Whiteboard Series

Whiteboard Series: Dividend Reinvestment

This week we are going to expand upon the last Whiteboard Series and discuss dividend reinvestment and its contribution to the power of compound interest. One simple investment practice can make a huge difference in the longterm outcome of your portfolio. Check it out! Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…

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ESG, Investing

ESG Investing in the News

As I’ve been on my quest to learn everything I can about ESG investing, I’ve come across a lot of great information and writing. I thought I’d share some of them for those interested. If that’s not you, don’t worry, I’ll be back with another post later this week. Enjoy! Investment & Pensions Europe: Special Report- Investing for Impact (This takes…

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SRI Investing and the ESG Movement Part II

A couple of weeks ago we covered the basics of SRI and ESG investing, why it is becoming a popular investment theme, and why this trend will most likely continue. If you missed Part I, or need a recap, click here to go back to the first post in this series. Today, I want to build upon our foundation and…

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Bigger Picture

The Important Things

Over the weekend my wife finally gave me the ok to share the news of her pregnancy on social media; it seems kind of silly for a grown man to be so excited to post to social media, but I was stoked to share with friends and family that we’d be welcoming our third child later this fall. As I began…

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Investing, Millennials

Guest Post on Live Wonderfull

My friends over at Live Wonderfull have a great blog covering everything Millennials (and really everyone) are most concerned with: work, wellness and travel. You should give them a follow, and you should probably start today… I had the fortune of contributing to their “Let’s Talk Money Mondays” series, and this week I cover how portfolio income can help supplement your…

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Bigger Picture

RLWM is Growing

I’ve been making the rounds on social media today sharing some exciting news…the RL Wealth Management family is growing. No, I’m not quite ready to hire my first employee. Rather, my wife is expecting our third child in late October, and since RLWM is an extension of my family, I view it as the company is growing too. As we…

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Weekly Mixtape for April 28, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. It was a great week for content; I had a tough time narrowing down my favorite posts, but I think I chose some great ones. This week’s mixtape is heavy on investing–we’re covering some of…

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Investing, Vlog, Whiteboard Series

Whiteboard Series: The Rule of 72

The Whiteboard Series will consists of short videos covering a range of topics related to financial planning and investing–these are designed to be informational and fun. If you have anything you’d like to see show up in the series, find me on Twitter, Facebook or Instagram and let me know!


Home Country Bias Check-Up

Earlier this year I wrote about home country bias and how most investors suffer from it. I’ll skip the summary–you can read the post via the link below, but I thought it would be worth revisiting now that the 1st quarter is over to see if investors with home country bias are still missing out. Before I show this chart,…

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Baby Boomers, Bigger Picture, Millennials

RL Wealth Management on Social Media

Can’t get enough? Make sure to follow my firm, RL Wealth Management, L.L.C., on Instagram and Facebook, and since you’re at it, follow me on Twitter. You’ll get even more content, a behind the scenes look at RLWM, and the occasional family post–these might be the best. RL Wealth Management Instagram @RLWealthManagement RL Wealth Management Facebook @RLWealthManagement Twitter @Jus10Castelli  …

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