Investing

Barry Ritholtz’s MIB With Dave Butler

One of the easiest decisions I made when starting my firm was to begin using Dimensional Funds Advisors (DFA) in my client portfolios. I’ll never forget my trip to Santa Monica for the final component of the due diligence process and hearing Dave Butler speak. He was the first presenter of the first day, and he is the individual who “sold”…

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Investing

Ben Carlson Might Be Having The Best Week Ever!

A Wealth Of Common Sense has been one of my go-to blogs each morning for more than a few years now; Ben Carlson is a tremendous writer and is able to explain important financial concepts in a way that is easy for everyone to understand. If you are a regular reader you already know this because he is a staple…

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Investing

My EBI West Rundown

I had every intention of sharing my thoughts on the Evidence-Based Investing Conference West sooner, but I made my special episode of All About Your Benjamins The Podcast the priority when I got home; hopefully, you’ve had a chance to listen to it. I was fortunate enough to get some of FinTwit’s finest to answer a question, “What’s the one…

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Bigger Picture, Investing

The Countdown To EBI West Is On

This Friday I’ll be hopping a plane to the West Coast for the Evidence-Based Investing Conference in Dana Point, California and I’m bringing the whole Castelli crew with me. I’ve been looking forward to this conference since it was announced…the EBI Conference Series will always be an important one for me. The original Evidence-Based Investing Conference in the fall of 2016…

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Blockchain and Cryptocurrency, Investing, Millennials

Diversify Those Crypto Gains

For most retail investors the hype around cryptocurrencies appears to have calmed down, which shouldn’t come as a surprise given how many caught FOMO and bought when Bitcoin was at $19,000. But, the 4th annual Consensus Blockchain Technology Summit, which kicked off Monday, tells a different story. For the individuals working in cryptocurrencies and Blockchain, the excitement hasn’t died down–it’s…

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Investing

Stocktoberfest East 2018

Tuesday night I hopped on the last flight out of Indy to make my way to New York City for Stocktoberfest East 2018, a tremendous investment focused event put on by the fine folks at StockTwits. The late flight, early morning arrival and full day of learning made for a long Wednesday, but it was definitely worth it–Stocktoberfest East will…

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Investing

A Little Market Perspective

Well, the market just closed with the US indices all down between 2.0% and 2.5%. I have no doubt you’ll see headlines with “violent”, “tanking”, “plunge”, and “the ‘n’th worst day” over the weekend, but before you panic when you see the Dow Jones closed down 665 points, I want to offer a little perspective. Note: I highlight the Dow because…

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Investing

No More Apologies For Global Diversification

“Diversification means always having to say you’re sorry.” -Michael Kitces (I’m not sure of the origin, but I heard it from Michael, so he get’s the credit) Financial advisors who have had to apologize for keeping their clients disciplined and in a globally diversified portfolio can breathe a little easier after 2017. It was in 2017 the international markets finally…

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Blockchain and Cryptocurrency, Investing

The Ripple Effect Of Cryptocurrency

Crypto education continues…just paid 38% in fees to test out owning Ripple…tuition paid. What a process! — Justin Castelli (@jus10castelli) December 18, 2017 Worried my professional identity was beginning to blur the line between a financial advisor and a crypto-crazy, I had planned to take a break from the world of cryptocurrency and Blockchain after cashing in my initial investment and…

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