Mixtapes

Weekly Mixtape For July 25th, 2021

Week In Review Articles CNBC.com: U.S. Jobless Claims Show Surprise Gain, Well Above Expectations The WSJ: Stocks Rebound After Dramatic Selloff The WSJ: Dow Tops 35000 as Stocks Rise to Records The WSJ: Tesla CEO Elon Musk Says He Personally Owns Bitcoin—And So Does SpaceX The WSJ: FICO Score’s Hold on the Credit Market Is Slipping New Feature: Weekly Image From MoneyVisuals. Each week, in…

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Mixtapes

Weekly Mixtape For July 11th, 2021

Week In Review Articles The WSJ: Earnings Kick Off With Sky-High Forecasts, Record Stock Market The WSJ: Buy, Borrow, Die: How Rich Americans Live Off Their Paper Wealth The WSJ: Fed Says Shortages, Hiring Difficulties Hold Back Brisk Growth The WSJ: Borrowing Is Back as Sign-Ups for Auto Loans, Credit Cards Hit Records Cry about it. Scream about it. Be disappointed about it. Don’t…

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Bigger Picture

RLS Wealth Turns Six

Even though the time stamp on this IG post is May 23rd, July 3rd, 2015 will forever be the birthdate for RLS Wealth. Today marks the sixth birthday for RLS Wealth and as I shared with clients this morning in an email, I don’t think I’ll ever not be excited on July 3rd—if I do, then I think it’s time…

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Mixtapes

Weekly Mixtape For June 27th, 2021

Week In Review Articles The WSJ: Consumer Spending Is Primed to Fuel Summer Growth The WSJ: Americans Are Leaving Unemployment Rolls More Quickly in States Cutting Off Benefits The WSJ: During Covid-19, Most Americans Got Richer—Especially the Rich The WSJ: U.S. Existing-Home Prices Hit Record High in May Strangely, life gets harder when you try to make it easy. Exercising might be hard, but…

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Mixtapes

Weekly Mixtape For June 13th, 2021

Week In Review Articles The WSJ: U.S. Inflation Is Highest in 13 Years as Prices Surge 5% The WSJ: Forget Going Back to the Office—People Are Just Quitting Instead The WSJ: Cryptocurrency Comes to Retirement Plans as Coinbase Teams Up With 401(k) Provider The WSJ: Winning Ticket to Join Jeff Bezos in Space Costs Nearly $30 Million in Blue Origin Auction Skill for foundation,…

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Mixtapes

Weekly Mixtape For June 6th, 2021

Week In Review Articles The WSJ: Jobless Claims Drop to Another Pandemic Low The WSJ: Hiring Picked Up in May but Lagged Behind Broader Recovery The WSJ: Summer Job Market for Teens Is Sweet The WSJ: AMC Leads Meme Stocks on a Wild Ride The WSJ: United Plans to Buy 15 Supersonic Planes The WSJ: Overdraft Fees Fell in the Covid-19 Economy Reduce your desires, especially…

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Bigger Picture, Financial Planning

Build The Addition

Today was one of those days that remind financial advisors how personal our business really is. This morning I received a phone call informing me that one of my long-time clients had a massive heart attack and died on Tuesday. He was on an RV trip out west with his wife and friends–one minute he was taking a picture and…

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