Every Saturday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. It’s been an exciting week for our family as we await Baby Boo’s arrival; we’ve begun calling him this because his due date is on Halloween. I thought for sure he would have made his appearance…
The Whiteboard Series is being rebranded as “Bulletproof Coffee and a Talk”; you’ll notice the set up has changed a little–we’re keeping the whiteboard, but now you’ll see me (and the boys when they’re able to make it) sitting down for a little more relaxed setting. We’re still going to be covering topics relevant to financial planning and investments, and…
Twitter may not have figured everything out yet, but this morning they reported a better than expected sales number and an increase in the all-important monthly users. Who knows what this means for the long term, but in honor of Twitter’s big morning, I wanted to share why the service is so important to me. News. First and foremost, Twitter is…
There will be NO change to your 401(k). This has always been a great and popular middle class tax break that works, and it stays! — Donald J. Trump (@realDonaldTrump) October 23, 2017 Over the weekend we learned of a proposal floating around D.C. to significantly reduce maximum 401(k) contributions to help fund tax cuts. The specifics were not shared,…
My non-finance friends, and even some in finance, give me a hard time about my interest in blockchain and cryptocurrency. In the little free-time that I have, I’m typically reading, or listening to learn more about this new technology that is being compared to the introduction of the internet. Who knows if it will have the impact the blockchain and…
Every Saturday 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 mixtape is back after a one-week hiatus; it was the beginning of Fall Break for Roman and Leo, and we just had too much to do. It’s been a fun week of balancing work…
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…
In just a few weeks, approximately 2,800 Eli Lilly employees will receive an early retirement incentive offered through Lilly’s Voluntary Early Retirement Program, or VERP. For Eli Lilly employees evaluating the current VERP, this post comes a little late–applications were turned in a couple of weeks ago and those accepted into the program will find out around November 1st. But,…
Every Saturday 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 may have been the hardest one for me…not due to a lack of good content; I’m convinced there will never be a shortage of good reading. As I checked my Evernote and…
This past Saturday, 65 of RL Wealth Management’s clients and their family members were at my house to celebrate the end of summer at the annual RLWM Cookout. While hosting that many people might make some anxious, the day of the cookout is easily one of my favorite days of the year. I consider myself fortunate to be in a…