Investing, Millennials

Awww SNAP!

Important: In today’s post we will be discussing specific stocks; the inclusion of these stocks in this post is NOT a recommendation to buy or sell. They are included only to illustrate the difficulty and risk of investing in IPOs. They say buy what you know. Well, the Millennials who followed that old adage and invested in Snap Inc.,…

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Investing, Millennials

Guest Post on Live Wonderfull

My friends over at Live Wonderfull have a great blog covering everything Millennials (and really everyone) are most concerned with: work, wellness and travel. You should give them a follow, and you should probably start today… I had the fortune of contributing to their “Let’s Talk Money Mondays” series, and this week I cover how portfolio income can help supplement your…

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Baby Boomers, Bigger Picture, Millennials

RL Wealth Management on Social Media

Can’t get enough? Make sure to follow my firm, RL Wealth Management, L.L.C., on Instagram and Facebook, and since you’re at it, follow me on Twitter. You’ll get even more content, a behind the scenes look at RLWM, and the occasional family post–these might be the best. RL Wealth Management Instagram @RLWealthManagement RL Wealth Management Facebook @RLWealthManagement Twitter @Jus10Castelli  …

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Baby Boomers, Bigger Picture, Economics, Financial Planning, Millennials

WSJ: The Challenge of Our Disruptive Era

“We are entering an era in which we’re going to have to create a society of life long learners” -Ben Sasse Ben Sasse’s commentary in the Wall Street Journal addresses a very important topic, one I’m not sure the majority of the public is thinking about. We are experiencing a fundamental change in our economy, and this type of transition…

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Financial Planning, Insurance, Millennials, Vlog

Vlog: Life Insurance Through Your Employer

With the exception of not having a will, inadequate life insurance is one of the most common “mistakes” I see when meeting with young families. Understandably, no one wants to have the conversation surrounding life insurance, and too often there is a false sense of security because of the life insurance coverage provided by employers. For my first video blog, aka…

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$30 Trilllion

Make sure to follow along on Instagram too! @RLWealthmanagement Past Mixtapes: April 14th April 7th 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.

ESG, Investing, Millennials

SRI Investing and the ESG Movement

Welcome to the first of an undefined number of posts focusing on sustainable investing, specifically ESG investing. Over the course of the series I’ll be taking you through the fundamentals of sustainable and ESG investing, how it can be implemented by individuals, the impact ESG investing might have on expected returns and it’s shortcomings, reviewing existing studies on ESG investing,…

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Financial Planning, Investing, Millennials

Millennials: You Have to Become Millionaires

Earlier this week, an old Wall Street Journal article made its way across my Twitter feed; the title immediately caught my eye: Most Millennials Don’t See Becoming Millionaires, Study Finds. I’ve shared the article below, but if you don’t have a subscription to the Wall Street Journal, you won’t be able to read it because it’s hidden behind a paywall. Side…

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