Posts by Corysswain
Quick 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.…
Read MoreQuick Hits: Buy the Rumor | Best Leadership Article | Get Smarter
If the last 20 months have taught us anything, it is to not be surprised; “this does not equal that”. With everything going on in the macroeconomics world: Afghanistan, Delta variant, loom of another shut down or Inflation, the markets are still in a positive momentum. I’ve heard the term thrown around for a long…
Read MoreQuick Hits: Rolling Stone Annuity | Investors Expectations | Animal Fights
Hope everyone is well rested but not overly crispy from laying in the Hawaiian sun! Always great to get together, swap war stories and share value in an incredible location. Let’s finish out the year strong. Retirees need your independent help! Here are your Quick Hits: Articles to check out: The 6…
Read MoreQuick Hits: Aloha | Not Ice Cream! | Top RIAs
Aloha! As Advisors Excel Advisors gear up for our annual trip, we should all check out this list of Top 10 movies filmed in Hawaii! Mahalo! Here are your Quick Hits: Articles to chew on We’ve officially surpassed our Economic growth pre-pandemic “The economy is bigger now than it was before the pandemic, officially…
Read MoreQuick Hits: Scaling | Referral Idea | Lead like a Pirate
Olympics are finally here and wow it feels really good to root for the USA to beat down on our rival countries (in a very sportsmanlike manor of course)! BUT as I’m writing this, the medal count is a little too close for comfort. It’s so inspiring to see people who are so devoted and…
Read MoreQuick Hits: Feedback | Do you know Risk? | 2021 in Charts
Feedback! It’s about that time where I stop and ask you for feedback. Do you like these quick hits? What would you like to see more of? Are you a chart lover like me or not? Shoot me an email. I’d love to hear it! Good or bad – you won’t hurt my feelings (too…
Read MoreQuick Hits: LinkedIn Poll | American Drivers | 10 Rules of Money
GOOOOOODDD Morning (or afternoon) Advisor partners! According to my very small audience of advisors on LinkedIn who decided to take my random poll for “Are you back doing in-person event marketing.” (at the time I’m writing this) – 77% said some form of “Yes.” Hopefully you are all too and they are working better…
Read More