Even though the time stamp on this IG post is May 23rd, July 3rd, 2015 will forever be the birthdate for RLS Wealth. Today marks the sixth birthday for RLS Wealth and as I shared with clients this morning in an email, I don’t think I’ll ever not be excited on July 3rd—if I do, then I think it’s time…
With the excitement around Robinhood’s S-1 filing yesterday and its upcoming IPO, I have no doubt more investors will be giving the company a look, which is hard to believe given that it has over 18 million accounts and $80 billion in assets on the platform. Those numbers are bonkers, especially if you look at how it grew from 7…
In this special episode, I get to help a friend launch his new Registered Investment Adviser (RIA), which is a huge honor. Allow me to introduce you to Matt Fizell, founder of Harmony Wealth. Matt is a great friend of mine, a fellow member of The AGC™, a top-notch financial advisor, and an overall great human being. I asked him…
With over 56 million Coinbase users and more than $223 billion in assets under management on the platform, there is a very good chance you have a cryptoasset account. And if you are a financial advisor reading this, there is an even better chance your clients have a crypotassets account that you do not know about. As bitcoin, ether, and…
Week In Review Articles The WSJ: Consumer Spending Is Primed to Fuel Summer Growth The WSJ: Americans Are Leaving Unemployment Rolls More Quickly in States Cutting Off Benefits The WSJ: During Covid-19, Most Americans Got Richer—Especially the Rich The WSJ: U.S. Existing-Home Prices Hit Record High in May Strangely, life gets harder when you try to make it easy. Exercising might be hard, but…
Week In Review Articles The WSJ: U.S. Inflation Is Highest in 13 Years as Prices Surge 5% The WSJ: Forget Going Back to the Office—People Are Just Quitting Instead The WSJ: Cryptocurrency Comes to Retirement Plans as Coinbase Teams Up With 401(k) Provider The WSJ: Winning Ticket to Join Jeff Bezos in Space Costs Nearly $30 Million in Blue Origin Auction Skill for foundation,…
Week In Review Articles The WSJ: Jobless Claims Drop to Another Pandemic Low The WSJ: Hiring Picked Up in May but Lagged Behind Broader Recovery The WSJ: Summer Job Market for Teens Is Sweet The WSJ: AMC Leads Meme Stocks on a Wild Ride The WSJ: United Plans to Buy 15 Supersonic Planes The WSJ: Overdraft Fees Fell in the Covid-19 Economy Reduce your desires, especially…
Today was one of those days that remind financial advisors how personal our business really is. This morning I received a phone call informing me that one of my long-time clients had a massive heart attack and died on Tuesday. He was on an RV trip out west with his wife and friends–one minute he was taking a picture and…
This past Tuesday was one of the most memorable days of my career. I made my first post-Covid flight to San Diego early Monday morning to be at Onramp Invest HQ for the official launch of our platform for financial advisors. As a company that is structured much like blockchain technology, decentralized, Launch Day was the first time most of…
In a recent call with Khe Hy, he challenged me to consider planting a single seed–shaking out everything else I work on to go all-in on one thing. This episode of All About Your Benjamins is an extension of that call. This was a fun conversation and a little personal as we each shared insight into decisions we make and…