Mike Philbrick, former All About Your Benjamins The Podcast guest and President of Resolve Asset Management asked me to join him on a podcast episode to talk about using social media and content to grow your personal and business presence. We were joined by the co-founders of TractionHouse, a firm that specializes in helping financial professionals build a content strategy…
At the IMN Global Indexing and ETF conference in Dana Point, a group of talented financial professionals got together in a hotel room for an impromptu conversation about the current state of financial services, the future, improvements we’d like to make, and what excites us the most about our profession. You may have seen all or parts of the video,…
I’ve had some great help in the office this summer; on multiple occasions, I’ve had Roman and Leo join me in the office to see what I do each day, see what it is like to work with clients, and help me create some content to share. I hope this is only the beginning of their journey sharing what they…
The WSJ: Adults Fighting at Youth Baseball—Really? Bone Fide Wealth: Daddy Daycare The Irrelevant Investor: American Living Investment News: Retirees Lose $3.4 trillion By Claiming Social Security Too Early Of Dollars And Data: Are Smarter People Better Investors? Andrew Thrasher: Student Loans Are Not A National Crisis Ryan Krueger: 4,000-To-1 Long Shot Ted Seides and Khe Hy Away Luggage Disclaimer: Nothing…
Reminder: The Week In Review Can Be Found In The RLS Wealth Management Rundown On Your Amazon Devices. Click Here To Enable This Flash Briefing! If you’d like to see the videos brought back, let me know! Week In Review Articles The WSJ: S&P 500 Posts Best First Half in 22 Years The WSJ: Trump Allows U.S. Sales to Huawei as Trade…
There are few financial advisors willing to help out others more than Alex Chalekian. I’ve gotten the chance to get to know Alex over the last few months–he recently joined my “study group” and had an immediate positive impact on our group. One of the coolest things Alex is up to is AdvisorsUNITE, which is a free platform to help…
I finally had the chance to meet Dasarte Yarnway in person at the IMN Global Indexing and ETF conference in Dana Point last week. Dasarte and I have become pretty close over the last year as you can see from his tweet the other day: Things that @jus10castelli and I have done before meeting each other: – 3 podcasts –…
GQ: The Personal Finance Industry Is A Scam CBC: Love Them Or Hate Them, Research Offers Financial Case For Big City Bike Lanes WSJ: Facebook’s New Cryptocurrency, Libra, Gets Backed Irrelevant Investor: More Art Than Science Financial Times: Who’s Pulling Your Money Strings? Ryan Holiday: You Could Have Today. Instead You Choose Tomorrow. A Teachable Moment: Live Rich, Die Poor…
Due to a busy week of travel and some nice weather upon returning home, there will be no Week In Review for this week. Beginning next week, The Week In Review Video is being shifted to the RLS Wealth Management Flash Briefing, which can be heard on any Amazon device after subscribing to The RLS Wealth Management Rundown, which you…
Congratulations to the Toronto Raptors and Mr. “Board Man Gets Paid” Kawhi Leonard on winning the NBA Championship last evening. When it comes to trash talk, Kawhi isn’t the flashiest with “Board”, “Nope”, “Bucket” and the infamous “Board Man Gets Paid”, but he is one the best NBA players and multi-champion. His game isn’t much flashier that his trash talking,…