The Wall Street Journal: Looking for a Financial Planner? The Go-To Website Often Omits Red Flags A Wealth of Common Sense: Investing Proceeds From the Sale of a Business The Wall Street Journal: With Stocks at Fresh Highs, Investors’ Portfolios Look Alike The Wall Street Journal: Stocks, Bond Yields, Oil Fall on New China Tariffs A Wealth of Common Sense:…
Week In Review Articles The WSJ: Fed Cuts Rates by a Quarter Point in Precautionary Move The WSJ: Stocks Suffer Worst Week in Months on Trade Threats The WSJ: U.S. Economy Maintains Steady Jobs GrowthThe WSJ: The WSJ: Capital One Reports Data Breach Affecting 100 Million Customers, Applicants There comes a point in time when you have to stop trying to convince…
Sentimental tweet: Roman turns 9 today and last night I realized that half of his full-time home life is over. The last 9 years have flown by and in the same amount of time, he’ll be off to college. 😭 pic.twitter.com/IylAtwjxP7 — Justin Castelli (@jus10castelli) July 31, 2019 Man, time flies. I won’t say that it seems like just yesterday…
The Wall Street Journal: What You Gain—and Lose—When You Lock Money Up for the Long Run NY Post: – YouTube Star Boram, 6, Buys Posh $8 Million Pad In South Korea Financial Advisor Magazine: Why Most Millionaires Do Not Consider Themselves Rich Financial Panther: Thoughts About Career Paths And Taking Risks A Wealth of Common Sense: You May Have Longer…
Week In Review Articles The WSJ: Economic Growth Slowed to 2.1% in Second Quarter The WSJ: ECB Signals Rate Cut, Possible Stimulus Relaunch The WSJ: Justice Department to Open Broad, New Antitrust Review of Big Tech Companies CNBC: I May Have Banked Up To $125 By Filling Out This Equifax Claim In Seconds — What Are You Waiting For? CNBC: The Fortnite World Cup has…
Today Roman, Leo, and I had a quick discussion about Roman’s new obsession with Range Rovers…white with black trim and rims to be exact. While there is nothing wrong with driving an expensive car, the luxury doesn’t come without sacrifice, and I wanted to see if they would understand that having a more affordable car might allow them to DO…
I’ve written about home country bias before, but I thought it would be great to revisit given the U.S. market’s outperformance of international markets for yet another year, well at least up until today. Over allocating to your home country is a common behavioral bias investors suffer from and for U.S. investors, it’s been a benefit over the last 10…
While I talk to financial advisors in this video, the content applies to everyone. I might be asking advisors to share their stories of creating financial plans unique to their clients’ goals, but if you’re not a financial advisor you can also look at your financial plan–is it unique to your goals and values? If not, have you shared those…
Balance is something I try to stress with clients when it comes to their financial plan and my friend Jeremy Walter shares reasons why this is so important. You can find his blog post below. Calibrating Capital: Today Vs. Tomorrowland Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclaimer: Nothing on this blog should be considered advice,…
Daily Press: Nagging New Coworkers To Save For Retirement Marketwatch: He Makes $150,000 A Year, She Makes $75,000: Is it ‘Unreasonable’ To Split Costs 50/50? Marketwatch: Millennial Couple In Kansas Needs Help Making Ends Meet On $500,000 A Year ESPN: Peterson Ordered To Pay Back $2.4M CNBC: Netflix Has Now Lost Two Of Its Most Popular Shows As Old Media Companies Flex Their…