I hope you and your family had a Happy Thanksgiving. The Castelli Family had a great day—not too crazy and just a short trip across Fishers to Carmel for dinner with my wife’s family. I’m not a huge Thanksgiving food fan, so I managed to escape the day without overeating and feeling—I’ve been pretty disciplined with my nutrition and workouts…
Week In Review Video Coming Later “The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: October Inflation Report Shows Consumer Prices Rose 7.7% From Year Earlier CNBC.com: Fed Approves 0.75-Point Hike To Take Rates To Highest Since 2008 And Hints At Change In Policy Ahead The WSJ: Bankrupt Crypto…
There are a lot of reasons I am extremely proud of what The AGC has become in our first three years. I don’t know if I can narrow it down to just one thing that I am most proud of–there’s a lot to choose from: the upcoming book, More Than Money (pre-order it!!), the Kitces podcast appearances by community members,…
“The headlines that may or may not be impacting your financial plan and portfolio.” Back Next Week Weekly Mixtape Morgan House: Cumulative vs. Cyclical Knowledge “I can imagine a world in 50 years where things like cancer and heart disease are either non-existent or effectively controlled. I cannot ever imagine a world where economic volatility is tamed and people stop…
“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Inflation Sits at 8.2% as Core Prices Hit Four-Decade High The WSJ: Dow Closes More Than 800 Points Higher in Volatile Day The WSJ: Mortgage Rates Hit 6.92%, a 20-Year High The WSJ: Inflation Pushes Social Security COLA to 8.7%…
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…
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…
“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…
“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…
“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…