Investing

No More Apologies For Global Diversification

“Diversification means always having to say you’re sorry.” -Michael Kitces (I’m not sure of the origin, but I heard it from Michael, so he get’s the credit) Financial advisors who have had to apologize for keeping their clients disciplined and in a globally diversified portfolio can breathe a little easier after 2017. It was in 2017 the international markets finally…

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Blockchain and Cryptocurrency, Investing

The Ripple Effect Of Cryptocurrency

Crypto education continues…just paid 38% in fees to test out owning Ripple…tuition paid. What a process! — Justin Castelli (@jus10castelli) December 18, 2017 Worried my professional identity was beginning to blur the line between a financial advisor and a crypto-crazy, I had planned to take a break from the world of cryptocurrency and Blockchain after cashing in my initial investment and…

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Blockchain and Cryptocurrency, Investing

Prerequisites For Investing In Bitcoin

Disclosure: As of this writing, I personally own Bitcoin (BTC), Ether (ETH) and Litecoin (LTC) and may invest in other cryptocurrencies in the future. If you have not invested in Bitcoin, you’re most likely getting the itch as the value of a bitcoin races towards $10,000. Bitcoin and cryptocurrency must have been the topic of conversation at Thanksgiving as investors…

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Investing

New Podcast: Animal Spirits

A couple of my favorite bloggers and investment professionals just dropped their first podcast. If you are a reader of my weekly mixtapes, there is no introduction needed for Michael Batnick (The Irrelevant Investor) and Ben Carlson (A Wealth of Common Sense). The Irrelevant Investor and A Wealth of Common Sense are two of the first five blogs I check…

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Investing, Vlog, Whiteboard Series

Whiteboard Series: Factor Investing

It’s no secret investment management and research is my favorite part of the execution of a financial plan. Prior to starting RL Wealth Management, I would research different strategies and read what the best money managers would write, but I was never in a position where I could use my research in my clients’ portfolios. That all changed in July…

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