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…
A couple of weeks ago I was feverishly taking down notes at Stocktoberfest East. While I filled multiple pages in my notebook (I shared most of it here), there was one quote that stood out to me more than any other; it was almost as if Howard Lindzon said it directly to me…I underlined it multiple times. “Subscription is the…
“Without 40, Oli, there’d be no me. Imagine if I never met the broksies.” -Drake, ‘God’s Plan’ Drake credits much of his success to his friends, especially Noah “40” Shebib and Oliver “Oli” El-Khatib; both have played critical roles in Drake’s rise to become one of the most popular artists right now—Noah on the music side of things and Oliver…
Well, it’s not a crew in the sense we all work together. In fact, members of the XY Planning Network, work independently from each other, but we are a crew, nonetheless–a crew of over 500 financial advisors. We all have our own firms, serve different clients, but are all connected by a common characteristic: the desire to help young professionals…
If you follow me on Twitter, Instagram, or the blog you are well aware that we welcomed our third (and last) son, Silas, to our family on Halloween night. For those who have not met Silas yet, allow me to introduce you here. Since I’ve been thinking about babies a lot lately, I decided to cover the important things parents…
There will be NO change to your 401(k). This has always been a great and popular middle class tax break that works, and it stays! — Donald J. Trump (@realDonaldTrump) October 23, 2017 Over the weekend we learned of a proposal floating around D.C. to significantly reduce maximum 401(k) contributions to help fund tax cuts. The specifics were not shared,…
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,…
This morning I read an article about how Millennials have a harder time saving than their parents, and I wanted to talk about it. Side note: The Millennials I work with have no problem saving, so I know it is possible! CNN Money: It’s Not Avocado Toast: It’s Actually Harder For Millennials to Save Money Time: New College Grads Could…
Yesterday my wife and I were discussing an unfortunate situation where the death of the main income provider left a family struggling financially. I explained how it made me sick to think about a family not only having to grieve the loss of a loved one, but also having the stress of figuring out how to move forward without the…