You might recognize Kevin from the podcast he and I host, Reversion To The Mean, but what you might not know is Kevin is not a financial advisor, or even in the business. I met him a couple of years ago at the XY Planning Network Annual Conference, he was my first guest on All About Your Benjamins The Podcast,…
December 24th, 2018: Dow ends down 651.27 “Worse Christmas Eve In History” December 26th, 2018: Dow ends up 1,086.25 “Biggest Single-Day Point Gain In History” Dow up 1,000 points?!? Trade war over? Everyone cool with the Fed now? Political landscape no longer a dumpster fire? Oh, nothing substantial has changed since Christmas Eve? Hmmm… — Justin Castelli (@jus10castelli) December 26, 2018…
Week In Review Articles: The WSJ: Stock Rout Puts Nasdaq in Bear Market The WSJ: Fed Raises Rates, but Signals Slightly Milder Path of Future Increases The WSJ: James Mattis to Depart as Defense Chief Over Troop Withdrawals from Syria, Afghanistan The WSJ: Want a Better Credit Score? Soon, Your Cellphone Bill Could Help WISH-TV 8: These Drivers Expected Tickets But Got A WISH Patrol Surprise (I’m…
With the combination of an increased standard deduction and capped state and local tax deductions, along with other new laws within the tax code, fewer taxpayers seeing a deduction for their charitable contributions. But, as I explain to Fox 59 and CBS 4’s Jill Glavan that doesn’t mean taxpayers will be worse off, or that charitable giving will see a decline.…
I love when friends from out of town drop in, and I love it, even more, when we can squeeze in a workout. Ryan Kirlin from Alpha Architect happened to be in Indy for the day and was kind enough to stop by RLS Wealth Management headquarters to visit for a bit, talk about the current state of ETFs, and…
Have you ever wondered why financial advisors quote statistics, charts, and graphs? The data contained in statistics, charts, and graphs used by advisors often backs up the plans created for our clients; it provides the evidence needed to help clients (or readers) stay in the game when emotions begin to cloud their decisions. Be careful though, the data can also…
You can’t be interested in personal finance in Indianapolis, or in the U.S. for that matter, and not know Peter Dunn; you just may know him by a different name–Pete The Planner. A former financial advisor turned financial educator, Pete has become a friend over the last year and has been someone I’ve looked up to for years for the…
Verdad Capital: Do MBA’s Make Better CEO’s? Cullen Roche: The Counterproductive Nature of Annual Forecasts Brendan Mullooly: The Rashomon Effect: What To Do WIth Narratives The Irrelevant Investor: The Hardest Problem In Finance Bloomberg: Robinhood Will Offer Checking Service Promising 3% Interest Overcast My Dad’s Friendship With Charles Barkley NPR’s How Built This Podcast With Guy Raz Disclaimer: Nothing on…
Week In Review Articles: The WSJ: Sharp Decline Puts Dow in Correction Territory The WSJ: Slower Overseas Growth Fans Worries on U.S. Expansion The WSJ: U.S. Consumer Prices Flat in November, Posing Dilemma for Fed The WSJ: Federal Judge Rules Affordable Care Act Is Unconstitutional Without Insurance-Coverage Penalty Mixtape: Morgan Housel: Rational vs. Reasonable “My theory is that most investment models maximize for risk-adjusted returns,…
Last month I took a quick overnight trip to NYC to meet with a number of other financial advisors I respect, friends in the business, and go to dinner with a mentor. It was a quick, but memorable trip; I learned some new things from my friends, made a few new connections, and received a lot of needed wisdom and guidance…