Mixtapes

Weekly Mixtape For December 4th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: November Employment Report Shows U.S. Economy Added 263,000 Jobs The WSJ: Jobs Report Keeps Federal Reserve on Track for 0.5-Point Rate Rise The WSJ: Dow Shines as Higher Rates Squeeze Nasdaq’s Tech Stocks The WSJ: Yield Curve Inversion Reaches New…

Continue Reading

Mixtapes

Weekly Mixtape For November 27th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles Mindful.org: How To Practice Gratitude CNBC.com: Black Friday Online Sales Top $9 Billion In New Record The WSJ: Congress Returns To Tackle Government Funding, Same-Sex Marriage, Railroad Strife CNBC.com: Student Loan Payments May Not Resume Until August Subscribe To The Weekly PRST…

Continue Reading

Bigger Picture

Why I’m Thankful I Burned Out

I hope you and your family had a Happy Thanksgiving. The Castelli Family had a great day—not too crazy and just a short trip across Fishers to Carmel for dinner with my wife’s family. I’m not a huge Thanksgiving food fan, so I managed to escape the day without overeating and feeling—I’ve been pretty disciplined with my nutrition and workouts…

Continue Reading

Mixtapes

Weekly Mixtape For November 13th, 2022

Week In Review Video Coming Later “The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: October Inflation Report Shows Consumer Prices Rose 7.7% From Year Earlier CNBC.com: Fed Approves 0.75-Point Hike To Take Rates To Highest Since 2008 And Hints At Change In Policy Ahead The WSJ: Bankrupt Crypto…

Continue Reading

Mixtapes

Weekly Mixtape For October 30th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Back Next Week Weekly Mixtape Morgan House: Cumulative vs. Cyclical Knowledge “I can imagine a world in 50 years where things like cancer and heart disease are either non-existent or effectively controlled. I cannot ever imagine a world where economic volatility is tamed and people stop…

Continue Reading

Mixtapes

Weekly Mixtape For October 16th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Inflation Sits at 8.2% as Core Prices Hit Four-Decade High The WSJ: Dow Closes More Than 800 Points Higher in Volatile Day The WSJ: Mortgage Rates Hit 6.92%, a 20-Year High The WSJ: Inflation Pushes Social Security COLA to 8.7%…

Continue Reading

Financial Planning

Three Years Of The AGC

Happy birthday to The AGC! Today marks the official third birthday* for The AGC (Advisors Growing As A Community) and I could not be more proud of what this community has become and where it is going. What originally started off as a conversation about an advisor-focused newsletter focusing on marketing and branding (a small idea) turned into a community…

Continue Reading

The Next Episode

Six Month Check In | The Next Episode

It’s been a little over six months since Terry joined me at RLS Wealth and officially embarked on his “encore”. I thought it would be fun to turn the mic on him and ask him what he’s learned so far and what he sees coming in the future. We didn’t cover everything in this first episode, so we’ll be recording…

Continue Reading

Mixtapes

Weekly Mixtape For September 25th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Weekly Mixtape Morgan Housel: Incentives–The Most Powerful Force In The World “Stories are the only realistic solution, simplifying complex problems into a few simple sentences. And the best story always wins – not the best idea or the right idea, but just whatever sounds the best and gets…

Continue Reading