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Brand Enthusiast

When I set out to start a blog, I had no idea where it would lead me. My hope was it would be informational for readers, help me stay sharp and up to date with changes in the profession, become a better communicator, have fun, and ultimately help me grow my advisory business, RLS Wealth Management. I think I’ve had…

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Rebalancing Your Life And Portfolio

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…

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We’re Only As Good As Our Peers

“One hand washes the other and they both wash the face” -Tyrone Ross Jr. (I know he wasn’t the first to say this, but he is who I ‘ve heard it from–multiple times.) Historically, the mentality of the financial advisor has been “me vs. you” (or “us vs. them” on the firm level); other advisors were viewed as competition in…

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RLS Wealth Management Turns 4

July 3rd will always be a special day…not because it’s the day before the 4th of July, but because it was on July 3rd, 2015 that I received an email from the Secretary of the State of Indiana approving my newly formed registered investment advisor for the business. I’d waited for a little over a month to receive the email…

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Define YOUR Success

In this age of consumerism, it’s hard not to get caught up in comparing ourselves to those around us; whether it’s friends, family members, celebrities, or people pretending to be celebrities we are constantly seeing their “successes” (I put this in quotes because not everything shared on social media is legit) and comparing to our own. Stop. Doing. This. “How…

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West Coast Bound

I’m somewhere over the western part of the country on my way to Santa Monica to participate in an advisor summit at the Dimensional Funds Advisors HQ for the next couple of days. It’s been a while since I’ve been to Santa Monica to visit DFA—the last time I was there it was late 2015 and I was just getting…

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RLS Threads Is Live

What started out as a sweatshirt to gift to a few friends has turned into a little side project! RLS Threads is now live (fingers crossed I have everything set up correctly–online retail is not my background.) and for the next week you will be able to pre-order from four designs in the First RLS Threads Collection. I thought it…

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The D.C. FinTwit Happy Hour Goes National

Last fall I reached out to FinTwit phenom Jamie Catherwood (if you haven’t listened to my podcast with him, get to know him better here) to discuss an ambitious goal—a National FinTwit event. Before I get to the inaugural National FinTwit event, allow me to share how we got here… Late last summer, I organized a small get-together with the…

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