Sentimental tweet: Roman turns 9 today and last night I realized that half of his full-time home life is over. The last 9 years have flown by and in the same amount of time, he’ll be off to college. 😭 pic.twitter.com/IylAtwjxP7 — Justin Castelli (@jus10castelli) July 31, 2019 Man, time flies. I won’t say that it seems like just yesterday…
The Wall Street Journal: What You Gain—and Lose—When You Lock Money Up for the Long Run NY Post: – YouTube Star Boram, 6, Buys Posh $8 Million Pad In South Korea Financial Advisor Magazine: Why Most Millionaires Do Not Consider Themselves Rich Financial Panther: Thoughts About Career Paths And Taking Risks A Wealth of Common Sense: You May Have Longer…
Week In Review Articles The WSJ: Economic Growth Slowed to 2.1% in Second Quarter The WSJ: ECB Signals Rate Cut, Possible Stimulus Relaunch The WSJ: Justice Department to Open Broad, New Antitrust Review of Big Tech Companies CNBC: I May Have Banked Up To $125 By Filling Out This Equifax Claim In Seconds — What Are You Waiting For? CNBC: The Fortnite World Cup has…
Today Roman, Leo, and I had a quick discussion about Roman’s new obsession with Range Rovers…white with black trim and rims to be exact. While there is nothing wrong with driving an expensive car, the luxury doesn’t come without sacrifice, and I wanted to see if they would understand that having a more affordable car might allow them to DO…
I’ve written about home country bias before, but I thought it would be great to revisit given the U.S. market’s outperformance of international markets for yet another year, well at least up until today. Over allocating to your home country is a common behavioral bias investors suffer from and for U.S. investors, it’s been a benefit over the last 10…
While I talk to financial advisors in this video, the content applies to everyone. I might be asking advisors to share their stories of creating financial plans unique to their clients’ goals, but if you’re not a financial advisor you can also look at your financial plan–is it unique to your goals and values? If not, have you shared those…
Balance is something I try to stress with clients when it comes to their financial plan and my friend Jeremy Walter shares reasons why this is so important. You can find his blog post below. Calibrating Capital: Today Vs. Tomorrowland Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclaimer: Nothing on this blog should be considered advice,…
Daily Press: Nagging New Coworkers To Save For Retirement Marketwatch: He Makes $150,000 A Year, She Makes $75,000: Is it ‘Unreasonable’ To Split Costs 50/50? Marketwatch: Millennial Couple In Kansas Needs Help Making Ends Meet On $500,000 A Year ESPN: Peterson Ordered To Pay Back $2.4M CNBC: Netflix Has Now Lost Two Of Its Most Popular Shows As Old Media Companies Flex Their…
Week In Review Articles The WSJ: Stocks End Week Lower as Fed Signals Small Rate Cut The WSJ: Second-Quarter Earnings to Test Soaring Market The WSJ: Tech Rally Powers Record Gains for Stocks The WSJ: China Growth at Its Slowest Since 1992 as Beijing Struggles to Juice Economy The WSJ: The Nation Celebrates the 50th Anniversary of Apollo 11 Was asked today on a…
Audience: Clients and Financial Advisors There are numerous factors to consider when it comes to retirement planning, and I don’t know of anyone better suited to discuss some of these topics than Ashby Daniels, CFP®, so I asked him to join me for a conversation covering some of them. In this episode we discuss: Understanding and re-evaluating your budget Choosing…