Bigger Picture

RLS Wealth Management on Fox 59 News: Charitable Donations And The New Tax Law

With the combination of an increased standard deduction and capped state and local tax deductions, along with other new laws within the tax code, fewer taxpayers seeing a deduction for their charitable contributions. But, as I explain to Fox 59 and CBS 4’s Jill Glavan that doesn’t mean taxpayers will be worse off, or that charitable giving will see a decline.…

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Talkin' Shop

Talkin’ Shop: Ryan Kirlin And ETFs

I love when friends from out of town drop in, and I love it, even more, when we can squeeze in a workout. Ryan Kirlin from Alpha Architect happened to be in Indy for the day and was kind enough to stop by RLS Wealth Management headquarters to visit for a bit, talk about the current state of ETFs, and…

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Financial Planning, Investing

Why Financial Advisors Love Data

Have you ever wondered why financial advisors quote statistics, charts, and graphs? The data contained in statistics, charts, and graphs used by advisors often backs up the plans created for our clients; it provides the evidence needed to help clients (or readers) stay in the game when emotions begin to cloud their decisions. Be careful though, the data can also…

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Talkin' Shop

Talkin’ Shop: Peter Dunn and Year-End To-Do’s

You can’t be interested in personal finance in Indianapolis, or in the U.S. for that matter, and not know Peter Dunn; you just may know him by a different name–Pete The Planner.  A former financial advisor turned financial educator, Pete has become a friend over the last year and has been someone I’ve looked up to for years for the…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 024: Conflicting Narratives

Verdad Capital: Do MBA’s Make Better CEO’s?  Cullen Roche: The Counterproductive Nature of Annual Forecasts Brendan Mullooly: The Rashomon Effect: What To Do WIth Narratives The Irrelevant Investor: The Hardest Problem In Finance Bloomberg: Robinhood Will Offer Checking Service Promising 3% Interest Overcast My Dad’s Friendship With Charles Barkley NPR’s How Built This Podcast With Guy Raz   Disclaimer: Nothing on…

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Mixtapes

Weekly Mixtape For December 15th, 2018

Week In Review Articles: The WSJ: Sharp Decline Puts Dow in Correction Territory The WSJ: Slower Overseas Growth Fans Worries on U.S. Expansion The WSJ: U.S. Consumer Prices Flat in November, Posing Dilemma for Fed The WSJ: Federal Judge Rules Affordable Care Act Is Unconstitutional Without Insurance-Coverage Penalty Mixtape: Morgan Housel: Rational vs. Reasonable “My theory is that most investment models maximize for risk-adjusted returns,…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 023: 10% Less Work

The Wall Street Journal: When Your Neighbors Move In to Your Investment Portfolio Forbes: Exotic ETFs: 11 Funds For When Tracking The S&P 500 Isn’t Good Enough Rad Reads: What To Do If Your Spouse Works Too Much The New York Times: One Top Taxpayer Moved, And New Jersey Shuddered A Wealth Of Common Sense: Your Household CFO Bloomberg: Madoff’s Victims Are Close…

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Mixtapes

Weekly Mixtape For December 8th, 2018

Week In Review Articles: The WSJ: Dignitaries Gather in Washington for George H.W. Bush’s State Funeral The WSJ: Hiring Slows as Wages Grow, Unemployment Holds at Multidecade Low The WSJ: Fed Weighs Wait-and-See Approach on Future Rate Increases The WSJ: OPEC, Russia Strike Deal to Cut Oil Production The WSJ: Congress Passes Temporary Spending Bill The WSJ: Dow Tumbles Nearly 800 Points as Trade Jitters Return…

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