ANGLES.

Investor frustration and confusion at the fact that nothing’s sticking is growing. Authentic-looking rallies like what we saw the previous week end up having no value as they disappear in a puff of red smoke as happened last week. Back to square one as if the rally never happened. This low-traction environment seems (as suggested in my Under The Hood section last week) to be pivoting around the 38...

The R-word rhetoric got stepped up last week. In between increasingly tiresome inflation anecdotes that seem to pop up everywhere from social media to groups of smokers in front of NYC bars, the hot topic has been The Recession. In today’s report I’m going to dig a little deeper in what a recession is, what it isn’t, how to recognize one and why it just may not be the stock market catastrophe that...

The Federal Reserve has now shifted to a full-on, break-the-glass emergency footing on inflation. It’s busting out the big guns in the form of a lumpy interest rate increase and very loud threats that it will not stop until the beast of high inflation is finally slain. And if that remedy pushes the country into a recession, well then so be it. The result was the worst week for the stock market sin...

Last week saw some damaging backsliding for two of the three primary market drivers (how hawkish the Fed needs to be and China lockdowns) and no meaningful sign of progress in the third (Ukraine). After the market indexes kind of meandered around without much direction early in the week, a sense slowly began to build that Friday’s inflation number might end up being more troubling than had been pr...

https://podcasts.apple.com/us/podcast/shock-your-potential/id1336097089 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit simonbrady.substack.com

I talk all things personal finance with Jaret and Gary, the rockstar dads (my interview starts at 26:30). This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit simonbrady.substack.com

Shawn Yesner, host of the Crushing Debt podcast, quizzed me on how a fee-only CERTIFIED FINANCIAL PLANNER™ can help younger people navigate the multitude of life events that are thrown at them between college graduation and their early 40s. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit simonbrady.substack.com

Allan Rollnick, the Tax Resolution Ninja, talks to me about the way I would approach different personal finance scenarios when working with clients under the age of 40. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit simonbrady.substack.com

Jennifer Hurvitz talks to me on her popular Doing Divorce Right podcast about handling your personal finances in that turbulent time immediately following the issue of a divorce decree and avoiding that feeling of being overwhelmed by all the moving parts that inevitably arise. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit...

I was interviewed about Anglia Advisors by David Shriner-Cahn for his popular Going Solo podcast .. * An unusual niche for a financial advisor that many would avoid [1:50] * The benefits of a fee-only basis for both entrepreneurs and clients in the financial field [4:44] * Why the wolf quit Wall Street [7:11] * Shifting lives instead of shifting millions of dollars [10:26] * The time to get creati...

I was interviewed on Josh Elledge’s Thoughtful Entrepreneur podcast about how Anglia Advisors came about following a Wall Street trading career, who the firm seeks to serve and what a financial planning engagement looks like. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit simonbrady.substack.com

On the popular Divorce Team Radio podcast, I was interviewed about the particular personal finance challenges faced by individuals coming out of a divorce and how working with a specialized, fiduciary advisor can make such an enormous difference. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit simonbrady.substack.com

Alex Mahgoub is a real estate broker in New York City and, in this episode, he shares with us what both prospective buyers and sellers need to be thinking about in the current environment, how the process works, where's "hot" and why, what mistakes consistently sabotage a sale or a purchase and much more including how the participant mentality can mirror that of the stock market. A "must-listen" i...

A bonus episode, featuring the audio of Simon's appearance on Asset TV in 2017 in which he discusses with Maya Chung what financial advisors need to know and understand when dealing with foreign national clients. It ends up being a good summary of many of the important financial planning issues that need to be considered by foreign nationals moving to the US.  Unfortunately the video clip is no lo...

"Most of the world of credit doesn't make sense" .. so says Anthony Davenport, founder of Regal Credit Management during a wide-ranging discussion with Simon about the sometimes crazy world of credit, credit agencies and credit scores. What exactly is taken into consideration in the makeup of your credit score? It's probably not what you think. What are the biggest mistakes consumers make with the...

Shannon McNulty, CFP® is an estate planning attorney and CERTIFIED FINANCIAL PLANNER™professional with a specialty in the multitude of sometimes mind-boggling and daunting issues that particularly affect foreign nationals in the field of estate planning, particularly those recently arrived and who may not be long term residents. Who is most affected? What are some of the truly catastrophic consequ...

Laura Cowan, estate planning attorney in New York City, and I discuss who needs wills, living wills and health care proxies (spoiler alert: pretty much everyone needs one or more of these!), what to consider when selecting guardians for children, making preparations for an unforeseen health crisis and what happens to all those user names, passwords and logins when you die. Laura explains the proce...

My true feelings about the life insurance industry are spotted in this episode with Ross Karp, independent life/disabilty insurance broker and founder of 3P Insurance. We also talk business networking in NYC and how to make it actually work. http://finsecurity.com/rkarp http://networkmng.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus...

A bonus episode - my podcast debut. Back in March 2016, in the opening weeks of the life of the firm, I was invited onto the Potentially Human podcast by Alexandra Janelli and Aubrey Levitt to discuss the origins of Anglia Advisors, its core principles and what the company would look like if it was a person! www.potentiallyhuman.co This is a public episode. If you would like to discuss this with o...