Financial Planning

Three Years Of The AGC

Happy birthday to The AGC! Today marks the official third birthday* for The AGC (Advisors Growing As A Community) and I could not be more proud of what this community has become and where it is going. What originally started off as a conversation about an advisor-focused newsletter focusing on marketing and branding (a small idea) turned into a community…

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The Next Episode

Six Month Check In | The Next Episode

It’s been a little over six months since Terry joined me at RLS Wealth and officially embarked on his “encore”. I thought it would be fun to turn the mic on him and ask him what he’s learned so far and what he sees coming in the future. We didn’t cover everything in this first episode, so we’ll be recording…

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Mixtapes

Weekly Mixtape For September 25th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Weekly Mixtape Morgan Housel: Incentives–The Most Powerful Force In The World “Stories are the only realistic solution, simplifying complex problems into a few simple sentences. And the best story always wins – not the best idea or the right idea, but just whatever sounds the best and gets…

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Mixtapes

Weekly Mixtape For September 18th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: FedEx Stock Tumbles After Warning on Economic Trends The WSJ: Stocks Suffer Worst Day Since June 2020 The WSJ: Mortgage Rates Top 6% for the First Time Since the 2008 Financial Crisis Coindesk: The Ethereum Merge Is Done, Opening A…

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Mixtapes

Weekly Mixtape For August 28th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Biden’s Student Loan Forgiveness Plan to Cancel Up to $20,000 in Debt for Millions The WSJ: Powell Says Fed Must Show Resolve in Fighting Inflation The WSJ: More Stocks Are Taking Part in Bounceback Rally The WSJ: Investors Ramp Up…

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Financial Planning

More Than Money–A Book From The AGC

This morning was pretty exciting. After my pre-phone morning routine I opened Twitter to a notification that I had been tagged in a tweet by Harriman House. It wasn’t a surprise to me what the tweet was about but I didn’t know they would be sharing some exciting news today: On March 21st, 2023 More Than Money: Real-Life Stories Of…

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Mixtapes

Weekly Mixtape For August 21st, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Biden Signs Bill Aimed at Lowering Drug Costs, Boosting Renewable Energy CNBC.com: Jobless claims edge lower as Fed looks to cool labor market The WSJ: U.S. Home Sales Dropped in July for Sixth Straight Month The WSJ: Andreessen Horowitz Backs…

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Mixtapes

Weekly Mixtape For August 14th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Videos CNBC.com: Consumer Prices Rose 8.5% In July, Less Than Expected As Inflation Pressures Ease A Bit The WSJ: July Jobs Report: U.S. Added 528,000 New Jobs as Unemployment Rate Fell to 3.5% The WSJ: FBI Recovered 11 Sets of Classified Documents in…

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Mixtapes

Weekly Mixtape For July 31st, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Fed Lifts Rates by 0.75 Point Again The WSJ: U.S. Stocks Rise, Giving S&P 500 Best Month Since 2020 The WSJ: Rich Americans Keep Borrowing, Defying Economic Gloom The WSJ: Single Ticket Wins ​$1.337 Billion Mega Millions Jackpot Weekly Mixtape…

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