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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Vlog, Whiteboard Series

Whiteboard Series: Beneficiaries

Beneficiary designations are one of the most overlooked parts of a financial plan; it’s a small section of an IRA application, 401(k) enrollment, or life insurance policy, but it is extremely powerful and important. Watch the video below to learn more about beneficiary designations, when you remember to update them, and how beneficiary designations are often forgotten about. Enjoy Leo’s…

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Investing, Whiteboard Series

Whiteboard Series: Market Corrections

There’s been plenty of conversation about a stock market correction in the financial media as of late, and rightfully so–it’s been awhile since we’ve had a correction, North Korea’s shenanigans, hurricanes, wild fires and D.C. are all good reasons for a market correction. In today’s episode, Leo and I talk about what a market correction is, how often they occur,…

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Whiteboard Series

Whiteboard Series: 401(k)s

It’s pretty safe to assume most people are familiar with 401(k) plans–the retirement savings plan offered by many companies. While saving into a 401(k) is a great habit, there may be more efficient ways to save for retirement above the amount needed to receive the company match. Check out the video below to learn about different components of your 401(k)…

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Whiteboard Series

Whiteboard Series: 529 Plans

The boys are back in this week’s Whiteboard video where we discuss the basics of 529 Plans. You’ll want to talk with your financial advisor to determine the best fit for 529 plans in your financial plan–there are a lot of little details that will impact how they might be implemented.     Disclaimer: Nothing on this blog should be…

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Whiteboard Series

Whiteboard Series: Estate Planning

In episode #9 we’re taking a break from investing and discussing an important topic in every Millennial family’s financial plan–estate planning. In order to get the proper documents in order you’ll need to consult a estate planning attorney, but hopefully this week’s video will help you gain a better understanding of what you might need, and why. In addition to…

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Whiteboard Series

Whiteboard Series: Wash Sales

In episode #8 we cover wash sales; this is a continuation of the tax loss harvesting conversation in the last Whiteboard episode. As I did prior to episode #7, I’m going to recommend consulting your financial advisor and/or tax professional if you are worried you may violate the wash sale rule. We’re dealing with taxes and important details with tax…

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Vlog, Whiteboard Series

Whiteboard Series: Tax Loss Harvesting

Roman and Leo decided to help me out with today’s Whiteboard Series video. In episode #7 we discuss the basics of tax loss harvesting. I mention this in the video, but to be safe, please consult your financial advisor and/or tax professional before evaluating, or implementing this strategy in your portfolio. In case your interested in my T-Shirt here’s the…

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ESG, Investing, Vlog, Whiteboard Series

Whiteboard Series: ESG Investing

Today we’re talking about ESG investing. In addition to today’s video, I’ve included the link the the ESG page on the blog so you can read more about the investment strategy. Stay tuned, because more will be coming.   All About Your Benjamins: ESG Page Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your…

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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.