Tommy Mayes

Recent Posts

Leading with Gratitude

Posted by Tommy Mayes on 11/20/19 2:39 PM

Word Count - 802 words

Approximate Reading Time - 3 and a half minutes

Recently I answered a few questions for an author working on piece about gratitude in the workplace.  Gratitude has a huge impact on business culture, and I thought the topic was spot on for a blog, especially leading up to this season of gratitude – Thanksgiving. Read on for a few thoughts and observations from the last 50 or so years.

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Topics: Advisor Practice Management, Behavioral Finance

60/40 is NOT a Strategy!

Posted by Tommy Mayes on 10/24/19 10:05 AM

692 words – Reading Time about 3 minutes

Last week Bank of America boldly announced, in a research note no less, “The End of 60/40.” I am shocked they find this newsworthy, much less a topic that requires a dedicated research note. Must be a slow week… Proudly, the Blueprint team has been researching and writing about this topic since 2016, and sincerely believe we originated the phrase The 60/40 Problem back then. Anyone that has visited our website has seen this banner link to a white paper written in April 2016. If you want to get the team really fired up, just ask about the topic. Today though, I thought I would share the more practical Cliffs Notes version to refresh the uninitiated.

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Topics: Systematic Investing

Volatility vs the Human

Posted by Tommy Mayes on 8/21/19 10:14 AM

If you are paying any attention to the media the last few weeks you know at least two things: China and the United States are having a tariff standoff, and the market (AKA all things tradeable) is having a rough end to the summer. On the latter point, why does volatility to the downside drive so much hysteria and so many prime time CNBC specials? I believe it is simply because we are all human.
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Topics: Behavioral Finance, Systematic Investing

Motivation or Discipline

Posted by Tommy Mayes on 7/11/19 9:43 AM

(750 words and approximate reading time 3.5 minutes)


Which is more important?



How many times have you stopped and considered the real meaning of words used every day? More importantly, how often do you challenge your own notion of that meaning by looking it up? Recently, I heard a friend and father I respect tell his son that discipline is more important than motivation.  He said, “Motivation can come and go, but discipline will take you where you must go, even when you are not feeling very motivated”. It was compelling enough to write down, and consider not only the meaning of the words but also the implications. It is great advice, and I thought I would share what I found. Read on.

 

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Topics: Advisor Practice Management, Behavioral Finance

Emotional Intelligence - Introvert or Extrovert?

Posted by Tommy Mayes on 5/20/19 3:59 PM

Approximate Reading time: Three minutes and 30 seconds

Recently I was listening to an excellent podcast (link here) in which Michael Kitces was interviewing Manisha Thakor (founder of Money Zen) about building your own media brand in an authentic way. Yes, that is a buzzword-filled subject, but I was curious. For at least the first 30 minutes or so, they talked at length about being introverts, surprising given that they make their living speaking in front of people and both have huge relationship networks. This conversation spoke to me, as I am an introvert, so I thought I would share a few observations and recommend some followup reading. Enjoy.

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Topics: Advisor Practice Management

Forbes interview with Blueprint
60/40 problem CTA block

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