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Introducing Silas Castelli

I’ve been meaning to write this for about a week now, but I’ve been preoccupied, with good reason. Halloween was an eventful day for my family. After taking Roman (Carlos from Disney’s The Descendants) and Leo (Steph Curry) around the neighborhood to trick-or-treat, I came home to find my wife having contractions about 6-7 minutes apart; they had started earlier…

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Why You’ll Find Me On Twitter

Twitter may not have figured everything out yet, but this morning they reported a better than expected sales number and an increase in the all-important monthly users. Who knows what this means for the long term, but in honor of Twitter’s big morning, I wanted to share why the service is so important to me. News. First and foremost, Twitter is…

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Bigger Picture, Financial Planning, Millennials

Financial Planning Isn’t a Dance

“The art of living is more like wrestling than dancing, because an artful life requires being prepared to meet and withstand sudden and unexpected attacks.” -Marcus Aurelius, Meditations, 7.61 as found in The Daily Stoic September 20th reading. I used to work for an advisor whose favorite line was, “financial planning is an art, not a science”; I’ve always liked that quote,…

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An Official Logo for All About Your Benjamins

I’ve been at this blog for awhile now, so I decided it was time to get an official logo. It’s taken a little while, but I’m super pumped with the final design. A big thank you to everyone whom provided feedback on the different logos I shared, I really appreciate it!Disclaimer: Nothing on this blog should be considered advice, or recommendations.…

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Baby Boomers, Bigger Picture, Financial Planning, Millennials

My Guest Post on The Backcourt Report

Social media, specifically Twitter, has been instrumental in the success of RL Wealth Management. It may come as a surprise, but the impact on my firm has not been attracting clients, but it has been the opportunity to connect with other like-minded advisors across the country. As a solo advisor, being able to network with advisors helping change the landscape…

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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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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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Never Count Another’s Money

“One thing my pops always told me is you never count another man’s money… And if I’m complaining about $44 million over four years, then I’ve got other issues in my life.” -Steph Curry Both of my boys are Steph Curry fans, so this week was an exciting one for them with the Warriors winning the NBA Championship Monday evening.…

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