This past Saturday, 65 of RL Wealth Management’s clients and their family members were at my house to celebrate the end of summer at the annual RLWM Cookout. While hosting that many people might make some anxious, the day of the cookout is easily one of my favorite days of the year. I consider myself fortunate to be in a…
“The art of living is more like wrestling than dancing, because an artful life requires being prepared to meet and withstand sudden and unexpected attacks.” -Marcus Aurelius, Meditations, 7.61 as found in The Daily Stoic September 20th reading. I used to work for an advisor whose favorite line was, “financial planning is an art, not a science”; I’ve always liked that quote,…
Last November I wrote a post highlighting my bullishness on the financial advisory industry; I was fresh off my trip to New York City for the Evidence Based Investing Conference where I was surrounded by some of the best advisors in the country. You can check out that post here.
I’ve been at this blog for awhile now, so I decided it was time to get an official logo. It’s taken a little while, but I’m super pumped with the final design. A big thank you to everyone whom provided feedback on the different logos I shared, I really appreciate it!Disclaimer: Nothing on this blog should be considered advice, or recommendations.…
Social media, specifically Twitter, has been instrumental in the success of RL Wealth Management. It may come as a surprise, but the impact on my firm has not been attracting clients, but it has been the opportunity to connect with other like-minded advisors across the country. As a solo advisor, being able to network with advisors helping change the landscape…
“And if someone chooses a different wealth management firm because this whole squad’s rockin’ Nikes and New Balance, then frankly, we’ve dodged a bullet. That’s the wrong client for us. We want to work with people who are talking to us for the right reason – wealth management, investing expertise and true financial advice.” -Josh Brown Amen. It’s always…
Father’s Day could not have been any better. I consider myself lucky because the “special events” of my Father’s Day are not much unlike a normal Sunday, meaning I get to live it all the time…homemade breakfast, church, lunch on the boys (wink wink), an afternoon of playing different sports and a night cap watching the first two parts of…
“One thing my pops always told me is you never count another man’s money… And if I’m complaining about $44 million over four years, then I’ve got other issues in my life.” -Steph Curry Both of my boys are Steph Curry fans, so this week was an exciting one for them with the Warriors winning the NBA Championship Monday evening.…
“You must build up your life action by action, and be content if each one achieves its goals as far as possible–and no one can keep you from this. But there will be some external obstacle to acting with justice, self-control, and wisdom. But what is some other area of my action is thwarted? Well, gladly accept the obstacle for…
If you haven’t started a plan to reach your financial goals, what’s stopping you? I’ve already put to rest the “I don’t have enough assets for an advisor” and “I don’t need to be planning yet” defenses here and here, so those can’t be the reason. So what’s keeping you from meeting with a financial advisor? Embarrassment and denial.