The WSJ: Amazon, in Need of Drivers, Turns to Its Employees Morningstar: The Foundation of Every Proper Investment Plan NPR: Keeping Money Secrets From Each Other: Financial Infidelity On The Rise Investment News: Only 13% Of Adult Children Would Use Parents’ Adviser: Cerulli Morgan Housel: Realistic Personal Finance Hacks White Coat Investor Tweet The WSJ: Jeff Koons’s ‘Rabbit’ Sculpture Sells for $91 Million AER Bags The…
Can you imagine graduating college, excited to head out into the workforce, but also a little nervous about the student loan payments you will soon be making–only to have the commencement speaker inform you he is covering the graduating class’s student loans through a grant? Well, the seniors at Morehouse College experienced this over the weekend. Check out today’s Rundown…
Week In Review Articles: The WSJ: Stocks Post Their Worst Day in Months on Trade Anxiety The WSJ: Tight U.S. Job Market Squeezes Smallest Businesses the Most The WSJ: Disney Gains Full Control of Hulu in Comcast Deal The WSJ: Amazon, in Need of Drivers, Turns to Its Employees The WSJ: Jeff Koons’s ‘Rabbit’ Sculpture Sells for $91 Million Mixtape: Morgan Housel: Realistic Personal Finance…
The stereotypical goals of retirement and college are important and often the focus of a financial plan, but the probably won’t bring the greatest satisfaction in your life. What about the other values and experiences that are important to you and your family? Are you planning for those? Do you even know what those are? In Friday’s RLS Wealth Management…
Joe Kolb is one of the nicest financial advisors I have met–he’s incredibly caring with his clients, a great friend, and one of the most selfless people I know (very close to my father). This is the second time he has driven to Fishers after visiting clients in St. Louis to visit and talk about our businesses. He was actually…
From the May 15th, 2019 RLS Wealth Management Rundown on your Alexa devices. As a quick follow up to Tuesday’s Rundown, the selloff Monday was met with nice bounce on Tuesday…I talk about why you shouldn’t get too excited about it. Bitcoin, with the little “b”, is on a nice little run this year, up over 100%, and I’m starting to…
We spend so much time talking about saving and investing for our future, but what if you’re not healthy enough to enjoy your future? Or, what if all of your savings is spent on medical expenses for conditions that may have been preventable if you invested in your personal health? We should be investing just as much time, maybe not…
From the May 13th, 2019 RLS Wealth Management Alexa Flash Briefing: United Capital sells for $750 million to Goldman Sachs. One of the largest companies in the Registered Investment Advisor (RIA) world crosses over to Wall Street–what does this mean to advisors and clients of United Capital, along with other RIAs? I share my thoughts, which are strictly speculative right…
The Wall Street Journal: Goldman Sachs Nears Deal for Investment Manager United Capital Business Insider: The Person Who Won $1.2 Million On Tiger Woods At The Masters Has Now Bet $100,000 That Woods Will Win The Next 3 Majors The Irrelevant Investor: A Not So Terrible Retirement Report The New York Times: They Got Rich Off Uber and Lyft. Then They Moved to Low-Tax…
Week In Review Articles: The WSJ: Trump Issues Tariff Threat and China Considers Pulling Out of Talks The WSJ: U.S. Slaps Higher Tariffs on Chinese Imports as Trade Talks Resume The WSJ: Stocks Bounce Back, Close Higher as Investors Weigh New Tariffs The WSJ: Uber’s High-Profile IPO Upsets With Weak Debut Mixtape: Morgan Housel: Degrees Of Confidence “So even when you’re confident you prepare to…