Blockchain and Cryptocurrency, Investing

Jamie Dimon Blasts Bitcoin

Maybe he’s long ETH? https://t.co/XYKsLGZd3q — Justin Castelli (@jus10castelli) September 12, 2017 Whether you are a believer in Bitcoin or not, you have to admit that it (and the other cryptocurrencies) has the attention of the people with controlling interests in the current financial system. Within a week we’ve seen China crackdown on cryptocurrencies by reportedly banning cryptocurrency exchanges and…

Continue Reading

Blockchain and Cryptocurrency, Investing, Millennials

Welcome to My Blockchain Rabbit Hole…

Put a top in the cryptocurrency market; just bought $250 worth of ETH. View it as cost of education to learn more about actually owning it. — Justin Castelli (@jus10castelli) June 19, 2017 Updated on December 9th, 2017–new additions represented by *. I remember first hearing about Bitcoin a few years ago–it was the infamous days of people beginning to…

Continue Reading

Mixtapes

Weekly Mixtape for September 8, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. It never fails short work weeks always seem to be the busiest. But I’m not complaining–it was full of client meetings, meeting new prospective clients, my first webinar, and my first guest appearance on a…

Continue Reading

Investing, Whiteboard Series

Whiteboard Series: Market Corrections

There’s been plenty of conversation about a stock market correction in the financial media as of late, and rightfully so–it’s been awhile since we’ve had a correction, North Korea’s shenanigans, hurricanes, wild fires and D.C. are all good reasons for a market correction. In today’s episode, Leo and I talk about what a market correction is, how often they occur,…

Continue Reading

Mixtapes

Weekly Mixtape for September 1st, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. The streak has been broken–I missed my first Friday posting a mixtape; I have a good excuse though: catching up from spending the week at the XY Planning Network annual conference. When you’re a solo…

Continue Reading

Financial Planning, Millennials

#XYPN17 Day 3

The third and final day of #XYPN17 is complete; we were back to breakout sessions to focus on improving the business aspect of our firms–it was compliance and efficiency through processes and workflows for me. Other advisors learned about niche marketing, growth through acquisition, behavioral economics, and a variety of marketing approaches. As I told you in my previous posts,…

Continue Reading

Financial Planning, Millennials

#XYPN17 Day 2

Day 2 of #XYPN17 started bright and early (5:45 AM) at the T. Boone Pickens YMCA with 7 other XYPNers for a couple games of pick up. I’ve never been to a conference where an organized game of basketball was a part of the agenda–the XY Planning Network prides itself on the conference being an “unconferencey” conference–meaning it’s not a…

Continue Reading

Financial Planning, Millennials

#XYPN17

I’ll be spending the next few days in Dallas with nearly 500 advisors from across the country at the 2017 XY Planning Network Conference. We’ll be discussing how we can better serve our clients, specifically younger professionals. One of the cool things about this conference is while technically we are all “competitors”, you would not be able to tell by…

Continue Reading

Mixtapes

Weekly Mixtape for August 25th, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. It’s been a busy week as I prepare to head to Dallas next week for #XYPN17, which is the annual conference put on by the XY Planning Network. I’ll be Tweeting, IG’ing, and blogging from…

Continue Reading