Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Is it really June 30th? It’s hard to believe we are halfway through the year–time to pick it up if you’re behind schedule on your goals. This week was the West Coast version of the…
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…
Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Another great week of writing (I know I say this too often) leads us into a fun weekend for the Castellis–it’s the weekend of the Fishers Freedom Festival, which means a 5k (I won’t be…
If you are a Hoosier relying on the Marketplace, created by the Affordable Health Care Act, for your health insurance, take note: two more insurers announced they would be leaving the Marketplace for 2018; both Anthem and MDwise will be absent from the Marketplace next year. If you currently have a plan with either carrier, you will remain covered through the…
You probably weren’t aware, but yesterday (6.20.2017) China finally (they were denied the last three years) received the approval from MSCI to have some of its “A” shares included in the MSCI Global Standard Benchmarks. For those not familiar with MSCI, they are basically the authority on who gets included in the benchmarks many of the investments we own use;…
Father’s Day could not have been any better. I consider myself lucky because the “special events” of my Father’s Day are not much unlike a normal Sunday, meaning I get to live it all the time…homemade breakfast, church, lunch on the boys (wink wink), an afternoon of playing different sports and a night cap watching the first two parts of…
Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. The writing in the blogosphere continues to get better each week…we are living in an amazing time where we have access to all of this information. I’m thankful the writers I include in my mixtapes…
“One thing my pops always told me is you never count another man’s money… And if I’m complaining about $44 million over four years, then I’ve got other issues in my life.” -Steph Curry Both of my boys are Steph Curry fans, so this week was an exciting one for them with the Warriors winning the NBA Championship Monday evening.…
Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. This week’s mixtape is dedicated to ESG Investing. As I continue to develop my ESG strategy for my firm, I continue to get more excited about the opportunity for investors to have more of an…
“You must build up your life action by action, and be content if each one achieves its goals as far as possible–and no one can keep you from this. But there will be some external obstacle to acting with justice, self-control, and wisdom. But what is some other area of my action is thwarted? Well, gladly accept the obstacle for…