“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…
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…
I’d be lying if I said I wasn’t excited when I got the email from Christopher Robbins at Financial Advisor magazine informing me I had been nominated for their 10 advisors to watching in 2019. It’s always an honor and humbling to be recognized by your peers across the country, especially with a list like this one which is not…
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…
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…
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…
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…
Allow me to share a story of adversity… Five years ago today my wife and I woke up early in the morning to brave icy roads to make sure we were at IU Health Methodist Hospital in Indianapolis; what should have been a less than 30 minute drive took us well over an hour–we had no choice because Ang had…
Ah, yes another New Year’s Resolution Mindset post (a few days later than I had planned)…I know people like to make fun of these lists, but that’s ok–you can skip today if that’s you. Like my last post, I’m channeling my inner Barry Ritholtz and writing for an audience of one, but I’m sharing for accountability and in case there…
When I first started to write this blog, I remember hearing Barry Ritholtz say he writes for an audience of one…himself. I have to admit, that is great advice I never followed—I’ve viewed All About Your Benjamins as a way to communicate/educate and hopefully one day grow my business. Because of this, I have always written with an audience beyond…