Mixtapes

Weekly Mixtape For July 21st, 2018

Week In Review Articles: WSJ: Powell Says Fed Should Keep Gradually Raising Interest Rates WSJ: Donald Trump Says He’s ‘Not Happy’ About Federal Reserve Interest-Rate Increases WSJ: Trump Questions Finding of Russia’s 2016 Meddling as He Appears With Putin WSJ: Wells Fargo’s Latest Challenge: Refunds for Pet Insurance, Legal Services Mixtape: Charles Chu: The Ideological Turing Test: How To Be Less Wrong “We go…

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Whiteboard Series

Whiteboard Series: The Business Cycle

In the last Whiteboard Series Video we covered the inverted yield curve and why everyone is talking about if it happens–the last nine inverted curves have led to a recession.  In this episode, we take a look at the business cycle as a precursor to talking about recessions in the next video. I think it is important to understand that…

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All About Your Benjamins The Podcasts

Socially Responsible and ESG Investing with Joey Fishman (019)

Wouldn’t it be great if your investment dollars were able to impact the way the world’s largest companies conduct business? Thanks to Socially Responsible Investing (SRI), investors have the ability to invest in companies meeting a variety of different screens in an attempt to do just that. One of the most popular themes of SRI is ESG investing, which places…

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Investing

Barry Ritholtz’s MIB With Dave Butler

One of the easiest decisions I made when starting my firm was to begin using Dimensional Funds Advisors (DFA) in my client portfolios. I’ll never forget my trip to Santa Monica for the final component of the due diligence process and hearing Dave Butler speak. He was the first presenter of the first day, and he is the individual who “sold”…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 006: Lipstick Riches

iTunes-Episode 006: Lipstick Riches Show Notes: Forbes: How 20-Year-Old Kylie Jenner Built A $900 Million Fortune In Less Than 3 Years Vanity Fair: Brett Kavanaugh’s Explanation For His Crippling Credit-Card Debt Is Pure MAGA Felix Salmon Twitter The Reformed Broker: Predictable Elements for an Unpredictable World A Wealth Of Common Sense: Concentration in the Stock Market No One Would Listen Naked Brands  Disclaimer:…

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Mixtapes

Weekly Mixtape For July 14th, 2018

Week In Review Articles: The Wall Street Journal: President Trump Chooses Brett Kavanaugh for Supreme Court Vacancy The Wall Street Journal: U.S. Unveils Additional Tariffs on $200 Billion More in Chinese Imports The Wall Street Journal: Trump Roils NATO Allies With Calls to Double Military Spending The Wall Street Journal: Inflation Is Eating Away Worker Wage Gains The Wall Street Journal: Mueller Probe Indicts 12…

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Bigger Picture

The Reformed Broker On Advisors And Twitter

I try not to make new posts simply a re-post of another person’s writing; I usually just retweet them on Twitter and add them to the Weekly Mixtape. However, every once and awhile I’ll come across a post that makes me say “Yup” out loud as I am reading it. Last week, Ben Carlson had a few. And this morning it…

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Whiteboard Series

Whiteboard Series: The Inverted Yield Curve

If you haven’t read about or heard of the inverted yield curve, you probably will soon; it’s been a hot topic for financial media as of late and it will probably remain so for a while. In this episode of The Whiteboard Series, I try to keep this complex phenomenon at a high level and focus just on the basics. So,…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 005: Meb’s Pyramids

iTunes-Episode 005: Meb’s Pyramids  Show Notes: Of Dollars and Data: The Privilege of Knowledge The Economist: The Growth of Index Investing Has Not Made Markets Less Efficient Meb Faber: The Investment Pyramid Wealth Management: Show Me the Social Security Money Grammarly LastPass Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your…

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Bigger Picture

Reflections On Three Years Of RLS Wealth Management

I always enjoy reading “What I’ve Learned” posts;  you know, the ones that typically show up around birthdays and work anniversaries. Since I enjoy them so much, I thought I’d do my own each year RLS Wealth Management celebrates a birthday, July 3rd. To celebrate RLSWM turning three years this year, I thought I’d share three things I’ve learned from…

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