Financial Planning, Millennials


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…

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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…

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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…

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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…

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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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Bigger Picture, Investing, Millennials

Money and Happiness

Does more money bring greater happiness? Logic would suggest yes; after all, we all talk about what we would do if we had more money, but science suggests otherwise. According to science, more money brings more happiness, but only up to a certain point. This is a very intriguing phenomenon, and if you are interested learning more, check out the…

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Millennials, Vlog, Whiteboard Series

Whiteboard Series: Dollar Cost Averaging

Today we’re going to cover one of the basics of saving and investing: Dollar Cost Averaging.     Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.