Posts by Corysswain
Quick Hits: Skittles or M&Ms? | Charts on Charts
Don’t you love a good chart? Org chart, flow chart, skittles chart… Nothing that says “I’m a sophisticated wealth planner” quite like saying “take a look at this Skittles Chart.” I digress. Thanksgiving is here! I’m thankful that you all are out there everyday changing retirees and pre-retirees lives! Keep up the incredible work securing…
Read MoreQuick Hits: Fall Back | False Data | COVID Retirees
My 4 yr old: Dad why do we call it Fall? Me: Because the leaves fall during this time. 4yr old: so everything dies and falls in fall? Me: yes, kind of depressing, but it looks nice! Me also thinking: (that’s super depressing, I need a better answer) Here is why we call it fall…
Read MoreQuick Hits: Green Eggs | Row Row | Misleading Mutual Funds
“you may like them. You will see. You may like them in a tree!” The article below about a college football coach who uses a child Nursery rhyme to illustrate persistence and discipline got me thinking about how often we forget the lessons we teach our children. One of my favorite lessons for what we…
Read MoreQuick Hits: Dad Tax | Indicators | Nice Hugs
1 down and 2 months to go in the 4th quarter of 2021! Only 2 more days till Halloween and my middle son still doesn’t know what he wants to be. Should make a for a nice day before cramming to find a costume that will result in lots of screams…not the type of Halloween…
Read MoreQuick Hits: Fresh Calendar | Toxic Leadership | Leftover Risk
WOW. Fresh off Journey, I’m excited about these last 2ish of the year! Not to get too ahead of myself, check out the NEWLY released 2022 Calendar of Events for Advisors Excel! Yes, that’s 31 in person events in 2022!! – As much as we’d love to see you 31 times, we don’t think that…
Read MoreQuick Hits: Paper clip to house | Maxwell | Risky 7%
Let’s hit it Quick! Here are your Quick Hits: 51% Of Small Businesses Unable To Fill All Job Openings In talking with a lot of my advisors – finding good employees seems to be a common issue. Well you aren’t alone! “…far above the historical average of 22% in the 47 years it has been…
Read MoreQuick Hits: Annuities Are UP | Inflation is Up | Parking Meter Police are down
Happy Friday! What do Inflation, Annuities, Leadership, and job charts have in common? Nothing… outside of being in this week’s quick hits! Have a great weekend, Here are your Quick Hits: Good Leaders Know You Can’t Fight Reality The ability to accept reality is one of the most useful, and most misunderstood, skills…
Read MoreQuick Hits: Where do they go? | Garbage Investments | No Retirement Number
Welp! September was the worst month of the year for the markets and also the biggest drop since March of 2020. The U.S. Treasury is starting to slip downward while inflation is at a 30 year high and with the sentiment that bonds are investment garbage these days, where do investors go? I have one…
Read MoreQuick Hits: Market Style | 4th Qtr | Fear vs Greed
It seemed as “The Markets” were a part of every conversation I had this week (Shocker Cory, you work for a financial services company), but even with family! So I thought I’d do a market version of the quick hits this week. Side note – Last QH before the 4th quarter! Let’s Go! Here…
Read MoreQuick Hits: Fall Big | Business of Advice | Females are not a Niche Market
September, October, and November tend to be the biggest months for the advisors we work with. It’s incredibly consistent year over year. There are a ton of factor’s on why we think it is, but one thing is for sure, retirees are alert to wanting to make changes in their retirement plan during the fall.…
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