Investing

Barry Ritholtz’s MIB With Dave Butler

One of the easiest decisions I made when starting my firm was to begin using Dimensional Funds Advisors (DFA) in my client portfolios. I’ll never forget my trip to Santa Monica for the final component of the due diligence process and hearing Dave Butler speak. He was the first presenter of the first day, and he is the individual who “sold”…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 006: Lipstick Riches

iTunes-Episode 006: Lipstick Riches Show Notes: Forbes: How 20-Year-Old Kylie Jenner Built A $900 Million Fortune In Less Than 3 Years Vanity Fair: Brett Kavanaugh’s Explanation For His Crippling Credit-Card Debt Is Pure MAGA Felix Salmon Twitter The Reformed Broker: Predictable Elements for an Unpredictable World A Wealth Of Common Sense: Concentration in the Stock Market No One Would Listen Naked Brands  Disclaimer:…

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Mixtapes

Weekly Mixtape For July 14th, 2018

Week In Review Articles: The Wall Street Journal: President Trump Chooses Brett Kavanaugh for Supreme Court Vacancy The Wall Street Journal: U.S. Unveils Additional Tariffs on $200 Billion More in Chinese Imports The Wall Street Journal: Trump Roils NATO Allies With Calls to Double Military Spending The Wall Street Journal: Inflation Is Eating Away Worker Wage Gains The Wall Street Journal: Mueller Probe Indicts 12…

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Bigger Picture

The Reformed Broker On Advisors And Twitter

I try not to make new posts simply a re-post of another person’s writing; I usually just retweet them on Twitter and add them to the Weekly Mixtape. However, every once and awhile I’ll come across a post that makes me say “Yup” out loud as I am reading it. Last week, Ben Carlson had a few. And this morning it…

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Whiteboard Series

Whiteboard Series: The Inverted Yield Curve

If you haven’t read about or heard of the inverted yield curve, you probably will soon; it’s been a hot topic for financial media as of late and it will probably remain so for a while. In this episode of The Whiteboard Series, I try to keep this complex phenomenon at a high level and focus just on the basics. So,…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 005: Meb’s Pyramids

iTunes-Episode 005: Meb’s Pyramids  Show Notes: Of Dollars and Data: The Privilege of Knowledge The Economist: The Growth of Index Investing Has Not Made Markets Less Efficient Meb Faber: The Investment Pyramid Wealth Management: Show Me the Social Security Money Grammarly LastPass Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your…

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Bigger Picture

Reflections On Three Years Of RLS Wealth Management

I always enjoy reading “What I’ve Learned” posts;  you know, the ones that typically show up around birthdays and work anniversaries. Since I enjoy them so much, I thought I’d do my own each year RLS Wealth Management celebrates a birthday, July 3rd. To celebrate RLSWM turning three years this year, I thought I’d share three things I’ve learned from…

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Mixtapes

Weekly Mixtape For July 7th, 2018

Week In Review Articles: The Wall Street Journal: U.S., China Dig In for Long Trade Fight as Tariffs Take Effect The Wall Street Journal: Hiring Strong In June; Unemployment Rate Rises as More Enter Labor Force The Wall Street Journal: Embattled Pruitt Resigns as EPA Chief The Wall Street Journal: Fed Expects To Keep Raising Rights, Ending Years Of Stimulus The…

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Investing

Ben Carlson Might Be Having The Best Week Ever!

A Wealth Of Common Sense has been one of my go-to blogs each morning for more than a few years now; Ben Carlson is a tremendous writer and is able to explain important financial concepts in a way that is easy for everyone to understand. If you are a regular reader you already know this because he is a staple…

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Financial Planning

No Buy July

Note: While I came up with the idea to not spend in July on my own, I have to give credit to my friend, Katelyn Marando, who is doing a similar thing and dubbed the name No Buy July. Katelyn has a great blog geared toward healthy eating and living, you should definitely check her site out at www.katelynmarando.com. June…

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