Week In Review Articles The WSJ: New Coronavirus Cases in U.S. Top 60,000 for Third Straight Day The WSJ: U.S. Initial Unemployment Claims Edged Lower in Latest Week The WSJ: File Your Taxes, Even if You Can’t Pay The New York Times: Robinhood Has Lured Young Traders, Sometimes With Devastating Results The WSJ: Disney World Reopens With Masks and Without Lines 2. Help people…
In this week’s Breaking Down The Long Game, Thomas and I discuss living a purposeful life. “Purpose” has become a point of emphasis for RLS Wealth and our clients; I believe it’s not just good enough for us to help our clients get their finances in order and have a plan, but we should help them discover what they truly…
The future of financial planning, as I’ve shared before, is going to extend beyond crunching numbers for retirement. The future of financial planning is going to focus on helping clients align their finances with their values—and that future is here. This week’s visual, inspired by Jack Butcher at Visualize Value, illustrates the process of aligning your goals with your mission,…
My colleague, Thomas Kopelman, created this great infographic for his blog post today–if you’re a young professional (or anyone getting a fresh start on improving your finances) be sure to head over to his blog to see how this actually plays out, but before you do here are a few additional thoughts I wanted to share: Not only does building…
Week In Review Articles The WSJ: U.S. Coronavirus Cases Hit New Single-Day High Ahead of July Fourth Weekend The WSJ: U.S. Unemployment Rate Falls in June; Jobless Claims Down 55,000 in Week The WSJ: U.S. Stocks Finish Best Quarter in More Than 20 Years 2020 still has a chance to be your most meaningful, most productive, most important year. If you… -focus…
July 3rd will always be a special day for me. It was on July 3rd, 2015, while I was sitting on my cousin’s porch in Pennsylvania, that I received an email from the Secretary of State that approved RL Wealth Management, LLC (now a DBA RLS Wealth) for business as a Registered Investment Advisor in Indiana. It was a complete…
For as long as I can remember I’ve always looked forward to checking out the Investment News 40 Under 40. For me, it has always been motivating to see the impact other financial advisors (and leaders in Fintech and financial services) have had on our profession, and not only has the 40 Under 40 issue been motivating, but it has…
In a new series, my colleague, Thomas Kopelman, and I break down his latest blog post over on The Long Game–we’re calling it Breaking Down The Long Game. In this BDTHG, we’re discussing time holding the crown for our most valuable asset. As I’ve gotten older, my family has grown, and my business responsibilities have increased I can definitely confirm…
This weekend I was the “laziest” I’ve been in recent memory—I laid on the couch with the boys, we watched multiple movies, we took naps, I watched them play Fortnite, I squeezed in some yoga and weights, and we all just hung out enjoying each other’s company. It. Was. Great. Instead of our usual chaotic weekend filled with running to…
Week In Review Articles The WSJ: U.S. Coronavirus Infections Hit Another Daily Record The WSJ: U.S. Stocks Fall More Than 2%, End Week Lower The WSJ: U.S. Initial Unemployment Benefits Steady at 1.5 Million in June The WSJ: Fed Stress Test Finds U.S. Banks Healthy Enough to Withstand the Coronavirus Crisis The WSJ: Wirecard’s Former CEO Markus Braun Is Arrested We win by helping each…