Financial Planning

More Than Money Hits Stores

Today is the day! More Than Money, the collaborative book from The AGC™, is officially available for purchase and should be hitting the mailboxes of the individuals who preordered today. To say I am excited is an understatement–29 of my friends can now call themselves published authors with Harriman House, which happens to be THE publisher for financial books. Not…

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Mixtapes

Weekly Mixtape For January 15th, 2023

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: The Markets Are Locked in a Game of Chicken With the Fed The WSJ: U.S. Consumer Sentiment Edged Up to Nine-Month High in Early January as Inflation Eased The WSJ: Economists in WSJ Survey Still See Recession This Year Despite…

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Weekly Mixtape For December 18th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Fed Raises Rate by 0.5 Percentage Point, Signals More Increases Likely The WSJ: U.S. Inflation Eased in November, CPI Report Shows The WSJ: Stocks Fall, Pressured by Mounting Recession Concerns The WSJ: Congress Faces Deadline for Keeping Government Funded The…

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This Year’s Best Present: Your Presence

The holiday season is upon us and while most have their shopping wrapped up (pun intended), I have a suggestion for those who have procrastinated and are left scrambling to find the right gift. And if I’m being honest, this recommendation is also for those already done shopping. This year give the gift of your presence. Before I get on…

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Weekly Mixtape For December 4th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: November Employment Report Shows U.S. Economy Added 263,000 Jobs The WSJ: Jobs Report Keeps Federal Reserve on Track for 0.5-Point Rate Rise The WSJ: Dow Shines as Higher Rates Squeeze Nasdaq’s Tech Stocks The WSJ: Yield Curve Inversion Reaches New…

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Weekly Mixtape For November 27th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles Mindful.org: How To Practice Gratitude CNBC.com: Black Friday Online Sales Top $9 Billion In New Record The WSJ: Congress Returns To Tackle Government Funding, Same-Sex Marriage, Railroad Strife CNBC.com: Student Loan Payments May Not Resume Until August Subscribe To The Weekly PRST…

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Why I’m Thankful I Burned Out

I hope you and your family had a Happy Thanksgiving. The Castelli Family had a great day—not too crazy and just a short trip across Fishers to Carmel for dinner with my wife’s family. I’m not a huge Thanksgiving food fan, so I managed to escape the day without overeating and feeling—I’ve been pretty disciplined with my nutrition and workouts…

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Weekly Mixtape For November 13th, 2022

Week In Review Video Coming Later “The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: October Inflation Report Shows Consumer Prices Rose 7.7% From Year Earlier CNBC.com: Fed Approves 0.75-Point Hike To Take Rates To Highest Since 2008 And Hints At Change In Policy Ahead The WSJ: Bankrupt Crypto…

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