Blockchain and Cryptocurrency, Investing, Millennials

Welcome to My Blockchain Rabbit Hole…

Put a top in the cryptocurrency market; just bought $250 worth of ETH. View it as cost of education to learn more about actually owning it. — Justin Castelli (@jus10castelli) June 19, 2017 Updated on December 9th, 2017–new additions represented by *. I remember first hearing about Bitcoin a few years ago–it was the infamous days of people beginning to…

Continue Reading

Financial Planning, Millennials

#XYPN17 Day 3

The third and final day of #XYPN17 is complete; we were back to breakout sessions to focus on improving the business aspect of our firms–it was compliance and efficiency through processes and workflows for me. Other advisors learned about niche marketing, growth through acquisition, behavioral economics, and a variety of marketing approaches. As I told you in my previous posts,…

Continue Reading

Financial Planning, Millennials

#XYPN17 Day 2

Day 2 of #XYPN17 started bright and early (5:45 AM) at the T. Boone Pickens YMCA with 7 other XYPNers for a couple games of pick up. I’ve never been to a conference where an organized game of basketball was a part of the agenda–the XY Planning Network prides itself on the conference being an “unconferencey” conference–meaning it’s not a…

Continue Reading

Financial Planning, Millennials

#XYPN17

I’ll be spending the next few days in Dallas with nearly 500 advisors from across the country at the 2017 XY Planning Network Conference. We’ll be discussing how we can better serve our clients, specifically younger professionals. One of the cool things about this conference is while technically we are all “competitors”, you would not be able to tell by…

Continue Reading

ESG, Investing, Millennials

ESG Investing: If Only It Were Simple

It’s been awhile since I’ve written about ESG investing–don’t worry, I haven’t forgotten about the movement. I’ve been taking my time and reading as much as I can about the investment philosophy, it’s pitfalls, and different approaches to implementing it within a diversified investment strategy. After all, the end goal of my research is to develop portfolios for my clients…

Continue Reading

Financial Planning, Millennials

Start With The Right Intent

“Every project must begin with the right intent.” – Ryan Holiday I’m in the process of finishing Ryan Holiday’s newest book, Perennial Sellers; it’s a book about creating timeless pieces of work–perennial sellers. I pre-ordered the book because I’m a fan of Holiday’s work, enjoy his writing style and wanted to support him. I also thought I’d pick up a few…

Continue Reading

Millennials

Teaching Kids About Money

The Meb Faber Show Episode #62 is a must listen to for parents and soon-to-be parents. I’m an avid listener of Meb’s podcast, and while his podcast tends to be more technical and about investing, this episode is one that everyone can follow. In episode #62, Meb talks with Ron Lieber about the types of conversations about money we should…

Continue Reading

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…

Continue Reading