RLSWM Notes

Is Your Financial Advisor Doing A Good Job?

Originally posted in the RLS Wealth Management Notes on November 15th, 2018 Depends. It depends on how you are looking to measure your financial advisor’s success. It is very common for clients to evaluate their advisor based on the performance of their investment portfolio, which makes sense since it is the most tangible and measurable aspect of the financial planning…

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All About Your Benjamins The Podcast

Private Equity And Impact Investing with Wes Lyons, CFP® (031)

Private equity is an asset class many investors know very little about. It’s limited to the wealthy– you have to be an accredited investor ($1 million in net worth, excluding primary residence or $200k single/$300k married annual income) to have access to the best managers and it tends to be illiquid, which also makes it not the best investment option…

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Mixtapes

Weekly Mixtape For November 10th, 2018

Due to family schedule, I wasn’t able to record a Week In Review video…instead, I thought I’d share an old video I recorded with Leo that I find fitting given all of the narratives surrounding the elections and what might happen as a result–we talk about controlling what we can control. Mixtape: Morgan Housel: When Things Get Wild “Every past decline looks…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 019: Debt Dodgers

CNBC: These Americans Fled The Country To Escape Their Giant Student Debt The Wall Street Journal: The New Retirement Plan- Save Almost Everything, Spend Virtually Nothing The Wall Street Journal: GE Shows What Happens When Dividend Investing Goes Wrong Think Advisor: New York City Owes About $100 Billion For Retiree Health Care The Wall Street Journal: Steal Dinner and Annuities-Retirement…

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Mixtapes

Weekly Mixtape For November 3rd, 2018

Week In Review Articles: The WSJ: Wages Rise at Fastest Rate in Nearly a Decade as Hiring Jumps The WSJ: Trump and Xi Talk as U.S.-China Tech Fight Brews The WSJ: GE Slashes Dividend, Discloses Criminal Probe; Shares Sink The WSJ: Boston Red Sox Win the World Series IRS.Gov: 401(k) Contribution Limit Increases To $19,000 For 2019; IRA Limit Increases To $6,000 Mixtape: The Reformed…

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Mixtapes

Weekly Mixtape For October 27th, 2018

Week In Review Articles: The WSJ: U.S. Economy Grew at 3.5% Rate in Third Quarter The WSJ: U.S. Stocks Slump on Tech Worries Mixtape: A Wealth Of Common Sense: Martin Short’s Nine Categories For Self Evaluation “Money and career are important but they’re not everything.” The Irrelevant Investor: All You Need To Do To Finish Rich ” I’m all for finding ways to save more…

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Investing

Josh Brown and Michael Batnick: “Bear Markets Suck”

“Bear markets happen because people are selling their stocks.” -Michael Batnick For good reason, there has been a lot of focus on the markets the last couple of weeks; volatility has picked up, larger sell-offs have been seen, beloved companies have been hammered, and the gains for the year have been erased in the U.S. markets in a short period…

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