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…

Continue Reading

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…

Continue Reading

Mixtapes

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…

Continue Reading

Millennials

$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,…

Continue Reading

Mixtapes

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…

Continue Reading

Mixtapes

Weekly Mixtape for April 7, 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. If you’ve been following my weekly mixtapes, you know I had big expectations for today…a new Kendrick Lamar album. Well, the line in “Humble” fooled us; I went to bed Thursday night after midnight, but…

Continue Reading

Mixtapes

Weekly Mixtape for March 31st, 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. Another week, another Kendrick Lamar release; I can’t wait for next Friday! Oh, and it’s also time for another one of my mixtapes. 🔥🔥🔥🔥🔥🔥New Kendrick Lamar song and video🔥🔥🔥🔥🔥🔥 https://t.co/7Ww0nXaLr4 — Justin Castelli (@jus10castelli) March…

Continue Reading

Investing

Another Reason To Skip Stock Picking

Today, Josh Brown gave individual investors another reason to skip stock picking and stick with boring, low-cost, and globally diversified investment portfolios. For $FB holders to make as $AMZN holders have made since the IPO, it would have to become a $36.5 trillion company!https://t.co/jGHP5n52Wv — Downtown Josh Brown (@ReformedBroker) March 30, 2017 Stock picking is no easy task, and individual…

Continue Reading