As 2020 wraps up, I want to say thank you to everyone who has followed along and read my blog. 6 months ago, I would have never thought I would be where I am at today. Writing and creating content was something I felt I needed to do, not something I would love to do. Luckily, it turned out to…
Tweets of The Week Favorite Articles Justin Castelli: Harvesting Gains – “Similar to loss harvesting, gain harvesting involves selling investments in a taxable account but instead of banking losses to offset gains, you realize long-term capital gains at a lower tax rate than expected in the future. That’s a mouthful I know, so let me share an example.” T.J. van…
Apple Podcast Google Podcast Spotify Podcast We are back for the 5th episode of The Long Game Podcast and this time I am joined by Alan Stein, Jr. In this episode we talk about: His experience as a D1 basketball player at Elon To finding a gap in the basketball training business To growing his personal training business To his…
2020 has made me appreciate coffee shops a lot more than I did last year. With working from home, I do not know if I could have made it through this year without the ability to switch it up every so often and work at one of these coffee shops. 1. Panera I have to give Panera the top spot…
Tweets of The Week Favorite Articles Justin Castelli: A Risk To Your Financial Plan You Aren’t Talking About – “There’s another risk that can be just as detrimental to a well constructed financial plan and I am willing to bet very few of you are thinking about it, let alone planning for it. I’ve had a few conversations with clients…
A couple days ago, I posted these 12 questions to ask a financial advisor before you hire them. I thought it would be helpful if I revisit these questions and answer them for RLS Wealth so you can better understand our firm and how we work with our clients. 1. Are you a fiduciary? At RLS, we are fiduciaries. This…
Hiring a financial advisor is a pretty big decision. This may be the first time that you are allowing someone else into such a private part of your life. You are looking for someone who is trustworthy, knowledgeable, experienced, empathetic, and someone who shares similar values with you — so how do you go about figuring out if this person…
Tweets of The Week Favorite Articles Ashby Daniels: Who Would’ve Thought? – “I close most articles here with “Stay the course.” While it’s overly simplistic, it’s a decision that must be made if we are going to be successful equity investors. This unique year hasn’t made me question this philosophy so much as it has encouraged me all the more.…
One of my good friends and colleagues, Treyton DeVore, posted a statistic on LinkedIn the other day that is astounding. It stated, “45% of U.S. adults say they’d rather visit the dentist than make an appointment with a financial advisor (AARP survey).” This shocks me because we all know much people hate going to the dentist. As a financial advisor,…
Apple Podcast Google Podcast Spotify Podcast We are back for the fourth episode of The Long Game Podcast and this time am joined by Austen Allred. In this episode we talk about: His mission he went on to Ukraine after leaving BYU To living in his car as he went all in on betting on himself To writing a book…