Home Country Bias Check-Up

Earlier this year I wrote about home country bias and how most investors suffer from it. I’ll skip the summary–you can read the post via the link below, but I thought it would be worth revisiting now that the 1st quarter is over to see if investors with home country bias are still missing out. Before I show this chart,…

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Baby Boomers, Bigger Picture, Millennials

RL Wealth Management on Social Media

Can’t get enough? Make sure to follow my firm, RL Wealth Management, L.L.C., on Instagram and Facebook, and since you’re at it, follow me on Twitter. You’ll get even more content, a behind the scenes look at RLWM, and the occasional family post–these might be the best. RL Wealth Management Instagram @RLWealthManagement RL Wealth Management Facebook @RLWealthManagement Twitter @Jus10Castelli  …

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Baby Boomers, Bigger Picture, Economics, Financial Planning, Millennials

WSJ: The Challenge of Our Disruptive Era

“We are entering an era in which we’re going to have to create a society of life long learners” -Ben Sasse Ben Sasse’s commentary in the Wall Street Journal addresses a very important topic, one I’m not sure the majority of the public is thinking about. We are experiencing a fundamental change in our economy, and this type of transition…

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Financial Planning, Insurance, Millennials, Vlog

Vlog: Life Insurance Through Your Employer

With the exception of not having a will, inadequate life insurance is one of the most common “mistakes” I see when meeting with young families. Understandably, no one wants to have the conversation surrounding life insurance, and too often there is a false sense of security because of the life insurance coverage provided by employers. For my first video blog, aka…

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Financial Planning

Don’t Knock Hourly Planning

My biggest beef with my industry is the underlying theme that only families with wealth need financial advisors; I’m talking real financial advisors–fiduciaries, not salespeople disguised as financial advisors. No financial advisor will admit to this, and they don’t have to, just look at the way the majority of financial advisory firms are structured–an annual management fee based on the…

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Weekly Mixtape for April 21st, 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. I’m getting this out a little later than normal today, so I’ll be keeping the intro short. Straight to business this week…. First, if you enjoy my weekly mixtape, then you will love what Tadas…

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$30 Trilllion

Make sure to follow along on Instagram too! @RLWealthmanagement Past Mixtapes: April 14th April 7th Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

ESG, Investing, Millennials

SRI Investing and the ESG Movement

Welcome to the first of an undefined number of posts focusing on sustainable investing, specifically ESG investing. Over the course of the series I’ll be taking you through the fundamentals of sustainable and ESG investing, how it can be implemented by individuals, the impact ESG investing might have on expected returns and it’s shortcomings, reviewing existing studies on ESG investing,…

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Weekly Mixtape for April 14th, 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 wait is over…Kendrick Lamar’s new album is available, and it lives up to the hype I had built up in my mind. I was up late last night working on a new post, and…

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