A few posts back, I wrote about what I consider to be some low hanging fruit for young professionals. As I read through responses, I came across a ton of questions that required more than a quick response. I decided the best way to help was to take that post to another level. This time I created an example with…
Tweets of The Week Favorite Articles Morgan Housel: Keep Running! – “There is never a time when an investor can discover an investing strategy and be confident it will continue working indefinitely. The world changes, and competitors create their own little twist that exploits and snuffs out your niche. Same with careers. And job skills. And relationships. And countries. It’s…
The question of life’s purpose is one that initially seems big, daunting, and even scary. Honestly, most people have never sat down and really thought through what their personal purpose is. If you haven’t, that’s okay. Typically, people just do what they are “supposed to do” and believe life should follow a predetermined pattern. You go to school, you get…
Tweets of The Week Favorite Articles David Perell: Don’t Kill Time – “Nobody thinks they’ll get old, but everybody does. The Western World’s fixation on work leads us to evaluate ourselves on achievement rather than on how meaningfully we spend our time. As we move through life, we should swing between the discipline of work and the fullness of leisure.…
What would you say if someone asked you “What is your most valuable asset ?” You might answer something like “my house, my 401(k), my bank account.” While all of these are solid answers, I like to think about assets that are more than money. Think about it. Those other three answers are things that you can lose and get…
Tweets of The Week Favorite Articles Morgan Housel: Same as it ever was – “The history of the stock market is that it goes up a lot in the long run but falls often in the short run. The falls are painful, but the gains are amazing. Put up with one and you get the other. Yet a large portion…
Getting started as a young professional is overwhelming. We all know it. In what feels like seconds, we went from only worrying about how to pay for $1 wells at our local dive bar to having to decide about benefits, paying student loans, building savings, 401(k)s, etc. How are we supposed to understand what to do with the limited resources…
Tweets of The Week Favorite Articles Morgan Housel: The Three Sides Of Risk – “In investing, the average consequences of risk make up most of the daily news headlines. But the tail-end consequences of risk – like pandemics, and depressions – are what make the pages of history books. They’re all that matter. They’re all you should focus on. We…
Let me start by saying, there is not one perfect way to approach financial planning. Each plan is different, as they should be. Over the past few years, I have developed a core belief system which acts as the foundation of each unique financial plan. The ten beliefs below are principles I share with my clients, so they can understand…
Today begins a fresh start for me. It is my first day joining the team at RLS Wealth and to say I’m excited is an understatement. The founder, Justin Castelli is one of those guys you just cannot say no to when you have an opportunity to work with him. He embodies all the qualities that make up a great…