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Investment News 40 Under 40

For as long as I can remember I’ve always looked forward to checking out the Investment News 40 Under 40. For me, it has always been motivating to see the impact other financial advisors (and leaders in Fintech and financial services) have had on our profession, and not only has the 40 Under 40 issue been motivating, but it has…

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Lazy Weekends

This weekend I was the “laziest” I’ve been in recent memory—I laid on the couch with the boys, we watched multiple movies, we took naps, I watched them play Fortnite, I squeezed in some yoga and weights, and we all just hung out enjoying each other’s company. It. Was. Great. Instead of our usual chaotic weekend filled with running to…

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Talking Allyship on The Minority Money Report Podcast

Click Here To Listen To This Week’s “We Need To Talk” Series On The Minority Money Report Emlen Miles-Mattingly’s “We Need To Talk” series on his podcast The Minority Money Report has been phenomenal. I’ve listened to each of the episodes leading up to this week’s, which I was honored to participate in. Emlen is doing a fantastic job facilitating…

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A Real Conversation About Being Black Men In America On The Minority Money Podcast

Minority Money Report Podcast: We Need To Talk Series With Emlen Miles-Mattingly, Samuel Deane, Dasarte Yarnway, and Tyrone Ross. “What can I do?” Listen. Learn. Empathize. Speak up. This exchange has occurred countless times over the last few weeks and as the protests begin to slow down, the news coverage begins to shift back to COVID-19, and life begins to…

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A Letter To RLS Wealth Clients

This just went out to all RLS Wealth Management clients and prospective clients. I thought I’d share this here to: Show my and RLS Wealth’s support for the black community and our commitment to do our part and encourage others to do theirs. Encourage other financial advisors to communicate their message to their clients–whatever YOUR message might be. Encourage clients…

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RLS Wealth Is Growing

You might recall a blog post where I described slowing down the growth of RLS Wealth, and taking on just a few new clients a year in order to spend time helping other financial advisors through The AGC™and through individual consulting—helping advisors develop their content marketing strategy, tell their story, and ultimately build their company and personal brand to grow…

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All The Emotions

I’m saddened to be writing another non-finance blog. It was not that long ago I wrote about Ahmaud Arbery’s murder and now we have cities across the country burning after George Floyd’s. I’ve written two other “posts” for today that I have decided to keep to myself—they were much longer and shared my thoughts and feelings. They were therapeutic to write—to…

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The Great Reset

A couple of weeks ago in my newsletter for financial advisors I wrote about our current situation being “The Great Reset”—I know I’m not the first person to use this phrase, although I don’t remember seeing it anywhere before it hit me. In the newsletter I explained how this slow down in life, despite the inconvenience and frustration it might…

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#RunWithMaud

Yesterday, Wednesday, May 6th 2020, the video of the murder of Ahmaud Arbery auto-played on my Twitter feed, and I have not been able to get it off my mind. If you have not seen it, I don’t encourage you to seek it out–all you need to know is you can see Ahmaud fight for his life, try to run…

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