Bigger Picture, Financial Planning, Millennials

A New Breed of Advisors

“And if someone chooses a different wealth management firm because this whole squad’s rockin’ Nikes and New Balance, then frankly, we’ve dodged a bullet. That’s the wrong client for us. We want to work with people who are talking to us for the right reason – wealth management, investing expertise and true financial advice.”     -Josh Brown Amen.   It’s always…

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Mixtapes

Weekly Mixtape for July 14th, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Keeping it short and sweet this week…here’s this week’s mixtape.

Whiteboard Series

Whiteboard Series: Estate Planning

In episode #9 we’re taking a break from investing and discussing an important topic in every Millennial family’s financial plan–estate planning. In order to get the proper documents in order you’ll need to consult a estate planning attorney, but hopefully this week’s video will help you gain a better understanding of what you might need, and why. In addition to…

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Mixtapes

Weekly Mixtape for July 7th, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. I hope your holiday weekend and shortened work week were great! We had a blast for the 4th (pun intended!); we went back to the small town in Western Pennsylvania where the majority of my…

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Mixtapes

Weekly Mixtape for June 30th, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Is it really June 30th? It’s hard to believe we are halfway through the year–time to pick it up if you’re behind schedule on your goals. This week was the West Coast version of the…

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Whiteboard Series

Whiteboard Series: Wash Sales

In episode #8 we cover wash sales; this is a continuation of the tax loss harvesting conversation in the last Whiteboard episode. As I did prior to episode #7, I’m going to recommend consulting your financial advisor and/or tax professional if you are worried you may violate the wash sale rule. We’re dealing with taxes and important details with tax…

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Mixtapes

Weekly Mixtape for June 23rd, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Another great week of writing (I know I say this too often) leads us into a fun weekend for the Castellis–it’s the weekend of the Fishers Freedom Festival, which means a 5k (I won’t be…

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Insurance

More Insurers Leave the Indiana Marketplace

If you are a Hoosier relying on the Marketplace, created by the Affordable Health Care Act, for your health insurance, take note: two more insurers announced they would be leaving the Marketplace for 2018; both Anthem and MDwise will be absent from the Marketplace next year. If you currently have a plan with either carrier, you will remain covered through the…

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Investing

Coming Soon: An Increase to China In Your Portfolio

You probably weren’t aware, but yesterday (6.20.2017) China finally (they were denied the last three years) received the approval from MSCI to have some of its “A” shares included in the MSCI Global Standard Benchmarks. For those not familiar with MSCI, they are basically the authority on who gets included in the benchmarks many of the investments we own use;…

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Bigger Picture

Father’s Day Reflections

Father’s Day could not have been any better. I consider myself lucky because the “special events” of my Father’s Day are not much unlike a normal Sunday, meaning I get to live it all the time…homemade breakfast, church, lunch on the boys (wink wink), an afternoon of  playing different sports and a night cap watching the first two parts of…

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