Can go to $0...

[Wanderlust @wanderlustwm]

@ATeachMoment Awesome work!

[Wanderlust @wanderlustwm]

@Rick_Ferri I can speak w/ a client until I’m blue in the face that your idea of simplicity gives he or she the highest probability of a successful investment outcome, the client ultimately hates the idea of an advisor ‘babysitting’ the assets. Tough conundrum for an honest advisor.

[Wanderlust @wanderlustwm]

@brosen23 Not too difficult if they follow a disciplined approach, which includes putting money away every month into a globally diversified portfolio and allow the dividends/interest to reinvest constantly.

[Wanderlust @wanderlustwm]

@MacroWidodo @retail_risk @PinkPoloShorts Put $57 on black please

[Wanderlust @wanderlustwm]

@SebastianComedy our wives are due on the same day! Saw your show in Nashville a couple weeks ago; great time.

[Wanderlust @wanderlustwm]

There is a fine line between “sound investment ideas” and “run-of-the-mill-but-timely-and-well-presented stuff.” #theboxisthereforareason

[Wanderlust @wanderlustwm]

🤷🏼‍♂️

[Bill Winterberg, CFP®️ @BillWinterberg]

Real question: if Ramsey says you can "expect a 12% [annual] return long term," why does he promote doing the "debt-free scream" when borrowers can lock in 15- to 30-year mortgage rates below 4% and invest the capital for the arbitrage? It's just math.

[Dalai Lama @DalaiLama]

Time’s always moving on; nothing can stop it. We can’t change the past, but we can still learn from it. And we can shape the future, creating a more peaceful era, by adopting a realistic approach, recognising that the more compassionate you are, the more you’ll find inner peace.

[Wanderlust @wanderlustwm]

@jmllubber @mcm_ct @jimcramer He’s an entertainer first and investor second.