The Rundown

The Rundown: RLSWM Turns 4 And A New Way To View Your Budget

The job of a budget is to align your use of capital with your values. — Carl Richards (@behaviorgap) July 3, 2019 Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of…

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The Rundown

The Rundown: Board Man Gets Paid

Congratulations to the Toronto Raptors and Mr. “Board Man Gets Paid” Kawhi Leonard on winning the NBA Championship last evening. When it comes to trash talk, Kawhi isn’t the flashiest with “Board”, “Nope”, “Bucket” and the infamous “Board Man Gets Paid”, but he is one the best NBA players and multi-champion. His game isn’t much flashier that his trash talking,…

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The Rundown

The Rundown: George Kinder’s Three Questions

George Kinder is the father of life planning and more in-depth and intentional financial planning process; I had the privilege to talk with George for an episode that will be on the podcast next week, but I couldn’t wait to share the three questions that he teaches in his book The Seven Stages Of Money Maturity. Give today’s Rundown a…

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The Rundown

The Rundown: May’s Consumer Sentiment Reading

On Monday the University of Michigan’s Consumer Sentiment Index hit a fifteen year high at 102.4, with expectations of 97.5. Check out today’s Rundown to learn more about the index and why investors pay attention to the reading. Be sure to subscribe to RLS Wealth Management’s Rundown on Amazon Disclaimer: Nothing on this blog should be considered advice, or recommendations. If…

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The Rundown

The Rundown: Student Loans Covered

Can you imagine graduating college, excited to head out into the workforce, but also a little nervous about the student loan payments you will soon be making–only to have the commencement speaker inform you he is covering the graduating class’s student loans through a grant? Well, the seniors at Morehouse College experienced this over the weekend. Check out today’s Rundown…

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The Rundown

The Rundown: What’s Most Important To You

The stereotypical goals of retirement and college are important and often the focus of a financial plan, but the probably won’t bring the greatest satisfaction in your life. What about the other values and experiences that are important to you and your family? Are you planning for those? Do you even know what those are? In Friday’s RLS Wealth Management…

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The Rundown

The Rundown: A Little Bounce And bitcoin

From the May 15th, 2019 RLS Wealth Management Rundown on your Alexa devices. As a quick follow up to Tuesday’s Rundown, the selloff Monday was met with nice bounce on Tuesday…I talk about why you shouldn’t get too excited about it. Bitcoin, with the little “b”, is on a nice little run this year, up over 100%, and I’m starting to…

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The Rundown

The Rundown: Goldman Sachs To Buy United Capital

From the May 13th, 2019 RLS Wealth Management Alexa Flash Briefing: United Capital sells for $750 million to Goldman Sachs. One of the largest companies in the Registered Investment Advisor (RIA) world crosses over to Wall Street–what does this mean to advisors and clients of United Capital, along with other RIAs? I share my thoughts, which are strictly speculative right…

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